中泰证券：AI智能眼镜具备信息获取和交互的便捷性

Group 1 - The core viewpoint is that AI smart glasses have high potential as a future carrier for AI applications due to their convenience in information acquisition and immersive interaction experience [1] - The global smart glasses market size grew from $1.826 billion in 2018 to $5.031 billion in 2021, with a CAGR of 28.84%. The market faced growth pressure from 2021 to 2023, but is expected to recover in 2024 with the launch of new head-mounted devices like Apple Vision Pro, leading to accelerated growth from 2024 to 2028 as consumer application scenarios increase [1] - The global and Chinese smart glasses market sizes are estimated to reach 435 billion yuan and 77.5 billion yuan respectively, indicating significant growth potential [3] Group 2 - The current development stage of AI smart glasses can be compared to that of smartwatches in 2014, suggesting that substantial market expansion is expected in the future [4] - In 2023, the shipment volume of global smart glasses is only over 1% of that of smartwatches, indicating a large room for penetration improvement [5] - Companies to watch in this sector include Doctor Glasses, Mingyue Lenses, and Konnate Optical (Hong Kong stock) [6]