华泰证券解读CES 2025：AI眼镜是本次CES重点

Core Insights - The report from Huatai Securities highlights the emphasis on AI-enabled connectivity in home appliances by Samsung and LG at CES 2025, continuing from last year's vision [1] - There is limited incremental content displayed by Samsung and LG compared to last year, suggesting a focus on future product showcases in AI and other areas [1] - AI glasses are identified as a key focus at this year's CES, with approximately 45 exhibitors in the AR/VR/XR sector, indicating a growing interest in this technology [1] - The company anticipates AI glasses to become the next universal computing platform following smartphones, with an expected increase in penetration rate by 2025 [1]