A股中报季提振AI士气 短期颠簸或可借基上车

Group 1 - The core focus of the articles is on the growth potential of AI and computing power sectors, particularly in the context of AI smart glasses, which are expected to drive the next wave of technological advancement in wearable devices [1][2]. - The AI smart glasses market is transitioning from an exploratory phase to a high-growth phase, with significant advancements in technology and product offerings anticipated [1][2]. - Predictions indicate that global sales of AI smart glasses could reach 5.5 million units by 2025, representing a 135% year-on-year growth, with further projections suggesting sales could reach 1.4 billion units by 2035, achieving a penetration rate of approximately 70% [2]. Group 2 - The integration of AI and AR technologies is seen as the future of smart glasses, with expectations that these products will replace traditional smart glasses and reach a scale comparable to smartphones [2]. - Investment strategies are recommended to focus on core components, modules, and leading companies in the AI smart glasses supply chain, as the industry trend towards AI terminals has been established [2]. - The performance of funds focused on AI, such as the Hui'an Growth Preferred Mixed Fund, has shown strong returns, indicating a favorable investment environment for those looking to capitalize on the AI sector [3].