Group 1 - The report from CMB International expresses a strong outlook on the AI glasses industry, highlighting significant growth in the Ray-Ban Meta glasses, which saw over a twofold increase in sales in the first half of the year [1] - Xiaomi aims for a shipment target of 500,000 units for its AI glasses, indicating robust demand and a rich product pipeline across various brands [1] - The report anticipates a 43% year-on-year growth in the global smart glasses market and a 121% growth in the Chinese market for this year [1] Group 2 - The entry of more tech companies into the AI glasses market, along with cost optimization and the expansion of generative AI applications, is expected to drive demand in the coming years [1] - Key technology brands such as Xiaomi have a target price of HKD 65.91, while optical component manufacturers like Cowell have a target price of HKD 13.21, and speaker and microphone component company AAC Technologies has a target price of HKD 63.54, all rated as "buy" [1]