Core Viewpoint - The report from CMB International expresses a strong optimism for the growth of the AI glasses industry, highlighting significant growth in sales and the expansion of product lines and ecosystems [1] Industry Summary - The global smart glasses market is expected to achieve a year-on-year growth of 43%, while the Chinese market is projected to grow by 121% this year [1] - The entry of more tech companies into the AI glasses market, along with cost optimization and the expansion of generative AI applications, is anticipated to drive demand in the coming years [1] Company Summary - Ray-Ban Meta glasses experienced a strong growth of over 200% in the first half of the year [1] - Xiaomi aims for a shipment target of 500,000 AI glasses [1] - Major tech brands such as Xiaomi Group (01810) have a target price of HKD 65.91, while optical component manufacturer Cowell (01478) has a target price of HKD 13.21, and speaker and microphone component company AAC Technologies (02018) has a target price of HKD 63.54, all rated as "buy" [1]