Group 1 - The report from 招银国际 highlights the strong growth potential of the AI glasses industry, with Ray-Ban Meta glasses experiencing over 200% growth in the first half of the year and Xiaomi targeting a shipment goal of 500,000 AI glasses [1] - 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] - Major technology brands, including Xiaomi Group-W (01810), are recommended for investment, with a target price of HKD 65.91, alongside optical component manufacturers like 丘钛科技 (01478) with a target price of HKD 13.21, and speaker and microphone component company 瑞声科技 (02018) with a target price of HKD 63.54, all receiving "buy" ratings [1] Group 2 - The expansion of the ecosystem and applications of artificial intelligence will continue to drive demand for AI glasses in the coming years, benefiting the technology supply chain [1] - 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 sustain demand growth [1]