Core Viewpoint - Recent product launches and mass production by brands such as Xiaomi, Meta, and Rokid indicate a growing trend in the AI/AR glasses market, suggesting potential investment opportunities in this sector [1] Group 1: Industry Trends - The report highlights the expectation of more AI glasses equipped with display modules to enhance interaction efficiency [1] - There is a focus on dual-chip and dual-system architectures to extend battery life and improve spatial computing capabilities [1] - The development of these technologies is anticipated to create a new AI terminal interaction experience [1] Group 2: Investment Opportunities - The report suggests a strong emphasis on investment opportunities within the AI/AR glasses sector [1]
中金公司:重点关注AI/AR眼镜相关领域投资机遇