Xin Lang Cai Jing·2025-08-28 00:03Core Viewpoint - The upcoming Meta Connect conference, scheduled for September 17-18, is expected to showcase new AI/AR glasses and software, highlighting the growing interest and competition in the AI/AR eyewear market [1] Group 1: Product Launches - Meta is anticipated to unveil the Celeste smart glasses, the third-generation RayBan-Meta glasses, and the Oakley sports glasses at the conference [1] - Other companies such as Xiaomi, Rokid, Thunder, and Xreal have already launched AI/AR glasses this year, indicating a trend in the market [1] Group 2: Industry Trends - Major international companies like Google, Samsung, Apple, and Amazon are also clarifying their hardware and software plans for AI/AR glasses, suggesting a competitive landscape [1] - The potential of glasses as an "Always-on" interaction interface is viewed positively, especially with advancements in AI model capabilities [1] Group 3: Market Catalysts - The recent product launches from leading companies are expected to act as short-term catalysts for the industry chain [1]