中国银河证券：消费电子板块新品密集发布 关注AI端侧创新带来的投资机会

Group 1 - The consumer electronics sector is entering a period of intensive new product launches, which is expected to enhance the penetration rate of smart glasses [1] - Meta's smart glasses product matrix is taking shape, which will further drive the growth of related industry chain companies [1] - Apple’s smartphone sales are anticipated to exceed expectations, leading to valuation recovery and new business growth catalysts for companies in the Apple supply chain [1]