Meta Platforms(US:META) Ge Long Hui·2025-09-23 02:37Core Viewpoint - Citi's research report indicates a positive shift in outlook for Meta's AI smart glasses following the announcement of three new models at the Connect conference, predicting that adoption rates will reach a critical point by 2026 due to design and pricing strategies [1] Group 1: Product Development - Meta's AI glasses are seen as a natural extension of AI technology, with expectations for increased application scenarios as technology evolves [1] - The current stage of AI devices and glasses is early development, but they are anticipated to become essential purchases as super-intelligent technology enhances user experience [1] Group 2: Strategic Outlook - Meta's short, medium, and long-term product roadmap is expected to enhance user engagement, monetization capabilities, and profit margins [1] - The AI investment strategy is viewed as highly strategic, leading to a maintained "buy" rating and a target price of $915 [1]