Jin Rong Jie·2025-11-27 23:40Core Insights - Shenzhen XREAL Technology Co., Ltd. is set to launch its first AI glasses, Project Aura, in collaboration with Google, featuring the Android XR platform and integrating Google Gemini AI as its core component [1] - This partnership aims to establish a new benchmark for next-generation XR human-computer interaction, leveraging XREAL's leading position in the global AR market [1] - Project Aura is designed with a 70° ultra-wide field of view optical solution, powered by XREAL's self-developed X1S chip and Qualcomm computing unit, balancing lightweight design with strong computing power [1] Industry Implications - The integration of Gemini AI into Project Aura signifies a shift from software assistance to spatial hardware, enhancing user interaction through natural dialogue, environmental analysis, and task processing [1] - As Gemini AI deepens its capabilities in search and creative applications, Project Aura is expected to become a new entry point for AI connecting with the real world, facilitating the evolution of consumer-grade AR into productivity tools [1] - Related A-share concept stocks include BoShi Glasses (sz300622) and Hengxin Oriental (sz300081), indicating potential investment opportunities in the AR sector [1]