银河证券:技术进步推动市场需求,智能眼镜产业链蓄势待发
Zheng Quan Shi Bao Wang·2025-12-08 00:46

Core Viewpoint - The release of Li Auto's first AI smart glasses, Livis, on December 3, 2025, marks a significant development in the AI glasses industry, which is seeing participation from internet giants, smartphone manufacturers, and AR startups, indicating a shift towards consumer acceptance and market penetration [1] Industry Summary - The AI glasses industry is experiencing diverse participation from various players, including internet giants, smartphone manufacturers, and AR startups, leading to a wide range of product offerings [1] - The release of Livis contributes to the establishment of a more comprehensive ecosystem for the Li Auto brand, enhancing its market presence and competitive edge [1] - Technological advancements are driving market demand, positioning the smart glasses industry for significant growth and development [1]