603131,刚刚突然拉升!AI眼镜新品陆续亮相,产业出货量有望高增长
Zheng Quan Shi Bao Wang·2025-12-09 04:43

Group 1 - The AI glasses market is entering a new phase of scaled growth, with significant participation from major tech companies and startups [6][7] - Google announced the development of two types of AI glasses, with the first model expected to launch in 2026, in collaboration with partners like Samsung and Warby Parker [5] - The global smart glasses market is projected to ship 12.8 million units in 2025, a 26% year-on-year increase, with China's market expected to reach 2.75 million units, growing by 107% [6] Group 2 - As of December 8, over 40 concept stocks related to the AI glasses industry have a combined market value exceeding 1.8 trillion yuan, with an average increase of 16.35% this year [7] - Jiangbolong has seen a remarkable increase of 217.44% since 2025, making it the top performer among AI glasses concept stocks, with a net profit of 713 million yuan in the first three quarters of the year [7][8] - Institutional interest in AI glasses stocks is high, with nine stocks receiving more than ten institutional research visits this year, including Jiangbolong, which has been researched 56 times [7][9]

SHHG-603131,刚刚突然拉升!AI眼镜新品陆续亮相,产业出货量有望高增长 - Reportify