美股AI巨头，盘前暴跌！苹果AI眼镜明年或发布，绩优概念股出炉

Group 1: Oracle's Performance and Market Reaction - Oracle's stock experienced a pre-market decline of over 10%, with a peak drop of 12% following the release of its Q2 FY2026 earnings report, which showed revenue of $16.06 billion, a 14% year-over-year increase, but below market expectations of $16.21 billion [1][2][3] - The company's cloud business revenue was reported at $7.98 billion, also falling short of the anticipated $8.04 billion, while its free cash flow was negative at $10 billion, raising concerns about its short-term financial health [2][3] - Despite the disappointing results, Jefferies maintained a "buy" rating on Oracle, citing a slightly better-than-expected order backlog of $523 billion, although concerns about AI-related debt financing remain unresolved [3] Group 2: AI Glasses Market Developments - Apple is expected to launch its first lightweight AI glasses, Apple Glass, in 2026, likely during the WWDC, with mass production starting in 2027; these glasses will not have independent computing capabilities and will rely on multiple cameras for photo and video capture [4][5] - The global smart glasses market is projected to see a shipment of 12.8 million units by 2025, representing a 26% year-over-year growth, with China's market expected to reach 2.75 million units, a 107% increase [5] - Various companies, including Alibaba and Li Auto, are entering the AI glasses market, indicating a growing competitive landscape [4][5] Group 3: Positive Outlook for AI Glasses Stocks - A total of 16 AI glasses stocks have seen net purchases exceeding 200 million yuan since Q4 2025, with Jiangbolong leading at 1.162 billion yuan [6][10] - Analysts predict significant profit growth for several companies in the AI glasses sector, with TCL Technology, Haopeng Technology, and Sitwei expected to see net profit growth rates of 259.7%, 176.02%, and 153.63% respectively in 2025 [9][10] - Jiangbolong is recognized as a leading independent storage manufacturer, actively advancing its domestic and international storage industry layout, which is expected to provide substantial growth opportunities [7][10]