字节豆包AI眼镜第一代总规划数量约10万台，上游多个环节有望受益

Group 1 - The core viewpoint of the articles highlights ByteDance's entry into the AI glasses market with its first-generation product aimed at experienced users, indicating the potential value of AI glasses as the next generation of smart devices [1] - ByteDance's strategy involves a "first-generation trial" and "second-generation breakthrough" approach, focusing on limited release to gather user data and optimize future products while mitigating market risks [1] - The global AI glasses market is experiencing intensive development, with significant sales growth reported by competitors like Meta and interest from major tech companies such as Apple, Google, and Samsung [1] Group 2 - Domestic policy changes in China will include subsidies for smart glasses starting in 2026, potentially lowering consumer costs and boosting sales [2] - The full-scale explosion of AI glasses technology requires overcoming challenges related to battery life, computing power, and lightweight design, which are essential for creating killer applications [3] - Forecasts suggest that global AI glasses sales will reach 60 million units by 2029, with a compound annual growth rate of 109% from 2025 to 2029, highlighting the significant market share expected from China [3] - The AI glasses industry chain in the A-share market includes upstream optical lenses, sensors, chip modules, and downstream manufacturing, indicating a focus on leading companies in these sectors [3]