智通财经网·2026-01-16 01:45Group 1 - The core viewpoint of the article highlights that 康耐特光学 (Conant Optical) has seen its stock price increase by over 7%, currently trading at 58.6 HKD with a transaction volume of 14.21 million HKD, driven by news regarding Meta's plans for AI smart glasses production [1] - Meta and EssilorLuxottica are reportedly discussing plans to double the production capacity of AI smart glasses by the end of this year to meet growing demand and stay ahead of competitors [1] - Longjiang Securities suggests that Meta's increased investment in smart glasses is expected to accelerate industry development, indicating a positive outlook for the smart glasses market [1] Group 2 - Wellsenn XR forecasts that global sales of AI smart glasses could reach 7 million units by 2025, representing a nearly 360% increase, with Meta expected to contribute 5 million units [1] - By 2030, global sales of AI smart glasses are projected to reach 90 million units, indicating rapid growth potential [1] - Meta plans to double the production capacity of its Ray-Ban AI glasses to 20 million units by 2026, reflecting confidence in the sales potential of AI glasses [1] - Longjiang Securities emphasizes the importance of the smart glasses supply chain, including lens manufacturing and sales channels, highlighting the significance of leading companies like 康耐特光学 [1]