EssilorLuxottica股价下跌,此前有报导称苹果公司正加速开发竞争对手的智能眼镜
Core Viewpoint - EssilorLuxottica's stock price fell by 4.3% following reports that Apple is accelerating the development of competing AI smart glasses [1] Group 1: Company Developments - Apple aims to launch its smart glasses by 2027, intensifying competition in the smart glasses market [1] - Meta and EssilorLuxottica's partnership has so far dominated the U.S. smart glasses market [1] Group 2: Analyst Insights - Jefferies analysts believe that while Apple's entry will increase competition, the Ray-Ban Meta glasses will remain superior [1] - Analysts assert that Meta/EssilorLuxottica will continue to hold a significant market share due to its first-mover advantage, attractive branding, and unique distribution capabilities [1]