电子行业：AI眼镜产品百花齐放，行业奇点将至

Investment Rating - The industry rating is maintained at "Overweight" [3] Core Insights - The report highlights the launch of Baidu's Xiaodu AI glasses, which are claimed to be the world's first native AI glasses equipped with a Chinese large model, featuring various functionalities such as first-person shooting, real-time questioning, object recognition, audio-visual translation, and smart reminders [1] - The report also mentions the upcoming release of Thunderbird Innovation's AI shooting glasses, the Thunderbird V3, which utilizes the Qualcomm Snapdragon AR1 chip designed for lightweight smart glasses, enhancing performance in image processing and voice interaction [1] - The collaboration between Yuntian Lifei and Shanjiji Technology in the AI glasses sector is noted, focusing on the development and market promotion of smart glasses powered by visual semantic large models [1] Summary by Sections Recent Developments - Baidu's Xiaodu AI glasses were launched on November 12, 2024, featuring a weight of 45g, a 16 million pixel camera, and a battery life of 56 hours standby with over 5 hours of listening time [1] - Thunderbird Innovation plans to release the Thunderbird V3 AI shooting glasses, which will be equipped with the Snapdragon AR1 chip, enhancing various functionalities [1] - A strategic partnership between Yuntian Lifei and Shanjiji Technology aims to develop smart glasses with advanced AI capabilities [1] Market Performance - The industry has shown a relative return of 17.46% over the past month, 25.88% over the past three months, and 9.18% over the past year compared to the CSI 300 index [2]