豆包APP上线视频通话功能，AI眼镜大模型多模态再升级

Investment Rating - The report assigns an "Increase" rating for the electronic components industry [1]. Core Insights - The launch of the video call feature on the Doubao APP enhances the interaction capabilities of AI+AR glasses, driven by advancements in multimodal large models [2]. - AI+AR glasses are identified as the optimal platform for multimodal interaction, integrating various input methods such as voice, gestures, and touch, which will benefit from the evolution of multimodal large models [2]. - A surge in the release of AI+AR glasses is anticipated within the year, with major companies like Meta and Xiaomi expected to introduce new products, contributing to significant market growth [2]. - Global shipments of AI glasses are projected to increase rapidly, with an estimated 2.34 million units expected to be sold in 2024 and 5.5 million units in 2025, representing a year-on-year growth of 135% [2]. Summary by Related Tables - Valuation of Comparable Companies: The report provides a detailed valuation table for several companies, indicating their closing prices, market capitalizations, earnings per share (EPS), and price-to-earnings (PE) ratios, with all recommended companies rated as "Increase" [3]. - Company Recommendations: The report recommends specific companies such as GoerTek, Hengxuan Technology, and Crystal Optoelectronics, among others, as potential investment opportunities in the AI+AR glasses sector [1][2].