高盛：AI _ AR眼镜新产品激增，价格更亲民，人工智能功能增强；消费者需求增长
Goldman Sachs·2025-06-17 06:17
16 June 2025 | 8:17PM HKT GC Tech: AI / AR glasses: proliferating new products, increasing affordability, AI features; growing consumer appetite Consumer appetite for technology experience has expanded from smartphone to AI / AR glasses. We see increasing popularity of AI / AR glasses, driven by new products by Meta, Xreal, Rokid, RayNeo, Meizu, INMO, with Xiaomi and Apple also having products in their pipeline. Affordability, rising use cases and increasing integration of AI features have been supporting i ...