Meta Platforms(US:META) Xinda Securities·2025-06-17 13:14Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights the upcoming launch of the Meta Oakley smart glasses, designed specifically for sports enthusiasts, which is expected to enhance the penetration rate of AI sports glasses in the market [2][3] - AI shooting glasses are becoming a consumer-grade product, with global sales yet to significantly increase. The report identifies that the lack of hardware and software compatibility is a core reason for the slow adoption in the domestic market [3] - The report anticipates that AI sports glasses, which integrate multiple functionalities, will become essential for outdoor sports, as they address the previous issue of "functional islands" in sports equipment [3] - The report draws a parallel between AI sports glasses and action cameras, suggesting that the core functionalities of both are similar, focusing on first-person perspective shooting and advanced algorithms for AI detection and stabilization [3] - The report recommends focusing on the company "Inpaiss" as a potential strategic target in the AI and sports sector, which is collaborating with leading smart glasses manufacturers [3]