Century Securities·2025-06-30 01:16Investment Rating - The report does not explicitly state an investment rating for the industry [2]. Core Views - The TMT sector outperformed the Shanghai and Shenzhen 300 index, with a weekly increase of 7.70% in the computer industry, 5.53% in communication, and 4.61% in electronics [3]. - The global AI smart glasses market is expected to grow significantly, with sales projected to reach 1.52 million units in 2024 and 3.5 million units in 2025, marking a 130% increase [3]. - The report highlights the launch of new AI glasses by major companies like Meta and Xiaomi, indicating a competitive landscape and potential investment opportunities in the related supply chain [3]. Weekly Market Review - The TMT sector's performance from June 23 to June 27 showed significant gains, with vertical application software leading at 11.35% [3]. - The report details the performance of various sub-industries within TMT, noting that the education publishing and gaming sectors had the lowest increases [3]. Industry News and Key Company Announcements - Xiaomi launched multiple new products, including its first AI glasses priced at 1999 yuan, which feature a lightweight design and enhanced battery life [3]. - Meta and Oakley introduced the Oakley Meta HSTN AI smart glasses, priced from $399, showcasing advancements over previous models [3]. - The report mentions several upcoming industry events, including the 2025 Shenzhen International Consumer Electronics Exhibition and the 2025 China Internet Conference [15].