3C设备周观点：三星Galaxy XR头显正式发布，阿里夸克AI眼镜开启预售：机械设备强于大市（维持评级）-20251026

Investment Rating - The industry rating is "Outperform the Market" [6][14] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is the first in the Android XR ecosystem and signifies a long-term collaboration between Samsung, Google, and Qualcomm, aiming to integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring a sleek black design and integration with various applications such as Amap, Alipay, Taobao, and Fliggy. Future plans include opening API interfaces to attract more developers [2] - Meta's smart glasses, Ray-Ban Display, have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked before November. Apple is reportedly developing competitive AI glasses, with plans to preview them in 2025 and release them in 2027, accelerating the timeline for a screen-equipped version originally set for 2028 [3] Summary by Sections - Smart Glasses Market: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition in this sector [1][2][3] - Investment Opportunities: The report suggests focusing on companies involved in smart glasses (e.g., Quick Smart, Deep Science, Rongqi Technology, Bozhong Precision), silicon-based OLED screens (e.g., Yirui Technology, Qingyue Technology), panel equipment (e.g., Liande Equipment), automation assembly equipment (e.g., Bozhong Precision), and 3D printing applications (e.g., Huashu High-Tech) [4]