CES百花齐放，AI智能眼镜方兴未艾

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the growing importance of smart glasses as a key application for edge AI, particularly highlighted by developments at CES and Meta's plans to increase production capacity [3][8] - The global shipment of smart glasses is projected to grow from 9.93 million units in 2025 to 86.9 million units by 2030, with the market size expected to expand from 19.7 billion yuan to 161.2 billion yuan, reflecting a CAGR of 50% [8] - The report identifies key players in the smart glasses and cross-border e-commerce sectors, recommending specific companies for investment based on their innovative product offerings and market positioning [3][8] Summary by Sections Industry Overview - The report discusses the significant presence of Chinese brands at CES 2026, with over 90% representation in the smart glasses sector [8] - Major innovations include the launch of the world's first dual-lens AR glasses with eSIM functionality and lightweight AI glasses aimed at overseas markets [8] Investment Recommendations - The report suggests continued optimism for the smart glasses supply chain and highlights leading cross-border e-commerce companies that are expected to benefit from AI applications [3][8] - Specific investment targets include companies like Mingyue Optical (301101, Buy) and others in the smart glasses and cross-border e-commerce sectors [3]