XIAOMI(HK:01810) 证券时报·2025-06-25 02:53Core Viewpoint - Xiaomi is set to launch its AI glasses on June 26, which are seen as a significant advancement in personal smart devices and a potential next-generation mobile terminal [2][5]. Group 1: Product Overview - The AI glasses will integrate artificial intelligence technology with traditional eyewear, featuring components like cameras, Bluetooth headsets, and AR capabilities [4]. - These glasses are positioned as a non-contact, multi-modal interaction device, combining visual, auditory, and verbal inputs, making them an ideal platform for AI applications [4]. Group 2: Market Potential - According to Guotou Securities, AI glasses are expected to gain rapid popularity due to their lightweight, stylish design, affordable pricing, and the maturity of the required technology [4][5]. - The glasses are anticipated to meet essential needs in high-frequency scenarios for work and entertainment, which supports their quick adoption in the market [5]. Group 3: Competitive Landscape - The AI glasses are viewed as a potential successor to smartphones in the mobile intelligent terminal space, with the ultimate form of AI+AR technology [5]. - Xiaomi's upcoming product launch also includes other devices such as the Xiaomi Flip2 foldable phone and the Xiaomi Pad 7S Pro, indicating a broader strategy in the personal electronics market [5].