证券时报·2025-09-17 08:29Core Viewpoint - The article highlights the strong performance of technology stocks in 2023, particularly in emerging sectors like AI and humanoid robots, with a specific focus on AI glasses as a promising industry driven by major companies' push for commercialization [3]. Group 1: AI Glasses Market - The AI glasses sector is gaining traction, with significant interest from major tech companies, particularly Meta, which plans to share updates on AI glasses at the Meta Connect 2025 event [3]. - Zuckerberg emphasizes that smart glasses will be an integral part of the AI landscape, integrating AI deeply and expanding their functionality beyond just cameras and headphones [3]. - Huatai Securities remains optimistic about the long-term potential of glasses as an "Always-on" interaction interface, especially with the enhancement of AI model capabilities [3]. Group 2: Stock Performance and Growth Potential - On September 17, 2023, several AI glasses concept stocks surged, with Wave Optoelectronics hitting the daily limit, and other stocks like Huicheng Vacuum and Changying Precision rising over 11% [5]. - A total of 41 stocks in the AI glasses sector are predicted by institutions to have a net profit growth rate exceeding 20% for both 2026 and 2027 [5]. - Specific stocks such as Xiechuang Data are forecasted to have net profit growth rates exceeding 30% over the next two years, with over 900 million yuan in net purchases since September [5][6].