突传利好，央企巨头10亿重金入局，AI眼镜多股涨停

Core Viewpoint - The article highlights the significant investment activity in the AI glasses sector, particularly focusing on the recent C+ round financing of Thunderbird Innovation, which raised over 1 billion yuan, indicating strong market interest and confidence in the industry [1][9]. Financing and Market Activity - Thunderbird Innovation completed a C+ round financing of over 1 billion yuan, led by China Mobile Chain Long Fund and CITIC Jinshi, with participation from China Unicom's Lianchuang Innovation Fund [1]. - The financing was initially planned to raise 300-400 million yuan but ended up being 2-3 times oversubscribed, reflecting the capital market's enthusiasm for industry leaders [9]. - Following the financing announcement, the AI glasses index surged over 3.5%, with several stocks, including Lianjian Optoelectronics and Sudavige, hitting their daily limit [3][4]. Industry Trends and Operator Involvement - The entry of telecom operators into the AI glasses market is expected to reshape the industry landscape, focusing on eSIM communication modules and edge computing capabilities [6]. - Operators are likely to offer not just smartphones but also smart glasses and related services, which could lower the barriers for consumer adoption [6]. - The involvement of telecom operators is anticipated to enhance confidence in the supply chain and accelerate the deployment and scaling of smart glasses [6]. Technological Advancements - The competition for the next generation of internet access is intensifying, with smart glasses seen as a potential new computing terminal [11]. - Thunderbird Innovation plans to showcase its X3 Pro Project eSIM at CES 2026, which will allow the device to function independently of smartphones, integrating eSIM and 4G capabilities [11]. - The trend towards resource concentration in the AR sector is evident, with multiple companies securing significant funding to support technological advancements [11]. Market Potential and Consumer Demand - The AI glasses market is expected to benefit from government subsidies, with smart glasses included in the national subsidy program, offering 15% off the price with a cap of 500 yuan per unit [12]. - Consumer interest in innovative purchasing models, such as "buying glasses with phone plans," aligns well with telecom operators' distribution strengths [6]. - The industry is projected to grow as leading companies actively position themselves in the smart glasses market, driven by both technological innovation and favorable policies [12].