Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities, particularly in emerging sectors like AI glasses and surgical robots [1] Group 2 - AI glasses are entering a period of explosive growth, with government subsidies expected to be included by 2026 and nearly 60 companies participating in CES, indicating significant investment potential [1] - A new type of specialty fiber, which is 15 times stronger than quality steel, is emerging in two new application scenarios, leading to competitive positioning among four companies [1] - Surgical robots now have clear pricing, which is anticipated to accelerate end-user demand, suggesting a growing market for these technologies [1] - International gold prices have surpassed $4,800 for the first time, indicating a potential for valuation recovery in gold stocks [1]
【研选行业】AI眼镜迈入爆发期：2026年纳入国补，CES近60家企业进场！这些标的值得重点布局
第一财经·2026-01-21 11:39