Investment Rating - The report maintains a "Recommended" investment rating for the industry [1]. Core Insights - The launch of Meta's AI glasses and accompanying handband indicates significant potential for edge computing business development [1]. - The AI glasses represent a crucial entry point for edge AI, with substantial market opportunities anticipated [5]. - Meta has a strong market position in the AI glasses sector, supported by years of research and development [7]. - The report suggests that investors should monitor Meta's advancements in AI technology and edge hardware promotion [8]. Summary by Sections Industry Performance - The computer industry has shown a performance of -3.8% over 1 month, 16.0% over 3 months, and 57.1% over 12 months [2]. Market Performance - The market performance graph indicates fluctuations in the computer sector compared to the CSI 300 index [3]. Product Launch - Meta introduced the Meta Ray-Ban Display, the first AI glasses integrating microphone, speaker, camera, and AI capabilities, along with the Meta Neural Band for control [5]. Market Growth Projections - Global smart glasses market shipments are projected to reach 14.518 million units in Q1 2025, a 42.5% increase year-on-year, with China expected to see shipments of 2.907 million units, a 121.1% increase [5]. AI Glasses Development - The report emphasizes that AI glasses align with the potential logic of AI applications, making them a focus for hardware manufacturers [5]. Competitive Landscape - Meta's extensive experience in AI glasses technology positions it favorably against competitors, including Xiaomi and Huawei in the domestic market [7]. Investment Recommendations - The report encourages investors to focus on Meta's ongoing developments in AI technology and edge hardware [8].