市场昨日午后跳水回落，沪指、深成指双双跌超1%。沪深两市全天成交额3.17万亿，较上个交易日放 量4865亿。板块方面，CPO、稀土、半导体等板块涨幅居前，房地产、白酒、美容护理、创新药等板块 跌幅居前。截至昨日收盘，沪指跌1.76%，深成指跌1.43%，创业板指跌0.69%。 国金证券表示，创新应用中梳理出六大方向，实现智算平台的产品兑现；优化改进能够有三个维度的赋 能，带动中长期的设备升级投资。在创新研发维度，生物发酵行业菌株筛选和流程优化，新型材料的应 用和适配，农药创新药等药剂产品的开发，辅材催化剂、添加剂等的升级优化及后续产物分离，微观结 构带来的材料升级，配方设计、升级和应用6大方向将率先实现突破；而在优化改进方向，重复环节人 工替代或者关键、危险环节检测，生产过程的智能优化，给予充分、实时市场信息进行的资源调配3个 维度可以进行优化，从而带动局部的设备投资。 华泰证券：头部企业重磅新品发布在即，看好AI+AR眼镜产业链 华泰证券指出，今年Meta Connect大会将于9月17日-18日拉开帷幕。据Meta CTO透露，会上Meta有望发 布带显示智能眼镜Celeste、第三代RayBan-Me ...

Core Viewpoint - The upcoming Meta Connect conference, scheduled for September 17-18, is expected to showcase new AI/AR glasses and software, highlighting the growing interest and competition in the AI/AR eyewear market [1] Group 1: Product Launches - Meta is anticipated to unveil the Celeste smart glasses, the third-generation RayBan-Meta glasses, and the Oakley sports glasses at the conference [1] - Other companies such as Xiaomi, Rokid, Thunder, and Xreal have already launched AI/AR glasses this year, indicating a trend in the market [1] Group 2: Industry Trends - Major international companies like Google, Samsung, Apple, and Amazon are also clarifying their hardware and software plans for AI/AR glasses, suggesting a competitive landscape [1] - The potential of glasses as an "Always-on" interaction interface is viewed positively, especially with advancements in AI model capabilities [1] Group 3: Market Catalysts - The recent product launches from leading companies are expected to act as short-term catalysts for the industry chain [1]