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AI眼镜市场持续升温!消费电子ETF下跌0.11%,蓝思科技上涨4.22%
Xin Lang Cai Jing· 2025-08-07 03:04
Group 1 - The A-share market experienced a collective decline on August 7, with the Shanghai Composite Index down by 0.14% during the session, while sectors such as beauty care, textiles, and banking showed positive performance, and steel and non-ferrous metals faced significant declines [1] - In the consumer electronics sector, the Consumer Electronics ETF (159732.SZ) saw a slight decrease of 0.11%, with individual stocks like Lens Technology, Luxshare Precision, and Crystal Optoelectronics showing gains of 4.22%, 3.45%, and 2.29% respectively, while companies like Shenghong Technology and Jingchen Technology reported declines of -5.01% and -3.10% [1] Group 2 - Global AI smart glasses sales are projected to reach 870,000 units in Q2 2025, marking a year-on-year increase of 222%, primarily driven by strong sales of Ray-Ban Meta smart glasses, which sold 720,000 units compared to 250,000 units in the same period last year [3] - The report from Caixin Securities indicates that the sustained interest in the AI smart glasses market, along with strong sales growth and the upcoming releases of new AI+AR glasses from tech giants like Alibaba, Google, and Meta, will provide significant growth momentum for the overall AI smart glasses sales this year [3] - The launch of Oakley Meta Glasses is expected to contribute to the sales of sports AR glasses, with integrated display functions and deep ecosystem integration being identified as key development directions for future AI smart glasses [3]
AI眼镜关注新品催化,优质白马进入价值区间
Huafu Securities· 2025-06-22 08:17
华福证券 轻工制造 2025 年 06 月 22 日 轻工制造 AI 眼镜关注新品催化,优质白马进入价值区间 投资要点: 【周观点】本周 Meta 公布与依视路合作打造的下一代智能眼镜,近期 AI 眼镜新品催化不断,建议关注明月镜片、康耐特光学、博士眼镜、英派斯; 5 月我国塑料餐具、保温杯、化纤制充气褥垫等细分品类出口受关税影响 同比均有下滑,同时 5 月越南商品出口额同比+17%,看好海外产能布局领 先的出口企业,出口链持续推荐众鑫股份;近期随市场情绪回调,多数白 马已处于价值布局区间,建议关注太阳纸业、晨光股份、裕同科技。 ➢ 3)轻工消费:①6 月 20 日,Meta 公布与依视路合作打造的下一代 智能眼镜——Oakley Meta Glasses。相较于 2023 年推出的 Ray- Ban Meta,Oakley Meta 在电池续航和视频拍摄分辨率方面实现了 显著提升。近期 AI 眼镜新品陆续发布,产业催化不断,建议关注明 月镜片、康耐特光学、博士眼镜、英派斯等。②据星图数据发布的 618 全网销售数据解读,5 月 13 日-6 月 18 日全网综合电商销售总 额达到 8556 亿元,同比去年大 ...