META-Meta Connect 智能眼镜 + 人工智能极具战略意义且正处于转折点

V i e w p o i n t | 18 Sep 2025 05:45:22 ET │ 17 pages Meta Platforms Inc (META.O) Meta Connect: Smart (Display) Glasses + AI Are Highly Strategic & at a Tipping Point CITI'S TAKE With three new AI smart glasses launched at Connect, we emerge incrementally positive on Meta's AI glasses and broader AI device strategy and believe adoption of the glasses could reach a tipping point in '26, particularly given the form factors and price points. We were impressed with the heads-up display and Neural Band integrat ...