AI-AR 眼镜：第一视角拍摄、免手持通信与 AI 接入带来全新数字选择；上调中国市场规模预期-GC Tech_ AI_AR glasses_ Point-of-view shots, hands-free communication and AI access offer a new digital option; Raising China TAM
2025-12-02 02:08
1 December 2025 | 7:33PM HKT Equity Research GC Tech: AI/AR glasses: Point-of-view shots, hands-free communication and AI access offer a new digital option; Raising China TAM Photo from RayNeo, INMO, HTC, LAWK Source: Company data Note: AI glasses are smart glasses with AI features; they usually come with only audio interaction, without display. AR glasses come with a digital overlay of a display on top of the Allen Chang +852-2978-2930 | allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. AI/AR glasses provid ...