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公告精選︱歌爾股份:上半年淨利潤增190.44%至12.25億元擬10派0.5元;重慶啤酒:上半年淨利潤9.01億元,同比增長4.19% @ 2024-08-15T Back Hot News
Keyword:眼鏡
Concept:
產業趨勢上,AR眼鏡當前存在性能、便攜性、成本的不可能三角,中信證券認為其發展節奏是:空間投影AR(極客產品)→AI眼鏡(穿戴式設備)→AR(計算機),而AI智能眼鏡作為可穿戴設備,低成本的同時為消費者帶來劃時代高效率,是當前產業公認的AI最具性價比硬件落地方案,同時目前AI智能眼鏡技術逐漸成熟、參與玩家眾多、產品陸續推出,且潛在空間巨大(根據中信證券測算,僅傳統眼鏡市場2023年市場規模就已接近2012年全球智能手機市場規模),疊加2023年來RAY-BANMETA熱銷,伴隨著2024年AI技術的快速迭代及AI智能眼鏡產品的陸續推出,AI智能眼鏡關注度上升,因此中信證券認為AI智能眼鏡趨勢已來,但考慮到重磅產品+關注度+出貨量+滲透率+業績這5大因素尚未滿足,中信證券認為對於AI智能眼鏡來說,當前更像是TWS耳機的2015年-16年,2024年正是AI智能眼鏡行業關鍵的拐點時刻,目前尚未形成共識,關鍵在於AI領軍企業及消費電子龍頭推動。

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