Will AI glasses be the next trend?

　　The AI glasses market will become the next super hardware market after smartphones. As a new blue ocean in the smart wearable market, AI glasses have attracted the attention and layout of more and more domestic and foreign companies with their unique interaction methods, diverse application scenarios, and broad market prospects. Keen investors are looking for “AI” and “chain” through channels such as the Interactive Platform.

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Are AI glasses a new trend？

　　Recently, Baidu released its first glasses - Xiaodu AI glasses, calling the product “the world's first native AI glasses equipped with Chinese large models.” According to reports, Xiaodu AI glasses will be officially launched in the first half of 2025. With the industry boom rising, the leading AI glasses stock Dr. Glasses has gained market recognition and has surged by more than 50% since November.

　　Robin Li said that agents are the most mainstream form of AI applications and are about to reach a breaking point. Institutions are also optimistic. Among them, Kaiyuan Securities believes that AI consumer-grade smart glasses will usher in the first year of heavy volume.

　　Coincidentally, in the first half of 2024, Xiaomi and Huawei successively released related smart glasses products. Apple, Tencent, and Bytedance all announced their intention to enter AI smart glasses, and new products in the industry are constantly being introduced. Rokid will also hold the Rokid Jungle 2024 partner and new product launch conference in Hangzhou on November 18, bringing a new generation of AR glasses and new thinking about the AR industry. The implementation of AI products has always been an important carrier for the commercialization of large models.

　　The company stated that it has established cooperation with leading smart glasses brands in the industry: Xingji Meizu, Li Weike, Thunderbird Innovation, and ROKID. The information shows that Doctor Glass and Thunderbird have jointly established a joint venture to strengthen the layout of smart glasses and plan to develop the first generation of shooting glasses and audio + AI glasses. The new products are expected to be released by the end of the year.

　　According to statistics from Securities Times·Databao, there are more than 80 AI glasses concept stocks in A-shares. Since September 24, the Shanghai Composite Index has surged by more than 25%, and AI glasses concept stocks have increased by an average of 60.7%.

　　Kaiyuan Securities stated that it will focus on the investment strategy of product structural innovation and terminal innovation consumer electronics sector under AI empowerment.