AI glasses accelerate towards the mass market, two major investment opportunities worth noting

Since the beginning of this year, the smart glasses industry has experienced explosive growth. Major players are continuously launching new products, and shipment volumes are increasing rapidly. Coupled with the deep integration of AI and AR technologies, AI glasses have been pushed to the forefront of consumer electronics. According to Wind data, as of the market close on September 29, the Wind Smart Wearable Index rose by 1.34%. Among the index constituents, Intretech, Keystone Technology, and Lingyi iTech hit the daily limit, while Darui Electronics and Dongshan Precision also saw gains. Analysts believe that several leading technology companies have recently released AI glasses, indicating a high level of industry prosperity. The AI glasses industry is at a critical stage of transitioning from technological exploration to large-scale commercial use, and its strategic value as the next generation of human-computer interaction interface has become a consensus in the industry. With continuous hardware technology iterations and an increasingly rich software ecosystem, AI glasses are expected to gradually break through current bottlenecks, achieving bidirectional penetration in both the consumer and industry sectors