三大催化來襲,AI眼鏡萬億賽道引爆!下一個科技風口?
AI眼鏡賽道迎來多重利好,資本市場迅速反應。
今日AI眼鏡概念暴升掀升停狂潮,緯達光電、傑美特、星星科技、勝利精密、比依股份等近10股升停,雷神科技升超18%,博士眼鏡升超17%。

業內人士指出,這一輪行情背後,既有政策層面的推動,也有巨頭入局的刺激,更折射出AI眼鏡產業鏈的投資機會。
AI眼鏡迎重磅催化
昨天,中國信通院正式啟動了對AI眼鏡的專項測試。
此次測試覆蓋AI眼鏡基本配置、音頻、圖像、防抖、交互、續航、安全隱私七大模塊,涉及超過60項測試指標,旨在全面評估AI眼鏡產品功能、性能、可用性和可靠性。
這是目前國內首次針對AI眼鏡的標準化測試,標誌着整個AI眼鏡行業規範化進程又邁出重要一步。
此外,2月18號,在2025餘杭區經濟高質量發展大會上,靈伴科技創始人祝銘明佩戴最新產品Rokid Glasses現身大會現場。
創始人將自己的發言稿顯示在眼鏡上,靠手指上的戒指就能翻頁,“很輕鬆!”
這款最新的AR眼鏡重量僅為49克,搭載AI技術後,能實現翻譯、支付、問答搜索等功能。此外,AI+AR眼鏡Rokid Glasses將於2025年第二季度面市開售。

與此同時,小米AI眼鏡的發佈計劃也成為市場關注的焦點。
有媒體報道,小米原定於2025年3月至4月發佈的AI眼鏡,已提前至2月底與旗艦手機小米15 Ultra同台亮相,預期出貨量超30萬台。
小米AI眼鏡的提前發佈,不僅標誌着小米正式入局AI眼鏡賽道,也進一步驗證了行業發展的加速趨勢。
2025或是AI眼鏡爆發元年?
隨着人工智能技術的快速發展和應用場景的拓展,AI眼鏡作為其重要落地場景之一。業界的共識是,2025年或將成為AI眼鏡元年。AI眼鏡作為一種融合視覺、聽覺等重要感知交互方式的可穿戴設備,有望率先成為“人工智能+消費”的重要新產品,成為下一個出貨量過億的消費電子終端。
根據WellsennXR,24年全球AI眼鏡銷量234萬台(其中中國5萬台),預測2025年全球AI智能眼鏡銷量550萬台(同比+135%)。
據IDC預測,2030年全球AI眼鏡市場規模將突破3000億美元。
面對即將打開的巨量增長空間,諸多科技巨頭紛紛積極佈局。
據不完全統計,目前已有超過40家國內外廠商入局AI眼鏡,涉及產品數量預計超過50款。這些廠商不僅包括傳統的消費電子巨頭,如蘋果、三星、華為、小米等,還有互聯網大廠和AR明星企業。
2024年,Ray-Ban Meta的成功證明了AI眼鏡的市場潛力,而2025年,隨着更多新產品的發佈,AI眼鏡有望迎來真正的起量爆發。
附:AI眼鏡產業鏈梳理

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