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國金證券:重點關注AI智能眼鏡新機發布
國金證券表示,小米、字節等廠商AI智能眼鏡有望二季度發佈,下半年更多品牌將推新品。小米AI眼鏡對標Meta Ray-ban,採用高通AR1+恆玄2700芯片,功能豐富,還將推電致變色版本。華爲盤古多模態大模型更新至5.0,其AI眼鏡交互體驗有望提升。目前雷鳥等品牌已發售產品,Wellsenn預測2025年全球AI眼鏡銷量550萬臺,2027年全球AR眼鏡出貨量150萬臺。建議關注AI及AR眼鏡產業鏈,同時留意一季度業績超預期方向,看好算力核心等產業鏈。
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