On February 24th, Guotai Junan Research Report stated that AI glasses are leading the way in new AI consumption scenarios, and they are optimistic about manufacturers of core components and complete machines with traffic and content advantages. Domestic large-scale models have become a new driving force for the explosive demand for AI glasses. China has the industrial foundation for large-scale AI glasses, and the national policy of expanding domestic demand emphasizes the vigorous promotion of technology consumption. The industry has entered a period of high demand. Recommendation: 1. Main control chip, visual and acoustic optical core component companies; 2. A complete machine brand company with advantages in user traffic and content ecology; 3. A company with the ability to iterate and upgrade self-developed large models and produce content.
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