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Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Express News | Leverage funds heavily invested stocks are exposed, with BYD at the top.
Directly benefiting from the significant cost reduction of DeepSeek, AI glasses are expected to accelerate their explosion in popularity.
① Industry insiders indicate that with the maturity of technology and the decrease in comprehensive product costs, 2025 is expected to be the year of explosive growth for AI glasses. ② Cinda Securities points out that DeepSeek significantly enhances model quality while reducing unit costs, the computing power aspect is expected to be alleviated, and participating players could adopt relatively less Hardware and relatively low costs, domestic Asia Vets players may accelerate their entry.
Express News | New breakthroughs in the field of optics, Goer Optical releases DLP 3D Printing optical module.
Express News | Gree Optical has launched a new AR full-color optical waveguide display module.
Hong Kong stocks move | Canature Optical (02276) rose more than 9% in the morning, expected annual net profit to increase by more than 30% year-on-year. The company recently received investment from Goertek Inc.
Kangnait Optical (02276) rose over 9% in the morning, as of the time of writing, it increased by 9.11%, reaching HKD 26.35, with a transaction amount of HKD 27.4655 million.