金吾财讯 | 招银国际表示，北京时间昨日凌晨，Meta在今年的Meta Connect大会上发布了一系列新产品，包括Quest 3S MR头显、Orion AR眼镜样机、限量版透明边框Ray-Ban智能眼镜以及Meta AI模型的更新。公司在MR和AI 产品上有进一步的突破。总的来说，该行认为此次Quest 3S的发布和较为低廉的定价，将有助于促进MR市场的复苏，而Meta大模型更新及更多智能眼镜在生活中的使用场景，将持续促进Ray-Ban合作款智能眼镜的热销，并推动行业硬件升级和生态搭建。该行看好相关产业链受益公司，包括舜宇光学科技(02382)、歌尔股份、瑞声科技(02018)及东江集团控股(02283)。
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