【中银证券：重磅玩家入局AI眼镜行业 产业热度提升】金十数据11月21日讯，中银证券研报指出，近期重磅玩家入局AI眼镜行业。百度发布小度AI眼镜，大模型厂商在眼镜端进展加速。三星或明年发布首款AI眼镜，AI眼镜赛道迎手机品牌商加速入场。苹果手机操作系统更新VisualIntelligence功能，探索以手机摄像头为核心的“空间GPT”，有望为AI眼镜做技术和探索场景。目前AI眼镜仍处于发展早期，但产业热度提升，愿景空间较大。近期入局AI眼镜的厂商具备较强的软硬件定义能力，并且具备智能手机这一生态中枢，也将更好地拓展眼镜与成熟应用生态的互动体验，增强AI眼镜的实用性。AI眼镜有望成为从“0到1”的新型硬件终端，目前看2025年或将是各路AI眼镜重磅产品发布的时间节点。
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