【银河证券:百镜大战引爆市场,AI应用加速渗透】银河证券研报表示,受制于价格及用户体验问题,AR眼镜难以得到大范围普及。2019年产品开始轻量化发展,并向消费领域渗透。2023年在AI赋能下,AI眼镜得以爆发,其接入AI大模型,可为用户提供语音助手、识物、翻译、导航等功能。Meta旗下Ray-Ban Meta引领市场发展;同时,2024年末以来多个国产品牌已陆续推出AI智能眼镜新品。未来伴随AI眼镜产品持续迭代升级,用户体验有望不断得到强化,进而向传统眼镜渗透,最终有望实现对传统眼镜的替代,达到较高的渗透率,并成为下一代通用计算平台和终端。

金融界
26 Feb
银河证券研报表示,受制于价格及用户体验问题,AR眼镜难以得到大范围普及。2019年产品开始轻量化发展,并向消费领域渗透。2023年在AI赋能下,AI眼镜得以爆发,其接入AI大模型,可为用户提供语音助手、识物、翻译、导航等功能。Meta旗下Ray-Ban Meta引领市场发展;同时,2024年末以来多个国产品牌已陆续推出AI智能眼镜新品。未来伴随AI眼镜产品持续迭代升级,用户体验有望不断得到强化,进而向传统眼镜渗透,最终有望实现对传统眼镜的替代,达到较高的渗透率,并成为下一代通用计算平台和终端。

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