电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链

国金证券

2025/06/22

（以下内容从国金证券《电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链》研报附件原文摘录）电子周观点：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链。6月20日，Meta和运动眼镜品牌Oakley推出无显示屏全新AI眼镜Oakley Meta HSTN，推动AI眼镜在滑雪/登山/骑行等运动领域深度应用。硬件端针对Ray-Ban痛点持续升级，电池续航时间延长至达8...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/news/2545432379"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2545432379\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2545432379?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-06-22 20:07","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2545432379","market":"us","top_or_hot":-1,"title":"电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链","media":"国金证券","content":"<div>\n<p>（以下内容从国金证券《电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链》研报附件原文摘录）电子周观点：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链。6月20日，Meta和运动眼镜品牌Oakley推出无显示屏全新AI眼镜Oakley Meta HSTN，推动AI眼镜在滑雪/登山/骑行等运动领域深度应用。硬件端针对Ray-Ban痛点持续升级，电池续航时间延长至达8...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506222007279526b315&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-22 20:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506222007279526b315&s=b><strong>国金证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从国金证券《电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链》研报附件原文摘录）电子周观点：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链。6月20日，Meta和运动眼镜品牌Oakley推出无显示屏全新AI眼镜Oakley Meta HSTN，推动AI眼镜在滑雪/登山/骑行等运动领域深度应用。硬件端针对Ray-Ban痛点持续升级，电池续航时间延长至达8...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506222007279526b315&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1564329032.USD","symbol_name":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506222007279526b315&s=b","article_id":"2545432379","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506222007279526b315&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2545432379","pubTimestamp":1750594043,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"我们认为下半年AI/AR眼镜有望迎来积极利好，Rokid Glasses即将发售，Meta Connect2025将于9月17日召开，将聚焦于Meta Quest头显、AI眼镜以及其他人工智能领域的最新进展，并有望发布新品，此外，字节、阿里等厂商也有望发布AI/AR眼镜，建议关注AI/AR眼镜受益产业链。建议重点关注算力核心受益硬件，自主可控受益方向、苹果链及AI驱动受益产业链。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","META":"Meta Platforms, Inc.","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","BK4587":"ChatGPT概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4588":"碎股","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","AR":"Antero Resources Corp","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC"},"translate_title":"Electronics industry research: Meta releases AI sports glasses, it is recommended to pay attention to AI/AR glasses to benefit from the industry chain","themeId":"1289dcc06f0ca5388882f9e27887fbd9","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1,"AR":1},"content_text":"（以下内容从国金证券《电子行业研究：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链》研报附件原文摘录）电子周观点：Meta发布AI运动眼镜，建议关注AI/AR眼镜受益产业链。6月20日，Meta和运动眼镜品牌Oakley推出无显示屏全新AI眼镜Oakley Meta HSTN，推动AI眼镜在滑雪/登山/骑行等运动领域深度应用。硬件端针对Ray-Ban痛点持续升级，电池续航时间延长至达8小时，配合充电盒可使用48小时，采用1200万像素摄像头，视频分辨率可达3K。在AI功能上，镜架配置摄像头、开放式扬声器和麦克风，支持照片拍摄和视频录制、拨打接听电话、播放音乐、查询翻译、Meta AI语音交互功能等，产品起售价399美金。各大厂商正在积极推动AI/AR眼镜的研发，小米首款AI智能眼镜将在6月26日发布，将采用双芯架构，定位对标雷朋Meta，小米AI眼镜核心功能将集合摄影录像、AI语音交互、音频播放等，通过镜头感知现实世界，结合AI带来丰富玩法，例如类似苹果视觉智能的功能，可识别物品、餐厅等，并提供价位、评分等信息。我们认为下半年AI/AR眼镜有望迎来积极利好，Rokid Glasses即将发售，Meta Connect2025将于9月17日召开，将聚焦于Meta Quest头显、AI眼镜以及其他人工智能领域的最新进展，并有望发布新品，此外，字节、阿里等厂商也有望发布AI/AR眼镜，建议关注AI/AR眼镜受益产业链。在英伟达GB200及CSP厂商ASIC AI服务器及交换机的带动下，AI-PCB需求高增长，ASIC所用PCB的单GPU对应的PCB价值量更高，目前多家AI-PCB公司订单强劲，满产满销，二、三季度业绩高增长有望持续，AI覆铜板也需求旺盛，由于海外覆铜板厂商扩产缓慢，大陆覆铜板龙头厂商有望积极受益，建议关注核心受益公司。整体来看，建议关注上半年业绩增长确定性方向，AI-PCB及算力硬件、自主可控、苹果链及AI驱动受益产业链。投资建议与估值重点关注上半年业绩增长确定性方向、AI-PCB及算力硬件、半导体自主可控、苹果链及AI驱动受益产业链。英伟达GB200/300积极拉货，2025、2026年ASIC迎来爆发式增长，目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，二、三季度业绩高增长有望持续，AI覆铜板也需求旺盛，随着英伟达GB200及ASIC的放量，AI服务器及交换机大量转向采用M8材料，由于海外AI覆铜板扩产缓慢，大陆覆铜板龙头厂商有望积极受益，看好核心受益公司。建议重点关注算力核心受益硬件，自主可控受益方向、苹果链及AI驱动受益产业链。细分行业景气指标：消费电子（稳健向上）、PCB（加速向上）、半导体芯片（稳健向上）、半导体代工/设备/材料/零部件（稳健向上）、显示（底部企稳）、被动元件（稳健向上）、封测（稳健向上）。风险提示需求恢复不及预期的风险；AIGC进展不及预期的风险；外部制裁进一步升级的风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}