Recently, a number of new smart glasses have been released. The Meta Connect conference launched a variety of smart glasses, including Meta's first Ray-Ban Meta Audio without a camera, the best-selling product third-generation Ray-Ban Meta, and its own brand Meta Adventurer, and introduced the Muse Assistant function into its smart glasses products. Domestically, on October 13, Qianwen released the N1 AI glasses, and the Jimi MemoMind One AI display glasses began pre-sale. From overseas to domestic, the pace of new products has accelerated markedly, and the market continues to heat up. According to statistics from the Securities Times and Databao, there are more than 100 concept stocks in A-shares that have laid out the smart glasses industry chain. In terms of performance, 12 shares have now disclosed their earnings forecasts for the first three quarters, all of which have reversed losses, pre-increased, or reduced losses. Based on the estimated lower limit of net profit, Quanzhi Technology and Hongfuhan both increased by more than 100%. In terms of capital, 29 shares have received financing for net purchases of more than 10 million yuan since October. TCL Technology, Jingchen shares, and Goertek shares are at the top, with 188 million yuan, 124 million yuan, and 84 million yuan respectively.

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