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<Research>CMBI Expects AI Glasses Boom to Benefit Tech Supply Chain w/ Ratings at Buy for XIAOMI-W (01810.HK), Others
Recommend 20 Positive 51 Negative 10 |
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CMBI released a research report reiterating its positive outlook for the booming AI glasses industry, and believing that the robust growth of over 2x in 1H25 for Ray-Ban Meta glasses, Xiaomi AI glasses' shipment target of 500,000 units, the rich product pipelines of various brands and the continuously expanding ecosystem with AI features and application scenarios will pave the way for growth in the related supply chain in 2H25. As more tech companies entered the AI glasses market, cost optimization and the expansion of generative AI application scenarios will continue to drive demand over the coming years, benefiting the tech supply chain. Of which, major tech brands like XIAOMI-W (01810.HK)/ optical component manufacturers like Q TECH (01478.HK)/ speaker and microphone component firm AAC TECH (02018.HK) are rated at Buy, with target prices of $65.91/ $13.21/ $63.54. AASTOCKS Financial News Website: www.aastocks.com |
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