Hong Kong stock concept tracking|Raybird releases AI shooting glasses V3. Institutions are optimistic about 2025 becoming AI glasses from 1 to 10 (with concept stocks)

On January 7, 2025, TCL ELECTRONICS' Thunderbird brand released the new AI recording glasses Thunderbird V3, priced at 1799 yuan, and is expected to officially go on sale on January 10. Pacific Securities stated that the Thunderbird V3 is similar to Meta's AI glasses Ray-Ban in terms of hardware such as cameras and AI models, but Ray-Ban Meta is priced at $299-379, while the Thunderbird V3 is priced at 1799 yuan, making it more cost-effective. At the same time, the company plans to launch the new smart glasses X3Pro in 2025 Q2, which is expected to be equipped with a 0.36cc light engine, low rainbow pattern optical waveguides, mass-produced electromyographic wristbands, and a peak brightness of 5000 nits. The product's competitiveness is worth looking forward to, and the brand's smart glasses product lineup is expected to continue to expand. AI glasses are a focus of this CES. According to VR gyro statistics, there are about 45 exhibitors in the field of AR/VR/XR at this year's event. From CES 2025, we can see a clear trend - AI glasses have become a hot track for many players. In addition to the early pioneers in the XR field (such as Thunderbird, GearBest, and Liweike), companies engaged in PCs and related products (THUNDEROBOT), headphone brands (Wan Mo Acoustics), display hardware manufacturers (Shenzhen KTC Technology), and companies developing mixed brain-machine interface technology (Return Technology) all hope to make an impact at CES. We are witnessing a new hardware product gradually gaining traction. Reviewing the logic of the TWS earphone surge, in the early stages of the industry, it requires leading companies to capture user minds with first-line products, as well as many second and third-tier companies to educate the market with relatively low-priced products. Against the backdrop of smartphone manufacturers entering the market and second and third-tier brands and white-label manufacturers actively participating, institutions are optimistic that 2025 will be a key year for AI glasses to go from stage 1 to 10. Hong Kong stocks related to AI glasses: TCL ELECTRONICS (01070): On January 7, 2025, TCL ELECTRONICS' Thunderbird brand released the new AI recording glasses Thunderbird V3, priced at 1799 yuan, and is expected to officially go on sale on January 10. At the same time, the company plans to launch the new smart glasses X3Pro in 2025 Q2, which is expected to be equipped with a 0.36cc light engine, low rainbow pattern optical waveguides, mass-produced electromyographic wristbands, and a peak brightness of 5000 nits. Guotai Junan's research report stated that Thunderbird showcased its latest developments in AR optics at the event, including its self-developed light engine "Firefly Engine" and the "RayNeo Optical Waveguide" developed in partnership with Applied Materials in the US, with innovations expected to be included in the Thunderbird X3 Pro AR glasses to be released in 25Q2.