Hong Kong stocks concept tracking | Meta's new AI smart glasses will debut, benefiting from the "post-smart era" in the industry chain (with concept stocks)

Mark Zuckerberg said that Meta glasses will provide "super intelligence". Meta is expected to launch its first consumer-level smart glasses with a built-in display this Wednesday to continue the momentum of its Ray-Ban series, which was a popular consumer item in the early days of the artificial intelligence era. Analysts suggest that the new glasses may be named "Celeste" and will come with Meta's first gesture-controlled wristband, but the expected price of $800 may deter some buyers. Reportedly, these glasses may be branded as PRADA. The event is scheduled to start at 5:00 p.m. Pacific Time in the United States. These glasses are expected to have a small digital display on the right lens for basic tasks like notifications, as well as features from existing Ray-Ban and Oakley smart glasses like AI assistants, cameras, hands-free controls, and live streaming to social media platforms including Instagram. Meta said the starting price for the second-generation Ray-Ban smart glasses will be $379. Analyst Ming-Chi Kuo of TF International Securities recently stated that Meta is set to start mass-producing the AI glasses Hypernova in the third quarter of 2025, with a product lifecycle of two years and an estimated shipment of 150,000-200,000 units within the next two years. Kuo also mentioned that based on Qualcomm chip shipment estimates, global smart glasses shipments are expected to reach 13-15 million units in 2026. CMB International released a research report indicating that they continue to see strong growth potential in the AI glasses industry, with Ray-Ban Meta glasses experiencing more than double the growth in the first half of the year, Xiaomi aiming for 500,000 shipments of AI glasses, various brands having rich product pipelines, and the continuous expansion of ecosystems with AI functions and applications paving the way for growth in the supply chain in the second half of the year. Here are some related Hong Kong stocks in the AI glasses industry: Kantatsu Optical (02276): CITIC Securities released a research report stating that the company is expected to benefit fully from the upgrading trend in the AI glasses industry and open up growth space. The requirements for XR myopia solutions are being upgraded toward thin, high-performance integrated fitting, requiring a high level of manufacturing expertise. The company started positioning XR integrated technology in 2021, introduced a strategic cooperation with shareholder Goertek Inc., and is expected to achieve customer synergy. They have already received research projects and small trial orders from leading global tech and consumer electronics companies and are building a dedicated production line for XR lenses in Thailand. Lens Technology (06613): Recently, there have been reports that Meta will release the next generation of Ray-Ban AI glasses in September, with added AR display functionality. According to sources, Lens Technology will exclusively supply the three core components of this AI glasses model, and relevant components are currently in production. TCL ELECTRONICS (01070): On January 7, 2025, TCL ELECTRONICS' sub-brand Thunderbird released a new AI shooting glasses product, Thunderbird V3, priced at 1799 yuan. SUNNY OPTICAL (02382): SUNNY OPTICAL has technological layouts and product solutions in AI glasses for visual solutions, especially in scene interaction, information interaction, and imaging. The company has a full-stack XR visual solution covering technologies like single camera, dual camera, and dTOF, continuously driving research progresses in high resolution, miniaturization, variable aperture, and meeting industry demands for features like SLAM, ultra-wide-angle, ultra-long focus, and eye-tracking in AI glasses. XIAOMI-W (01810): Xiaomi recently held an eco-product launch event featuring products such as the Xiaomi YU7 all-electric SUV and Xiaomi Watch S4 41mm, Xiaomi Mi Band 10, Xiaomi Open-fit Earphone Pro, and Xiaomi's first AI glasses. The Xiaomi AI glasses are positioned as "a personal smart device for the next generation, an AI gateway on the go," supporting first-person perspective shooting, video calling, live streaming, and Xiao AI. BIDU-SW (09888): At the 2024 Baidu Inc Sponsored ADR Class A World Conference, Baidu Inc Sponsored ADR Class A officially launched the Xiaodu AI glasses, calling it the "world's first AI glasses with a large Chinese model". Alibaba Group Holding Limited Sponsored ADR (09988): Alibaba Group Holding Limited Sponsored ADR officially released the first self-developed AI glasses "Quark AI Glasses" at the World Artificial Intelligence Conference (WAIC) on July 26, 2025, positioning it as a "super assistant that is with you at all times in multiple scenarios", deeply integrating the capabilities of the Alibaba ecosystem and technology. TCL ELECTRONICS (01070): The company holds an 11.5% stake in Raybird Innovation. Guotai Junan previously pointed out that Raybird Innovation, incubated by TCL ELECTRONICS, has a core team from TCL, DJI, Meta, and ByteDance, and has obvious innovation advantages.