Huatai Securities: AI glasses are expected to become a high-frequency entry point for AI agents to enter the physical world.

Huatai Securities research report states that the AI industry is transitioning from "modeling capability competition" to the "end-to-end operation and application landing" stage, with large-scale model multimodal capabilities maturing, enabling AI to have the ability to "see, hear, and understand" the real world. Among various end forms, AI glasses, with their first-person perspective perception, low behavioral cost, low intrusion access, and all-weather wearable properties, are expected to become a high-frequency entry point for AI agents into the physical world. Huatai Securities believes that AI glasses are not just a single hardware innovation, but a key carrier for AI productivity to penetrate into real scenarios, potentially driving human-computer interaction from "active search" to "see and get" passive intelligent services.