Apple, Meta, and others have successively laid out AI glasses products and received more capital support

Some industry insiders believe that 2024 may become a turning point in the field of AI smart glasses; The most cost-effective scenario for the implementation of AI applications is currently in AI smart glasses. AI smart glasses are expected to usher in an industry explosion period in the AR field. In addition, the industry also reported that Apple, Samsung, ByteDance, Meta and other giants accelerated the layout of AI eyewear products, which also led to the stock price of A-share "AI eyewear" concept stocks rising sharply.
We see that:
Xiaomi MIJIA Smart Audio Glasses Enjoyment Edition will be officially released in April;
In May, Huawei launched Huawei Smart Glasses 2-Box Sunglasses;
Meta plans to release its first smart AR glasses, "Orion," in 2024;
Apple is expected to launch AR glasses after 2026,
Not only are the concept stocks of "AI glasses" being sought after in the A-share market, but funds in the US stock market are also paying close attention to AI concept technology giants. They are optimistic about AI and accelerating their layout of AI. They are also investing in AI robots, AI glasses and other products, which have received more capital support. For example, in the overall US stock market, in the second quarter, large institutional investors in the US stock market still held close to the "seven tech giants", but there have been signs of loosening at the micro level. According to foreign media statistics, Goldman Sachs, BlackRock, JPMorgan Chase, Morgan Stanley, as well as sovereign wealth funds from Norway and Saudi Arabia, are still increasing their holdings in all seven tech giants.
For example, Apple and Microsoft are still highly favored by institutional investors; The company that added the most positions to Vanguard Navigation in the second quarter was Apple, with an increase of up to 14% in positions; Goldman Sachs increased its position in Apple Inc. by 19% in the second quarter; BlackRock also significantly increased its holdings of 9.69 million shares in Apple, and similarly, Morgan Stanley's largest increase in holdings was also in Apple Inc. Meanwhile, data statistics also show that as of the end of the second quarter, Microsoft's stock was the largest holdings in the US stock market by multiple large investment institutions such as BlackRock, Goldman Sachs, Vanguard Navigation, Morgan Stanley, and JPMorgan Chase, and these institutional investors continue to increase their holdings in Microsoft's stock.