Jingu Financial News | CICC stated that early yesterday morning Beijing time, Meta unveiled a series of new products at this year's Meta Connect conference, including Quest 3S MR headset, Orion AR glasses prototype, limited edition transparent frame Ray-Ban smart glasses, and updates to Meta AI models. The company has made further breakthroughs in MR and AI products.

Overall, the bank believes that the release of Quest 3S this time and its relatively low pricing will help promote the recovery of the MR market. The continued promotion of Ray-Ban's smart glasses through Meta's large model updates and more smart glasses in daily life scenarios will continue to drive the hot sales of Ray-Ban's collaboration smart glasses, promoting hardware upgrades and ecosystem development in the industry. The bank is bullish on benefiting companies along the related industry chain, including Sunny Optical (02382), Goertek Inc., AAC Tech (02018), and TK Group Hldg (02283).