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【券商聚焦】海通国际看好AI眼镜成为端侧AI的重要形态 建议关注舜宇光学科技(02382)、瑞声科技(02018)

[Brokerage Focus] Haitong Int'l is bullish on AI glasses becoming an important form of edge AI, suggesting attention to Sunny Optical (02382) and aac tech (02018).

Jingu Wealth Information ·  Nov 26 15:52

Jingu Wealth News | Haitong International released a research report, according to the official website of IT Home, at the 2024 Baidu World Conference on November 12, Baidu officially launched Xiaodu AI Glasses, calling the product the "world's first native AI glasses with a large Chinese model." Xiaodu AI Glasses has achieved the following configurations: 1) Camera: 16MP ultra-wide-angle camera, supporting AI anti-shake algorithm; 2) Battery life: supports over 5 hours of continuous listening, can be fully charged in 30 minutes, nominally standby time of 56 hours; 3) Acoustics: equipped with a four-microphone array to recognize sounds, using an open leakage-proof speaker design; 4) Weight: 45g; 5) AI functions: include first-person shooting, asking while walking, calorie recognition, recognizing objects encyclopedia, audiovisual translation, smart memos, and other functions. The glasses are expected to be officially launched in the first half of next year.

The company is bullish on AI glasses becoming an important form of edge AI, with more leading manufacturers expected to enter the market in the future. It is recommended to pay attention to industry chain companies related to AI glasses: Goertek Inc., Longqi Technology, Bestechnic (Shanghai) Co., Ltd., Asia Vets, Sunny Optical (02382), AAC Tech (02018), Universal Scientific Industrial (Shanghai) Co., Ltd., and others.

The translation is provided by third-party software.


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