Citi said that among the VR glasses and other new products released at the Meta Connect conference, Goertek and Sunyu Optics are the main beneficiaries. Analyst Kyna Wong and others wrote in the research report that due to the high price, shipments of the new Meta VR glasses are likely to be limited. Goertek will continue to increase its share in Meta's AI glasses business, and the new VR glasses are expected to hedge against the impact of the decline in the traditional VR headset business. Shunyu Optics will benefit from both AI glasses and new VR glasses. When Meta launches Ray-Ban Display 2 early next year, Sunyu Optics, Conet Optics, and Howell Technology will gain even greater business growth.

Citi said that among the VR glasses and other new products released at the Meta Connect conference, Goertek and Sunyu Optics are the main beneficiaries. Analyst Kyna Wong and others wrote in the research report that due to the high price, shipments of the new Meta VR glasses are likely to be limited. Goertek will continue to increase its share in Meta's AI glasses business, and the new VR glasses are expected to hedge against the impact of the decline in the traditional VR headset business. Shunyu Optics will benefit from both AI glasses and new VR glasses. When Meta launches Ray-Ban Display 2 early next year, Sunyu Optics, Conet Optics, and Howell Technology will gain even greater business growth.