AI glasses are at a critical stage in the transition from product verification to rapid deployment. Tech giants are scrambling to lay out the AI glasses business, and institutions expect the industry to grow at a compound growth rate of about 60% from 2025 to 2030. According to the Securities Times · Databao statistics, a total of 18 AI glasses concept stocks have been surveyed by institutions more than 5 times since this year. Among them, 7 individual stocks have been surveyed more than 10 times, namely Yidao Information, Ankaiwei, Jiang Bolong, Baiwei Storage, Kangguan Technology, Juxin Technology, and Lingyi Intelligent Manufacturing. In terms of secondary market performance, according to Databao statistics, as of the close of trading on October 20, AI glasses concept stocks have declined by an average of 9.61% since this year. Compared with the closing price on October 20 and the high during the year, 12 stocks retraced by more than 50%, including Baiwei Storage, Jiang Bolong, Xinwei Communications, Huacan Optoelectronics, and Pathfinder.

AI glasses are at a critical stage in the transition from product verification to rapid deployment. Tech giants are scrambling to lay out the AI glasses business, and institutions expect the industry to grow at a compound growth rate of about 60% from 2025 to 2030. According to the Securities Times · Databao statistics, a total of 18 AI glasses concept stocks have been surveyed by institutions more than 5 times since this year. Among them, 7 individual stocks have been surveyed more than 10 times, namely Yidao Information, Ankaiwei, Jiang Bolong, Baiwei Storage, Kangguan Technology, Juxin Technology, and Lingyi Intelligent Manufacturing. In terms of secondary market performance, according to Databao statistics, as of the close of trading on October 20, AI glasses concept stocks have declined by an average of 9.61% since this year. Compared with the closing price on October 20 and the high during the year, 12 stocks retraced by more than 50%, including Baiwei Storage, Jiang Bolong, Xinwei Communications, Huacan Optoelectronics, and Pathfinder.