On August 28, Huatai Securities issued a research report announcing the Meta Connect conference scheduled for September 17-18. According to Meta's Chief Technology Officer, the event could unveil a multitude of smart glasses, encompassing the display-enabled Celeste, the third-generation RayBan-Meta glasses, and the sports-focused Oakley glasses. Furthermore, a revolutionary "metaverse software" is anticipated, poised to redefine AI glasses through hardware, interaction, and software advancements. Since the start of 2023, domestic firms like Xiaomi, Rokid, LeTV, and Xreal have successively introduced AI/AR glasses, while international giants such as Google, Samsung, Apple, and Amazon have progressively clarified their AI/AR glasses software and hardware strategies. Huatai Securities asserts that with the escalating capabilities of AI models, glasses emerge as a promising Always-on interactive entry point, underscoring the importance of monitoring the short-term catalytic impact of leading enterprises' new product launches on the industry chain.