The AI glasses industry is now entering a pivotal growth phase, transitioning from product validation to swift market expansion. Tech behemoths are making substantial strategic moves, and institutions forecast a remarkable compound annual growth rate (CAGR) of around 60% from 2025 to 2030. According to recent statistics, 18 AI glasses concept stocks have been the focus of intensive institutional research, with each stock being scrutinized more than five times since the start of the year. Notably, seven of these stocks have garnered over 10 research visits. Key players in this surge of interest include Emdoor Information, Anyka Micro, Longsys, BIWIN Storage, KTC, Actions Semi, and LY ITECH.
In the secondary market, data from Databao reveals that, as of the market close on October 20th, AI glasses concept stocks have, on average, experienced a 9.61% decline this year. When compared to their year-to-date highs, 12 of these stocks have seen a retracement of over 50%, including notable names such as BIWIN Storage, Longsys, Sunway Communication, HC SemiTek, and Toread.