The AI glasses market is continuing to heat up. On November 10, AI glasses concept stocks in the A-share market strengthened collectively, with Visionox Technology-UW, Fullhan Microelectronics, KTC Technology and many other stocks hitting the daily limit up. Terminal products and application services are accelerating their updates: RayNeo iO AI smart glasses have integrated Amap navigation, KTC Technology showcased full-color AI glasses, and chip companies are simultaneously advancing their layouts in wearable terminals. Consumer subsidy policies are being rolled out successively, further lowering the purchase threshold. The use scenarios of AI glasses are expanding from voice interaction and near-eye display to photo and video recording and travel navigation, and industry competition is shifting from feature demonstration to wearing experience, application stickiness and ecosystem collaboration.