Sinolink Securities: All-color AI glasses and AI interaction resonate; lenses and channels are expected to benefit early

Sinolink Securities' research report states that the Shenzhen Smart Glasses Industry Development Forum was held, Rokid Color was released, and RayNeo iO+ was officially announced, with the industry's competitive focus shifting toward comprehensive experience competition centered on full-color display + Agent capabilities + content ecosystem. AI glasses are evolving toward next-generation near-eye terminals capable of carrying social content, task-flow interaction, and more. Sinolink Securities believes that improved content-carrying capacity will increase the importance of supporting myopia prescription lenses, functional lenses, offline experience, and delivery and after-sales systems, and the industrial value of lenses and channels will rise significantly.