China Galaxy Securities: New products in the consumer electronics sector are being released intensively, pay attention to the investment opportunities brought by AI side innovation.

The research report by Galaxy Securities of China indicates that the consumer electronics sector is entering a period of intensive new product launches, with the Meta smart glasses product matrix taking shape, which will help further boost the penetration rate of smart glasses products and look favorably upon investment opportunities in related companies in the industry chain. In addition, there is potential for Apple's iPhone sales to exceed expectations, leading to valuation recovery for Apple's industry chain related companies and catalyzing the volume of new business.