East Securities: Smart glasses are an important scenario for the implementation of edge AI, optimistic about the narrative of AI application industry.

Oriental Securities released a research report stating that from CES to Meta's plan to expand production, once again confirming that smart glasses are one of the important landing scenes for edge AI, and continue to be optimistic about the glasses industry chain; at the same time, they continue to be optimistic about top cross-border e-commerce companies with new product-driven logic. The bank also continues to be optimistic about the global important industry narrative of AI applications, B2B cross-border e-commerce companies applying AI to increase revenue and are expected to layout AI buyer-side tools, and B2C cross-border e-commerce companies applying AI to empower business efficiency.