[Huatai Securities: Major enterprises set to release groundbreaking new products, optimistic about the AI+AR glasses industry chain] Huatai Securities pointed out that this year's Meta Connect conference will be held from September 17 to 18. According to Meta's CTO, Meta is expected to unveil smart glasses with displays called Celeste, the third-generation Ray-Ban Meta glasses, and sports-style Oakley glasses at the event. Additionally, they may showcase brand-new 'metaverse software,' redefining AI glasses from the perspectives of hardware, interaction, and software. Apart from Meta, domestic companies such as Xiaomi, Rokid, Thunderbird, and Xreal have successively launched AI/AR glasses since the beginning of the year. Internationally, leading companies like Google, Samsung, Apple, and Amazon have also been gradually clarifying their software and hardware plans for AI/AR glasses. We remain optimistic about the long-term potential of glasses as an always-on interaction gateway, especially in the context of advancements in AI model capabilities. At the same time, we recommend paying attention to the short-term catalysts brought to the industry chain by the upcoming product launches from major enterprises.