On January 16, according to Bloomberg, the latest study of HSBC stock shows that there is no evidence that the HSBC company is in control of the HSBCSmart glassesMarkets are entering an accelerated phase of expansion, and the long-term outlook for the industry has been significantly revised。
The team of analysts is expected to increase the size of the global smart glasses market in 2040 to $200 billion, a significant increase over previous projections, based at the core on the strong performance of Ray-Ban Meta smart glasses in the early market, based on the observation of the RRT cards working with Meta。
HSBC analyst Anne-Roll Bismut noted that, with increased competition, eco-maturity and increased R&D inputs, the size of smart eyeglass users will grow in the next decade or so。
The report predicts that by the end of the 2030s, global smart eyeglass users will reach 289 million people, an increase of more than 18 times over last year's approximately 15 million users。
AS A RESULT OF THIS JUDGEMENT, HSBC, AFTER MAINTAINING ITS “HELD” RATING FOR NEARLY TWO YEARS, MOVED UP TO “BUY-IN” ON LU LU LUTHSUNTIC CARDS, AND ITS SHARE PRICE ROSE BY 2.9% ONCE IT WAS PUBLISHED。
According to Bloomberg, as Ray-Ban Meta's sales continue to climb, LSD and Meta are assessing to double AI's smart glasses capacity by the end of this year at the earliest, in order to capture demand windows and suppress potential competitors。
HSBC also looks at the strategic position of Meta in the smart glasses computing platform, which combines software with service advantages with high-end hardware depth. The report also predicts that apples, Samsungs or Amazons are expected to enter the smart glasses track between this year and next year, further contributing to the growth of the industry。
Analysts emphasized that the more competitive the market becomes, the more likely it is to be big and attract more R&D resources, ultimately benefiting all participants。