CITIC Securities' Outlook on AIAR Glasses from an International Perspective

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With the acceleration of globalization, international trade, finance and technology exchanges are becoming more frequent. The economic ties between countries are becoming increasingly close, and the spread of technological innovation is also getting faster and faster. In such an international environment, it is no coincidence that CITIC Securities is optimistic about AI AR glasses.

First of all, from the perspective of international market demand, people have always maintained a strong demand for convenient, efficient and innovative technology products. As an emerging technology product with great potential, AI AR glasses can meet people's needs in multiple fields, such as education, medical care, industry, etc. In the field of education, AI AR glasses can provide students with an immersive learning experience, combining virtual knowledge with real scenes, greatly improving learning effects. In the medical field, doctors can use glasses to obtain patients' real-time health data and conduct remote diagnosis and surgical guidance. In the industrial field, workers can use glasses to obtain workflows and operating guides to improve work efficiency and accuracy. These potential application scenarios give AI AR glasses broad development space in the international market.

Secondly, from the perspective of international scientific and technological competition, the development of AI AR glasses is an important area of ​​scientific and technological strength competition among countries. Technological powers such as the United States, Japan, and South Korea have invested a lot of resources in research and development, trying to take the lead in this field. As an emerging force in the field of science and technology, China is not to be outdone. CITIC Securities' optimism about AI AR glasses also reflects the positive attitude and strategic layout of Chinese technology companies and financial institutions in international scientific and technological competition. Chinese companies have achieved certain results in AI technology and optical component manufacturing, laying a solid foundation for the development of AI AR glasses. By strengthening international cooperation and exchanges and introducing advanced technologies and talents, China is expected to achieve overtaking in this field and enhance its position on the international scientific and technological stage.

Furthermore, from the perspective of the international industrial chain, the production of AI AR glasses involves multiple links, including chip manufacturing, optical component production, software development, etc. These links are distributed in different countries and regions around the world, forming a complex international industrial chain. In the context of internationalization, companies from various countries need to strengthen cooperation and jointly promote the optimization and upgrading of the industrial chain. CITIC Securities' view also reminds us to pay attention to the development trends of each link in the industrial chain, seize investment opportunities, and promote the deepening of international industrial cooperation.

However, AI AR glasses also face some challenges on their international development path. The lack of uniformity in technical standards is an urgent problem to be solved. Due to differences in technological development levels and market demands in different countries and regions, it is difficult to unify the technical standards of AI AR glasses, which has brought certain obstacles to the cross-border circulation and application of products. In addition, privacy and security issues are also the focus of international attention. AI AR glasses can obtain a large amount of user data. If this data is not properly protected, it may cause serious privacy leaks and security risks, thus affecting its promotion and application in the international market.

Despite many challenges, the internationalization trend provides more opportunities for the development of AI AR glasses. Governments and enterprises should strengthen cooperation, jointly respond to challenges, and promote the innovation and application of AI AR glasses technology. CITIC Securities' forward-looking views point us in the right direction. We believe that in the wave of internationalization, AI AR glasses will surely usher in a broader development prospect.

In short, CITIC Securities' optimism about the combination of AI and AR glasses after mobile phones is of great significance in the context of internationalization. We should fully recognize the opportunities and challenges brought by internationalization, actively promote technological innovation and industrial cooperation, and let AI and AR glasses bring more convenience and value to people's lives and work around the world.