Meta smart glasses suddenly exploded. Jack McFerran, an analyst at Goldman Sachs, pointed out in his latest report that the download volume of Meta smart glasses-related applications has exploded. Sensor Tower's application download data shows that the download volume of MetaView's supporting application soared by more than 200% year-on-year in October. According to the latest news, Meta is planning to add a display screen to its smart glasses to display notifications and replies from Meta's virtual assistant. This upgraded version of Ray-Ban smart glasses, developed in cooperation with the eyewear group EssilorLuxottica, may be released as early as the second half of 2025. In recent times, the concept of AI glasses in A-shares has also continued to strengthen. In today's trading, Xianying Technology soared straight and strongly won a 20CM daily limit. Skyworth Digital also rose and hit the daily limit at the same time. It is widely speculated in the industry that 2025 is expected to be the first year of AI glasses. According to wellsennXR data and forecasts, starting in 2025, AI smart glasses will quickly penetrate into traditional glasses against the backdrop of steady growth in sales of traditional glasses.