From January 7 to January 10, CES (International Consumer Electronics Show), known as the global "Spring Festival Gala of Science and Technology", was held in Las Vegas, USA. Unlike previous years, this year AI glasses are in the spotlight, and the "Hundred Mirrors War" has officially broken out. According to preliminary statistics from VR Tuo, the number of Chinese companies participating in the "AR/VR/XR" section of CES this year is as high as 59. From the consumer side, AI glasses have not yet been widely popularized, but at this CES, the AI glasses craze has been "ignited" in advance. Pan Xuefei, research director of IDC China, said that the global AI glasses market shipments are expected to reach 12.8 million pairs in 2025, a year-on-year increase of 26%, and the Chinese AI glasses market shipments are expected to reach 2.8 million pairs, a year-on-year increase of 107%. CITIC Securities Research Report believes that the first year of performance release of the AI glasses supply chain may be as early as 2026. At present, the AI glasses sector is still in the theme investment stage.