[Brokerage Focus] CMB International: The global AI Asia Vets eyewear market is expected to take off in 2025.
Jinwu Financial News | CCB International stated that in 2024, the Global AI smart glasses shipment volume is expected to increase by 588% year-on-year, reaching 2.34 million units, attributed to strong sales of RayBanMeta in the fourth quarter (quarter-on-quarter growth of 183% to 1.36 million units). Looking ahead to 2025, the AI smart glasses market is expected to continue its strong growth momentum, with an anticipated year-on-year increase of 135%, reaching 5.5 million units, benefiting from strong product launches from Meta, Xiaomi, ByteDance, Thunderbird, and Rokid. As more players expand into AI smart glasses products, the company expects the BOM costs to gradually decline.
The United Kingdom Institutions have named the Global best CEOs: the heads of Microsoft, Apple, and NVIDIA occupy the top three spots, with Lei Jun and Wang Chuanfu making it into the Top 10.
On the evening of January 23, news from the United Kingdom research firm Brand Finance announced the Global Brand Guardianship Index for 2025, ranking the 100 best CEOs worldwide. Microsoft CEO Satya Nadella topped the list, while Tesla CEO Elon Musk jumped from 19th to 6th place, and Lei Jun and Wang Chuanfu ranked 8th and 10th, respectively. Musk has sharp political views, whether people love him or not.
The high-end smartphone market in China is undergoing a significant change.
Apple's dominance in China's high-end smartphone market has been disrupted.
Goldman Sachs: Reaffirms XIAOMI-W (01810) 'Buy' rating with a Target Price of 38 HKD.
Looking ahead to the first quarter of 2025, Goldman Sachs believes that national subsidy policies may increase Xiaomi's shipment volume in China.
Lei Jun has transformed into a "chemistry teacher" on Douyin, with ultra-clear experimental videos sparking widespread discussion across the internet.
On January 21, Xiaomi Chairman Lei Jun released a high-definition chemistry experiment video on Douyin, which captured the entire process of the "Luminol reaction" in 4K mode using the Xiaomi 15 Pro, sparking heated discussions among netizens. It is reported that Douyin selected a content theme page titled "4K Beautiful Science Experiments" after the winter vacation began, aiming to provide high-quality popular science content for teenagers and knowledge enthusiasts, meeting users' "light knowledge" learning needs during the Spring Festival holiday. As a top creator on the platform, after participating in this chemistry knowledge dissemination, netizens commented under his video, "Director Lei understands the romance of science students!" Lei Jun in the video.
Apple's Smartphone Sales Slump in China as Huawei Gains Market Share
