Summary: Goldman Sachs' latest research reveals that with Xiaomi's AI glasses launch, China's AI/AR glasses market will experience explosive growth with a 56% CAGR from 2024-2030, reaching $1 billion market size. Xiaomi leads with 8.6-hour battery advantage while tech giants Apple, Alibaba, and ByteDance prepare market entry in 2025-2026. From optical components to chip manufacturing, the entire supply chain presents massive investment opportunities as deep AI integration drives smart wearables into a new era.
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