AI Glasses The sector is seeing frequent positive developments!
Oracle bone script Pre-market trading plunges over 10%
Market data shows that Oracle 's pre-market trading on the US stock market saw a drop of over 12% at one point, although the latest decline has narrowed somewhat. As of press time, the decline is still over 10%.
In terms of news, after the US stock market closed on December 10th local time, Oracle released its second fiscal quarter results for the period ending November 30th, 2026. The company reported revenue of $16.06 billion, a 14% year-over-year increase, but lower than the market expectation of $16.21 billion. Cloud business (IaaS plus SaaS) revenue was $7.98 billion, and cloud infrastructure business (IaaS) revenue was $4.08 billion, also lower than the expected $8.04 billion and $4.1 billion, respectively. Furthermore, the company's free cash flow for the second fiscal quarter was -$10 billion, and the deteriorating cash flow has raised concerns among investors about the company's short-term financial health.
As a major player in the field of AI computing power, its performance is regarded as a "barometer" of demand in the AI industry. Failure to meet key indicators directly triggers market sell-off sentiment.
Previously, Oracle signed a $300 billion computing power supply agreement with OpenAI, which boosted the company's stock price. However, the market is increasingly concerned about OpenAI's ability to pay, as the latter has annual revenue of only about $13 billion but will have to pay $1.4 trillion in computing power fees over eight years.
However, institutions remain optimistic about Oracle. International investment bank Jefferies points out that Oracle's performance was mixed, with its $523 billion order backlog slightly exceeding expectations. Despite management's commitment to maintaining its investment-grade debt rating, artificial intelligence... Concerns about related debt financing remain unresolved. The agency maintained its "buy" rating on Oracle.
apple AI glasses may be released next year
According to tech media reports, Apple's first-generation lightweight Apple Glass is expected to be released in 2026, most likely at Apple's Worldwide Developers Conference (WWDC), with mass production and market launch starting in 2027. Apple Glasses is positioned as a "lightweight smart wearable " within the Apple ecosystem. The product is described as an "accessory" and lacks independent computing capabilities. It does not have an AR display but has multiple built-in cameras for taking photos and videos. It is expected to provide intelligent support such as large models through the new version of Siri.
On December 9th, in the early morning, Google officially released the Android XR platform. At the launch event, Google showcased Project Aura, developed in collaboration with the Chinese company XREAL. This is the world's first consumer-grade AR glasses product powered by the Android XR platform and Gemini AI, with a planned release in 2026.
Meanwhile, domestic players have also entered the " AI glasses " market. At the end of November, Alibaba officially released six individual products across two series of Quark AI glasses, the S1 and G1. On December 3rd, Li Auto... They officially launched their first AI glasses, Livis.
AI glasses are considered the most competitive next-generation mainstream computing terminal after smartphones. Ye Qingqing, a smart glasses analyst at International Data Corporation (IDC), told the securities industry... According to a reporter from Times Data Treasure, smart glasses offer a faster and more cost-effective platform for AI functionality. The accumulation of large-scale models in voice and image recognition will also drive more practical and cost-effective AI applications in smart glasses. In the future, if the balance between display functionality, wearing comfort, and core computing power can be resolved, AI glasses are expected to be at the forefront of the next generation of terminal competition.
IDC predicts that global smart glasses shipments will reach 12.8 million units in 2025, representing a year-on-year increase of 26%. Among them, the Chinese smart glasses market will see shipments reach 2.75 million units, a year-on-year increase of 107%.
These concept stocks have good performance.
Data from Data Treasure has compiled a list of AI glasses stocks with the highest net buying by margin traders since the fourth quarter of 2025 (as of December 11th), totaling 16 stocks with net purchases exceeding 200 million yuan. Jiangbolong It firmly holds the top spot with an amount of 1.162 billion yuan; Changying Precision... JD.com Fang A, Xiechuang Data ZTE Corporation Rockchip Other individual stocks followed closely behind, with each exceeding 500 million yuan.
Huang Qiang, Vice President of Jiangbolong and General Manager of the Embedded Storage Business Unit, once said that the company has entered the AI glasses industry and launched innovative products that are close to the physical limit size, such as the 7.2mm×7.2mm ultra-small eMMC and the 0.6mm ultra-thin ePOP4x.
Great Wall Securities The report indicates that the global AIGC wave and the release of the "Digital China" top-level plan have provided new growth momentum for the storage market. As a leading independent storage device manufacturer in China, Jiangbolong is actively promoting a dual-track domestic and international layout in the storage industry chain, offering vast growth potential.
According to the consensus forecast of three or more institutions, based on the profit of the same period last year, TCL Technology... Haopeng Technology SmartSens ranked first in net profit growth for the full year of 2025, with 259.7%, 176.02%, and 153.63% respectively; Biwin Storage ... Qixin Group Jiang Bolong, Fei Rongda Allwinner Technology Net profit for the whole year is expected to double.
Haopeng Technology recently stated on its investor interaction platform that, amid the industry wave of accelerated penetration of AI edge hardware, the company's related emerging business layout, including AI/AR glasses/BBU, has gradually entered the period of results transformation.
Huajin Securities points out that with the intensive launch of new-generation AI glasses by several leading international smart wearable brands, Haopeng Technology , with its full-service product support from soft-pack to steel shell and its technical roadmap from liquid high-silicon/pure silicon to semi-solid/solid, is expected to support the introduction of tens of millions of orders in the short term and target the market demand space of hundreds of billions of yuan from brand customers in the long term.
SmartSens' 2025 interim report shows that the company is actively expanding into new products across multiple fields, and has launched a 12-megapixel AI glasses application CMOS image sensor . The SC1200IOT boasts advantages such as small size, low power consumption, high sensitivity, and low noise, making it well-suited to meet the comprehensive imaging requirements of lightweight and high-quality AI glasses.
(Article source: Data Treasure)
