Chinese rivals to Meta's AI glasses are piling up. How Goldman is playing the trend

From display to speaker manufacturers, several Chinese components suppliers are poised to benefit from growing demand for smart glasses, Goldman Sachs says.

Oct 26, 2025 13

Chinese rivals to Meta's AI glasses are piling up. How Goldman is playing the trend
From display to speaker manufacturers, several Chinese components suppliers are poised to benefit from growing demand for smart glasses, Goldman Sachs says.
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