AI-powered eyewear-related stocks maintained their upward trajectory during Tuesday’s morning session, with Impulse Fitness securing its second consecutive daily limit-up. The sector’s momentum saw Eedoo Information and Biyi Electronics both hitting the 10% ceiling, followed by Jame Technology, Weida Optoelectronics, Intech Control, and Tianjian Electronics posting significant gains.
The sustained rally follows Meta’s official announcement of a collaboration with premium sports brand Oakley to develop next-generation AI eyewear. Industry sources note Oakley shares corporate parentage with Ray-Ban under EssilorLuxottica, the world’s largest eyewear conglomerate, suggesting the partnership could leverage existing smart glasses infrastructure from Meta’s previous Ray-Ban collaborations.
Tech-Fashion Convergence Drives Market Enthusiasm
Market analysts highlight that Meta’s choice of Oakley—a brand with strong heritage in performance eyewear—signals a strategic expansion of AI glasses into sports and active lifestyle segments. This development has reinvigorated investor interest in the augmented reality wearables ecosystem, particularly companies positioned in the Chinese supply chain for optical components and wearable hardware.
The simultaneous strength across both established electronics manufacturers and emerging AR specialists suggests the market anticipates broad-based benefits from this product category’s growth. With Meta planning to showcase the Meta Oakley prototypes later this quarter, sector observers believe the current rally may have room to extend as more technical specifications and production details emerge. The partnership also underscores the growing importance of fashion-tech collaborations in bringing AI wearables to mainstream consumers.
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