It may have taken more than a decade, but smart glasses are finally taking off. Sales of Meta Platforms’ Ray-Ban AI specs more than tripled last year to more than 7mn units. Yet shares in EssilorLuxottica, the €110bn Franco-Italian eyewear maker that makes the devices, have been falling. Squint a little, and that isn’t so strange after all.
虽然花了逾十年时间，智能眼镜终于起飞了。Meta Platforms旗下雷朋(Ray-Ban)AI眼镜去年的销量增长逾三倍，达到700多万副。然而，生产这款设备的这家市值达1,100亿欧元的法意眼镜制造商依视路陆逊梯卡(EssilorLuxottica)的股价却一直在下跌。稍微眯起眼一看，其实并不奇怪。
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