Meta入股眼鏡巨頭EssilorLuxottica 加速佈局AI智能穿戴領域

全球科技巨頭Meta於7月9日被披露以約30億歐元收購全球最大眼鏡製造商EssilorLuxottica SA近3%股權，此舉立即引發資本市場強烈反應——EssilorLuxottica美國存託憑證當日應聲大漲6.9%。彭博社消息指出，Meta未來計劃進一步增持股份至5%，充分展現其在智能穿戴領域的戰略佈局野心。

這項資本合作深化了雙方長達四年的技術合作基礎：自2021年共同推出搭載攝像頭及AI助手的Ray-Ban智能眼鏡後，雙方於上月再度合作發布Oakley品牌智能眼鏡新品。EssilorLuxottica執行長弗朗西斯科・米勒里去年就曾透露Meta的入股意向，如今這項戰略部署終於正式落地。

在Meta全力推進AI技術研發的背景下，智能眼鏡被定位為「下一代人機交互關鍵載體」。透過硬體設備與AI助手的深度整合，Meta正積極構建虛實融合的沉浸式生態系統，此次入股EssilorLuxottica無疑將加速其在智能穿戴領域的戰略佈局。

Meta Invests in Eyewear Giant EssilorLuxottica to Accelerate AI Wearables Strategy

Tech giant Meta acquired approximately 3% stake in EssilorLuxottica SA, the world’s largest eyewear manufacturer, for around €3 billion on July 9. The deal triggered strong market reactions – EssilorLuxottica’s American Depositary Receipts surged 6.9% that day. Bloomberg reports Meta plans to increase its stake to 5%, demonstrating its strategic ambitions in smart wearables.

This investment deepens the four-year technical partnership between the two companies. Following their 2021 collaboration on Ray-Ban smart glasses with cameras and AI assistant, they jointly launched new Oakley-branded smart glasses last month. EssilorLuxottica CEO Francesco Milleri had hinted at Meta’s investment interest last year, which has now materialized.

With Meta aggressively advancing AI R&D, smart glasses are positioned as “the next-generation key platform for human-computer interaction.” Through deep integration of hardware and AI assistants, Meta aims to build an immersive ecosystem blending physical and digital worlds. This strategic investment will significantly accelerate Meta’s expansion in smart wearables.