J-Mate Says It Has No Direct Business Relationship With Meta

The denial is notable less for what it says than for what it leaves unsaid: J-Mate declined to describe its AI glasses business at all, so the market is left to infer positioning from an answer that only rules out one customer. The episode shows how AI-glasses hype is now pulling investor questions toward smaller Shenzhen suppliers, with SeeYA's rally serving as the reference point. Whether J-Mate offers any further disclosure on its AI glasses exposure, or continues to address it only through terse platform replies, is the open question.