Core Viewpoint - The introduction of eSIM technology is transforming smart glasses from smartphone accessories into independent AI terminals, leading to a systemic restructuring of design, business models, profitability, and competitive landscape in the smart glasses industry [1][4]. Group 1: Industry Developments - At CES 2026, several Chinese companies launched AR and AI glasses, with eSIM technology enabling these devices to operate independently from smartphones, marking a trend towards lighter and full-color displays [3][8]. - Thunderbird Innovation, a subsidiary of TCL, showcased its first AR glasses with eSIM support, allowing for features like phone calls, AI dialogue, real-time translation, and streaming music without a smartphone [4][5]. - The global market share of Thunderbird Innovation's full-color Micro LED AR glasses reached 24% in Q3 of the previous year, with plans for accelerated global expansion [4]. Group 2: Competitive Landscape - Major players, including Alibaba and XREAL, are entering the smart glasses market, with XREAL expanding its partnership with Google to develop Project Aura, integrating Android XR into optical devices [8][9]. - Meta introduced new features for its smart glasses, including muscle-controlled handwriting input, while Alibaba launched its first Quark AI glasses, aiming to create new AI terminal entry points [8][9]. - The competition is intensifying, with a significant presence of Chinese brands at CES, accounting for nearly 70% of the 23 AI glasses brands showcased [9]. Group 3: Market Trends - The shift towards eSIM technology is expected to change the business model from hardware sales to a subscription-based model that includes hardware, connectivity, and AI services [5]. - The trend towards lightweight and full-color displays is evident, with several companies showcasing models weighing under 40 grams, indicating a competitive push for consumer-friendly designs [9][10]. - IDC forecasts that global smart glasses shipments will exceed 23.687 million units by 2026, with the Chinese market alone expected to surpass 4.915 million units, indicating a phase of scaled growth [10].

| 生板胶 1.8 | | ，截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 锋龙股份 | 10 | 机器人 | | *ST东易 | 6 | 算力+家装 | | *ST铖昌 | 5 | 商业航天 | | *ST亚太 | 4 | 化工 | | 创新医疗 | 4 | 脑机接口 | | 岩山科技 | 4 | 脑机接口 | | 普利特 | 4 | 脑机接口 | | 银河电子 | 4 | 商业航天 | | 快意电梯 | 4 | 电梯 | | 志特新材 | 4 | 量子科技 | | 美克家居 | 4 | 家居 | | ST新华锦 | 4 | 机器人 | | 南京能猫 | 4 | 脑机接口 | | 江顺科技 | 3 | 商业航天 | | 金风科技 | 3 | 风电 | | 鹭燕医药 | 3 | 医药 | 机器人板块锋龙股份10连板，脑机接口概念多股连板。一图速览今日连板股>> 1月8日，Wind数据显示，A股市场共计112只个股涨停。其中机器人板块锋龙股份收获10连板，脑机接 口概念股创新医疗、岩山科技、普利特、南京熊猫均4连板。一图速览今日连板股>> | ...

中航高科在互动平台表示，目前公司多种高性能预浸料可应用于航空航天领域。 ...

OpenAI正在加速从技术到应用场景落地的步伐，其中尤为重要的是医疗健康。 "OpenAI开始做health了，医疗体系会被颠覆。"一位AI行业人士今日发文感慨。 在博客中，OpenAI表示，根据匿名化对话的分析，健康已成为 ChatGPT 最常见的使用场景之一，全球每周有超过 2.3 亿人提出与健康和保健相关的问题， 凸显医疗健康市场需求的庞大规模。 健康信息常常分散在门户网站、应用程序、可穿戴设备和医疗记录中，因此很难看到全貌，人们不得不独自应对复杂的医疗系统。OpenAI选择与一些设备 和应用厂商合作，包括 Apple Health（苹果健康）、Function 和 MyFitnessPal 等，用户选择连接这些设备数据后，ChatGPT 就可以协助用户理解最新的检查 结果、获得有关饮食与运动规划的建议，或根据医疗服务使用模式在不同保险方案之间做出取舍。 ChatGPT健康由OpenAI与全球医生开发。在过去两年里，OpenAI与来自数十个国家/地区的260多位执业医生合作，深入研究哪些回答方式真正有帮助、哪些 可能带来潜在风险。官方提及，该团队已在 30 个重点领域对模型输出提供了超过 60 万次反馈 ...

接受一财记者采访的一众分析师普遍看好今年的信用债和企业债走势，但也警示了私募股权领域以及部 分财政情况差的经济体的信贷风险。 全球债市以史上最火爆的行情拉开2026年序幕，各类借款主体正抓紧利用投资者对风险资产难以餍足的 需求，开启新一轮发债热潮。 一方面是强劲的市场需求和发债热潮，但另一方面全球债市去年的动荡也非常显著。接受一财记者采访 的一众分析师普遍看好今年的信用债和企业债走势，但也警示了私募股权领域以及部分财政情况差的经 济体的信贷风险。 欧洲市场同样迎来开门红。根据数据，7日一级市场单日新债发行规模创纪录，包括企业、金融机构和 国家在内的发行主体筹资超过570亿欧元(约合666亿美元)。欧洲的发债步伐很可能持续，意大利和葡萄 牙已委托的交易预计也将进入市场。 三菱日联金融（Mitsubishi UFJ Financial Group Inc.）的欧洲、中东和非洲资本市场联席主管坎托 （Fabianna Del Canto）称："考虑到利差可能从当前水平扩大的潜在风险，并受益于新年期间投资者旺 盛的需求，债券发行人正争相进入市场，以锁定有吸引力的融资成本。" 头7日发行量创纪录 媒体数据显示，美国、欧 ...

据外媒报道，特朗普表示美国将在数年内开采委内瑞拉石油。 （文章来源：第一财经） ...

Core Insights - Boston Dynamics has publicly showcased its humanoid robot Atlas at CES, marking its transition from laboratory to real-world applications [1][3] - The company plans to establish a mass production system capable of producing thousands of robots annually by 2028 [1][3] Group 1: Robot Features and Capabilities - Atlas is designed for industrial environments, emphasizing predictable collaborative safety and integration into existing workflows without major factory modifications [3] - The robot features 56 degrees of freedom, tactile sensors in its hands, and can perform tasks efficiently without frequent posture adjustments, completing limb changes in five minutes [3] - Atlas can lift approximately 50 kilograms, operate for four hours on a single charge, and supports automatic battery swapping for continuous operation [3] Group 2: Deployment and Business Model - Atlas is set to be deployed at Hyundai's Metaplant America in Georgia by 2028 for tasks like parts sorting, with plans to take on more complex assembly tasks by 2030 [5] - Hyundai is preparing for mass production while introducing a "Robot as a Service (RaaS)" subscription model to lower adoption costs [5] Group 3: Human-Robot Collaboration - The robots are intended to take on dangerous and repetitive tasks, allowing human workers to focus on higher-value roles, emphasizing that humans remain essential for supervision and maintenance [5] - Boston Dynamics executives assert that as automation increases, the role of humans will become even more critical [5]

特朗普称，这笔"史无前例的军费增幅"将由去年的关税收入来支付。 一名国防领域的游说人士称，共和党人需要再次使用这种程序才能满足特朗普增加军费的要求，因为民 主党人很可能会反对共和党人试图削减医疗保健福利、教育和对外援助的任何举措。 总部位于华盛顿特区的无党派联邦预算监督机构"纳税人常识组织"表示，特朗普总统提出的预算"必须 被否决"。 "特朗普总统提议明年将五角大楼的预算大幅增加50%，这种做法听起来非常浪费。"纳税人常识组织主 席埃利斯（Steve Ellis）在一份声明中表示。"国会已经准备批准今年五角大楼的支出增加13%。我们的 债务已经超过38万亿美元。我们在国内外都有实际需求，而加剧债务危机只会让满足这些需求变得更加 困难。" 埃利斯说，"总统声称，如此巨大的增幅将由关税收入抵消。但事实是，这笔账根本算不过来，而且他 还承诺将这笔收入用于减少赤字、向美国公民发放2000美元的支票、救助受贸易战影响的农民等 等。"埃利斯说，"这样增幅的开支绝不能发生。国会必须否决这种荒谬的提议。" 誓言"修理"国防承包商 当地时间周三（1月7日），美国总统特朗普要求将2027年度的国防预算大幅提高约50%，达到1.5 ...

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day [1][5] - The A-share indices experienced a weak fluctuation, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.51%, and the ChiNext Index down 0.82%. The Sci-Tech Innovation Index, however, rose by 1.14% [1][2] Sector Performance - The financial sector, particularly insurance and brokerage stocks, led the decline, with notable drops in major financial stocks [2][4] - Energy and metal concept stocks also saw a significant pullback, particularly in rare earth, nickel, and cobalt sectors, while the lithium battery industry chain weakened [2] - Conversely, sectors such as commercial aerospace, brain-computer interfaces, AI applications, e-commerce, and GPU-related themes showed active performance [2] Notable Stocks - Several stocks in the commercial aerospace sector experienced significant gains, with nearly 40 stocks hitting the daily limit up, including companies like HeShun Electric and Aerospace Hongtu [2] - Top gainers included Tianrun Technology (+22.29%), HeShun Electric (+20.03%), and Shaoyang Hydraulic (+20.01%) [3] Fund Flow - Main funds saw a net inflow into aerospace, photovoltaic equipment, and medical devices, while there was a net outflow from securities, communications, and home appliances [7] - Specific stocks with net inflows included Aerospace Electronics (16.24 billion yuan), Yanshan Technology (10.24 billion yuan), and Aerospace Science and Technology (9.06 billion yuan) [7] - Stocks facing significant net outflows included Zhongji Xuchuang (32.05 billion yuan), Luxshare Precision (21.43 billion yuan), and Industrial Fulian (20.33 billion yuan) [7] Institutional Insights - According to China Merchants Securities, the market in January is likely to see a structural inflow of incremental funds, supporting an upward trend in A-shares [7] -浦银国际 emphasizes the importance of "sustainability" in investments this year, focusing on structural opportunities with AI technology stocks as a core layout direction [7] - 德邦证券 notes that the strong market pattern is confirmed by rising volume and price, with the spring market gradually unfolding under policy support, foreign capital inflow, and industrial innovation [7]

市值排名的逆转是谷歌与苹果在AI战略方向上的分野。 截至美股收盘，谷歌（GOOGL.US）逆势增长2.43%，收报321.98美元，市值增至3.89万亿美元。苹果（AAPL.US）股价收跌0.77%，市值定格在3.85万亿美 元。 目前，全球市值前三甲已形成英伟达（4.6万亿美元）、谷歌、苹果的新格局。距离去年11月底谷歌超越微软进入市值前三，仅过去不到两个月，目前谷歌 距离榜一的英伟达还有7000亿美元的差距，有望更进一步吗？ 天使投资人、资深人工智能专家郭涛对第一财经记者表示，谷歌与苹果的股价趋势反映了科技行业结构性转型以及企业战略分野带来的结果。AI技术重塑 行业格局，战略聚焦AI赛道的企业更易获得资本持续青睐。 长期来看，郭涛认为，谷歌市值存在超越英伟达的可能性，若谷歌能推动自研芯片生态突破工具链短板，将大模型标准嵌入更多行业应用，同时借助云业务 与生态协同放大优势，有望逐步缩小与英伟达的市值差距。 谷歌股价一年飙升65% 2025年谷歌是华尔街表现最耀眼的科技股之一，这年谷歌股价累计飙升近65%，成为美股七大科技巨头中的涨幅领跑者。在去年初谷歌一度面临反垄断诉 讼、搜索竞争加剧等多重不确定性因素，但 ...