该眼镜在京东和抖音上均开设官方店铺，但截至目前，这两家平台上的店铺商品中，有且仅有1元预约 的链接。 夸克AI眼镜S1 作为阿里巴巴入局AI硬件领域的重要产品，预计12月正式发布的夸克AI眼镜，已经于今日（10月24 日）凌晨开启预售。 巴伦中文网获得的信息显示，24日零点，阿里巴巴首款自研的夸克AI眼镜在其天猫官方店铺——夸克 智能设备旗舰店上正式首发。天猫平台的实时成交竞速榜单显示，新品上线销售后7个小时，成为了双 11期间智能眼镜行业top2品牌，仅次于Xreal。 一张订单截图显示，夸克AI眼镜将在12月8日前发货，但与此前披露的88VIP最低3699元到手价，订单 上显示的支付价格更低，仅有3329元。部分消费者也晒出了类似的价格订单。 而非88VIP会员用户的商品页面显示最低售价为3999元，二者价格差距颇大，由此也可以看出，夸克AI 眼镜正试图与整个阿里大商业体系形成更多的联动和捆绑效应。 | 舎克AI眼镜 | | | | 合克AI眼镜 | | | | --- | --- | --- | --- | --- | --- | --- | | 川田田郎 日 日 | | | | 同里巴西欧白研 | | ...

Core Insights - AI is emerging as a significant variable in the gaming industry, with rapid advancements since the launch of ChatGPT in late 2022, expanding from dialogue capabilities to generating images, audio, video, and programs [1] - A report from GDC indicates that 49% of game developers have started using generative AI in their work, highlighting its widespread application in production processes [1] - Despite efficiency gains, the impact of AI on gameplay and player experience remains limited, leading to skepticism about the concept of "AI-native games" [1] - A recent seminar focused on how AI can change gameplay experiences rather than just cost reduction [1] Group 1: AI's Impact on Gaming - Many industry experts feel that AI's progress in gaming has not met expectations, particularly regarding its decisive influence on gameplay and player experience [4] - AI is viewed as a groundbreaking technology that requires time to mature, with current applications primarily enhancing traditional gameplay rather than creating entirely new experiences [4][5] - The transition to AI-native games is likened to the shift from 2D to 3D gaming, suggesting that true innovation will take time to develop [4][5] Group 2: Challenges and Opportunities - The complexity of game engineering and high costs have hindered the rapid integration of AI in gaming, although costs have significantly decreased in 2023, allowing for broader adoption [5][8] - Examples of AI applications include character interactions and narrative generation, which are beginning to address issues like player engagement and goal orientation [7][8] - The gaming industry is currently in an acceleration phase for AI integration, with expectations for significant advancements in the coming years [10] Group 3: Future of AI in Gaming - Experts predict that in 5 to 10 years, AI will be seamlessly integrated into all games, making the term "AI games" obsolete as it becomes a standard aspect of game design [24][41] - The concept of "bounded infinity" is discussed, suggesting that while AI can generate vast amounts of content, it must still operate within certain creative boundaries to be meaningful [12][18] - The future gaming landscape may see a blurring of lines between creators and consumers, with players actively participating in content generation alongside AI [42]

文｜新质动能，作者｜沐风 你敢信吗？在中国三四线城市，被认为上不了台面的"老头乐"，竟然在大洋彼岸的美国杀疯了！ 一家叫"涛涛车业"的公司，把这门生意做到了250多亿的市值。它的产品在沃尔玛、Target、Best Buy这 些美国大型商超，统统都卖爆了。 现在，这家公司要去香港二次上市了。 而这背后，站着一个80后"富三代"曹马涛。他爷爷70年代靠做家禽贸易成了富豪；他爹靠卖门窗，成了 浙江的优秀企业家。 但这个"富三代"，却偏偏看不上家里的生意，一门心思要去美国卖"老头乐"。 不仅如此，他还跟机器人独角兽"宇树科技"、"开普勒机器人"合作，要把机器人也卖到美国。 这到底是"败家子"的异想天开，还是一个"天才"的商业布局？今天，咱们就来看看这个浙江"富三代"， 是如何靠着"老头乐"狂割美国人的。 毛利率吊打比亚迪 你以为，卖"老头乐"就很low吗？我们来看看，涛涛车业的生意有多赚钱。 2024年，涛涛车业营收29.77亿，同比增长了38.82%；归母净利润4.31亿，同比增长了53.76%。最吓人 的是它的毛利率：34.98%。 这是什么水平？2024年，中国新能源车企里，毛利率最高的赛力斯是26.21%； ...

Core Insights - The excitement surrounding the Double Eleven shopping festival is diminishing, leading to a phenomenon termed "shopping fatigue" among consumers [1] - E-commerce platforms are adapting to this maturity by extending promotional periods and seeking innovative ways to re-engage consumers [1] Group 1: Changes in Promotional Strategies - Major platforms are simplifying their promotional strategies, with Tmall adopting a transparent pricing model and JD.com focusing on direct discounts [2][3] - Despite these efforts, consumer feedback indicates confusion over complex discount structures, leading to dissatisfaction [2][3] - The introduction of AI technologies in promotions marks a shift towards enhancing user experience and operational efficiency [3] Group 2: Instant Retail and Market Competition - The extension of the Double Eleven period highlights the narrowing of traffic dividends, prompting platforms to explore instant retail as a growth avenue [4][5] - JD.com and Tmall are heavily investing in instant retail, with JD.com acquiring a local delivery subsidiary to enhance last-mile delivery capabilities [5][6] - The instant retail market is projected to exceed 2 trillion yuan by 2030, with a compound annual growth rate of over 25% [6] Group 3: Emergence of Content E-commerce - The rise of new players in the e-commerce space is leading to a multi-polar competitive landscape for Double Eleven [7][9] - Platforms like Xiaohongshu are leveraging a "buyer influencer" model to drive sales, achieving significant sales figures during the festival [9][10] - Live-streaming e-commerce is becoming a core growth driver for platforms like Douyin and Kuaishou, with substantial year-on-year sales increases reported [10] Group 4: E-commerce Evolution - The competition is shifting from traditional e-commerce models to content-driven approaches, where the focus is on creating consumption scenarios through content [10][11] - The duality of traditional and content e-commerce is reshaping consumer choices, indicating a new phase for the Double Eleven festival [11]

在2023年的WWDC上，苹果公司CEO库克直言，"如同Mac将我们带入个人计算时代，iPhone将我们带 入移动计算时代，Apple Vision Pro将带我们进入空间计算时代"。只是，两年的时间过去了，Apple Vision Pro暂时还没能成为像iPhone一样的超级革命性产品。 不过，这并不代表着空间计算没有未来，在苹果之后，多家创业公司以及科技巨头都在加速布局，比如 三星、谷歌等。前段时间，vivo还发布了首款MR头显，苹果也更新了Apple Vision Pro。 与此同时，此前预告了很久的三星与高通谷歌联合研发的XR头显也在本周正式发布，而这也是首款搭 载安卓XR系统的头显。在作者看来，三星Galaxy XR头显更像是Apple Vision Pro的Lite版本，重量更 轻、价格更便宜，整体的体验也和苹果类似。更重要的是，三星Galaxy XR拥有苹果缺失的AI能力和扩 展度，谷歌全家桶以及Gemini的加入，让其更符合AI时代终端该有的特性。 值得一提的是，伴随着首款安卓XR的发布，目前市面上已有三家市值超万亿美元的巨头入局，属于空 间计算时代的新战役也正式打响。 Galaxy XR，三 ...

1、2025中国海洋经济博览会暨深圳国际海洋周将于10月28日开幕 据深圳规划资源海洋官微，2025中国海洋经济博览会定于2025年10月28日至10月30日在深圳国际会展中 心（宝安新馆）举办，10月29日至11月2日举办2025深圳国际海洋周。2025海博会以"数智深蓝共创未 来"为主题，展览面积4万平方米，包括展览、论坛、配套活动三方面内容。海博会将汇聚超过200家全 球领先的海洋科技企业与机构，展会覆盖海洋智能装备、深海科技、海洋电子信息、海洋能源、海洋现 代服务业等关键领域，一批龙头企业将带来其前沿技术与系统解决方案，打造海洋产业新生态系统。 2025年政府工作报告首次将"深海科技"列为新兴产业重点发展领域，与商业航天及低空经济并列，明确 提出推动其"安全健康发展"。西部证券郑宏达认为，政策表述从2021年的"深海工程"、2023年的"深海 深地探测"逐步演进至2025年的"深海科技"，愈加覆盖深海探测、资源开发、装备制造等全产业链技术 体系。这一政策升级亦标志着深海科技从科研探索向产业化应用的战略转型，未来深海科技将成为培育 新质生产力的重要引擎。 2、高盛上调苹果目标价，得益于iPhone 17 ...

近期，无锡卓海科技股份有限公司（下称"卓海科技"）提交了招股说明书，拟北交所IPO上市，公开发 行不超过2389.5575万股。 笔者注意到，卓海科技此次IPO并非首次尝试，2022年6月其曾申报创业板IPO，2023年1月上会却以"不 通过"告终，当时存货周转效率与跌价准备计提问题是监管层重点关注的核心问题。如今重启IPO，该 公司存货管理问题未解决反而加剧，面临"存货占比高、周转慢、跌价计提低"三重压力，存货跌价准备 计提方法再次成监管焦点。 业绩方面，卓海科技2024年呈现增收不增利，根源是毛利率同比下滑13.3个百分点。与之矛盾的是，公 司主产品定价能力似在增强，2022-2024年平均销售单价从514.9万元/台升至911.03万元/台，2024年较 2022年累计增长79.63%，形成"单价涨、毛利降"的反常情况。 增收不增利，毛利率大幅下滑 卓海科技是一家专注于半导体前道量检测设备领域的企业，在前道量检测设备领域深耕十余年，已形成 最高可达12英寸、14nm制程的修复工艺平台，为芯片的安全稳定生产提供了有效保障。 2022年-2024年（下称"报告期"），卓海科技分别实现营业收入3.14亿元、3 ...

营收微增难掩盈利窟窿 前三季度，美利信实现营业收入28.2 亿元，同比增长8.9%，但营收增长的"面子"难掩盈利的"里子"破败：报告期公司归母净利润由去年同期亏损4793万元扩 大至2.15亿元，扣非归母净利润由亏损5626万元扩大至2.29亿元。 单看第三季度，其营业收入9.61亿元同比仅增2.8%，但归母净利润亏损1.1亿元、扣非净利润亏损1.12亿元。 从业务端看，美利信主要从事通信领域和汽车领域铝合金精密压铸结构件的研发、生产和销售，产品覆盖新能源汽车箱体类、横梁类、控制器散热片类和电 驱壳体类等零部件。 目前美利信通信领域收入连续下滑，2024年降近20%、2025 年上半年再降0.06%，直接拖累整体利润。汽车类零部件与通信类结构件两大主营业务毛利率本 就不高，2025 年上半年还分别下降 5.93%、3.24%，"以价换量"的策略进一步压缩了利润空间。 另一不可忽视的因素就是费用增加显著影响利润表现。2025年前三季度，公司因利息支出增加致使财务费用同比大增62.7%，叠加资产减值损失激增74% （-6393万元），显著侵蚀利润。虽靠政府补助翻倍带动其他收益增长100%，仍难抵投资收益由正转负及 ...

Core Viewpoint - The recent high-premium cross-border investment by the traditional Chinese jewelry brand Lao Feng Xiang (600612.SH) has drawn significant market attention amid high gold prices and pressure on its core business. The company announced a $24 million investment in a newly established luxury goods company with a net asset value of only $1,300, raising questions about the rationale behind such a high valuation and the uncertainty of investment returns [1][2]. Group 1 - Lao Feng Xiang plans to invest $24 million to acquire 20% of Maybach Luxury Goods Asia Pacific (MAP), which was established on February 11, 2025, and has not yet commenced operations. The valuation of MAP is $126 million, with a staggering appreciation rate of 9,692,207.69%, indicating a significantly inflated transaction value [2][3]. - The Shanghai Stock Exchange has issued a regulatory inquiry, requesting Lao Feng Xiang to justify the necessity and reasonableness of acquiring a minority stake at such a high premium without any historical operating performance from MAP [2][4]. - Lao Feng Xiang will not participate in the daily operations of MAP, only appointing one director and one financial director, which raises concerns about the company's involvement in the management and operational decisions of the new investment [3][4]. Group 2 - The luxury goods sector is a new area for Lao Feng Xiang, which may face challenges such as brand recognition, market promotion, pricing strategies, and consumer acceptance as it attempts to expand into this market [4]. - The international gold price has surged from around $3,300 per ounce to over $4,000, with a nearly 60% increase this year, negatively impacting the demand for gold jewelry and pressuring the performance of traditional gold retailers [5][6]. - Despite efforts to enhance its brand and expand into high-end markets, Lao Feng Xiang's financial performance has suffered, with a 20.5% decline in revenue to 56.793 billion yuan and a nearly 12% drop in net profit to 1.95 billion yuan in 2024 [7][9].

文｜新质动能，作者｜沛林 你相信吗？基因可以定制了！5万美元，就可以买到高智商、健康、漂亮的"完美"宝宝。 父母从中选出分数最高的胚胎，作为自己未来的孩子。一场对后代基因的主动选择，就此完成。 使用PGT-P技术定制婴儿并不是新鲜事。2021年1月，全球首个定制婴儿Aurea在美国降生。 基因优劣被量化，人类分层从胚胎开始。硅谷资本，正狂热助推这场基因阶级分化的诞生。 硅谷大佬忙着定制婴儿 这年头，硅谷科技新贵们不仅炒币玩大模型，还开始偷偷定制下一代了。 说起PGT-P技术，也叫胚胎筛选技术，它的原理，简单来说就是胚胎排位赛。 当一对夫妇提供了多个胚胎给PGT-P公司，公司就可以对它们进行基因解码与评分，预测每个胚胎若发 育成人，其在重大疾病、身高、智商甚至性格倾向上的先天概率。 据外媒报道，马斯克就曾利用此技术，定制了自己至少一个孩子。 这项技术叫做"多基因疾病植入前基因检测"（下文简称PGT-P），它承诺能提前预估一个胚胎未来在智 力、外貌乃至个性上的倾向性。 Aurea的父亲Rafal是一位年过五十的神经科医生，因为担心高龄生育风险，主动找到PGT-P技术公司 Genomic Prediction，希望 ...