事实证明，哪怕是天价薪酬，好像也真的留不住顶尖人才。 回想 7 月初，当 Meta CEO 扎克伯格挥金如土，官宣从 Google、OpenAI 等地挖来了多位顶尖 AI 研究员、并组建了一支名为 Meta Superintelligence Labs （MSL）的新团队时，外界都以为 Meta 将在 AGI 赛道上掀起一场"狂飙突进"。 然而，现实却给了这个社交巨头一个意外开局：MSL 成立还不到两个月，就迎来了一波关键员工离职潮，其中不乏核心老将和高薪新秀——更令人瞠目 的是，有两名研究员入职 Meta 还不满 1 个月，目前已重返老东家 OpenAI 了。 天价薪酬、豪华阵容，却激起了团队摩擦 自 Llama 模型发布以来，扎克伯格对 AI 人才表现出了前所未有的兴趣。为此，他不仅开出高达九位数薪酬的待遇，还亲自通过邮件、WhatsApp 与顶尖 研究人员沟通，有时甚至多次约见那些最初拒绝 Meta 的候选人，最终说服他们加入。 据外媒报道，Meta 在上周宣布暂停招聘前，已为其 AI 团队招募了超过 50 人： 其中，有不少人都拿到了超 1 亿美元薪酬的合同。 这种"疯狂挖角"的行为，一度让 Open ...

Group 1 - Meta collaborates with Ray-Ban to unveil the third generation of smart glasses, expected to be released within the year, featuring upgraded battery life and AI functionalities [1] - The new smart glasses will support real-time object recognition and scene understanding, indicating a shift in Meta's strategy towards deep interactive experiences in smart wearable devices [1] - Lens Technology Company, Lens Technology, is the exclusive supplier of core components for Meta's new AI glasses [1] Group 2 - In September, major consumer electronics events are anticipated from Apple, Samsung/Huawei, and Xiaomi, which is expected to further boost the consumer electronics sector [1] - As of August 28, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 1.66%, with notable increases in stocks such as Rockchip (7.97%) and SMIC (5.95%) [1] - The Consumer Electronics ETF (561600) increased by 0.55%, marking its fifth consecutive rise, with a recent price of 1.1 yuan [1] - Over the week leading up to August 27, 2025, the Consumer Electronics ETF saw a cumulative increase of 9.82%, ranking it in the top 1/5 among comparable funds [1] Group 3 - The CSI Consumer Electronics Theme Index tracks 50 listed companies involved in component production and consumer electronics design and manufacturing [2] - As of July 31, 2025, the top ten weighted stocks in the index accounted for 51.57% of the total, including companies like Luxshare Precision and BOE Technology Group [2] - The Consumer Electronics ETF has several linked products for investors, including those from Ping An [2]

TradFi giants on-chain ⚡️$AAPL $GOOGL $AMZN $META $MCD now live as RWA Index perpetuals.Details 👇https://t.co/3S0Fihicsi https://t.co/m1JPIaaPst ...

华泰证券指出，除Meta外，年初以来国内小米、Rokid、雷鸟、Xreal等已陆续推出AI/AR眼镜，国外谷 歌、三星、苹果、亚马逊等头部公司对于AI/AR眼镜的软硬件规划也逐步清晰。我们持续看好在AI模型 能力提升的背景下，眼镜这一产品形态作为Always-on交互入口所具备的长期潜力；同时建议关注近期 头部企业新品发布对产业链带来的短期催化。 招银国际发布研报称，持续看好AI眼镜产业的蓬勃发展，认为Ray-Ban Meta眼镜上半年强劲增长逾两 倍、小米AI眼镜50万件出货量目标、各品牌丰富的产品管线，以及持续扩展的生态系统与人工智能功 能及应用场景，将为相关供应链今年下半年的增长铺路。 AI眼镜相关港股： 康耐特光学(02276)：国投证券发布研报称，公司有望充分受益AI眼镜行业升级趋势，打开增长空间。 AR近视解决方案正向轻薄、高性能的一体化贴合升级，其要求较高制造水平。公司自21年开始卡位XR 一体化技术，引入股东歌尔股份战略合作，有望形成客户协同，目前已获多家全球领先的科技和消费电 子龙头在研项目及小试订单，并将在泰国新建XR配套镜片专用产线。 蓝思科技（06613）：日前，市场传出Meta将于9 ...

今年Meta Connect大会将于9月17日-18日拉开帷幕。 TCL电子(01070)：2025年1月7日，TCL电子旗下雷鸟品牌发布AI拍摄眼镜新品雷鸟V3，产品定价1799 元。 舜宇光学科技(02382)：舜宇智能光学在AI眼镜视觉方案上拥有技术布局与产品方案，特别是在场景交 互、信息交互和影像三大领域。公司实现了基于单目、双目、dTOF等技术的全栈XR视觉方案覆盖，并 不断推动高分辨率、小型化、可变光圈等方面的研发进展，满足行业对AI眼镜SLAM、超广角、超长 焦、眼动追踪等功能的需求。 小米集团-W(01810)：Xiaomi小米在近期举办了人车家全生态发布会，除了正式上市的小米YU7纯电 SUV，还发布了小米Watch S4 41mm、小米手环10、小米开放式耳机Pro，以及小米首款AI眼镜等众多 产品。其中，小米AI眼镜定位于"面向下一代的个人智能设备，随身的AI入口"，支持第一人称视角拍 摄，视频通话、直播，超级小爱等功能。 据Meta CTO透露，会上Meta有望发布带显示智能眼镜Celeste、第三代RayBan-Meta眼镜以及运动款 Oakley眼镜，并可能展示全新的"元宇宙软件" ...

Market Overview - The market experienced a significant drop in the afternoon, with both the Shanghai Composite Index and the Shenzhen Component Index falling over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.17 trillion, an increase of 486.5 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index fell by 1.76%, the Shenzhen Component Index by 1.43%, and the ChiNext Index by 0.69% [1] Small-cap Growth Stocks - CITIC Securities indicated that small-cap growth stocks exhibit greater resilience, especially after December 2023 when market confidence was low and funds were tight [2] - From January 2024, sectors like AI and smart vehicles have shown repeated activity, shifting market focus back to small-cap and growth stocks [2] - Following May 2024, geopolitical and macroeconomic factors are expected to further dampen market sentiment, leading to a shift back to large-cap value stocks, which are seen as more stable [2] AI Applications and Policy Impact - Guojin Securities highlighted six key directions for innovative applications that could accelerate the implementation of AI, including product realization on intelligent computing platforms [3] - The optimization and improvement of processes can occur in three dimensions, driving medium to long-term equipment upgrade investments [3] - Specific areas of focus include the optimization of microbial fermentation processes, new material applications, and the development of innovative pesticide products [3] AI and AR Glasses Industry - Huatai Securities noted that the Meta Connect conference is set to take place on September 17-18, where Meta is expected to unveil new smart glasses and redefine AI glasses through hardware and software innovations [4] - Other companies like Xiaomi, Rokid, and Xreal have also launched AI/AR glasses, while major international firms such as Google, Samsung, Apple, and Amazon are clarifying their plans for AI/AR glasses [4] - The long-term potential of glasses as an "Always-on" interaction interface is emphasized, alongside the short-term catalysts from new product launches by leading companies [4]

Group 1 - The stock price of Cambrian has surpassed Kweichow Moutai, reaching a peak of 1464.98 yuan per share, with an annual increase of over 120% [3] - The largest shareholder of Cambrian, Chen Tian Shi, holds 28.63% of the shares, with a net worth exceeding 170 billion yuan based on current stock prices [3] Group 2 - Wahaha confirmed that the 29.4% equity directly held by Zong Qinghou has been fully inherited by his daughter, Zong Fuli, and the industrial change registration has been completed [5] - The employee stockholding meeting's buyback occurred in 2018, with no objections raised prior to Zong Qinghou's passing [5] Group 3 - Nvidia reported a net profit of $26.422 billion for Q2 of FY2026, a year-on-year increase of 59%, with revenue of $46.743 billion, reflecting a 56% increase [11] - ByteDance's Q2 revenue reached $48 billion, marking a 25% year-on-year growth [11] Group 4 - Meituan announced plans to eliminate overtime penalties by the end of 2025, aiming to enhance rider experience and streamline complaint processes [11] - Apple is expected to discontinue seven products following the launch of new models, with no official confirmation yet [11] Group 5 - Faraday Future's founder, Jia Yueting, executed a stock purchase plan, acquiring approximately $200,000 worth of common stock [11] - Gree Electric's marketing director criticized Xiaomi's comparison of their products, emphasizing the importance of real technological advancements in manufacturing [11][12][13] Group 6 - Xiaomi's new operating system, Surge OS 3, is set to be released on August 28, focusing on system fluidity and ecosystem collaboration [16] - The new H5 model from Shangjie aims for a monthly sales target of 20,000 units, with plans for two additional models next year [17] Group 7 - The new Xpeng P7 was launched with a starting price of 219,800 yuan, featuring advanced AI capabilities and fast charging technology [22] - DingTalk introduced its first AI hardware, the DingTalk A1, designed for real-time translation and voice recognition [24][25] Group 8 - Zhejiang University and Alibaba launched an AI model for emergency aortic diagnosis, significantly reducing diagnosis time for acute aortic syndrome [27][28] - Xiamen has implemented personal bankruptcy regulations, allowing individuals unable to repay debts to seek reorganization or liquidation [30] Group 9 - Wuhan has over 1,000 AI-related companies, with a digital economy growth target of over 10% annually during the 14th Five-Year Plan [30]

美股方面，美股三大指数集体收涨。道指涨0.32%，纳指涨0.21%，标普500指数涨0.24%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45565.23c 147.16 | | 0.32% | | 纳斯达克指数 | 21590.14c | 45.87 | 0.21% | | 标普500 | 6481.40c | 15.46 | 0.24% | 大型科技股多数上涨，英特尔涨超2%，微软涨近1%，苹果、谷歌、亚马逊小幅上涨；特斯拉、英伟达、脸书小幅 下跌。 8月27日，国际油价上涨。截至当天收盘，纽约商品交易所10月交货的轻质原油期货价格上涨90美分，收于每桶 64.15美元，涨幅为1.42%；10月交货的伦敦布伦特原油期货价格上涨83美分，收于每桶68.05美元，涨幅为1.23%。 消息面上，当地时间8月27日，俄罗斯政府宣布对车用汽油出口实施新的临时禁令。9月1日至9月30日，该禁令将适 用于所有出口商，包括石油产品生产商和非生产商。自10月1日起，针对汽油生产商的限制将被取消。 俄联邦政府官方社交媒体平台称，此决定旨在维护俄 ...

Core Viewpoint - The upcoming Meta Connect conference, scheduled for September 17-18, is expected to showcase new AI glasses and software, highlighting the potential of augmented reality (AR) and artificial intelligence (AI) in the eyewear market [1] Group 1: Product Launches - Meta is anticipated to unveil the Celeste smart glasses, the third-generation RayBan-Meta glasses, and the Oakley sports glasses at the conference [1] - The event may also feature a new "metaverse software" that aims to redefine AI glasses from hardware, interaction, and software perspectives [1] Group 2: Industry Trends - Since the beginning of the year, domestic companies such as Xiaomi, Rokid, Thunderbird, and Xreal have launched AI/AR glasses, indicating a growing interest in this technology [1] - Major international companies like Google, Samsung, Apple, and Amazon are also clarifying their hardware and software plans for AI/AR glasses [1] Group 3: Market Outlook - The industry is viewed positively due to the enhancement of AI model capabilities, with glasses being seen as a long-term potential entry point for always-on interaction [1] - There is a recommendation to pay attention to the short-term catalysts that new product launches from leading companies may bring to the supply chain [1]

美国总统川普26日于内阁会议透露，Meta执行长祖克柏亲自向他提案，要在路易斯安那州投入500亿美 元（约新台币1.53兆元），扩大AI数据中心基础建设，是该公司原规划当地投资额的五倍，以自有的 ASIC专案为主。市场认为，广达（2382）、晟铭电将联手夺单，成为台厂最大赢家。 针对订单状况，国内供应链均不对单一客户评论。不过，据传Meta相关ASIC将由美商博通独家供货， 晟铭电则有望切入机柜、部分水冷零组件与sidecar供应链，广达操刀最终组装。 路透报导，川普对Meta路州专案投资额暴增，花费高达500亿美元，忍不住向阁员们提到"那到底是什么 鬼工厂？"显示Meta这次手笔之大，让川普难以想像。 Meta去年曾宣布在路易斯安那州投资AI数据中心，当时预估将投入100亿美元，如今大增四倍、达500 亿美元。 综合外媒报导，Meta内部已将路州数据中心命名为Hyperion，将具备强大的运算能力，用于支援包括AI 在内的数位基础设施负载。 市场估算，一座1,000瓦的AI数据中心，成本约100亿美元。祖克伯则在7月时表示，未来Meta将投入数 千亿美元，建造多个大型AI数据中心，为"超级智慧"、"超级运算 ...