晚报 | 6月26日主题前瞻

AI Glasses - The AI glasses concept continues to gain traction, with companies like Zhili Fang and Haoshanghao hitting the daily limit up, while Xiechuang Data, Zhongke Lanyun, and Ruixinwei saw daily increases of 5.30%, 5.93%, and 4.97% respectively [1] - Xiaomi announced the launch of its AI glasses on June 26, which follows the mass production of the world's first consumer-grade AI+AR glasses, Rokid Glasses, that received 250,000 global pre-orders [1] - The market is expected to see rapid adoption of AI glasses due to their lightweight design, affordable pricing, and the maturity of required technologies [2] Stablecoins - Stablecoin-related stocks in both AH markets showed strong performance, with OSL Group rising over 16.07% in the H-share market and several A-share companies like Hengsheng Electronics and Xinguodu seeing increases of 7.34% and 14.42% respectively [3] - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its license to provide virtual asset trading services, allowing direct trading of cryptocurrencies and stablecoins [3] - The introduction of stablecoins is seen as a bridge between traditional finance and the crypto asset system, enhancing transaction stability and cross-border payment capabilities [4] Brain-Computer Interfaces - A new national standard for non-invasive medical devices using brain-computer interface technology is being proposed, focusing on performance indicators and testing methods [5] - The technology is expected to revolutionize human-machine interaction, initially focusing on medical rehabilitation and later expanding into education, entertainment, and military applications [5] Drones - Following the implementation of stricter export controls in 2024, prices for drone components exported from China to the U.S. have reportedly tripled in some cases [6] - China's drone industry is recognized for its mature supply chain and competitive advantages, with expectations to transition from a "component supplier" to a "technology standard setter" within 3-5 years [6] Solid-State Batteries - Vivo launched the X Fold5 smartphone featuring the industry's first fourth-generation silicon anode technology, achieving an energy density of 866Wh/L, a 13% increase compared to the previous generation [7] - The new battery technology is expected to penetrate various markets, including consumer electronics and high-end vehicles, as it matures and costs decrease [7]