【西街观察】科技的人气，消费的底气

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai has sold out tickets, reflecting a strong market interest in technology [1] - This year's WAIC is the largest ever, with over 800 participating companies and an exhibition area exceeding 70,000 square meters, showcasing more than 3,000 exhibits [1] - Consumer-grade AI products, such as AI glasses and autonomous driving technologies, have gained significant attention, overshadowing last year's focus on large models [1] Group 2 - The concept of a "10 billion" target is prevalent in both embodied intelligence and large model sectors, indicating a shift towards market application and consumer engagement [2] - The emergence of numerous consumer-grade products signifies a closer connection between technology and consumers, facilitating the transition of startups from behind the scenes to the forefront [2] - China's AI development is characterized by innovation that empowers people, integrating technology into everyday life and enhancing productivity [2][3] Group 3 - The AI industry in China is evolving with a clear policy direction, maturing unicorn companies, and a well-connected ecosystem of talent, capital, technology, and market [3] - The success of AI products is increasingly determined by consumer acceptance, emphasizing the need for products to be closely aligned with market demands [3]