更多汽车出行资讯…… 【Cybertruck双电机全轮驱动版售价至69990美元】3月1日消息，特斯拉将Cybertruck双电机全轮 驱动版售价提高至69990美元。 3.【岚图梦想家冠军版开启预售，搭载华为乾崑智驾ADS4】岚图汽车宣布，旗下中大型MPV岚图梦 想家冠军版开启预售，预售价31.99万元，新车计划于3月上市。该车型外观采用曜黑格栅与玄英黑车 色组合。配置层面，新车搭载华为乾崑智驾ADS4与鸿蒙座舱5，并配备41.7kWh电池，CLTC纯电续 航235km；底盘采用前双叉臂、后五连杆及智能电动四驱。（搜狐） 1.【小米携手Gran Turismo发布中国首款VGT概念超级跑车】MWC 2026展会前夕，小米正式对外 公布了和GT合作的首款超跑概念车：Xiaomi Vision Gran Turismo（Xiaomi Vision GT），由此成 为首个受邀设计VGT的中国品牌。该车采用极致低趴宽体、中置驾驶舱、剪刀门及巨型碳纤维尾翼设 计，以"少即是多"理念实现空气动力学突破。座舱配备全景显示天际屏，支持人车家联动及健康信息 同步，中岛采用实体按键与飞机推杆档把设计。卢伟冰表示，该车将在今年的 ...

2025年国内消费级AI /AR市场实现里程碑式突破——全年销量达69.6万台，同比激增109%， 形成 " 成熟品类稳健增长、新兴品类爆发突破 " 的双重特征。从品类结构看： CINNO Research 简评 一、 2025年 国内消费级 AI /AR市场销量同比激增 109 % " 据CINNO Re s e a r c h最新数据显示，2025年国内消费级AI /AR市场迎来历史性突破——全年 销量达69.6万台，同比激增109%，雷鸟、小米、XREAL、Rok id等品牌凭借创新产品矩阵成为 核心增长引擎。这一增长背后，既呈现品类分化的结构性亮点，也暴露出产品力不足、同质化竞 争等深层挑战，市场正从"硬件堆叠"向"生态竞争"加速转型，预计2026年国内消费级市场销量 同比增长65%，甚至更高。 " 分 体 式 AR 眼 镜 作 为 成 熟 品 类 ， 全 年 销 量 36.8 万 台 ， 同 比 增 长 53% 。 尽 管 面 临 功 能 单 一、同质化竞争压力，但凭借999~5,000元的丰富价格带与持续体验升级，仍稳居市场基 本盘，成为大众用户触达AR技术的核心入口。 一体式 AR眼镜 （带屏） ...

作者：子成 来源： 销售与管理Plus " 从特斯拉到国产新势力，几乎所有车企都在玩同一套文字游戏。 他们把 " 辅助驾驶 " 包装成 " 自动驾驶 " ，把 " 可能 " 说成 " 已经 " ，把 " 未来 " 当成 " 现 在 " 。 直到出事的那一天。 01 特斯拉的 倔强 ：宁愿打官司，也不认 " 虚假宣传 " 特斯拉最近在美国摊上大事了。 加州车管局（ DMV ）一纸诉状， 指控特斯拉 虚假宣传 。 核心就两点： "Autopilot" （自动辅 助驾驶）和 "Full Self-Driving" （完全自动驾驶）这两个名字，误导性太强了。 监管机构翻出了旧账，你们官网上曾写着，系统 " 可在无需驾驶员任何干预的情况下完成行程 " 。马斯克本人也多次在视频里演示双手离开方向盘。 这给消费者什么印象？ ——" 这车能自己开。 " 为支撑指控， DMV 提交了多份关键证据。其中包括特斯拉的营销物料、高管公开言论，以及第三 方调查数据。 这场拉锯战持续了两年。 2025 年 12 月，加州法官最终作出裁决， 认定特斯拉的营销行为违反 消费者保护法，构成虚假宣传。若再不整改，就暂停销售30天。 ------ ...

Group 1 - The report highlights a peak in lock-up expirations in March 2026, with a total of HKD 87.2 billion in lock-up shares set to be released, primarily affecting sectors such as non-ferrous metals, tea beverages, automotive, and pharmaceuticals [4][33] - The upcoming earnings disclosure deadline for Hong Kong companies, particularly those with fiscal years aligned with the calendar year, is expected to exert downward pressure on stock performance, with many companies required to announce preliminary results by March 31 [4][39] - Geopolitical tensions, particularly the escalation of military conflicts involving Iran, are noted as a secondary factor impacting market sentiment, although the overall effect on Hong Kong stocks may be limited due to a prevailing bullish trend in global risk assets [4][45] Group 2 - The report suggests that the period from mid to late March 2026 may present an opportunity for negative sentiment to dissipate, as the peak of the aforementioned pressures passes [4][50] - The performance of the Hang Seng Technology Index is expected to improve as major companies within the index are likely to report earnings by mid to late March, potentially alleviating market concerns [5][39] - The potential visit of former President Trump to China at the end of March to early April could also positively influence market sentiment [5][52] Group 3 - Historical data indicates that the Hong Kong market does not exhibit a significant seasonal effect post-Chinese New Year, with the Hang Seng Index showing only a 46.7% probability of rising during this period over the past 15 years [7][13] - The report emphasizes that the recent appreciation of the Renminbi is not driven by domestic economic fundamentals, which may lead to a divergence between currency strength and Hong Kong stock performance [20][21] - The report notes that the core variable influencing foreign investment in Hong Kong stocks is the expectation of China's economic fundamentals rather than short-term fluctuations in the exchange rate [21][22]

新春第一会。 作者/刘博 报道/投资界PEdaily 海淀，打响开年第一枪。 2月2 8日，海淀新春第一会——"海淀区2 0 2 6经济社会高质量发展大会"召开。投资界在 现 场 获 悉 ， 中 关 村 科 学 城 科 技 成 长 四 期 基 金 、 中 关 村 科 学 城 科 技 成 果 转 化 基 金 联 袂 发 布，总规模高达1 0 0亿元。 这一幕极具风向标意义。 回 望 4 0 年前 ， 海淀 的 " 电子 一 条街 " 点 燃了中 国 科技 创新 的 星星 之 火 ；4 0 年后 ， 这 片 热 土又孕育出现代化产业的崭新篇章。这座全球瞩目的科技与产业高地，正成为越来越多 人必然的选择。 汇聚500家VC/PE 开年，海淀诞生百亿基金 创投圈再度沸腾。 投资类型则包括成果转化型：聚焦源头成果转化；产业协同型：联动头部平台企业；投 资引领型：合作市场头部机构，出资比例上限5 0 %。 此外，产业直投基金规模1 0亿元，聚焦1+ 5+ 3产业体系，聚焦B轮前后的高成长项目， 重点投向产业关键环节、链主准链主、强链补链项目。 而中关村科学城科技成果转化基金瞄向早期优质项目，涵盖高校院所成果转化项目、国 ...

Investment Rating - The report provides a positive outlook on various sectors, indicating a potential upward trend in investment opportunities across multiple industries. Core Insights - The report highlights the acceleration of "global localization" for collectible toys, with companies like Pop Mart expanding their presence in international markets and diversifying their product offerings to drive revenue growth [1][7] - The new tobacco sector is expected to benefit from clearer FDA product review standards, favoring companies with strong manufacturing capabilities [12] - The housing market shows signs of seasonal decline, but there is potential for recovery driven by supportive policies and demand stabilization [13] - The paper packaging industry is experiencing fluctuations in prices and inventory levels, with expectations of recovery as production resumes post-holiday [15] - The pet food market is witnessing significant growth, particularly in e-commerce, with major platforms reporting increased sales [19][20] Summary by Sections 1. Collectible Toys - Pop Mart has established a creative headquarters in Culver City, Los Angeles, enhancing its global localization efforts [7] - The company is diversifying its product lines with new IPs and collaborations, which are expected to drive revenue growth [8][9] 2. New Tobacco - The FDA has clarified product review standards, which may benefit leading companies with strong manufacturing capabilities [12] - The glo hilo product has been launched in Romania, with plans for further global expansion by 2026 [12] 3. Housing Sector - Recent data shows a significant year-on-year decline in property transactions, but there are signs of stabilization in the market [13] - The furniture export market is showing mixed results, with a decline in exports from China but growth in Vietnam [13] 4. Paper and Packaging - Recent price increases in paper products have been noted, with expectations of inventory adjustments as production resumes [15] - The packaging sector is recovering as downstream demand stabilizes [15] 5. Pet Food and Supplies - The pet food market has seen a year-on-year growth of 18% in January, with significant contributions from platforms like Douyin and JD [19][20] - Notable brands are achieving double-digit growth in sales, indicating a robust market environment [21] 6. AI and 3D Printing - The 3D printing market is projected to grow significantly, with a focus on service-oriented business models [30][31] - Innovations in AI are expected to lower barriers for entry into the 3D printing market, enhancing growth potential [31] 7. Xiaomi Group - Xiaomi is expanding its high-end product offerings and enhancing its ecosystem with new releases in the smartphone and accessory markets [17][18] - The company is leveraging AI technology to strengthen its competitive position in the consumer electronics space [18] 8. Silver Economy - The report emphasizes the potential of the silver economy, predicting significant market growth driven by changing consumer behaviors among the elderly [28][29]

[Table_Page] 年报点评|多元金融 证券研究报告 | [Table_Title] 【广发非银&海外】香港交易所 | | --- | | （00388.HK） | 业绩新高，IPO 全球领跑 [Table_Summary] 核心观点： ⚫ 风险提示：宏观经济下行、地缘政治不稳定、国际交易所竞争加剧等。 盈利预测： | [Table_Finance] | 2024 | 2025 | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业收入（百万港元） | 22374 | 29161 | 31336 | 34438 | 37759 | | 增长率 （ % ） | 9.1% | 30.3% | 7.5% | 9.9% | 9.6% | | 归母净利润（百万港元） | 13050 | 17754 | 19577 | 21521 | 23602 | | 增长率 （ % ） | 10.02% | 36.05% | 10.27% | 9.93% | 9.67% | | EPS（港元/股） | 10.29 | 14.00 | 15.44 ...

Investment Rating - The industry rating for the light industry sector is "Recommended" [1] Core Insights - Alibaba's Qianwen will launch AI glasses at the 2026 Mobile World Congress, with a full-channel reservation starting on March 2. Additional products like AI rings and AI headphones are also expected to be released throughout the year [1] - The first generation of Alibaba's Quark AI glasses has seen impressive sales, topping sales charts on major platforms within hours of release, with over 7,000 units sold on Tmall alone on the first day and total orders exceeding 10,000 within two days [2] - The AI glasses market is rapidly growing, with global sales expected to reach 7 million units in 2025, driven by major players like Meta, which currently holds a 75.7% market share [3][4] - Domestic sales of AI glasses in China have surged, with a 731% year-on-year increase in the first three quarters of 2025, primarily driven by brands like Xiaomi and Ray-Ban Meta [3] - Key suppliers in the AI glasses industry include Conant Optical, the exclusive lens supplier for Quark AI glasses, and Mingyue Lens, which is collaborating with Xiaomi [5] Summary by Sections - **Event Overview**: Alibaba's Qianwen is set to unveil AI glasses at the MWC, with a focus on global market expansion and additional product launches [1] - **Sales Performance**: The Quark AI glasses achieved remarkable sales figures shortly after launch, indicating strong consumer demand and market interest [2] - **Market Trends**: The AI glasses industry is experiencing significant growth, with projections indicating a rise in global sales and a strong performance from domestic manufacturers [3][4] - **Industry Players**: Major companies like Conant Optical and Mingyue Lens are strategically positioning themselves within the AI glasses supply chain [5] - **Investment Recommendations**: The report suggests investment opportunities in companies collaborating with Alibaba in the AI glasses sector, highlighting the favorable market conditions and government support [6]

完整早报音频，请点击标题下方小耳机收听 【传腾讯天美裁员数百人？接近人士：系项目调整，百余名员工正在活水】 近日，有用户在小红书等 社交平台爆料称，腾讯旗下天美工作室计划裁员数百人，或与《山海寻灵》项目组有关。对上述消 息，接近天美人士表示，该消息并不属实。原天美 J6 团队负责的某个项目确有调整，但涉及的人数 并非数百人，而是 100 余人。另外，被波及的员工拥有 2 个月的缓冲期，且内部正在积极推动活水 转岗。如果员工在 2 个月后选择离开，也可以获得 N+1 的补偿。（新浪科技） 【大马士革飞往上海机票涨至 382 万元？知情人士：可能是供应商误操作，平台已无叙利亚至国内 在售航班】 2 月 28 日，有消息称，票务平台 App 当地时间 17 时从大马士革飞往上海浦东机场的 航班，票价涨超 382 万元。针对"当地 17 时起飞、售价超 382 万元"的航班，相关知情人士解释 称，此类情况多为供应商后台人工操作录入价格失误，导致前端展示出现异常。截至 18 时 40 分， 记者查询票务平台 App 发现，已无叙利亚至北京、上海、香港等城市机票。（每日经济新闻） 【中国科大教授任少卿、蔚来汽车 CEO ...

以下文章来源于晚点AI ，作者晚点团队 晚点AI . 关注人工智能的一切，一切都关于人工智能。 AI 解决了生产力问题后，人类更应该玩游戏。 文 丨 祝颖丽 认识张阳的人都挺喜欢他，说他有韧性、有理想。三年前我曾在一次黑客松上采访过他，当时他在做一个给视障人士的 AI 产品，很有些人文关怀；三年后，我发现他拿着锦秋的钱、花了大半年的时间，做了一款新的产品 Wanaka。 相比其他产品在解决某些问题，Wanaka 的特点是 "好玩"，是第一眼就让人觉得有意思。 这个月，在拿到内测链接后，我玩了两个多小时——我先是用自己的照片创建了一个 3D 形象；又让广场里的 DJ 给我写 了一首歌；再找广场里的画家画了一张画；然后把它们以碟片和装饰贴画的形式，装扮在我的房间里；这个房间里还有 我拍摄其他物品生成的 3D 资产。 最后我去广场的游戏机里玩了个 "跳一跳" 的游戏，我把 "跳一跳" 的主角换成了我自己的 3D 形象。如果我想，还能够 把 "跳一跳" 里所有的物品，都换成自己喜欢的、熟悉的道具，并且邀请朋友一起进来玩。 1：今 : " s @ e 6 1 . 好友 7/54 6 6 4 Wana 我的房间 游戏 W ...