Core Viewpoint - Alipay is continuously innovating payment methods, recently introducing "Look and Pay" through Rokid's smart glasses, enhancing convenience for users in various scenarios [1][2][3] Group 1: New Payment Methods - Alipay has expanded its payment options beyond QR code payments to include facial recognition, palm scanning, voice recognition, and now "Look and Pay" [2] - The "Look and Pay" feature allows users to make payments simply by speaking commands while wearing Rokid Glasses, eliminating the need to use a mobile phone [1][3] Group 2: Industry Trends - The smart glasses industry is trending towards scalability and portability, with predictions indicating a growing user base for wearable devices [2] - Alipay's integration of payment capabilities into smart glasses signifies a milestone in the industry, expanding the use cases for smart glasses from merely visual to functional [3] Group 3: Security Measures - Alipay employs a multi-layered risk control system to ensure transaction security during the payment process with smart glasses, covering various interaction stages [1][3] Group 4: Market Potential - Rokid Glasses has received over 250,000 global orders, with a target of 1 million units for the following year, indicating strong market demand [3] - The overall shipment of AI glasses in China is expected to exceed 500,000 units by the end of the year, reflecting a growing market for smart eyewear [3] Group 5: Future Developments - Future enhancements may include additional convenient services such as quick parking payments, voice-activated bill payments, and integration of user purchase reminders [4]

Core Viewpoint - The anticipation for Apple's AR glasses at WWDC 2025 was high, but the company did not meet expectations, leading to increased focus on competitors like Meta and Google in the AR and AI glasses market [2][4]. Group 1: Apple and Its Position - Apple did not release AR glasses at WWDC 2025, disappointing many who expected a significant announcement [2]. - The company has been slow to enter the AR market, especially as competitors ramp up their offerings [2][36]. Group 2: Competitors' Developments - Google emphasized its commitment to XR glasses at Google I/O 2025, highlighting the launch of Android XR in collaboration with Samsung and Qualcomm [5][7]. - Google showcased new AR prototypes and partnerships with fashion brands, indicating a strong push into the AR space [11][13]. - Meta continues to invest heavily in AR technology, with significant projects like Project Orion and Project Aria Gen 2, positioning itself as a leader in the AR market [32][34]. Group 3: Emerging Players - Rokid launched its AR glasses, which feature translation and subtitle capabilities, gaining attention in the market [14][18]. - The demand for Rokid Glasses has been high, with limited availability creating a sense of exclusivity [20][22]. - The domestic XR device market saw a significant increase in shipments, with AR devices leading the growth [23][24]. Group 4: Market Trends and Future Outlook - The AR market is experiencing rapid growth, with AR device shipments increasing by 157% year-on-year [23]. - AI glasses are becoming a transitional product towards AR, with significant sales driven by companies like Meta [30][31]. - The future of AR glasses remains uncertain, with varying predictions on their mainstream adoption timeline [36][37].

Core Insights - Rokid has launched the world's first payment-enabled smart glasses, Rokid Glasses, in collaboration with Alipay, introducing a new payment method called "look and pay" [2][4][5] - The payment process allows users to complete transactions hands-free by simply wearing the glasses and using voice commands, enhancing convenience in various daily scenarios [2][5] - The glasses incorporate Alipay's multi-dimensional risk control system to ensure transaction security, promising device safety and user protection [4][5] Product Features - Rokid Glasses enable users to make payments by saying, "Leqi, pay 10 yuan," followed by a confirmation command, with payment information displayed on the glasses [2] - The design focuses on all-day wearability, making it easier for users to pay without needing to handle their smartphones [2][5] - The glasses are positioned to address user pain points, such as making payments during busy times or while riding a bike [2] Market Impact - Rokid's CEO stated that the payment capability of Rokid Glasses sets a new standard in the smart glasses industry, leading it into the payment era [5] - Alipay's vice president emphasized the innovative user experience and the commitment to supporting emerging industries for greater user value [5] Future Developments - Both companies plan to expand the range of convenient life services, including quick payments for parking, utility bill payments, and other daily transactions through voice commands [5] - As of now, global orders for Rokid Glasses have exceeded 250,000 units, with deliveries set to begin at the end of June [6]

Group 1: Technology Updates - Google has updated its Gemini 2.5 model family, introducing features like a "thinking" mechanism and multi-modal input capabilities, with a pricing standard of $0.3 per million tokens for input [2] - MiniMax launched the MiniMax-M1 model, the world's first open-source large-scale hybrid architecture inference model, supporting 1 million context inputs and 80,000 token outputs, with reinforcement learning costs reduced to $530,000 [3] - The new open-source model Kimi-Dev-72B from 月之暗面 achieved the highest score in the SWE-bench Verified programming benchmark, scoring 60.4% with only 72 billion parameters [4] Group 2: Automotive and Delivery Services - 鸿蒙智行 achieved a weekly delivery of 11,600 units, maintaining the top position among new force brands for four consecutive weeks, with flagship model 问界M8 surpassing 5,000 units in weekly deliveries [5] - 京东's CEO reported that the company has over 120,000 full-time delivery riders, with daily order volume exceeding 25 million and an average monthly income of 13,000 yuan for riders in major cities [7] Group 3: Strategic Partnerships and Collaborations - 传音控股 signed a strategic cooperation agreement with Indonesian telecom operator IOH to enhance 5G terminal penetration and improve user conversion rates [12] - 德马科技 and 上海智元新创 signed a strategic cooperation agreement to explore innovative applications of humanoid intelligent robots in logistics [11] Group 4: Financial and Market Activities - 兆芯集成's IPO application has been accepted, aiming to raise 4.169 billion yuan for new generation processor projects [16] - 曹操出行 announced its IPO plans, targeting to raise 1.853 billion HKD with a share price of 41.94 HKD [17] - 京东方A plans to acquire a 30% stake in 咸阳彩虹光电科技有限公司, with a base price of 4.849 billion yuan [18] Group 5: Industry Developments - The domestic silicon carbide IDM company 芯聚能半导体 has successfully scaled its SiC chip production for automotive applications [14] - The memory market is experiencing significant price increases for DDR4 memory, although market transactions are showing signs of weakness [15]

Core Viewpoint - Rokid and Alipay have launched an innovative smart glasses payment solution called "Look and Pay," marking the world's first smart glasses with payment capabilities [2][3]. Group 1: Product Features - Rokid Glasses are designed for all-day wear and are the first smart glasses to incorporate payment functionality [3]. - The payment process with Rokid Glasses is completed in three steps: 1) User wears the glasses and says, "Loki, pay 10 yuan"; 2) The glasses recognize the Alipay payment code; 3) User confirms payment by saying, "Confirm payment," with payment information displayed on the glasses [5]. - The lightweight and comfortable design of Rokid Glasses makes them ideal for daily activities, allowing users to enjoy convenient payments while shopping, dining, or traveling [5]. Group 2: Security and User Experience - Rokid Glasses utilize Alipay's multi-dimensional risk control system to ensure transaction security, promising device safety and user payment security, with a "theft compensation" guarantee [6]. - The "Look and Pay" feature enhances the payment experience, allowing users to query payment records and obtain transaction details through voice commands, facilitating seamless payment integration [5]. Group 3: Industry Impact and Future Prospects - This collaboration signifies a transformation in payment mediums and a reconfiguration of human-computer interaction logic [7]. - The CEO of Rokid stated that the payment capability of Rokid Glasses enhances user experience and sets a new industry benchmark, with plans for further collaboration with Alipay to explore new user experiences [8]. - Future expansions may include quick payments for parking, voice-activated utility bill payments, and other daily services, indicating a broader application of smart glasses in everyday life [8]. - Both Rokid and Alipay view smart glasses payments as just the beginning of a new smart payment ecosystem, with the potential for smart glasses to become ubiquitous payment terminals as technology advances [9].

Core Insights - The United Nations held a high-level expert group meeting in New York to establish an online university for Least Developed Countries (LDCs), where Dr. Liu Dejian, founder and chairman of NetDragon, presented the "AI + Education" model to promote global educational equity and quality [1] - NetDragon signed a strategic cooperation agreement with UNESCO-ICHEI to collaborate on smart classrooms, AI courseware, and micro-credential development, aiming to support the digital transformation of higher education in developing countries [1] Group 1: AI + Education Strategy - NetDragon plans to provide high-quality teaching content and immersive self-exploration learning environments through its AI production center, targeting millions of active users globally [2] - The company's AI + strategy aligns with two major trends: the evolution of the gaming industry towards digital twin infrastructure and the transformation of educational technology into a cognitive revolution [2] - The AI production center has already integrated neural network algorithms into game NPC behavior and educational content generation, enhancing efficiency by 30-60% in game production processes [3] Group 2: EDA Education Metaverse - The EDA education metaverse platform will serve as the main hub for delivering immersive educational experiences across various subjects and learning stages [3] - The platform will utilize blockchain technology to create a decentralized learning community, where participants' contributions are recorded and converted into verifiable digital rights [3] - A dual incentive system combining digital assets and achievement badges will encourage continuous engagement and growth among global education participants [3] Group 3: Broader AI + Education Initiatives - NetDragon's subsidiary Mynd.ai, which owns the Promethean brand, is positioned to become a key platform for AI + education content and software [4] - The company's investment in AR firm Rokid, which recently launched AI glasses, introduces a new paradigm of "metaverse + vocational training" [4] - Institutional investors are reassessing NetDragon's valuation based on its AI capabilities, with a current dynamic P/E ratio approximately 40% lower than the median of the Hong Kong tech sector, alongside a consistent 18-year dividend payout history [4]

Domestic - Jiangsu Province is experiencing a surge in sales of cultural and creative products as well as sports goods, attributed to the popularity of "Su Super" [3] - The Chinese government is supporting 60 counties to enhance rural water supply capabilities, with three projects in Jiangsu receiving a total subsidy of 240 million yuan, distributed over two years [3] - A financial event focused on industrial software was held in Nanjing, aiming to address financing challenges for software companies, with participation from national financial platforms [3] Global - In May, there was a net inflow of 33 billion USD in cross-border funds from non-bank sectors in China, with high levels of trade-related fund inflows and increased foreign investment in domestic stocks [4] - China's cross-border e-commerce imports and exports are projected to reach approximately 2.71 trillion yuan in 2024, a year-on-year increase of 14%, with exports expected to grow by 16.9% [4] - The Civil Aviation Administration of China issued new regulations for managing information related to civil unmanned aerial vehicle incidents, effective July 1 [4] Enterprise - The ongoing conflict between Iran and Israel may lead to an earlier-than-expected interest rate cut by the Federal Reserve due to recession risks outweighing inflation risks [5] - The European Union is considering implementing carbon taxes on household heating and gasoline [5] - The Bank of Japan maintained its policy rate at 0.5% and plans to slow the pace of bond purchase reductions [5] - The International Energy Agency forecasts that electric vehicle sales will reach a record 17 million units in 2024, pushing global oil demand to its peak [5] - A recent survey by the World Gold Council indicates that 95% of central banks plan to increase their gold reserves in the next 12 months, the highest percentage since the survey began in 2019 [5] - Baidu announced the launch of the industry's first dual digital human interactive live broadcast room during its "AI Day" event [5] - Rokid and Alipay have developed the world's first payable smart glasses, allowing direct payments without a mobile phone [5] - The third Chain Expo will take place in Beijing from July 16 to July 20, featuring participation from various AI companies and Nvidia [5]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【因技术故障等原因，印度航空取消至少5架次波音机型国际航班】 据央视新闻，总台记者17日获悉，因技术故障等原因，印度航空当天取消了至少5架次国际航班，涉及航班包 括印度艾哈迈达巴德飞往伦敦、德里飞往巴黎、德里飞往迪拜、德里飞往维也纳以及伦敦飞往印度阿姆利则。 据了解，涉及航班的机型均为波音客机。 【欧盟委员会计划全面禁止进口俄石油天然气】 据界面新闻，欧盟委员会6月17日提出一项立法提案，欧盟将在2027年底前逐步停止进口俄罗斯的天然气和石 油。 该提案提出，在2027年底前逐步淘汰直接或间接从俄罗斯进口的管道天然气（PNG）和液化天然气 （LNG），同时彻底停止进口俄罗斯石油。 提案还提出，从2026年1月1日起禁止在新合同下进口俄罗斯天然气，所有长期合同下的进口将于2027年底前完 全停止。 该提案将遵循共同决定的立法程序，预计将获得大多数成员国支持而正式生效。 【国务院安委办对湖南常德山洲烟花有限责任公司爆炸事故查处挂牌督办】 【机构回应12岁女孩花3200学韩语：已退款】 据九派新闻 ...

我国磁悬浮技术获新突破，百公里加速不到1秒 在湖北东湖实验室，科研人员通过悬浮支撑和电磁推进的方式，成功在1000米距离内将1.1吨重试验车加速 至650公里/小时，极速达到650公里每小时，百公里加速不到1秒。依托强有力的电磁助推和精准的测速定 位，不仅能实现"贴地飞行"，还能在200米内速度减为零。 约1800名中外嘉宾参会，天津夏季达沃斯论坛拟聚焦五大方向 本届夏季达沃斯论坛各项筹备工作已基本就绪，来自90多个国家和地区的约1800名嘉宾将于6月24日至26日 在天津共同参会。据介绍，本届夏季达沃斯论坛的主题为"新时代企业家精神"，将围绕"解读全球经济""中 国展望""剧变中的产业""投资人类与地球""新能源与材料"等五大方向进行探讨。 河南：大力推进国资招商 河南省人民政府发布《关于新时期推动招商引资高质量发展的指导意见》，其中提出，大力推进国资招商。 加强行业主管部门与履行国有企业出资人职责部门协作，通过完善国有企业公司治理，强化国有企业招商功 能，完善与央企、民营企业、外资企业对接合作机制，扩大开放协作。深入开展基金招商。聚焦培育中长期 投资者和耐心资本，持续扩大政府母基金规模，支持具备条件的国有 ...

Core Insights - Rokid has launched the world's first smart glasses payment system in collaboration with Alipay, featuring the "Look to Pay" function integrated into Rokid Glasses [1] - The payment process is streamlined into three simple steps, with payment information displayed directly on the glasses' screen [1] - The integration of Alipay's multi-dimensional risk control system ensures the security of each transaction made through Rokid Glasses [1]