作者 | 柴旭晨 "未来每一副眼镜都会是AI眼镜，选择夸克AI眼镜，相当于选择了阿里千问大模型，和整个阿里生态。" 11月27日，阿里集团副总裁吴嘉为夸克AI眼镜站台，顺势抛出了阿里在人工智能时代下的野心。这一天，夸克揭开盖牌，一口气首发了S1、G1两个系列共 六款单品，且均搭载阿里最新的千问AI助手。 两个系列都具备导航、支付、AI问答等诸多功能，准备成为真正的随身超级助理。同时，夸克AI眼镜联合阿里内部的生态，构建起覆盖搜索、导航、支 付、商旅等垂直使用场景，突破了AI眼镜当前面临的生态困境。 华尔街见闻现场体验到，夸克S1眼镜能语音助手在嘈杂环境中流畅对答；视线掠过商品实现快速比价；凭眼神确认完成扫码支付，一系列操作在无需触碰 手机的情况下完成。 编辑 | 黄昱 一如吴嘉所言，夸克AI眼镜的"独门绝技"之一就是阿里生态的大融合，是高德、支付宝、淘宝等等一批阿里应用为其抬轿子。 夸克AI眼镜似乎生逢其时，眼下行业正进入"百镜大战"，据国家统计局数据，今年1月至10月，全国网上零售额同比增长9.6%，其中AI眼镜、智能手表等智 能穿戴产品网上零售额增长23.1%。"双11"天猫AI眼镜成交额暴涨2500%， ...

英伟达CEO黄仁勋表示，Blackwell芯片销量远超预期，云端GPU已售罄。 近日美国证券交易委员会(SEC)公布的最新13F持仓文件显示，有"硅谷风投教父"之称的知名投资人彼得 ·蒂尔（Peter Thiel）旗下的基金Thiel Macro Fund第三季度出售了约53.7万股英伟达股票，占其投资组合 的近40%。截至9月30日，该机构不再持有英伟达股份。按英伟达第三季度平均股价计算，该基金此次 减持套现金额约1亿美元。 点评:Thiel Macro Fund清仓英伟达是在第三季度，但近日市场上关于AI泡沫依然有激烈讨论。对AI泡沫 的担忧，一大原因是科技巨头与AI有关的资本开支高企，支出能否转化为实际收益具有不确定性。第 三季度，微软的资本支出达到349亿美元，同比增长79%;亚马逊的现金资本支出342亿美元，同比增长 61%;谷歌资本支出总额达到240亿美元。 桥水创始人达利欧:AI真正的拐点还没来 当地时间11月20日，桥水基金创始人达利欧表示，尽管人工智能相关投资正在推动市场形成泡沫，但还 没看到刺破泡沫的关键因素，投资者也不需要立刻退出。达利欧表示，估值偏高并不等同于短期见顶， 真正的拐点往往 ...

根据 AI 硬糖报道，前字节跳动「扣子」产品经理潘宇扬，已从大厂体系中抽身，选择在今年踏入竞争更为激烈、想象力也更大的赛道——AI 可穿戴硬 件。他创立的新公司「心感智影」，定位于"下一代 AI 穿戴与人机交互入口"，押注的是一个还远未定型、却极有可能诞生新物种和新巨头的方向。 工商信息显示，深圳市心感智影科技有限公司成立于今年 6 月，创立不久便完成了首轮融资，投资方包括线性资本与 Creekstone，具体金额尚未披露。 | | 字节前员工创办的人工智能公司(截止2025年11月22日) | | | | | | --- | --- | --- | --- | --- | --- | | 由 Z Finance 整理,仅供参考 | | | | | | | 公司简称 | 创始人 | 字节岗位 | 创业方向 | 融资金额 | 投资方 | | 心感智影 | 潘宇扬 | 扣子产品经理 | AI硬件 | 1 | 线性资本、Creekstone | | 1 | 齐俊元 | 豆包PC端负责人 | 1 | 1 | 1 | | 1 | 冯佳时 | 褚Seed视觉基础研究负责人 / | | 1 | 1 | | 1 | 王脩 | ...

Group 1 - The core point of the article is the management reshuffle at Huida Technology, with Liu Yuping resigning as president and Ye Jinchun appointed as the new president, effective immediately after the board's approval [1][3] - Ye Jinchun has been with Huida Technology since 2007, holding various positions that demonstrate his technical and business expertise, which is expected to enhance the company's strategic planning and product development [3][4] - Liu Yuping will continue to play a significant role in the company as the assistant to the CEO, focusing on major operational matters, which is seen as a move to maintain stability within the core management team [3][4] Group 2 - For the first three quarters of 2025, Huida Technology reported a revenue of 3.521 billion yuan and a net profit of 677 million yuan, indicating a solid financial performance [4] - The company has established a strong customer base in the fields of human-computer interaction and IoT chip design, particularly in fingerprint recognition and touch control markets [4] - The appointment of a familiar executive from within the company is expected to improve the response speed in new product development, technology iteration, and market expansion amid increasing industry competition [4]

这两天气温骤降，人们纷纷裹上厚外套，在杭州，连机器人都悄悄换上了"毛衣"。 浙江大丰实业股份有限公司的子公司浙江硅基方舟机器人有限公司（以下简称"硅基方舟"）最新发 布的全智能机器人，近日正式亮相滨江区大丰科创中心。它身披毛茸茸的黄色"毛衣"，头顶一对红色牛 角，身后摇晃着一条俏皮的牛尾巴，造型憨萌，引人注目。 为什么要给机器人"穿衣服"？项目负责人道出了背后的巧思："灵感来自集团吉祥物'小牛'。给它穿 毛衣、戴牛角，不仅是外观改造，更是希望它从一台冰冷的机器，变成一个有温度、能被大家记住的伙 伴。" 走近细看，这件"毛衣"并不只是装饰。该负责人解释，织物外层能有效防尘、防刮，保护内部精密 元件，同时巧妙避开了散热部位，"可别小看这层布料，它能大大降低人们对机器的疏离感，让人机互 动更自然。" 这位"小牛同事"的本事也不小。它能主动迎宾交流，理解语言与动作，具备自主导航与灵活避障能 力，甚至能完成起身、跳舞等高难度动作。当它随着音乐节奏跳起一段俏皮的舞蹈时，周围观众都忍不 住举起手机记录。 "目前它主要在科创中心负责接待和表演，未来在景区导览、商场互动，甚至情感陪伴等场景中都 能大显身手。"该负责人补充道，根 ...

家人们听说了么？AI硬件赛道最近杀出一匹"黑马"。灵宇宙刚刚宣布完成2亿元PreA轮系列融资，投资方阵容堪称豪华，既有国方创新、国泰海通这样的头 部金融机构，也有滴滴出行、拉卡拉这样的产业巨头。 更让人意外的是它的市场表现，双十一期间，核心产品"灵宇宙小方机"拿下京东AI玩具双榜第一，销售额同比618暴涨230%。 这家专注于消费级AI机器人的公司，成立不久就连续完成多轮融资，还能快速实现商业化爆发，背后藏着一套"硬件+系统+生态"的组合拳，更预示着人机 交互的新范式正在崛起。 资本疯抢：2亿融资背后的产业共识 灵宇宙的融资之路堪称"开挂"。成立半年内就完成三轮连续融资，三七互娱、商汤科技、线性资本等知名机构纷纷押注。这次2亿元PreA轮，更是吸引了国 资机构、头部券商、互联网战投和产业巨头集体入局，老股东还主动超额追投。 国泰海通则看好它成为行业重要基础设施，这些评价足以说明资本对其长期价值的认可。 市场爆发：双十一暴涨230%的产品密码 资本之所以如此疯狂，核心是看好它的赛道和底层逻辑。国方创新直言，投资灵宇宙不是看中单一AI硬件，而是下一代人机交互的底层范式。 在资本眼里，灵宇宙找到的不仅是一条务实的商 ...

Core Insights - Gyges Labs, an AI wearable technology company, has completed a new round of financing to support product development and supply chain investments [1] - The company aims to create innovative smart wearable devices that combine technological breakthroughs with practical applications [1][3] - Gyges Labs is set to launch its first product, Halliday Glasses, in January 2025, which will be the world's first AI glasses with hidden display capabilities [1][3] Company Overview - Founded in 2022, Gyges Labs is headquartered in Singapore, with its software and AI team based in Silicon Valley, leveraging China's supply chain advantages [1] - The founding team consists of members from prestigious universities and companies, including Stanford, UCLA, and Tsinghua, with significant experience in the tech industry [1][3] - The company employs a workforce where 80% are research and development personnel [1] Product Features - Halliday Glasses utilize the proprietary DigiWindow technology, which projects content directly onto the retina, making it invisible to others [3] - The glasses weigh only 28 grams, have a battery life of up to 12 hours, and support vision correction from +800 to -800 degrees [3] - The product aims to address the challenge of all-day wearability in smart glasses, appearing indistinguishable from regular eyewear [3] Future Development - Gyges Labs plans to continue enhancing its optical and AI capabilities while exploring additional wearable device forms beyond glasses, including standalone rings [4] - The company aims to meet diverse daily needs of users by gradually launching various smart wearable products starting in 2026 [4] Investment Perspective - Investors view Gyges Labs as a key player in the consumer technology space, capitalizing on the trend of edge AI as the next major entry point in consumer tech [5] - The company's focus on integrating AI into everyday scenarios is seen as a significant advantage, positioning it well for future growth in human-computer interaction [5]

Core Viewpoint - The article discusses the rapid development and adoption of AI glasses, highlighting the innovations by Thunderbird Innovation in Shenzhen, which is positioning itself as a leader in the AI glasses market. The advancements in technology are transforming how humans interact with the digital world, making once sci-fi scenarios a reality [1][6]. Group 1: Product Development - Thunderbird Innovation has developed the world's smallest mass-produced color MicroLED AR glasses, the Thunderbird X3 Pro, which signifies Shenzhen's ambition to become the "first city of global AI glasses" [1][6]. - The transition from bulky "helmet-style" devices to lightweight, everyday glasses has been achieved through innovations in MicroLED and optical waveguide technologies, allowing for improved display precision while reducing size [4][5]. - The Thunderbird Air 4 series, launched recently, is notable for being the first smart glasses to support HDR10 display, weighing only 76 grams, and is seen as a breakthrough product for consumer-level AR glasses [6][10]. Group 2: Industry Ecosystem - Shenzhen provides a conducive environment for the AI glasses industry due to its mature mobile communication and smart wearable sectors, along with a robust supply chain that supports technology development and manufacturing [9][10]. - The establishment of the Shenzhen AI Glasses Industry Alliance, with Thunderbird as a founding member, aims to enhance collaboration among industry players, facilitating product development and market entry [11][13]. - The local government's support, including significant funding for smart wearable projects, has accelerated the growth of the AI glasses sector, with policies aimed at fostering innovation and development [10][11]. Group 3: Market Outlook - The global smart glasses market is projected to see significant growth, with an expected shipment of 4.065 million units in the first half of 2025, marking a 64.2% year-on-year increase [15]. - The Chinese market is anticipated to have a compound annual growth rate of 55.6% over the next five years, leading global growth in the sector [15]. - Innovations in interaction methods, such as eye-tracking technology and gesture recognition, are expected to drive mainstream adoption of AI glasses, integrating them into everyday life [15][16].

Core Insights - The article discusses the evolution of AI hardware, emphasizing the importance of a "gentle penetration" approach rather than radical replacement in the market [2][5] - The founder of Ling Universe, Gu Jiawei, shares his unique entrepreneurial philosophy shaped by his experiences in both academia and the tech industry [2][4] Personal Journey - Vision and Refinement - Gu Jiawei's career has consistently focused on the next generation of human-computer interaction, with varying responsibilities and mindsets at different stages [4][5] - The transition from a scientist to an entrepreneur involves facing real-world challenges and balancing idealism with practical business needs [8][9] Industry and Product - Essence and Future of AI Hardware - Ling Universe is developing a product called "Xiaofangji," which serves as the first AI terminal for the "Gen Alpha" generation, aiming to create a new operating system called LingOS [15][18] - The product is designed to be a container for AI capabilities, moving away from traditional smartphone functionalities [15][20] Barriers and Moats - Standing Out in a Crowded Market - The primary distinction of Xiaofangji compared to other AI hardware is its focus on being a multi-functional AI terminal rather than a simple interactive toy [19][20] - The company leverages existing user data from previous products to enhance its AI capabilities and create a competitive edge [20][21] Timing and Market Readiness - Timing is crucial in technology commercialization, with the need to identify the right moment when technology is mature and user demand is activated [13][14] - Gu Jiawei emphasizes the importance of breaking down large goals into smaller, manageable steps to ensure gradual progress in product development [14][24]

Investment Rating - The report indicates a positive investment outlook for the smart service robot industry, highlighting a robust growth trajectory and expanding applications across various sectors [4][25]. Core Insights - The smart service robot industry is experiencing rapid growth, with a compound annual growth rate (CAGR) of 26.37% from 2019 to 2023, and projections suggest a further increase to a CAGR of 40.49% from 2024 to 2027 [4][25][26]. - The integration of advanced technologies such as AI, 5G, and IoT is enhancing the capabilities of smart service robots, allowing them to perform a wide range of tasks in diverse environments [5][10]. - The aging population in China is expected to drive demand for smart service robots, particularly in caregiving roles, as the elderly population is projected to exceed 300 million by 2025 [4][27]. Industry Definition - Smart service robots are high-tech integrated devices designed to provide necessary services in unstructured environments, utilizing technologies like computer vision, voice interaction, and navigation [5]. Industry Classification - The smart service robot industry can be categorized based on application scenarios, including consumer robots for home use and commercial robots for public environments [6][7]. Industry Characteristics - The industry is characterized by expanding application scenarios, a focus on human-robot interaction, and multi-functional integration [8][10][11]. Development History - The industry has evolved through three stages: the nascent phase (1980-2000), the initiation phase (2001-2017), and the rapid development phase (2018-present) [12][15]. Industry Chain Analysis - The industry chain consists of upstream components and core technology suppliers, midstream manufacturers and system integrators, and downstream application fields and end-users [17][23]. Market Size - The market size of the smart service robot industry grew from 179.51 billion RMB in 2019 to 457.75 billion RMB in 2023, with expectations to reach 1,778.66 billion RMB by 2027 [25][26]. Competitive Landscape - The industry exhibits high market concentration, with leading companies like Shenzhen Ubtech and Shenyang Siasun Robotics holding significant market shares [31][32].