整理 | 美股研究社 在这个快速 变 化的时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI 日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 1 . 英伟达推出机器人"新大脑"Jetson Thor，宇树科技、智元机器人等已率先使用。 周一， Nvidia（纳斯达克股票代码：NVDA）成为市场关注焦点，韦德布什表示，最近的检查显 示，在该公司定于 8 月 27 日发布的盈利报告之前，需求与供应的比例为 10:1。 美东时间8月25日，英伟达宣布，专为物理AI设计的Jetson Thor开发者套件Jetson AGX Thor 和量产模组Jetson T5000正式发售，该机器人计算平台相比前代大幅提升，AI算力为前代的7.5 倍，能效为前代的3.5倍。开发者套件起售价3499美元，购买1000片以上量产模组的单价为 2999美元。英伟达称，超过200万开发者正在使用英伟达的机器人技术栈，联影医疗、万集科 技、优必选、银河通用、宇树科技、众擎机器人和智元机器人等公司已经率先使用Jetson Thor。 2. 手机厂商 ...

马斯克正式起诉OpenAI和苹果公司，指控其合谋阻挠人工智能竞争 马斯克旗下人工智能公司xAI当地时间8月25日在美国得克萨斯州联邦法院起诉OpenAI和苹果公司，指控他们非法合谋阻挠人工智能竞争。本月 11日，马斯克在社交平台上发文，指控苹果公司"公然违反反垄断法"，称其通过应用商店排名偏袒OpenAI，使其他人工智能企业难以跻身前 列。马斯克警告称旗下公司xAI将立即对苹果采取法律行动，并在另一篇帖文中质问苹果为何"拒绝将X或Grok列入'必备应用'推荐区"。 电商成为小红书一级入口 咱们评论区聊聊~ 手机厂商纷纷押注新赛道，竞逐人机交互下半场 继苹果推出MR（混合现实）头显后，vivo也进军MR领域，荣耀也正加紧研发中，小米前不久则推出首款AI眼镜，华为、OPPO也都已涉足AR 眼镜、AI眼镜。不过，苹果首款头显曾经销量遇冷，目前已停产，小米AI眼镜也曾遭遇一波退货潮。多位专业人士对证券时报记者表示，手机 行业纷纷押注新赛道背后，是在原手机业务基础上的顺势而为，旨在提前布局人机交互下半场机遇，同时也折射出行业整体增长焦虑。 Meta计划推出带显示屏的新型智能眼镜 美股周一早盘，Meta Platform ...

中国ETF规模达5.07万亿再创历史新高 中国ETF规模正式进入5万亿时代。最新数据显示，国内ETF规模达到5.07万亿元，仅用4个月就完成了4 万亿到5万亿的跨越，当前ETF基金数量为1271只。全市场101只ETF规模超百亿，6只超千亿。具体来 看，华泰柏瑞沪深300ETF最新规模4128.8亿元，全市场规模最大；行业ETF中，国泰证券ETF以445.57 亿元排名第一；主题ETF规模第一的是嘉实科创芯片ETF，规模为351.03亿元；策略ETF规模最大的来 自华泰柏瑞，旗下红利低波ETF最新规模211.39亿元；债券ETF规模最新大的是博时可转债ETF，最新 规模达613.2亿元，是首只突破600亿的债券ETF；此外，华安黄金ETF和富国港股通互联网ETF分别以 571.59亿元、753.55亿元，在商品ETF和跨境ETF中排名第一。（智通财经） 权益类ETF规模年内增长超24% 国内权益类ETF市场迎来里程碑时刻。数据显示，截至8月25日，全市场1188只权益类ETF（含股票ETF 和跨境ETF，不含联接基金）总规模达41170.94亿元，创下历史新高，较年初增长7982.72亿元，增幅 24.05% ...

人民财讯8月26日电，继苹果推出MR(混合现实)头显后，vivo也进军MR领域，荣耀也正加紧研发中， 小米前不久则推出首款AI眼镜，华为、OPPO也都已涉足AR眼镜、AI眼镜。 不过，苹果首款头显曾经销量遇冷，目前已停产，小米AI眼镜也曾遭遇一波退货潮。多位专业人士对 证券时报记者表示，手机行业纷纷押注新赛道背后，是在原手机业务基础上的顺势而为，旨在提前布局 人机交互下半场机遇，同时也折射出行业整体增长焦虑。 ...

Core Insights - The mixed reality (MR) market is still in its early stages, with various smartphone manufacturers like vivo, Honor, Xiaomi, Huawei, and OPPO entering the space, reflecting a broader industry anxiety about growth opportunities beyond traditional smartphone sales [1][2][4] - Vivo has launched its first MR headset, the vivo Vision Exploration Edition, which is currently the lightest MR headset on the market at 398g, but it has not yet disclosed pricing [2][3] - Apple's Vision Pro headset, launched in 2024, initially saw high demand but faced challenges due to high pricing and a lack of ecosystem, leading to disappointing sales figures of less than 500,000 units by the end of 2024 [2][3] Market Trends - The retail volume of China's consumer-grade XR devices, including VR, MR, and AR, reached 307,000 units in the first half of 2025, marking a 17.6% year-on-year increase, while the VR/MR segment saw a decline of 25.6% [3] - Analysts attribute the decline in VR device sales to a "content drought," with most products focusing on entertainment without compelling applications for broader audiences [3] - The global VR/MR shipment is expected to reach 5.6 million units by 2025, potentially growing to 14.4 million units by 2030 [4] Industry Dynamics - Smartphone manufacturers are leveraging their supply chain advantages and experience in hardware-software integration to enter the MR market, which is seen as a way to expand business boundaries amid a saturated smartphone market [4][5] - The demand for immersive and interactive experiences is increasing, with MR applications expected to grow in sectors like education, healthcare, entertainment, and industry [5] - The shift towards MR is viewed as a response to "second curve" anxiety, as hardware sales plateau, prompting companies to explore new growth avenues [5][6] Technological Challenges - Experts highlight several bottlenecks in the MR and robotics integration, including the need for high-performance sensors, real-time data processing, low-latency communication, and mature AI algorithms [6][7] - MR technology is seen as a crucial interface for robotic control, providing enhanced environmental perception and interaction capabilities [6][7] - Companies venturing into robotics from the MR space must overcome challenges related to supply chain reliability, real-world data collection, and system integration [7]

Core Points - The 2025 World Humanoid Robot Games showcased the integration of technology and art through performances by humanoid robots, highlighting their capabilities in dance and martial arts [2][4][22] - The event emphasized the challenges faced by participating teams, including adjustments to robots due to different performance environments and the need for real-time problem-solving [5][6][9][10] Group 1: Event Overview - The event featured 26 robot champions and concluded successfully with a performance set to the theme song "Light Years" [2] - The performances included group dances and martial arts, attracting significant attention and showcasing the artistic potential of robots [4][22] Group 2: Technical Challenges - Robots faced difficulties adapting to the soft flooring of the performance venue, requiring adjustments to their balance algorithms [5][6] - Transportation issues led to minor damages in some robots, necessitating on-site repairs and quick adaptations by engineering teams [9][10] Group 3: Performance Preparation - The preparation involved extensive training and motion capture to ensure robots could perform complex dance movements accurately [16] - The collaboration between human dancers and robots aimed to create a seamless integration of movements, enhancing the overall performance quality [15][16] Group 4: Scoring and Judging - A specialized scoring system was developed for robot performances, incorporating additional criteria for the complexity of movements [17][18] - Judges focused on artistic expression, movement clarity, and overall impact, with specific attention to the coordination among robots during group performances [20][21] Group 5: Future Implications - The event highlighted the potential for humanoid robots to enhance human-robot interaction, particularly in social and artistic contexts [24][25] - The successful integration of dance and technology in this event may pave the way for future advancements in robotics and their applications in everyday life [26]

Core Viewpoint - The article highlights the significant growth potential of smart glasses as the next generation of consumer electronics, emphasizing the integration of AI with everyday life and the importance of understanding young consumers' needs [1][2][3]. Company Performance - In the first half of 2025, the company achieved a revenue of 1.388 billion yuan, representing a year-on-year growth of 13.19%, and a net profit of 14.3353 million yuan, reflecting a 69.31% increase [2]. - The company plans to double the number of its esports hotels, responding to the demand from young consumers for spaces to socialize and play games [2]. Market Expansion - The company aims to increase its overseas market sales to 60% within the next three to five years, with 40% of total sales already coming from international markets in 2024 [2]. - The company is entering the North American market, expecting to achieve annual sales growth of 100% in the coming years [2]. Industry Trends - The smart glasses industry is described as being in its early stages, with intense competition expected to reduce the number of brands significantly [3]. - The global smart glasses market is projected to reach a shipment volume of 14.518 million units by 2025, with AI glasses expected to see a 225.6% year-on-year growth [3][4]. Product Development - The company is focusing on creating a benchmark product that is lightweight and equipped with advanced AI capabilities for seamless daily interactions [4]. - The company has established a joint venture for the research and development of smart glasses, aiming to enhance optical performance and user comfort [5]. Future Outlook - The company is committed to maintaining high levels of R&D investment in smart glasses, recognizing the long-term nature of product development in this sector [5].

Core Viewpoint - The article discusses the career paths of Jensen Huang's children, Madison and Spencer, who have both risen to executive positions at NVIDIA, highlighting their unconventional journeys and the importance of their roles in the company's future directions in simulation and robotics [2][27]. Group 1: Madison Huang - Madison Huang, aged 34, is currently the Senior Director of the Omniverse software department at NVIDIA, with an annual income of $1.1 million for the fiscal year 2025 [4][15]. - She joined NVIDIA in 2020 as a marketing intern and has since held various positions, including Campaign Marketing Manager and Senior Product Marketing Manager, before becoming Senior Director in March 2025 [5][6]. - Madison's educational background includes a Bachelor's degree in Culinary Arts Management and an MBA from London Business School, showcasing a diverse skill set before her tenure at NVIDIA [7][12]. Group 2: Spencer Huang - Spencer Huang, aged 35, serves as the Robotics Product Line Manager at NVIDIA, focusing on AI models and simulation software for robotics, with a reported annual salary of $530,000 [15][17]. - He joined NVIDIA in 2022, initially as a product manager for the Isaac Sim Cloud team, and has a technical background that includes additional courses in human-computer interaction and an MBA from New York University [17][22]. - Prior to his role at NVIDIA, Spencer was a bar owner for eight years, where he established a successful cocktail bar that received international recognition [23][27].

Core Viewpoint - The article discusses the emerging competition in the next-generation wearable device market, particularly focusing on AI glasses, which are expected to redefine human-computer interaction and become a new super terminal for users [2][10]. Group 1: Market Trends and Growth - The Chinese smart glasses market is projected to reach a shipment volume of 2.907 million units in 2023, representing a year-on-year growth of 121.1%, with AI glasses penetration expected to exceed 60% [7]. - The year 2025 is anticipated to be a pivotal year for smart glasses entering the mass market, with a focus on software and hardware integration and industry collaboration [14]. Group 2: Technological Innovations - The first-generation Snapdragon AR1+ platform, which is 20% smaller than its predecessor, enables smart glasses to run a 1 billion parameter language model independently, without relying on cloud or smartphone connectivity [10]. - AI glasses are being designed to provide various functionalities such as navigation, translation, and teleprompter capabilities, enhancing user experience through lightweight and comfortable designs [5][6]. Group 3: Industry Perspectives - Industry experts believe that AI glasses will serve as a key entry point for multi-modal AI, allowing for a seamless integration of AI technologies into consumer experiences [12]. - Companies like Xiaomi are focusing on creating aesthetically pleasing and functional smart glasses, aiming to leverage China's large optical eyewear consumer base to drive industry growth [11][14]. Group 4: Future Outlook - The integration of AI and XR technologies in smart glasses is expected to accelerate the arrival of the metaverse application era, marking a shift from smartphone-based mobile computing to XR glasses as the core computing platform [11][12]. - The development of a robust ecosystem around smart glasses, encompassing various applications and content, is seen as essential for the industry's future success [9][14].

活动聚焦"机器人量产元年"这一关键节点，头部机器人企业创始人、产业领军人物与投资机构决策者齐 聚，围绕核心技术突破、应用场景拓展、融资环境演进等热点话题，深入探讨机器人产业发展趋势与资 本赋能路径。 首程资本合伙人、参加CANPLUS创办人李青阳主持本次活动。她提到，近年来，首程控股伴随着机器 人产业格局的壮大，迅速成为一名"生态级"参与者。作为百亿北京机器人产业发展投资基金管理人，首 程控股已完成了近20家高成长企业布局并构建了完整的投后赋能生态。通过打造首程资本DemoDay平 台，一年间举办了近10场对接会，汇聚80余优秀项目，服务超1500人次机构。 她表示，首程控股希望成为机器人企业从0到1、从1到N的全程合伙人，围绕被投企业的成长需求，提 供全方位的赋能服务。希望以此次论坛为契机，构建一个资源自由流动且能够充分交互的机器人产业生 态圈。 2025世界机器人大会（WRC）召开之际，8月10日，"机器人创投主题交流会"在北京亦创国际会展中心 主会场同期举行。活动由首程控股（00697.HK）主办，旗下首程资本与产业社群平台CANPLUS联合承 办。 首程控股重点关注机器人领域前沿技术方向，于2024年 ...