2025. ✦✦✦ 精彩回顾 2025年11月27日，由全球高科技产业研究机构TrendForce集邦咨询以及旗下全球半导体观察主 办的"MTS2026存储产业趋势研讨会"与2026十大科技市场趋势预测发布暨TechFuture Awards颁 奖典礼在深圳圆满落幕。 研讨会现场 本次会议汇聚了全球半导体存储与终端应用产业重量级嘉宾、集邦咨询核心分析师团队，以及来 自产业链上下游企业的逾千名业界精英。现场气氛热烈，座无虚席，尽显行业对未来趋势的渴求 与关注。峰会当天，线上直播平台更是吸引了超万名业内人士实时关注，共同见证这场年度盛 宴。 会议伊始，集邦咨询顾问(深圳)有限公司董事长董昀昶致辞，他首先对与会嘉宾的出席表达了欢 迎，针对AI浪潮给存储行业带来的影响，董昀昶先生指出虽然AI使存储市场价格波动剧烈但AI 并非泡沫，需求真实存在，且已改变高科技制造供应链供给顺序。同时，他表示希望当天的演讲 能为嘉宾答疑解惑。最后他指出集邦咨询成立25年来以专业中立促进行业沟通合作为目标，感谢 大家信任并希望未来25年能继续收获业界伙伴的支持。 △TrendForce集邦咨询董事长董昀昶 随后，集邦咨询分析师与行业大咖相 ...

以下文章来源于硬评测 ，作者热爱科技产品的 硬评测 . 体验最好用好玩的AI、科技产品 点击 上方 蓝字 关注我们 让你在现实世界中行走时，能够以一种更抬头、更从容的姿态，去接收和处理信息。 作者 | Kozmon 编辑 | Yumz 周五晚上，我在便利店排队。 左手拎着烫手的咖啡，右手抱着两袋零食，我完全腾不出手去掏手机。轮到我结账时，我没有像往常一样手忙脚乱地找口袋， 只是抬头看了一眼收银台的二维码。 眼镜捕捉到图像，耳边传来骨传导的微震提示，我轻声说了一句："确认支付。" 收银台"滴"的一声，支付完成。 硬评测 半小时后，我在街头闲逛，一边走路一边用眼镜的第一视角录制夜景素材。突然，电量见底的提示音响起。 我没有停下脚步，而是顺手从口袋里摸出一根备用镜腿，把右侧电池腿"啪"地一声拔下，换上新的，设备满血复活。 这些听起来像科幻电影里的桥段，已经被阿里旗下的夸克塞进了刚刚发售的 夸克AI眼镜S1 里。 而如果把它放在阿里的AI布局中来看，这副看上去极度克制的眼镜，很可能是阿里在"后智能手机时代"交出的第一份硬件答卷。 在这篇文章中，我们将试图回答以下三个问题： 01 7.5毫米超窄镜腿，约50克的重量，1 ...

至于产品定义层面，谷歌的AI眼镜大概率会有波导片的光学方案，并且会搭配摄像头。 文｜邱晓芬 编辑｜苏建勋 《智能涌现》获悉，谷歌已于去年年底立项两个AI眼镜项目，目前两项目已经进入POC（小批量试产）阶段，正在密集推进选型、ID设计。 知情人士表示，谷歌的AI眼镜的硬件代工方是富士康，参考设计由三星提供，芯片由高通提供。谷歌近期还在与歌尔在内的中国供应商接触中 另外，谷歌AI眼镜发布时间最早或为2026年Q4。 值得注意的是，尽管谷歌已经在今年5月份的I/O大会上发布了与中国AR眼镜品牌Xreal合作、面向开发者的AR眼镜Project Aura，前述人士表示，两个新的 AI眼镜项目与Project Aura并不相关，是平行项目。 《智能涌现》了解到，谷歌的AI眼镜项目负责人之一，是Google Labs的平台工程负责人Michael Klug——其曾经是明星创业公司Magic Leap的核心成员， 在光场显示等领域有多项专利。 （作者注：AR领域曾经的独角兽公司，估值高达60亿美金，代表作之一是"体育馆里跃出的鲸鱼"） 谷歌是智能眼镜行业的先驱。2012年，谷歌创始人谢尔盖·布林用一场惊艳的跳伞直播演示，为 ...

人民财讯11月26日电，希荻微11月26日在互动平台称，公司高性能电源管理芯片产品已通过ODM厂商 进入Meta的供应链，应用于其智能眼镜产品，相关订单仍在持续出货中。截至目前，公司产品已广泛 应用于Meta、雷鸟、亿境等多家国内外品牌客户的AI/AR眼镜产品。 ...

Group 1 - The global data center GPU shipments saw a significant quarter-on-quarter increase of 145% in Q3, while PC GPU shipments experienced a modest growth of 2.5% quarter-on-quarter and 4% year-on-year [2] - LG Chem announced the development of core technology for commercializing all-solid-state batteries, which improves battery capacity by approximately 15% and high-rate discharge capacity by about 50% compared to existing electrolyte batteries [2] - A new low-altitude super factory for ZG-ONE aircraft was launched in Shenzhen, marking the entry of the first generation of smart electric vertical take-off and landing aircraft into the market, alongside the establishment of an innovation center for low-altitude economy [2] - Samsung has received a patent for an "augmented reality wearable device," which includes an innovative hinge design aimed at enhancing the overall comfort of future AR glasses [2]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese ACG (Animation, Comic, Game) industry has surpassed 100 billion RMB in market size as of 2024, showing strong and steady growth, particularly among the younger generation, especially Gen Z and post-2000s consumers [25][26] - The industry is expected to continue growing at an annual rate of over 15% in the next five years, indicating significant market potential both domestically and internationally [26] - The core elements of the ACG culture include visual arts, character design and storytelling, fan culture and community interaction, as well as derivative products and business models [11][12] Industry Overview - The ACG culture originated in Japan and has evolved into a unique cultural phenomenon encompassing various forms such as anime, manga, games, and virtual idols [4][6] - The rapid development of internet technology has facilitated the dissemination and innovation of ACG culture, leading to the formation of active fan communities [7][11] - The ACG culture has become an essential part of contemporary youth life, influencing their values, aesthetics, and social interactions [6][12] Market Demand Analysis - The primary user demographic consists of young individuals aged 15 to 30, with a higher proportion of male users, although female participation is rapidly increasing [31][32] - Over 40% of core ACG users are willing to pay for legitimate content, reflecting a growing recognition of quality and copyright [36][37] - The demand for diverse content is expected to grow, with emerging forms such as light novels, digital music, and interactive stories gaining traction [44][45] Competitive Landscape - Major players in the industry include Bilibili, Tencent Animation, and NetEase Comics, which dominate content creation, platform operation, and derivative product development [51][53] - New and emerging companies are driving innovation and diversity in content, often focusing on niche markets and utilizing new technologies [54][56] - The market is characterized by a concentration of power among leading companies, which hold over 60% of the market share, while smaller firms contribute to the industry's dynamism and innovation [55][56] Policy Environment - The Chinese government has implemented various policies to support the cultural industry, emphasizing the integration of culture and technology, as well as the protection of intellectual property rights [63][64] - These policies aim to create a favorable environment for the development of the ACG industry, promoting innovation and international cultural exchange [64]

Core Viewpoint - General Shares (通用股份) has launched the "Huiyan AI Model" in collaboration with Tsinghua University's Vehicle and Transportation Institute and Yinchuan Beili Technology Co., marking a significant advancement in smart manufacturing and quality control in the tire industry [1][2] Group 1: Strategic Collaboration - The partnership aims to leverage cutting-edge academic theories and advanced optical-electrical structures to integrate AI and augmented reality (AR) technologies for comprehensive data sharing and interaction in tire quality control [1] - The initiative is part of General Shares' ongoing efforts to promote internationalization, intelligence, and green upgrades in the industry, with a focus on 5G, big data, and AI as core competitive advantages [1] Group 2: Product Launch - The event introduced the industry's first "Lingzhi AI Tire Appearance Inspection Terminal," which utilizes a large-sample self-iterative algorithm, allowing for immediate usability and enhanced compatibility across various tire types without additional sample training [1] - This terminal achieves industry-leading levels in detection efficiency and accuracy, establishing a real-time quality linkage mechanism that identifies defects while initiating intelligent traceability to enhance product quality [1] Group 3: Future Plans - General Shares plans to accelerate the transformation of cutting-edge scientific research results through the AI Innovation Application Laboratory by collaborating with more pioneering partners, driving technological progress and quality leaps in the Chinese tire industry [2]

利亚德（300296.SZ）11月13日在投资者互动平台表示，目前To C系列产品销售均在拓展阶段，AI吧唧 主要在京东平台销售，AR眼镜通过利亚德服务平台销售。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：AR眼镜、吧唧AI玩具、手办都出来了，销售渠道是个 问题，如何推出去，再好的产品不能起量，没办法变现，公司有哪些销售举措？ ...

Core Viewpoint - The fourth Golden Rooster XR Film Festival is being held in Xiamen, showcasing the integration of cutting-edge technologies such as virtual reality, augmented reality, and mixed reality in film [1] Group 1: Event Overview - The festival is co-organized by the "Popular Film" magazine and the Xiamen Film Festival Company [1] - A total of 12 works with diverse themes and styles have been nominated, including "Meeting Dongpo" and "Falling into the Abyss: Seeking Caves" [1] Group 2: Technological Integration - The festival aims to explore the future forms of visual art and promote the deep integration of technology and film [1]

Core Viewpoint - Jingfang Technology's stock has experienced a decline, with a current price of 28.16 yuan per share and a market capitalization of 18.365 billion yuan, reflecting a challenging trading environment [1] Financial Performance - For the period from January to September 2025, Jingfang Technology reported a revenue of 1.066 billion yuan, representing a year-on-year growth of 28.48%, and a net profit attributable to shareholders of 274 million yuan, which is a 48.40% increase compared to the previous year [2] - The company has distributed a total of 496 million yuan in dividends since its A-share listing, with 130 million yuan distributed over the last three years [2] Shareholder Structure - As of September 30, 2025, the number of shareholders for Jingfang Technology increased by 7.82% to 147,700, while the average number of circulating shares per person decreased by 7.26% to 4,416 shares [2] - The top ten circulating shareholders include notable entities such as Dongwu Mobile Internet Mixed A and Hong Kong Central Clearing Limited, with changes in their holdings indicating shifts in institutional interest [3]