与此同时，Meta 和其他公司在非 AR 智能眼镜方面取得了成功，这些眼镜可以拍照、播放音频、 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自彭博社 ，谢谢。 据知情人士透露，苹果公司正在开发的智能眼镜芯片已取得进展。此举表明，苹果正在加紧研发这 款设备，该设备将与Meta Platforms Inc.推出的热门雷朋眼镜展开竞争。 近年来，硅片团队已成为苹果产品开发引擎的关键一环，尤其是在 2020 年苹果 开始用自主研发 的 Mac 芯片取代 英特尔处理器之后。知情人士表示，正在开发的其他半导体将用于未来的 Mac 以及为 Apple Intelligence 平台提供支持的 AI 服务器。由于计划保密，知情人士要求匿名。 总部位于加利福尼亚州库比蒂诺的苹果公司的一位代表拒绝发表评论。 这款眼镜处理器基于 Apple Watch 中使用的芯片，其功耗低于 iPhone、iPad 和 Mac 等产品中的 组件。该芯片经过定制，移除了一些部件，以进一步提高能效。此外，该处理器还将用于控制眼镜 中计划搭载的多个摄像头。 该公司计划在明年年底或2027年开始量产该处理器，这意味着如果成功，这款眼镜很可能 ...

5月6日，中国国际电子商务中心研究院发布《直播电商高质量发展报告（2024）》（简称报告）并召开 研讨会。 报告指出，直播电商是消费增量的主要来源，促进就业和消费效应明显。报告以快手平台为例测算，一 个直播间催生30多个新职业，带动上下游产业链大量就业；在稳定开展直播营销的企业中，七成以上的 新增客户来自直播电商，直播后产品创新迭代的速度提升一倍。 面向直播电商高质量发展路径，市场监管总局发展研究中心创新和互联网监管研究部主任李桐在研讨会 上指出，要重点关注人工智能、增强现实等新技术在直播电商中的应用，打造沉浸式购物场景，提升购 买转化率。其次，应该关注如何用直播电商的经验和做法拓展国际市场，利用先发优势推动中国品牌走 向世界。同时，利用直播电商为传统行业注入新活力，拓宽传统行业的销售渠道和场景；此外，利用直 播电商助推乡村振兴、提振消费，推动行业可持续健康发展。 值得关注的还有，4月17日，市场监管总局召开直播电商经营主体座谈会，提出将加快建立监管长效机 制，明确各方主体责任，促进直播行业规范健康发展。次日，市场监管总局召开发布会表示将加快出台 《直播电商监督管理办法》，并于近期将向社会公开征求意见。这意味 ...

Group 1 - The company Shanghai Aiwai Electronic Technology Co., Ltd. has confirmed that its SmartK DSP digital audio amplifier chip is used in the AR smart glasses showcased by CCTV, enhancing audio quality and dynamic response through its proprietary algorithm [2] - Aiwai Electronic is one of the first domestic chip design companies to enter the AI smart glasses sector, providing comprehensive and high-quality chip solutions to leading global smart glasses manufacturers [2] - The company offers a wide range of products including high-performance audio solutions, haptic feedback solutions, and power management ICs, catering to various smart glasses and edge devices [2] Group 2 - The company's Q1 2025 report indicates a strategic focus on high-performance mixed-signal, power management, and signal chain products, resulting in a 7.82 percentage point increase in gross margin compared to the previous year, with a gross margin of 35.06% [3] - Aiwai Electronic's 2024 annual report highlights a commitment to innovation-driven high-quality development, projecting a 15.88% year-on-year increase in revenue for 2024 [3] - The company is enhancing its manufacturing capabilities and has completed the structural topping of its automotive-grade testing center, laying a solid foundation for expanding into the industrial and automotive markets [3]

Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints - The pattern of strong reality and weak expectation continues. The MA2509 contract is recommended to be traded in the range of 2200 - 2280 in the short - term [2] 3. Summary by Relevant Catalogs 3.1. Futures Market - The closing price of the main methanol contract is 2219 yuan/ton, down 32 yuan; the 9 - 1 spread is - 69 yuan/ton, down 4 yuan; the main contract's open interest is 693078 lots, up 57587 lots; the net long position of the top 20 futures is - 86589 lots; the number of warehouse receipts is 7834, unchanged [2] 3.2. Spot Market - The price in Jiangsu Taicang is 2420 yuan/ton, down 10 yuan; in Inner Mongolia is 2130 yuan/ton, down 25 yuan; the East - Northwest spread is 290 yuan/ton, up 15 yuan; the basis of the Zhengzhou methanol main contract is 201 yuan/ton, up 22 yuan; CFR China Main Port is 268 dollars/ton, down 1 dollar; CFR Southeast Asia is 340 dollars/ton, unchanged; FOB Rotterdam is 265 euros/ton, up 1 euro; the China Main Port - Southeast Asia spread is - 72 dollars/ton, down 1 dollar [2] 3.3. Upstream Situation - The price of NYMEX natural gas is 3.57 dollars/million British thermal units, down 0.1 dollar [2] 3.4. Industry Situation - The inventory in East China ports is 39.24 tons, up 5.44 tons; in South China ports is 14.5 tons, up 1.98 tons; the import profit is - 15 yuan/ton, unchanged; the monthly import volume is 47.3 tons, down 8.88 tons; the inventory of inland enterprises is 249600 tons, down 53100 tons; the methanol enterprise operating rate is 89.97%, up 4.91% [2] 3.5. Downstream Situation - The formaldehyde operating rate is 49.78%, down 2.74%; the dimethyl ether operating rate is 9.36%, up 0.75%; the acetic acid operating rate is 82.82%, up 1.47%; the MTBE operating rate is 65.01%, down 2.18%; the olefin operating rate is 82.81%, down 1.09%; the methanol - to - olefin disk profit is - 462 yuan/ton, up 50 yuan [2] 3.6. Option Market - The 20 - day historical volatility of methanol is 28.06%, up 0.25%; the 40 - day historical volatility is 21.41%, up 0.16%; the implied volatility of at - the - money call options is 18.52%, up 0.01%; the implied volatility of at - the - money put options is 18.61%, up 0.11% [2] 3.7. Industry News - As of April 30, the inventory of Chinese methanol sample production enterprises was 30.98 tons, down 0.26 tons (0.82%); the pending orders of sample enterprises were 30.27 tons, up 2.83 tons (10.30%); the total inventory of Chinese methanol ports was 53.74 tons, up 7.42 tons; the capacity utilization rate of domestic methanol - to - olefin plants was 83.69%, up 0.88% [2] 3.8. Suggestion - Pay attention to the enterprise inventory and port inventory data from Longzhong on Wednesday [2]

AI 眼镜专家：产业链一线动态更新及趋势展望 20250503 摘要 • Meta 的 AR 眼镜销量显著增长，2025 年一季度销量同比增长三倍至 60 万台，预计全年销量可达 450 万至 500 万台，并计划年底推出三款新品， 但实现 1,000 万台销量目标仍存疑。Reality Labs 部门收入主要来自 AR、AI 及 VR 眼镜，但 Quest 系列 VR 眼镜销量不佳导致整体销售额下滑。 • Meta 计划推出雷朋第三代 AI 眼镜，减轻重量并改进续航，以及与 Oakley 联名推出运动型 AI 眼镜，Oakley 年发货量约为 1,000 万至 1,200 万台，联名有望提高单品牌渗透率。小米计划发布 AI 眼镜，不带显 示功能，重量约四五十克，硬件配置接近雷朋二代，售价在 1,799 至 1,899 元之间。 • RocketDNA 今年将发布与暴龙联名的智能眼镜，以及带双目绿色光波导 显示的产品，预计 618 之前发布，订货量已达 20 多万台。魅族第二代光 波导眼镜 Air Two 销量显著增长，得益于李强总理试戴 AR 眼镜引发的关 注，目前月销量已增至一万多甚至接近两万台。 • 李 ...

Core Viewpoint - The Chinese medical group industry is experiencing rapid development and strategic transformation, with a projected revenue of 40.5 billion yuan in 2024, reflecting a year-on-year growth of 27.52%, indicating strong market expansion momentum [1][13]. Industry Overview - Medical groups, also known as "medical practice organizations," consist of multiple doctors forming alliances or independent legal entities, sharing income and risks while providing medical services [2]. - The industry includes internal, external, and cross-system medical groups based on the attributes of the doctors involved [2]. Industry Development History - The industry has gone through three main phases: 1. **Incubation Period (1996-2013)**: The first medical group was established in 1996, but growth was slow due to policy constraints [4]. 2. **Rapid Development (2014-2018)**: The introduction of supportive policies led to a surge in medical groups, with over 1,000 established by 2018 [4]. 3. **Rational Adjustment (2019-Present)**: The industry faced challenges due to increased competition and capital constraints, leading to a focus on online and offline integration [5][6]. Industry Current Status - The industry is in a critical phase of rapid growth and strategic transformation, with significant capital inflow and innovative competition models emerging [1][13]. - Leading institutions like the Ludaopei Medical Group have completed substantial financing, reflecting high market recognition for medical resource integration platforms [1][13]. Industry Value Chain - The upstream of the medical group industry includes medical equipment, pharmaceuticals, medical technology, and human resources, while the downstream consists of patients who receive medical services [8]. Industry Development Trends 1. **Technological Drive and Digital Transformation**: The industry will accelerate the adoption of AI, big data, and telemedicine, creating a blended online and offline healthcare system [21]. 2. **Market Demand Upgrade**: There will be a growing demand for personalized medical services and health management, leading to diversified service models [22]. 3. **Policy Support for Standardization**: Government policies will encourage the development of medical groups, enhancing operational capabilities and brand building [23]. Key Group Profiles - **Zhang Qiang Medical Group**: Established in 2014, focusing on vascular surgery, it has become a pioneer in the industry with multiple specialized teams [15][17]. - **Harteim Heart Medical Group**: Founded in 2015, it specializes in cardiovascular diseases and has established a comprehensive service network across China [15][19]. - **Ludaopei Medical Group**: Focused on hematology, it has rapidly expanded its services nationwide and achieved significant financing [15][17].

一、行情 4月30日，AI眼镜板块大幅走强。深康佳A、中光学、瀛通通讯等涨停，博士眼镜、明月镜片一度涨逾10%。 | 股票名称 | 最新价 = | 涨跌幅 ◆ | 换手率 = | 流通市值令 | | --- | --- | --- | --- | --- | | 深康佳Ａ 000016.SZ | 5.45 | 首板 +10.10% | 3.79% | 87.0亿 | | 公司已研发出三色全彩Micro LED AR显示屏,并与厂商共同开发出AR眼镜 | | 09:30 涨停 | | | | 中光学 002189.SZ 拟减持 | | 首板 | | | | | 19.26 | +9.99% | 4.06% | 50.3亿 | | 公司生产的AR产品中核心部件光波导器件和VR产品中核心光学元件可以应用于MR产品中 | | 11:18 涨停 | | | | 瀛通通讯, 002861.SZ 拟减持 | | 首板 | | | | 公司参与中国电子音响行业协会组织的《智能音频眼镜技术规范》《高清无线音频技术规 | 14.53 | +9.99% | 30.87% | 21.8亿 | | 范及测试方法》团体标准起草,开发各类 ...

2025 年 04 月 30 日 锌：强现实弱预期，短期横盘 莫骁雄 投资咨询从业资格号：Z0019413 moxiaoxiong@gtht.com 【基本面跟踪】 | | 昨日值 | 较前日变动/涨跌幅 | | 昨日值 | 较前日变动/涨跌幅 | | --- | --- | --- | --- | --- | --- | | 沪锌主力收盘价 | 22550 | 0.13% | 伦锌 3M 电子盘收 | 2654 | 0.32% | | （元/吨） | | | 盘（美元/吨） | | | | 沪锌主力成交量 | 103421 | -46370 | 伦锌成交量（手） | 4307 | -1166 | | （手） | | | | | | | 沪锌主力持仓量 | 114582 | -3301 | 伦锌持仓量（手） | 206210 | -1121 | | （手） | | | | | | | 上海 0# 锌升贴水 | 165 | 0 | LME CASH-3M 升 | -35.72 | -0.99 | | （元/吨） | | | 贴水（美元/吨） | | | | 广东 0# 锌升贴水 | 455 | -25 | 进口 ...

央视网消息：神舟十九号三名航天员4月30日就将返回地球。回家的这一路是如何经历重重难关的？通过增强现实技术一起了解神舟 十九号返回的全过程。 首先，神舟十九号撤离空间站节点舱前向端口，先后在19米、200米停泊点停泊。此后，神舟十九号飞船逐渐远离空间站，并完成 180度的掉头，变成正飞的姿态，也就是从推进舱在前变成轨道舱在前。 这次神舟十九号返回依然采取"快速返回方案"，绕飞地球的圈数从早先的11圈缩短到了5圈，用时7个半小时。大幅缩短了航天员返 程的时间，也减轻了航天员在狭小的返回舱内长时间停留的不适感。 经过5圈的准备和等待后，最后的冲刺阶段就开始了。在大约50分钟时间里，返回舱将从大约390公里的高度回到地面。这一路，返 回舱要穿越重重难关，这期间有四组关键动作。 第一组，两次调姿、轨返分离。这组动作在大约390公里的高度完成。先是一次调姿，飞船水平方向旋转90度。 轨返分离之后，紧接着就是飞船二次调姿，继续在水平方向旋转90度，变成推进舱在前，返回舱在后，也就是倒着飞，而且推进舱 还会翘起来，有一个俯仰角，为制动减速，进入返回轨道做准备。 一次调姿到位，马上就是轨返分离，也就是轨道舱和返回舱之间分离。 ...

智能眼镜集成了先进的计算与显示技术，不仅能通过透明显示屏将信息投射至用户视野，还能借助摄像 头、传感器等组件感知外部环境，并通过语音指令、触控操作甚至眼球追踪实现人机交互。 美国《福布斯》杂志网站近日刊文指出，在人工智能（AI）、显示技术及微型化技术突破的加持下， 智能眼镜已从充满未来感的概念构想，蜕变为快速迭代的真实产品。它正以颠覆性的姿态重塑人机交互 模式，有望在个人计算机领域掀起新变革。 AI改变智能眼镜定位 智能眼镜目前获得的炫酷能力，离不开众多技术进步的助推。 推动智能眼镜发展的核心动力，当属增强现实（AR）显示技术的重大突破。如今，更清晰的画面、更 真实的色彩以及更宽广的视野，共同打造出前所未有的沉浸式体验。这些技术改进直接决定了用户的体 验感受，对产品普及至关重要。预计到2026年底，首批搭载先进光学方案的智能眼镜将与消费者见面。 AI的引入彻底改变了智能眼镜的定位。它不再是简单的科技产品，而是能真正提升日常生活品质的智 能助手。无论是即时翻译、物品识别，还是个性化提醒，AI让智能眼镜的实用性得到质的飞跃，为普 通用户和专业人士带来全新价值。正如AR领域先驱路易斯·罗森伯格所言，这项技术不仅能拓 ...