6月26日，小米AI眼镜正式揭开神秘面纱，以其融合拍照、录像、AI语音等功能的智能化体验引 发市场热议。 近日，投资者对AI眼镜产业链布局的关注度持续升温，纷纷在互动易平台上向相关公司提问，试 图探寻其在相关领域的布局情况。从目前回复来看，不少产业公司早已深耕其中，通过持续布 局、技术创新与业务拓展等，在这一新兴领域崭露头角。 "米链"公司各展身手 "这款眼镜的标准版价格为1999元！"6月26日晚间，小米董事长雷军正式公布了这款备受市场 期待的AI眼镜的售价。 小米AI眼镜超高性价比切入市场，其背后是芯片、光学、声学等产业链环 节的深度协同。 图片来源：小米发布会直播截图 近期，敏锐的投资者纷纷关注"米链"公司，部分企业"慷慨"透露与小米智能眼镜的合作细节。例 如，商络电子表示为小米智能眼镜间接供应被动器件和射频器件等产品。中科创达作为小米公司 客户，则与其在软件开发领域具有广泛合作。 与此同时，还有多家"米链"公司近期陆续披露了AI眼镜业务的最新进展。 "面向AI眼镜、AI手机等领域的高价值产品从第二季度开始批量交付，公司的营业收入和毛利率 有望回升。"佰维存储表示。2024年，公司面向AI眼镜产品收入约 ...

纽约股市三大股指6月25日涨跌不一。截至当天收盘，道琼斯工业平均指数比前一交易日下跌106.59 点，收于42982.43点，跌幅为0.25%；标准普尔500种股票指数下跌0.02点，收于6092.16点，跌幅接近于 零；纳斯达克综合指数上涨61.02点，收于19973.55点，涨幅为0.31%。 昨日A股 6月25日，市场全天震荡拉升，沪指创年内新高。截至收盘，沪指涨1.03%，深成指涨1.72%，创业板指 涨3.11%。沪深两市全天成交额1.6万亿元，较上个交易日放量1882亿元。盘面上，市场热点集中在金 融、军工等方向，个股涨多跌少，全市场超3900只个股上涨。 板块方面，军工、证券、互联网金融、保险等板块涨幅居前，油气、农药、影视、港口等板块跌幅居 前。 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3455.97 | +35.4(1.03%) | | 深证指数 | 10393.72 | +176.09(1.72%) | | 创业板指 | 2128.39 | +64.26(3.11%) | | | 日期:6月25日 制图:21投资通 | | 隔夜外 ...

小米发布首款AI眼镜，对标Meta Ray-Ban，采用双芯架构，支持AI语音交互、实时环境识别与拍摄功 能，搭载电致变色技术。 小米在智能眼镜领域并非新兵。2022年，小米曾推出米家眼镜相机，该产品发布5分钟众筹金额就突破 100万元。 2024年底，有市场消息称，小米正计划推出新一代AI眼镜，并与歌尔股份（002241）达成合作，产品 预计于今年第二季度发布。当时雷军对这款产品的出货量预期"在三十万台往上"。据悉，小米AI眼镜 将"全面对标MetaRay-ban"，搭载AI功能、音频耳机模块、摄像头模块，并以小米自有品牌形式发布。 21世纪经济报道记者雷晨 北京报道 6月25日，小米通过官方微博正式宣布，将于6月26日晚7点发布其首 款AI眼镜产品。 随后，雷军在微博上发文表示，小米AI眼镜是"面向下个时代的个人智能设备"，是一个随身的AI入口， 戴上眼镜后，看到什么都可以直接问小爱同学，小爱同学会实时响应，告诉你答案。 视频拍摄方面，小米AI眼镜支持第一人称视角拍摄，健身、骑行、攀岩、做饭、带娃等场景都可以同 步拍摄、同步记录。只要用户说"小爱同学，开始录像"，AI眼镜就会开始进行拍摄。 行业数据显示， ...

Group 1 - Xiaomi announced the launch of its AI glasses, aimed at the next generation of personal smart devices, set for release on June 26 [1] - Rokid Glasses, the world's first mass-produced consumer-grade AI+AR glasses, achieved 250,000 global pre-orders and marked a breakthrough in domestic production across the entire supply chain [1] - The AI glasses are expected to quickly reach a level of widespread adoption due to their lightweight design, affordable pricing, and the maturity of required technologies [1] Group 2 - The demand for AI glasses is driven by their integration with high-penetration products like all-in-one devices and Bluetooth headsets, catering to frequent work and entertainment scenarios [1] - Existing dense networks of optical shops provide a solid offline channel foundation, enabling low-cost offline experiences and marketing [1] - AI glasses are anticipated to become a new generation of computing terminals with significant growth potential [1] Group 3 - The AI glasses market is in a rapid growth phase, with multiple manufacturers entering the space, leading to a rich product matrix and diverse price ranges [1] - The progress of model integration and AI function upgrades is expected to accelerate the multi-modal demand for AI glasses, evolving them into versatile AI assistants for various scenarios [1] - Companies like GoerTek and Rockchip are establishing technological barriers in the AI glasses sector, with GoerTek focusing on a full-chain technology approach and Rockchip leveraging AI computing chips [1]

AI Glasses - The AI glasses concept continues to gain traction, with companies like Zhili Fang and Haoshanghao hitting the daily limit up, while Xiechuang Data, Zhongke Lanyun, and Ruixinwei saw daily increases of 5.30%, 5.93%, and 4.97% respectively [1] - Xiaomi announced the launch of its AI glasses on June 26, which follows the mass production of the world's first consumer-grade AI+AR glasses, Rokid Glasses, that received 250,000 global pre-orders [1] - The market is expected to see rapid adoption of AI glasses due to their lightweight design, affordable pricing, and the maturity of required technologies [2] Stablecoins - Stablecoin-related stocks in both AH markets showed strong performance, with OSL Group rising over 16.07% in the H-share market and several A-share companies like Hengsheng Electronics and Xinguodu seeing increases of 7.34% and 14.42% respectively [3] - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its license to provide virtual asset trading services, allowing direct trading of cryptocurrencies and stablecoins [3] - The introduction of stablecoins is seen as a bridge between traditional finance and the crypto asset system, enhancing transaction stability and cross-border payment capabilities [4] Brain-Computer Interfaces - A new national standard for non-invasive medical devices using brain-computer interface technology is being proposed, focusing on performance indicators and testing methods [5] - The technology is expected to revolutionize human-machine interaction, initially focusing on medical rehabilitation and later expanding into education, entertainment, and military applications [5] Drones - Following the implementation of stricter export controls in 2024, prices for drone components exported from China to the U.S. have reportedly tripled in some cases [6] - China's drone industry is recognized for its mature supply chain and competitive advantages, with expectations to transition from a "component supplier" to a "technology standard setter" within 3-5 years [6] Solid-State Batteries - Vivo launched the X Fold5 smartphone featuring the industry's first fourth-generation silicon anode technology, achieving an energy density of 866Wh/L, a 13% increase compared to the previous generation [7] - The new battery technology is expected to penetrate various markets, including consumer electronics and high-end vehicles, as it matures and costs decrease [7]

2025 年 06 月 26 日 开源晨会 0626 ——晨会纪要 数据来源：聚源 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 非银金融 | 4.458 | | 国防军工 | 3.364 | | 计算机 | 2.985 | | 电力设备 | 1.656 | | 商贸零售 | 1.567 | | 数据来源：聚源 | | 昨日涨跌幅后五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 煤炭 | -0.999 | | 石油石化 | -0.572 | | 交通运输 | -0.207 | | 美容护理 | 0.177 | | 食品饮料 | 0.254 | | 数据来源：聚源 | | 吴梦迪（分析师） wumengdi@kysec.cn 证书编号：S0790521070001 观点精粹 总量视角 【金融工程】深度学习赋能技术分析——开源量化评论（109）-20250625 沪深300 及创业板指数近1年走势 -16% 0% 16% 32% 48% 64% 2024-06 2024-10 2025-02 沪深300 创业板指 我们深度论证了在使用深度学习挖 ...

Core Viewpoint - Xiaomi is set to launch its AI glasses on June 26, 2023, as part of a broader ecosystem event, aiming to capture market share in the smart eyewear sector [1][3]. Product Launch and Expectations - The event is themed "Xiaomi Human, Vehicle, Home Ecosystem Launch" and is expected to showcase the new generation of AI glasses, with a projected shipment of over 300,000 units [3]. - The AI glasses are designed to compete directly with Meta's Ray-Ban, featuring AI capabilities, audio modules, and camera modules, and will be released under Xiaomi's own brand [4]. Market Context and Competition - The global smart eyewear market is projected to reach 14.518 million units by 2025, reflecting a year-on-year growth of 42.5%, with audio and audio-capturing glasses expected to see a significant increase in shipments [5]. - In China, various brands are actively entering the AI eyewear market, with products ranging from basic audio glasses to advanced models with AR capabilities, leading to a competitive landscape [7]. Pricing Strategy - Xiaomi's AI glasses are rumored to be priced between 999 and 1299 yuan, which could provide a competitive edge in the market [8]. - The price range for AI glasses varies significantly, with basic models starting around 1199 yuan and advanced models priced much higher, indicating a diverse market segment [7]. Technical Challenges - Despite the anticipated launch, Xiaomi faces challenges in overcoming common issues in AI glasses, such as short battery life, SLAM accuracy, gesture recognition errors, and device compatibility [9].

近期评等 阿 C o m p a n y U p d a t e C h i n a R e s e a r c h D e p t . 朱吉翔 C0050@capital.com.tw 目标价(元) 28.0 公司基本资讯 | 产业别 | 电子 | | --- | --- | | A 股价(2025/6/24) | 23.39 | | 深证成指(2025/6/24) | 10217.63 | | 股价 12 个月高/低 | 30.41/16.99 | | 总发行股数(百万) | 3491.50 | | A 股数(百万) | 3084.32 | | A 市值(亿元) | 721.42 | | 主要股东 | 歌尔集团有限 | | | 公司(15.90%) | | 每股净值(元) | 9.50 | | 股价/账面净值 | 2.46 | | | 一个月 三个月 一年 | | 股价涨跌(%) | 10.9 -11.7 28.0 | | 出刊日期 | 前日收盘 | 评等 | | --- | --- | --- | | 产品组合 | | | | 电声器件 | | 58.4% | | 电子配件 | | 41.6% | | ...

| 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 国盛金控 | 2天2板 | 10.03% | 09:32 | 券商 | | 002670 | | | | | | 引不崩裂 | 2天2板 | 9.98% | 09:33 | 期货 | | 001236 | | | | | | 湘财股份 | 2天2板 | 10.01% | 10:57 | 券商 | | 600095 | | | | | | 爱建集团 | 首板 | 10.00% | 09:33 | 多元金融 | | 600643 | | | | | 6月25日涨停分析 今日共68股涨停，连板股总数21只，16股封板未遂，封板率为81%（不含ST股、退市股）。焦点股方面，固态电池概念股延续强势，诺德股份晋级7连板， 兴业股份、湘潭电化双双晋级5连板，军工股长城军工反包涨停走出6天5板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 长城军工 | 6天5板 | 10.00% | 10:34 | ...

6月25日，小米官方微博宣布，全新小米AI眼镜将于6月26日晚7点小米人车家全生态发布会上正式登 场，官方海报称这是一款"面向下一代的个人智能设备"。 小米加入AI眼镜队伍 从小米最新发布的视频来看，这款AI眼镜最大的卖点之一即为拍摄功能，用户可呼唤小爱同学，开启 第一人称视角拍摄录像。 消费级AR眼镜研发、设计和制造公司XREAL表示，由于需求旺盛，该公司的新品XREAL One在2024年 12月发售后，日本、美国等国家的经销商渠道出现了近两个月的断货情况。据了解，去年XREAL的AR 眼镜全球销售额约6亿元人民币，海外业务占比接近70%，海外业务销售额同比增长30%。 各大厂商智能眼镜也频频"上新"。Meta与法国EssilorLuxottica旗下的全球知名运动品牌Oakley于6月20日 正式宣布联合推出全新系列AR眼镜（不带显示）Oakley Meta HSTN。据Meta官网，该款产品将于7月11 日开放限量预购，标准版起售价为399美元，限量纪念版为499美元。后续，Meta或于2025年下半年推 出单目显示的AR眼镜。 Rokid Glasses也即将发售。6月24日，Rokid（灵伴科技） ...