永远不充电 Apple Watch 作为一款可穿戴智能设备，最大的槽点就是需要频繁的充电。 能够养成习惯还好，但如果充电和你的作息打架，那它就会变成每天睡前一个很恼人的环节。 ▲ 图｜Apple Community 这个时候，如果有这么一款可穿戴产品：轻巧便携、防水防尘，而且永远不需要充电——你把它戴在手上，哪怕连续使用一整年都不用考虑续航。你会对 此感兴趣吗？ 听起来是不是有点像《赛博朋克 2077》里才有的黑科技？如果你是智能穿戴的老用户，听到这种「反常识」的设定，大概率会猜到一个名字：Pebble。 没错，那个曾经的智能手表鼻祖、极客心中的白月光，真的带着这么一款产品回来了。这个仿佛自带核能电池的可穿戴产品，就是 Pebble Index 01 戒指： ▲ 图｜Repebble 早在 Apple Watch 定义了所谓「智能手表」品类之前，Pebble 就已经是智能穿戴设备的第一批玩家了。 2012 年，苹果入场智能穿戴设备的两年前，Pebble 就凭借电子墨水屏、超长续航和开放的生态系统，在 Kickstarter 上创造了目标 10 万融资 1026 万美元 的「众筹神话」。 虽然 Pebble 后 ...

美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 12月11日，据市场消息，苹果第一代轻量化AppleGlass预计于2026年发布，大概率在苹果全球开发者大 会WWDC上面世、2027年启动量产与上市。 AppleGlasses定位是苹果生态的"轻量智能穿戴配件"，不具备独立计算能力，该产品没有AR显示屏，内 嵌多台摄像头用于拍摄照片和视频，预计能通过新版Siri提供大模型等智能支持。另外，苹果正在为其 开发一款定制芯片，该芯片的核心作用是控制多摄像头与处理基础AI任务，避免高功耗导致续航短 板。 ...

异动分析 AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 来源：新浪证券-红岸工作室 12月9日，星宸科技涨0.22%，成交额3.84亿元，换手率3.49%，总市值246.83亿元。 1、2025年9月17日互动易：公司已有适用于AI眼镜的芯片，已出货至终端客户，也在与手机品牌、初 创潮牌、ODM、方案商等多类客户持续接洽与合作中。 2、2024年4月11日互动易：南京起跑线穿戴电子科技有限公司的卫星导航S10芯片特点主要是超低功 耗，主要应用于智能穿戴领域。 2024年半年度报告：本集团以现金参股方式投资了南京起跑线穿戴电 子科技有限公司，出资额为人民币 10,000,000.00 元，持股比例为 4%。 3、公司办公地址处于福建省厦门市同安区后詹路1号16层 4、星宸科技股份有限公司的主营业务是端边侧AISoC芯片的设计、研发及销售。公司的主要产品是智 能安防、智能物联、智能车载、其他IC、技术服务、其他。 技术面：筹码平均交易成本为60.20元 该股筹码平均交易成本为60.20元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 59.04，谨防压力位处回调，若突破压力位则可能会开启一波上涨行 ...

Market Overview - On December 9, A-shares opened slightly lower, with the Shanghai Composite Index down 7.57 points, a decline of 0.19%, closing at 3916.51 points; the Shenzhen Component Index fell 34.37 points, down 0.26%, at 13295.62 points; the CSI 300 Index decreased by 10.38 points, down 0.22%, at 4611.38 points; the ChiNext Index dropped 6.66 points, down 0.21%, at 3183.61 points; and the STAR Market 50 Index fell 11.95 points, down 0.88%, at 1338.85 points [1]. Company News - Hehe China: The controlling shareholder, Hehe (Hong Kong) Holdings Limited, has a reduction plan but has not yet executed it as of December 8, 2025, and there are no undisclosed significant matters [2]. - Tianfu Communication: The company is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be determined, and this will not change the controlling shareholder or actual controller [2]. - Zhejiang Rongtai: The company plans to invest approximately $77 million (about 544.88 million RMB) through its wholly-owned subsidiary to build a production project in Thailand for 14,000 tons of mica paper, 4,500 tons of mica products, and 7 million sets of robot components [2]. - Shunhao Shares: The company’s affiliate, Beijing Rail Transit Technology Co., Ltd., has completed the development of the first generation experimental satellite "Chengguang No. 1," which has not yet been launched [2]. - Cambridge Technology: The company plans to raise $100 million by issuing H-shares to increase capital for its wholly-owned subsidiary CIG USA, aimed at expanding production capacity for high-speed optical modules in North America and Southeast Asia [2]. - Wenta Technology: A major shareholder reduced its holdings by 11.84 million shares between November 27 and December 8, 2025 [2]. Industry Trends - AI Chips: The AI chip sector has seen significant activity, with the recent IPO of Moer Thread surging by 425.46%, leading to substantial investor gains [5]. - Human-Robot Interaction: Luming Robotics has completed two rounds of financing totaling several hundred million yuan, aimed at enhancing investment in embodied intelligence data and hardware [8]. - Brain-Computer Interface: Recent developments indicate that domestic brain-computer interface companies are accelerating product upgrades and regulatory submissions, suggesting increased investment opportunities in this sector [11]. - Life Insurance: The life insurance industry is expected to experience five key trends by 2026, including rapid growth in new business and a shift towards high-quality development [12]. - Securities Firms: Improved external conditions may enhance the leverage limits for quality institutions, with a focus on the valuation recovery of brokerage firms [13].

（原标题：际华集团(601718.SH)：智能穿戴未涉及AI眼镜） 格隆汇12月5日丨际华集团(601718.SH)在投资者互动平台表示，公司的智能穿戴未涉及AI眼镜。 ...

AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 1、2025年9月17日互动易：公司已有适用于AI眼镜的芯片，已出货至终端客户，也在与手机品牌、初 创潮牌、ODM、方案商等多类客户持续接洽与合作中。 2、2024年4月11日互动易：南京起跑线穿戴电子科技有限公司的卫星导航S10芯片特点主要是超低功 耗，主要应用于智能穿戴领域。 2024年半年度报告：本集团以现金参股方式投资了南京起跑线穿戴电 子科技有限公司，出资额为人民币 10,000,000.00 元，持股比例为 4%。 3、公司办公地址处于福建省厦门市同安区后詹路1号16层 4、星宸科技股份有限公司的主营业务是端边侧AISoC芯片的设计、研发及销售。公司的主要产品是智 能安防、智能物联、智能车载、其他IC、技术服务、其他。 5、2024年3月15日互动易：公司通过新一代AI处理器IP研发项目的建设，公司将大幅提升新一代AI处理 器IP的处理能力，对当前AI处理器进行全方位升级，优化更多算法算子效率，进一步减小内存带宽使 用，并高效支持公司最新AIISP算法，迅速精确兼容适配客户在不同定制场景下的算法选择，大幅提升 图像处理效果。 (免责声明：分析内容 ...

Core Insights - The Ministry of Industry and Information Technology and five other departments have issued a plan to enhance the adaptability of supply and demand for consumer goods, aiming for a significant optimization of the supply structure by 2027, with three trillion-level consumption fields and ten hundred-billion-level consumption hotspots identified [1] Group 1: Market Trends - Smart wearable products are becoming a new essential for consumers, integrating technology and practicality, and are recognized as one of the hundred-billion-level consumption hotspots [1] - The market for smart wearables has diversified, extending from wristbands and watches to headphones, glasses, and rings, with each segment developing distinctively [2] - The deployment of AI models at the edge is driving the evolution of smart wearable product scenarios, enhancing functionalities such as real-time translation and voice control [2] Group 2: Industry Advantages - China possesses five core advantages in the supply of smart wearable products, including a complete industrial chain, strong manufacturing capabilities, flexible supply chains, leading brand ecosystems, and supportive policies and funds [3] - Major companies are leading innovation in the industry, with products like Huawei's smart watch featuring advanced communication technologies and Alibaba's Quark glasses integrating AI capabilities [3] Group 3: Future Outlook - The competition in the smart wearable market is shifting from device-to-device to ecosystem-to-ecosystem, emphasizing a comprehensive user experience that integrates hardware, systems, services, and content [4] - Experts predict that the future growth of the smart wearable market will be driven by three key areas: health management, young consumer markets, and industrial applications [5]

Core Viewpoint - Feirongda holds a 55% stake in Guoli Intelligent and is focusing on the embodiment intelligence sector, particularly in humanoid robots, AR/VR, and smart wearable applications [2] Group 1: Company Overview - Feirongda is engaged in the development of products related to AI chips, joint motors, and sensors, addressing the cooling and structural support needs of these components [2] - The company offers a range of products including dexterous hands, joint modules, fans, integrated cooling modules, lightweight structural parts, and thermal materials [2] Group 2: Product Development and Market Position - The products are designed to support high power density, miniaturization, and dynamic interaction scenarios, ensuring stable operation of devices [2] - Some products have already passed customer certification and are currently in the sampling, testing, or small batch supply stages [2]

证券日报网讯 12月3日，佰维存储在互动平台回答投资者提问时表示，公司ePOP系列产品目前已应用 于阿里夸克AI眼镜中。此外，公司ePOP系列产品目前已被Meta、Google、小米、小天才、Rokid、雷鸟 创新等国内外知名企业应用于其AI/AR眼镜、智能手表等智能穿戴设备上。 （文章来源：证券日报） ...

12月2日，思特威盘中下跌2.00%，截至13:30，报92.89元/股，成交1.88亿元，换手率0.62%，总市值 373.27亿元。 资金流向方面，主力资金净流出386.94万元，特大单买入840.75万元，占比4.48%，卖出1612.20万元， 占比8.59%；大单买入4102.16万元，占比21.86%，卖出3717.65万元，占比19.81%。 分红方面，思特威A股上市后累计派现1.76亿元。 机构持仓方面，截止2025年9月30日，思特威十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股1123.42万股，相比上期增加486.08万股。易方达上证科创板50ETF（588080）位居第六大流 通股东，持股1016.84万股，相比上期减少147.82万股。华夏上证科创板50成份ETF（588000）位居第七 大流通股东，持股995.30万股，相比上期减少564.12万股。嘉实上证科创板芯片ETF（588200）位居第 八大流通股东，持股639.05万股，相比上期减少29.19万股。南方中证500ETF（510500）位居第十大流 通股东，持股414.91万股，为新进股东。 责任编辑：小浪 ...