近年来，随着我国社会老龄化进程不断加快，慢性病和老年病高发，脑卒中、心脑血管疾病等严重威胁 国民健康。脑卒中具有高发病率、高死亡率、高复发率、高致残率和高经济负担等"五高"特点。对于广 大卒中患者和家庭而言，居家康复治疗的缺口，往往比急救更为漫长和艰难。如何让持续的康复训练真 正走进每一位患者家庭，如何实现居家康复"不中断"，成为摆在全社会面前的一道思考题。 在"互联网+医疗健康"深入发展的背景下，康如飞远程居家康复平台应势而生。它不仅是简单的线上康 复工具，而是承载着打通居家康复服务"最后一公里"的重担。平台聚焦进入恢复期的脑卒疾病人群，将 家庭康复场景作为切入点，赋能专业康复师把"院内康复方案"延续到居家，使患者继续获得科学规范的 远程居家康复服务，真正让患者在"出院--回家"康复的关键转折点上不断档、不掉线。 康如飞依托上海中医药大学康复医学院科研团队和临床资源，研发生产了一套专业化、标准化、系统化 的数字康复视频库。涵盖PT物理治疗-卧、坐、站、走四个阶段康复进程，第一批700多条数字康复训练 视频，让患者看得懂、能跟练。另外，平台赋能专业康复师通过数智化的线上功能评估+在线训练方案 +远程康复指导， ...

导语 "全球品牌大事记"，是品牌联盟发展研究中心的常规研究项目。从2022年3月起，品牌联盟对当月发生的全球品牌大事进行观察、梳理和总结并于下月初公 布。 "全球品牌大事记"，旨在帮助人们了解全球品牌发展动态，借鉴国际品牌发展经验，提升品牌国际影响力，推进具有全球竞争力的世界一流企业诞生。 01.九三阅兵大国重器亮相 "中国排面"彰显战略自信 02.时尚大师阿玛尼辞世 品牌传承考验管理智慧 03.TikTok美业务将被收购 地缘博弈重构科技生态 04.阿尔巴尼亚任命AI部长 数字治理试验引热议 05.Meta发布AI智能眼镜 可穿戴设备迎场景革命 06.Neuralink获批临床试验 品牌布局跨医疗消费界 07.OpenAI携巨头建算力 星门计划重塑AI格局 08.英伟达千亿投资OpenAI 算力竞赛步入新纪元 09.仰望U9 Xtreme破极速纪录 中国品牌引领超跑革命 10.世界第一高桥正式通车 中国创新能力的标杆桥 01 九三阅兵大国重器亮相 "中国排面"彰显战略自信 2025年9月全球十大品牌事件汇总 【事件性质：时尚品牌】 【事件性质：国家品牌】 9月3日，中国在北京举行纪念抗日战争暨世界反法西斯战 ...

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南方财经记者 朱治宣 实习生钟宸 广州报道 在资本市场上，华盛昌在 AI 眼镜方向的布局，也是业内外普遍关注的一环。今年上半年，华盛昌成立 深镜技术公司，专注AI眼镜产品的开发，尤其聚焦工业AI测量眼镜的开发和应用场景的落地，为工业 检测与测量提供更高效、精准的可穿戴智能设备。 智能AI眼镜可谓是最火热的消费电子产品，不光是吸引了Meta、小米、XReal、雷鸟创新等互联网大厂 纷纷涉足，连博士眼镜、乐活眼镜、雅视集团等传统眼镜企业也在积极拥抱。 如今，从事测量测试仪器、医学诊断设备的华盛昌也在抢抓AI眼镜新兴赛道发展先机。 不久前，华盛昌发布公告称，公司开发的"DeepSense深度感测大模型"已通过生成式人工智能服务备 案，将适时向用户开放内测。该消息引起了行业广泛关注，华盛昌股价在9月底涨幅明显。 AI＋医疗产品亮相 近日，在广州举行的2025中国国际医疗器械博览会上，华盛昌推出了四款搭载其自研 DeepSense大模型 的AI医疗设备：包括心电血压计、家用便携六导联心电图、双水平呼吸机、智能血压计。 发布会上，华盛昌董事长袁剑敏展示了智能血压计BP-120H 的 AI 语音助手"小雪"，通过与现场来宾 ...

来源：环球网 【环球网科技综合报道】10月2日消息，据外媒the verge报道称，苹果已正式暂停更轻版 Vision Pro 头显 的开发，将核心硬件工程师调往智能眼镜项目，全力追赶 Meta 在可穿戴影像与语音 AI 领域的先发优 势。首款无屏智能眼镜预计 2026 年发布、2027 年上市，配备自研专用芯片，主打语音交互与多模态人 工智能；带屏版本则力争提前至 2028 年推出，直接对标 Meta 刚发布的雷朋 Display 眼镜。 据彭博社援引内部备忘录称，苹果智能眼镜将内置扬声器、摄像头与多种镜框设计，功能定位与Meta 和雷朋合作的第二代产品类似，但深度整合 Siri 与 Apple Intelligence，实现离线唤醒、实时视觉搜索与 空间音频通话。供应链文件显示，眼镜主芯片采用台积电 4 纳米工艺，功耗较 Vision Pro 主控下降 75%，可支持全天候佩戴。 据介绍，苹果已从 Vision Pro 事业群抽调约 20% 的机械与传感器工程师加入眼镜团队。同时，初代 Vision Pro 产量继续缩减，仅保留一条组装线维持"适度升级"版本，预计 2025 年底发布，升级点集中在 M3 ...

Group 1 - The 15th National Games and the 12th National Paralympic Games will be held in the Guangdong-Hong Kong-Macao Greater Bay Area, serving as a significant platform to showcase urban development, technological innovation, and regional cooperation [1][3] - The event is expected to enhance the overall image of the Greater Bay Area and deepen regional integration, with a focus on promoting public health management from "having" to "optimizing" [1] - The demand for event operations, health monitoring, and scientific fitness will drive breakthroughs and commercialization in AI medical big data, wearable devices, and smart healthcare [1] Group 2 - The integration of "sports + healthcare" is anticipated to break industry boundaries, attracting high-end resources to the Greater Bay Area and creating a "platform for events, stage for industries" effect [1] - The 15th National Games is viewed as an important opportunity to promote high-quality development in sports and public fitness [3] - A special column titled "15th Games 365 Days 365 People" will be launched to highlight stories and expectations surrounding the event, aiming to increase public awareness and engagement [3]

Market Performance - A-shares experienced a collective rise on September 24, with the Shanghai Composite Index up 0.83%, Shenzhen Component Index up 1.80%, ChiNext Index up 2.28%, STAR Market 50 Index up 3.49%, and Northbound 50 Index up 2.03% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 23,471 billion yuan, a decrease of 1,713 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market rose, with nearly 90 stocks hitting the daily limit [1] International Indices - The Nikkei 225 Index closed up 0.3% at 45,630.31 points, while the Korean Composite Index fell 0.4% to 3,472.14 points on the same day [1] Commodity and Bond Markets - Most domestic commodity futures contracts rose, with glass futures leading the gains [1] - Government bond futures contracts closed lower, influenced by the strong stock market and rising risk appetite, which exerted pressure on the bond market [1] ETF Performance - The semiconductor equipment ETF (159516) rose by 9.55%, and the semiconductor equipment ETF fund (159327) increased by 9.40% [1] Convertible Bond Market - The China Convertible Bond Index rose by 1.3%, closing at 476.83 points [2] Institutional Insights - UBS Securities noted that the upward trend in A-shares has begun to drive adjustments in asset allocation among residents, attracting outside capital into the market [3] - Open Source Securities highlighted that after several months of rising indices, the market is at a relatively high position, with most sectors in technology facing high valuations [3] - Silver Fund emphasized that international leading tech companies have raised their annual capital expenditure expectations from $300 billion to $350 billion, indicating increased investment in data centers and AI infrastructure [3] - China Galaxy Securities remains optimistic about the computing power sector, which is still in the performance realization phase, and anticipates 2026 to be a key year for the foldable screen market recovery [3]

Group 1 - The core viewpoint of the articles highlights the favorable policies and rapid growth in the wearable device industry, driven by advancements in technology and increasing consumer demand for health monitoring [2][3]. - The National Sports Administration of China has issued guidelines to promote the digital and intelligent upgrade of health services through wearable devices, emphasizing the use of big data and AI technologies [2]. - The global wearable device market is expected to see significant growth, with IDC forecasting a shipment of 49.22 million wrist-worn devices in Q2 2025, representing a year-on-year increase of 12.3% [3]. Group 2 - China is the largest market for wrist-worn devices, with a shipment volume of 20.8 million units in Q2 2025, reflecting a year-on-year growth of 33.8% [3]. - The smart watch segment is experiencing remarkable growth, with a 64% year-on-year increase in shipments for adult smart watches in China [3]. - The wearable device market is expanding its application range, with potential coverage in healthcare, military defense, industrial IoT, and financial payments [2][3]. Group 3 - A total of 67 A-share companies are involved in the wearable device sector, with a concept index rising by 2.47% as of September 22 [4]. - Eleven stocks in this sector have seen cumulative gains exceeding 10%, with Longying Precision, Tianyue Advanced, and Luxshare Precision leading with gains of 43.59%, 35.78%, and 32.56% respectively [4]. - Longying Precision has made significant breakthroughs in developing key components for AI-based laptops and wearable products, achieving a "20cm" limit on September 22 [4]. Group 4 - Foreign institutional interest in wearable device stocks has increased, with 20 stocks receiving attention since July, including Luxshare Precision and Crystal Optoelectronics [5]. - Luxshare Precision has a broad layout in the AI glasses sector, providing support for about one-third of the market categories in this area [5]. - The market capitalization and performance of various wearable device stocks have been tracked, with Luxshare Precision having a market cap of 442.01 billion and a year-to-date increase of 32.56% [6].

Core Viewpoint - Meta has launched its first smart glasses with a display, the Meta Ray-Ban Display, and a new version of Ray-Ban Meta (Gen 2) smart glasses, along with the Hyperscape feature for Quest 3 and Quest 3S VR headset users, indicating a significant advancement in wearable technology and AI integration [1][2][3]. Product Launches - The Meta Ray-Ban Display features a full-color high-resolution screen on the right lens, capable of displaying key information without obstructing the user's view, supporting functions like subtitle translation, navigation maps, and camera previews, with a mixed-use battery life of approximately 6 hours and a total of 30 hours with a charging case [2][3]. - The new Ray-Ban Meta (Gen 2) smart glasses offer an extended battery life of up to 8 hours, nearly double that of the first generation, and include a 12-megapixel ultra-wide camera capable of 3K video recording at 60 frames per second, with an upgraded charging case providing an additional 48 hours of power [2][3]. Hyperscape Feature - The Hyperscape feature allows users of the Quest 3 and Quest 3S VR headsets to scan their real-world environment and convert it into a virtual space, enhancing the immersive experience [3]. Industry Insights - The development of smart glasses and mixed reality (MR) ecosystems is maturing, with advancements in AI technology expected to drive sales growth [1][4]. - The company has multiple chips integrated into the Meta Ray-Ban smart glasses and Quest MR series, which are expected to enhance performance and user experience in next-generation wearable and immersive devices [3]. Financial Projections - The company maintains its performance forecast, expecting net profits attributable to the parent company to reach 393 million, 523 million, and 621 million yuan for the years 2025-2027, corresponding to price-to-earnings ratios of 51, 39, and 33 times based on the stock price as of September 19, 2025 [1][4].

Group 1 - SiTime has released a new chip targeting the $4 billion market for wearable electronic devices [1]