智能眼镜正经历从手机配件向独立智能终端的关键跃迁，随着eSIM通信模块的集成与多模态AI技术的落地，这一品类开始实质性接管通话、联网 与复杂运算等手机核心功能。 据国泰海通证券刘越男团队12日发布的研报，在2026年CES（国际消费类电子产品展览会）上，英伟达CEO黄仁勋提出的"物理 AI"概念为行业定 调，标志着AI发展重心正从数字世界迈向能够理解并作用于物理世界的硬件深度融合阶段。 国泰海通证券表示，AI眼镜成为展示焦点。约23家相关参展商中，来自中国的企业占据16席，包括Rayneo（雷鸟创新）、Rokid、INMO（影目） 等品牌。其中，具备独立通信能力的智能眼镜首次亮相，打破了该品类长期依赖手机算力和网络的局限，推动行业向规模化应用加速迈进。 这一技术跨越叠加了强劲的市场增长与政策利好。根据Counterpoint咨询数据，2025年上半年全球智能眼镜出货量同比激增110%，其中AI眼镜占 比已升至78%。与此同时，智能眼镜2025年底首次被纳入"以旧换新"国补范围，预计将为2026年的市场销量带来显著增量。 摆脱手机束缚：独立终端形态确立 国泰海通证券表示，AI眼镜迈向独立终端的标志性事件，是雷鸟 ...

作者：子超@宠业家 近日，全球宠物智能科技公司星联未来SATELLAI 宣布完成数千万元A轮融资。本轮融资由商汤国香资本领投，前轮领投方零一创投（01VC）持续加 注，光源资本担任独家财务顾问。融资将主要用于多模态 AI 技术在宠物健康与安全领域的持续研发、核心产品矩阵升级，以及海外市场的进一步拓展。 创始人Mark 进一步表示，在此次融资完成后， SATELLAI 未来将持续围绕"宠物安全、健康与长期陪伴"三个核心价值展开产品与生态建设，并积极探索 与宠物医疗、保险及专业服务体系的深度合作可能。 【关于星联未来】 星联未来SATELLAI 聚焦于将卫星定位、可穿戴硬件与人工智能深度融合，构建面向宠物的"数字生命体（Digital Twin）"模型，通过对行为、环境与生理 信号的长期建模，实现对宠物健康风险的更早识别与更精准理解。公司产品已覆盖智能项圈、健康监测系统等多类硬件，并通过数据平台连接保险、医疗 等生态伙伴，推动宠物健康管理的智能化与人性化进程。 2026年1月5日，SATELLAI 在 CES 上发布了两大核心产品：全新多模态宠物健康软件平台 Petsense™ AI，以及新一代智能穿戴硬件 SA ...

公开资料显示，DeepSeek，全称杭州深度求索人工智能基础技术研究有限公司，成立于2023年7月，专 注大语言模型及多模态AI技术研发。（记者张璇） 【纠错】 【责任编辑:薛涛】 据DeepSeek官方消息，12月1日晚间，深度求索公司（DeepSeek）宣布发布两个正式版模型：DeepSeek- V3.2和高计算版本DeepSeek-V3.2-Speciale。 DeepSeek方面介绍，企业推出DeepSeek-V3.2模型，该模型在保持卓越推理能力和智能体性能的同时， 实现了高计算效率的平衡。 ...

Group 1 - xAI has launched a new Grok companion character named "Mika," expanding the Grok family to four members, which includes Valentine, Ani, and Rudi/Bad Rudi, enhancing user interaction with AI [1] - The Grok companion series not only provides virtual companionship but also functions as a smart assistant, allowing for more emotional and personalized communication with users. Currently, these features are not available to Android and free users, but xAI indicates that access may be broadened in the future [1] Group 2 - xAI has introduced a new video generation feature called Grok Imagine, capable of producing video content up to 42 minutes long. This development signifies xAI's acceleration in multi-modal AI technology, expanding possibilities for future AI interactions from dialogue to visual generation [3]

Core Insights - China Telecom and Samsung Electronics launched the new high-end business smartphone, Samsung W26, at the event held on October 11 [1][2] - The Samsung W series has been a symbol of high-end market success for 18 years, showcasing a strong partnership between the two companies [1] - The W26 features advanced technology, including the Snapdragon 8 Gen 2 mobile platform and support for Tiantong satellite communication, enabling satellite calls and messaging [1] Product Features - The Samsung W26 is equipped with the new Samsung One UI 8, enhancing user interaction through deep integration with Galaxy AI [2] - The device utilizes multimodal AI technology, allowing Bixby to upgrade its capabilities, improving efficiency in both daily and business scenarios [2] - The W26 can summarize multiple documents and create mind maps, serving as a reliable assistant for work [2] Pricing and Availability - The suggested retail price for the Samsung W26 is 16,999 yuan for the 16GB+512GB version and 18,999 yuan for the 16GB+1TB version [2] - Pre-orders for the Samsung W26 began on October 11 across various online platforms and authorized stores [2]

Core Viewpoint - The company, Youluoka (300099.SZ), is aligning its smart mining robot business with the national "AI+" strategic direction, focusing on the development and application of specialized industrial robots for mining scenarios [1] Group 1: Business Focus - The company's core business is centered on the research and application of specialized industrial robots designed for mining environments [1] - The smart mining robots utilize multimodal AI technology, enabling features such as automatic obstacle avoidance and autonomous driving [1] Group 2: Product Offerings - The company has launched a variety of smart mining robots, including the "Intelligent Crawler Transport Robot," "Intelligent Track Installation Robot," and "Intelligent Inspection Robot" [1] - Ongoing research and development efforts are in place for additional mining robots tailored to specific tasks and scenarios [1] Group 3: Differentiation - The robots being developed are specifically designed for particular mining tasks (such as transportation, installation, and inspection), which distinguishes them from general-purpose humanoid robot technologies [1]

Group 1 - Samsung officially launched the Galaxy Z Fold7 at the 2025 product launch event, featuring Google's Gemini AI engine, enhancing their partnership [1] - The new Galaxy Z Fold7 includes several Gemini features such as Gemini Live real-time recognition, selection search, and advanced AI mode, with users receiving 6 months of Google AI Pro membership and 2TB of cloud storage [1] - Compared to its predecessor, the Z Fold7 shows significant performance improvements with a 38% increase in CPU performance, 41% in NPU, and 26% in GPU, powered by Qualcomm's Snapdragon 8 Elite processor [1] Group 2 - The Galaxy Z Fold7 features a 200-megapixel wide-angle main camera, supports night video shooting, and includes new smart editing functions [2] - The device has a record thickness of only 8.9mm when folded and 4.2mm when unfolded, with enhanced battery life supporting 8 hours of continuous video playback [2] - The Galaxy Z Fold7 is available for pre-order, with a starting price of $1999.99 for the 512GB version and $2269.99 for the 1TB version, alongside the launch of Galaxy Z Flip7 and Z Flip7 FE [2] Group 3 - Samsung announced the acquisition of digital health platform Xealth, aimed at providing digital health management tools for patients and healthcare providers [2][3] - The integration of Samsung's innovative technology with industry-leading companies aims to enhance public health and accelerate the development of a connected healthcare ecosystem [3]

据报道，亚马逊即将在其旧金山办公室的"人形公园"内测试人形机器人，以取代部分人工配送岗位，削减运营成本；公司 还同时在测试Rivian电动货车与机器人的互动，为其主营业务——全球包裹配送——的自动化铺平道路。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 亚马逊正在悄然布局自动驾驶+人形机器人配送，有望颠覆物流行业格局。 据媒体援引知情人士消息， 亚马逊即将在其旧金山办公室的"人形公园"内测试人形机器人，目标是取代部 分人工配送岗位，削减巨额运营成本。 亚马逊推动配送自动化的动机显而易见：成本控制。 作为全球最大的电商平台之一，亚马逊雇佣数十万名 配送工人，人工成本高企。 而人形机器人交付仅是第一步，要完全取代送货员，还需要实现他们驾驶车辆的自动化。如果人形机器人 能够与自动驾驶车辆结合，甚至在人类司机旁协助配送，整体效率将显著提升。 此举也将为其主营业务——全球包裹递送——的自动化铺平道路。 媒体还透露，亚马逊已将一辆Rivian电动货车放置在这个"人形公园"内，以帮助测试机器人如何与车辆互 动。 这一内部项目模仿了自动驾驶汽车开发的路径——首先在封闭环境测试，然后才会扩展到公共领域。 据报道介绍，这个相 ...

Core Insights - The StellarCare AI, developed by the Fujian Autism Children's Service Center and the Hangzhou Institute of Medicine, aims to address early screening and intervention challenges for autism, providing a comprehensive intelligent solution for autistic children [1][2] - The AI system boasts an accuracy rate of approximately 85% in diagnosing autism [1] Group 1: Technology and Innovation - StellarCare AI integrates multimodal data and artificial intelligence technology to enhance early diagnosis and intervention for autism [1] - The system offers a full-service chain including behavior analysis, personalized intervention, and 24-hour AI support for families, aiming to reduce parental anxiety [2] Group 2: Social Impact and Collaboration - The initiative seeks to empower grassroots hospitals by improving screening efficiency and accuracy, breaking down clinical data silos, and advancing diagnostic technology [2] - The project promotes collaboration among government, hospitals, research institutions, and non-profit organizations to create a comprehensive support network for autism screening, diagnosis, intervention, and care [2] Group 3: Future Prospects - There is potential for the StellarCare AI system to connect with medical institution systems, enabling tiered and categorized screening to address current imbalances in autism screening [2]

Core Insights - The expansion of visa-free policies in China is creating unprecedented opportunities for the development of smart ports, with a 72.7% year-on-year increase in foreign visitors during the recent holiday period [1][2] - The implementation of smart technologies and AI is reshaping the entry and exit experience at ports, enhancing efficiency and management capabilities [1][2] Smart Upgrade - The latest visa-free policy covers 24 provinces, 60 ports, and 54 countries, accelerating the construction of smart ports [2] - The introduction of new systems has reduced normal international passenger clearance time to under 20 seconds, with a high-risk luggage identification accuracy of over 98% [2][4] - The push for smart port construction is now seen as essential for enhancing national image and optimizing the business environment [2][3] Industry Barriers Reshaped - The "no document required" passage has facilitated over 15 million entries and exits since its pilot launch, significantly improving clearance efficiency [4] - New technologies such as IoT, big data, and AI are providing the necessary support for the intelligent transformation of port clearance processes [4][5] Data Security and Profitability - The development of smart ports is driven by three main factors: the need for new port construction due to the Belt and Road Initiative, existing port business expansion, and product upgrades [7] - Data security remains a critical issue, especially in high-risk environments like ports, necessitating advanced biometric solutions and AI models to ensure accuracy and reliability [8] - Balancing investment and returns is a challenge, with R&D expenditures consistently above 10% of revenue, indicating a commitment to sustainable development [8][9]