上周四，苹果召开了财报电话会议。 在会议上，苹果CEO蒂姆·库克（Tim Cook）表示："对团队即将发布的visionOS 26感到兴奋。"visionOS 26也就是即将到来的第三次visionOS重大更新，今 年，苹果宣布对于系统的命名不再跟随大版本次数，而是根据年份。 根据库克描述，visionOS 26中至少包括空间小组件、更逼真的游戏支持（他提到了《女神异闻录》）、面向开发者/新企业的API。 但是他并没有对此有过多透露，而是表示苹果会持续关注Vision Pro/visionOS。 这也可以看作是对于外界猜测的一种变相回应。自从Vision Pro发布至今，出于过于昂贵而导致对销量的看衰，一直如影随形的缠绕着苹果。根据行业预 测，2024年Vision Pro的销量可能不到50万台，甚至有可能仍低于100万台。 软件方面，visionOS 26将带来PS VR2 Sense控制器和罗技Muse手写笔支持、更加逼真的Persona（虚拟角色）、空间小组件、90Hz 手部跟踪、体积空间场 景、本地SharePlay、Safari中的空间浏览、原生180°和360°视频支持等等。 国行版定价29999 ...

Core Viewpoint - 雷鸟创新 has achieved a market share of 52% in the XR industry during the 2025 618 sales period, with a year-on-year sales growth of 3.36 times, making it the sales champion on both JD and Tmall platforms in China [2][4]. Group 1: Sales Performance - 雷鸟创新's products, including 雷鸟 Air 3s Pro, 雷鸟X3 Pro, and 雷鸟V3 series, have ranked top in their respective categories across both platforms [2][4]. - The overall sales of smart glasses in China are expected to exceed 2.75 million units in 2025, reflecting a year-on-year growth of 107% [6]. Group 2: Product Development and Innovation - 雷鸟创新 has launched several new products in May, including the revolutionary AR glasses 雷鸟X3 Pro and the next-generation pocket TV 雷鸟Air 3s series [6]. - The company is focusing on technology innovation as a core driver, showcasing new possibilities for AI+AR glasses at AWE 2025, marking a significant step towards independent smart devices [9]. Group 3: Strategic Partnerships - 雷鸟创新 has formed partnerships with major companies like Alibaba Cloud, Gaode Map, and Ant Group to explore new applications of AI and AR technologies in smart travel and urban living [6][7].

Group 1 - The Central Cyberspace Administration of China is guiding major platforms like Douyin and Xiaohongshu to optimize their information recommendation algorithms to address issues such as the promotion of vulgar content and the exacerbation of information silos [1] - Platforms are focusing on enhancing positive content recommendations, ensuring user choice, diversifying recommended content, and improving algorithm transparency [1] - The initiative signifies a return to proper governance in the industry, with ongoing attention needed on the effectiveness of these algorithm adjustments [1] Group 2 - RayNeo and Amap have announced a strategic partnership to explore AI and AR applications in navigation and urban living [2] - The collaboration aims to leverage both companies' technological strengths to create a new navigation experience and expand into new markets [2] - The success of this partnership will depend on the practical application of their innovations and user feedback [2] Group 3 - Douyin has launched a new feature to prevent the spread of similar infringing content, significantly reducing the cost of repeated infringement complaints [3] - This feature supports users in managing their rights more effectively and aims for a governance goal of "one complaint, long-term control" [3] - Douyin's initiative reflects its commitment to content governance and sets a benchmark for the industry [3]