明日主题前瞻 1、存储芯片 | 据界面报道，记忆体模组厂透露，目前NAND缺货程度远超过以往，多家同行手中库存仅能撑到2026年第一季度，3月起部分厂商无货可交， 第二季后缺货将成为全面现象。NAND报价上涨速度过快，美光近期开出的NAND报价单月涨幅接近50%，模组厂担心出货前，原厂再度调整价格，导致成 本倒挂，只能改采Open Order(浮动报价)方式接单。 点评：分析认为，本轮NAND涨价核心驱动在于原厂产能加速向高利润企业级和AI应用倾斜，叠加旧制程产能快速退出，导致wafer供应结构性紧缺持续加 剧。此次价格快速拉升并扩散至全容量段，反映存储产业链高景气度持续强化。机构指出，由于AI推理需求的强劲增长和供应增长的有限性，2026年全球 NAND行业的供需格局有望维持持续偏紧状态，产品价格将保持高位运行，看好存储板块配置机会。 2、无人机 | 据新浪财经报道，美团无人机低空航网发布会12月19日举行。此次发布会的核心落点，是美团搭建的一体化低空航网体系：它融合了无人机、 智能起降点、低空交管系统三大核心模块，覆盖城市核心商圈与社区，实现"3公里半径内15分钟送达"的配送效率。 点评：分析认为，十五五 ...

Group 1 - Mingyue Optical Lens has launched an innovative eye health industrial park plan, integrating R&D, production, and experiential learning [1] - The company is the only listed firm in A-shares focusing on optical resin lenses, with a product range including lenses, raw materials, and frames [1] - The core products are mid-to-high-end optical resin lenses, primarily marketed under the "Mingyue" brand [1] Group 2 - Starting in 2024, Mingyue Optical Lens will also venture into AI smart glasses, emphasizing the importance of lens quality for user experience [2] - The company plans to invest at least 300 million yuan in R&D over the next five years, with a minimum of 5% of sales revenue allocated to R&D [2] - Innovations include self-developed lenses with a refractive index of 1.71 and the use of 3D internal engraving technology [2] Group 3 - Traditional optical imaging faces issues like pixel blur and color distortion, which can be addressed by computational optical imaging platforms [3] - Computational optics combines traditional optics with computer graphics and AI deep learning, enhancing image resolution significantly [3] - AI can enable high-resolution dynamic imaging, allowing for advanced 3D holographic information retrieval without prior knowledge of object positioning [3]