Group 1 - Apple has paused its Vision Pro headset upgrade plans to focus on developing smart glasses to compete with Meta Platforms [1] - Apple was initially planning to launch a lighter and cheaper version of the headset, code-named N100, in 2027, but has redirected resources to smart glasses development [1] - Apple is reportedly developing at least two models of smart glasses, with the first model, code-named N50, expected to be compatible with iPhone and debut as early as next year [1] Group 2 - The AI glasses industry has experienced explosive growth this year, with major companies releasing new products and a significant increase in shipment volumes [2] - Analysts believe that the recent launches of AI glasses by several tech giants indicate a high level of industry prosperity [2] - The AI glasses sector is transitioning from technological exploration to large-scale commercialization, recognized as a strategic value for the next generation of human-computer interaction [2] Group 3 - Companies like 康耐特光学 (Conant Optical) are expected to benefit from the AI glasses industry upgrade trend, with a focus on high-performance integrated solutions [2] - 蓝思科技 (Lens Technology) is set to exclusively supply core components for Meta's next-generation Ray-Ban AI glasses, which will feature AR display capabilities [2] - 小米集团 (Xiaomi) has launched its first AI glasses, positioning them as a personal smart device and AI entry point [3]

科创债ETF扩容提速 债券市场迎来"科技时刻" 科创债ETF市场再度扩容。9月24日，第二批14只科创债ETF集体上市，首日即有5只产品规模突破百亿 元。叠加首批10只产品1285.65亿元的存量规模，截至9月26日，科创债ETF市场总规模突破2300亿元， 成为债券ETF中扩张较快的细分品类。业内人士表示，政策导向支持科技创新，科创债和科创债ETF的 崛起，意味着债券市场正在迎来属于自己的"科技时刻"。与此同时，科创债ETF的火热，还与票息策略 在当前市场环境中的优势有关。（智通财经） 年内76只新股发行 "硬科技"成色足 今年以来，A股新股发行稳步推进，"硬科技"属性鲜明。数据显示，截至9月29日，今年A股市场共有76 只新股上市，较去年同期增加8只，首发募资额合计750亿元，已超2024年全年（674亿元）。其中，有 36家公司登陆科创板、创业板，占比47%；15家公司登陆北交所，占比20%。按照申万一级行业划分， 今年上市的新股主要集中在电力设备、汽车、电子、机械设备等行业。数据显示，电力设备行业新股数 量最多，达16只；汽车和电子行业的新股数量均为11只；此外，机械设备行业新股也相对较多，为9 只。 ...