答案被指向了一支「AI笔」。 据了解，该硬件设备由前苹果首席设计官Jony Ive共同参与设计。 不仅具备音频能力，还能通过配对的智能手机或其他终端，与ChatGPT进行双向交流。 消息传出后，有脑洞大开的网友直接给它起名叫oPen（我没有笑.jpg）。 OpenAI推出的第一款AI硬件，产品形态完全超出了这段时间大家的猜测。 有的网友可毫不留情，觉得现在大家几乎都不怎么用笔写字了，搞这么个产品可能白搞： 所以问题来了：OpenAI花费这么多时间精力做出来的笔，真的是想让我们写字吗？（doge OpenAI首个硬件是一支「AI笔」 从目前曝光的信息来看，OpenAI这款硬件产品很可能是一支「无屏AI智能笔」。 在形态上被描述为体积接近iPod Shuffle，按这个说法推一推，这支笔的重量估计也就差不多10—15g： 当然了，OpenAI肯花这么长时间折腾它，肯定不是为了做一支好看又轻的笔，还是得看AI能力。 根据目前的说法，这支AI笔可能会本地跑OpenAI定制模型，能把我们写下来的内容直接转成文本。 我们还可以把文本信息同步进ChatGPT，用户后续可以围绕这些内容继续追问、补充和扩展。 （但问题是大家手 ...

格隆汇12月16日丨翱捷科技(688220.SH)在投资者互动平台表示，公司芯片定制业务中有大客户返单增 加新项目的情形。从目前已承接的项目进度情况来看，2026年公司芯片定制业务收入增长确定性较高。 公司最新流片成功的4G芯片搭载了20TOPS算力NPU，支持多种主流大模型，能够为终端用户带来更好 的AI交互体验，具备主流中高端手机平台的表现水平；同时该芯片也是目前同类4G智能手机芯片中唯 一支持LPDDR4/4X/5/5X的芯片方案，具备较好的市场竞争力。目前平台完成了多个端侧模型的适配， 正在持续性能优化、推广和演示过程中，客户反应积极，包括品牌客户。后续公司将努力推进商务洽谈 与合作落地，争取尽快实现市场突破。 ...

12月12日上午，"共筑新生态·携'首'创未来——2025成渝双城核心商圈指数、中国商圈商业力指数榜单发布会"在成都春熙路商圈成功举办。会上 发布了"中国商圈商业力指数榜单"，其中，春熙路商圈在年度榜单中位列全国顶级商圈第四，比去年上升一名。 ▲发布会现场 春熙路商圈跃升第四 打造科技与消费深度融合的新标杆 商圈作为构建城市商业发展新格局的重要支撑，是促进消费升级的重要平台。发布会上，赢商网发布了2025"中国商圈商业力指数榜单"。该榜单分析报告来 源于赢商大数据，赢商大数据是覆盖全国368城、2000+商圈的城市商业运行监测数据。该数据基于商圈人口规模、交通配套、商业规模、商业档次、商业 多样性、商业活力以及商业潜力等要素，形成商圈商业综合评价指标体系，通过多维数据和城市对比分析，预判全国商圈商业发展方向，洞察商业新商机。 | | >在2025年市场竞争日趋激烈的态势下,春熙路商圈与天河路-珠江新城 | | 2025年度《中 | | --- | --- | --- | --- | | TOP1-20 | | TOP21-40 | | | 商圈名称 | 城市 | 商圈名称 | 城市 | | CBD費圈 | 北 ...

(一) 为什么独立的 Vibe Coding 必死，但 Personal Software 会火？ Personalized software (个性化软件) 这个方向最近很火。 蚂蚁的灵光上线后，听说一天内的数据就达到了团队定的年度目标。 Replika 的创始人 Kuyda 最近也再次创业，做了一个叫 Wabi 的产品，定位是 Youtube for Apps，一个 mini app 的集合平台。(类似方向的产品国内还有马卡龙、 Youware 等等) 姚顺雨（前 OpenAI 研究员）曾反反复复表达过一个观点，我印象很深： 「创业公司最大的机会，在于设计不同的交互方式。」 于是这期就索性围绕「交互」这个主题展开，分享一下我们最近观察到的一些机会。 目录 我最近听了她的两期播客，很有意思，摘录一些 insights： 1. 软件的未来将是「应用的 YouTube 化」。 在 Kuyda 看来，软件行业正在经历内容行业当年的变迁。 就像视频从专业制作走向人人可拍，软件开发也将从全球「2000 万开发者」的特权，泛化为「80 亿创作者」的日常媒介。 在这个语境下，未来的软件，更多会像快消品，它不再需要追求 S ...

Core Viewpoint - The article discusses the launch of a new AI-powered smart glasses product that integrates seamlessly with vehicles, enhancing user experience through advanced features and technology. Group 1: Product Features - The smart glasses allow users to control vehicle functions such as opening doors, trunk, and adjusting climate settings through voice commands, reducing response time from 7-8 seconds to instantaneous [1] - Equipped with Zeiss lenses, the glasses provide UV protection and feature a stylish design, including photochromic lenses that adapt to light conditions [1] - The Livis headrest speakers offer high-quality sound without interference, utilizing dual magnetic speakers and spatial audio algorithms [1] - The glasses have a lightweight design at 36g, with a battery life of 18 hours and standby time of 78 hours, allowing for extended use [4] - The product features a 4K camera capable of quick 0.7-second photo capture and supports live photo functionality [4] Group 2: Technology and AI Integration - The glasses utilize the Hengxuan 2800 chip and an ISP chip from Hangzhou Jimi Electronics, ensuring fast and efficient performance [1] - AI interaction is highlighted with a response time of 0.8 seconds for dialogue and 1 second for remote vehicle control, showcasing a natural and quick user experience [1] - The product incorporates a self-developed deep research framework, functioning like a personal research assistant, with ongoing OTA updates for feature enhancements [4] Group 3: Pricing and Market Strategy - The glasses are priced starting at 1999 yuan, with a promotional price of 1699 yuan available until December 31, which includes government subsidies [2] - The collaboration with Zeiss aims to expand overseas markets and develop augmented reality vision correction lenses [4]

Core Viewpoint - The foldable smartphone market is experiencing renewed interest, particularly with the upcoming release of the foldable iPhone in 2026, despite the current penetration rate of foldable phones in the smartphone market remaining below 10% [2][20]. Group 1: Market Dynamics - The launch of Huawei's Mate X7 is expected to redefine industry standards and set a benchmark for foldable devices [3]. - The evolution of foldable phones is not a straightforward competition with traditional smartphones but rather a diversification of form factors to meet various user needs [22]. - The market for foldable phones is still in its growth phase, with significant potential for innovation and user adoption [23]. Group 2: Product Features and Innovations - The Huawei Mate X7 has reduced its thickness to 9.5mm when folded, making it comparable to traditional smartphones in terms of portability [5]. - The device features an 8-inch inner display with 2K resolution, offering superior display quality compared to most tablets [5]. - Durability improvements include a 20% increase in impact resistance and a 100% increase in bending resistance, addressing common concerns about foldable devices [7]. - The Mate X7's camera system has been upgraded to enhance color accuracy by 43%, making it competitive with flagship smartphones [10]. Group 3: User Experience and Interaction - The transition from traditional smartphones to foldable devices often leaves users uncertain about how to utilize the larger inner screen effectively [14]. - Huawei has integrated AI functionalities to enhance user interaction, allowing for seamless multitasking and improved usability [16][17]. - A significant majority of existing foldable phone users express a willingness to continue using foldable devices, indicating a positive reception of the new interaction paradigms [18]. Group 4: Competitive Landscape - Huawei holds a 69% market share in the domestic foldable phone market as of the first three quarters of 2025, highlighting its dominance without being perceived as monopolistic [22]. - The success of foldable phones is attributed to technological advancements, ecosystem development, and enhanced user experiences rather than mere competition with traditional devices [22][25]. Group 5: Future Outlook - The foldable smartphone market is expected to continue evolving, with manufacturers focusing on addressing existing shortcomings and fostering innovation to attract traditional smartphone users [23][25]. - The Huawei Mate X7 is positioned as a milestone product, showcasing the potential of foldable devices in terms of design, durability, and interactive capabilities [25][26].

Core Insights - ROKID has launched a new AI smart glasses model, in collaboration with Fengyuzhu, to create an AI smart tour guide system that integrates AR technology into cultural experiences [1][4] - Fengyuzhu, a leader in digital cultural space, has over 1,500 digital experience spaces across China, enhancing the content for the AI smart tour guide system [1][4] Company Overview - ROKID, established in 2014, has developed several flagship products including Rokid Glass, Rokid Air, and Rokid Max, and operates in over 80 countries with its YodaOS-XR system [2] - Fengyuzhu has transitioned from a "space construction service provider" to a comprehensive service provider focusing on "space operation and content services" [4] Product Features - The AI smart tour guide system offers a full-chain experience of "real-time recognition - intelligent interaction - immersive presentation," allowing users to interact with exhibits through voice and visual recognition [4] - The glasses provide real-time subtitles and support multiple languages, catering to international visitors and personalizing the tour experience based on user preferences [4] Market Strategy - Fengyuzhu is exploring diverse revenue streams through equipment leasing, content subscriptions, and custom development, with initial projects already in testing phases at key cultural venues [5] - The collaboration aims to extend market coverage to various venues including science museums, art galleries, and cultural tourism complexes [5]

Core Viewpoint - The company is actively developing its first-generation KTC AI interactive glasses, focusing on software iterations and hardware upgrades to enhance performance and expand ecosystem functionalities [2] Product Development - The KTC AI interactive glasses currently represent the company's first product line, emphasizing shooting and AI interaction capabilities [2] - The company is exploring software iterations aimed at performance optimization and expanding ecosystem functionalities [2] - Future plans include adapting the product for overseas markets and promoting its international expansion [2] Sales Information - The company has not disclosed specific sales data or detailed information regarding the product's performance, indicating that further updates will be provided in future announcements [2]

Financial Data and Key Metrics Changes - In Q4 2025, revenue reached $288 million, reflecting a 13% year-over-year growth, near the high end of guidance [16] - GAAP gross margin was 43.7%, while non-GAAP gross margin was 45.1%, both at the high end of guidance, with improvements of nearly 340 basis points and over 400 basis points year-over-year respectively [17] - Adjusted EBITDA was positive $6 million, a $29 million improvement year-over-year, driven by higher revenue, better gross margin, and lower operating expenses [18] - For fiscal 2025, total revenue was $1.44 billion, a 5% decline year-over-year, but adjusted EBITDA increased 23% to $132 million [21][22] Business Line Data and Key Metrics Changes - Strong double-digit growth was observed in home theater and plugins, contributing significantly to overall growth [16] - The installed base grew 5% to 17.1 million households, with devices per average household increasing to 3.13, up 2% year-over-year [21] Market Data and Key Metrics Changes - EMEA saw strong double-digit growth, and growth markets more than doubled in Q4, contributing over a quarter of overall growth [16] - The company retained its number one position in the US Premium Home Theater market for the third consecutive year and improved its share in EMEA [20] Company Strategy and Development Direction - The company is shifting focus to a cohesive system that integrates various audio experiences, moving away from a fragmented product approach [6][10] - Future strategies include leveraging the installed base to increase household engagement and lifetime value, with a goal of growing devices per multiproduct household to 6 [11] - The company aims to expand its market share in the $24 billion global premium audio market, currently holding only 6% [11] Management's Comments on Operating Environment and Future Outlook - Management characterized fiscal 2025 as a transitional year, with optimism for fiscal 2026 as a new chapter focusing on cohesive system experiences and new product launches [48][50] - The company is committed to improving efficiency, regaining profitability, and investing in long-term growth while navigating tariff impacts [26][44] Other Important Information - The company reduced operating expenses by over $100 million and maintained healthy margins despite tariff impacts [12][18] - Share repurchases totaled $81 million for fiscal 2025, reducing the share count by 1.3% [19] Q&A Session Summary Question: Will Sonos bring AI capabilities in-house? - Management indicated that Sonos will be a platform for both third-party and first-party AI experiences, similar to past integrations with Alexa and Google Assistant [29] Question: What is the promotional strategy for the holiday season? - Management noted ongoing monitoring of demand and tariff mitigation strategies, with usual promotional activities planned for the holiday season [30] Question: How will Sonos stimulate the installed base? - The company is focusing on a pricing strategy aimed at improving household acquisitions and maximizing customer lifetime value through targeted marketing [31][32] Question: How is Sonos managing tariff costs? - Management explained that they have mitigated tariff impacts through pricing strategies and collaboration with channel partners, expecting a manageable overall margin impact [44][45] Question: How does management view fiscal 2026? - Management expressed excitement about entering a new chapter, focusing on executing the new strategy and enhancing marketing efforts [48][50]

Core Insights - Chengdu is positioning itself as a hub for the trendy toy industry, leveraging its unique cultural elements and creative potential to attract investment from the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] Group 1: Investment Opportunities - Chengdu's investment environment and opportunities in the cultural and creative industries were highlighted at the "潮玩总动员·2025成都文创产业（粤港澳大湾区）合作对接会" held in Dongguan [1] - The city is inviting Greater Bay Area enterprises to collaborate, emphasizing the complementary strengths of Chengdu as a creative source and Dongguan as a manufacturing hub [2] Group 2: Industry Trends - The trendy toy market in Chengdu has evolved into a "social currency" for Generation Z, showcasing a blend of local culture and modern trends [1] - A recent event in Chengdu attracted over 400,000 visitors, indicating a strong local interest and engagement in the trendy toy ecosystem [1] Group 3: Strategic Development - Chengdu is transitioning its trendy toy industry from a "contract manufacturing" model to a more integrated "creative-design-manufacturing-marketing" approach [2] - The city is investing in new industrial communities and policies to support high-quality development in the digital cultural and creative industries [2]