9月10至12日，第二十六届中国国际光电博览会（CIOE）在深圳国际会展中心举办。在本届光博会上， AI眼镜成为全场瞩目的焦点之一，不少厂商展台前排起了长队，许多观众争相体验这项"未来技术"。 这种热度并非偶然。IDC数据显示，2025年第一季度全球智能眼镜出货量同比增长82.3%，中国市场增 幅更达116.1%；CINNO Research统计亦显示，今年上半年中国消费级AI/AR眼镜销量达26.2万台，同比 增长73%，其中无屏AI眼镜以463%的增速成为增长核心。 一副看上去平平无奇的眼镜，却暗藏乾坤。南都湾财社记者戴上之后，眼前立刻浮现出一块高清虚拟屏 幕，上面显示着相机、录音、地图等应用图标；联网后，便可实现拍照、演讲提词、会议纪要、智能导 航、实时翻译等多种功能。 "这款AI眼镜能实时将外语翻译成中文并显示在镜片上，几乎没有延时，非常方便跨国交流。"谷东智能 的现场工作人员向南都湾财社记者介绍。 光峰科技同步发布了两款自研LCoS光机——蜻蜓G1和彩虹C1，这两款光机的共同特征是轻量化、小型 化与能效优化，为AI眼镜实现"全天候佩戴"奠定基础。谷东智能则带来了第四代PVG体全息光波导技 术，其光效 ...

Economic Events - The 14th National People's Congress and the National Committee of the Chinese People's Political Consultative Conference concluded on March 10 and 11 respectively, marking significant political events in China [4][21]. - The U.S. government funding is set to expire on March 15, raising concerns about a potential government shutdown if an agreement is not reached [6][7]. - A meeting between Trump and U.S. tech leaders, including CEOs from HP, Intel, IBM, and Qualcomm, is scheduled, focusing on trade policies and manufacturing [17][19]. Economic Data - The U.S. February CPI is expected to show a year-on-year increase of 2.9%, while the PPI is anticipated to rise by 3.5% [3][14]. - China's February financial data, including new loans and social financing, is projected to be released between March 9 and 15, with expectations of significant government bond financing [15][16]. Corporate Earnings - The earnings season is ongoing, with companies like Ideal Auto, Futu Holdings, Weibo, and Oracle set to report their financial results [25]. - Notable attention is on Ningde Times in the A-share market during this earnings season [25]. Legislative Developments - Germany's large-scale fiscal expansion plan, which includes a €500 billion special fund for public infrastructure, is under review, with critical votes scheduled in the coming weeks [12][13][14].