文 | TMT星球，作者 | 黄燕华 谈及当前科技圈的宠儿，除了人形机器人，另一个则非AR眼镜莫属。 近日，全球科技巨头Meta首席技术官安德鲁·博斯沃思（Andrew Bosworth）对外透露，Meta 于今年9月 推出的AR智能眼镜Meta Ray-Ban Display市场反应强于预期，线下零售店几乎全部售罄，将增加销售点 数量，从而保证供货量。 Meta Ray-Ban Display的火爆从侧面反映出AR眼镜市场的热度有增无减。 事实上，进入2025年后，从各大科技展会，到日常社交媒体的热门讨论，AR眼镜频繁闯入大众视野， 看似将开启一场席卷全球的科技变革。 有人甚至将AR眼镜与iPhone的诞生相媲美，认为这是个能够改变某个行业或领域格局，且深刻影响人 们日常生活和社会结构的产品，称之为属于AR眼镜的"iPhone时刻"。 但若拨开这层火热的表象，深入探究其市场渗透率、用户接受度等实际情况时，会发现AR眼镜距离真 正意义上的普及，似乎还有相当漫长的路要走。 在社交平台或商品评论区，关于AR眼镜的吐槽层出不穷，甚至有用户将之列为"年度最后悔产品"。 市场不减的热度与用户实际体验背离的背后，究竟是行 ...

Market Performance - A-shares experienced a decline on May 30, with the ChiNext index leading the drop. The Shanghai Composite Index closed at 3347.49 points, down 0.47%, with a trading volume of approximately 443.4 billion yuan. The Shenzhen Component Index closed at 10040.63 points, down 0.85%, with a trading volume of about 695.8 billion yuan. The ChiNext index closed at 1993.19 points, down 0.96%, with a trading volume of around 321 billion yuan [1] Sector Performance - The banking sector, traditional Chinese medicine, diversified finance, pork, innovative pharmaceuticals, and brain-computer interface stocks saw significant gains. Conversely, sectors such as electric machinery, internet e-commerce, complete automobiles, controllable nuclear fusion, humanoid robots, and copper cable high-speed connections experienced notable declines [2] Institutional Insights - According to Jifeng Investment Advisory, the recent market pullback is attributed to main force repositioning. With a series of counter-cyclical adjustment policies being implemented, the A-share market is gradually finding a bottom, presenting medium to long-term investment opportunities. In June, policy expectations and semi-annual report performance verification will drive funds towards sectors with high earnings certainty, focusing on consumption upgrades, high-tech growth, and undervalued sectors [3] - CITIC Securities noted an increase in attention towards robotics applications, particularly in logistics and healthcare. It recommends focusing on AI-enabled smart development applications, including sensors and exoskeleton robots, which do not necessarily rely on humanoid forms for growth [3] - Galaxy Securities highlighted that AR glasses manufacturers are pushing the technology from niche markets to mainstream consumer electronics. Despite challenges in cost, battery life, and user habits, the maturation of AI and AR technologies could lead to significant growth in the entire supply chain [3] Policy Developments - The Ministry of Industry and Information Technology announced the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standardization system for national public computing power by 2028. The plan includes promoting high-performance transmission protocols and creating a national platform for computing power resource interconnection [4] IPO Trends - Following the launch of the "Science and Technology Enterprise Express" in Hong Kong, there has been a surge in inquiries regarding IPOs from mainland companies. The Hong Kong Stock Exchange is working on optimizing listing regulations to attract more companies from various regions to list in Hong Kong [5] Industry Regulations - Several leading pig farming companies have received notifications to suspend the expansion of breeding sows and control the weight of market pigs to around 120 kg. This is part of a broader effort to manage production capacity and stabilize prices in the industry [6][7]