虚拟空间服务是指基于虚拟现实（ VR ）、增强现实（ AR ）、混合现实（ MR ）、元宇宙等技术，为用户提供数字化虚拟环境及相关功能的服务形态，构建满 足用户社交、工作、娱乐、教育、商业等多场景需求的可交互虚拟空间，实现物理世界与数字世界的融合互动。 全球虚拟空间服务市场规模预计将从 2024 年的 97.55 百万美元增长到 2031 年的 1.81 亿美元 ；预计 2024 年至 2031 年的复合年增长率为 8.64% 。 根据 QYResearch 头部企业研究中心调研，全球范围内虚拟空间服务生产商主要包括 Spatial Systems 、 Arthur 、 Gather 、 oVice 、 Ikarus 3D 等。 2024 年，全球 前四大厂商占有大约 47% 的市场份额。 就产品类型而言，目前基于云是最主要的细分产品，占据大约 75% 的份额。 虚拟空间服务市场涵盖虚拟办公室及相关服务，正在经历显著增长。这主要得益于远程办公的日益普及，以及对灵活、经济高效的办公空间解决方案的需求。 游戏和娱乐行业是虚拟空间服务的早期采用者。随着提供沉浸式游戏体验的高质量 VR 游戏的发展，虚拟现实游戏的受欢 ...

Core Viewpoint - The article discusses the potential of Meta Platforms as a leading AI company among the so-called "Magnificent Seven" stocks, emphasizing its strong return on investment from AI initiatives and its leadership in AI glasses technology [1][2]. Group 1: AI Initiatives and ROI - Meta is experiencing a solid return on investment (ROI) from its AI initiatives, with a reported 5% increase in time spent on Facebook and a 6% increase on Instagram due to improvements in its AI-powered recommendation model [4] - The changes to Meta's recommendation model have also led to a 5% boost in ad conversions on Instagram and a 3% increase on Facebook in Q2 [4] - A significant portion of Meta's ad revenue is now generated from advertisers utilizing the company's generative AI capabilities, particularly benefiting smaller advertisers [5] - The company plans to continue investing heavily in AI, expecting compelling returns from these investments through 2026 [6] Group 2: AI Glasses Leadership - Meta has established itself as the market leader in AI glasses, with sales of Ray-Ban Meta glasses accelerating in Q2, indicating strong demand that outpaces production [7] - The company is also developing new products like the Oakley Meta HSTN performance AI glasses, which are expected to be commercially successful [7] - Meta's Orion prototype suggests future integration of augmented reality into its AI glasses, with hints of a smaller display being introduced before full AR capabilities [8] Group 3: Superintelligence Investment - Meta is investing in the development of superintelligence, aiming to lead in artificial general intelligence (AGI) technology [9] - The company is focused on assembling small, talent-dense teams to drive frontier research in superintelligence [10] - Zuckerberg has expressed optimism about the potential for developing superintelligence, indicating that it could significantly impact Meta's systems in the coming years [10] - If successful, Meta's advancements in superintelligence could lead to substantial growth beyond its current market cap of nearly $2 trillion, positioning it as a major winner in the AI sector [10]

Semi content in the Ray-Ban Meta 3: Our industry checks suggest the third-gen model may further strengthen AI-driven multimodal features, including real-time object detection and environmental comprehension. The device is projected to retain similar semiconductor solutions, while its camera setup will probably stick with Sony's 16MP CIS. August 7, 2025 12:36 AM GMT Greater China Semiconductors | Asia Pacific Chips in Glasses: China brand AI glasses, WOW... Alibaba unveiled its WOW glasses. Separately, Omniv ...

-      Customer expands smart glasses usage following multi-year engagement with LogistiVIEW and VuzixROCHESTER, N.Y., Aug. 6, 2025 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today announced that it has received and shipped against a six-figure dollar follow-on order for Vuzix M400™ smart glasses from LogistiVIEW, a warehouse execution system (WES) software provider that s ...

Snap (SNAP) Q2 2025 Earnings Call August 05, 2025 05:00 PM ET Company ParticipantsDavid Ometer - Head - IR & Capital MarketsEvan Spiegel - CEO, Co-Founder & DirectorDerek Andersen - CFOMark Mahaney - Senior MDJustin post - Managing DirectorEric Sheridan - Managing DirectorBenjamin Black - Co-Head Internet Equity ResearchConference Call ParticipantsRoss Sandler - MD & Senior Internet Research AnalystRichard Greenfield - Partner, Media & Technology AnalystMark Shmulik - MD & Senior Analyst - US InternetDan Sa ...

Snap (SNAP) Q2 2025 Earnings Call August 05, 2025 05:00 PM ET Speaker0Good afternoon, everyone, and welcome to Snap Inc. Second Quarter twenty twenty five Earnings Conference Call. At this time, are in a listen only mode. I would now like to turn the call over to David O'Meader, Head of Investor Relations.Speaker1Thank you, and good afternoon, everyone. Welcome to Snap's Second Quarter twenty twenty five Earnings Conference Call. With us today are Evan Spiegel, Chief Executive Officer and Co Founder and Der ...

Group 1 - Snap shares fell 17% after market close due to slower revenue growth in Q2, partly caused by a pricing mistake for advertisers [1] - Q2 revenue grew 39% year-over-year to $1.34 billion, with advertising revenue of $1.174 billion rising 4% [3] - Daily active users increased by 9% year-over-year to 469 million [2] Group 2 - The timing of Ramadan affected advertising revenue comparisons, as the holiday occurred earlier in Q1 this year [3] - The company expects Q3 revenue to be between $1.475 billion and $1.505 billion, with daily active users projected at 476 million [4] - Snap delivered adjusted EBITDA of $41 million and $24 million in free cash flow [4] Group 3 - Time spent on Spotlight grew 23% year-over-year in Q2, now accounting for over 40% of total content viewing time [5] - Snapchat+ subscribers approached 16 million in Q2 [5] - Snap plans to launch standalone lightweight AR glasses in 2026, aiming to enhance its position in augmented reality [5] Group 4 - Sponsored Snaps initiative has shown effectiveness, delivering up to a 22% increase in conversions when included in campaigns [6] - Snapchat introduced Sponsored Snaps from creators, allowing advertisers to send messages directly from creators to users [6]

Financial Performance - Snap reported second-quarter revenue of $1.345 billion, reflecting a 9% year-over-year increase, surpassing the Street consensus estimate of $1.344 billion [1] - The company incurred a loss of 16 cents per share, which aligned with analyst expectations [1] User Growth - Snap ended the quarter with 932 million monthly active users, marking a 7% increase year-over-year [2] - The number of daily active users reached 469 million, up 9% year-over-year [2] Product and Feature Development - CEO Evan Spiegel highlighted the growth in the global community and emphasized investments in AI and augmented reality [3] - Spotlight achieved over 550 million monthly active users on average, with time spent on Spotlight increasing by 23% year-over-year, now accounting for over 40% of total content time spent [3] - Snap Map also grew to more than 400 million monthly active users during the quarter [4] Future Outlook - The company is focusing on diversifying revenue growth through improvements in its ad platform, aided by advancements in AI [5] - Snap plans to launch its first consumer-ready Specs AR glasses in 2026, which is seen as a significant milestone for the company [5] Stock Performance - Following the earnings report, Snap's stock declined by 14.48% to $8.03 in after-hours trading, within a 52-week trading range of $7.08 to $13.28 [6]

Core Viewpoint - Wearable Devices Ltd. has been granted a continuation patent that enhances its gesture recognition technology, allowing for more intuitive and touchless control in various digital ecosystems, including AR and smart devices [1][4][5]. Group 1: Patent and Technology - The newly granted patent expands the protection around the company's neural interface technologies, reinforcing its leadership in user interactions [1][4]. - The patent introduces a method to accurately extract start and end points from continuous gestures, enabling seamless control gestures without physical contact or voice triggers [3][4]. - This innovation aims to improve user experience by eliminating the need for clunky workarounds often found in traditional gesture-based systems [2][3]. Group 2: Company Vision and Market Position - The continuation patent supports the company's vision of creating a world where natural human intent seamlessly integrates with digital systems, enhancing user experiences [5]. - Wearable Devices is positioned as a pioneering growth company in human-computer interaction, leveraging AI-powered neural input technology for both consumer and business markets [6]. - The company offers products like the Mudra Band and Mudra Link, which enable touch-free interaction and are designed for the expanding AR/VR/XR markets [6].

The following press release corrects information previously announced by AR Alliance on July 31, 2025. PISCATAWAY, N.J., Aug. 01, 2025 (GLOBE NEWSWIRE) -- The AR Alliance announces that Sony Group Corporation has joined the alliance as an associate member. The AR Alliance provides a supportive and neutral environment for organizations of all sizes to take an active role in advancing and strengthening the augmented reality hardware development ecosystem.  Diverse organizations across the expanding, global AR ...