美股继续上演Meme股狂欢，但散户投资者的"宠儿"在迅速更迭。上周翻倍飙涨的房地产科技公司OpenDoor Technologies最近两日 持续回落，周二被炒上天的"昔日百货巨头"Kohl's周三就两位数大跌。 而另外两只最近被散户热捧的Meme股周三双双下跌。周二收涨超50%的Kohl's（KSS）早盘跌超10%，截至本周一六个交易日内涨 超300%的Opendoor（OPEN）在周二收跌约10%后周三早盘又跌超20%。 这场投机热潮延续了近期的市场狂热情绪，散户交易者通过社交媒体平台协调行动，专门狙击被大量做空的低价股。期权交易数据 显示，Krispy Kreme周二的看涨期权交易量创下纪录，超过10万份合约，相当于过去四年日均交易量的71倍。 分析师认为，这种现象反映出市场情绪的极度高涨，但缺乏基本面支撑。Capital.com高级市场分析师Daniela Hathorn表示，以上 Meme的股价股价和交易量的大幅飙升主要由社交媒体热议、轧空和技术突破推动，尽管相关公司的基本面业务并无重大变化。巴 克莱已对此发出"泡沫警报"，建议投资者谨慎应对这种过度投机行为。 新目标锁定：GoPro和Krispy ...

智通财经APP获悉，亚马逊(AMZN.US)收购可穿戴AI初创公司Bee的消息引发市场关注。这家旧金山初 创企业的联合创始人玛丽亚·德·卢尔德斯·佐洛通过LinkedIn平台宣布了交易进展，她在帖文中表示："我 们优秀的团队和社区最初孕育的梦想，如今将在亚马逊找到新的发展平台。" 成立于2022年的Bee(注册名Bluush Inc.)以开发先锋手环闻名，这款定价50美元的可穿戴设备具备实时记 录与转录用户活动的能力，可自动生成待办事项清单并总结对话内容。根据PitchBook数据，该公司此 前已完成约850万美元融资，此次收购的具体金额尚未对外披露。 亚马逊发言人亚历山德拉·米勒确认，所有Bee员工已收到加入亚马逊的邀请，但交易尚未完全闭环。她 强调，Bee设备在设计上注重用户隐私保护，虽然默认状态下会持续转录用户交互内容，但配备了静音 功能键，用户可自主控制设备运行状态。"我们始终将客户隐私与安全置于首位，确保用户能轻松掌控 使用体验，这一原则同样适用于Bee产品。"米勒在邮件声明中写道。 根据《2025-2030年智能穿戴行业动态研究及市场盈利预测报告》，2025年全球可穿戴设备市场规模预 计达1020 ...

Group 1 - The number of registered smart wristband companies in China has significantly decreased since 2022, with only 1 company registered by May 2025, down from a peak of 224 in 2020 [1] - Guangdong province leads in the number of smart wristband companies, accounting for 90.63% of the total with 1,180 companies, while other provinces like Jiangsu, Anhui, Beijing, and Shandong have significantly fewer [2] Group 2 - In 2024, only Xiaomi among the top five smart wristband brands achieved sales growth, while Huawei's sales declined by 9.7%. Xiaomi's success is attributed to its product strategy, which includes maintaining previous pricing while upgrading materials and features [4] - Xiaomi and Huawei are rapidly expanding their overseas markets, with Xiaomi's shipments in the Middle East, Europe, and Latin America increasing by 125%, 34%, and 63% respectively, while Huawei's shipments in various regions saw increases ranging from 100% to 190% [7] Group 3 - The competition between smart wristbands and smartwatches is becoming increasingly blurred, with trends showing larger screens for wristbands and lighter designs for smartwatches, indicating a shift towards integrated functionalities and enhanced user experiences [10] - Smart wristbands primarily focus on fitness and health monitoring, while smartwatches offer a broader range of features, including voice assistants and third-party app support, highlighting the evolving landscape of wearable technology [11]

中国AI眼镜行业丨研究报告 前言： 距离下一个"iPhone时刻"还有多远 "iPhone时刻" 用来描述那些标志性、划时代的时刻——当某个技术产品或创新的出现，彻底改变了某个行 业或领域的格局，并且深刻影响了人们的日常生活和社会结构。 而站在今天的视角，我们不禁要问：下一个"iPhone时刻"何时出现？ AI眼镜不仅是科技的产物，更可能成为一种新的生活方式，一种无形中打破人与世界之间的界限的媒介。无 论是增强现实带来的全新体验，还是人工智能所赋予的智慧，它们都在这副眼镜里找到了完美的容身之地。 我们可以想象，在不远的将来，它将不再只是一个工具，而是融入我们生活的伙伴，成为我们与世界、与他 人、与自我之间沟通的桥梁。 但这一切，还距离我们究竟有多远？是几年的努力，还是更长时间的沉淀？也许今天的技术还在试探，设计 还在蜕变，市场还在观察。 但AI眼镜，或许正悄然走在这条路上，等待着那个"iPhone时刻"的到来，等待着未来的一道曙光，帮助我 们"看清"整个世界。 AI眼镜定义及分类概览 人工智能赋能传统眼镜产品，功能性及实用性日趋完善 AI 眼镜是一种创新型可穿戴设备，其在传统眼镜产品的基础上增加了人工智能技术 ...

近日，中国智能戒指品牌开创者RingConn的「RingConn 健康」APP迎来重大升级，为用户带来了一系列令人惊喜的新功能，涵盖运动监测、健康计划管 理、实验性功能体验以及女性生理期监测等多个方面，助力用户开启更加智能、便捷、个性化的健康生活新体验。 运动自动识别，记录更智能 在运动监测方面，RingConn智能戒指现已支持自动识别多种运动类型，如日常的走路、跑步、骑行等。用户运动时无需手动操作，也无需保持联网状态， 只要运动时长达到10分钟以上，RingConn智能戒指就能自动记录运动情况。同时，心率监测准确度显著提升，确保每次运动数据精准捕捉。 对于未被自动识别的运动，用户可手动补充60多种运动记录，确保训练记录全面覆盖。用户每次编辑都会优化RingConn智能戒指的算法，让运动识别愈发 精准。此外，用户还能自定义运动强度评分（1-10分），这不仅使卡路里计算更个性化，还能更真实地反映每次运动的感受。 计划回顾功能则提供了按周维度的统计与趋势展示，帮助用户长期追踪和复盘健康行为，让自律变得轻松可行。 RingConn实验室，抢先体验与探索健康更多可能 运动结束后，RingConn 健康APP可一键生成 ...

本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 影目科技 日前 完成超 1.5亿元B2轮融资，由普华资本、梁溪产发集团、神骐 资本联合投资。本轮资金将用于下一代产品研发、AI核心能力建设、供应链纵深及线下场景拓展，进 一步夯实影目在AI+AR终端赛道中的技术优势与生态布局。 值得一提的是， 进入 2025年，AR智能眼镜市场加速从"技术验证"阶段向"用户扩张"迈进。影目打 造的INMO AIR3，已成为场景化与技术融合的代表产品 —— 作为全球首款量产的 1080P无线一体 式AR眼镜，INMO AIR3搭载自研IMOS 3.0空间操作系统，集成AI语义交互、空间计算、多屏协同 能力。同时，INMO AIR3支持虚拟大屏、AUTO AI助手等多项核心功能，已广泛应用于办公、娱 乐、社交、出行等高频日常场景，并在2025年618期间一经开售即售罄，迅速登顶京东XR与AI眼镜 类目单品榜首 。 此外， 影目科技 今年 先后与中国移动、腾讯应用宝、亚洲眼镜达成深度合作，持续拓展智能眼镜 的内容生态与 AI能力边界，并逐步建立起深厚的渠道能力。 1、 ...

Company Overview - Wearable Devices Ltd. is a technology growth company specializing in AI-powered touchless sensing wearable devices [6] - The company offers products for both consumer and business markets, including the Mudra Link and Mudra Band for B2C consumers, and the Mudra Development Kit for B2B enterprises [4][6] - The flagship product, Mudra Link, is a neural input wristband that enables hands-free, gesture-based control of digital devices using neural signals [3][6] Product Highlights - Mudra Link began shipping earlier this year and is compatible with multiple platforms including Android, iOS, Windows, and macOS, as well as leading AR glasses [3] - The product has received a CES 2025 Innovation Award and has been praised for its intuitive interface and low-latency performance [3] - The Mudra Band integrates stylish design with advanced AI to empower consumers, while the enterprise solutions provide tools for immersive experiences [6] Industry Context - XR Fair Tokyo is a leading B2B exhibition focused on virtual reality, augmented reality, mixed reality, and the broader metaverse ecosystem [2] - The event serves as a platform for companies to showcase innovations across various industries, including entertainment, manufacturing, and education [2] - The growing adoption of gesture-based controls in smart glasses and face-worn devices is highlighted as a trend in the industry [5] Upcoming Events - Wearable Devices will exhibit at the Fifth XR Fair Tokyo from July 2 to July 4, 2025, at the Tokyo Big Sight convention center [1] - The company aims to showcase how Mudra enables seamless, hands-free interaction across AR use cases during this event [5]

Core Viewpoint - Rokid has launched the world's first payment-enabled smart glasses, Rokid Glasses, which integrates Alipay's "Look and Pay" feature, allowing users to make payments hands-free while shopping [1][3]. Group 1: Product Features - Rokid Glasses has surpassed 250,000 global orders and will begin delivery at the end of June [3]. - Users can complete payments by simply saying, "Loki, pay 10 yuan," which triggers the glasses to scan the payment code and confirm the transaction through voice recognition, taking approximately 10 seconds [4]. - The glasses enhance user experience by allowing payments without needing to access a smartphone, making it particularly convenient in busy or messy situations [4]. Group 2: Payment Security - Alipay emphasizes a multi-dimensional risk control system to ensure transaction security, including voice recognition and device binding to prevent unauthorized payments [7][8]. - The payment process involves precise voice recognition, which is crucial for maintaining security, and users can set transaction limits and frequency [7][8]. - Alipay's CTO highlights the importance of a multi-layered verification system, including real-time location and device status checks, to enhance payment security [8]. Group 3: Industry Implications - The introduction of AR glasses with payment capabilities marks a significant milestone in the industry, expanding the use cases for smart glasses and integrating payment as a core functionality [9][10]. - This development is seen as a transition from traditional payment methods to a new era of payment experiences, appealing particularly to younger consumers [9]. - The collaboration between Rokid and Alipay aims to further enhance user experiences with additional services, such as quick payments for parking and utility bills [10].

Core Insights - The RingConn Gen 2 Smart Ring has won the prestigious 2025 iF Design Award, recognized for its innovation, aesthetics, and functionality among nearly 10,000 global entries [1][3][14] Product Performance - The RingConn Gen 2 Smart Ring integrates advanced medical monitoring capabilities for Obstructive Sleep Apnea Hypopnea Syndrome (OSAHS), allowing for convenient home monitoring through photoplethysmography (PPG) signals and blood oxygen saturation data [6][9] - It features a high accuracy rate of 90.7% in sleep apnea monitoring, enabling users to track their health continuously over several days using a mobile app [9][14] User Experience and Design - The smart ring is designed with user comfort in mind, weighing only 2 grams and measuring 2 millimeters in thickness, making it one of the lightest and thinnest smart rings available [10] - It employs an ergonomic design that fits the natural shape of fingers, enhancing the wearing experience [10] - The materials used include aerospace-grade titanium for durability and medical-grade epoxy resin for skin-friendliness, reflecting a user-centered design philosophy [10] Software Ecosystem - Unlike competitors, the RingConn smart ring offers a fully free app service, allowing users to access health data and personalized recommendations without subscription fees [10][11] - The app translates complex health data into intuitive charts and timelines, aiding users in understanding medical metrics [11] Market Trends - The recognition from the iF Design Award highlights the growing consumer interest in health management products that combine technological strength with aesthetic design [14]

Industry Overview - The smart wristband is a wearable smart device that allows users to record real-time data related to exercise, sleep, and diet, syncing this data with their smartphones to guide a healthier lifestyle [1] - The smart wristband industry involves multiple segments, including upstream raw material and component suppliers, midstream device manufacturers, and downstream sales channels and application fields [4][5] Industry Development - The development of smart wristbands in China has progressed through several stages: initial phase, rapid growth phase, mature phase, and is currently in the innovation development phase, focusing on product differentiation and smart upgrades [6] - The market for smart wristbands is projected to grow at an annual rate of 18%, potentially reaching a market size of 21 billion yuan by 2030 [24] Market Size and Sales - In 2024, China's smart wristband market is expected to see a shipment volume of 17.99 million units, representing a year-on-year growth of 20.2% [14] - The total market size for smart wristbands in China is estimated to be approximately 7.78 billion yuan in 2024, driven by the "national subsidy" policy [15] Competitive Landscape - The smart wristband market is characterized by a "dual oligopoly" structure, with Xiaomi and Huawei dominating approximately 85% of the market share [21] - Xiaomi has emerged as the only brand among the top five to achieve growth, largely due to the successful launch of the Xiaomi Band 9, which has enhanced features and performance [21] Policy Support - The Chinese government has implemented various policies to support the development of wearable devices, particularly in health monitoring applications, encouraging advancements in technology and component manufacturing [11][12][13]