Core Insights - AI glasses are emerging as a competitive industry, with predictions indicating a global market size of $150 billion by 2030, marking it as a significant industry opportunity [1] - Shenzhen is accelerating innovation and upgrading in AI glasses technology, aiming to become the "global AI glasses capital" with a concentration of companies in the sector [1][6] - The demand for AI glasses is rapidly increasing, with a projected shipment of 12.05 million units globally by 2025, reflecting an 18.3% year-on-year growth [5] Industry Trends - The AI glasses market is evolving from basic functionality to lightweight, intelligent, and fashionable designs, with companies like Thunderbird Innovation and LIPO Li Bai leading the charge [2][3] - The integration of AI technology into smart glasses is expanding their application across various scenarios, enhancing user experience with features like real-time translation and environment recognition [2][3] - The competitive landscape is characterized by rapid product iterations and a focus on practical applications, as seen with products like the Thunderbird X3 Pro and LIPO Li Bai's near-sighted management glasses [3][4] Market Dynamics - Companies in Shenzhen are leveraging a complete industrial chain, from design to production, to enhance their market responsiveness and innovation capabilities [6][7] - The local market is witnessing a surge in demand for AI glasses, with significant sales growth reported, particularly in the domestic market [5][8] - The international expansion of Shenzhen-based companies is underway, with plans to enter markets in Southeast Asia, Europe, and the Middle East, capitalizing on their technological advantages [8][9]

Group 1 - Xiaomi announced the launch of its AI glasses, aimed at the next generation of personal smart devices, set for release on June 26 [1] - Rokid Glasses, the world's first mass-produced consumer-grade AI+AR glasses, achieved 250,000 global pre-orders and marked a breakthrough in domestic production across the entire supply chain [1] - The AI glasses are expected to quickly reach a level of widespread adoption due to their lightweight design, affordable pricing, and the maturity of required technologies [1] Group 2 - The demand for AI glasses is driven by their integration with high-penetration products like all-in-one devices and Bluetooth headsets, catering to frequent work and entertainment scenarios [1] - Existing dense networks of optical shops provide a solid offline channel foundation, enabling low-cost offline experiences and marketing [1] - AI glasses are anticipated to become a new generation of computing terminals with significant growth potential [1] Group 3 - The AI glasses market is in a rapid growth phase, with multiple manufacturers entering the space, leading to a rich product matrix and diverse price ranges [1] - The progress of model integration and AI function upgrades is expected to accelerate the multi-modal demand for AI glasses, evolving them into versatile AI assistants for various scenarios [1] - Companies like GoerTek and Rockchip are establishing technological barriers in the AI glasses sector, with GoerTek focusing on a full-chain technology approach and Rockchip leveraging AI computing chips [1]

Core Viewpoint - The A-share AI glasses concept experienced significant fluctuations, with notable stocks like Zhili Fang rising over 10% and Hao Shang Hao hitting the daily limit, indicating strong market interest in AI glasses following Xiaomi's announcement of an upcoming product launch [1] Group 1: Market Performance - Zhili Fang's stock increased by more than 10% during the trading session [1] - Hao Shang Hao reached its daily limit, reflecting heightened investor enthusiasm [1] - Other companies such as Pinming Technology, Juxin Technology, Tonglian Precision, Zhongke Lanyun, Huicheng Vacuum, and Yingpais also saw their stocks rise in response to the news [1] Group 2: Industry News - Xiaomi officially announced the launch of its AI glasses, scheduled for tomorrow at 7 PM [1]

Core Viewpoint - The AI glasses concept has seen a significant surge, with companies like Zhili Fang experiencing over a 10% increase in stock price following the announcement of Xiaomi's AI glasses launch [1] Group 1: Market Reaction - Zhili Fang's stock rose by more than 10% during the trading session [1] - Other companies in the sector, including Hao Shang Hao, Pinming Technology, and others, also saw their stock prices increase [1] Group 2: Product Launch - Xiaomi officially announced that it will unveil its "next-generation personal smart device," which is the Xiaomi AI glasses, on the evening of June 26 [1] - Rokid Glasses, the world's first mass-produced consumer-grade AI+AR glasses, officially began mass production on June 24, with 250,000 global pre-orders already secured [1] - The Rokid product has achieved a breakthrough in domestic production across the entire supply chain [1]

Group 1 - The core viewpoint of the news is that Huashengchang is strategically investing in the AI glasses sector through its subsidiary, Deep Sensing, to enhance its market competitiveness and develop a new ecosystem for testing and measurement instruments [1][2][3]. Group 2 - Huashengchang's subsidiary, Deep Sensing, is investing 7 million yuan to hold a 70% stake in a joint venture aimed at developing AI glasses, with a total registered capital of 10 million yuan [1]. - The AI glasses market is experiencing significant growth, with global wearable technology expected to reach $431.74 billion by 2034, driven by the implementation of AI features and advancements in SoC technology [2]. - Major tech companies like Meta, Baidu, Huawei, and Xiaomi are already active in the AI glasses market, with Meta reporting a 209% year-on-year increase in sales of its Ray-Ban Meta AI glasses [2]. - The focus of the new joint venture is to create a new ecosystem for professional testing and measurement instruments, leveraging AI glasses for industrial applications [3]. - The company plans to develop industrial-grade AI glasses for applications in industrial measurement, inspection, and maintenance, enhancing its product competitiveness [3]. - Huashengchang has a strong commitment to R&D, continuously investing in technology and product development to align with international trends and promote innovation [4].

Core Insights - The technology industry is calling for a wearable revolution, with smart glasses expected to become a significant accessory after smartphones, as evidenced by a projected shipment of 12.05 million units globally by 2025, reflecting an 18.3% year-on-year growth [1] Group 1: Technological Breakthroughs - DPVR AI Glasses feature EIS electronic stabilization technology, effectively eliminating image shake during activities like running and cycling, ensuring smooth recording [2] - The glasses incorporate distortion correction algorithms to address the "fisheye effect" of traditional wide-angle lenses, enhancing image clarity and overall coherence for first-person vlogging [2] - HDR dynamic range correction technology allows the glasses to adapt to complex lighting conditions, preserving details in both bright and dark areas, resulting in high-quality images [4] Group 2: Scene Innovation - The design of DPVR AI Glasses emphasizes lightweight materials and structural optimization, enhancing user comfort and increasing wear time across various scenarios, from business meetings to casual outings [5] - The glasses plan to integrate with Baidu's intelligent cloud platform, transforming from a mere recording device into a comprehensive smart assistant capable of real-time transcription and personalized adjustments based on environmental conditions [5] Group 3: Industry Positioning - DPVR has accumulated over 200 core patents in the VR/AR field and has received accolades such as the German iF Design Award, showcasing its commitment to innovation and quality [6] - The upcoming DPVR AI Glasses, set to launch in the second half of 2025, aim to redefine the boundaries between technology and daily life, leading the industry from hardware competition to ecosystem competition [9]

每经记者｜蔡鼎 每经编辑｜兰素英 当地时间周三，Alphabet旗下的无人驾驶出租车（Robotaxi）公司Waymo宣布，下个月其出租车服务将 重返纽约市。之前在2021年，Waymo已在曼哈顿部分地区进行了初步的地图测绘和数据收集，此次回 归是为了进行更多的地图绘制以及测试工作。不过在初始阶段，Waymo不会提供完全的无人驾驶出租 车服务，而是将配备人类驾驶员，因为纽约州的法律不允许车辆在无人驾驶的情况下行驶。Waymo表 示，它正在推动修改法律，已经申请了纽约市的许可证，允许其出租车在曼哈顿自动驾驶，司机座位上 会有安全员。 点评：Waymo无人驾驶出租车重返纽约市进行地图绘制与测试，虽因当地法律限制需配备人类驾驶 员，但其推动法律修改并申请自动驾驶许可，展现了其在无人驾驶商业化落地上的持续推进与努力。 NO.4 OpenAI发布Altman专访，首次大谈GPT-5、AGI ｜2025年6月19日 星期四｜ NO.1 消息称特斯拉Grok车载AI助手即将上线：支持多个性定制 尽管特斯拉尚未将AI助手Grok集成到其车辆中，但相关固件代码显示，未来该功能将具备更逼真的交 互体验。马斯克曾在数月前透露，Gr ...

Market Overview - The smart glasses market in China has seen a significant increase in demand, with a projected shipment of 494,000 units in Q1 2025, representing a year-on-year growth of 116.1% [1] - The audio and audio-capturing glasses segment is particularly strong, with expected shipments of 359,000 units, marking a 197.4% increase [1] - Globally, the smart glasses market is anticipated to reach 14.518 million units by 2025, with China contributing 2.907 million units, reflecting a growth of 121.1% [1] Factors Driving Growth - The growth in smart glasses sales is attributed to three main factors: the integration of AI large models with AR technology, government subsidy policies enhancing product affordability, and continuous product innovation towards lightweight and diversified designs [1] - The development of AI large models has significantly improved the interactivity and practicality of smart glasses, while breakthroughs in AR technology have enhanced user experience [1] Industry Developments - Several manufacturers are launching new products to capture market share, including Rokid's launch of the first globally payable smart glasses and Meta's collaboration with Oakley for new AI glasses [2] - The price range for released products is generally between 1,000 to 3,000 yuan, facilitating wider adoption among consumers [2] - During the "6·18" shopping festival, popular models like the Thunder V3 were sold at discounted prices, further driving sales [2] Stock Market Performance - In the A-share market, there are 50 stocks related to smart glasses, with an average increase of 1.68% on June 18, and some stocks like Zhuoyue Technology and Shengli Precision seeing gains over 5% [2] - The smart glasses sector has shown strong performance this month, with an average increase of 6.44%, and 13 stocks achieving over 10% cumulative growth [2] Financial Performance - The profitability of smart glasses stocks has improved significantly, with a total net profit of 8.781 billion yuan in Q1, representing a year-on-year growth of over 20% [3] - Among the companies, Hengxuan Technology reported the highest growth in net profit, achieving 191 million yuan, a staggering increase of 590.22% [3] - The trend indicates that over 60% of the companies in the smart glasses sector have reported positive financial results, with many transitioning from losses to profitability [3]

现在中东已经乱成一锅粥了！全球资本市场都在担忧，国际原油价格像是做了"起跳机"，一会拉升，一 会跳水。 第二，A股还算比较稳当，没有出现大跌，扛住了氛围压力，主要是因为权重股比较稳，避险资金流入 石油、煤炭、运输、电力、大金融等板块，挺住了指数。 也就是说，两市这个节骨眼突然涨不动了，不算是坏事，国际氛围面紧张，扛住了诸多利空波及，得益 于权重股的稳盘。 今天市场震荡分化，三大指数均小幅飘绿，其中脑机接口概念股强势领涨，固态电池、稳定币、AI眼 镜、油气等板块盘中活跃，创新药方向再度冲高回落，IP经济概念同样陷入调整。全天成交12072亿， 较上一交易日缩量79亿，两市近3000只个股下跌，收盘，沪指下跌0.04%，深指下跌0.12%，创业板指 下跌0.36%。 那，两市突然涨不动了，原因是什么呢？我认为有两大原因：第一，伊以冲突愈演愈烈，加剧了市场担 忧情绪。现在中东的情况是，以色列誓言继续打击伊朗，美国喊话让所有人撤离德黑兰，伊朗找中间人 想认怂，但一方面又加快反击。以色列说打掉伊朗最高指挥阿里·沙德马尼，伊朗方面还没有证实，霍 尔木兹海峡有3艘船起火。 据相关机构分析，随着eVTOL（电动垂直起降飞行器 ...

智通财经APP获悉，2025年6月，华为正式发布Watch 5系列，首次将产品明确定位为"AI智能手表"。Canalys认为，这一命名不仅代表其 在技术路径上的演进，更反映出华为在可穿戴设备战略上的深层转变：从单一健康数据采集，转向具备主动干预能力的健康平台主入 口。在全球智能手表市场增速放缓、产品同质化严重的背景下，华为选择从"健康决策"入手，为智能穿戴打开了全新的增长想象力。这 不仅构建了技术与产品的高端壁垒，也为行业提供了可参考的未来范式。 Canalys (现并入Omdia)数据显示，2023–2024年全球智能手表市场增速下降至个位数，25年有所恢复，但增长主要依赖于低价产品功能下 沉与基础设备出货提升。高端智能手表的用户粘性不足、差异化价值不强，整体陷入增长停滞。在此背景下，华为Watch 5系列以"健康 干预能力"为核心卖点，尝试突破现有市场的增长天花板。 华为Watch 5系列的三项关键升级： 主动健康干预能力： 融合本地AI计算与多模态感知，不仅能识别健康风险（如异常心率、夜间呼吸问题），更能生成个性化干预建议， 并与远程医疗、紧急响应系统打通，成为日常健康管理的关键决策节点。 独立终端进化 ...