Core Viewpoint - The entry of Xiaomi into the AI glasses market is seen as a significant move, positioning its product as a next-generation personal smart device with AI capabilities, aiming to create a new consumer engagement channel [1][2]. Group 1: Market Overview - IDC predicts that global smart glasses shipments will reach 14.518 million units by 2025, with China's market expected to hit 2.907 million units, reflecting a year-on-year growth of 121.1% [2]. - Xiaomi aims for over 300,000 units in sales for its AI glasses, indicating a competitive outlook in a market where major players like Google and Amazon are also planning to release AI glasses [2]. Group 2: Product Features and Positioning - Xiaomi's AI glasses are priced at 1,999 RMB, comparable to Ray-Ban Meta's starting price of approximately 2,144 RMB, suggesting a strategic pricing approach to attract consumers [1]. - The glasses support 14 mainstream apps, including Douyin and Kuaishou, enhancing their appeal through social media integration [3]. Group 3: Competitive Landscape - ByteDance is a notable competitor in the AI glasses space, with plans to explore new wearable interactions, leveraging its large user base from platforms like Douyin [4]. - Meta's strong user engagement, with 3.43 billion daily active users, positions it as a formidable player in driving sales through social sharing [4]. Group 4: Cost and Future Development - The hardware cost of Xiaomi's AI glasses is approximately 1,272 RMB, higher than Ray-Ban Meta's 1,049 RMB, indicating potential for cost reduction as the market matures [5]. - The future of AI glasses may lean towards lightweight AI+AR products, with Meta planning to launch AR glasses by 2027, suggesting a shift in consumer expectations and technology integration [6].

产品整体配置下来，据咨询机构Wellsenn XR小米AI眼镜BOM拆解报告显示，小米每副AI眼镜综合成本 约1281元，对比1999元的起售价，仍有较大盈利空间。对此数据，Rokid创始人祝铭明对记者表示，还 需要考虑ODM（原始设计制造商）与影像音质等方面的调教成本，其中ODM企业负责从概念设计到量 产的全部环节，品牌方仅参与需求确认和最终验收。调教成本指为了使AI眼镜在图像拍摄、视频录制 以及音频播放等方面达到良好效果所投入的成本，涉及硬件调试、软件算法优化等多个环节。 小米在AI眼镜方面的动作试水意味比较重。 受益于小米集团（1810.HK）发布旗下首款AI眼镜，6月27日，AI眼镜概念高开，相关成分股冲高回 落。Wind数据显示，小米产业链指数（884665）涨0.48%。 具体产业链企业合作方面，据商络电子（300975.SZ）披露，公司为小米智能眼镜间接供应被动器件和 射频器件等产品；作为小米公司客户的中科创达（300496.SZ）主要与小米在软件开发领域具有广泛合 作；佰维存储（688525.SH）为小米提供ePOP存储芯片，系闪存和内存垂直堆叠封测的产品；歌尔股份 （002241.SZ）表示 ...

今日（6.27）港股再度走高，恒生科技ETF基金（513260）盘中涨近1%！值得关注的是，恒生科技ETF基金 （513260）是同类唯一费率最低档的产品，管理费率仅0.15%。 消息面上，据报道，6月26日晚间，小米汽车官微发布消息称，YU7正式发布后3分钟，大定突破20万辆。同日晚 间，小米创始人、董事长兼CEO雷军在小米人车家生态发布会上宣布，小米汽车首款SUV车型YU7标准版的售价 为25.35万元，比Model Y便宜1万元。YU7另有Pro版和Max版，售价分别为27.99万元和32.99万元。受消息影响， 小米美股ADR一度涨超10%。 华泰证券表示，小米YU7一小时大定突破289000台，相当于公司之前宣布的2025年全年出货目标的82.5%，超出市 场预期。YU7推出9款颜色，标准版 835km续航，全系搭载700TOPS英伟达THOR芯片、激光雷达、V6s Plus超级电 机以及天际屏全景展示等。辅助驾驶方面，YU7全系标配1000万Clips版本，小米XLA大模型将在下半年升级。 华泰证券认为：1）标准版/PRO版/MAX版定价25.35/27.99/32.99万元，同等车型低于特斯拉定 ...

小米汽车"二孩"小米YU7终于如期正式发布。 6月26日晚间，在小米人车家全生态发布会上，小米集团创始人、董事长兼CEO雷军宣布，小米汽车旗下首款SUV车型小米YU7正式上市，同时还发布了小 米AI眼镜等十余款人车家全生态新品。 随后，小米YU7，3分钟大定超20万辆，1小时大定超28.9万辆。雷军激动地说："大家一起见证了中国汽车工业的一个奇迹。" 那么，对小米YU7今年销量如何预判？北京工厂整体产能如何安排？ 雷军向新京报贝壳财经记者表示，只要比SU7好就行，要竭尽全力推动进一步扩产，一定要把产品质量搞好，也一定要加快交付。 "小米YU7是小米真正走向汽车主战场的开始，将面对最强大的对手、直面最残酷的竞争。"不过，雷军认为，"只要开始追赶，就走在赢的路上。" 雷军在发布会现场。企业供图 "大家一起见证了中国汽车工业的一个奇迹" 2024年初，小米启动了YU7整车测试。截至目前，历时539天，覆盖296个城市，道路实测里程达到649万公里。 小米YU7是小米第二款汽车，首款SUV车型。小米YU7定位"豪华高性能SUV"。 小米YU7全系搭载小米V6s超级电机、小米智能底盘和800V碳化硅高压平台，长续航，标 ...

2025.06. 26 本文字数：1446，阅读时长大约3分钟 作者 | 第 一财经 吕倩 王珍 2025年初以来，"百镜大战"这个口号被喊了六个多月，小米集团（1810.HK）对AI眼镜的预热也持 续数月。6月26日，这款定位"面向下一个时代的个人智能设备"的硬件产品终于面世。 AI眼镜最早可以追溯至2008年立项的爱普生AR眼镜BT-100，2012年Google Project Glass将智能 眼镜概念引入大众视野。十余年的发展时间，AI眼镜从小众产品升级为开始产生规模化产品需求的 品类。据Wellsenn XR，2025年一季度，全球AI智能眼镜销量60万台，同比增长达216%，主要由 Ray Ban Meta贡献。除了小米，下半年阿里、三星等十几个品牌也将发布新品，Meta预计将在三 季度发布多款不同功能和形态的AI智能眼镜。 从技术层面来讲，是否具备显示功能是划分AI眼镜过渡阶段与成熟阶段的重要指标。AI眼镜要么主 要作为"AI语音眼镜"或"AI拍照眼镜"，提供基础的语音交互和拍照功能；要么逐步演变为"AI+AR眼 镜"，深度融合AI大模型，实现更复杂的人机交互和情境感知，可实现虚拟内容与现实场 ...

小米的"科技春晚"来了，新车小米YU7和AI眼镜一起冲击了科技圈。 6月26日，小米人车家全生态发布会召开。小米集团创始人、董事长兼CEO雷军正式发布了起售价1999元的小米AI眼镜和起售价25.35万元的新车小米 YU7。 小米汽车官微随后称，3分钟，小米YU7大定突破200000台。 小米AI眼镜售价1999元起 在本次发布会上，雷军发布了小米AI眼镜（AI Glasses）。他表示，AI眼镜"是面向下一代的个人智能设备，随身的AI入口"。据介绍，小米AI眼镜采用了 经典的设计，D型的方框，专为亚洲的脸型做过优化，不夹头、不卡耳，最重要的是重量只有40克，全天佩戴无负担。 AI眼镜都有什么功能？雷军表示，这款眼镜是第一人称相机，能够解放双手，随时拍照或者拍视频，比如说陪孩子、陪宠物玩的时候，能够第一时间记 录精彩的瞬间。从相机功能来看，小米AI眼镜拥有1200万像素的大光圈、高动态相机，而且还支持防抖，按一下镜架上的按键就能拍摄。 此外，小米AI眼镜还是一款开放式耳机，内置5颗麦克风，立体声双单元，实现了逆声场防漏音技术和6级强风抗风噪。得益于相机和耳机、麦克风的功 能，小米AI眼镜支持三方APP视频通话 ...

Core Insights - The launch of AI glasses by Xiaomi marks a significant step in the transition from the transitional phase to the mature phase of AI glasses technology [3][4] - The global sales of AI smart glasses reached 600,000 units in Q1 2025, representing a year-on-year growth of 216%, primarily driven by Ray-Ban Meta [3] - The presence of display functionality is a critical indicator distinguishing between transitional and mature stages of AI glasses [3][6] Industry Development - The AI glasses market has evolved from niche products to a category with growing demand, with major brands like Xiaomi, Alibaba, and Samsung expected to release new products in the latter half of the year [3][4] - The development timeline of AI glasses shows a progression from initial exploration (2010-2013) to market expansion (2014-2016) and the integration of AI technology (2017-2022) [5] Technological Aspects - Xiaomi's AI glasses feature basic functions such as AI voice assistance and navigation, with potential for enhanced interaction and immersion if display capabilities are added [4][6] - The complexity of "AI+AR" functionality requires significant technological advancements, including optical solutions and algorithm optimization [6] Market Dynamics - The entry of major players like Xiaomi is expected to boost market confidence and accelerate consumer education regarding AI glasses [6][7] - The competitive landscape indicates that AI glasses are not a winner-takes-all market, with companies needing to identify specific user groups and product offerings [7] Pricing and Sales - Xiaomi's AI glasses are priced starting at 1999 yuan, and pricing will significantly influence short-term sales performance [7] - The current stage of AI glasses is characterized as "half toy, half tool," with tool attributes accounting for approximately 30%-40% of their functionality [7]

据每日经济新闻消息，小米AI智能眼镜于6月26日晚正式发布，吸引超3万人在发布会前"盲约"。尽管智 能眼镜市场热度上升，但业内人士表示，目前尚无厂商通过该产品盈利。小米此次选择了带摄像头的 AI智能眼镜，并采用自研的Vela系统。尽管市场对小米的进入感到压力，但也期待其建立行业标准化框 架，推动生态完善。业内认为，智能眼镜市场未来发展潜力大，但小米未必能"一统天下"，仍需面对激 烈的市场竞争。 ...

Group 1 - The core focus of the articles is on the growth potential of AI and computing power sectors, particularly in the context of AI smart glasses, which are expected to drive the next wave of technological advancement in wearable devices [1][2]. - The AI smart glasses market is transitioning from an exploratory phase to a high-growth phase, with significant advancements in technology and product offerings anticipated [1][2]. - Predictions indicate that global sales of AI smart glasses could reach 5.5 million units by 2025, representing a 135% year-on-year growth, with further projections suggesting sales could reach 1.4 billion units by 2035, achieving a penetration rate of approximately 70% [2]. Group 2 - The integration of AI and AR technologies is seen as the future of smart glasses, with expectations that these products will replace traditional smart glasses and reach a scale comparable to smartphones [2]. - Investment strategies are recommended to focus on core components, modules, and leading companies in the AI smart glasses supply chain, as the industry trend towards AI terminals has been established [2]. - The performance of funds focused on AI, such as the Hui'an Growth Preferred Mixed Fund, has shown strong returns, indicating a favorable investment environment for those looking to capitalize on the AI sector [3].

以下文章来源于硬氪 ，作者胡依婷 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 日活跃用户超400万，覆盖超190个国家。 文 ｜ 胡依婷 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业官网 硬氪获悉，近日AI硬件内容平台"葫乐科技"宣布完成数千万元Pre-B轮融资，本轮融资由视觉特效和虚拟现实内容提供商数字王国 领投，资金将用于研发投入、生态建设与品牌市场拓展。 "葫乐科技"是一家为玩家和开发者提供AI、XR空间+跨操作系统SDK+海量游戏/文娱的体感内容服务平台。其产品可预装在AR眼 镜、智能手表、耳机、投影仪等硬件APP中，公司已和苹果、三星等全球超五十家硬件厂商合作，日活跃用户超400万，覆盖超 190个国家。 智能穿戴设备市场增长迅猛。Precedence Research数据显示，2023年以头戴式设备、AR眼镜等为代表的智能穿戴设备市场规模达 到了600亿美元，预计将于2034年超4000亿美元。 硬件产品市场空间提升之际，空间交互算法门槛较高且复杂，考验各大厂商开发团队的技术水平与效率；当前多数智能硬件如智 能手表更多作为工具型产品使用，缺乏生态内 ...