6月5日，高德地图旗下高德开放平台正式发布智能眼镜解决方案，标志着其在空间计算与智能穿戴领域 的技术创新迈入新阶段。 作为专业领先的出行和位置服务解决方案提供商，阿里巴巴集团旗下高德地图依托AI大模型、北斗高 精定位技术，并应用Planner-Executor创新技术理念和架构，率先推出全球首个集"感知、规划、执行、 表达"于一体的全链路AI导航智能体（NaviAgent），重新定义了智能出行的行业技术理念，为与各领域 合作伙伴深度协同打下坚实的技术底座。 目前，高德已与Rokid、雷鸟创新、逸文、星纪魅族等AR行业领军企业达成战略合作，共同推出基于智 能眼镜的导航智能体（NaviAgent）应用，建设"AI+AR"导航新生态。 通过深度场景化的Agent能力，高德智能眼镜解决方案实现了本地生活服务与导航功能的深度融合：一 方面，它可提供深层次结构化信息查询服务，涵盖用户评分、榜单排行、门票价格、开放时间等多维度 内容；另一方面，依托智能语音交互系统，支持用户执行包含路径偏好设定的复杂导航指令。 不仅如此，基于地图导航生态与大规模数据基座的高阶导航HUD展示，可动态感知实时路径、后方来 车、红绿灯读秒等信息， ...

insights 量子位 Al眼镜「预选赛」格局报告 The Research Report of Al Glasses Industry 2025.06 量子位智库 QbitAl Insights 刘铁鹰 tieying@qbitai.com | 目 录 | 01 | ꢀꢁꢂꢃꢄꢅꢆ | | --- | --- | --- | | | 02 | ꢀꢁꢇꢈꢉꢊ | | | 03 | ꢀꢁꢋꢌꢍꢎꢏ | | | 04 | ꢀꢁꢐꢑꢒꢓ | | | 05 | ꢀꢁꢔꢕꢖꢗ | ꢀꢁAIꢂꢃꢄꢅARꢆꢇꢅꢈꢄꢉꢊꢋꢌꢍꢎꢏꢐꢑꢒꢓꢔꢕAIꢖꢗꢘꢙꢚꢛꢜꢝꢞꢟꢠꢡꢢꢣ ꢤꢥꢠꢦꢧRay-Ban Metaꢨꢩꢖꢗꢪ2023ꢫ10ꢬꢭꢮꢯꢰꢕꢱꢲꢳꢎꢴꢵꢶꢷꢸ200ꢹꢺꢣRay-Ban Metaꢐꢻ ꢼꢽꢾꢿꢨꢩꢖꢗꣀꣁꣂꣃ꣄ꣅꢐꢕꣅꢩꢻꢨꢩ꣎꣏꣐꣑ꢕ꣒꣓ꢋ꣔꣕꣖꣗꣘꣙ꢐꢜ ꢣ AIꢖꢗ꣠꣡꣢꣣ꢕ꣤꣥꣦꣧꣨ꢜ꣩ꢵꢦꢦꢧꢶ꣪꣫꣬꣭ꢕ꣮꣯꣰꣱ꣲꣳꣴꣵꣶꣷꢣ꣸꣹꣺ꣻ꣼ꢗꢂꣽꣾ꣓ꣿ ꣖꣗꤀ꣿ꤁ꢕ꤂꤃ꢤ꤄꤅꤆꤇꤈꤁꤄꤅꣥ꢐꣻ꤉ꤊ꤁ꣾꢣ꣭ꢝꤋꤌꢁꢜꤍꤎꣵꤏꢐꢦꢧꤐꤑꤒꤓꤔꢐꢘ ꤕꢝꢣ ꤖꤗ꣭ꢝꤘꤙꢕꢵꤚꤛꢨꤜꢘꤕꤝꣵꤞAIꢖꢗꣻ꤉ꤊ ...

深圳一直是全球人工智能眼镜创新的策源地。2025年3月，深圳市工信局发布《深圳市加快推进人工智 能终端产业发展行动计划（2025-2026年）》，将聚焦人工智能手机、人工智能计算机、人工智能平板 电脑、大模型一体机、人工智能可穿戴设备、全屋智能产品等共9大产品品类。到2026年，全市人工智 能终端产业规模达8000亿元以上、力争一万亿元。《行动计划》将智能眼镜列为重点赛道。 记者从联盟揭牌大会上了解到，目前深圳龙岗眼镜产业聚集了1500多家企业，占全市眼镜企业数量 80%，眼镜年产量1.25亿副，在全球高端市场占比超50%，集中了全国90%的高端设计师，形成了完整 产业链。 推动AI眼镜OS开源系统平台研发建设 记者从大会上获悉，凭借移动通信、智能终端、新型显示等领域的全产业链优势，深圳已形成覆盖"芯 片研发-光学设计-整机组装-场景应用"的完整生态。随着国产端侧AI模型性能跃升、产业链自主化程度 提高，目前深圳不仅成为全球AI眼镜创新的策源地，更向"全球AI眼镜第一城"发起冲刺。 锚定"全球AI眼镜第一城"目标，深圳又有动作。南都湾财社从深圳市商业联合会获悉，近日，深圳市AI 眼镜产业联盟正式揭牌，标志着深 ...

4月28日，"成都发布"发布消息，2025年一季度，成都产业经济交出一份亮眼答卷，工业投资增长 93%，占固投比重持续提高。与此同时，高技术产业投资增长92.0%，其中高技术制造业投资增长 161.6%，规模以上高技术制造业增加值增长14.6%。其中，新能源汽车、锂离子电池、智能手表产量分 别增长4.1倍、100.3%、90.8%，成为拉动增长的重要引擎。 ...

Zepp Health (ZEPP) Q4 2024 Earnings Call March 26, 2025 07:00 PM ET Company Participants Grace Yujia Zhang - Director of Investor RelationsWang Huang - Founder, Chairman & CEOLeon Cheng Deng - Chief Financial OfficerSiddharth Rajeev - Head of ResearchYan Yeung - Chief Operating OfficerNicolas Britten-Jones - Managing Director Conference Call Participants None - Analyst Grace Yujia Zhang And other risks and uncertainties are included in the company's annual report on Form 20 F for the fiscal year ended 12/31 ...

Financial Data and Key Metrics Changes - Overall sales in Q4 2024 rose by more than 40% quarter over quarter, aligning with guidance despite macroeconomic headwinds and supply bottlenecks [3][21] - Gross margin for 2024 reached 39%, up from 26.2% in 2023, indicating significant margin expansion [4][23] - Cash on hand at the end of 2024 was $112 million, providing ample runway for market investments [4][30] - Adjusted operating loss for Q4 2024 was $7.4 million, the narrowest in the past four quarters, demonstrating sequential improvement [27][28] - GAAP net loss for Q4 2024 was $36.9 million, including various impairments and deferred tax asset valuation allowances [28] Business Line Data and Key Metrics Changes - The successful launch of the T Rex3 smartwatch significantly boosted sales and market demand, establishing a strong position in the outdoor and sports smartwatch segment [5][21] - The Amazfit Active2 and BIP6 series are expected to drive further sales growth in the entry-level segment [7][11] - The T Rex series has outperformed competitors, achieving higher profitability and steady growth [11][12] Market Data and Key Metrics Changes - Global smartwatch sales fell by 7% in 2024, primarily due to a decline in Apple Watch shipments, which dropped by 19% [18][19] - Sales in China grew from 19% to 25% of the market, marking a significant shift in market dynamics [19] - The Indian market saw a decline from 30% to 23% due to issues with ultra-cheap devices [19] Company Strategy and Development Direction - The company is transitioning towards a brand-empowered, high-margin business model, focusing on technological innovation and global marketing [3][4] - A comprehensive smart wearable ecosystem is being built, integrating advanced AI-driven health solutions and performance tracking [14][15] - The strategy includes launching one to two new products every quarter in 2025, aiming for a different demand pattern compared to 2024 [22][61] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about growth in 2025, driven by new product launches and a focus on AI features [20][45] - The company is confident in its long-term growth trajectory, supported by a robust product pipeline and strategic partnerships [15][30] - Despite challenges in 2024, the company effectively managed costs and is positioned for sustained growth [32] Other Important Information - The company is committed to maintaining a lean operating structure while investing in R&D and marketing [25][27] - A share repurchase program will continue in 2025, reflecting confidence in the company's long-term value [15][31] Q&A Session Summary Question: Impact of new tariffs on Chinese smartwatch imports - Management indicated minimal impact due to proactive supply chain management and dual sourcing strategies [17][35] Question: Details on impairment losses and tax increases - Impairment losses were due to investments in upstream and downstream technology companies that underperformed [38][41] Question: Shift in demand towards lower-priced players - Management noted that while the market declined, segments like outdoor and sports smartwatches, particularly the T Rex series, are performing well [43][45] Question: Long-term strategy and vision for a global health ecosystem - The company is diversifying its product portfolio and exploring B2B opportunities while focusing on consumer health solutions [49][52] Question: Relationship with Xiaomi and its impact - The relationship remains strong, but the company is focusing on self-branded products to achieve profitability before expanding revenue with Xiaomi [55][59] Question: Stock liquidity and market valuation - Management acknowledged the stock's illiquidity and emphasized ongoing buyback programs and strategic growth initiatives to enhance market perception [63][65] Question: New product roadmap for 2025 - The company plans to launch multiple new products across different price segments, which is expected to drive significant growth in 2025 [70][73]

"现在的 AI 眼镜，还不是真的 AI 眼镜" 文丨张家豪 编辑丨程曼祺 我们获悉，AI 眼镜领域正在进行数笔新融资，其中已经进入交易后期的有主打 AR 游戏场景的 Viture（行者无疆）和目前产品形态主要为 AI 和 AR 结合 的 Even Realities（逸文科技），两家公司的最新估值均超过 1 亿美元。 据了解，美团联合创始人王慧文也在近期投资了 Viture，这家成立于 2021 年的公司的老股东还有蓝驰创投、BAI 资本和真知创投等。 Viture Pro 可连接游戏机、作为游戏大屏使用，主攻游戏用户。 Viture 创始人姜公略曾在微软亚洲研究院、Google 和 Rokid 工作，Viture 在今年 8 月曾表示，其累计销售额已破两亿元人民币。 "在欧美市场，Viture 是少有的占住了游戏眼镜消费者心智的品牌。" 一位 AI 投资人评价。 Even Realities 则由坚果投影前首席产品官王骁逸于 2023 年成立，今年 9 月前后已获红杉中国投资。 Even Realities G1，它没有扬声器也没有摄像头，镜片有一块单色显示屏幕，用于显示翻译、导航和通知提示信息。 大卖的 ...