12月15日记者从雷鸟创新获悉，近日，第三方数据机构Counterpoint Research发布的《2025年Q3全球AR 智能眼镜品牌厂商出货份额报告》显示，中国品牌雷鸟创新RayNeo以24%的市场份额，连续两个季度 蝉联全球AR智能眼镜市场第一。与此同时，IDC、CINNO Research等多家第三方研究机构的报告也指 出，2025年Q3，雷鸟创新在中国大陆市场销量持续领跑。 值得关注的是，雷鸟创新这一成绩，诞生于行业竞争急剧升温的关键窗口期。2025年下半年以来，全球 AR眼镜市场热潮持续，Meta首款带显示的AR眼镜RayBan Meta Display正式开售，阿里巴巴发布了夸克 AI眼镜S1、G1两个系列共6款单品，Google首款基于Android XR平台的AI眼镜也在近期被提上日程。 在此竞争态势下，雷鸟创新现出强劲增长韧性，其海外市场销量在2025年同比激增3.8倍，产品入驻 Amazon、Sam's Club、Best Buy、BJ's等主流零售渠道，覆盖全球超25个国家和地区，累计服务用户突 破50万。在刚刚结束的Amazon黑五大促中，雷鸟Air 3s Pro斩获平台AR眼镜品 ...

Core Viewpoint - The pricing logic of Chinese stocks is subtly changing, with China taking a more proactive role in global trade, and the manufacturing sector entering a globalization development cycle. The real estate market is stabilizing, leading to a shift in economic thinking, while macro tail risks are decreasing. New technologies and industries are emerging, creating more opportunities in structural development areas [1]. Group 1: New Consumption Trends - The pet food industry is experiencing a simultaneous increase in volume and price, driven by diversified growth and strong brand loyalty, suggesting significant potential for leading brands [2]. - The gold and jewelry sector is expected to maintain a favorable outlook through 2026, with a focus on the value retention of gold jewelry and the strengthening of leading brands [2]. - The collectible toy market is evolving towards a global business model, transitioning from a single product focus to an integrated IP and ecosystem approach, highlighting the importance of strong brand positioning [2]. - The new tobacco sector is seeing stricter regulations but a steady recovery in the compliant market, with increased penetration of heated tobacco products (HNB) [2]. - The AI smart glasses market is projected to grow significantly, with sales expected to reach 1.8 million units by 2026, indicating a shift in product development priorities [2]. - The two-wheeler market is undergoing regulatory changes that are optimizing the industry structure, with leading companies expected to benefit from improved product offerings [2]. Group 2: Cyclical Opportunities - The home furnishings sector is anticipated to remain in an adjustment phase until 2026, with growth driven by demand for soft and smart home products [3]. - The paper industry is facing a tightening supply of wood chips, which may support a gradual recovery in pulp prices, with leading companies expected to enhance their competitive advantages [3]. - The metal packaging industry is seeing increased concentration, with expectations of slight price increases in 2026, while the paper and plastic packaging sectors are maintaining stable demand [3]. Group 3: Export Dynamics - Following the US interest rate cuts, expectations for real estate improvement are rising, and corporate orders are showing signs of recovery, with leading companies benefiting from localized production strategies [5]. - Companies with global layouts, such as home furnishings and automotive brands, are demonstrating resilience and expanding their brand influence through mature local operations [5]. Group 4: Textile and Apparel - The outdoor apparel market is projected to grow significantly, with a CAGR of 9.6% for outdoor clothing and 9.2% for footwear from 2025 to 2029, driven by product innovation [6]. - The men's clothing and home textile sectors are showing resilience, with leading companies benefiting from high dividend yields and online sales growth [6]. - The textile manufacturing sector is optimistic about external demand, with healthy channel inventories and improving orders, particularly in Indonesia as a key production destination [6].

市场越来越清楚，想做好一款AI智能眼镜，要先让产品可以被用户戴一整天；而不少企业本就已经拥有AI、显示等相关技术，似乎只要做好取舍、让产 品真正有用，就很容易拿到这个赛道的入场券。 在近期的AI智能眼镜市场中，大厂跨界的消息越来越多。 近日，谷歌宣布其正着手开发两种不同类别的AI眼镜：一类配备显示屏，另一类则主打音频功能。谷歌还表示，第一款合作开发的AI眼镜将于2026年上 市。另据智能涌现报道，腾讯内部已开始小范围研究AI眼镜方向；字节跳动在去年立项了两个AI眼镜项目…… 而大厂的发力也并不只停留在传出消息这一层面，近几日，单是拿出新产品的大厂就有两家。 11月27日，预热多时的夸克正式发布了旗下两个系列的AI眼镜产品；几天后的12月3日，理想汽车正式推出了旗下首款人工智能硬件产品——理想AI眼镜 Livis。 大厂们之所以对AI智能眼镜趋之若鹜，与这条赛道逐渐明晰的迭代方向以及软硬件技术的逐步落地有关。 当然，行业中的创业公司也都跟上了热潮。随着行业关注度的提升，以Rokid、雷鸟、XREAL等为代表的智能眼镜品牌纷纷加快了迭代速度，逐渐被更多 消费者熟知。 但挑战也接踵而至。在每一个新对手的实力都不容小 ...

科技巨头谷歌将于2026年发布AI（人工智能）眼镜，并在XR（扩展现实）领域推出多项重磅更新。 比起传统的眼镜，Aura要更大更重，硬件形态与XREAL其他产品很类似：一个AR投屏眼镜，以有线的 形式连接一个Android XR计算终端——终端还能充当一个触控板。不同的是，Aura支持和头显一样的手 势交互，并带有透视效果，用户能够看到周围环境，应用界面投射其上。 目前，AI和XR眼镜赛道中的竞争正在持续升温。Meta一直是该领域最活跃的参与者，凭借Ray-Ban和 Oakley品牌获得了积极的评价。 当地时间12月8日，谷歌在The Android Show活动上宣布，公司将于2026年发布由AI驱动的智能眼镜， 硬件厂商三星、Gentle Monster和Warby Parker将参与设计。谷歌计划发布两款自带谷歌Gemini大模型的 AI眼镜：一种采用无屏幕辅助，内置扬声器、麦克风和摄像头，将在明年面世；另一种增加了镜片内 显示，能够提供导航和语音翻译等功能。 该消息意味着，谷歌将正式重返智能眼镜赛道。今年5月，谷歌联合创始人Sergey Brin曾表示，他从谷 歌眼镜过去的失败中吸取了教训：由于当时的 ...

近期，AI眼镜赛道热度持续攀升。12月10日，多位消费者向记者反馈，阿里于11月底发布的夸克AI眼镜S1目前市场处于"一镜难求"状态，在二手交易 平台上，该现货价格已被炒至4000—6000元区间。 作为夸克推出的旗舰AI眼镜产品，S1系列配有不同框型和颜色共三款单品，起售价3799元，于11月27日在天猫、抖音、京东等主流电商平台同步开 售。 记者查询发现，当前天猫、抖音、京东等线上平台均显示该产品已售罄。天猫旗舰店客服回应称，受产能限制，目前每天上午10点会限量补货，但通常 在半小时内即被抢空，建议消费者提前关注。客服同时表示，品牌方正在加紧备货，以缓解供应紧张。 值得一提的是，不仅线上渠道紧缺，线下门店同样面临供货压力。有合作门店工作人员表示，目前店内暂无现货，新订单普遍需等待一个月左右。 旺盛的市场需求催生了二手交易市场的火爆。在闲鱼等二手交易平台上，该款眼镜的转手价格普遍维持在4000元左右。而对于少数可"立即发货"的现 货，卖家叫价甚至超过5000元，远超3799元的官方起售价。此外，市场上还出现了租赁服务，夸克AI眼镜的日租金在40元至95元不等。 ¥6000 包邮 换机补贴 以旧换新享最高55 ...

梦瑶 发自 凹非寺 量子位 | 公众号 QbitAI 2025的硬件战场一开局就跑偏到眼镜上，而冲到最前面的，叫 乐奇Rokid 。 据IDC预测，2025年中国智能眼镜出货量预计同比暴涨107%，冲到275万台，手机厂说要重做交互，创业公司跟着一起涌过来，连车企都忍 不住来占个"眼镜位"。 满地都是新品，满眼都是入局者，智能眼镜正从极客玩具变成一门真正的抢手生意，在这场从年初卷到年尾的百镜混战里，有一家创业公司始 终稳稳站在「节奏」的前面。 今年2月， 乐奇Rokid 创始人 祝铭明 一句"发言稿就在我的眼镜里"让乐奇Rokid火爆出圈，之后Rokid Glasses五天售出 4万台 的渠道成 绩、Kickstarter 401万美元 的众筹纪录，像连环重拳一样砸进行业里。 不到一年， 乐奇Rokid 在产品、生态、全球化上的几次关键落子，让智能眼镜这条赛道的节奏和坐标系都悄悄换了版，越来越多厂商开始不 自觉地对齐它的路径。 而 乐奇Rokid 的2025，比这一串数字呈现的故事，更完整，也更耐看。 今年智能眼镜的路子被乐奇Rokid跑明白了 今年看一轮又一轮的智能眼镜新品，会发现行业的重心已经悄悄换了方向 ...

新华财经北京12月10日电近日，夸克AI眼镜S1在多渠道频频"上架即售罄"。发货周期已被拉长至45天， 而在二手交易市场，现货价格更是被炒到4000-5000元。天猫、抖音、京东等主流电商平台显示，夸克 AI眼镜S1均处于售罄状态。 （文章来源：新华财经） 针对"一镜难求"的现状，天猫旗舰店官方客服回应称，由于当前产能有限，每天上午10点会限量上架一 批货，"但通常不到半个小时就会被抢光，建议有需要的用户10点准时来选购"。客服表示，目前正在紧 急增产备货，尽快让消费者能收到货。 据统计，在夸克AI眼镜S1开售后的短短4个小时内，产品便迅速登顶天猫、京东、抖音三大平台的智能 眼镜相关热销榜。11月27日晚的数据显示，该款产品一举夺得天猫XR设备行业销量与店铺双第一、抖 音电商智能设备榜榜首，并牢牢占据京东智能眼镜实时销售排行首位。 线上抢不到，线下同样面临严重的缺货问题。据线下合作门店工作人员透露，目前门店并无现货，新订 单普遍需要等待一个月左右。这意味着，夸克AI眼镜目前的订单量已经透支了未来约45天的产能，供 应链正面临极限考验。 在闲鱼等二手交易平台上，夸克AI眼镜S1已成为硬通货。数据显示，该款眼镜的 ...

近日，夸克AI眼镜S1在多渠道频频"上架即售罄"。发货周期已被拉长至45天，而在二手交易市场，现货 价格更是被炒到4000-5000元。天猫、抖音、京东等主流电商平台显示，夸克AI眼镜S1均处于售罄状 态。 线上抢不到，线下同样面临严重的缺货问题。据线下合作门店工作人员透露，目前门店并无现货，新订 单普遍需要等待一个月左右。这意味着，夸克AI眼镜目前的订单量已经透支了未来约45天的产能，供 应链正面临极限考验。 在闲鱼等二手交易平台上，夸克AI眼镜S1已成为硬通货。数据显示，该款眼镜的转卖价格普遍维持在 4000元左右。对于部分能够"秒发货"的现货产品，卖方更是给出了超过5000元的高溢价，远超官方售 价。市场上还衍生出了"租赁"业务。据悉，夸克AI眼镜的每日出租价格在40元至95元不等，足见市场尝 鲜需求的旺盛。 据统计，在夸克AI眼镜S1开售后的短短4个小时内，产品便迅速登顶天猫、京东、抖音三大平台的智能 眼镜相关热销榜。11月27日晚的数据显示，该款产品一举夺得天猫XR设备行业销量与店铺双第一、抖 音电商智能设备榜榜首，并牢牢占据京东智能眼镜实时销售排行首位。 针对"一镜难求"的现状，天猫旗舰店官方客服 ...

当行业一度陷入"概念炒作""硬件堆砌"的浮躁期，影目INMO以长期主义深耕无线一体式AI+AR智能眼 镜，逐一攻克了困扰全行业的关键瓶颈：光学引擎的迭代实现了更高清晰度与私密性，镜框设计的优化 解决了长时间佩戴的舒适度痛点，双电池磁吸换电设计则有效破解了用户的续航焦虑。其新品INMO GO3更是行业技术集大成者——采用CNC五轴工艺打造轻盈机身，首创领夹音箱INMO Speaker搭配AI 拟声，实现261种语言的双向对话实时翻译，支持AI语速追随提词、AR识人等功能，不仅推动产品 从"可行"走向"可用"，更重新定义了智能眼镜"专业性与实用性兼具"的行业标准。 影目INMO x 吴晓波：双向奔赴，一个新物种开始走向主流 吴晓波牵手影目INMO，对智能眼镜行业而言是一次极具分量的认知背书。作为以洞察时代趋势、记录 产业变革著称的财经作家，此次合作从来不是对短期流量的追逐，而是对行业发展的前沿判断。从《激 荡三十年》复盘中国商业变迁，到细致探究技术对产业结构的重塑，吴晓波始终关注行业发展。其选择 成为影目INMO品牌挚友，本质上是向整个市场传递核心信号：智能眼镜已从单纯的技术猎奇产品，进 化为足以影响未来生活方式 ...

Core Insights - The AI glasses market is rapidly transitioning from conceptual exploration to productization and ecological competition, with a 9.81% increase in the AI glasses theme index since November 24, 2023, and 10 out of 12 trading days showing gains [1] - Major players including tech giants, automotive companies, and startups are entering the AI glasses sector, leading to a diversification of product forms and increasing acceptance among consumers [1][6] - The industry is expected to see significant investment opportunities as technological advancements drive market demand [1] Product Launches - On December 9, 2023, the AI glasses theme index rose by 0.33%, with notable stock increases from companies like Qian Zhao Guang Dian (up 11.40%) and Pu Ran Co. (up 9.58%) [2] - Google announced collaborations with Samsung, Gentle Monster, and Warby Parker to develop two types of AI glasses, with the first product expected to launch in 2026 [2] - Alibaba's Quark AI glasses S1 topped sales charts shortly after its release, featuring advanced AI capabilities for voice and photo queries [3] - Li Auto launched its first AI glasses, Livis, which weigh only 36 grams and offer 18.8 hours of battery life, focusing on vehicle control and AI interaction [3] Company Involvement - Several listed companies are actively engaged in the R&D and manufacturing of AI glasses components, with Yu Tong Optical planning to supply molded glass for AI glasses and other new consumer markets in 2024 [4] - Crystal Optoelectronics is focusing on AR near-eye displays and other optical components for AR glasses [4] - Longying Precision has been collaborating with Google for over ten years, indicating a strong relationship with major tech players [4] Market Projections - IDC forecasts that by 2026, global smart glasses shipments will exceed 23.687 million units, with China's market expected to surpass 4.915 million units, marking a significant growth phase [5] - Analysts suggest that 2025 could be a pivotal year for AI glasses, with rapid growth anticipated in 2026 as product forms and interaction methods evolve [6] Investment Opportunities - Analysts recommend focusing on two main investment themes: the potential sales boost from new AI glasses releases in 2025-2026 and the anticipated turning point for AR glasses products [6][7] - The entry of major companies into the AI glasses market is expected to accelerate industry development, with smart glasses poised to become a major consumer electronics category [6][7]