IT桔子出品 融资交易 10 November 星期一 每周精选 不可错过 WEEKLY NEWS 1. Metropolis完成5亿美元股权融资，并获11亿美元贷款额度 Metropolis总部位于洛杉矶，其宏大叙事已超越"无感停车"本身。它正试图通过计算机视觉和支付基础 设施，将线下空间的"到达"行为本身货币化，打造一个无缝的交易入口其成为"下一代基础设施服务 商"的目标，意味着它希望成为线下流量的重要分配节点，其未来的盈利模式可能从收取停车费转向更 广阔的交易佣金和数据服务。 2. Ripple完成5亿美元融资，获Citadel Securities等华尔街巨头投资 Ripple此轮5亿美元融资由Citadel Securities、Fortress等传统华尔街巨头领投，其象征意义巨大。这标志 着在《GENIUS法案》等监管框架逐步明朗后，大型传统金融机构正从过去的观望甚至质疑，转向系统 性押注区块链金融基础设施融资的核心目的之一是支持其合规稳定币RLUSD的扩张，这是其从相对狭 义的跨境支付网络，向全栈式金融基础设施（稳定币+托管+清算）转型的关键一步。 Ripple高估值的背后，存在一个不容忽视的" ...

Group 1: Investment Highlights - Thunderbird Innovation completed a record financing round in the AI+AR glasses sector, led by CITIC Jinshi, with funds aimed at accelerating technology development and ecosystem construction [2] - Time Technology raised 300 million RMB in a B++ round, marking its second financing round in 2025, and signed a procurement agreement for 350 eVTOL aircraft worth 1 billion USD with Autocraft [2] - Sensing Intelligence, focused on "robot perception," completed a Pre-A round financing with undisclosed amounts, aimed at enhancing technology development and market expansion [3] Group 2: Company Developments - Hongyi Technology, targeting AI+industrial digitalization, aims to provide comprehensive solutions for small and medium-sized manufacturers, with significant funding directed towards reducing AI usage barriers [4] - Suzhou Xinshi Nuo Semiconductor Equipment Co., Ltd. announced a strategic financing round to enhance R&D and market expansion in the semiconductor automation sector [5] - MatriQ, specializing in neutral atom quantum computing, completed a seed round financing to advance core technology development and industrial application [6] Group 3: Robotics and AI Integration - Alsaik, an intelligent pneumatic company, completed a multi-million Pre-A round financing to enhance product development and market positioning [7] - Simple AI, a company in the embodied intelligent robotics sector, raised 200 million RMB through consecutive seed rounds to support commercialization efforts [8] - The establishment of the Henan Electric Equipment Fund, with a scale of 300 million RMB, aims to invest in new electric equipment manufacturing, enhancing local industry development [9] Group 4: International Collaboration - A partnership between Binhai New Area and Yida Capital at the Future Investment Initiative Conference aims to strengthen cross-border capital and industry cooperation, with an initial agreement of 80 million USD [10] - A strategic action plan in Shandong focuses on advancing the robotics industry, aiming for significant technological breakthroughs and the establishment of innovation platforms by 2028 [11]

人民财讯11月7日电，11月7日，雷鸟创新宣布近期完成由中信金石领投、中信证券国际资本及中信证券 投资共同参与的新一轮融资。本轮融资创下2025年国内AI+AR眼镜领域单笔融资金额的最高纪录，资 金将用于加速在AI+AR眼镜的技术研发及生态建设，进一步巩固和扩大雷鸟创新在全球消费级AI+AR 眼镜市场的领先地位。 ...

Market Overview - The market experienced a significant drop in the afternoon, with both the Shanghai Composite Index and the Shenzhen Component Index falling over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.17 trillion, an increase of 486.5 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index fell by 1.76%, the Shenzhen Component Index by 1.43%, and the ChiNext Index by 0.69% [1] Small-cap Growth Stocks - CITIC Securities indicated that small-cap growth stocks exhibit greater resilience, especially after December 2023 when market confidence was low and funds were tight [2] - From January 2024, sectors like AI and smart vehicles have shown repeated activity, shifting market focus back to small-cap and growth stocks [2] - Following May 2024, geopolitical and macroeconomic factors are expected to further dampen market sentiment, leading to a shift back to large-cap value stocks, which are seen as more stable [2] AI Applications and Policy Impact - Guojin Securities highlighted six key directions for innovative applications that could accelerate the implementation of AI, including product realization on intelligent computing platforms [3] - The optimization and improvement of processes can occur in three dimensions, driving medium to long-term equipment upgrade investments [3] - Specific areas of focus include the optimization of microbial fermentation processes, new material applications, and the development of innovative pesticide products [3] AI and AR Glasses Industry - Huatai Securities noted that the Meta Connect conference is set to take place on September 17-18, where Meta is expected to unveil new smart glasses and redefine AI glasses through hardware and software innovations [4] - Other companies like Xiaomi, Rokid, and Xreal have also launched AI/AR glasses, while major international firms such as Google, Samsung, Apple, and Amazon are clarifying their plans for AI/AR glasses [4] - The long-term potential of glasses as an "Always-on" interaction interface is emphasized, alongside the short-term catalysts from new product launches by leading companies [4]