以下文章来源于字母榜 ，作者薛亚萍 字母榜 . 让未来不止于大 第一个完美闭环的大主播。 作者： 薛亚萍 来源： 字母榜 和西贝一战，不少人感叹：老罗回来了。 数月前，梁文锋得知罗永浩准备做AIOS（人工智能操作系统）时，他问罗永浩，"你为什么非 要做科技？"在梁文锋看来，一个人如果能在任何领域做到全国前几名，就不应该辜负这份天 分。而罗永浩，正是他眼中那个"最该靠嘴吃饭"的人。 对于罗永浩来说，这是漂亮的一战，设置议题，顺应民意。谁还记得，一个月前，他因脱口秀 节目，连发数十条微博和网友对骂，寸步不让。如今，罗永浩人设反转，他说支持自己的人有 90%，俨然成了舆论场里的正义化身。 无论外界如何看待，流量已经涌入到他最熟悉的战场：直播间。 罗永浩有些沮丧，但梁文锋的话，他听进去了。罗永浩坦言自己思考了这个问题，但还是不能 远离科技圈。 于是，几个月后，各大平台悄然出现一档播客：《罗永浩的十字路口》。罗永浩多了一个新身 份：播客对话者。 按照计划，罗永浩每周对话一位科技领袖或创业者等。在访谈中，罗永浩主动设置议题，相应 地产生舆论话题。比如首期对话李想，"李想哽咽感谢美团王兴"的话题就刷榜社交平台。 "靠嘴吃饭 ...

Core Viewpoint - The article discusses how Luo Yonghao has successfully created a closed-loop business model in the live-streaming industry, leveraging his ability to generate public discourse and convert that into sales through live broadcasts [4][12][35]. Group 1: Luo Yonghao's Business Strategy - Luo Yonghao has transitioned from being a tech entrepreneur to a prominent figure in live-streaming, effectively using his platform to set topics and generate traffic [10][35]. - During a recent conflict with Xibei, Luo's live-streaming attracted 10 million viewers and generated sales estimated at 50 million yuan, a significant increase from previous sales figures [11][28]. - Luo's ability to create public discourse has positioned him as a unique "topic-setting anchor" in the industry, contrasting with other streamers who chase traffic without engaging in public discussions [13][38]. Group 2: Challenges and Shifts in Focus - After experiencing setbacks in the AR sector, Luo acknowledged the difficulties in commercializing AR technology and shifted his focus towards AI, although initial product launches have faced delays [20][25]. - Luo's team has been actively recruiting for AI-related positions, indicating a continued interest in technology despite the challenges faced [26]. - The article highlights that Luo's public persona has evolved, with a growing emphasis on his role as a commentator and influencer rather than solely a tech entrepreneur [14][32]. Group 3: Public Perception and Influence - Luo's recent public engagements have significantly increased his follower count, with a notable rise of 700,000 followers in just one week during the Xibei controversy [34]. - Data analysis shows that 47% of online comments supported Luo during the recent public debate, indicating a strong public backing [33]. - Luo's ability to capture public sentiment and engage in timely discussions has solidified his status as a key figure in the live-streaming and tech discourse [36][40].

编者荐语： 个人看法：看不惯老罗不断挖苦俞敏洪，不过西贝这事没大问题，把预制菜问题放桌面上讨论挺好。 人，是一种复杂的生物，公德和私德不是完全对等。这让我想起了另外一个梗：100年前，每天抽烟喝 酒的岛国领导和不抽烟不喝酒喜爱艺术的某国领导，你更支持谁？ 以下文章来源于字母榜 ，作者薛亚萍 字母榜 . 让未来不止于大 和西贝一战，不少人感叹：老罗回来了。 数月前，梁文锋得知罗永浩准备做AIOS（人工智能操作系统）时，他问罗永浩， "你为什么非要做科技？" 在梁文锋看来，一个人如果能在任何领域做到全国前几名，就不应该辜负这份天分。 而罗永浩，正是他眼 中那个"最该靠嘴吃饭"的人。 罗永浩有些沮丧，但梁文锋的话，他听进去了。罗永浩坦言自己思考了这个问题，但还是不能远离科技 圈。 于是，几个月后，各大平台悄然出现一档播客：《罗永浩的十字路口》。罗永浩多了一个新身份：播客对 话者。 "靠嘴吃饭"的罗永浩，最近又和西贝开战。 对于罗永浩来说，这是漂亮的一战，设置议题，顺应民意。 谁还记得，一个月前，他因脱口秀节目，连发 数十条微博和网友对骂，寸步不让。如今，罗永浩人设反转，他说支持自己的人有90%，俨然成了舆论场里 的 ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . 图片来源：Meta 根据 《TrendForce 2025近眼显示市场趋势与技术分析报告》 ，AI赋能助力讯息提示类AR应用 兴起，预估2025年全球AR装置出货规模将年增9.1%，达到60万台。 TrendForce集邦咨询表示，Meta的AR新品搭载单眼近眼显示，可视角度(Field of View, FoV)为 20度，确立了20-35度FoV即可满足AI资讯辅助的需求。加上解析度600x600、像素密度 42PPD(pixel per degree)，与亮度5,000 nits的产品规格，精准锁定资讯提示类应用市场。 Meta未选择主流的单绿色LEDoS显示技术结合光波导的技术路线，而是采用由OmniVision(豪威) 供应的LCoS全彩显示屏，搭配Lumus的阵列光波导方案的原因为，LCoS具备技术成熟、可实现 单片全彩、成本可控等优势，平均功耗的表现也较优异，因此受Meta青睐。此举除了将推升搭载 LCoS显示技术的产品市占，也有机会提高这项技术的热度，促使其他品牌投入资源。 然而，LCoS在光机微 ...

Core Insights - Meta has launched its first mass-produced AR device, the Meta Ray-Ban Display Glasses, which utilizes LCoS display technology, expected to increase the market share of LCoS display products to 13% by 2026 [2] - The global AR device shipment is projected to grow by 9.1% in 2025, reaching 600,000 units, driven by AI-enabled information prompt applications [2] - Meta's AR glasses feature a 20-degree field of view (FoV), a resolution of 600 x 600, a pixel density of 42 PPD, and a brightness of 5,000 nits, targeting the information prompt application market [2] Technology Analysis - Meta opted for LCoS full-color displays from OmniVision instead of the mainstream single green LEDoS technology combined with waveguide technology due to LCoS's maturity, cost control, and lower average power consumption [3] - The competition between LCoS and LEDoS is expected to intensify before significant breakthroughs in LEDoS technology occur, which are anticipated post-2028, potentially increasing LEDoS market share to 65% by 2030 [3] - Current challenges for LCoS include miniaturization, high brightness, and high contrast, with companies like OmniVision and Himax Display actively pursuing next-generation display technology [3]

Core Insights - The article discusses the resurgence of Luo Yonghao, who has transitioned back into the public eye through his podcast and live streaming, leveraging his ability to generate public discourse and drive sales [5][19][21]. Group A: Luo Yonghao's Transition - Luo Yonghao has taken on multiple roles, including a tech entrepreneur, podcast host, and live streamer, with his streaming identity proving to be the most commercially viable [19][21]. - After a period of reflection prompted by Liang Wenfeng's comments, Luo decided to remain in the tech sphere while also capitalizing on his strengths in public speaking and discourse [2][11]. Group B: Impact of Public Discourse - Luo's recent public engagements, particularly his conflict with Xibei, have significantly increased his visibility and popularity, with 90% of public sentiment reportedly in his favor [5][17]. - During the peak of the controversy, his live streaming attracted 1.2 million viewers and generated sales estimated at 50 million yuan, a substantial increase from previous sales figures [6][14]. Group C: Business Model and Strategy - Luo's business model is characterized by creating public discourse that drives traffic to his live streams, where he can convert that traffic into sales [6][20]. - The article highlights Luo's ability to set topics in the public arena, which contrasts with other streamers who lack this capability, making him a unique figure in the industry [21][23]. Group D: Challenges and Future Directions - Despite his recent successes, the AR/VR industry is facing a downturn, with a reported 23.5% decline in global headset shipments in 2023, which poses challenges for Luo's tech ventures [10]. - Luo's team is reportedly shifting focus from AR to AI, with plans to release a new product that promises "disruptive innovation," although previous announcements have faced delays [11][24].

Group 1 - The core viewpoint of the article highlights the collaboration between Guangzhou Gudong Intelligent Technology Co., Ltd. and Shenzhen Guangfeng Technology Co., Ltd. in developing a leading "micro light engine + waveguide" integrated solution for the AR/VR industry, which is expected to address long-standing mass production challenges and drive the popularization of consumer-grade AR [1][2] - The manufacturing of AR glasses is described as a complex system engineering task, with the main difficulty lying in the optical module. Traditional methods require brands to source various components and manage intricate optical path adjustments, leading to compromises in size, brightness, power consumption, and cost [1] - The collaboration is characterized as a deep coupling of technology rather than a simple supply chain partnership, involving joint innovation in optical design, structural engineering, and thermal management, resulting in a comprehensive patent pool that creates significant technical barriers [2] Group 2 - The significance of this collaboration for the market is that it marks a transition for the AR industry from the "technical concept" phase to the "productization and commercialization" phase, with future attention focused on identifying the first major terminal customer and the timeline for mass production and delivery [2] - The optical solution has garnered interest from many major domestic and international companies, although specific client names have not been disclosed [2]

Group 1 - The core point of the article highlights the significant market reaction to the Federal Reserve's interest rate cut expectations, driven by weak employment data [3] - The ADP report showed only 54,000 new jobs added in August, which was 21,000 less than expected, leading to a 99.4% probability of a rate cut in September [3] - Technology stocks surged, with Amazon rising over 4%, while Nvidia faced bearish sentiment from Citigroup due to concerns over its short-term outlook [3][4] Group 2 - Meta is planning to launch an AI glasses priced at $800, which could disrupt the AR/VR market and intensify competition among tech giants like Apple and Google [4] - Oil prices slightly declined due to unexpected inventory increases and OPEC+ discussions on production increases, while gold prices fell below $3,570 amid profit-taking [4] - The market is showing a preference for technology stocks, with 14 out of the top 20 traded stocks being tech-related, indicating a strong focus on AI investments [4] Group 3 - The market anticipates 75,000 new jobs in the upcoming non-farm payroll data, but the previous ADP data's weakness has already priced in rate cut expectations [5] - A strong non-farm payroll report could lead to fears of the rate cut expectations being dashed, reminiscent of last December's market reaction [5] - The current market sentiment reflects a divergence in expectations, suggesting potential volatility regardless of the non-farm data outcome [5]

Core Insights - The article discusses the growth potential of the AR market, particularly with the upcoming release of AR glasses prototypes by international brands and Meta's anticipated launch of the Celeste AR glasses, leading to increased market attention [2][5]. Industry Trends - According to TrendForce, global AR shipments are expected to reach 600,000 units in 2025, driven by the introduction of AR devices and a decrease in OLEDoS product prices [2]. - The AR market is projected to experience strong growth momentum, with shipments expected to reach 32.1 million units by 2030, as high-end full-color AR technology matures and more sophisticated products from major international companies are released [5]. Regional Market Dynamics - Currently, China is the primary market for AR shipments, but with the entry of tech giants like Meta and Google, China's market share is expected to decline to 50.2% by 2030 [5]. Technological Developments - AI technology is helping consumers form clearer expectations for AR glasses applications, contributing to a gradual consensus on market standards [5]. - Brands are setting specific requirements for light engines, such as power consumption below 300mW, volume under 1cc, and weight under 3g, which, while challenging for suppliers, will help standardize specifications [5][6]. Market Standardization - Although standardization may limit brand differentiation and product iteration, it aids in achieving economies of scale and reducing costs, making it easier to meet consumer price expectations and attract more potential users to the AR glasses market [6]. - The active involvement of international companies like Meta and Google is accelerating supply chain development, with suppliers such as LUMUS, Goertek, JBD, Xreal, and Omnivision expected to benefit from market expansion [6].

Core Insights - The company reported total revenue of approximately RMB 381.3 million, representing a year-on-year decrease of about 14.9% primarily due to a decline in revenue from AR and VR marketing services [1] - The gross profit reported was approximately RMB 80.7 million, a year-on-year decrease of about 35.6% [1] - The company incurred a loss of approximately RMB 123.5 million for the six months ending June 30, 2025, a decrease of about RMB 187 million compared to a profit of approximately RMB 63.5 million in the same period of 2024 [1] - The net profit margin fell from approximately 14.2% in the first half of 2024 to -32.4% in the first half of 2025, attributed to the decline in revenue, reduced gross margin, significant increase in impairment losses on trade receivables, and substantial rise in selling expenses [1]