从上海WAIC到杭州数贸会，一副来自Rokid乐奇的"大眼镜"成为今年多个全球科技盛会上的明星。 Rokid乐奇数贸会现场 这副"眼镜"背后的企业是Rokid乐奇（杭州灵伴科技），由祝铭明在2014年创立，专注于人机交互技术产品，包括AR眼镜等软硬件产品的研发和以YodaOS 操作系统为载体的生态构建。 去年11月，Rokid乐奇推出最新款AR眼镜Rokid乐奇眼镜（Rokid Glasses），凭借明显提升的性能与穿戴体验受到市场关注和普遍好评。随着产品在国内外热 度不断提升，Rokid乐奇也被业界称作杭州"第七小龙"。 Rokid乐奇走红，一定程度上也是全球AR眼镜行业整体爆发的体现。随着硬件供应链实现一系列技术突破，AI技术商业化落地加速，AR眼镜的实用性和市 场前景正在被更多人看到，有望成为继手机之后下一个爆款终端。在这场技术与产品的加速赛中，已经奔跑十年的Rokid乐奇也仍未放松脚步。 1.技术突破带动AR眼镜全球爆火 8月26日，Rokid Glasses海外发布会在纽约举行，全球众筹也同步在Kickstarter平台开启。截至10月9日，众筹金额已经超过340万美元，打破全球XR行业历 史记录， ...

文 | TMT星球，作者 | 黄燕华 谈及当前科技圈的宠儿，除了人形机器人，另一个则非AR眼镜莫属。 近日，全球科技巨头Meta首席技术官安德鲁·博斯沃思（Andrew Bosworth）对外透露，Meta 于今年9月 推出的AR智能眼镜Meta Ray-Ban Display市场反应强于预期，线下零售店几乎全部售罄，将增加销售点 数量，从而保证供货量。 Meta Ray-Ban Display的火爆从侧面反映出AR眼镜市场的热度有增无减。 事实上，进入2025年后，从各大科技展会，到日常社交媒体的热门讨论，AR眼镜频繁闯入大众视野， 看似将开启一场席卷全球的科技变革。 有人甚至将AR眼镜与iPhone的诞生相媲美，认为这是个能够改变某个行业或领域格局，且深刻影响人 们日常生活和社会结构的产品，称之为属于AR眼镜的"iPhone时刻"。 但若拨开这层火热的表象，深入探究其市场渗透率、用户接受度等实际情况时，会发现AR眼镜距离真 正意义上的普及，似乎还有相当漫长的路要走。 在社交平台或商品评论区，关于AR眼镜的吐槽层出不穷，甚至有用户将之列为"年度最后悔产品"。 市场不减的热度与用户实际体验背离的背后，究竟是行 ...

国际金价再创历史新高，贵金属板块涨幅居前。中国白银集团(00815)涨超20%，紫金黄金国际(02259) 涨超5%。 云锋金融(00376)再涨超7%，公司携手Anthea共同探索以区块链为基础的保险产品。 叮当健康(09886)飙升26%，公司持续加码创新药布局，近期上架多款创新药。 双登股份(06960)再涨超9%，AIDC能耗跃升推动储能需求，公司为阿里数据中心储能主力供应商。 智通财经APP获悉，港股恒生指数跌0.61%，跌164点，报26976点；恒生科技指数跌1.2%。港股早盘成 交723亿港元。 新疆新鑫矿业(03833)再涨超12%，年内累涨超3倍，新疆新鑫矿业计划发行A股。 比特币在市场的推动下突破12.5万美元大关，创下历史新高。加密货币概念股集体走高。欧科云链 (01499)涨超14%，博雅互动(00434)涨超10%。 禾赛-W(02525)涨超4%，年内第100万台激光雷达已于9月底正式生产下线。 北大青鸟环宇(08095)盘中飙升逾58%，旗下JBD携手AMAT与雷鸟创新，提升AR眼镜显示画质。 博彩股全线重挫，澳门9月赌收增长6%逊预期，黄金周期间再受台风影响。新濠国际发展(0 ...

此次体验活动的记者代表来自亚太、非洲、拉美、阿拉伯、中东欧等地区。Leion Hey2除实时翻译与可视化字幕外，还具备佩戴轻便、交互自然等特点，现 场吸引大批记者试戴后纷纷点赞，成为"模数世界"展区的明星产品。 转自：新华财经 9月29日，来自全球91个国家的记者代表团走进北京经开区"模数世界"展示空间，现场体验亮亮视野（LLVISION）消费级AR翻译眼镜Leion Hey2。凭借"连 续、及时、抬头"的实时翻译体验，AR翻译眼镜为跨语言交流场景提供了低打扰、可视化的最新选择。在为北京文化论坛、IASP世界大会独家提供AR翻译 技术服务之后，亮亮视野AR翻译眼镜逐渐成为北京文化科技新符号。 作为我国最早专注于AR眼镜领域的高科技企业，亮亮视野集中呈现了AR+AI领域的最新成果，为北京建设国际科技创新中心提供了可感知、可验证的样 本，代表AR领域"北京队"折射出中国在新质生产力上的加速突破。随着亮亮视野AR翻译眼镜频繁亮相外交、科技与文化舞台，这一"中国创造"既体现自主 技术实力，也正在连接不同文明、增进彼此理解，进一步提升中国文化的国际影响力与软实力。（邵群） 编辑：湛玮琦 "文化交流需要科技赋能，才能让理 ...

Core Viewpoint - Hualian Holdings (000036.SZ) and its affiliate Hengyu Capital plan to invest 50 million yuan each in Lixiang Jingjie, acquiring a 2.7778% stake in the company, aiming to strategically invest in the FSD technology sector and promote industrial transformation [1] Investment Details - The total investment amounts to 100 million yuan, with 4.4924 thousand yuan allocated for subscribing to the new registered capital and the remaining 49.955 million yuan added to the capital reserve [1] Technology Overview - Lixiang Jingjie has developed a proprietary Fiber Scanning Display (FSD) technology, which is a non-semiconductor process distinct from other display technologies [1] - The FSD technology is applied in the manufacturing of consumer-grade AR glasses, characterized by a small target area, low power consumption, and high PPI [1] Business Focus - The main business operations of Lixiang Jingjie include AR glasses and automotive display sectors [1] - The investment aims to strategically position the company within the FSD technology industry, facilitating further development and transformation [1]

在最新的市场行情中，应用材料公司（AMAT）的一股股价在9月22日迎来了5.48%的增长，实现了连续 六天的上涨。近六天的累积涨幅达到了令人印象深刻的19.50%。值得注意的是，此次的盘中最高价创 下了自2024年10月以来的新高，这充分显示了市场对其的高度关注和认可。 来源：市场资讯 （来源：美股情报站） 第一代采用LCoS/DLP光引擎搭配多层光波导时，由于背光源及设计架构的限制，显示质量欠佳。而第 二代方案引入了更小的MicroLED光引擎，在尺寸、功耗、对比度和解析度等方面表现优异。但纳米压 印工艺仍未能解决显示性能的瓶颈问题。 应用材料公司最近成为了业界关注的焦点，与上海显耀显示科技有限公司（JBD）和雷鸟创新 （RayNeo）的合作取得了显著成效，特别是在全彩光波导AR眼镜显示画质上取得了实质性突破。这项 技术合作的成果已经在雷鸟X3 Pro眼镜中得以应用，大幅提升了消费级光波导AR眼镜的视觉表现力。 传统上，全彩光波导AR眼镜常常面临色彩失真、亮度不均和低画质等技术瓶颈，严重影响了用户体验 和市场发展。然而，此次三方的联合，通过整合MicroLED微显示、画质校正、光波导制造及整机设计 等领域的 ...

Group 1 - The article highlights the rapid integration of technological innovations into daily life, showcasing advancements in AR glasses and service robots as examples of how companies are transitioning from technological breakthroughs to market leaders [1][3]. - XREAL, an AR glasses company, has achieved significant milestones, including the development of the world's first retinal-level optical module and a dedicated spatial computing chip, leading to its position as the top seller of consumer AR glasses for four consecutive years [5][7]. - The service robot sector is also thriving, with a company reporting over 100,000 units shipped globally, emphasizing China's leadership role in the global market for service robots [13][15]. Group 2 - Shanghai has become a hub for artificial intelligence talent, with nearly 300,000 AI professionals, accounting for one-third of the national total, fostering a strong workforce for tech companies [16]. - The "Mosu Space" innovation ecosystem has emerged as a preferred location for young entrepreneurs, providing essential services such as computational resources, financial services, and talent support, facilitating collaboration among businesses [29][31]. - The establishment of "Mosu Space" and "Moli Community" in Shanghai has created a new industrial landscape for artificial intelligence, attracting mature companies with supportive policies and talent recruitment measures [35][37].

Group 1: Macro Policies - The Ministry of Commerce and nine other departments have introduced 19 measures to expand service consumption, including a series of promotional activities for service consumption [1] - The government aims to support high-quality consumption resources and collaborations with well-known IPs, extend operating hours for popular cultural and tourist venues, and optimize reservation methods [1] Group 2: Market Performance - Chinese assets have surged, with the Nasdaq Golden Dragon China Index rising by 1.76%, reaching its highest closing level since February 2022, driven by significant gains in stocks like NIO and Baidu [2] - The offshore RMB has also strengthened, breaking the 7.11 mark and reaching a ten-month high [2] Group 3: Industry Developments - The first brain-computer interface industry standard has been released in China, laying the foundation for high-quality development in the sector, with potential applications in neuro-rehabilitation and motor function restoration [9] - Meta's upcoming AR glasses are expected to significantly boost supply chain revenues, with global AR glasses shipments projected to reach 600,000 units by 2025 [10] - The humanoid robot startup Figure has raised over $1 billion, achieving a post-money valuation of $39 billion, indicating a growing interest and investment in the humanoid robotics sector [11]

Group 1 - The computing power sector is still in the performance realization phase and has a relatively moderate valuation level, with continued optimism for computing-related PCB, domestic computing, IP licensing, and chip inductors in the second half of the year [1] - The year 2026 may be a key year for the recovery of the foldable screen market, with rumors of Apple's foldable products expected to enhance overall category discussion and potentially bring new considerations in software interaction and hardware design, further stimulating market demand [1] - Newly launched wearable devices this year are also expected to drive market recovery [1] Group 2 - AR glasses manufacturers are pushing AR glasses from being "niche geek toys" to "mainstream smart terminals" through technological breakthroughs, ecosystem integration, and market penetration, with the maturity of AI and AR technologies likely making smart glasses the next mainstream computing terminal after smartphones [1]

Group 1: Semiconductor Foundry Industry - In Q2 2025, the global semiconductor foundry revenue reached a record high of over $41.7 billion, with a quarter-on-quarter increase of 14.6% driven by pre-stockpiling effects from consumer subsidies in China and demand for new smartphones and PCs [2][3] - TSMC maintained a dominant market share of 70.2% in Q2 2025, significantly ahead of its competitors [3] Group 2: DRAM Industry - The DRAM industry revenue in Q2 2025 was $31.6 billion, reflecting a quarter-on-quarter increase of 17.1%, attributed to rising contract prices and increased shipment volumes [7][8] - SK Hynix led the DRAM market with a revenue of $12.2 billion and a market share of 38.7%, showing a significant growth of 25.8% from the previous quarter [8] Group 3: Apple iPhone 17 Series - The iPhone 17 series is expected to see a 3.5% increase in shipment volume compared to the iPhone 16 series, despite challenges from a weak global economy and potential price increases for high-end models [5] - The iPhone 17 series will include four models, featuring upgraded processors and improved camera capabilities, which are anticipated to drive consumer interest [5][6]