VR眼镜

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晚报 | 9月17日主题前瞻
Xuan Gu Bao· 2025-09-16 14:33
Group 1: Tourism Industry - The Ministry of Commerce and nine other departments have released policies to expand service consumption, encouraging flexible school holiday arrangements to increase tourism opportunities [1] - In 2024, China's tourism is projected to reach 5.615 billion trips, generating revenue of approximately 57,543.20 billion yuan, with family and parent-child travel concentrated during traditional holidays [1] - The introduction of spring and autumn breaks is expected to alleviate overcrowding at popular tourist destinations, allowing for better resource utilization in the hotel and transportation sectors, leading to more stable growth in the tourism market throughout the year [1] Group 2: SSD Market - The demand for enterprise-level SSDs is expected to surge due to the growing storage needs of AI data centers, with a significant shift from HDD to eSSD anticipated by 2026 [2] - TrendForce reports that the price of NAND flash memory is expected to rise starting March 2025, with enterprise SSD contract prices projected to increase by 5-10% in Q3 and again in Q4 of 2025 due to ongoing supply-demand imbalances [2] - The share of enterprise SSDs in the market is expected to grow from 23% in 2024 to 31% by 2027, driven by the advantages of speed, low latency, and high storage density [2] Group 3: Humanoid Robotics - Figure, a leading humanoid robotics company, is set to make three major announcements in the coming days, focusing on achieving human-level intelligence [3] - Since its establishment in 2022, Figure has attracted significant investment from major tech companies and has begun commercializing its humanoid robots in industrial settings [3] - The company plans to produce 100,000 units over the next four years, positioning itself as a frontrunner in the humanoid robotics sector [3] Group 4: VR Glasses - Meta is set to unveil new AI-integrated smart glasses at the Meta Connect 2025 event, with one model expected to feature a display and priced around $800 [4] - This new product aims to differentiate itself from existing lower-priced models, indicating a shift towards higher-end offerings in the smart glasses market [4] - Meta's integration of AI into smart glasses is seen as a significant step in expanding the capabilities and market potential of this technology [4]