黄沙以2015年虚拟现实行业的领军企业The Void公司为例，回顾了10年前虚拟现实技术的热潮。The Void曾在巅峰期融资20亿美金，却于2018年破产。其核心痛点在于空间定位技术未突破导致运营成本过 高。直到2024年，黄沙认为，SLAM厘米级空间定位技术突破，使VR影院运营坪效提升，破解行业十 年运营瓶颈。 当虚拟现实技术与电影结合时，产生了不少问题。VR电影并不等于360度全景电影，它的核心其实 在"生理级沉浸感"，让观众从生理层面确信身处虚拟场景。 黄沙指出，VR电影虽然被称为电影，但其制作逻辑与传统电影技法不同，更接近于游戏设计。以《黑 神话：悟空》为例，虚拟现实电影采用第三人称视角，在开放空间中控制角色进行战斗和故事演进。游 戏通过事件编排、CG视觉和场景交互点设计来引导玩家注意力。VR电影需要剧本，其艺术性、美术和 场景制作水平与传统电影持平甚至更高。 8月8日至9日，2025粤港澳大湾区动画电影周在东莞举行了多场主题分享。多位来自创作、制片、发行 等产业全链条的业内领军人物，从自身经历和行业观察出发，分享主题从理论到实践、从故事创意到 AI审美、从技术应用到产业布局，向广东动画行业一线从 ...

Core Insights - Meta CEO Mark Zuckerberg envisions a "personal superintelligence" as the next major wearable technology, potentially surpassing smartphones in functionality [2] - The company aims to empower individuals through AI, contrasting with concerns that AI may replace jobs and societal roles [2] - Meta's Reality Labs continues to incur significant losses despite modest revenue growth, indicating challenges in monetizing its hardware initiatives [4] Financial Performance - Meta's Q2 revenue increased by 22% to $47.52 billion, the fastest growth since 2021, driven by a 9% rise in ad prices and an 11% increase in impressions [5] - Net income rose by 36% to $18.34 billion, improving the operating margin from 38% to 43% [5] - Reality Labs reported an operating loss of $4.53 billion, which is approximately $50 million wider than the previous year, while revenue grew by 5% to $370 million [4] AI and Product Development - AI is already enhancing Meta's products, with superintelligence expected to further accelerate progress in five key areas [3] - New recommendation models improved ad conversions by 5% on Instagram and 3% on Facebook [6] - The MetaAI assistant has surpassed 1 billion monthly users, with plans for further improvements through the next Llama model [6] Market Position and Strategy - Meta is leveraging current advertising revenue to fund future AI developments, positioning itself as a leader in personal superintelligence [7] - The company is committed to open-sourcing its AI models, although it acknowledges the practical limitations of larger systems [3] - Meta's family of apps now attracts 3.48 billion daily users, reflecting a 6% year-over-year increase [5]

Product Launch - Meta and Microsoft partnered to release a limited edition Meta Quest 3S Xbox edition VR headset for $399 [1] - The VR headset features Xbox green and carbon black styling, mirroring Microsoft consoles [1] - The bundle includes a custom-look Xbox controller and matching Touch Plus controllers [1] - The headset launches directly into the Xbox app, enabling streaming of Xbox games with a Game Pass Ultimate subscription [2] - Users can play Xbox games on a 26 ft (approximately 7.92 meters) virtual display [2] Market Availability - The limited edition Xbox VR headset is available for sale in the US and the UK [2]

Core Viewpoint - PICO Video has announced a new release calendar featuring three immersive videos that explore the hidden wonders of nature and the universe, inviting viewers to experience the beauty and mystery of these environments [1][5][7]. Group 1: Upcoming Releases - The new content includes "Hidden Forest" on June 13, "Our Solar System: Europa" on June 14, and "Emerald Secret Realm: The Breathing of Dusk" on June 15 [3][5][7]. - Viewers can reserve these videos through the PICO VR app or directly on the PICO video device [3]. Group 2: Content Themes - "Hidden Forest" showcases an untouched ecosystem, emphasizing the beauty and biodiversity of rare species in a serene environment [5]. - "Our Solar System: Europa" highlights the potential for extraterrestrial life on Jupiter's moon, Europa, which has a subsurface ocean containing twice the amount of water found in Earth's oceans [7]. - "Emerald Secret Realm: The Breathing of Dusk" captures the serene interaction between nature and technology through immersive 3D filming, enhancing the viewer's experience of the natural world [9].

【环球网科技综合报道】6月4日消息，据海外科技媒体The Verge及多位知情人士爆料，Meta（原 Facebook）在虚拟现实（VR）硬件战略上迎来重大转向：原计划作为Quest 4升级版的"Pismo Low"与"Pismo High"两款传统头显方案已被取消，下一代采用传统设计的Quest系列头显上市时间将推 迟至2027年；与此同时，代号为"Puffin"的超轻薄开放式头显研发项目被提至优先级，目标在2026年底 前正式发布。 作为Meta下一代重点产品，"Puffin"头显采用分体式架构：主机部分通过线缆连接独立计算模块（类似 外接"主机盒"）与电池包，彻底摆脱传统VR头显的厚重感。知情人士称，Meta正在为"Puffin"探索不同 价位的显示系统方案，包括高端版和入门版。 目前，Meta尚未确定最终量产版本，但内部已设定2026年第四季度量产的目标，并计划在2026年底前 正式发布。 针对爆料，Meta发言人回应称："公司长期致力于VR技术创新，并持续探索不同形态的产品。关于具体 项目细节，我们将在适当时间公布。"但知情人士透露，Meta已将"Puffin"项目团队规模扩大30%，并要 求供应链 ...

Meta被曝聚焦开发"超轻薄开放式头显" 智通财经6月4日电，Meta被曝调整开发计划：拟砍掉在售VR产品的升级项目，加速在明年底前推出一 款"超轻薄开放式头显"。据海外科技媒体援引多位知情人士爆料称，此前作为VR眼镜Quest 4升级的两 个备选方案"Pismo Low"和"Pismo High"已经被取消，所以Meta下一款采用传统设计的Quest头显至少要 到2027年才会上市。去年底，Meta也曾确认高端VR头显Quest Pro 2的一个备选项目被砍掉。与此同 时，Meta正在加速推进代号为"Puffin"的超轻薄开放式头显研发项目，目标是在2026年底前发布。形态 上这款设备将通过线缆连接独立计算模块和电池。知情人士称，Meta正在为这款产品探索不同价位的 显示系统方案，目前尚未确定最终量产版本。 ...

Core Insights - Dan Reed, COO of Meta's Reality Labs, is stepping down after nearly 11 years, highlighting ongoing leadership changes amid internal and external pressures [1][2] - Reed described Reality Labs as a "fast-growing, multibillion-dollar consumer technology business" focused on AI wearables, augmented reality, and the metaverse [1] - Meta has restructured Reality Labs, integrating it more closely with its core business, reversing a previous standalone focus on the metaverse [3][4] Company Developments - Reed's departure follows a major restructuring of Reality Labs, with sales, marketing, and analytics teams now reporting to broader Meta leadership [3][4] - Meta COO Javier Olivan has taken over the teams previously led by Reed, aligning other Reality Labs leaders with top executives [4] - Despite a reported 40% year-over-year sales increase in 2024, Reality Labs has incurred over $60 billion in losses since 2020, indicating ongoing financial challenges [5][6] Future Outlook - Meta's chief technology officer, Andrew Bosworth, emphasized that 2025 is a critical year for Reality Labs, with the potential to validate or undermine years of investment in the metaverse [7]

Core Viewpoint - Motorsport Games Inc. is announcing a private placement offering for gross proceeds of approximately $2.5 million, aimed at improving its cash position and funding future product development, in partnership with Pimax Innovation Inc. [1][3][4] Group 1: Investment Details - The private placement offering is expected to close with gross proceeds of $2.4 million from most investors on April 11, 2025, with the remaining $100,000 expected to close on April 15, 2025 [2] - The purchase price for one share of Class A common stock was set at $1.10, while the pre-funded warrant was priced at $1.0999 per share, representing a premium of approximately 33% over the closing price as of April 10, 2025 [2] Group 2: Strategic Implications - The investment is anticipated to enhance the Company's cash position, fund working capital, and support general corporate expenses, while also aiding in compliance with Nasdaq's minimum stockholders' equity requirement [3] - The Purchase Agreement allows purchasers holding at least 50.1% interest to appoint a Class II director to the Company's board and a member of the management team, subject to board approval [3] Group 3: Leadership Statements - The CEO of Motorsport Games expressed satisfaction with the investment from Pimax, highlighting the potential synergies between the two companies in the VR gaming market [4] - Pimax's founder emphasized the importance of sim racing players in their community and the goal of enhancing user experience through tailored VR solutions [4] Group 4: Company Background - Motorsport Games is a developer and publisher of racing games, known for its simulation titles and esports ecosystem, including the recently released Le Mans Ultimate [6] - The Company is officially licensed for major motorsport series and aims to create a virtual racing ecosystem that engages fans and gamers [6]

Core Viewpoint - Motorsport Games Inc. is announcing a private placement offering to raise approximately $2.5 million, aimed at improving its cash position and funding future product development, in partnership with Pimax Innovation Inc. [1][3][4] Group 1: Private Placement Details - The private placement offering is expected to generate gross proceeds of approximately $2.5 million, with $2.4 million already closed on April 11, 2025, and the remaining $100,000 expected to close on April 15, 2025 [2][3]. - The offering includes 1,894,892 shares of Class A common stock at a purchase price of $1.10 per share and a pre-funded warrant to purchase up to 377,836 shares at an exercise price of $0.0001 per share, representing a premium of approximately 33% over the closing price as of April 10, 2025 [2][4]. Group 2: Strategic Implications - The investment is intended to enhance the company's cash position, fund working capital, and support general corporate expenses, while also aiding in compliance with Nasdaq's minimum stockholders' equity requirement [3]. - The Purchase Agreement allows investors holding at least 50.1% interest to appoint a Class II director to the board and an individual to the management team, subject to board approval [3]. Group 3: Partnership with Pimax - The partnership with Pimax is expected to create synergies, particularly in the realm of virtual reality gaming, enhancing the user experience for sim racing players [4]. - Both companies aim to leverage their strengths, with Motorsport Games focusing on realistic racing simulations and Pimax on high-end VR technology, to drive innovation in the growing market of immersive gaming [4][6].