经济观察网 华米科技（ZEPP.US）作为智能健康可穿戴设备制造商，近期有以下值得关注的事件动 态： 近期事件 公司于2026年CES展推出的AI智能眼镜已进入量产阶段，后续市场接受度和销售表现将成为关注点。 投资者可留意智能手表业务的全球销售进展以及公司负债结构、机构评级等可能影响股价的因素。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 公司此前对2025年第四季度收入给出8200-8600万美元的指引（同比增长38%-45%），财报预计在近期 公布。 公司状况 ...

现在，用户可以通过标准的 SSE（Server-Sent Events）接口，将 Rokid Glasses 接入任何想要的后端，无 论是当下最火的 OpenClaw，还是私有部署的 DeepSeek R1 / Qwen3 / Kimi K2.5 等。 公司表示，这不是一个简单的功能迭代，而是将 AI 眼镜的定义权交还给用户的开始。 北京商报讯（记者 陶凤 王天逸）2月11日，Rokid乐奇宣布，灵珠平台正式上线 「自定义智能体」 功 能。 ...

要点 2026年，可穿戴设备市场正迎来关键拐点：生成式AI正在推动产品从"被动记录"走向"智能陪伴"，数据的 价值被重新定义，行业竞争逻辑随之改变。 本期Omdia趋势洞察，由Connect Life研究总监刘健森（Jason Low） 与 陈秋帆（Cynthia Chen） 解读可穿戴设 备市场的新阶段，剖析生成式 AI、软件与服务如何重塑产品定位与用户体验。 2026年，可穿戴设备市场进入以长期价值创造为核心的新周期。厂商不再仅比拼硬件参数，而是聚焦如何将多 设备数据转化为有意义、可持续的用户洞察。 市场正在发生转变： 智能戒指、AI眼镜等新形态加速发展，多设备生态成为关键，通过跨设备协同提供更具场景感知能力的体 验。 在此背景下，软件与服务正成为最重要的差异化因素。生成式 AI 支持下的"解读能力"，正在推动主动健康管 理、个性化运动建议，以及基于订阅模式的新型体验不断涌现。 本期视频将解析市场变化、技术趋势及商业模式演进，帮助理解 2026 年可穿戴设备竞争的新方向。 重点内容： 文章版权和解释权归微信平台Omdia所有 Omdia隶属于Informa TechTarget, Inc.（纳斯达克代码： ...

Core Insights - The company is experiencing significant growth in the smart glasses sector, with projections indicating that the category will reach 105.7 million device shipments from 2025 to 2029 [1][2] - Consumer adoption of smart glasses is increasing due to advancements in augmented reality, health monitoring, and the need for intuitive, touch-free control solutions [1][3] Company Overview - Wearable Devices Ltd. specializes in AI-powered touchless sensing wearables, with products like the Mudra Band and Mudra Link leading the market in non-contact interaction capabilities [1][9] - The Mudra Band is an award-winning aftermarket device for Apple Watch that utilizes proprietary sEMG sensors and adaptive-AI for gesture control [4] - The Mudra Link is a universal neural gesture-control wristband compatible with multiple platforms, enhancing user interaction with smart glasses and other devices [5] Market Trends - A report by IDC forecasts a 320% growth in global XR glasses shipments in 2025, reaching 10.6 million units, with a compound annual growth rate (CAGR) of 29.3% expected through 2029 [2] - The demand for advanced control mechanisms is rising as consumers seek comfortable and familiar inputs for controlling digital devices in various activities [3] Strategic Developments - The company has formed collaborations with leading smart glasses manufacturers to integrate its technology, enhancing market penetration and consumer satisfaction [6] - Upcoming enhancements to the Mudra Link are expected to improve integration with next-generation smart glasses and AI wearables [6][7] Future Initiatives - The company aims to redefine human-machine interaction through emerging AI initiatives, including advancements in its proprietary Large MUAP Model and edge AI capabilities [7][8] - The introduction of "Vibe Coding" tools for developers is part of the company's strategy to support a new neural standard in the AI era [7]

智能运动追踪器是一种便携式可穿戴智能电子设备，集成了运动传感器、生物识别检测模块、低功耗蓝牙、人 生产商排名及市场占有率 工智能数据分析和长电池优化技术，主要面向健身爱好者、日常锻炼者和有个人健康管理需求的用户，以腕戴 式（手环、轻便手表）为主流，具有防水、轻巧、佩戴舒适等特点，可无缝适应日常运动和生活场景。它可以 实时采集和量化多维运动数据，包括步数、卡路里消耗、运动时长、运动距离和自动运动模式识别（跑步、瑜 伽、骑行、游泳），同步监测核心生理指标，如心率、睡眠质量（深睡 / 浅睡 / 快速眼动睡眠）、血氧饱和度 和静息心率——高端型号还增加了血压监测、心率变异性和身体成分初步检测——并通过蓝牙 /WiFi 将所有采 集的数据同步到移动 APP ，用于可视化数据展示、个性化健身目标设定、运动进度跟踪和长期健康趋势分 析，同时还配备了实用的智能辅助功能，如运动提醒、睡眠闹钟、久坐提醒和智能设备连接。 全球市场总体规模 据 QYResearch 调研团队最新报告"全球智能运动追踪器市场报告 2026-2032 "显示，预计 2032 年全球智能运动追踪器市场规模将达到 144 亿美元，未来几年年复合增长率 CA ...

据中国贸易救济信息网消息，2026年1月14日，美国国际贸易委员会（ITC）投票决定对特定可穿戴设 备（Certain Wearable Devices）启动337调查（调查编码：337-TA-1478）。美国Ouraring, Inc., San Francisco, California、芬兰Ōura Health Oy, Oulu, Finland为列名被告。 ...

Group 1 - The core viewpoint of the report highlights the significant presence of Chinese companies at CES 2026, with 16 out of 23 exhibitors in the AI glasses category being from China, indicating a strong market focus and innovation in this sector [1][3] - The CES 2026 event showcased approximately 4,300 companies from over 160 countries, with Chinese exhibitors accounting for about 22% of the total, second only to the United States [2] - The report emphasizes the shift in AI development from "digital intelligence" to "physical AI," marking a trend towards deeper integration of AI with hardware [2] Group 2 - Several Chinese smart glasses companies made notable announcements at CES, including Thunderbird's launch of the X3Pro Project eSIM glasses, which support independent functions like calls and real-time AI translation [3] - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, with plans for multiple configurations, including a no-screen version expected to launch in Q1 2026 [3] - Alibaba's Quark glasses sold out of new inventory by December 23, and an OTA upgrade was implemented on December 31, enhancing features like payment and translation [3] Group 3 - The industry trend indicates a focus on lightweight designs, with mainstream products now weighing between 30-50 grams, aiming to return to everyday accessory status [4] - The integration of multimodal technologies is driving AI from passive responses to proactive services, encompassing audio, visual, and tactile experiences [4] - AI glasses are evolving into independent smart terminals capable of functions like calls, internet connectivity, and complex AI computations [4] Group 4 - Global smart glasses shipments are projected to grow by 110% year-on-year in the first half of 2025, maintaining a high growth trajectory [5] - The inclusion of smart glasses in national subsidy programs is expected to provide additional market growth opportunities [5] - A recent policy announcement by the National Development and Reform Commission and the Ministry of Finance includes smart glasses in a new consumer subsidy initiative, which is anticipated to drive further demand [5] Group 5 - Recommended stocks in the sector include Kangnait Optical (02276), Doctor Glasses (300622), and Aishide (002416), with Tianyin Holdings (000829) also mentioned as a relevant stock [6]

Core Insights - The exoskeleton industry, previously underestimated, is now attracting significant investment interest, with valuations reaching billions despite historical challenges in consumer adoption [1][2] - The narrative surrounding exoskeletons has shifted towards a vision of "technology empowering life," appealing to investors looking for innovative and futuristic products [2] - However, actual consumer willingness to purchase exoskeletons remains uncertain, as decision-making involves multiple considerations beyond initial interest [3] Investment Trends - The exoskeleton sector has evolved through several phases: a technology emergence phase over a decade ago, a rehabilitation-focused exploration phase five years ago, and a recent surge in consumer outdoor products [4] - Notably, some early-stage companies focused on medical rehabilitation are now diversifying into consumer markets, aiming for a dual strategy of "medical + consumer" [4] - By 2025, the consumer exoskeleton market is expected to see significant growth in both financing and product validation, with successful crowdfunding campaigns indicating strong consumer interest [5] Market Sentiment - Despite some enthusiasm, capital investment in exoskeletons remains cautious compared to other tech sectors, with investors noting a lack of numerous viable targets [6] - Challenges such as product weight, battery life, comfort, and high prices hinder broader market acceptance, with current products not yet achieving "must-have" status [6][7] - The most promising applications for consumer exoskeletons currently lie in specific scenarios like hiking in structured environments, but broader daily use cases remain unclear [6] Consumer Demand Challenges - The primary challenge for consumer exoskeletons is their failure to meet high-frequency daily needs, with prices typically exceeding 5000 yuan, making them a significant investment for infrequent use [7] - User experience issues, particularly discomfort and the "alien feeling" of wearing exoskeletons, further complicate consumer adoption [8] - Technical limitations in drive systems and adaptability to user movements present ongoing hurdles, necessitating advancements in technology for improved performance [8] Future Outlook - The long-term success of exoskeletons hinges on breakthroughs in core technologies related to drive systems, energy sources, and materials, aiming for a lightweight and intuitive user experience [9] - Identifying high-frequency, universal use cases is crucial for transitioning exoskeletons from niche products to everyday essentials [9] - The market still lacks mature consumer exoskeleton products that balance convenience, comfort, and reasonable pricing, indicating a potential gap for future innovation [9]

Core Insights - The article discusses the innovative approach of OdyssLife in the health tech sector, particularly through its AI necklace, Odyss N1, which aims to monitor dietary and exercise behaviors continuously [1][2]. Company Overview - OdyssLife has launched the Odyss N1, the world's first Always-On smart necklace that integrates multi-modal sensing capabilities to track users' eating and exercise habits [2][3]. - The necklace is designed to be lightweight (under 50g) and offers a discreet design that allows for continuous wear without discomfort [3]. Product Features - Odyss N1 utilizes a combination of visual, audio, and motion sensing to gather data on users' dietary habits, including the type and quantity of food consumed, as well as exercise activities [4][5]. - The visual component employs a "frame-slicing" technique to capture images efficiently, allowing for accurate food recognition and measurement while maintaining low power consumption [4][5]. - The product aims to provide personalized dietary strategies based on real-life data, addressing common issues faced by users of traditional dietary tracking apps [3][4]. Market Potential - The global wearable device market is projected to exceed 560 million units by 2024, with the core health monitoring segment estimated to reach between $65 billion and $80 billion [7]. - OdyssLife targets a specific demographic of 25 to 50-year-olds in North America, where home cooking is prevalent, making it easier to gather accurate data on food consumption [6][7]. Competitive Landscape - The smart ring market, led by companies like Oura, has seen significant success, while Odyss N1 enters a relatively untapped market focused on dietary monitoring [7][8]. - Existing products in the smart necklace category have primarily focused on emotional detection and daily recording, indicating a gap that Odyss N1 aims to fill [7]. Challenges and Considerations - Privacy concerns regarding data collection and user comfort in public settings pose challenges for the adoption of wearable health devices like Odyss N1 [8][9]. - OdyssLife has implemented measures to ensure user privacy by not storing original images or audio recordings, focusing instead on providing structured health data [9][10]. - The company differentiates itself by not positioning its product as a medical device, instead emphasizing lifestyle enhancement through dietary and exercise monitoring [9][10].

Core Viewpoint - Wearable Devices Ltd. has announced a collaboration with Rokid to create a consumer bundle that combines the Mudra Link wristband with Rokid Glasses, aiming for a launch in Q2 2026, with live demonstrations at CES 2026 [1][4] Group 1: Product Collaboration - The collaboration focuses on enhancing user experience by enabling touch-free, wrist-based control of Rokid Glasses through the Mudra Link wristband, which is designed for personalized gesture control [2][3] - Rokid Glasses are marketed as the world's lightest AI and AR glasses, weighing just 49 grams, featuring a 12MP camera and various AI functionalities [3][4] Group 2: Market Strategy - The companies plan to simplify the setup process and make daily interactions more intuitive for users by ensuring compatibility and joint marketing efforts [3][4] - A consumer bundle is being developed for initial rollout in Q2 2026, with pre-mapped gestures and a shared setup flow to enhance user convenience [6] Group 3: Event Demonstrations - The combined experience of Mudra Link and Rokid Glasses will be showcased at CES 2026, providing opportunities for media and analysts to engage with the products [4][6] Group 4: Company Background - Wearable Devices specializes in AI-powered touchless sensing wearables, while Rokid is recognized for its advancements in AR and AI technologies, serving a global market [7][8] - Both companies are positioned to lead in the neural input category, enhancing user experiences across various tech markets [7]