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港股异动 商汤-W(00020)涨超3% 近日商汤“日日新”大模型交互平台已接入小米AI眼镜
Jin Rong Jie· 2025-08-13 05:00
Core Viewpoint - SenseTime-W (00020) has seen a stock increase of over 3%, currently trading at 15.75 HKD with a transaction volume of 26.23 million HKD, following the announcement of its "Riri Xin" large model interactive platform integration with Xiaomi AI glasses, enhancing real-time audio and video interaction capabilities [1] Group 1: Company Developments - SenseTime's "Riri Xin" platform is now integrated with Xiaomi AI glasses, enabling users to achieve an integrated experience of "seeing, speaking, remembering, and thinking" in real-life scenarios [1] - The collaboration is expected to provide a reference direction for the interaction paradigm of smart glasses and next-generation smart hardware, allowing AI to be more deeply integrated into human perception and interaction [1] Group 2: Industry Trends - The recently issued "Shanghai Next-Generation Display Industry High-Quality Development Action Plan" (2026-2030) emphasizes the development of AI+AR and AI+MR glasses, focusing on key technology indicators such as lightweight, low power consumption, high resolution, and large field of view [1] - The plan encourages innovation in key components like display devices, waveguide lenses, and core chips, aiming to enhance product performance and accelerate the development of portable smart glasses [1] - Guotai Junan expresses optimism regarding the intensive release of AI+AR glasses by major manufacturers and the iterative advancements of large models, which are expected to improve the interaction capabilities of AI+AR glasses [1]