本报记者 李乔宇 冯雨瑶 注视一家餐厅几秒钟，AI眼镜上就会弹出这家餐厅的用户评价；在户外探险时有蛇逼近，AI眼镜会及时发起提醒；人与人 之间能够无视国别、听力、视觉的差异实现顺畅沟通；实习医生能够沿着资深医生的操作留影进行精准操作……7月26日至28 日，2025世界人工智能大会暨人工智能全球治理高级别会议在上海举办，中电信人工智能科技有限公司（以下简称"天翼AI"） 家庭和个人产线负责人朱培栋在大会现场向《证券日报》记者描绘了这样一幅AI眼镜的发展愿景。 朝着这样的愿景，AI眼镜产业上下游正奋力前行，一场产品迭代、场景开拓、技术创新的竞速赛日趋白热化。 "有一个概念叫'镜像世界'。"青岛雷神科技股份有限公司（以下简称"雷神科技"）智能显示&创新产品事业部总经理高燕向 记者表示，"镜像世界"是指通过数字技术将现实世界的人、地点和事物精确映射到虚拟空间形成的共享平台，被预测为继互联 网和社交媒体后的第三大平台。"镜像世界"实现的那天，AI眼镜也将真正实现普及。 市场空间广阔 广州艾媒数聚信息咨询股份有限公司CEO张毅对《证券日报》记者表示："今年市场对AI眼镜的关注度非常高，从我们监 测到的消费数据看，AI眼 ...

21世纪经济报道记者赵云帆上海报道 中国移动的展位上，人形机器人穿着红色大褂开启了相声演讲，机器狗集体表演倒立；中国联通的展位 上，人形、半人形和机械臂在流水线上展示搬运能力，彼此合作无间…… 这是2025年世界人工智能大会（WAIC）上，传统电信运营商打响新一轮战役的号角：当AI与具身智能 成为自移动互联网革命以来最大的颠覆性因子，算力与通信需求有望实现指数级增长。而如何锁定算力 需求，在AI赋能千行百业之际，摄取底层算力供给市场份额，或将成为未来各大电信运营商的重头 戏。 就在一周前，中国联通董事长陈忠岳也在上海举办联通合作伙伴大会时表示，一年以来，中国联通着力 加快建设智算基础设施，推进算力网络互联互通：一方面，中国联通推进计算与智能深度融合，焕新升 级联通云技术架构、平台能力、应用服务，提升算智云网一体优势。 另一方面，中国联通推进智算中心增量扩容，探索布局十万卡集群，持续扩大绿电使用规模，进一步提 升算效、能效、碳效，打造更多通智协同、训推一体、绿色低碳的标杆节点，推进算力智联网提速提 质，推动跨主体、跨架构、跨地域算力互联互通，让算力可以如水电一样，流入千家万户，走向千行百 业。 "当前，人工智能 ...

Core Insights - The annual MWC Shanghai highlighted the telecom industry's shift towards AI and large models, with 5G taking a backseat as operators face growth challenges [2] - The three major telecom operators reported low growth in Q1, indicating a saturation in demand and a need for new growth narratives [2][3][4] Group 1: Financial Performance - China Mobile reported Q1 revenue of 263.8 billion yuan, a slight increase of 0.02% year-on-year, with a net profit of 30.6 billion yuan, up 3.5% [2] - China Telecom's Q1 revenue was 134.5 billion yuan, showing a year-on-year increase of 0.01%, with a net profit of 8.9 billion yuan, up 3.1% [3] - China Unicom achieved Q1 revenue of 103.35 billion yuan, a year-on-year growth of 3.88%, with a net profit of 2.61 billion yuan, up 6.5% [4] Group 2: Growth Strategies - Huawei's rotating chairman Xu Zhijun emphasized the importance of identifying new growth demands, particularly from high-value user groups like delivery riders and live streamers, whose ARPU is significantly higher than average users [2][6] - The global number of delivery riders is expected to reach 160 million by 2030, with their ARPU being 1.6 times that of ordinary users; professional live streamers are projected to reach 130 million, with an ARPU four times higher [6] - Other strategies include enhancing high-definition video traffic, capitalizing on smart connected vehicles, and connecting individual businesses through FTTR technology [6] Group 3: AI and Robotics - The telecom operators are focusing on AI as a new narrative, with China Mobile's chairman stating that the industry is entering the AI+ era, where AI capabilities are reaching or exceeding human levels [2][10] - China Unicom launched the U PLUS SMART product system, integrating AI into various applications, while China Telecom showcased AI applications like the Tianyi AI phone and AI cloud computer [10][11] - Several robotics companies, including Yushu Technology and Leju Robotics, showcased their innovations at the event, highlighting the potential of AI in robotics for various applications [13][15]