来源：环球网 【环球网科技综合报道】据海外科技媒体MacRumors透露，苹果正加速研发一款智能眼镜，旨在与Meta 的雷朋系列展开竞争。面对Meta已推出带显示屏的智能眼镜，苹果希望加快其首代产品的开发进程， 甚至已暂停下一代Vision Pro的部分工作，以优先推进眼镜产品上市。 | MacRumors | | | | | Got a tip for us? Let us knov | | | --- | --- | --- | --- | --- | --- | --- | | Front Page | Roundups | Guides | How Tos | Reviews | Buyer's Guide | Forums | | IOS 26 | macOS Tahoe 26 | iPadOS 26 | iPhone 17 | iPhone Air | iPhone 17 Pro iPhor | | 1. 时尚配饰定位 与初代Apple Watch类似，苹果眼镜将首先是一款时尚配饰，而非款式有限或造型笨重的设备。苹果计 划提供多种镜框与镜腿材质选项，以满足用户的个性化审美。尽管眼镜内部需容纳电池、 ...

来源：环球网 【环球网科技综合报道】10月2日消息，据外媒the verge报道称，苹果已正式暂停更轻版 Vision Pro 头显 的开发，将核心硬件工程师调往智能眼镜项目，全力追赶 Meta 在可穿戴影像与语音 AI 领域的先发优 势。首款无屏智能眼镜预计 2026 年发布、2027 年上市，配备自研专用芯片，主打语音交互与多模态人 工智能；带屏版本则力争提前至 2028 年推出，直接对标 Meta 刚发布的雷朋 Display 眼镜。 据彭博社援引内部备忘录称，苹果智能眼镜将内置扬声器、摄像头与多种镜框设计，功能定位与Meta 和雷朋合作的第二代产品类似，但深度整合 Siri 与 Apple Intelligence，实现离线唤醒、实时视觉搜索与 空间音频通话。供应链文件显示，眼镜主芯片采用台积电 4 纳米工艺，功耗较 Vision Pro 主控下降 75%，可支持全天候佩戴。 据介绍，苹果已从 Vision Pro 事业群抽调约 20% 的机械与传感器工程师加入眼镜团队。同时，初代 Vision Pro 产量继续缩减，仅保留一条组装线维持"适度升级"版本，预计 2025 年底发布，升级点集中在 M3 ...

知情人士透露，苹果原本计划在2027年推出一款更便宜、更轻便的头显，代号为N100。但苹果上周在 内部宣布，将把该项目的工作人员调往其他部门，以加快眼镜的研发工作。 智通财经APP获悉，据报道，苹果(AAPL.US)已暂停对其Vision Pro头显的升级计划，将资源转向更紧迫 的任务：开发可与Meta Platforms(META.US)产品相媲美的智能眼镜。 据报道，苹果的智能眼镜将具备语音交互和人工智能功能。它还将采用最早将于明年3月推出的升级版 Siri系统。此外，这些智能眼镜的价格也将远低于起售价3499美元的Vision Pro。 Meta于9月30日发布了Meta Ray-Ban Display智能眼镜。这款眼镜起售价为799美元，配备了Meta神经腕 带(Neural Band)。这款由人工智能驱动的眼镜能让用户"在完全置身于现实世界的同时与数字内容进行 互动"。 据报道，苹果正在研发至少两款智能眼镜产品。其中一款名为N50的产品将与iPhone配合使用，并且没 有独立的显示屏。知情人士表示，苹果计划在明年尽快推出这款产品，2027年上市。 苹果还在研发一款带显示屏的智能眼镜，这可能会对刚刚发 ...

Regulatory Developments - The Cyberspace Administration of China has penalized Weibo and Kuaishou for damaging the online ecosystem, citing issues such as the promotion of celebrity gossip and a tendency towards sensationalism [2][3] - The Zhengzhou Market Supervision Administration has conducted an administrative interview with Trip.com, addressing violations of the E-commerce Law and unfair competition practices, particularly regarding price manipulation of hotel listings [4][5] AI and Technology Innovations - Kuaishou's Keling AI has launched a new digital human feature that can generate 1080p videos up to one minute long, allowing users to create videos using a character image and audio [8] - Zhejiang University and Huawei have released the DeepSeek-R1-Safe foundational model, which boasts a nearly 100% success rate in defending against harmful content and maintains a performance loss of less than 1% compared to its predecessor [9] - Meta has introduced its first consumer-grade smart glasses, the Meta Ray-Ban Display, featuring a color display, camera, and various interactive capabilities [10] - Apple is expected to enter the smart glasses market within the next 12 to 16 months with a non-display model, aiming to compete with Meta's offerings [11] User Engagement Insights - OpenAI's ChatGPT has reported over 700 million weekly active users, with 73% of conversations unrelated to work, highlighting a diverse range of usage topics [12]

Group 1 - Xiaomi's next-generation smartphone has been renamed from Xiaomi 16 to Xiaomi 17, marking a significant leap in its digital series, with three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max [4][6] - The company aims to directly compete with Apple's iPhone, emphasizing a cross-generation upgrade in product capabilities [4][6] - Xiaomi's founder, Lei Jun, expressed confidence in facing off against Apple, highlighting the need for innovation to avoid stagnation in the smartphone market [4][6] Group 2 - Midea Group responded to allegations of excessive working hours and unpaid wages, stating that the claims were unfounded and that the employee's salary was settled [9][10] - DJI's new robot vacuum, ROMO, faced a wave of returns within a month of its launch, with mixed user feedback on its performance [11] - Honor's former CEO Zhao Ming discussed the importance of developing unique marketing strategies while learning from Xiaomi's successes during a recent speech at Fudan University [20] Group 3 - JD.com and other major players are entering the hard discount supermarket sector, focusing on low prices and direct sourcing to attract price-sensitive consumers [19] - The hard discount model aims to reduce costs through digital supply chain management and efficient store operations, targeting ordinary families seeking value [19] - The competitive landscape in the retail sector is shifting as these giants leverage their scale to dominate the market [19] Group 4 - The electric vehicle market is facing challenges, with companies like Zhiji Auto reporting significant losses and low sales figures, raising concerns about their future viability [16][17] - Zhiji Auto's sales in the first eight months of the year reached 31,500 units, only 31.5% of its target, indicating a steep uphill battle to meet future goals [16][17] - The automotive industry is witnessing a trend of executives moving to new ventures, as seen with the former co-founder of Leap Motor starting a new electric vehicle brand in Australia [18][25] Group 5 - Nvidia is under investigation for potential antitrust violations related to its acquisition of Mellanox Technologies, highlighting regulatory scrutiny in the tech sector [28][29] - Alphabet, Google's parent company, has reached a market capitalization of $3 trillion, becoming the fourth company to achieve this milestone, driven by strong performance in cloud services and advertising [30] - Apple is reportedly developing a new line of smart glasses, aiming to enter the augmented reality market with a product that connects to the iPhone for data processing [31]

【钛媒体综合】据新华社，中国汽车工业协会15日发布《汽车整车企业供应商账款支付规范倡议》，围 绕订单确认、交付与验收、支付与结算、合同期限等关键环节，对整车企业与供应商企业采购合同中相 关内容作出规范倡议。 倡议强调，落实《保障中小企业款项支付条例》要求，不利用大企业优势地位侵害供应商利益，致力于 构建"整车—零部件"协作共赢发展生态，共同推动汽车产业高质量发展。 倡议明确，甲（整车企业）乙（供应商企业）双方通过采购订单确认订货日期等事项；乙方应按采购订 单、交货通知单约定向甲方交货；甲方应在接收货物后及时完成验收（原则上不超过3个工作日）等。 在支付与结算方面，倡议提出，甲方支付账期自乙方交货并通过甲方验收合格之日起计算，最长不超过 60个自然日（如支付当日遇法定节假日顺延）；若乙方为连续性供货的非中小企业，经双方协商，可在 一定时间内集中对账，账期自双方对账日起算；甲方应至少每月进行一次集中对账；如双方供货单价暂 未达成一致，甲方应按照与乙方最近一次供货合同单价或开发定点单价计算金额的一定比例先行支付； 鼓励使用现金或银行承兑汇票支付，如乙方为中小企业，倡导全部采用现金或银行承兑汇票支付等。 倡议还提出， ...

事实上，关于苹果智能眼镜的发布时间，此前已有郭明錤（Ming-Chi Kuo）等分析师提出可能在2026年 或2027年推出，而古尔曼是这一时间线的坚定支持者之一。他曾多次报道，苹果智能眼镜大概率于2026 年发布，同时也不排除因技术优化等因素推迟至2027年的可能性。 来源：环球网 【环球网科技综合报道】9月15日消息，据Applelnsider报道，彭博分析师马克・古尔曼近日在一档播客 节目中对苹果智能眼镜研发进展展开分析，指出苹果计划在未来12至16个月内推出首款智能眼镜产品， 且该产品将采用无显示屏设计，定位与Meta的Ray-Bans（雷朋）智能眼镜展开竞争。 据介绍，这款无屏智能眼镜将配备摄像头与具备播放、录音功能的音频系统，不过需连接iPhone才能实 现数据处理。而消费者期待的、能通过镜片显示内容的完整智能眼镜体验，目前仍需数年时间才能落 地。古尔曼解释，设备微型化与减重技术是当前核心瓶颈，苹果的目标是让智能眼镜尽可能接近普通轻 量眼镜形态，避免重蹈Apple Vision Pro因体积和重量带来的使用体验局限。 在市场竞争层面，古尔曼特别强调苹果在智能眼镜领域拥有天然优势。一方面，依托苹果强 ...

Group 1: Company Performance - The company's overall shipment volume increased by approximately 40.08% compared to the same period last year [3] - As of June 30, 2025, the company's backlog of orders increased by about 135.34% year-on-year [3] - The decline in half-year performance was primarily due to project acceptance delays, affecting revenue [3] Group 2: Strategic Initiatives - The company has made significant investments in the smart glasses sector, providing precision assembly equipment for Meta's smart glasses and testing equipment for Apple's smart glasses [2] - A new project in the thermal management materials and module testing equipment has reached mass production this year [2] - The company is considering mergers and acquisitions based on industry prospects and strategic alignment, with compliance to legal disclosure requirements [3] Group 3: Investor Engagement - The investor relations activity was conducted online, with participation from the company's chairman and other executives [2] - The company emphasized the importance of monitoring the acceptance of backlog orders for the final annual performance [3] - No undisclosed significant information was involved in this investor relations activity [3]

Group 1 - Apple plans to initiate a significant design overhaul for its iPhone series starting with the iPhone 17, aiming to enhance the flagship product's appeal over the next three years [2][3] - The iPhone 17 series is expected to include four models: standard, Air, Pro, and Pro Max, with the iPhone 17 Air featuring a record thickness of only 5.5mm, but potentially compromising on battery capacity [3][4] - The upcoming iPhone 17 will shift to eSIM technology, eliminate the physical SIM card slot, and introduce a high refresh rate screen for the standard version [3][4] Group 2 - Apple is set to launch its first foldable iPhone in 2026, featuring a flip design with an external screen of approximately 5.5 inches and an expanded size of 7.8 inches when opened [4] - The foldable iPhone will include four cameras and utilize Apple's self-developed C2 baseband, while also reintroducing Touch ID [4][5] - The iPhone 18 Pro series is expected to have minimal design changes, while the 20th anniversary iPhone in 2027 will feature a curved glass design [4][5] Group 3 - Apple's iPhone revenue for the third fiscal quarter ending June 29, 2025, was $40.26 billion, reflecting a year-over-year growth of 5.8%, despite increasing competition from domestic brands [5] - In the second quarter of 2025, Apple's shipment volume in China was 9.6 million units, a year-over-year decline of 1.3%, ranking fifth behind Huawei, Vivo, OPPO, and Xiaomi [5] - Analysts suggest that the slow pace of design updates has diminished consumer excitement for new iPhone models, prompting Apple to initiate a major design overhaul to rekindle interest [5] Group 4 - Apple is actively pursuing partnerships with AI leaders like OpenAI and Anthropic to enhance its AI capabilities, while also developing a new team focused on creating a ChatGPT-like "answer engine" [6][7] - The company plans to diversify its AI product line over the next three years, including a touchscreen HomePod, a second-generation Vision headset, smart glasses, and a large foldable computer [6][7] - Apple's strategy emphasizes leveraging its ecosystem and user experience to compete in the smart glasses market, with pricing being a critical factor for success [6][7]

Market Strategy - The market has seen a renewed surge, with the Shanghai Composite Index breaking through the previous high from October 8, 2024 [4][6] - The overall A-share market, represented by the Wind All A Index, rose by 1.02% to close at 5801.59 points, while the Shanghai Composite Index increased by 0.48% to 3683.46 points [6][7] - The small-cap stocks outperformed larger stocks, with the CSI 1000 Index rising by 1.45% [7] Industry Dynamics - Kunlun Wanwei (300418.SZ) has officially open-sourced the "Skywork UniPic 2.0" model, which includes three core modules for image editing and generation [24][25] - Apple has introduced a new technology in its smart glasses that utilizes adjustable lenses to correct nearsightedness and enhance visual comfort [27][28] Company Tracking - Guizhou Moutai (600519.SH) reported a stable growth in revenue and net profit for H1 2025, with revenues of 893.89 billion and a net profit of 454.03 billion, reflecting year-on-year increases of 9.10% and 8.89% respectively [30][31] - Huajin Co., Ltd. (000059.SZ) experienced a decline in performance due to weak terminal demand, with a total revenue of 201.04 billion, down 5.01% year-on-year [33][34] - Rongchang Bio (688331.SH) announced that its drug, Tai Ta Xi Pu, for treating primary Sjögren's syndrome has met its primary endpoint in Phase III clinical trials [35] - Zhongtian Technology (600522.SH) plans to invest 80 million USD to establish a wholly-owned subsidiary in Saudi Arabia to enhance its competitiveness in the local market [36][37] - Zhuzhou Smelter Group (600961.SH) achieved a net profit of 5.85 billion in H1 2025, marking a year-on-year increase of 57.83% [38][39]