【解剖大盘】 暂时没看到负面的东西，隔夜美股三大股指均在反弹，港股今天也小幅震荡，收盘涨0.07%。 11月26日，香港新界大埔区宏福苑发生五级火警。就香港大埔宏福苑火灾事故，包括中国人寿 （601628）(02628)海外公司、平安人寿、平安产险、招商仁和人寿等多家险企已启动理赔应急预案。 具体举措包括简化理赔手续，主动查核、联系投保客户，全力确保理赔快速到位，为受灾家庭提供及时 支援等。这件事情的启示是多方面的，既有建安层面的整改，也有消防层面的改进需求，比如高空无人 机消防、机器人消防等等，另外，房屋火灾财产保险等意识提升。 【板块聚焦】 德银在最新报告中，向市场发出了强烈看多黄金的信号。据追风交易台，德银在最新报告中大幅上调预 期，将2026年平均价格目标从此前的4000美元/盎司上调至4450美元/盎司，年度价格区间预计为3950- 4950美元/盎司，最高可能触及4950美元/盎司意味着金价或冲击5000美元大关。 11月26日，媒体称，特朗普在通话期间敲打日本首相高市早苗，要求她不要在台海问题上激怒中方。据 TBS电视台27日报道，日本首相高市早苗在26日的国会答辩中，没有再就涉台问题提及可能介 ...

紫建电子（301121.SZ）11月27日在投资者互动平台表示，公司目前是阿里相关智能眼镜产品的主要供 应商之一，也会继续依靠先进的技术、稳定可靠的产品质量，与国内外一流及知名品牌建立长期稳定的 战略合作关系。 （文章来源：每日经济新闻） 有投资者在投资者互动平台提问：请问贵公司是否与阿里夸克AI眼镜有合作？ ...

今日A股走出"早盘放量冲高、午后持续缩量回落、尾盘弱势震荡"的典型诱多行情。在外围科技利好延 续与消费政策加码刺激下，市场一度尝试突破关键压力位，但量能不济导致反弹戛然而止。截至收盘， 沪指微涨0.29%，深成指跌0.25%，创业板指跌0.44%，三大指数再度背离。两市全天成交额1.71万亿 元，较昨日缩量736亿元，显示做多动能明显衰竭。 截至11月27日收盘数据 周四的冲高回落，标志着本轮反弹进入犹豫期与分歧点。消费电子受华为Mate80、阿里AI眼镜等端侧 AI密集催化崛起，固态电池则受益于广汽产线投产与反内卷预期修复，均属低位补涨逻辑。而AI应用 端高位兑现，反映资金对"软件故事"的短期审美疲劳。 一、大势观察 | 指数 | 指数点位 | 涨跌幅 | 成交金额 | | --- | --- | --- | --- | | 上证指数 | 3, 875. 26 | +0. 29% | 6,985亿 | | 深证成指 | 12.875. 20 | -0.25% | 10, 113 亿 | | 创业板指 | 3, 031. 30 | -0. 44% | 4, 991 7 | | 科创 50 | 1.310. 7 ...

大家早上壕！ 先看海外要闻： 美股继续反弹，道指收涨1.43%、纳指收涨0.67%、标普500收涨0.91%；Meta收涨3.78%，谷歌A涨1.53%，亚马逊涨1.50%，微软涨0.63%，苹果 涨0.39%，英伟达跌2.59%。 特朗普：已指派美官员与俄乌双方就和平计划展开磋商。 英伟达：我们的GPU比谷歌的AI芯片领先一代。 新加坡国家AI计划放弃Meta模型，转向阿里千问。 智利国家铜业公司（Codelco）为2026年对华铜销售开出创纪录的溢价。 沙特阿美与Pasqal联手落成当地首台工业级量子计算机。 戴尔上调全年AI服务器发货预期。 国内重大事件汇总： 1、国家航天局官网发布《国家航天局推进商业航天高质量安全发展行动计划（2025—2027年）》。 4、阿里巴巴Q3营收同比增长4.8%，云业务收入激增34%，即时零售强劲增长60% ；阿里电话会：千问有望成未来AI生活入口，预计闪购Q4投入 显著收缩，3800亿资本开支可能偏小。 今日券商策略前瞻： 光大证券指出，市场放量普涨，大幅提振了市场人气和信心，接下来有望延续反弹修复行情。 今日题材方面： 1、人工智能 | 据上证报11月25日报道，新加 ...

Group 1 - The core viewpoint of the article discusses the ongoing "eyewear revolution" driven by AI glasses, highlighting their potential to enhance daily life through hands-free interaction and real-time information access [2][3]. - The article emphasizes the significant growth in AI glasses shipments, projecting a 533% year-on-year increase in 2024, with an expected total of 3.5 million units shipped by 2028, reflecting a compound annual growth rate of 119% from 2024 to 2028 [6][8]. - Key players in the AI glasses market include global tech giants like Meta and domestic brands such as Xiaomi, which are innovating in hardware and software to improve user experience and functionality [6][8]. Group 2 - The article outlines the AI glasses industry chain, which consists of upstream components like SoC chips and storage, midstream optical modules, and downstream assembly processes, indicating that each segment is crucial for the overall development of AI glasses [8][10]. - It highlights the importance of hardware upgrades, including advancements in chips, interaction methods, and display technologies, with a focus on dual-chip solutions and the integration of Micro LED for better performance and efficiency [11][16]. - The software aspect is also crucial, with trends towards dual systems for improved battery life and the development of proprietary large models to enhance user engagement and functionality in AI glasses [17][19].

Core Viewpoint - Hengxuan Technology announced that Alibaba's Quark AI glasses utilize the company's BES2800 chip, which significantly enhances performance, power consumption, and technological innovation [1] Group 1 - The BES2800 chip is manufactured using 6nm FinFET technology [1] - The chip integrates a multi-core CPU/GPU, NPU, large-capacity storage, low-power Wi-Fi, and dual-mode Bluetooth [1] - The advancements in the BES2800 chip lead to substantial improvements in performance and power efficiency [1]

Group 1 - The company, Green Precision (300968), clarified on October 28 that its precision structural components are not involved in the products related to Alibaba's Quark AI glasses [1]

Investment Rating - The industry rating is "Outperform the Market" [6][14] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is the first in the Android XR ecosystem and signifies a long-term collaboration between Samsung, Google, and Qualcomm, aiming to integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring a sleek black design and integration with various applications such as Amap, Alipay, Taobao, and Fliggy. Future plans include opening API interfaces to attract more developers [2] - Meta's smart glasses, Ray-Ban Display, have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked before November. Apple is reportedly developing competitive AI glasses, with plans to preview them in 2025 and release them in 2027, accelerating the timeline for a screen-equipped version originally set for 2028 [3] Summary by Sections - **Smart Glasses Market**: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition in this sector [1][2][3] - **Investment Opportunities**: The report suggests focusing on companies involved in smart glasses (e.g., Quick Smart, Deep Science, Rongqi Technology, Bozhong Precision), silicon-based OLED screens (e.g., Yirui Technology, Qingyue Technology), panel equipment (e.g., Liande Equipment), automation assembly equipment (e.g., Bozhong Precision), and 3D printing applications (e.g., Huashu High-Tech) [4]

Investment Rating - The industry rating is "Outperform the Market" [6][14] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is part of a long-term collaboration with Google and Qualcomm, aiming to integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring applications from various platforms and plans to open API interfaces for developers [2] - Meta's smart glasses have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked [3] - Apple is reportedly prioritizing the development of AI glasses to compete with Meta, with plans to preview the first model in 2025 and release it in 2027 [3] Summary by Sections - **Smart Glasses Market**: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition [1][2][3] - **Product Launches**: New products such as Samsung's Galaxy XR and Alibaba's Quark AI glasses are set to enhance the XR ecosystem and attract developer interest [1][2] - **Market Dynamics**: The report notes the competitive landscape, with significant advancements from companies like Meta and Apple, suggesting a robust future for the smart glasses segment [3] - **Investment Opportunities**: The report suggests focusing on companies involved in smart glasses, silicon-based OLED screens, panel equipment, automation assembly, and 3D printing applications [4]

Investment Rating - The industry rating is "Outperform the Market" [6][13] Core Insights - Samsung has officially launched its first native AI headset, the Galaxy XR, marking its entry into the extended reality (XR) field. This product is the first in the Android XR ecosystem and signifies a long-term collaboration between Samsung, Google, and Qualcomm, aiming to deeply integrate AI technology into immersive computing [1] - Alibaba's Quark AI glasses have begun pre-sales, featuring a sleek black design and integration with various applications such as Amap, Alipay, Taobao, and Fliggy. Future plans include opening API interfaces to attract more developers [2] - Meta's smart glasses, Ray-Ban Display, have seen strong market demand, with nearly all retail locations sold out and trial appointments fully booked before November [3] - Apple is reportedly prioritizing the development of AI glasses to compete with Meta, with plans to preview the first model in 2025 and release it in 2027, while an originally planned display version has been accelerated [3] Summary by Sections - **Smart Glasses Market**: The report highlights the active participation of major players like Samsung, Alibaba, Meta, and Apple in the smart glasses market, indicating a growing trend and competition in this sector [1][2][3] - **Product Launches**: New products such as Samsung's Galaxy XR and Alibaba's Quark AI glasses are set to enhance the XR ecosystem and attract consumer interest [1][2] - **Market Dynamics**: The report suggests a robust demand for smart glasses, with significant sales and pre-orders indicating a positive market outlook [3] - **Investment Opportunities**: The report recommends focusing on companies involved in smart glasses, silicon-based OLED screens, panel equipment, automation assembly, and 3D printing applications, suggesting potential investment opportunities in these areas [4]