6月26日，小米AI眼镜正式揭开神秘面纱，以其融合拍照、录像、AI语音等功能的智能化体验引 发市场热议。 近日，投资者对AI眼镜产业链布局的关注度持续升温，纷纷在互动易平台上向相关公司提问，试 图探寻其在相关领域的布局情况。从目前回复来看，不少产业公司早已深耕其中，通过持续布 局、技术创新与业务拓展等，在这一新兴领域崭露头角。 "米链"公司各展身手 "这款眼镜的标准版价格为1999元！"6月26日晚间，小米董事长雷军正式公布了这款备受市场 期待的AI眼镜的售价。 小米AI眼镜超高性价比切入市场，其背后是芯片、光学、声学等产业链环 节的深度协同。 图片来源：小米发布会直播截图 近期，敏锐的投资者纷纷关注"米链"公司，部分企业"慷慨"透露与小米智能眼镜的合作细节。例 如，商络电子表示为小米智能眼镜间接供应被动器件和射频器件等产品。中科创达作为小米公司 客户，则与其在软件开发领域具有广泛合作。 与此同时，还有多家"米链"公司近期陆续披露了AI眼镜业务的最新进展。 "面向AI眼镜、AI手机等领域的高价值产品从第二季度开始批量交付，公司的营业收入和毛利率 有望回升。"佰维存储表示。2024年，公司面向AI眼镜产品收入约 ...

Core Insights - Thunderobot has been recognized as the only brand in the "eSports all-scenario equipment" category in the 2025 "China's 500 Most Valuable Brands" report, with a brand value of 21.839 billion yuan, marking a 111.60% increase over five years, setting a new record [1] - The company has achieved five consecutive increases in brand value during a period of global economic adjustment, successfully transitioning from a brand value of 10 billion to over 20 billion yuan, solidifying its image as a new domestic brand in eSports equipment [1] Group 1: Innovation and AI Integration - Thunderobot has outlined a growth path focused on the integration of AI technology and high-performance hardware, creating an ecosystem that includes "AIPC + AI smart glasses + Thunderobot AI smart body" [2] - The development of the Thunderobot AI smart body reflects the company's AI strategy, with collaborations with Alibaba Cloud and DeepSeek to enhance AI capabilities and provide personalized services [2][4] - The AI-driven products, such as the Thunderobot ZERO 18 Pro and Aura AI smart glasses, have become market hits, showcasing the company's competitive edge in the eSports equipment sector [4] Group 2: Market Expansion and Revenue Growth - The growth in brand value is attributed not only to AI but also to Thunderobot's unique position as a leading brand in the eSports equipment industry and its successful penetration into overseas markets [5] - The company has shifted from merely selling devices to offering comprehensive eSports experiences, resulting in a compound annual growth rate of 47.32% for peripheral products from 2019 to 2023 [5][6] - Thunderobot's overseas business has become a significant growth engine, with revenue from international operations increasing from 107 million yuan in 2021 to 1.15 billion yuan in 2024, reflecting a compound annual growth rate of 120.7% [8]

据智通财经5月20日消息，浙江近日印发《关于支持人工智能创新发展的若干措施》，将智能家居机器 人、智能眼镜等产品纳入消费品以旧换新补贴范围，按照产品售价的15%，给予最高2000元/件补助。 另据钛媒体报道，雷神AI智能眼镜预计5月30日开启预售，基础版售价1999元起。 中泰证券表示，眼镜为多模态AI大模型落地最佳载体；当前AI眼镜处于1到10阶段，渗透空间广阔，受 益于Rayban Meta持续增长，多款AI眼镜发售贡献增量以及小米、三星等大厂入局，2025年全球AI眼镜 销量有望增长至350万部，2030年销量有望达9000万部，2025-30年CAGR高达91.4%。 恒玄科技：基于公司BES2800的智能眼镜方案可实现轻量化模型的本地运行。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 同时国信证券指出，AI眼镜的SoC（系统级）芯片性能一定程度决定了产品的使用体验，也是AI眼镜差 异化的关键之一，当前主控芯片约占据整机成本的30%。此外，对AI眼镜来说，高性能的ISP（图像信 号处理器）芯片是决定AI眼镜成像质量的关键环节。 公司方面，据上市公司互动平台表示， ...

Group 1 - The core point of the news is the upcoming pre-sale of Raytheon AI smart glasses, starting at a price of 1999 yuan, with advanced features such as 1080P video recording and AI functionalities [1] - The smart glasses are equipped with a 5-microphone array for precise audio capture and include popular software like DeepSeek and Huoshan's intelligent language model for AI voice assistance, real-time translation, and image recognition [1] - Raytheon Technology announced the establishment of an intelligent glasses industry ecosystem alliance with several companies to promote innovation and popularization of smart glasses technology [1] Group 2 - In Q1 2025, global AI smart glasses sales reached 600,000 units, marking a year-on-year increase of 216%, with expectations for continued growth in the market [2] - Counterpoint Research forecasts that the global smart glasses market will see over 60% year-on-year growth by 2025, maintaining a compound annual growth rate of over 60% from 2025 to 2029 [2] - Major manufacturers are accelerating the development of AI smart glasses, with new products expected from companies like Xiaomi and ByteDance in the second quarter of 2025 [2] Group 3 - The first AI smart glasses industry summit was held in Shenzhen on August 23, 2024, leading to significant stock movements in the VR & AR sector, with leading company Skyworth Digital seeing a nearly 70% increase in stock price over two weeks [5] Group 4 - Related concept stocks include manufacturers like Xiaomi Group and Raytheon Technology, as well as various suppliers and component manufacturers such as GoerTek, Hengxuan Technology, and Crystal Optoelectronics [7]

Group 1 - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio, expected to provide approximately 1 trillion yuan in long-term liquidity to the market, along with a 0.1 percentage point decrease in policy interest rates [1] - The AI sector is experiencing a significant transformation, moving from quantitative to qualitative changes, with advancements in general large models demonstrating near-human capabilities in various cognitive tasks [1] - The AI technology is reshaping social production methods and human existence, indicating a profound impact on various industries [1] Group 2 - The release of multiple AI models by Alibaba and the financial results from major US tech companies highlight the competitive landscape in the AI sector [2] - The upcoming 2025 Lenovo Tech World and other significant industry events indicate a growing focus on AI and related technologies [2] - The emergence of new job roles, such as prompt engineers, reflects the changing employment landscape driven by AI advancements [4] Group 3 - The diversification of AI applications is evident, with digital human technology marking a shift towards multi-dimensional penetration in various fields, including education and healthcare [5] - The market for digital humans is projected to grow significantly, with estimates indicating a market size exceeding 640 billion yuan by 2025 [5] - The integration of AI into public services and commercial sectors demonstrates the expanding boundaries of technology applications [5] Group 4 - The competition in the AI industry is shifting towards breakthroughs in underlying technologies and cost control, with advancements in embodied intelligence and multi-modal models [7] - The technology sector is expected to regain momentum as concerns over previous performance and tariff disruptions dissipate, with a focus on long-term industry trends [8] - The upcoming months are critical for the tech sector, with numerous industry conferences and events expected to catalyze new growth opportunities [8] Group 5 - The TMT sector is showing signs of recovery, with a notable increase in net profit growth rates, particularly in the AI industry [9] - Institutional investors have significant room for increasing allocations in the TMT sector, particularly in computer and media segments [9] - The AI ETF, which tracks the innovation board's AI index, includes major companies across the AI value chain, indicating a strategic investment opportunity [9][10]

上 市 公 司 计算机 2025 年 04 月 30 日 雷神科技 (872190) ——24H2 国补刺激 PC 市场复苏，关注 50 系显卡产品 及 AI 眼镜新品表现 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 04 月 30 日 | | --- | --- | | 收盘价（元） | 32.98 | | 一年内最高/最低（元） | 48.62/11.23 | | 市净率 | 3.8 | | 股息率%（分红/股价） | 0.30 | | 流通 A 股市值（百万元） | 3,254 | | 上证指数/深证成指 | 3,279.03/9,899.82 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 8.63 | | 资产负债率% | 51.66 | | 总股本/流通 A 股（百万） | 100/99 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 04-30 05-31 06-30 07-31 08-31 09-30 10- ...