大公司： 极氪集团第二季度净亏损同比收窄88.8% 极氪集团披露数据显示，第二季度的总收益为274.31亿元，同比减少0.9%，环比增加24.6%。第二季度 净亏损为2.87亿元，同比收窄88.8%，环比收窄62.4%。（界面） 雷鸟创新与蚂蚁集团达成战略合作 36氪获悉，雷鸟创新与蚂蚁集团宣布达成战略合作，携手打造面向全球市场的数字支付融合创新解决方 案，推出雷鸟X3 Pro AI眼镜。据了解，雷鸟 X3 Pro全球首发看"蓝环"设备支付，无需唤醒语音助手、 无需口述金额，实现"看一下支付"。 速卖通墨西哥"海外托管"正式上线 36氪获悉，阿里旗下跨境电商平台速卖通AliExpress近期已在墨西哥上线"海外托管"服务。商家在墨西 哥本地备货，商品加入海外托管后可获得首页弹窗等权益。此前，速卖通"海外托管"已在美国、英国、 西班牙、德国、波兰等市场落地。 微博：二季度营收32亿元，调整后运营利润11.58亿元 唯品会：二季度净营收258亿元，GMV增至514亿元 36氪获悉，唯品会发布2025年二季度财报。财报显示，唯品会第二季度实现净营收258亿元，Non- GAAP净利润21亿元。同时，二季度商品交易总 ...

Summary of Conference Call Company and Industry Involved - The conference call primarily discusses **Doubao**, a company involved in the development of AI glasses and visual models, and the broader **smart glasses** industry. Core Points and Arguments 1. **Doubao's New Feature**: Doubao has updated its app to include a video call feature that allows users to interact with the AI by showing real-time visuals through their phone's camera, demonstrating high accuracy in recognition [1][2][3]. 2. **Understanding of Reality**: The AI's understanding of the real world is reported to be very accurate, providing fluent and contextually relevant responses during video calls [2]. 3. **Evolution of Visual Models**: The visual model has progressed from text-based Q&A to video and multimodal interactions, indicating a shift towards commercial viability [3]. 4. **Application Scenarios**: The AI model is suitable for environments with existing cameras, such as home security systems, and is particularly well-suited for integration into smart glasses [4][5]. 5. **Smart Glasses Market Potential**: The smart glasses market is expected to grow significantly, with the potential for AI models to enhance user experience by providing detailed information about the surroundings [6][7]. 6. **Upcoming Product Launches**: Doubao is expected to announce collaborations and product launches at the upcoming "Original Power Conference" on June 11, which may include advancements in video and visual technology [7]. 7. **Technological Advancements**: The conference highlights advancements in optical technology, including the use of dual-color waveguides and improvements in display quality, which are critical for the smart glasses market [8][9]. 8. **Market Competition**: Other companies, such as ROKI and Huawei, are also expected to release AR glasses, indicating a competitive landscape with increasing product availability [10][11]. 9. **Supply Chain Insights**: The supply chain for AR glasses is dominated by specific companies for components like optical engines and waveguides, with JVD being a key player [12][13]. 10. **Future Trends**: The industry is anticipated to see a surge in non-display smart glasses that leverage AI for enhanced functionality, suggesting a shift in consumer preferences [16][17]. Other Important but Overlooked Content 1. **Hardware Design Considerations**: Emphasis on making hardware components like cameras and microphones lightweight and compact for integration into glasses [18]. 2. **Software Development**: Discussion on the need for software that can effectively utilize existing mobile applications for navigation and interaction, hinting at a potential shift in design philosophy [19]. 3. **Investment Opportunities**: The call suggests that companies involved in chip manufacturing and assembly for AR glasses, such as Hengxing Technology and Longqi Technology, may present investment opportunities [15][21]. 4. **Market Readiness**: The overall sentiment is that the market for advanced visual understanding models is just beginning, with many consumers yet to experience the technology [22].