Group 1 - Company signed a final agreement to acquire shares and other equity securities of Finnish AR diffraction waveguide technology leader Dispelix Oy, with the transaction expected to be completed in the first half of 2026, making Dispelix a wholly-owned subsidiary [1][3] - The acquisition stems from a long-term strategic partnership established in 2022, aiming to deepen synergies between Dispelix's expertise in waveguide design and manufacturing and the company's strengths in optics, precision manufacturing, and system-level integration [1][3] - The collaboration will leverage the company's global presence and key customer resources to accelerate the commercialization of AR waveguide technology in consumer and enterprise wearable devices [1][3] Group 2 - The company has already partnered with several leading OEM clients to develop the next generation of AR devices and is collaborating with top mobile terminal ecosystem builders to advance XR reference design hardware platforms [1][3] - Following the acquisition, Dispelix's products will enhance the company's XR product portfolio and solution capabilities, helping to solidify their global market leadership in diffraction optics [1][3] - This move is also a significant step for the company to expand into new product areas and create new growth engines [1][3] Group 3 - The company is also involved in the launch of the "Doubao AI phone" in collaboration with ZTE, which supports voice and side button wake-up methods, simulating human operations to complete complex tasks across applications [2][4] - This collaboration aligns with the trend of AI functionality transitioning from software to integrated hardware and software solutions, enhancing user experience [2][4] - The company aims to continue driving innovation across multiple fields by focusing on "AI + perception" and providing diverse perception solutions for the next generation of AI phones and wearable devices [2][4]

Core Viewpoint - AAC Technologies (瑞声科技) shares rose nearly 3%, currently trading at HKD 38.28 with a transaction volume of HKD 71.1751 million, following the launch of Alibaba's first self-developed flagship dual-display AI glasses, Quark AI Glasses S1, which emphasizes a super AI assistant experience [1] Group 1: Product Development and Collaboration - Alibaba's Quark AI Glasses S1 features a high-precision audio pickup system developed in collaboration with AAC, consisting of 5 high-performance microphones and 1 bone conduction microphone [1] - The AI phone, Doubao, utilizes AAC's high-performance X-axis linear motor and dual speaker system to enhance immersive voice and tactile interaction experiences [1] - AAC has previously collaborated with multiple overseas large model and smart terminal companies to explore innovative paths for "AI + terminal" applications [1] Group 2: Business Expansion - In addition to its traditional strengths in acoustic and haptic devices, AAC is expanding its business boundaries by providing optical waveguides, high-end cooling systems, and other perception solutions for AI phones, XR wearable devices, and new forms of smart hardware [1]

Core Viewpoint - AAC Technologies (瑞声科技) shares rose nearly 3%, currently up 2.08% at HKD 38.28, with a trading volume of HKD 71.175 million, following the launch of Alibaba's first self-developed flagship dual-display AI glasses, Quark AI Glasses S1, which emphasizes a super AI assistant experience [1] Group 1: Product Development - Alibaba's Quark AI Glasses S1 features a high-precision audio pickup system developed in collaboration with AAC, consisting of 5 high-performance microphones and 1 bone conduction microphone [1] - The AI phone, Doubao, utilizes AAC's self-developed high-performance X-axis linear motor and dual speaker system to enhance immersive voice and tactile interaction experiences [1] Group 2: Strategic Collaborations - AAC has reportedly collaborated deeply with several overseas large model and smart terminal companies to explore innovative paths for "AI + terminal" applications [1] - In addition to its traditional strengths in acoustic and haptic devices, AAC is expanding its business boundaries by providing optical waveguides, high-end cooling systems, and other perception solutions and core products for AI phones, XR wearable devices, and new forms of smart hardware [1]

消息面上，据瑞声科技官微消息，近日，阿里巴巴正式推出其首款自研旗舰双显AI眼镜——夸克AI眼 镜S1，主打超级AI助理体验。夸克团队与AAC瑞声科技(以下简称为AAC)深度共创关键的拾音技术：5 颗高性能麦克风(MIC)+ 1颗骨传导麦克风(VPU)，组成5麦克风阵列+骨传导的创新高精度拾音系统。据 悉，为提升语音交互和触感交互的沉浸感体验与精准度，豆包AI手机采用瑞声科技自研的高性能X轴线 性马达及双扬声器系统，为其提供核心感知能力支撑。 值得一提的是，据行业消息人士透露，瑞声科技此前已与海外多家大模型及智能终端企业深度协作，共 同探索"AI + 终端"的创新落地路径。除传统优势的声学、触觉器件外，公司还向AI手机、XR可穿戴设 备及全新形态智能硬件，输出光波导、高端散热系统等感知方案与核心产品，持续拓宽业务边界。 智通财经APP获悉，瑞声科技(02018)涨近3%，截至发稿，涨2.08%，报38.28港元，成交额7117.51万港 元。 ...