本文源自：金融界AI电报 美股开盘集体上涨，道指涨0.2%，纳指涨0.23%，标普500指数涨0.28%。英伟达涨2%，Meta加码英伟 达，未来数年部署数百万颗芯片，首次采用Grace CPU。知情人士称苹果正发力可穿戴领域，2027年智 能眼镜、AI吊坠将陆续登场。 ...

美股开盘集体上涨，道指涨0.2%，纳指涨0.23%，标普500指数涨0.28%。英伟达涨2%，Meta加码英伟 达，未来数年部署数百万颗芯片，首次采用Grace CPU。苹果平开，知情人士称苹果正发力可穿戴领 域，2027年智能眼镜、AI吊坠将陆续登场。 ...

来源：环球网 【环球网科技综合报道】2月18日消息，据macworld援引彭博社报道称，苹果公司正全力推进三款新型 人工智能驱动的可穿戴设备研发，包括一款高端智能眼镜、一款AI吊坠配件，以及配备红外摄像头和 隔空手势功能的新一代AirPods。这些设备均需与iPhone配对使用，旨在将iPhone的感知与交互能力延伸 至用户日常生活的更多场景。 其中，智能眼镜被列为苹果当前可穿戴硬件的优先项目。不同于Vision Pro的沉浸式头显定位，这款眼 镜更接近Meta推出的AI眼镜产品形态，但聚焦于高品质设计与先进摄像头功能。设备将搭载高分辨率 摄像头，用于拍摄照片与视频，并配备专用环境感知摄像头、麦克风和扬声器，支持通话、Siri语音交 互、音乐播放及情境化操作。 据古尔曼透露，苹果正在开发多项差异化功能，包括实时文本识别与数字化、基于位置的情境提醒（例 如在超市自动提示购物清单物品），以及结合地标信息的增强型导航体验。为凸显其高端定位，该眼镜 将采用优质材料，包括提升质感的亚克力组件。尽管曾考虑与传统眼镜制造商合作，苹果最终决定自主 完成整机设计。目前项目已取得"重大进展"，预计2026年底前投入量产，2027 ...

Core Insights - Meta has acquired AI wearable startup Limitless, expanding its focus from smart glasses to a broader range of devices in the AI hardware sector [1][4] - This acquisition is part of Meta's strategy to accelerate its vision of "personal superintelligence," shifting some resources from the metaverse to AI wearable device development [1][5] - Limitless, previously known as Rewind, has raised over $33 million and has a 2023 valuation of $367 million [1][5] Group 1: Acquisition and Market Entry - The acquisition allows Meta to enter a burgeoning but crowded market for AI devices, which has faced scrutiny over privacy concerns [3][5] - Limitless produces a pendant device that can record and transcribe conversations, aiming to help users overcome cognitive limitations [5][6] - Meta's CEO Mark Zuckerberg emphasized the importance of wearable devices in developing "personal superintelligence" and announced the establishment of a new design studio within Reality Labs [1][4] Group 2: Competitive Landscape - The AI wearable device market is becoming increasingly competitive, with various tech companies and startups exploring different forms of AI hardware [5][6] - Other notable players include OpenAI, which is collaborating with former Apple designer Jony Ive on a palm-sized device, and Amazon, which recently acquired AI bracelet startup Bee [5][6] - Previous attempts at similar devices have faced challenges, including privacy issues and technical failures, highlighting the industry's hurdles in gaining market acceptance [3][6]