（原标题：舜宇光学 (02382)拟约19.03亿元转让上海奥来并入股歌尔光学 携手歌尔布局 AI/AR 光学业务） 舜宇光学科技(02382)公布，根据与歌尔股份及歌尔光学订立的谅解备忘录，于2025年10月9日，该公司、公司的全资附属舜宇浙江光学、宁波舜 奥、宁波舜承、舜宇浙江光学的全资附属宁波奥来及上海奥来与歌尔股份及歌尔光学订立换股合并协议，据此，宁波奥来(连同宁波舜奥及宁波舜 承)同意以代价约人民币 19.03亿元转让上海奥来全部股权予歌尔光学，以换取歌尔光学新增注册资本合计约人民币5.295亿元。 基于预期的换股合并协议，重组将由宁波奥来及上海奥来实施，据此，宁波舜奥及宁波舜承将认购上海奥来的股权，以使其资产净值达人民币10 亿元。 于完成后，歌尔光学的公司名称将更改为歌尔奥来光学科技有限公司(须经中国工商部门批准及进行登记)。 换股完成后，宁波奥来将持有歌尔光学约30.00%股权以及宁波舜奥及宁波舜承将合共持有歌尔光学约3.33%股权。上海奥来将于换股完成后成为 歌尔光学的全资附属公司。 根据换股合并协议，在换股完成的前提下，宁波奥来与歌尔股份同意通过于完成日期各自向歌尔光学注资人民币2亿元及2 ...

舜宇光学科技(02382)公布，根据与歌尔股份（002241）及歌尔光学订立的谅解备忘录，于2025年10月9 日，该公司、公司的全资附属舜宇浙江光学、宁波舜奥、宁波舜承、舜宇浙江光学的全资附属宁波奥来 及上海奥来与歌尔股份及歌尔光学订立换股合并协议，据此，宁波奥来(连同宁波舜奥及宁波舜承)同意 以代价约人民币19.03亿元转让上海奥来全部股权予歌尔光学，以换取歌尔光学新增注册资本合计约人 民币5.295亿元。 根据换股合并协议，在换股完成的前提下，宁波奥来与歌尔股份同意通过于完成日期各自向歌尔光学注 资人民币2亿元及2亿元的方式，分别认购歌尔光学新增注册资本约人民币5564万元及约人民币5564万 元。 于认购事项完成后，宁波奥来将持有经认购事项扩大后歌尔光学约31.31%的股权，并将成为歌尔光学 第二大股权拥有人。 公告称，人工智能(AI)正在全球迅速发展，而部分新AI产品，例如AI智能眼镜和增强现实(AR)硬件，受 到广泛关注，因此普遍预期该等AI及AR产品将在未来数年迅速发展。上海奥来多年来深耕晶圆级微纳 光学领域，并已建立坚实而具竞争力的基础，拥有一支经验丰富的技术人员团队，配备先进的工具、设 备及 ...

③可灵2.5Turbo模型登顶全球视频生成大模型榜单； ④微软将人工智能服务整合入Office套件； ⑤苹果搁置头显升级计划 转向开发AI智能眼镜。 OpenAI完成规模约66亿美元股份转让，公司估值达到5000亿美元。 ①OpenAI完成规模约66亿美元股份转让，公司估值达到5000亿美元； ②OpenAI宣布与日本数字厅达成战略合作； ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》 致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 1. 中信里昂发表报告， 将阿里巴巴(BABA.N)目标价由155美元，调高29%至200美元，投资评 级为"跑赢大市"。 中信里昂表示，由于人工智能（AI）需求强于预期，阿里巴巴目前预计未来3 年资本支出将逾3800亿元人民币，并预期其全球资料中心用电量将在2032年较2022年成长10 倍。统一模型有望成为全球领先的开源模型系列。它推出了全新的旗舰模型Qwen3—Max，拥有 超过1兆个参数和36兆个预训练资料。其模型工作室可以透过低程式码视觉化平台、代理SDK和 内建代理赋能代理开发。阿里巴巴将与英伟达在实体人工智能领域展开合作，并计划加速全球扩 张。该行相信，阿里巴巴将成为中国云端运算领域最大的赢家。 3. AI基础设施REIT公司Fermi登陆美股，收涨54.9%，市值近193亿美元。 专注于开发人工智 能(AI)用途电力及数据中心基础设施的得克萨斯州房地产投资信 ...

彭博：苹果暂停头显设备升级计划，转向优先开发Meta风格AI智能眼镜。苹果原计划在2027年推出代号N100的更轻便廉价版头显，但上周已在内部宣布将该项目人员调往眼镜研发部门。据悉，苹果正在研发至少两款智能眼镜。首款代号N50的机型需搭配iPhone使用，未配备显示屏，预计最早明年亮相，2027年上市。另一款带显示屏的版本原定2028年发布，如今也在加速研发，或将挑战Meta刚推出的Ray-Ban Display智能眼镜。 ...

Core Insights - The company is actively expanding its partnerships with leading AR glasses brands both domestically and internationally, having completed optical and mechanical integration with mainstream AR glasses C-end brand clients [1] - Strategic collaborations have been established with Hengxuan Technology, Hainan Tianzhifeng, and Zhihui Technology to build an intelligent AR glasses ecosystem, aiming for the development and mass production of high-performance, cost-effective AR glasses by the end of the year [1] - The company has also completed AR glasses solution integration with professional AR glasses brand clients and is fully committed to advancing its AR glasses business [1] Industry Overview - Meta is currently the largest player in the AI glasses market, with a significant increase in sales driven by the RayBan Meta smart glasses, which sold 720,000 units in Q2 2025, up from 250,000 units in the same period last year, representing a growth of 188% [1] - Analysts predict that the release of new AI glasses by Meta will likely lead to a substantial increase in AI glasses shipments in Q4 of this year [1]

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [3]. Core Insights - The company focuses on the esports equipment market, with a strategic emphasis on AIPC and AI technologies, aiming to enhance computing power and user experience [3][5]. - The esports industry is expected to experience significant growth, with the overall market projected to exceed 200 billion yuan by 2027, driven by supportive policies and a resurgence in esports events [4][39][42]. - The company has established a dual-driven strategy of "esports + domestic innovation," enhancing its brand value to 21.839 billion yuan and positioning itself as a key player in the domestic innovation sector [5][13]. Company Overview - The company specializes in high-performance esports PCs and peripherals, including laptops, desktops, monitors, and gaming accessories, catering to various user needs in esports, video creation, and digital design [3][5]. - In the first half of 2025, the company achieved a revenue of 1.388 billion yuan, reflecting a year-on-year growth of 13.19%, with a net profit of 14.3353 million yuan, up 69.31% [3][6]. - The company is recognized for its innovative products, including the launch of the Thunder ZERO18 and AI smart glasses, which solidify its competitive edge in the high-end market [3][18]. Industry Analysis - The global AIPC shipment is projected to reach 48 million units in 2024, accounting for 18% of total PC shipments, with expectations to exceed 100 million units by 2025 [4][50]. - The esports market is characterized by a young demographic, with 78.7% of users aged 30 and below, indicating a strong consumer base with significant spending power [40][41]. - The report highlights the increasing integration of AI technologies in the AIPC sector, which is anticipated to drive rapid advancements in the PC industry [50][56].

金磊 发自 凹非寺 量子位 | 公众号 QbitAI 正所谓 "得数据者得天下" ，这家央企算是把 高质量数据集 给玩明白了—— 超过 10万亿 tokens的通用大模型语料数据，以及覆盖 14个 关键行业的专业数据集，总存储量高达 350TB！ 如此庞大的体量，还不是杂乱无章的原始数据，而是经过精心标注和优化且包含多模态在内的行业数据，是随时可以在行业里"上岗"的那 种。 或许有小伙伴就要问了，这很重要吗？答案是非常确定的。 高质量数据集是经过采集、加工等数据处理，可直接用于开发和训练人工智能模型，能有效提升模型性能的数据的集合。建设高质量数据集 至关重要，因为它直接决定了AI模型的准确性、泛化性和可用性——优质数据是训练出高效准确模型的基础。 重要程度，可见一斑了。 那么这家央企到底是谁？ 不卖关子，它正是AI国家队—— 中国电信天翼AI ，其打造的 星辰MaaS平台 是建设高质量数据集的关键。 星辰MaaS平台像是一个数据精炼厂，通过四大核心协同运作，构建"数据—模型—服务"的完整闭环。 其中， 基模 作为"动力引擎"，提供基础认知与推理能力； 数据工具链 作为"原料库"，持续输送高质量的数据资源； 模 ...

Group 1 - A new AI smart glasses developed by Nanning Maiyue Software Co., Ltd. gained significant attention at the 22nd China-ASEAN Expo, combining multiple functions such as teleprompter, navigation, and translation [1] - Agricultural Bank of China (ABC) played a crucial role in supporting Maiyue Technology's successful listing in Hong Kong, acting as a global coordinator and lead underwriter [1] - ABC Nanning Branch customized a "Technology e-loan" product for Maiyue Technology, providing 8.5 million yuan to support the purchase of equipment and raw materials [1] Group 2 - Nanning Chuxin Integrated Circuit Design Co., Ltd. received financial support from ABC, being the world's first company to design and mass-produce OLED high-speed cache chips [2] - ABC Nanning Branch provided 8 million yuan in credit to Chuxin, offering preferential loan rates to help the company overcome funding challenges [2] - Guangxi Nannan Aluminum Processing Co., Ltd. operates a 300-meter air cushion heat treatment production line, producing 200,000 tons of high-end aluminum alloy materials annually [2] Group 3 - ABC Nanning Branch developed a comprehensive financing solution for Nannan Aluminum, including short-term loans and leasing arrangements, addressing the company's need for raw materials and debt restructuring [3] - As of August, ABC Nanning Branch had issued over 230 million yuan in strategic emerging industry loans to Nannan Aluminum, enhancing the company's competitive edge in aerospace aluminum manufacturing [3] - ABC Nanning Branch has provided loans exceeding 2.2 billion yuan to 133 technology-driven enterprises, aiming to foster a positive cycle among technology, industry, and finance [3]

Group 1 - A-shares showed mixed performance on September 24, with the Shanghai Composite Index rising by 0.26%, driven by gains in energy equipment, gas, and real estate sectors [1] - The Consumer Electronics ETF (159732) experienced a slight decline of 0.26%, while individual stocks like Jiangfeng Electronics, Hehui Optoelectronics-U, and Changying Precision saw significant increases of 14.35%, 10.00%, and 5.65% respectively [1] - Conversely, stocks such as Pengding Holdings and Shenghong Technology performed poorly, with declines of 5.38% and 4.62% respectively [1] Group 2 - Meta announced the launch of three new AI smart glasses at the Meta Connect 2025 conference, including Meta Ray-Ban Display, Oakley Meta Vanguard, and Ray-Ban Meta Gen 2 [3] - According to Macquarie Securities, Meta is leading the acceleration of AI+AR glasses penetration, which is expected to drive continuous upgrades in the supply chain [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with a focus on electronic manufacturing, semiconductors, and optical optoelectronics [3]