点击上图▲立即收听 " 给上一代硬件加上 ' 便宜 ' 的 AI ，再放到市场上快速迭代，这种 AI 硬件的 ' 华强北 ' 模式，可能在全世界范围内都难以复制。 " 这些 "一米柜台"月租上万，档口流动性很高，招牌换了一茬又一茬。今年以来，华强电子世界二店开出了不少"AI潮品"档口。 90后小雨在华强北做档口已经近10年，以前专卖自家工厂生产的蓝牙耳机。今年5月，她把门面重新装修，挂上了"AI穿戴"的招牌，开始主卖AI翻 译耳机。 把蓝牙耳机变成 AI耳机，在华强北是一件几乎零门槛的事。工厂和软件开发商合作，后者给蓝牙耳机接上大模型，一台设备30元钱左右。 这 30元，就是华强北给 AI 硬件标出的入场价，和这个行业如今动辄过亿的融资相比，显得有些廉价。 但 华强北之所以是华强北，正因为它能近 乎神奇地用廉价的入场券抓住每一个电子产业转折的风口，并制造出无数传奇故事。 从移动电话、智能手机，到手表、 VR设备等各类智能穿戴，过去近四十年间，华强北一次都没有落后。 这个占地 2.96平方公里的商圈，聚集了35个专业电子市场，被称为"中国电子第一街"。在这里做生意的人们，对行业风向有着高度灵敏的嗅觉。 他们很早 ...

Group 1 - The Beijing Digital Economy Experience Week, held on June 27, serves as a vibrant window to showcase the digital economy ahead of the 2025 Global Digital Economy Conference, featuring over 50 tech companies and immersive exhibition areas [1] - The event includes a digital experience area where an educational robot developed by Beijing Shangruitong Technology Co., Ltd. engages children with interactive questions, enhancing smart education quality [1] - The "Digital 'Tide' Market - AI Spark Market" is a key activity focusing on making technology accessible and showcasing the practical achievements of technology empowering a better life through immersive interactions and digital consumption scenarios [1] Group 2 - The participating companies at the market integrate AI deeply into their products, creating new functionalities and forms, particularly in the children's toy sector [2] - Shenzhen Liangxu Huanqiu Technology Co., Ltd. has developed an AI dog that interacts with children while incorporating an AI model for learning, tapping into the current hot trend in the gaming industry [2] - Hangzhou Taoyu Technology Co., Ltd. has created AI toys that allow for two-way interaction, addressing the pain point of traditional toys, with products like the "Fish AI Magic Mirror" designed to stimulate children's curiosity through a Socratic questioning method [2]

Group 1 - The core viewpoint is that the development space for edge AI is vast, with the Volcano Engine showcasing various smart hardware products like AI alarm clocks and AI learning machines, indicating a continuous increase in the categories of large models being implemented on hardware [1] - The Doubao large model family has been fully launched, covering various types such as language, video, and voice, demonstrating outstanding performance and cost advantages, and has been widely applied in industries like mobile, automotive, and finance, accelerating the process of industrial intelligence [1] - Multi-modal vertical upgrades are becoming an important path for the implementation of AI, with edge AI accelerating penetration in IoT and other fields, and technological advancements expected to show exponential growth with improvements in computing power and model optimization [1] Group 2 - The communication industry is performing steadily, with edge AI emerging as a significant growth point [1] - The Communication ETF (515880) tracks the communication equipment index (931160), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in communication network equipment, terminal devices, and related services from the A-share market to reflect the overall performance of the communication equipment industry [1] - Investors without stock accounts can consider the Guotai Zhongzheng All Index Communication Equipment ETF Connect A (007817) and Guotai Zhongzheng All Index Communication Equipment ETF Connect C (007818) [1]

Core Viewpoint - ByteDance's Volcano Engine is empowering a variety of hardware products with AI capabilities, with a clear trend towards multimodal visual understanding applications [1][2] Group 1: AI Hardware Development - The Force2025 conference showcased a range of AI-enabled hardware products, including AI clocks, learning machines, toys, and various smart devices, indicating the extension of large models into multiple product categories [2] - As of June 11, over 1 million AIoT products have been shipped that integrate the Doubao model, with expectations to exceed 10 million by the end of the year [2] Group 2: Multimodal Applications - The focus on multimodal applications is evident, with examples such as security cameras functioning as personal assistants and lamps equipped with cameras serving as learning aids [3] Group 3: Industry Participation - Various companies in the supply chain, including Broadcom Integration and Starry Technology, participated in the conference, highlighting their contributions to optimizing AI experiences and multimodal applications [4] - The upcoming release of Xiaomi's AI glasses is anticipated to boost market sentiment, with the product expected to be unveiled on June 26 [5]