在个性化人工智能助理领域获胜对 Meta 来说意义重大，尤其是因为它拥有来自其所有资产的社 交数据以及可能成为未来几年人工智能形式因素的 AR/VR 眼镜的领先地位，可能会威胁到苹果 占据主导地位的移动平台。 为了实现上述愿景，扎克伯格愿意为此付出一切。 但在对Meta过度投资/投资不足的争论之前，不要忘记，Meta 的核心人工智能努力已经促进了 其应用系列部门的盈利能力的增长，因此，它可以作为公司支出计划的理由，特别是在其运营和 自由现金流继续扩大的情况下。 展望未来，投资者将在即将召开的第二季度收益电话会议 上寻求指导， 了解管理层计划如何在 新的超级智能团队的领导下加速收入增长。 随着预期收入和盈利预测 上调 ，Meta 现在需要超越这些预测，以保持当前的投资者乐观水平， 同时确保其运营和自由现金流不会受到打击。 这其中涉及很多事情。 作 者丨 Amrita Roy 编译 | 华尔街大事件 在过去的几个月里，Meta（NASDAQ：META）大举投资， 向人工智能公司 Scale AI（一家数 据标记引擎） 投资 143 亿美元，同时以高额 薪酬 从 OpenAI、谷歌和苹果挖角，组建"超级智 能"团队 ...

Group 1 - The core viewpoint of the articles highlights the increasing interest and investment in the smart glasses sector, with companies like Thunderobot Technology actively expanding their presence in this market [1][2][3][4] - Thunderobot Technology announced a joint investment with Huiding Optical and Opteck to establish Jiangsu Leo Huiding Smart Glasses Co., Ltd., with a registered capital of 10 million yuan, where Thunderobot holds a 35% stake [1] - The company aims to meet user demand for smart glasses services and expand sales channels by integrating resources such as services, technology, and market channels [1][2] Group 2 - In May, Thunderobot Technology signed a strategic cooperation agreement with Doctor Glasses and Huiding Optical to jointly explore the smart glasses market, launching the Thunderobot Aura AI smart shooting glasses equipped with advanced features [2] - The AI glasses market is experiencing rapid growth, with a projected 45% year-on-year increase in sales of consumer-grade AI/AR glasses in Q1 2025, reaching 96,000 units [2][3] - The entry of multiple manufacturers is expected to enhance collaboration across the industry chain, improving overall efficiency and competitiveness [2][3] Group 3 - The surge in AR/AI glasses releases is driven by breakthroughs in AI technology, enabling features like real-time translation and health monitoring [3] - Companies in the acoustic and optical sectors are increasingly entering the smart glasses market, with notable collaborations among various firms [3] - IDC suggests that the competition in the AR/VR market is intensifying as new players enter, shifting the focus from online to a diversified multi-channel approach [3] Group 4 - According to research from Vision, the AI glasses market is transitioning from an exploratory phase to a high-growth phase, with global sales expected to reach 5.5 million units by 2025, representing a 135% year-on-year increase [4]

CHINAFUND HEFFIF E PERFER = 12 BS F T = Z世代消费力解码:新消费投资地图 近日,中国基金报投资者教育社群联 长城基金推出"青年消费力大调研 线女士女弟派见弟里爷2000火女怒梦想 01 "性价比" 与"心价比" 全都要 理性VS感性:消费决策的双面图谱 年轻人不是无脑花钱,而是"精打细算用在日常, 花钱买个开心时绝不手软"。消费决策时,既看钱 包(性价比）,也看心情(心价比)。青年消费者 既注重商品的实际价值(性价比),也重视消费带 来的情感体验(心价比)，呈现出理性与感性并重 的消费特征。 23.3% 26.3% 13% 11.3% 1.9% 0.12% 精打细算型 情绪价值优先型 为爱发电型 实用主义型 潮流追随型 其他 02 "体验经济" 统治青年钱包 消费新内核:体验才是王道 "拥有"物质不再是年轻人的最高追求,大家更青 睐"经历"和"感受"带来的快乐。消费的核心也 从"买什么"转向了"做什么/感受什么"。年轻 人为"快乐体验"付费意愿碾压物质消费。 53.8% 兴趣爱好(潮玩/游戏): 21.1% 文化体验(古城旅行、演唱会等) 19.7% 美食餐饮(网红餐厅 ...

新消费的"新"，可以是新的东西，也可以是在传统消费形式上的创新。我认为，只要 是 你 花 钱 购 买 的 新 鲜 的 产 品 或 服 务 ， 比 如 玩 具 、 潮 玩 、 新 的 电 子 产 品 （ AR/VR 眼 镜 等）、智能驾驶汽车，以及滑雪、潜水等新的体验方式，都符合 新消费的定义 。 新消费其实是一个变迁的过程，现在的传统消费在过去实际上也是新消费，而且即便 是传统消费，也可以焕新变成新消费 。比如车的形式的转变——传统燃油车变成智能 技术汽车。这种变迁背后是人口代际的迭代，每一代年轻人都喜欢不一样的东西，7 0 后、80后、90后、00后、1 0后不同代际群体的喜好不同，表达个性的方式、交友的方 式也不同，由此催生了不同的消费需求。 现在一些新消费企业受到市场关注，并非只是因为概念火热，其背后逻辑是基本面比 较坚实，能交出好的经营业绩，才能支撑起股价上涨。因此， 在投资新消费标的时， 要清楚地区分：概念很受欢迎、很火热是一回事，业绩又是另一回事，我们还是要看 公 司 的 财 务 报 表 ， 看 收 入 、 利 润 是 否 在 增 长 ， 然 后 再 去 探 店 ， 进 行 印 证 ， 做 草 根 ...

央视网消息：第十二届世界运动会将于8月7日至17日在四川成都举行。作为非奥运项目最高水平的国际综合性运动会，第十二届世界运动会共 设34个大项、60个分项，256个小项，其中不少都是新潮、时尚，参与性很强的比赛项目。随着世运会比赛的临近，各项世运会新项目的普及 推广工作持续展开。 前不久，2025"西部碗"腰旗橄榄球邀请赛（青少年组）在成都市双流体育中心进行，比赛吸引了13支青少年队伍，近130名青少年运动员同场 竞技。 作为成都世界运动会的正式比赛项目，同时也是2028年洛杉矶奥运会的正式比赛项目，腰旗橄榄球的热度正不断攀升。 腰旗橄榄球裁判郑宇江介绍，腰旗橄榄球的特色是用腰旗代替头盔和护甲，用拔旗的这种防守行为代替冲撞，相对来说更简单、更安全。世运 会马上要开始，他们除了在成人方面以外，还让更多青少年参与进来。 成都世运会执委会表示，在世运会的筹办过程中，通过新兴项目进校园、进社区、进商圈等多种形式，在推广世运会比赛项目的同时，也将其 同全民健身紧密地结合起来。 成都世运会执委会副秘书长王毅介绍，趣味性很强，也很时尚、很新颖，很适合年轻市民。他们一共在全市建设了30个社区的点位，更多以活 动的方式来推广这 ...

Core Viewpoint - The first Global Intelligent Machinery and Electronic Products Expo will be held from December 4 to 6, 2023, in Macau and Zhuhai, aiming to enhance the Greater Bay Area's influence in the global intelligent manufacturing sector [1][2] Group 1: Event Overview - The expo is organized by the China Electronics Chamber of Commerce with support from various governmental bodies [1] - The theme of the expo is "Bay Area Intelligent Manufacturing, Global Sharing," focusing on creating a premier platform for consumer electronics [1] - The event will last for three days, with the first two days open to professional audiences and the third day open to the general public [1] Group 2: Exhibition Details - The expo will feature a dual-city exhibition model with six themed pavilions [2] - The Macau venue will include three themed pavilions: Intelligent Communication and IoT, Intelligent Audio-Visual and Metaverse, and Venture Capital New Concepts, covering an area of 40,000 square meters with around 500 participating companies [2] - The Zhuhai venue will host three themed pavilions: Intelligent Equipment and Industrial Internet, Intelligent Transportation and Future Mobility, and Smart Home and Health Technology, covering an area of 30,000 square meters with approximately 500 participating companies [2] Group 3: Activities and Forums - The expo will adopt a "forum + exhibition" model, featuring a total of "1+6+N" activities [2] - The opening ceremony and summit forum will take place in Macau, while new product launches will be held in both Zhuhai and Macau [2] - More than 50 supply and procurement matching activities will be organized during the event [2]

双城联动的全球智能机械与电子产品博览会，将于今年底在澳门和广东珠海同时举办。 双城联动，澳门会场展览面积达4万平方米 中国电子商会会长王宁透露，本届电子展首创双城联动会展模式，设置6大主题展馆。其中，澳门会场 以智能电子类产品为主，设置智能通信与物联网馆、智能视听与元宇宙馆、创投新概念馆，展览面积4 万m²，参展企业500家，展示卫星通讯、集成电路、新型显示、手机、AR/VR/XR产品、可穿戴智能设 备等产品及前沿科技项目、创新成果和商业模式。 珠海会场设置智能装备与工业互联网馆、智能交通与未来出行馆、智能家居与健康科技馆，展览面积3 万m²，参展企业约500家，主要展示机器人及数字化转型、新能源汽车、智能驾驶、无人机、低空科 技、智慧家居、智慧医疗等产品及应用。 据介绍，本届电子展将定向邀请5000位国际商协会代表、境内外采购商、行业领袖等到会，其中境外采 购商将邀请沃尔玛、戴姆勒、大众、三星等，预计将吸引海内外专业观众7万人到会。 展会期间将举办50场以上供采对接活动，组织采购商走进有关地市电子信息、光电通讯、家电、新能源 电池、声频电子、机械装备等产业集群和外贸转型升级基地。除了在北京启动首场路演推介， ...

一、全球消费电子市场概况 中国品牌正积极拓展海外市场，寻求更快增长。2020-2024年，中国出口机电产品金额持续上升，2023年较2021年增长超8%。全球消费电子行业市场规模也 呈增长态势，预计2024年海外市场规模增速约21%。 需求特点：消费者注重户外、疗愈、娱乐场景中五感愉悦氛围的极致体验，偏好场景化叙事方式。 增长品类： 充电宝：户外热潮推动"户外电源+"需求，新兴设备兼容需求增加。 便携音响：从"个听"到"氛围刚需"，满足露营、广场舞等多种场景。 AR/VR眼镜：从"小众极客"到"大众刚需"，虚拟巨幕观影和互动剧等推动其发展。 （二）欧美市场 需求特点：关注娱乐氛围感、情感陪伴及疗愈、个性化美容，情感体验成刚需，同样偏爱场景化叙事。 二、三大市场需求差异与增长品类 （一）中国市场 增长品类： 投影仪：后疫情时代家庭成为娱乐主场景，露营文化兴起，满足沉浸式体验需求。 智能陪伴机器人：应对孤独经济与心理健康关注，满足老年护理等需求。 家用美容仪：性价比高，结合AI肤质检测，满足个性化护肤需求。 （三）东南亚市场 需求特点：安全焦虑、能源焦虑、健康需求催生居家产品智能化升级，场景化叙事方式受青睐。 增 ...

Global Consumer Electronics Industry Overview - Chinese brands are actively expanding into overseas markets, driving continuous growth in the global consumer electronics industry. From 2020 to 2024, the export value of electromechanical products from China is expected to rise annually, with growth rates of 8.7%, 1.62%, and 6.78% for 2021-2023 respectively. The global consumer electronics market is also showing growth, with overseas market share exceeding 20% from 2021 to 2024 [1]. Market Demand Differences and Growth Categories China Market - Demand Characteristics: Consumers focus on extreme experiences in outdoor, therapeutic, and entertainment scenarios, preferring narrative-driven marketing [4]. - Growth Categories: - Power banks: Addressing outdoor power anxiety and compatibility with new devices. - Portable speakers: Transitioning from personal use to essential for creating atmosphere in various settings. - AR/VR glasses: Moving from niche to mainstream demand, particularly in entertainment and gaming [4]. Europe and America Market - Demand Characteristics: Key needs include entertainment atmosphere, emotional companionship, and personalized beauty, with a strong preference for narrative-driven marketing [4]. - Growth Categories: - Projectors: Catering to immersive home and outdoor entertainment experiences, symbolizing "lifestyle aesthetics." - Smart companion robots: Addressing loneliness and mental health needs, providing emotional support and elderly care. - Home beauty devices: High cost-performance ratio, integrating AI skin detection for personalized skincare [4]. Southeast Asia Market - Demand Characteristics: Safety concerns, energy anxiety, and health needs are driving the smart home product upgrades, with narrative-driven marketing being more readily accepted by consumers [4]. - Growth Categories: - Smart home security: Rising middle class and increased safety awareness are boosting demand for smart cameras. - Smart water heaters: Addressing soaring electricity prices and unstable gas supply, focusing on energy-saving and dual-mode functions. - Smart mattresses: Post-pandemic health awareness is increasing interest in sleep monitoring and chronic disease management [4]. Technological Innovations and Future Trends Technological Innovation Directions - AI technology: Deep integration into home appliances and wearable devices, such as AI translation headsets and whole-home smart systems. - Environmental technology: Covering the entire product lifecycle to aid in energy saving and carbon reduction. - Health technology: Expanding into home and personal care scenarios, creating a "holistic health network" [4]. Future Trends - Scenario-driven growth: Home and travel are common growth trends across China, Europe, and Southeast Asia. - AI and scenario integration: Examples include AI-driven smart brushing and cooking in home scenarios, and real-time translation with smart glasses in travel scenarios. - Hardware innovation: Standalone AR glasses are expected to become the next major computing platform [4].

SAN JOSE, Calif., June 18, 2025 (GLOBE NEWSWIRE) -- zSpace (NASDAQ: ZSPC) (“”zSpace” or the “Company”), a leading provider of augmented and virtual reality solutions for education, today announced that Upper Bucks County Technical School (UBCTS) has been named a zSpace School of Distinction, and automotive instructor Patrick Chrinko recognized as a zSpace educator of Distinction for their leadership in integrating immersive technology into career and technical education (CTE). The honors reflect UBCTS’s inn ...