Core Insights - The article discusses the evolution of artificial intelligence (AI) over the past 70 years, highlighting significant milestones and the need for global collaboration in AI innovation [5][22] - It emphasizes the role of Shanghai and Hong Kong as key players in the AI landscape, showcasing their contributions and the potential for international collaboration [6][10] Group 1: Historical Context and Evolution - The concept of AI was first introduced in 1956, with early predictions of machines achieving human-level reasoning within a decade [3] - The journey of AI has included various phases, such as the golden age of symbolic reasoning, the AI winter, the resurgence of machine learning, and the explosion of deep learning [5] - Key breakthroughs in AI have been driven by interdisciplinary collaboration and the convergence of ideas, data, and computational power [5][22] Group 2: Shanghai's AI Ecosystem - Shanghai has nurtured foundational AI models and applications across various sectors, including healthcare and education [6][9] - Innovations such as the "ZhiYuan" robot, which set a Guinness World Record for the farthest distance walked by a humanoid robot, highlight China's advancements in embodied intelligence [9] - The city faces challenges in resource integration and global connectivity, particularly for AI companies seeking international expansion [9] Group 3: Hong Kong's Role as an AI Hub - Hong Kong is emerging as an AI hub in Asia, with around 500 AI-related organizations and 290 AI companies, supported by a robust capital market [10] - The Hong Kong government has allocated 3 billion HKD for AI initiatives, including the establishment of AI research institutes and supercomputing centers [10] - The upcoming WAIC UP! global annual conference in Hong Kong represents a significant opportunity for collaboration between Shanghai's AI practices and Hong Kong's international interface [10][11] Group 4: WAIC UP! Conference Insights - The WAIC UP! conference aims to connect various stakeholders in the AI ecosystem, providing a platform for sharing insights and fostering collaboration [11][13] - The conference features international speakers who will discuss the evolution of AI and its commercial potential, helping participants navigate the future landscape [14][15] - The event facilitates rapid networking and resource linking, allowing participants to establish connections that typically take months to develop [18] Group 5: Future Perspectives - The article underscores the importance of rethinking human roles in the age of AI, emphasizing that human judgment and emotional intelligence remain irreplaceable [23] - The WAIC serves as a platform for ongoing dialogue about the future of AI, encouraging diverse perspectives and interdisciplinary collaboration [25] - The evolution of AI from an academic topic to a broader civilizational issue reflects its growing significance in shaping the future [25]

站在"十五五"新程待启的关键时点，如何看待2026年的经济形势？2026年经济工作怎么干？新京报贝壳财经推出《看2026：十五五·启新程》专题报道，汇 聚监管部门、知名学者和领军企业家，解读政策脉络，洞察趋势变化。2026，我们携手出发。 对于企业而言，针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措？2026年有哪些战略发展目标？新京报贝壳财经记者就此采访了雷鸟创新创 始人兼CEO李宏伟。 李宏伟：一是加大关键技术研发力度，提高企业核心竞争力，如AR中光学显示、空间计算等核心技术，以及AI大模型技术等。二是构建全球化产业合作生 态，雷鸟全球100多家供应链企业，实现从Micro-OLED屏幕到AR专用芯片的全链条国产替代，很多相关技术，已经成为行业标准共识。 新京报贝壳财经：2026年，雷鸟创新在业绩增长、产品创新、业务线有何战略发展目标？ 李宏伟：我们计划扩大市场规模，在保持中国市场领先的同时，扩大在北美、欧洲等重点国家和地区的市场份额，持续投入核心技术研发，提高企业竞争 力。 新京报贝壳财经记者陈维城 编辑 岳彩周 校对 杨许丽 雷鸟创新创始人兼CEO李宏伟。受访者供图 新京报贝壳财经：中央经济 ...

Group 1 - The consumer electronics sector is undergoing a transformation driven by AI, leading to explosive growth in AI smartphones, AI laptops, and AR devices, increasing the demand for high-precision, miniaturized, and multifunctional components [1] - Luxshare Precision has disclosed its 2025 performance forecast, expecting a net profit attributable to shareholders of 16.52 billion to 17.19 billion yuan, representing a year-on-year growth of 23.6% to 28.6% [1] - The company is enhancing operational improvements through vertical integration, resource sharing, smart manufacturing empowerment, and optimization of its operational system following the acquisition of related assets [1] Group 2 - The industry has entered a new innovation cycle driven by AI, with Luxshare Precision deepening partnerships with major clients and successfully introducing multiple new product projects in emerging fields such as AR/VR and consumer-grade 3D printing [2] - Luxshare Precision has achieved comprehensive breakthroughs in the OEM and ODM sectors, completing vertical integration from parts to modules to complete machines, while also expanding client business horizontally [2] - The company's core strategy includes promoting collaborative growth between ODM and OEM businesses, which enhances product understanding and maximizes manufacturing value [2] Group 3 - The global surge in generative AI applications has led to rapid expansion in AI server and data center infrastructure, with strong demand for high-speed optical interconnect, thermal management, and power solutions [3] - Luxshare Precision has successfully positioned itself at key technological upgrade points in the industry, gaining significant business cooperation with cloud service providers and equipment manufacturers, thereby steadily increasing market share [3] - The rise of the "vehicle-road-cloud" era and the rapid implementation of autonomous driving projects have increased the demand for high-speed connectivity in smart vehicles, with the proportion of electronic and electrical components per vehicle rapidly increasing [3]

Core Viewpoint - AAC Technologies (02018) has seen a nearly 3% increase in stock price, currently at 38.8 HKD, with a trading volume of 35.08 million HKD, indicating positive market sentiment towards the company [1] Group 1: Company Developments - AAC Technologies has successfully transitioned its AR device for core customers in the North American market from the conceptual phase to mass production, marking a significant milestone in its product development [1] - The AR device meets key market demands for high-quality display and lightweight design, positioning it well within the AR smart glasses market [1] Group 2: Industry Insights - The XR industry is shifting from a conceptual exploration phase to a structural growth phase, with North America identified as a major consumer region for XR technology [1] - According to CounterPoint Research, sales of AR smart glasses in North America have increased by 68% year-on-year as of Q2 2025, highlighting the growing demand in this sector [1] - AAC Technologies' entry into the core supply chain for AR in North America signifies its strengthened position in the rapidly expanding XR market [1]

消息面上，据IT之家报道，近日，XR产业正从概念探索阶段向结构性增长阶段转型，在这个关键时 期，瑞声科技为北美市场的核心客户专门打造的AR设备，已经成功通过量产验证，开始大规模交付。 这款产品很好地满足了AR智能眼镜对高画质显示和轻量化设计的主要需求，在市场上很有适配性。根 据CounterPoint Research2025年第二季度的报告，北美是全球XR产业的主要消费地区，AR智能眼镜销 量同比增长了68%。瑞声科技AR设备成功量产交付，意味着它正式进入了北美AR供应链的核心圈子。 瑞声科技(02018)涨近3%，截至发稿，涨2.32%，报38.8港元，成交额3508.13万港元。 ...

编者荐语： 京沪的朋友们别慌，不是经济总量和地位。 以下文章来源于前瞻经济学人 ，作者产业观察组 前瞻经济学人 . 关注中国城市发展战略、把握全球新兴产业趋势！这是省长书记爱看的智库号之一。 逆势夺冠的背后，深圳做对了什么？ 深圳，再一次走在了中国城市的最前面。 01 超越京沪，深圳登顶专精特新第一城 2025年末，中国专精特新"小巨人"企业版图上，发生了一场历史性的"大洗牌"。随着全国第七批专精特 新"小巨人"企业名单公示，深圳以347家的新增数量位居全国城市首位，使得深圳有效期内"小巨人"企业总 量达到1333家，超越北京（1210家）和上海（1032家），登顶全国第一。 这标志着深圳正式成为中国的"专精特新第一城"！ 此外，按照目前深圳已上市"小巨人"企业71亿元的平均市值估算，这1333家企业总市值已接近10万亿量级， 彰显了巨大的经济价值。 作为优质中小企业的核心力量，专精特新"小巨人"企业集中在国家重点推进的"制造强国""补短板、强链 条"领域，入选门槛极高：必须在细分领域做到国内领先、掌握关键核心技术、拥有高强度的研发投入体 系，往往代表中国制造业的高端水准。 而在2019年国家层面正式启动培育 ...

福州大学副校长卢孝强在开幕致辞中表示，福州大学始终坚持服务国家战略，在新型显示领域已构建覆 盖 基础研究、技术开发到产业应用的全链条创新体系， 学校拥有平板显示技术国家地方联合工程研究 中心等多个国家级平台，在 Micro-LED、量子点显示等领域取得重要突破。本次大会汇聚 海峡两岸 智慧，是推动产学研深度融合、应对行业"卡脖子"难题的重要契机， 期待与各界协同攻坚行业关键难题 ，助力中国显示产业高质量发展。 12月13日，以"拥抱视界变革，共筑近眼显示未来"为主题的2025第一届中国近眼显示会议在福州高新 区隆重开幕。 本次会议 由福州大学、中国光学光电子行业协会液晶分会、中国电子视像行业协会、福州高新区管委 会、国家新型显示技术创新中心、国际信息显示学会（ SID）北京分会主办，福州大学平板显示技术国 家地方联合工程实验室、福州大学物理与信息工程学院、闽都创新实验室、福州市福大微纳显示科技有 限公司承办，汇聚来自 海峡两岸 的院士专家、行业协会、高校院所、企业代表等300余人参加。 会议采用 "会议+论坛"融合交流模式，深度聚焦近眼显示全产业链的核心环节与前沿突破，围绕高像素 密度显示屏、近眼显示光学模组 ...

Group 1 - The core point of the article is that AAC Technologies (02018.HK) has announced the acquisition of shares and other equity securities of Dispelix Oy, a leading company in AR diffraction waveguide technology, with the transaction expected to be completed in the first half of 2026, making Dispelix a subsidiary of AAC Technologies [2][6] Group 2 - Dispelix is a Finnish company focused on AR display solutions based on diffraction waveguides, with core technologies including single-layer waveguide design, high light transmittance, and high-contrast optical architecture, as well as semiconductor process-compatible technologies for large-scale production [5] - AAC Technologies and Dispelix have established a long-term strategic partnership, leveraging Dispelix's expertise in waveguide design and manufacturing alongside AAC Technologies' experience in optics, precision manufacturing, and system-level integration, potentially achieving synergistic effects [5] - Both companies have collaborated with several leading original equipment manufacturers (OEMs) to develop the next generation of AR devices and are also working with top global mobile terminal ecosystem builders on next-generation XR reference design hardware platforms [5] Group 3 - AAC Technologies primarily provides perception experience solutions, with divisions including acoustic products, speaker electromagnetic transmission and precision components, optical products, PSS automotive and consumer acoustic products, sensors and semiconductor products, and other product divisions [5] - According to the mid-2025 performance report, AAC Technologies achieved revenue of 13.32 billion yuan in the first half of the year, representing a year-on-year increase of 18.4%, with net profit reaching 876 million yuan, a significant year-on-year growth of 63.1%, and a gross margin of 20.7%, down 0.8 percentage points year-on-year, while the net profit margin was 6.6%, an increase of 1.8 percentage points [5]

Core Insights - Shenzhen has 42 unicorn companies in 2024, with a total valuation of $159.9 billion and an average valuation of $3.71 billion, marking a significant increase in unicorn numbers compared to other major cities in China [1][7] - The city has produced 13 new unicorns, accounting for 25% of the national total, making it the leading city in terms of new unicorns [1][7] - Shenzhen's unicorns are primarily concentrated in hard technology sectors, with 66.7% of them focusing on this area, showcasing strong innovation capabilities [3][9] Growth Factors - The rapid growth of unicorns in Shenzhen is attributed to a shift in policy from "single-point support" to "ecological empowerment," creating a comprehensive support system [4][10] - The "20+8" strategic emerging industry cluster policy has been pivotal in supporting sectors like integrated circuits, robotics, and clean energy, aligning with the distribution of unicorns in hard tech [4][10] - Shenzhen aims to cultivate 80 unicorns by 2027 through a multi-dimensional support system encompassing finance, talent, and innovation ecosystems [4][10] Innovation and Patents - Shenzhen unicorns hold an average of 141 authorized invention patents per company, significantly higher than Beijing (74) and Shanghai (81), indicating a robust innovation environment [3][9] - The city has a total of 151 invention applications per company, nearly double that of Beijing and Shanghai [3][9] Global Expansion - Over 80% of Shenzhen's unicorns are global companies, actively expanding into international markets through overseas factories and marketing networks [5][11] - Companies like XREAL and欣旺达动力 are seizing opportunities in the global market, with XREAL's AR device achieving significant overseas revenue [6][11] - The establishment of cross-border research environments and support for overseas technology acquisitions are facilitating this global expansion [6][11]

Core Insights - The company, AAC Technologies, has signed a final agreement to acquire shares and other equity securities of the Finnish AR diffraction waveguide technology firm, Dispelix Oy [1] - The transaction is expected to be completed in the first half of 2026, after which Dispelix will become a subsidiary of AAC Technologies [1] - Both companies are collaborating with several leading original equipment manufacturers (OEMs) to develop the next generation of AR devices [1]