中央经济工作会议定调2026年经济，部署多项重点任务 12月10 - 11日中央经济工作会议在北京举行，习近平发表重要讲话。会议指出2025年经济社会发展主要 目标将顺利完成，同时也面临一些问题。2026年经济工作要坚持稳中求进等原则，实施积极财政和适度 宽松货币政策。重点任务包括建设国内市场、培育新动能、深化改革、开放合作、协调发展、绿色转 型、民生保障和风险化解等。详情>> 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 AI眼镜产业前景好，多企业入局且概念股受关注 美联储再降息25基点，市场反应复杂且关注后续政策 当地时间12月10日，美联储以9票对3票通过降息决议，将基准利率下调25个基点至3.50%-3.75%区间， 年内累计下调75基点。声明将于12月12日购国库券，未来30天买400亿美元。美股收高，标普逼近纪 录；油价下跌；美债收益率曲线牛市趋陡。市场对后续宽松政策分歧大，机构预测不一。详情>> ...

依托先进AI模型和成熟的Android移动生态系统，谷歌已准备好向领先玩家Meta发起正面挑战，意图在 下一代计算平台竞争中占据主动。 21世纪进军报道记者 彭新 AI眼镜赛道再迎巨头入场。 美国时间12月8日，谷歌举办直播活动，展示其AI眼镜生态进展，并宣布首款AI眼镜产品将于2026年上 市。 谷歌介绍，目前正携手合作伙伴打造两类AI眼镜。首先是专为"免看屏幕"需求打造的AI语音助理眼镜， 整合了扬声器、麦克风与镜头，让用户无需动手就能与Gemini交谈、拍照并获得协助。另一种则是具备 显示功能的AI眼镜，能将信息直接呈现在镜片上，用户可以在不打扰周边环境的同时，查看导航指引 或实时翻译字幕。 此外，谷歌展示了与中国AR企业Xreal共同打造的AI眼镜，代号为"Project Aura"。作为首款搭载Android XR平台的有线XR设备，该产品无需连接手机即可独立工作。 抢占AI新入口 目前来看，谷歌此次深度布局AI眼镜，与其说是进军，不如说是"重返"。 2012年，谷歌推出AR（增强现实）眼镜Google Glass（谷歌眼镜），向全球普及AR概念，然而这一产 品并不成功。第一代谷歌眼镜1500美元的 ...

立讯精密：与XREAL合作在无锡、昆山等地设立光学工厂，其中无锡工厂全自动化产线承担了关键部 件的量产任务，在轻量化设计和超薄光波导镜片工艺上的突破。 龙旗科技：与XREAL签署了AI/AR产业链战略协议，会为Project Aura提供硬件技术支持，助力该AR眼 镜的硬件性能优化。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 谷歌将于北京时间12月9日凌晨2点举行Android XR特别发布会，据悉将推出全球首款搭载Android XR平 台+Gemini AI的消费级AR眼镜Project Aura，标志着AR产业正式迈入"AI+空间计算"的全新阶段。 发布会最大亮点是Gemini AI将被深度集成至Android XR平台，实现上下文感知对话和自然语言虚拟助 手功能。用户可通过Gemini进行设备控制、信息查询和实时翻译等多维交互，极大增强交互体验。谷歌 Android XR平台的推出，有望复制安卓系统在智能手机领域的成功，推动AR产业进入"生态标准化"发 展阶段。 业内普遍认为，此次发布会标志着AI边缘（端侧）+XR产业正进入集中爆发期，有望推动扩展现实 （XR） ...

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - Google is transforming its search capabilities into a comprehensive AI ecosystem by 2025, moving from traditional search to an all-encompassing AI assistant [1][3] - The company showcased a wide array of new models, features, hardware, and platforms during the Google I/O 2025 event, indicating a significant evolution in its technology offerings [3][19] AI Model and Usage - The Gemini model has seen explosive growth, with monthly token processing increasing from under 10 trillion to 480 trillion, a 50-fold increase, and over 700 million developers utilizing Gemini for AI applications, a fivefold increase from last year [5] - Gemini boasts 400 million monthly active users, with a 45% increase in engagement for users of the 2.5 Pro model [5] Search Functionality - The new AI Mode redefines search as an AI assistant, moving beyond keyword matching to support natural language dialogue, multimodal recognition, and deep contextual understanding [6][7] - The AI can generate personalized recommendations based on user history and preferences, enhancing the search experience significantly [12] Gemini Model Upgrades - The Gemini model has been upgraded with three new versions: - Gemini 2.5 Pro Deep Think, designed for complex tasks, achieving a 40.4% score in the USAMO [13] - Gemini 2.5 Flash, which reduces token usage by 30% while maintaining multimodal understanding [15] - Gemini Diffusion, a new text generation model that is five times faster than previous versions [18] Hardware Innovations - Google introduced the Android XR platform and two new hardware prototypes powered by Gemini: - Project Aura, lightweight AR glasses designed for daily use [22] - Project Moohan, an immersive XR headset developed with Samsung [23] Content Generation - The new video generation model, Veo 3, significantly enhances image clarity and audio output, allowing for dynamic video creation [26][28] - The integration of the Imagen 4 model and the AI creative platform Flow creates a comprehensive AI filmmaking ecosystem [30] Developer Tools - Google launched the programming assistant Jules, which automates various coding tasks, and Gemini Code Assist, which supports complex coding scenarios with personalized suggestions [31][33] Subscription Model - Google introduced the AI Ultra subscription at $249.99 per month, unlocking extensive features including advanced models and significant cloud storage [34][36] Strategic Vision - The Google I/O 2025 event marked a shift in the company's approach, emphasizing that AI will permeate every aspect of user interaction, transforming how users engage with technology [38][40]