不是追逐风口， 而是vivo的自洽选择 智能手机改变过去， MR头显重构未来 在智能手机主宰移动互联网将近20年之后，MR头显成为了新一代智能终端的潜力接棒者。 尽管智能手机的出货量每年超过12亿台，仍是当今全球占有率最高、影响力最广的超级终端，但是MR头显正在以一股势如破竹的增长态势逼近主流地位。 根据IDC的数据显示，预计2025年全球智能头显市场出货量为1280万台，同比增长26%。而在中国这个全球最大的单一消费市场，这一未来的增长率直接突 破三位数，达到107%。 如果说智能手机作为数字世界的入口，以屏幕为核心承载了我们对于信息获取、沟通、娱乐、支付等能力的需要，那么MR头显则把这些能力「解锁」到现 实空间，突破了二维屏幕的局限。 一块屏幕能承载的数字生活已经触顶。信息、沟通、娱乐、支付，智能手机做到了极致，却始终停留在二维世界。而在MR头显里，办公协作、沉浸游戏、 空间导航等场景正被立体化、全景化地重构——这是用户第一次能够「走进」数字世界。 8月21日，vivo Vision探索版的推出，正是基于这种使用场景的延展，以及vivo在显示、算力、交互上的长期积累。 它并不是一次追逐风口的尝试，而是vi ...

Group 1 - The 21st China (Shenzhen) International Cultural Industries Fair (Cultural Fair) focuses on the integration of culture and technology, featuring over 6,280 exhibitors from government, cultural institutions, and enterprises [1][6] - The theme of the fair is "Innovation Leads the Trend, Creativity Lights Up Life," highlighting the exploration of effective mechanisms for cultural and technological integration [1][6] - The fair includes the debut of an AI exhibition assistant named "Wen Xiaobo" and an AI section with over 60 renowned AI companies participating [1][6] Group 2 - The fair showcases the "Qilu Cultural Model," which utilizes a large AI model to bring historical figures and cultural relics to life through interaction [2][3] - Mixed Reality (MR) experiences are prevalent, allowing attendees to interact with 3D representations of historical artifacts, enhancing the cultural experience [2][3] - The fair features over 120 new product launches, including the first manned civil unmanned aerial vehicle model and a zero-code AI generation software ecosystem [4][5] Group 3 - The AI mascot "AI Little Water Drop" is introduced, integrating generative AI and emotional computing to enhance cultural engagement [5] - The fair serves as a platform for Chinese cultural industries to expand internationally, with companies like BlueFocus showcasing immersive products that blend AI and VR to promote Chinese culture abroad [6][7] - The event implements 22 transaction promotion measures to enhance trade opportunities, aiming to connect cultural initiatives with economic growth [7]

一、行情 4月30日，AI眼镜板块大幅走强。深康佳A、中光学、瀛通通讯等涨停，博士眼镜、明月镜片一度涨逾10%。 | 股票名称 | 最新价 = | 涨跌幅 ◆ | 换手率 = | 流通市值令 | | --- | --- | --- | --- | --- | | 深康佳Ａ 000016.SZ | 5.45 | 首板 +10.10% | 3.79% | 87.0亿 | | 公司已研发出三色全彩Micro LED AR显示屏,并与厂商共同开发出AR眼镜 | | 09:30 涨停 | | | | 中光学 002189.SZ 拟减持 | | 首板 | | | | | 19.26 | +9.99% | 4.06% | 50.3亿 | | 公司生产的AR产品中核心部件光波导器件和VR产品中核心光学元件可以应用于MR产品中 | | 11:18 涨停 | | | | 瀛通通讯, 002861.SZ 拟减持 | | 首板 | | | | 公司参与中国电子音响行业协会组织的《智能音频眼镜技术规范》《高清无线音频技术规 | 14.53 | +9.99% | 30.87% | 21.8亿 | | 范及测试方法》团体标准起草,开发各类 ...