作为常年跟踪苹果的"老炮儿"，马克・古尔曼在苹果内部人脉甚广，他的爆料几乎等同于预测。 这样一来，一幅极具反共识张力的画面出现了，小米在手机业务上，为了对标苹果，将原本的16改成了17，一度引发热议，苹果为了进入被小米 带火的AI眼镜领域，放弃了此前重金投入的Apple Vision业务。 AI眼镜，这个被小米一度带火的赛道，苹果决定跟进。 并且，为了实现对标，苹果还试图"放弃"相关的头显业务。 近期，彭博社马克・古尔曼在《Power On》栏目中透露，苹果正将研发重心从Apple Vision Pro转移至智能眼镜赛道，甚至暂停了轻量版头显开发 并调配核心团队资源，其首款产品Apple Glass计划于2026年发布、2027年正式发售 只不过，苹果没有高调宣布自己的种种举措，更想在暗中完成相应布局。 向小米看齐 小米AI眼镜的开局，绝对称得上梦幻。 在6月26日的"人车家全生态发布会"上，小米AI眼镜压轴登场，被小米内部认定为未来AI生态的主要入口。 截图来源于微博@小米公司 那个操着一口湖北口音的男人，小米公司创始人雷军，一举带火AI眼镜。 根据多家媒体报道，开售前五天，单是京东旗舰店的销量就突破了1万 ...

Group 1: OpenAI and AMD Partnership - OpenAI has signed a significant partnership with AMD, investing billions in AI data centers and potentially acquiring up to 160 million shares of AMD, representing about 10% of the company [2] - This collaboration positions AMD as a core strategic partner for top AI clients, marking a shift in the AI chip market from Nvidia's dominance to a "dual oligopoly" [2] Group 2: Storage Chip Market Dynamics - Samsung and SK Hynix have entered a strategic partnership with OpenAI to supply 900,000 DRAM and HBM wafers monthly, with OpenAI's HBM demand exceeding current global capacity by more than double [2] - The release of Sora 2 signifies a move towards practical applications of multimodal large models, significantly increasing storage requirements [2][3] - Major companies like Samsung and Micron are raising product prices, with DRAM contract prices expected to rise by 10-30% and NAND flash prices by 5-10% [2] Group 3: Nuclear Fusion Developments - The BEST project in Hefei, China, has achieved a key breakthrough, advancing the construction phase [4] - The Tianwan Nuclear Power Base has surpassed 500 billion kilowatt-hours of safe power generation [4] - An international conference on nuclear fusion energy will be held in Chengdu from October 13-18, indicating growing interest in the sector [4] Group 4: Solid-State Battery Advancements - A significant breakthrough in solid-state battery technology has been achieved, with a new composite cathode material increasing energy density by 86% [5] - The timeline for the industrialization of solid-state batteries is expected to advance from 2030 to 2027 due to these technological improvements [5] Group 5: AI Wearable Devices Market - Meta's new generation of smart glasses is nearing sell-out status, indicating strong consumer demand and successful product positioning [6] - Apple is shifting its focus from its mixed-reality headset to developing AI smart glasses, aiming to compete with Meta in the wearable device market [6][7] Group 6: AI Hardware Developments - OpenAI is in discussions to manufacture various hardware products, marking a transition from software to hardware in the AI sector [8] - Multiple companies, including Apple and DJI, are set to release new AI-related products, indicating a growing trend in AI hardware development [8] Group 7: AI Video Generation Technology - OpenAI launched Sora 2, a new AI video generation model that significantly enhances video realism and fluidity, positioning it as a leader in the industry [10] - The Sora App has quickly gained popularity, indicating a successful transition of AI video generation technology to consumer applications [10] Group 8: Gold Market Trends - Gold prices have reached historical highs, with New York futures hitting $4009 per ounce and London spot prices reaching $3985.51 per ounce [12] - Goldman Sachs has raised its 2026 gold price forecast to $4900 per ounce, driven by increased central bank purchases and geopolitical instability [12]

All right. So, ahead of this event, you were actually quoted in an article saying, "The real question for these devices, this $799 display uh wearable is, does it make our lives better? And does it have the potential to make our lives better?" After what you heard there from Mark Zuckerberg during that event, do you do you have a sense of how it can actually make our lives better. Yeah, I I definitely do.I think that it's kind of an upleveling of the smart classes experience and kind of enables you to look ...

转自： CSDN（ID：CSDNnews） 如果不是亲眼看到，谁能想到一家全球顶级科技公司，会在万众瞩目的发布会上"亲手对自己发起 DDoS 攻击"？ 在上周的 Meta Connect 2025 大会上， 小扎 本 打算用三款 新 智能 眼镜和一只神经腕带， 让全世界看到未来人机交互的模样 —— 结果 ， 却 因 为 两次严重的 演示 翻车，硬生生 把这 "封神机会" 变成了"社死现场"。 尴尬之下，小扎紧急甩锅给现场 Wi-Fi，可绝大多数网友并不买账。 眼看着舆论持续发酵， 事后 Meta CTO Andrew Bosworth 只好主动现身。他在 Instagram 上开了场 Q&A ，逐一回应了大家关心的"翻车 细节"： 好吧，其实根本不是 Wi-Fi 的锅。 三款新品齐发，Meta 想用智能眼镜再赌一次未来 在 Meta Connect 上，扎克伯格一口气发布 了三 款 新品： 同时，Met a 还展示了神经腕带（Neural Wristband），这是 其脑机接口布局的一部分，能通过肌电信号识别手部动作，实现"空中打字"等操作。 换句话说 ， 并不是 Mancuso 的 智能 眼镜没响应， 而是 ...

Group 1 - The consumer electronics sector is entering a period of intensive new product launches, which is expected to enhance the penetration rate of smart glasses [1] - Meta's smart glasses product matrix is taking shape, indicating potential investment opportunities in related industry chain companies [1] - Apple’s smartphone sales are anticipated to exceed expectations, leading to valuation recovery and new business growth catalysts for companies in the Apple supply chain [1]

人工智能机器人领域正在经历一场前所未有的"光子争夺战"，各大科技巨头正在疯狂收集现实世界的视觉数据来训练AI机器人。 摩根士丹利在最新研报中表示，随着AI机器人和具身人工智能的发展，特斯拉、Meta和Figure AI等大规模收集视觉数据来训练视觉语言行动 (VLA)模型。 具体来看，特斯拉转向"纯视觉"训练方法，Meta通过智能眼镜收集日常活动数据，而Brookfield与Figure AI合作在庞大的房地产组合中部署数据 收集。 这一趋势对投资者意味着，视觉数据成为AI训练的新"金矿"，拥有数据收集能力的公司将在AI机器人竞赛中占据优势地位。 摩根士丹利用"肥金枪鱼"比喻来解释视觉数据的价值：2019年一条612磅的蓝鳍金枪鱼在东京拍卖会上售价310万美元，但如果没有捕捞工具， 这条鱼的价值为零。同样，如果没有处理能力（yottaflops级算力，1 yottaflop = 1万亿teraflops），世界的视觉数据价值也为零。但一旦具备了 收集和处理能力，这些数据就变得极其珍贵。 摩根士丹利表示，视觉数据成为AI训练的新"金矿"，拥有数据收集能力的公司将在AI机器人竞赛中占据优势地位。目前特斯拉转向"纯 ...

一、证券市场回顾 南财金融终端数据显示，昨日(9月22日，下同)上证综指日内上涨0.22%，收于3828.58点，最高3831.74 点；深证成指日内上涨0.67%，收于13157.97点，最高13157.97点；创业板指日内上涨0.55%，收于 3107.89点，最高3107.89点。 二、ETF市场表现1、股票型ETF整体市场表现 昨日股票型ETF收益率中位数为0.34%。其中按照不同分类，规模指数ETF中广发国证2000ETF收益率最 高，为10.0%；行业指数ETF中广发国证信息技术创新主题ETF收益率最高，为5.03%；策略指数ETF中 前海开源中证500等权重ETF收益率最高，为0.45%；风格指数ETF中广发上证科创板成长ETF收益率最 高，为2.02%；主题指数ETF中富国中证消费电子主题ETF收益率最高，为5.84%。 | 美别 | 代码 | 基金名称 | 涨跌幅(%) | | --- | --- | --- | --- | | 股票型 | 516620.SH | 国泰中证影视主题ETF | -2.24% | | 股票型 | 159855.SZ | 银华中证影视主题ETF | -2.12% ...

Market Overview - The three major indices in China opened higher, with the Shanghai Composite Index up 0.04%, the Shenzhen Component Index up 0.68%, and the ChiNext Index up 1.02%, led by gains in sectors such as CPO, precious metals, and consumer electronics [1] - In the US market, major indices opened lower but rebounded, with the Dow Jones up 0.14% to 46,381.54 points, the S&P 500 up 0.44% to 6,693.75 points, and the Nasdaq up 0.70% to 22,788.98 points [2] Institutional Insights - CITIC Securities expressed optimism about the robotics sector, highlighting the acceleration of Tesla's Optimus industrialization and the completion of high-valuation financing for Figure, indicating a sustained catalytic period for the robotics sector [3] - Huatai Securities noted that despite August being a traditional off-season for e-commerce and express delivery, the "anti-involution" trend is boosting industry sentiment, with expectations of continued price increases as the peak season approaches [4] - China Galaxy Securities reported that the consumer electronics sector is entering a period of intensive new product launches, with Meta's smart glasses product matrix expected to enhance market penetration, and Apple’s phone sales anticipated to exceed expectations [5] - CITIC Securities highlighted the initiation of road tests for all-solid-state batteries by companies like SolidPower and Guoxuan High-Tech, with a focus on interface improvement and vehicle pressure to address core issues [6]

Group 1 - Century Huatong, the highest market value game company in A-shares, has unlocked stock worth approximately 600 million yuan for 27 core employees, averaging over 20 million yuan per person [3][5] - The company has seen a stock price increase of over 300% by 2025, following a significant recovery from previous financial scandals [3][5] - In the first half of 2025, Century Huatong reported an 86.5% year-on-year revenue growth and a 129.33% increase in net profit [5] Group 2 - Lei Jun, CEO of Xiaomi, is set to hold his sixth annual speech, focusing on the company's developments and innovations, including the Xiaomi automotive and chip advancements [7] - Ideal Auto has restructured its autonomous driving department into 11 sub-departments to enhance efficiency and product delivery [8] - Zero Run Auto achieved record sales of over 8,000 units in a weekend, with a monthly delivery of 57,066 vehicles in August, marking an 88% year-on-year increase [9] Group 3 - NIO's new ES8 model is priced starting at 408,600 yuan, with CEO Li Bin assuring that the pricing reflects reasonable profit margins due to improved technology and management efficiency [17] - Meituan's service experienced disruptions due to high order volumes, attributed to a regional storm, leading to a temporary inability to access merchant pages [27][28] - Meta's recent launch of smart glasses faced significant technical issues during a live demonstration, leading to widespread criticism and mockery [30] Group 4 - Nvidia announced a partnership with OpenAI, involving an investment of up to $100 billion and the construction of a massive AI data center [32] - Google has been ordered by a federal court to share core search data with competitors, marking a significant antitrust ruling [33] - Samsung's advanced memory chips have received certification from Nvidia, boosting its stock price significantly [35]

Core Viewpoint - The article highlights a significant surge in the consumer electronics sector, driven by strong demand for Apple's iPhone 17 and the collaboration between OpenAI and Luxshare Precision, indicating a new growth cycle in the industry [10][20][24]. Market Performance - A-shares saw collective gains, with the Shanghai Composite Index rising by 0.22%, Shenzhen Component by 0.67%, and the ChiNext Index by 0.55% [3]. - The trading volume in the Shanghai and Shenzhen markets reached 21,215 billion, a decrease of 2,023 billion from the previous trading day [4]. Key Company Movements - Luxshare Precision experienced a significant stock price increase, reaching a limit up with a maximum order amount exceeding 4.6 billion [2][13]. - Other Apple-related stocks in Hong Kong also rose sharply, with companies like AAC Technologies and Sunny Optical Technology seeing gains of nearly 10% [10]. OpenAI Collaboration - OpenAI has signed an agreement with Luxshare Precision to develop a consumer-grade device, which is currently in the prototype stage and expected to collaborate closely with OpenAI's AI models [10]. - Luxshare has reportedly secured at least one assembly contract for an OpenAI device, indicating strong future growth potential [10]. iPhone 17 Demand - Following the strong pre-sale performance of the iPhone 17, Apple has requested Luxshare to increase the daily production of the standard version by approximately 40% [10]. - The Chinese market's subsidy policy for electronic products priced below 6,000 yuan is expected to further stimulate demand for the iPhone 17, which is priced at 5,999 yuan [11]. Consumer Electronics Growth Cycle - The article suggests that the consumer electronics sector is entering a new growth cycle, supported by multiple favorable factors, including a series of product launches from major companies [16][19]. - Historical trends indicate that the consumer electronics sector has experienced strong growth cycles in the past, driven by technological advancements and market demand [20][21]. Future Market Outlook - The global high-end smartphone market is projected to grow by 8% in the first half of 2025, indicating a robust demand for premium devices [22]. - The wearable device market is also expected to see significant growth, with a forecasted shipment of 49.22 million units in Q2 2025, a year-on-year increase of 12.3% [22]. Investment Strategy - The article recommends focusing on leading companies within the consumer electronics supply chain, such as Luxshare Precision and other core players, as they are likely to benefit from the ongoing growth cycle [25][27]. - For investors seeking stable returns, investing in consumer electronics ETFs, particularly those with high exposure to Apple-related stocks, is suggested as a suitable strategy [27][28].