刚买到手的设备，还没捂热乎就爆降千元，估计是大家最不愿意看到的事情。特别是刚刚结束的国庆8天超长假，不少人为了出门旅游，特意买了新的大疆 无人机、Pocket 3，然后就看到官网传来"噩耗"——大促开始了。 其中明星产品Osmo Pocket 3自上市以来首次降价：标准版直降700元，全能套装版直降900元；运动相机Osmo Action 4最高降价1129元；Mini 4 Pro无人机降 幅达1478元，还有Osmo Mobile全系列也都直降超20%，此次降价促销从10月9日到14日，持续6天。 图源：大疆 虽然这一轮大促让大疆的门店几乎被挤爆，Pocket 3也再度脱销，但是也引起了众多网友的声讨，要求大疆"给个说法"。对此，大疆官方的回复也很迅速， 发布公告称此次大促是双十一活动的常规促销安排，至于部分网友提出的"退差价"要求，则基本没有理会。 从理性上来说，要怪也只能怪今年的双十一促销太早了，从往年10月中旬提前到国庆假期后的第一天。但是在消费者看来，这就是妥妥的背刺了，毕竟往年 的双十一大疆就算有促销，力度其实也不大，一些热销产品如Pocket 3等更是基本没有优惠。 当然，真要说的话，大疆也确实 ...

要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS 美国突然冒出新品牌1:1复刻大疆！硬件相同售价更低：还不受关税影响 近日，美国市场上突然出现了一个名为"Xtra"的本土新品牌，其产品与大疆的产品高度相似，但售价却便 宜得多，且不受关税影响。据报道，Xtra品牌于9月在美国亚马逊上架，其产品无论在外观、硬件还是系 统上，都与大疆的产品几乎完全相同，相似度高达99.9999%。 以Xtra Muse为例，这款产品从规格上看与大疆的Osmo Pocket 3几乎一模一样，但售价却相差悬殊， Xtra Muse仅需499美元，而大疆的Osmo Pocket 3售价为799美元。有媒体购买了Xtra Muse进行测 试，发现其在功能和体验上与大疆的Osmo Pocket 3毫无差别，包括启动速度、画质表现、人脸跟踪表 现、发热位置以及配件兼容性等方面均完全一致。唯一的例外是Xtra Muse无法使用大疆的无线麦克风系 列（Mic 2与Mic Mini） 1. 美国突然冒出新品牌1:1复刻大疆！硬件相同售价更低：还不受关税影响 2. 天猫团队被偶遇灵隐寺祈福：求降温卖爆双十一，回应：谁说生活没有观 ...

商报讯（实习生 曹茜 记者 杨伊琳）这两天，大疆官方启动的"双11"预热降价活动仍在持续发酵。这场 覆盖云台相机、无人机、无线麦克风等多款产品的促销中，上市后价格长期稳定的Osmo Pocket 3首次 直降900元，不仅迅速冲上微博热搜榜首，更引发消费者对"差价维权"的讨论与行业对"手持影像市场竞 争"的关注。 尽管大疆称此举为"常规促销"，但在销量冲高的背后，其面临的市场份额下滑、产品短板及生态挑战已 逐渐显现。 对于消费者关心的售后保障，该客服进一步补充："所有官方店铺购买的产品均享7天价保，若超过7天 但在30天内购买，可申请'退货重新购买'，相当于间接补上差价；30天以上则无法享受相关权益。" 降价是"清理库存"更是"应对竞争" "大疆这次降价看似突然，实则是市场压力下的必然选择。"电子消费行业分析师张磊在接受采访时表 示，从行业数据看，大疆在手持智能影像设备市场的处境已不如从前。根据Frost&Sullivan数据来看， 2024年，影石、大疆、GoPro三家合计占据78.9%的市场份额，但格局已生变：影石份额从2023年的 28.4%增至35.6%，大疆则从19.1%下滑至13.2%，GoPro ...

今年的双十一"背刺"比以往时候来得都要更早一些，但背刺并非来自于平台抢跑，而是品牌方主动大范围降价。 国庆中秋假期尚未结束，"大疆预告降价已购买消费者退货维权"词条就冲上了微博热搜。10 月 8 日，大疆在官网放出降价预告，宣布自 10 月 9 日 0 点至 10 月 14 日 24 点大面积降价促销，"狂欢开启，一降到底"。 大疆官方商城 和往年大疆双十一降价促销不同，此次大疆促销产品品类众多，既包括如 Osmo Pocket 3 等明星产品，也包括今年刚刚发售的大疆扫地机器人、Osmo 360 全景相机等新品，降价幅度从数百元至千余元不等。 刘靖康微博 过去一周，社交媒体上不断有消费者发出不满声音。一些在国庆前后提前购入相关产品的消费者更加无法接受，他们购机时也并不知晓大疆的促销计划。 大疆后续回应媒体问询称，本次价格调整是大疆为双十一推出的常规促销安排。针对近期购机消费者的不满，大疆称正通过各个渠道积极沟通。 不过，大疆并未在官方社交账号对外发声，也没有公布对消费者的补偿措施。似乎是有意淡化降价影响，除了在平台官方商城、自营电商店铺等销售渠道 外，大疆也未在社交平台上公开宣传降价促销信息。 倒是大疆的竞 ...

近日，扬子晚报/紫牛新闻记者注意到，影石Insta360创始人兼CEO刘靖康在微博发文称，可能有一部分影石的原因导致大疆大幅降价，为表歉意，在10月 2日到10月8日之间购买大疆产品的客户，在微博下晒订单证明可获得影石100元无门槛代金券。 刘靖康于10月13日发布的该条微博还提到，将在转发该微博的网友中抽选两名幸运儿，送出影石消费级相机全家桶或者大疆OSMO系列全家桶。 随后，"影石Insta360"官方账号在评论区发布了"影石100元无门槛代金券"的领取和使用规则："1、给影石官方客服提供以下3个凭证：10月2日-10月8日期 间的购买大疆产品的截图+购买订单号+本条微博评论截图，领取优惠券；2、影石100元优惠券使用期限：10月14日-11月11日； 3、10月14日14:00开放客 服兑换。" 公开资料显示，影石Insta360成立于2015年，是全球前沿的智能影像科技品牌。连续6年在全球全景相机市场稳居第一，2024年数据显示市占率已达67%。 主营产品包括全景相机、运动相机、专业级VR全景相机、视频会议设备、手持摄影设备等。 值得注意的是，此前大疆官方宣布多款产品将在双十一前降价，部分机型降价幅度 ...

10月13日，影石创新（688755.SH）CEO刘靖康微博发文称，可能有一部分因为影石的原因导致大疆大幅降价，为对很多刚买DJI产品的消费者表歉意，在10 月2日到10月8日之间购买大疆产品的客户，在本条微博下晒订单证明可获得影石100元无门槛代金券。 另外，他还提到本周内转发本条微博，将抽取两名幸运儿送影石消费级相机全家桶或者大疆OSMO系列全家桶。 截至目前，该条微博已经有超过7700条转发，超过3000条评论，2000多条点赞。有评论说"已经有了大疆，想试试影石"、"还能这么玩"、"刘总太凡尔赛 了，但我们消费者喜闻乐见"。还有人认为，影石这则道歉营销，成本极小，但声量极大。 此前，"大疆预告降价，已购买消费者退货维权"等话题引发大量关注，登上微博热搜。 大疆京东自营旗舰店显示，大疆双11活动从10月9日开始，以上优惠的期限是10月9日0点-10月14日24点。据智通财经记者查询，降价包括多款明星产品，涉 及云台相机、运动相机、航拍器等，其中Osmo Pocket 3标准版直降700元，Pocket 3全能套装直降900元；Mini 3 优选迷你航拍机直降900元，Mini 4 PRO航拍 无人机直降 ...

（央视财经《第一时间》）近日，大疆公司多款产品直降数百上千元，降价消息在部分已购买产品的消费者中引起争议。10 日，大疆公司回应，降价是"双十一"促销活动，但其线上线下退货政策的差异持续引发热议。 记者走访发现，部分线下门店对申请退差价的消费者开始进行一些赠送周边产品等方式的补偿。市场人士则指出，降价促销背 后，反映的是激烈的市场竞争环境，品牌方应通过技术创新提升产品价值。 据了解，大疆产品线上销售渠道，不同的平台价保和退换货时间各不相同，有的渠道支持自签收次日起30天内，包装配件齐 全，产品及包装无损坏，可申请退货；有的渠道支持7天价保或者退换货。部分线下购买产品的消费者却反映，他们所购买的 线下门店仅对7天内购买的产品退差价。记者在走访中发现，部分线下门店对超期无法退差价的消费者也开始进行赠送一些周 边产品等方式的补偿。 针对此次降价，消费者普遍关注的线上线下售后差异问题，业内人士指出，由于线上平台和线下经销商渠道在运营模式、成本 结构等方面存在差异，品牌方要实行完全统一的退换货与价保策略不太容易。 广东瀛尊律师事务所高级合伙人 吴昊：如果说商家在售卖过程中对于价格进行过一些承诺或者保证，大幅降价会造成商 ...

Investment Rating - The industry rating is "Outperform" (maintained rating) [9] Core Viewpoints - The report is optimistic about the upcoming year, anticipating a significant growth year for edge AI, particularly with the emergence of AI glasses as a key product form and flow entry point [1][16] - Apple is expected to launch its first smart glasses in 2026, with leadership changes potentially enhancing hardware and AI integration innovation [2][18] - Meta's AI glasses have seen sales growth exceeding expectations, indicating strong market demand and potential for further product launches [3][19][21] - OpenAI is developing a series of edge AI devices, with a focus on consumer electronics supply chain opportunities [4][24] Summary by Sections Edge AI - Edge AI is gaining traction with significant policy support and leading companies driving innovation in new products [1][16] - Apple is restructuring its product lineup with the iPhone 17 series and is expected to enter the foldable phone market in 2026, which could catalyze industry growth [2][16] - Meta's Ray-Ban smart glasses have seen a sales increase of over 200% year-on-year, with potential shipments reaching 4-5 million units in 2025 [3][19] - Rokid's smart glasses are being utilized by local police for vehicle identification, showcasing practical applications of AI glasses [5][22] - DJI has adjusted pricing for its Osmo Pocket 3, indicating preparation for the launch of a new generation product [5][23] - OpenAI is working on various edge AI devices, including a screenless smart speaker, with a target release by the end of 2026 or early 2027 [4][24] - Luxshare Precision is showcasing its leadership in AR technology with multiple product launches and innovations in optical interconnect solutions [4][25][29] Cloud AI - The report highlights the strong growth potential in the cloud AI sector, driven by domestic computing power and supply-demand dynamics [6][31] - OpenAI's developer conference showcased significant growth in user engagement and revolutionary technology releases, reshaping AI interaction [6][31] - OpenAI has introduced ChatGPT Pulse, enhancing user experience through personalized updates based on interactions [6][38] - Alibaba's cloud conference emphasized the future of AI and its role in creating a new generation of computing platforms [6][39][41] Investment Opportunities - The report suggests focusing on leading companies in the consumer electronics supply chain, including Luxshare Precision, as they are well-positioned to benefit from the growth in edge AI and related technologies [7][9]

Core Insights - The article discusses various developments in the tech and AI sectors, highlighting significant corporate actions, product launches, and market trends. Group 1: Company Developments - Zhipu Technology denies rumors of layoffs before its IPO, stating a demand for nearly 50 positions is still open [3] - Alibaba is entering the embodied intelligence space, forming a team led by the head of its large language model technology [4] - ByteDance initiates a new round of stock option buybacks, with prices for current employees rising by 5.5% and for former employees by 11.7% [5][6] - OpenAI's annual expenditure reaches $7 billion, primarily for cloud computing resources from Microsoft [8][10] - Intel's layoffs impact numerous Linux open-source projects, leading to many being abandoned [11] - Honor's executive faces backlash for controversial comments, prompting calls for CEO intervention [12] - A Chilean company is unable to reclaim mistakenly overpaid wages to an employee, resulting in a court ruling against them [13] - The U.S. Walmart lists the Yushun G1 humanoid robot at a 55% premium compared to its price in China [14] - Apple CEO Tim Cook may step down, with hardware engineering VP John Ternus as a potential successor [17] Group 2: Market Trends and Innovations - OpenAI signs a $1 trillion cloud computing partnership, enhancing its AI model capabilities [10] - Google unveils a new AI model, Gemini 2.5, designed for user interface interactions [27] - Ant Group releases a trillion-parameter language model, Ling-1T, which shows superior performance in various benchmarks [28] - Huawei introduces a new open-source quantization technology, SINQ, significantly reducing memory usage for large language models [29] - Cloud Deep Technology launches the world's first all-weather humanoid robot, DR02, designed for outdoor operations [30] - Google Cloud launches Gemini Enterprise, an AI platform aimed at automating tasks for employees [32]

Core Viewpoint - DJI's recent price cuts have sparked significant consumer backlash, leading to discussions about potential refunds and customer rights [1][3][5] Price Reduction Details - DJI announced substantial price reductions from October 9 to October 14, with the Osmo Pocket 3 standard version dropping from 3499 yuan to 2799 yuan (a reduction of 700 yuan), Action 4 dropping up to 1129 yuan, and Mini 4 PRO decreasing by 1478 yuan [3][6] - The price cuts affected products released within the last three months, including a recently launched vacuum cleaner and a panoramic camera [3] Consumer Reactions - Many consumers expressed frustration after being assured by sales staff that prices would not drop shortly before the significant reductions [5][7] - Some customers have successfully returned products for refunds, while others faced challenges due to activation status [8][5] Strategic Implications - The price cuts are seen as a strategic move by DJI to expand market share amid increasing competition and market pressures [6][12] - DJI's historical pricing stability has been disrupted, indicating a shift in strategy to counteract competitive threats and market dynamics [11][6] Market Challenges - DJI faces significant challenges in the North American market, where regulatory pressures and competition have intensified [12][13] - The consumer drone market is experiencing slower growth, transitioning from expansion to a more competitive landscape [14][15] Competitive Landscape - DJI's market share in the handheld imaging device sector is declining, with competitors like Insta360 gaining ground [16][21] - New entrants, including major smartphone manufacturers, are expected to increase competition in DJI's core markets [23][25] Long-term Strategy - DJI's price cuts may be part of a broader strategy to build a user base for future ecosystem development, similar to trends seen in the smartphone industry [26][28] - The company aims to leverage its supply chain advantages to maintain competitive pricing while expanding its ecosystem [25][28]