Group 1 - Meta has officially canceled the upgrade projects for its VR product Quest 4 and is shifting focus to the development of a lightweight open headset called "Puffin," aiming for a 2026 release [1][2] - The "Puffin" headset will weigh less than 110 grams and feature a split architecture, with core hardware externalized to a pocket-sized device, significantly reducing head burden [2][4] - Meta's Reality Labs division has seen a decline in revenue, with the initial success of Quest 3S not sustaining in subsequent sales, while Ray-Ban Meta smart glasses remain a highlight [2][7] Group 2 - Apple's first smart glasses are expected to feature a custom processor based on the Apple Watch chip, focusing on energy efficiency and multi-camera visual recognition capabilities [3][4] - Both Meta and Apple view their upcoming smart glasses as "transitional products," aiming to capture user attention through lightweight design and AI functionalities, paving the way for future AR glasses [4][5] - The competition between Meta and Apple is not only about hardware technology but also about ecosystem advantages, with Meta leveraging its social user base and AI advertising, while Apple relies on its existing device ecosystem [7]

截至2025年6月4日 10:56，中证消费电子主题指数(931494)强势上涨1.40%，成分股环旭电子(601231)上涨6.45%，景旺电子(603228)上涨5.04%，生益科技 (600183)上涨4.72%，工业富联(601138)，寒武纪(688256)等个股跟涨。消费电子ETF(561600)盘中涨近2%，最新价报0.77元。拉长时间看，截至2025年6月3 日，消费电子ETF近1年累计上涨18.65%。 流动性方面，消费电子ETF盘中换手3.2%，成交580.71万元。拉长时间看，截至6月3日，消费电子ETF近1年日均成交1497.59万元，居可比基金前2。 规模方面，消费电子ETF近3月规模增长350.67万元，实现显著增长，新增规模位居可比基金1/5。 份额方面，消费电子ETF近1月份额增长1700.00万份，实现显著增长，新增份额位居可比基金2/5。 资金流入方面，消费电子ETF最新资金流入流出持平。拉长时间看，近20个交易日内，合计"吸金"1425.86万元。 消息面上，据业内人士称，Meta拟砍掉在售VR产品的升级项目，加速在明年底前推出一款"超轻薄开放式头显"。据了解。此前作为V ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 42519.64 | 214.16 | 0.51% | | | 纳斯达克 | 19398.96 | 156.35 | 0.81% | | | 标普500 | 5970.37 | 34.43 | 0.58% | | | 欧洲斯托克50 | 5375.70 | 20.14 | 0.38% | | | 英国富时100 | 8787.02 | 12.76 | 0.15% | | | 法国CAC40 | 7763.84 | 26.64 | 0.34% | | | 德国DAX30 | 24091.62 | 160.95 | 0.67% | | | 俄罗斯RTS 上证指数 | 1132.19 3361.98 | 5.66 14.49 | 0.50% 0.43% | | | 深证成指 创业板指 恒生指数 | 10057.17 D 2002.70 W. 80 Bugg 5 com 23512.49 | 16.54 354.52 | 0.16% 0.48% 1.53% | | ...

Meta被曝聚焦开发"超轻薄开放式头显" 智通财经6月4日电，Meta被曝调整开发计划：拟砍掉在售VR产品的升级项目，加速在明年底前推出一 款"超轻薄开放式头显"。据海外科技媒体援引多位知情人士爆料称，此前作为VR眼镜Quest 4升级的两 个备选方案"Pismo Low"和"Pismo High"已经被取消，所以Meta下一款采用传统设计的Quest头显至少要 到2027年才会上市。去年底，Meta也曾确认高端VR头显Quest Pro 2的一个备选项目被砍掉。与此同 时，Meta正在加速推进代号为"Puffin"的超轻薄开放式头显研发项目，目标是在2026年底前发布。形态 上这款设备将通过线缆连接独立计算模块和电池。知情人士称，Meta正在为这款产品探索不同价位的 显示系统方案，目前尚未确定最终量产版本。 ...