CES 2026 智能眼镜新品解读及产业趋势展望 20260107 摘要 Meta 在智能眼镜领域保持领先地位，Redmi Meta 系列 AI 眼镜 2025 年销量达 800 万，AR 眼镜 Meta Raven Display 发布后销量超预期， 显示其产品受欢迎程度较高。 Meta 计划在 2026 年推出与雷朋和 Oakley 联名的音频眼镜，具备助听 器功能，并应用于儿童注意力提升和翻译领域，预计 2026 年小批量迭 代版 AR 眼镜发货 20 万台。 极米发布了重量仅 28.9 克的新型带显示 AI 眼镜，是目前最轻的一款， 相比主流产品具有明显优势，定价 599 美元，预计 2026 年第二季度发 售。 雷鸟发布 X3 Pro Project eSIM，摆脱对手机的依赖；Excel 与华硕联 名推出 ROG X1，面向游戏玩家；Rokid Glasses 月出货量超 3 万台， 计划 2026 年达 100 万副。 小米计划在 2026 年推出 AI 眼镜和单色光波导 AR 眼镜，预计 AR 眼镜 出货量仅次于 Rokid，达到 20 万至 30 万副，AI 眼镜出货量可能超过 30 万副。 ...

浙江"经济第一区" ，瞄准"5000亿" 中新网杭州1月7日电(记者 王逸飞)以"群狼模式"著称的浙江县域经济，何时跑出首个"5000亿"GDP区 (县、市)？答案或就在"十五五"时期。 作为浙江"经济第一区"的杭州市余杭区，日前官宣其"十五五"发展目标，其中"地区生产总值突破5000 亿元大关"作为首要一条指标被提出。 其一，是以人工智能为代表的科技创新优势。 此番划出"5000亿"目标线，意味着余杭要在不确定、难预料因素增多的"十五五"时期实现两个"千亿"台 阶的跨越，并保持不低于过去五年的经济增速。若上述目标在2030年顺利实现，该区将达成9年GDP翻 倍(2021年GDP2502.2亿元)的成就。 在浙江省社科院院长查志强看来，余杭在做大经济总量、推进高质量发展方面，承担着为浙江县域经济 注入更多信心的重任。结合这层意义看，该区如何将愿景化为实景更加值得关注。 近日举行的余杭区委十五届十三次全体会议、余杭区委经济工作会议，对外释放出诸多打法信息。整体 来看，持续放大三重优势将成为余杭的重点方向。 杭州市余杭区。谭琴 供图 中国(杭州)人工智能小镇。谭琴 供图 这些年，"5000亿"的GDP量级一直是划 ...

New consumer bundle combines Mudra Link wristband with Rokid Glasses for touchless interaction- live demos coming to CES 2026, with launch planned for Q2 2026 Yokneam Illit, Israel, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Wearable Devices Ltd. (Nasdaq: WLDS, WLDSW) (“Wearable Devices” or the “Company”), a technology growth company specializing in artificial intelligence (“AI”)-powered touchless sensing wearables, recently announced a collaboration with Rokid – a global pioneer in human-computer interaction and au ...

Investment Rating - The report maintains a "Buy" rating for several companies, including Stone Technology, Eufy, Anker Innovation, Ecovacs, Ugreen Technology, and XGIMI, with target prices set for each [9][13]. Core Insights - The report highlights the rapid advancement of AI and robotics technologies in consumer electronics, particularly in smart home devices, cleaning appliances, and wearable technology, indicating a significant investment opportunity in the tech consumer sector for 2026 [1][6]. - The CES 2026 event is identified as a crucial observation point for AI applications in consumer products, with expectations for innovative product launches across various categories [1][6]. Summary by Sections Smart Cleaning Appliances - The robotic vacuum cleaner industry is transitioning into a phase of micro-innovation, with notable product launches such as the G-Rover by Stone Technology, which features dual mechanical legs for enhanced cleaning capabilities [2]. - Other companies like Ecovacs and Chase are also introducing advanced models with improved obstacle avoidance technology and multifunctional capabilities [2]. Garden Robots - The CES showcased numerous new products aimed at garden maintenance, including robotic lawn mowers and pool cleaning robots, with companies like Ninebot and MOVA presenting models that cover various residential and commercial applications [3]. Smart Hardware - The traditional 3C accessories market is experiencing competition, but companies like Ugreen and Anker are carving out niches by innovating and enhancing product offerings, such as the new AI NAS products and security devices [4]. AI Glasses - AI glasses are emerging as a significant wearable technology, with Chinese manufacturers leading the lightweight trend. Notable products include Alibaba's Quark AI Glasses S1 and Rokid's offerings, which feature functionalities like translation and scene guidance [5]. Investment Opportunities - The report emphasizes that AI-driven product innovation will be a key growth driver for tech consumer companies in 2026, with recommendations for investment in companies that are well-positioned to capitalize on these trends [6].

Core Viewpoint - The 2026 Consumer Electronics Show (CES) is anticipated to showcase significant advancements in technology, particularly in AI, robotics, and consumer electronics, with a focus on cost reduction and efficiency improvements [7][10]. Group 1: Chip Industry Strategies - NVIDIA is shifting its focus away from traditional consumer graphics cards, emphasizing "Physical AI" to extend AI computing capabilities into robotics and industrial applications, with potential delays in the RTX 50 Super series due to high GDDR7 memory prices [8][14]. - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops and Ryzen AI 400 series for mobile devices, targeting workstation users with advanced features [14]. - Intel is set to release the Core Ultra Series 3, which includes approximately 14 SKUs, with the flagship model featuring 16 cores and a maximum frequency of 5.1GHz, aiming to regain market confidence in its advanced manufacturing capabilities [14]. Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots, with a focus on practical applications and real-world testing [10]. - The competition among countries in robotics is intensifying, with China focusing on cost control and mass production, while the U.S. showcases technological benchmarks through companies like Boston Dynamics [15]. - South Korea is forming alliances to enhance its robotics capabilities, exemplified by the "K-Humanoid" alliance led by Rainbow Robotics, showcasing industrial-grade humanoid robots [15]. Group 3: XR and Consumer Electronics - The XR market is currently in a digestion phase following the release of Apple Vision Pro, with CES 2026 expected to mark the beginning of a counterattack from the Android camp [12]. - Samsung is debuting the Galaxy XR glasses, which integrate advanced AI features and aim to compete with Apple's ecosystem [16]. - Chinese companies are leading the trend of lightweight AI glasses, with products like the Quark AI Glasses S1 and Rokid Glasses focusing on practical applications such as real-time translation and AR navigation [16]. Group 4: Automotive Industry Innovations - The automotive sector is transitioning from "software-defined" to "AI-defined," with a competitive arms race in chip technology [13][21]. - Companies like Geely and Great Wall are showcasing innovations in vehicle architecture, while BMW is presenting its iX3 based on the Neue Klasse architecture, integrating advanced technologies [21]. Group 5: Display and Hardware Innovations - Lenovo is introducing innovative hardware solutions, including AI-driven automatic rotating screens and rollable laptops, addressing the balance between large displays and portability [22]. - Display technology advancements are highlighted by TCL and Hisense, focusing on Mini-LED technology and AI image processing capabilities to enhance picture quality [22].

Core Insights - The CES 2026 highlights a strategic divergence among chip giants, with NVIDIA shifting focus towards industrial AI and robotics, while AMD and Intel continue to enhance their traditional PC markets [2][4]. Group 1: Chip Giants' Strategies - NVIDIA is expected to delay the launch of the RTX 50 Super series due to high GDDR7 memory prices and supply shortages, with CEO Jensen Huang emphasizing "Physical AI" to extend AI computing power into robotics and industrial applications [4]. - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops, with the flagship Ryzen 9 9950X3D2 featuring dual-chip 3D V-Cache and 192MB L3 cache aimed at workstation users [4]. - Intel is set to release the Intel Core Ultra Series 3 (Panther Lake), which includes approximately 14 SKUs, with the flagship Core Ultra X9 388H featuring 16 cores and a maximum frequency of 5.1GHz, potentially alleviating market concerns about its advanced process execution [5]. Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots transitioning from demonstration to practical application, focusing on cost reduction and efficiency improvements [7]. - The competition among Chinese, American, and Korean manufacturers is intensifying, with companies like Yushu and Zhiyuan leading cost control efforts, while Boston Dynamics showcases its Atlas robot, and South Korea presents the "K-Humanoid" alliance [10][11]. Group 3: Automotive Industry Transformation - The automotive sector is undergoing a significant technological transformation, with a clearer competitive landscape for intelligent driving chips [13][14]. - NVIDIA leads the high-end L4 market with its Thor chip, while Qualcomm, despite lower AI computing power, successfully penetrates the supply chains of companies like Ideal and Mercedes with its Snapdragon Ride Elite platform [15]. - Chinese automakers like Geely and Great Wall are demonstrating advancements in architecture innovation, while BMW showcases its iX3 based on the Neue Klasse architecture [16]. Group 4: Hardware Innovations - Companies are exploring radical hardware innovations to overcome traditional limitations, with Lenovo presenting prototypes of AI-driven automatic rotating screens and rollable laptops [21]. - TCL and Hisense continue to focus on Mini-LED technology, emphasizing the role of AI image processors in enhancing display quality [21].

Group 1: CES 2026 Overview - The 2026 Consumer Electronics Show (CES) will take place from January 4 to 9 in Las Vegas, serving as a significant platform for tech companies to unveil new products, including those in concept stages [1] - The strategies of chip giants will show notable divergence at CES 2026, with NVIDIA shifting focus away from traditional consumer graphics cards [1] Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots transitioning from demonstration to practical applications, emphasizing cost reduction and real-world validation [2] - The XR market is undergoing a "digestive period" following the release of Apple Vision Pro, with CES 2026 marking the beginning of a counterattack from the Android camp [3] Group 3: Automotive Industry Innovations - The automotive sector is experiencing a deep transformation in its technological architecture, with a clearer competitive landscape for smart driving chips [4] - Key players like NVIDIA, Qualcomm, and Mobileye are competing in the chip arms race, with NVIDIA leading the high-end L4 market with its Thor chip [8] Group 4: Company-Specific Strategies - NVIDIA's anticipated RTX 50 Super series graphics cards may be delayed due to high GDDR7 memory prices and supply shortages, with CEO Jensen Huang focusing on "Physical AI" to extend AI computing power into robotics and industrial applications [5] - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops and Ryzen AI 400 series for mobile devices [5] - Intel is set to release the Intel Core Ultra Series 3, which includes approximately 14 SKUs, aiming to alleviate market concerns regarding its advanced process execution capabilities [5] Group 5: Chinese and Korean Market Dynamics - Chinese companies like Yushu and Zhiyuan are leading in cost control, with Yushu expected to showcase its G1 mass production version [5] - South Korea is presenting the "K-Humanoid" alliance, led by Rainbow Robotics, showcasing industrial-grade humanoid robots and demonstrating ambitions for full supply chain integration [5] Group 6: Consumer Electronics Trends - Smart home devices, particularly robotic vacuum cleaners, are entering a phase of "micro-innovation," focusing on enhancing autonomous service capabilities rather than just technical specifications [5] - Lenovo is exploring radical form factor innovations with products like the ThinkBook Plus Gen 7 Auto Twist and ThinkPad Rollable XD, addressing the balance between large screens and portability [6]

Investment Rating - The report initiates coverage on Lens Technology (300433.SZ) with a "Buy" rating [4]. Core Insights - Lens Technology is positioned as a one-stop precision manufacturing solution provider for the global smart terminal industry, focusing primarily on mobile glass processing. The company is expected to benefit significantly from the upcoming launch of foldable iPhones in 2026, which could drive substantial revenue growth [4]. - The report forecasts Lens Technology's revenue for 2025, 2026, and 2027 to be approximately 90.66 billion, 112.84 billion, and 134.90 billion yuan, respectively, with year-on-year growth rates of 29.7%, 24.5%, and 19.6% [4]. - The anticipated launch of foldable iPhones is expected to fill a gap in the high-end smartphone market, as the demand for Pro versions of iPhones has been increasing significantly [4]. - The company is also expanding into the AI glasses sector, providing comprehensive production services for Rokid Glasses, which may offer a first-mover advantage in the smart glasses market [4]. - Lens Technology is diversifying its business by engaging in humanoid robotics, with plans to assemble the Lingxi X2 robot and participate in the development of key components [4]. Financial Data and Profit Forecast - Total revenue is projected to grow from 54.49 billion yuan in 2023 to 134.90 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 19.6% [4]. - The net profit attributable to the parent company is expected to increase from 3.02 billion yuan in 2023 to 7.93 billion yuan in 2027, reflecting a CAGR of 18.3% [4]. - Earnings per share (EPS) are forecasted to rise from 0.57 yuan in 2023 to 1.59 yuan in 2027 [4]. - The report indicates a stable gross margin, projected at 16.1%, 15.9%, and 15.8% for the years 2025, 2026, and 2027, respectively [4]. Market Trends and Competitive Landscape - The global foldable smartphone market is expected to see significant growth, with an estimated 15.3 million units sold in 2024, and Lens Technology is well-positioned to capitalize on this trend with its manufacturing capabilities [4]. - The report highlights that the average selling price (ASP) of iPhones is significantly higher than that of competitors, suggesting that the introduction of a foldable iPhone could outperform market expectations due to brand premium [4]. - The increasing sales proportion of Pro versions of iPhones indicates a shift in consumer demand towards higher-end models, which could further enhance Lens Technology's market position [4].

"用2000到4000元，买一个不确定的未来，值得吗？" 能拍、能摄、能投影。这些瞬间的共同点，是实现了科技设备"从手持到穿戴"的范式转移。 这是所有潜在消费者在审视AI眼镜时，心中最核心的一问。行业尚处于稚嫩早期，消费者可以列出一万个不买的理由。 然而，一些人也在转念思考——从"为什么不买"转向"为什么要买"。从中会发现驱动早期用户的，并非投机猎奇，而是为"拿到未来生活入场券"，做一场 跟跑。 给我一个买AI眼镜的理由 AI眼镜，无法单纯靠颜值活成蔡司眼镜。它的命是，如果没一个能打的功能，就只能待在库房里。 目前，2000-4000元的市场主流价位，消费者最先想知道的是：这个价格能买来啥实际功能。 打工人王健，买AI眼镜后最大的刚需，是看中了它能"多线隐蔽操作"。 "我会用它来读小说，或进行其它长文件阅读，而外人看不出"。可能反而会让老板觉得，这小哥为啥听得这么认真。 骑行者费洋，戴上近4000元的AI眼镜，在赛博迷宫的重庆骑了一番，发现至少此刻它KO了手机导航——不用边骑边掏出手机，错过路边一家排队的火锅 店。"AI眼镜的魅力点是无缝连续体验。" 滑雪爱好者陈豪，很快在张家口丢掉了自拍杆，用AI眼镜拍摄出 ...

今年，"杭州六小龙"高光开场。从6家企业破圈，到培育更多"小龙"，浙江科技创新故事进入"小龙"章 节。而近段时间，该省在部署"十五五"时提出"强化科创型企业梯度培育""大力培育'新质浙商'"等内 容，这在外界看来，颇有推动科技创新向"万马奔腾"转变的意味。 这一年，是浙江的"小龙"频出之年。 12月16日，中国国家语言资源监测与研究中心发布"2025年度十大新词语"，"杭州六小龙"入选，成为科 技引领、转型加速的"年度记忆"。 年初，"杭州六小龙"写下浙江科技创新的惊艳序章。从集体出圈，到持续以新技术新产品引领行业，再 到其中三家企业启动上市进程，"杭州六小龙"用稳健发展，画出了中国科技企业在新一轮科技革命和产 业变革中的另一种成长轨迹。 浙江的"小龙叙事"里，"主人公"并非只有"杭州六小龙"。在虚拟现实、具身智能、低空经济等领域，该 省有诸多企业实现行业领跑甚至出圈。 中新网杭州12月28日电(柴燕菲王逸飞鲍梦妮)2025年行至收官，农历蛇年与马年的更替也已渐近。这样 的"岁序更新"，同样呈现于浙江科技创新叙事中。 今年，随着"杭州六小龙"以及诸多科技企业扬名，如何培育更多"小龙"成为浙江各级政府部门持续思 ...