过去两年，以 AI pin 为代表的第一代 AI 硬件产品陆续诞生时，喊出的口号是「杀死智能手机」、 「比安卓好用很多倍」。赚足了全世界科创圈的目光。 而当下，似乎不再有「AI 硬件」创业者，将「取代手机」视作目标了。 即便是手握最先进模型的 OpenAI，在斥资 65 亿美元收购前苹果首席设计师创办公司，高调宣布 打造「AI 驱动的设备」时，也明确表示，新设备并非 iPhone 的替代品，而是「尝试以新的方式 与 AI 互动」。行业普遍猜测，这更像是一款 AI 陪伴硬件。 AI Pin 试图将人工智能别在身上，产品上市后口碑崩塌，退货率极高，公司最终被惠普收购｜图片来源： Humane 同样，Google CEO 桑达尔·皮查伊 最近提出的「通用机器人将是电脑、手机后的下一代革命性平 台」的预言，也没有激起多少波澜。 转眼间，第一代 AI 硬件在产品体验和营收上，以「翻车」的阶段性结果收场。打造「下一代革 命性的平台」的梦想依然诱人，但已经不再是当下最令创业者和投资人们心动的商业叙事。 与之形成鲜明对比的是，另一批专注于细分场景、垂直需求的「AI 硬件」正在兑现 AI 的潜力。 它们不追求大而全的颠覆，而是 ...

潮宏基 36氪获悉，潮宏基披露股票交易异动公告称，公司目前正筹划在香港联交所发行H股上市事项，相关细节和方案尚未确定。目前 公司生产经营情况正常，内外部经营环境未发生重大变化。 K-Bank 据业内人士透露，韩国互联网银行K-Bank在三次推迟或取消首次公开募股（IPO）计划后，目前正再次寻求上市。去年10月， K-Bank表示，由于投资者需求低迷，将把IPO推迟到今年年初。今年1月，该行决定放弃IPO计划。据消息人士称，K-Bank已向 主要券商发出IPO招股书，预计将在下周选定主承销商。（新浪财经） 5月19日，钟南山在广州接受采访，对新冠病毒流行趋势做出最新判断："这一轮新冠感染整体上可防可控，不必恐慌"。钟南山 提醒，对于部分65岁以上且有基础病的老年人来说，存在一定危险，建议感染者要在48小时内尽快服用特效药，如来瑞特韦、 先诺特韦和民得维等，避免发展成为重症。对这一轮新冠病毒流行形势将如何变化，钟南山预测：目前仍处在爬坡阶段，预计6 月底前结束流行，持续6至8周时间。（南方日报） 工作人员回应胖都来改名盈都来 5月20日，多位网友发布视频称，发现胖都来商场改名。视频显示，商场外墙上的"胖都来"已更 ...

Core Insights - The rise of AI large models is driving a new trend in the integration of AI and hardware, leading to the emergence of phenomenon-level AI hardware products [1][2] - Tuya Smart is leveraging cutting-edge AI technologies to assist B-end customers in rapidly responding to market changes, enhancing the deployment of AI hardware in daily life [1][2] - The transition from traditional AI to AI large models is expected to significantly lower the barriers for users to adopt smart hardware, facilitating widespread adoption [2][3] Company Developments - Tuya Smart launched four major products at its global developer conference, including the TuyaOpen open-source development framework and the HEDV edge computing platform, aimed at capturing new opportunities in the AI Agent era [1][2] - The company has integrated several global mainstream large language models into its AI Agent development platform, enabling developers to create popular AI products such as smart rings and AI dolls [2][3] - Tuya Smart has established a comprehensive cooperation agreement with Kid King to advance the development of AI companion smart hardware and related technologies [2][3] Industry Trends - The integration of AI large models into smart hardware is enhancing device capabilities, allowing for multi-modal interactions and expert-level efficiency optimization [3][4] - The overall penetration rate of AI Agent applications in the smart hardware industry is still below 5%, indicating that the industry is in the early stages of exploring these applications [3][4] - The market is expected to see a surge in new AI hardware categories by 2025, following validation or invalidation by the market, which will lead to the emergence of scalable new AI hardware products [5]

Core Insights - Tuya Smart emphasizes the integration of AI and IoT at the 2025 TUYA Global Developer Summit, showcasing its commitment to advancing AIoT technologies [1] - The company introduced its AI Agent Development Platform and three major technology engines—Tuya.AI, TuyaOpen, and HEDV—to enhance developer capabilities and accelerate AI commercialization [1] AI Agent Development Platform - The AI Agent Development Platform provides developers with tools to manage intelligent agents, integrating global large language models for seamless functionality [2] - Developers can create customized smart agents for various applications, enhancing user experiences [3] Tuya.AI - Tuya.AI offers comprehensive AI hardware development solutions, addressing challenges in mass production and enabling rapid market access for developers [4][5] - The platform allows for quick integration of AI capabilities into smart devices, significantly improving commercial value and reducing time-to-market [5] TuyaOpen - TuyaOpen is an open-source development framework aimed at fostering innovation in the AIoT industry, supporting a wide range of creative implementations [6][7] - It inherits capabilities from TuyaOS and integrates an AI inference engine, facilitating cloud-edge integration and expediting product commercialization [8] HEDV - The HEDV edge computing platform addresses the need for robust data security and customized development in complex business scenarios [9][10] - It features a distributed architecture for flexible deployment, ensuring data security while maintaining scalability for high-concurrency environments [11] Future Outlook - Tuya aims to empower global developers with advanced tools for AIoT implementation, fostering innovation and driving the commercial era of AIoT [12]

为了帮助个人开发者有效降低开发智能产品的门槛，涂鸦之前推出过完全开源、充分开放的开发框架--- TuyaOpen Framework 。 它基于涂鸦沉淀十年 潜心研发的 TuyaOS 操作系统 所构建 ， 不仅拥有跨平台、跨系统、组件化和安全合规等核心特性，而且更加开放极具可玩性，目前已经经过全球亿级 设备和百万级用户的验证，一经推出就受到了广大开发者的欢迎。 TuyaOpen+AI=无限可能 开发者可以无缝调用国内合规的大模型（如 DeepSeek、通义千问、豆包等），或灵活对接海外顶尖的 AI 大模型服务（如 ChatGPT、Claude、Gemini 等）； 通过涂鸦多样化的工具生态，开发者能够实现文字和语音对话、图片生成、视频生成等多种 AI 功能； 此外，TuyaOpen 支持行业内主流的开源软硬件生态，开发者可以轻松地将项目移植和部署到任意芯片或开发板上。使 开发者能够快速体验 Al 技术带来的 创新，并加速产品开发周期。 功能亮点与应用价值 1、功能亮点 1.1 开放生态，降低开发门槛 因此，涂鸦本次火力全开， 通过深度融合 AI 大模型能力，再次重磅升级 TuyaOpen Framework ...