可穿戴设备
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穿着“外骨骼”去遛弯
Xin Lang Cai Jing· 2026-02-27 22:33
如果你玩过电子游戏《死亡搁浅》,一定会对主角那身行头印象深刻。作为游戏设定的末世背景下 的"最强快递员",他不仅能背着比自己体重沉好几倍的货物翻山越岭,还能与怪物近身肉搏。而之所以 能做到这一切,是因为他身上那套充满机械感的外骨骼。 如今,外骨骼已经从游戏走进了现实。在国内,八达岭长城、黄山、泰山、杭州半山国家森林公园、五 台山等多个景区均已引入外骨骼辅助登山租赁服务;在海外,美国、德国、日本等国的可穿戴设备公司 也纷纷推出了自己的明星产品。美国市场研究机构Grand View Research数据显示,2024年全球外骨骼市 场规模约为5亿美元,预计到2030年将达到12.5亿美元,复合年增长率超过16%。 不过,如果你以为穿上外骨骼就可以原地变身"超级英雄",那绝对是想多了。别看游戏里穿着它能搬山 填海,现实里的它,更适合的场景或许是"遛弯"? 实际上,外骨骼是一系列可穿戴机械装置产品的统称,按照应用场景可大体分为三类:其一为增强型外 骨骼,原理是通过电机、液压或气压驱动,为穿戴者提供额外力量,典型应用场景包括工业、物流或军 事用途;其二为康复型外骨骼,主要是通过预设程序或脑机接口控制金属构件,帮助行动障 ...
掀桌子了!25美元带着散户冲进一级市场
Zhong Guo Ji Jin Bao· 2026-02-20 14:45
Group 1 - Robinhood has submitted a preliminary registration statement to the SEC to launch the Robinhood Ventures Fund I (RVI Fund), aimed at providing retail investors access to investments in private companies [2][4] - The RVI Fund plans to raise $400 million by issuing 40 million shares at an initial price of $25 per share, with 35 million shares issued by RVI and 5 million shares sold by Robinhood Markets [4] - The fund has locked in seven companies as underlying assets, including Databricks, Revolut, and Airwallex, with plans to acquire shares in Stripe post-IPO [6][8] Group 2 - The RVI Fund is structured as a closed-end fund under the Investment Company Act of 1940 and will be publicly traded on the NYSE under the ticker RVI [4] - Databricks, a key asset, achieved a valuation of $134 billion after a $5 billion funding round in February 2026, while Revolut reached a valuation of approximately $47 billion by 2025 [8][9] - Airwallex has raised over $900 million since its inception and was valued at $9.2 billion in 2025, while Oura and Ramp also feature as significant investments within the fund [9][10] Group 3 - The establishment of the RVI Fund is seen as a potential disruption to the private equity market, allowing retail investors to participate in high-growth opportunities previously dominated by wealthy individuals and institutions [2][11] - Concerns have been raised regarding the risks associated with retail investors entering the private market, with some industry experts labeling the fund's potential issuance as reckless [13] - Despite the risks, Robinhood's founder emphasized that retail investors are eager to pursue such opportunities, particularly in the AI sector [14]
美股三大指数集体低开,科技股普跌
Feng Huang Wang Cai Jing· 2026-02-19 14:40
【OpenAI正敲定1000亿美元巨额融资轮的首批投资承诺】 据两位知情人士透露,OpenAI正在敲定本轮融资中投资者的首批投资承诺,本轮融资若成功,在计入 投资金额后,OpenAI的估值可达8300亿美元,融资规模或达1000亿美元。据称,软银预计将以300亿美 元的投资领投本轮融资,且将在今年分三期,每期100亿美元进行投资。为OpenAI提供云服务的亚马逊 可能会投资多达500亿美元。 凤凰网财经讯 2月19日,美股三大指数集体低开,纳指跌0.51%,道指跌0.28%,标普500指数跌0.29%。 科技股普跌,特斯拉跌1%,苹果跌0.7%,英伟达跌0.5%。 公司消息 【黄仁勋:将在3月发布"世界前所未见"的全新芯片】 据报道,英伟达首席执行官黄仁勋在接受媒体采访时,对即将到来的GTC 2026大会进行预热,明确表 示将在会上揭晓"世界前所未见"的全新芯片,引发业界广泛关注。作为AI芯片领域的领军者,英伟达此 次重磅预告,被认为将进一步巩固其在AI基础设施领域的领先地位。 【Meta计划推出AI智能手表 剑指苹果、三星等巨头】 据报道,Meta计划于今年晚些时候推出一款具备健康追踪与AI功能的智能手表, ...
Meta计划推出AI智能手表,剑指苹果、三星等巨头
Xin Lang Cai Jing· 2026-02-19 02:30
来源:环球网 【环球网科技综合报道】2月19日消息,据《The Information》报道,Meta计划于今年晚些时候推出一 款具备健康追踪与AI功能的智能手表,同时将发布升级版Meta雷朋Display智能眼镜。这款智能手表代 号为Malibu 2,若顺利落地,将距离Meta搁置上一代智能手表计划时隔四年,正式入局竞争激烈的可穿 戴设备市场。 值得关注的是,这款智能手表或与Meta去年推出的雷朋Display AR眼镜形成联动。该眼镜此前因"需求 空前、库存有限"暂停国际发售,目前依靠神经腕带实现手势操控,而未来这一功能有望由新推出的智 能手表替代,进一步优化人机交互体验。不过,截至目前,Meta尚未公布智能手表的具体发布时间及 更多硬件细节。(旺旺) The verge报道称,Meta曾在2022年因技术难题及成本削减措施,取消了早期的智能手表研发计划,其 此前甚至探索过配备三摄像头的版本,最终因续航、成本等问题夭折。此次重启项目,推出的Malibu 2 智能手表将优先于代号为Phoenix的混合现实眼镜亮相,后者因Meta精简AR与MR产品路线图,已被推 迟至2027年发布。 这款新智能手表的推出,或 ...
Meta将采购数以百万计英伟达芯片以扩建AI能力;报道:苹果大改AI眼镜等三款可穿戴设备丨智能制造日报
创业邦· 2026-02-18 03:22
Group 1 - Meta Platforms is expanding its partnership with NVIDIA by purchasing billions of dollars worth of chips and hardware to enhance its AI capabilities, planning to use millions of NVIDIA Blackwell and Rubin GPUs, as well as Grace and Vera CPUs for data center construction [2] - This collaboration is part of Meta's initiative to rapidly scale its AI data center infrastructure, with NVIDIA assisting in improving WhatsApp's services and jointly designing Meta's next-generation AI models [2] Group 2 - Yushun Technology showcased two humanoid robots equipped with Hesai's JT128 LiDAR at the Spring Festival Gala, highlighting the collaboration between Yushun's AI positioning algorithms and Hesai's LiDAR technology [3] - Hesai's JT series LiDAR has delivered over 200,000 units and is currently the best-selling mini 360° LiDAR for humanoid robots [3] Group 3 - Apple is accelerating the development of three new wearable devices, including smart glasses and a pendant, as part of its strategy to transition to AI-driven hardware, with a focus on integrating Siri digital assistant functionalities [3] - Each device will connect with Apple's iPhone and utilize a diverse camera system to enhance user interaction [3] Group 4 - Tesla is recruiting AI chip design engineers in South Korea, as announced by CEO Elon Musk, indicating the company's focus on expanding its AI capabilities in the region [4]
Kimi连续融资超12亿美元,估值翻倍突破100亿美元;宇树CEO王兴兴:春晚机器人摔倒是剧情需要;2026春节档票房破16亿丨邦早报
创业邦· 2026-02-18 01:08
Box Office Performance - The 2026 Spring Festival box office exceeded 1.6 billion, with "Flying Life 3," "Silent Awakening," and "Boon Year" ranking as the top three films [2] - On the first day of the Lunar New Year, over 569,000 screenings were held, setting a new record for single-day screenings in history [2][3] Financing and Valuation - Kimi completed over $1.2 billion in financing, with a valuation doubling to over $10 billion [2] - The latest financing round was led by existing shareholders including Alibaba and Tencent, indicating strong investor confidence in Kimi's growth potential [2] AI Shopping and Engagement - Over 130 million people experienced AI shopping for the first time during the Spring Festival, with AI ticket orders increasing by 372 times [2] - Doubao, an AI assistant, achieved 1.9 billion interactions on New Year's Eve, surpassing competitors in app store rankings [2] Company Financials - iFlytek reported operating receipts exceeding 27 billion, with cash flow reaching a record high of 3 billion, marking a 28% year-on-year increase [6] - The gross profit of its open platform model increased by 244%, with a user base of over 100 million for its AI marketing overseas [6] Robotics and Technology Developments - Yushun Technology aims to deliver 10,000 humanoid robots this year, showcasing advancements in autonomous control technology [8] - The Spring Festival featured a high concentration of robots, highlighting the development of China's robotics industry [8] Market Trends and Predictions - Tesla's Cybercab is set to begin production in April 2026, reflecting the company's commitment to innovative transportation solutions [15] - Apple is accelerating the development of three new wearable devices, including AI-driven smart glasses, as part of its strategy to integrate AI into hardware [16] IPO Activity - A total of 143 companies have submitted IPO applications in Hong Kong this year, with expectations for a robust market ahead [16]
佳明股价近期上涨,财报显示营收低于预期
Jing Ji Guan Cha Wang· 2026-02-13 20:35
公司在2025年10月财报中上调全年每股收益指引至8.15美元(高于预期8.12美元),但营收指引下调至71 亿美元(低于预期71.57亿美元),引发市场对增长动能的担忧。 机构观点 经济观察网佳明(GRMN.N)近期股价有所回升,但较前期高点仍有差距。公司最新财报显示营收略低于 市场预期,部分业务出现下滑,但财务状况保持稳健。市场关注其即将发布的财报及业务指引。 股票近期走势 截至2026年2月13日,佳明(GRMN.N)股价收于214.05美元,近7日(2月9日至13日)累计上涨5.79%,振幅 达7.49%。2月13日单日涨幅5.33%(成交额2.31亿美元),但股价较2025年10月高点(260.56美元)仍下跌约 17.8%。 业绩经营情况 2025年第三季度(截至9月27日)营收17.71亿美元(同比增11.66%),净利润4.02亿美元(同比增0.63%),毛 利率59.09%,营业利润率25.79%。尽管盈利略超预期,营收低于市场预期的17.82亿美元,且户外业务 营收下滑5%、汽车OEM业务降2%。 财务状况 公司现金流稳健,Q3经营活动现金流4.86亿美元,自由现金流4.25亿美元;资产负 ...
为什么值得亲临现场?可穿戴技术大会价值观察 | 免费门票仍可换领
思宇MedTech· 2026-02-12 01:04
Core Viewpoint - The article emphasizes the significance of the Wearable Technologies Conference (WT) in Hong Kong, focusing on why attending the event in person is essential for industry professionals to engage in meaningful discussions and interactions [3][10]. Group 1: Evolution of Wearable Technology - Over the past decade, wearable technology has primarily been viewed as consumer electronics or health management tools. Recently, due to aging populations and rising chronic disease management needs, these devices are increasingly penetrating medical applications [5]. - The shift in wearable technology is not only in product form but also in its application for long-term health and disease management, moving beyond mere monitoring tools [5]. - There is a growing demand for data collected by wearable devices to be integrated with clinical diagnosis and treatment, highlighting the importance of regulatory compliance and long-term operational stability [5][6]. Group 2: Key Issues Addressed at the Conference - The WT conference focuses on six critical topics that have been repeatedly validated, aiming to explore how wearable technology can be effectively utilized rather than merely presented as concepts [8][9]. - The conference aims to address systemic challenges that span across corporate boundaries and academic disciplines, making it a vital platform for high-quality offline exchanges [6]. Group 3: Importance of Attending in Person - While obtaining insights can be done remotely, experiencing the formation and evolution of ideas through live discussions and interactions at the conference is irreplaceable [11]. - The first "Hong Kong Medical Technology Innovation World Cup" will showcase shortlisted projects, providing attendees with a direct view of early-stage project statuses, which is a compelling reason to attend [12]. Group 4: Conference Agenda Highlights - The first day (March 4) will focus on AI, interconnected health, deep medical technology, and engineering implementation, helping attendees understand how wearable technology integrates into medical systems and industry processes [16]. - The second day (March 5) will extend discussions to manufacturing, smart patches, rehabilitation, and longevity, featuring the Innovation World Cup project presentations and finals, emphasizing practical applications [16].
单枚毛利低至5毛钱 智能戒指未火先“卷”
经济观察报· 2026-02-06 14:31
Core Viewpoint - The smart ring market is experiencing significant challenges, with low profit margins and intense competition among manufacturers, leading to a saturated and chaotic environment in the hardware sector [2][5][15]. Group 1: Market Dynamics - The processing profit for a smart ring has drastically decreased to between 0.5 to 1 yuan, compared to a much higher profit margin three years ago [2][4]. - The entry of brands like Oura and RingConn has changed the landscape, with many manufacturers pivoting to produce white-label smart rings due to the perceived market potential [3][5]. - The monthly shipment volume of smart rings in Huaqiangbei has reached nearly 800,000 units, indicating a high level of market activity despite low margins [5][6]. Group 2: Competitive Landscape - Many manufacturers are entering the smart ring market, attracted by low technical barriers and the ability to produce using existing supply chains [6][10]. - The market is characterized by a high degree of product homogeneity, with many smart rings offering similar features such as blood oxygen and heart rate monitoring, leading to price competition [6][9]. - Companies like Gyges Labs are attempting to differentiate themselves by focusing on innovative applications, such as AI recording capabilities, rather than competing in the saturated health monitoring segment [9][10]. Group 3: Future Outlook - Major tech companies, including Ant Group and various smartphone manufacturers, are exploring the smart ring market, which could lead to increased competition and innovation [14][15]. - The entry of large companies is expected to shift the focus from mere hardware competition to ecosystem and scenario-based competition [14][15]. - The market is anticipated to see significant developments in 2024 as more major players enter the space, although current offerings from smartphone manufacturers have not yet achieved substantial sales [15].
纽约时报:爱泼斯坦打入硅谷创业圈 声名狼藉仍有人想要他的钱
Feng Huang Wang· 2026-02-06 04:50
Core Insights - The article reveals the connections between Jeffrey Epstein, a convicted sex offender, and various Silicon Valley startups, highlighting how his investments, despite his notorious reputation, yielded significant returns for him [1][2][3] Group 1: Epstein's Investments in Startups - In 2014, Coinbase, then a two-year-old cryptocurrency exchange, sought funding from Epstein, who was preparing to invest $3 million [1][2] - Epstein's $3 million investment in Coinbase eventually generated millions in returns as the company grew into a leading cryptocurrency exchange [2] - Epstein also invested $5 million in the wearable tech startup Jawbone, which later faced operational failures, leading to legal threats against its founders [5][11] Group 2: Connections with Tech Leaders - Epstein maintained relationships with prominent tech figures, including Peter Thiel, Bill Gates, and Sergey Brin, even after his 2008 conviction [3][6] - Thiel provided investment advice to Epstein regarding his data analytics company Palantir and discussed potential investments in Spotify [6][7] - Epstein's network included connections to Bitcoin developers and cybersecurity entrepreneurs, indicating his influence in the tech investment landscape [11] Group 3: Investment Opportunities and Strategies - Epstein leveraged his connections at Deutsche Bank to explore investment opportunities, including a potential investment in SpaceX, which was valued at $22 billion at the time [8][9] - He sought to conceal his identity in investment dealings, suggesting the use of aliases to avoid negative perceptions associated with his name [11][12] - Epstein's financial advisor facilitated meetings with venture capital firms, further expanding his reach within the tech industry [9][10]