Leaf.的个人主页 - 老虎社区

Leaf.

Leaf.

让爱渗透了地面我要的只是你在我

IP属地：海外

61关注

19粉丝

4主题

0勋章

01-12

行情大涨UPUP

UPUP ‌$恒生指数(HSI)$ ‌‌$国企指数(HSCEI)$ ‌‌$恒生科技指数(HSTECH)$ ‌‌$恒指 260116 26000 CALL$ ‌‌$沪深300(000300)$ ‌

行情大涨UPUP

2025-08-06

‌$小鹏汽车-W(09868)$ ‌确实帅，原创度上也没争议

2025-07-02

‌$小米集团-W(01810)$ ‌‌@唐山马斯克 ‌

2025-06-24

‌$小米集团-W(01810)$ ‌唐山马斯克呢？

2025-06-20

发个帖子，今天发生了什么大事吗？ <img src="xxx" />

2025-06-05

‌$中策橡胶(603049)$ ‌垃圾票

2025-05-29

‌$手回集团(02621)$ ‌1

2024-08-18

AI太强大了

科技巨头争相合作，眼镜产业升级也瞄准了AI

2024-06-25

期待下一个十年，与老虎一起成长 [财迷]

2024-03-05

‌$苹果(AAPL)$ ‌‌$YY Group Holding Limited(YYGH)$ ‌‌[开心] ‌

2024-03-04

@小小.tiny:undefined

2024-03-04

‌[鬼脸] ‌‌[可爱] ‌

@小小.tiny:‌$阿里概念(BK4502)$ ‌‌$VIXW 20240306 14.0 CALL$ ‌‌[开心] ‌‌[得意] ‌ 不错

2024-03-04

‌$iShares 20+ Year Treasury Bond ETF(TLT)$ ‌UP

2023-12-15

2023-12-15

好看。

@赌怪只用20万赢到500万:特斯拉Cybertruck 是一辆好车吗？

2023-11-16

‌$Apple(AAPL)$ ‌UPUP

2023-11-16

‌$Huize Holding Ltd(HUIZ)$ ‌UPUPUP

2023-11-15

‌‌$阿里巴巴-SW(09988)$ ‌‌[微笑] ‌入

2023-11-14

UPUPUP

抱歉，原内容已删除

2023-11-14

我觉得这篇帖子还不错，转发一下。

@小虎周报:【月报】3年来最差10月行情收官，标普十大成分股赢家能否持续？

去老虎APP查看更多动态

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‌确实帅，原创度上也没争议","images":[{"img":"https://static.tigerbbs.com/82657fad4bcb3217cd08111fb829063f"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464646495351272","isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":452284821500416,"gmtCreate":1751426852057,"gmtModify":1751426853317,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487820395646053","idStr":"3487820395646053"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/U/3579264084760395\">@唐山马斯克 &nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌‌<a 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‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/452284821500416","isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579264084760395","authorId":"3579264084760395","name":"唐山马斯克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3579264084760395","idStr":"3579264084760395"},"content":"好好想一想，这个车子如果那唯一的营销员稍有波折，股票是不是要打骨折。我是坚定看空，你也可以坚定持有，这个价格还不走，非得挣最后一个铜板吗","text":"好好想一想，这个车子如果那唯一的营销员稍有波折，股票是不是要打骨折。我是坚定看空，你也可以坚定持有，这个价格还不走，非得挣最后一个铜板吗","html":"好好想一想，这个车子如果那唯一的营销员稍有波折，股票是不是要打骨折。我是坚定看空，你也可以坚定持有，这个价格还不走，非得挣最后一个铜板吗"},{"author":{"id":"3579264084760395","authorId":"3579264084760395","name":"唐山马斯克","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3579264084760395","idStr":"3579264084760395"},"content":"我在61.5又开了空单和卖出call，小米我已经回本了今天","text":"我在61.5又开了空单和卖出call，小米我已经回本了今天","html":"我在61.5又开了空单和卖出call，小米我已经回本了今天"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449366680035584,"gmtCreate":1750735368415,"gmtModify":1750735369758,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487820395646053","idStr":"3487820395646053"},"themes":[],"htmlText":"‌<a 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/>","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/448068249817440","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3487820395646053","idStr":"3487820395646053"},"content":"评论一下自己‌$恒指 260116 25600 CALL$ ‌‌$三博脑科(301293)$ ‌","text":"评论一下自己‌$恒指 260116 25600 CALL$ ‌‌$三博脑科(301293)$ ‌","html":"评论一下自己‌$恒指 260116 25600 CALL$ ‌‌$三博脑科(301293)$ ‌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442708337951608,"gmtCreate":1749105893344,"gmtModify":1749106890416,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487820395646053","idStr":"3487820395646053"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/603049\">$中策橡胶(603049)$ &nbsp;</a>‌垃圾票","listText":"‌<a href=\"https://laohu8.com/S/603049\">$中策橡胶(603049)$ &nbsp;</a>‌垃圾票","text":"‌$中策橡胶(603049)$ ‌垃圾票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442708337951608","isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440189259973280,"gmtCreate":1748506995779,"gmtModify":1748506996809,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487820395646053","idStr":"3487820395646053"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/02621\">$手回集团(02621)$ &nbsp;</a>‌1","listText":"‌<a href=\"https://laohu8.com/S/02621\">$手回集团(02621)$ &nbsp;</a>‌1","text":"‌$手回集团(02621)$ ‌1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440189259973280","isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339918888792344,"gmtCreate":1723992168202,"gmtModify":1723992170026,"author":{"id":"3487820395646053","authorId":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487820395646053","idStr":"3487820395646053"},"themes":[],"htmlText":"AI太强大了","listText":"AI太强大了","text":"AI太强大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339918888792344","repostId":"1123130558","repostType":4,"repost":{"id":"1123130558","kind":"news","pubTimestamp":1723970178,"share":"https://www.laohu8.com/m/news/1123130558?lang=zh_CN&edition=full","pubTime":"2024-08-18 16:36","market":"us","language":"zh","title":"科技巨头争相合作，眼镜产业升级也瞄准了AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1123130558","media":"36氪","summary":"2023年10月，两家公司继续合作推出了新款智能眼镜Ray-Ban Meta，定价299美元。对于同样拥有大模型基础、产品技术能力，且是最早入局智能眼镜的谷歌来说，这场AI硬件之争已经打响。两家科技巨头在AI硬件上掰手腕，不仅重新点燃了AR眼镜领域的创业热度，也让眼镜这个古老而又传统的产业有了升级革新的可能。不只是科技公司争相想要合作，上个月，EssilorLuxottica在时尚圈也火了一把。Ray-Ban Meta的阶段性成功，也给眼镜产业升级提供了新的思路。","content":"<html><head></head><body><p>两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica（依视路陆逊梯卡）的合作。</p><p style=\"text-align: justify;\">上个月中旬，据外媒报道，Meta正计划收购EssilorLuxottica约5%的股份，按照后者目前880亿欧元（约合人民币6927亿）的市值，这笔潜在交易或将高达数十亿欧元，目前谈判正在进行中。</p><p style=\"text-align: justify;\">几乎是同一时间段，谷歌也被传出正在接触EssilorLuxottica，双方计划合作生产搭载谷歌AI大模型Gemini的智能眼镜，进一步收购股份也利于谷歌提高在合作中的话语权。</p><p style=\"text-align: justify;\">不论Meta还是谷歌，抛出橄榄枝的目的都指向一个——智能眼镜，合作生产更多、更升级版的智能眼镜，加速生成式人工智能走向应用落地，并在接下来的AI硬件之争中抢占先机。</p><h2 id=\"id_2763871694\" style=\"text-align: justify;\">意料之外的“爆款”</h2><p style=\"text-align: justify;\">几乎绝大多数消费者都会对EssilorLuxottica这个名字感到陌生，这个来自欧洲的眼镜制造及销售巨头，是在2018年由意大利眼镜制造商Luxottica（陆逊梯卡）和法国头部眼科镜片制造商Essilor（依视路）合并而成，去年营收超过2000亿人民币。</p><p style=\"text-align: justify;\">这家整合了眼镜产品从设计、生产到销售整个上下游链条的垂直一体化跨国公司，旗下拥有几十个品牌，包括以雷朋(Ray-Ban)、欧克利（Oakley）等为代表的自有品牌，也拥有包括Armani、Burberry、Prada、Chanel等多家奢侈品眼镜的制造与经销业务授权。</p><p style=\"text-align: justify;\">在眼镜行业举足轻重的地位，让EssilorLuxottica在很早之前就与科技公司产生了交集。毕竟，智能眼镜在生成式人工智能爆发前，就历经过一轮起伏波折了。Google Glass虽然是“时代的眼泪”，但科技巨头们对探索AI可穿戴设备的热情并没有停止，而智能眼镜几乎是最有可能率先取得突破性进展的应用方向。</p><p style=\"text-align: justify;\">事实上，也正是Meta和EssilorLuxottica此前在智能眼镜领域合作的成功，验证了市场需求，让包括谷歌在内的科技公司愿意持续付出时间和金钱押注下一代智能眼镜的研发。</p><p style=\"text-align: justify;\">早在2021年，Meta就与EssilorLuxottica旗下品牌雷朋Ray-Ban合作推出了第一款智能眼镜Ray-Ban Stories，但反响欠佳，作为一款智能产品用户留存率还不到售出总量的10%。被外界吐槽较多的点包括摄像头拍摄质量较低、内存小、存在漏音、声音失真等问题，后来这些问题在第二代产品上都得到了改善。</p><p style=\"text-align: justify;\">2023年10月，两家公司继续合作推出了新款智能眼镜Ray-Ban Meta，定价299美元。不同于上一代产品的是，Ray-Ban Meta不仅在拍照、摄像、声音、能耗、存储等功能上有较大升级，也是首款内置Meta AI的智能眼镜，依托Llama大模型的能力，用户通过语音口令就可以唤醒智能助手进行对话操作。</p><p style=\"text-align: justify;\">与不尽人意的第一代产品相比，Ray-Ban Meta无疑算是爆款，有第三方机构预估其销量已经超过100万台。扎克伯格在财报电话会中提到，Ray-Ban Meta的多个款式都已售罄。EssilorLuxottica的首席执行官也曾表示，Ray-Ban Meta推出后几个月，销量就超过了前两年的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48b6b7ae242b72534412dd413e7447e5\" tg-width=\"1478\" tg-height=\"966\"/></p><p style=\"text-align: center;\">图源Ray-Ban官网</p><p style=\"text-align: justify;\">这款功能较以往智能眼镜更简单、佩戴感最接近普通眼镜的产品，敲开了消费级市场的大门。</p><p style=\"text-align: justify;\">Ray-Ban Meta的爆红让科技圈又燃起了对 AR眼镜的信心，但与眼前的销量相比，更重要的其实是AI技术在硬件设备和具体应用场景中的落地，以及当下科技巨头对下一代计算平台的探索。</p><p style=\"text-align: justify;\">对于同样拥有大模型基础、产品技术能力，且是最早入局智能眼镜的谷歌来说，这场AI硬件之争已经打响。更何况，早在十年前Google Glass就和当时的Luxottica就产品分发与销售展开过合作。</p><p style=\"text-align: justify;\">人们总说时尚是一场轮回，科技风潮似乎也是如此。</p><p style=\"text-align: justify;\">两家科技巨头在AI硬件上掰手腕，不仅重新点燃了AR眼镜领域的创业热度，也让眼镜这个古老而又传统的产业有了升级革新的可能。</p><h2 id=\"id_3911189622\" style=\"text-align: justify;\">为什么是EssilorLuxottica？</h2><p style=\"text-align: justify;\">不只是科技公司争相想要合作，上个月，EssilorLuxottica在时尚圈也火了一把。</p><p style=\"text-align: justify;\">旗下拥有众多户外时尚潮流品牌的VF Corporation（威富集团）宣布，将以15亿美元（约合人民币109亿）的价格将Supreme出售给EssilorLuxottica，该笔收购预计在今年底完成。几经转手，谁也没想到这个曾经红极一时的时尚潮牌，会被一家眼镜制造商接手。</p><p style=\"text-align: justify;\">市场对EssilorLuxottica跨界收购Supreme后的动作抱有期待，毕竟这几乎算是一场“阳谋”，这家占据并掌握了眼镜产业链上下游的“巨无霸”，一方面不想错过新技术革命可能引领的穿戴设备变革，比如智能眼镜；另一方面，通过投资不断拓宽产品品类和品牌组合，不止是探索新增长曲线的尝试，也是一个百年品牌（Essilor的历史可追溯到1849年，Luxottica成立于1961年）迫切希望拥抱年轻文化和Z世代群体的转型。</p><p style=\"text-align: justify;\">不过相比于Supreme，智能眼镜显然是一个更大、更有可能颠覆消费者使用习惯和眼镜行业的方向。</p><p style=\"text-align: justify;\">从十年前就与Google Glass展开合作，到今天联合Meta打出爆款，EssilorLuxottica能够持续吸引科技公司的青睐，原因不外乎其对生产制造环节和销售渠道的掌控力。</p><p style=\"text-align: justify;\">首先，从设计研发到光学镜片、镜架的制造和组装，合并之后的EssilorLuxottica垂直整合了整个供应链，进一步压缩了眼镜的生产制造周期，如果在传统分散加工的情况下，这个周期可能要长达3个月。公开资料显示，自1995年入华至今，EssilorLuxottica已经在中国拥有10家工厂，2个研发中心，线下零售门店数量达1400家，消费者比较熟悉的亮视点就是Luxottica旗下最大的眼镜零售连锁品牌。</p><p style=\"text-align: justify;\">一副普通眼镜的加工最少需要120道工序，最长则要300道以上，对于不熟悉眼镜制造的科技公司来说，跨界合作是实现技术落地的最优解。更何况，连Chanel、Burberry这些熟悉产品加工的奢侈品牌也都选择把眼镜的制造和经销交给EssilorLuxottica。</p><p style=\"text-align: justify;\">其次，传统眼镜销售渠道复杂，层级众多，而EssilorLuxottica的业务遍布全球超150个国家和地区，线下零售门店覆盖量近18000家，如此成熟的国际化业务和线下经销网络，对一款创新科技产品打开消费级市场至关重要。能够入股EssilorLuxottica并联合其热销品牌推出新品，也就等于拥有了上述庞大的线下渠道资源。</p><p style=\"text-align: justify;\">此外，Meta选择和EssilorLuxottica旗下的雷朋眼镜合作，某种程度上也是借助成熟品牌的影响力打开市场，免于从0到1的品牌营销和传播投入。</p><p style=\"text-align: justify;\">Ray-Ban Meta的阶段性成功，也给眼镜产业升级提供了新的思路。</p><p style=\"text-align: justify;\">其实不只是EssilorLuxottica在投入这一方向，中国眼镜产业带中的头部企业、工厂也在积极与国内的科技大厂联动，就智能眼镜等产品的生产和销售展开合作。</p><p style=\"text-align: justify;\">眼镜这个古老而传统的产业，也有望迎来新的变革。</p></body></html>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技巨头争相合作，眼镜产业升级也瞄准了AI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技巨头争相合作，眼镜产业升级也瞄准了AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-18 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/2911279087819397><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica（依视路陆逊梯卡）的合作。上个月中旬，据外媒报道，Meta正计划收购EssilorLuxottica约5%的股份，按照后者目前880亿欧元（约合人民币6927亿）的市值，这笔潜在交易或将高达数十亿欧元，目前谈判正在进行中。几乎是同一时间段，谷歌也被传出正在接触EssilorLuxottica，双方计划...</p>\n\n<a href=\"https://36kr.com/p/2911279087819397\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48b6b7ae242b72534412dd413e7447e5","relate_stocks":{},"source_url":"https://36kr.com/p/2911279087819397","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123130558","content_text":"两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica（依视路陆逊梯卡）的合作。上个月中旬，据外媒报道，Meta正计划收购EssilorLuxottica约5%的股份，按照后者目前880亿欧元（约合人民币6927亿）的市值，这笔潜在交易或将高达数十亿欧元，目前谈判正在进行中。几乎是同一时间段，谷歌也被传出正在接触EssilorLuxottica，双方计划合作生产搭载谷歌AI大模型Gemini的智能眼镜，进一步收购股份也利于谷歌提高在合作中的话语权。不论Meta还是谷歌，抛出橄榄枝的目的都指向一个——智能眼镜，合作生产更多、更升级版的智能眼镜，加速生成式人工智能走向应用落地，并在接下来的AI硬件之争中抢占先机。意料之外的“爆款”几乎绝大多数消费者都会对EssilorLuxottica这个名字感到陌生，这个来自欧洲的眼镜制造及销售巨头，是在2018年由意大利眼镜制造商Luxottica（陆逊梯卡）和法国头部眼科镜片制造商Essilor（依视路）合并而成，去年营收超过2000亿人民币。这家整合了眼镜产品从设计、生产到销售整个上下游链条的垂直一体化跨国公司，旗下拥有几十个品牌，包括以雷朋(Ray-Ban)、欧克利（Oakley）等为代表的自有品牌，也拥有包括Armani、Burberry、Prada、Chanel等多家奢侈品眼镜的制造与经销业务授权。在眼镜行业举足轻重的地位，让EssilorLuxottica在很早之前就与科技公司产生了交集。毕竟，智能眼镜在生成式人工智能爆发前，就历经过一轮起伏波折了。Google Glass虽然是“时代的眼泪”，但科技巨头们对探索AI可穿戴设备的热情并没有停止，而智能眼镜几乎是最有可能率先取得突破性进展的应用方向。事实上，也正是Meta和EssilorLuxottica此前在智能眼镜领域合作的成功，验证了市场需求，让包括谷歌在内的科技公司愿意持续付出时间和金钱押注下一代智能眼镜的研发。早在2021年，Meta就与EssilorLuxottica旗下品牌雷朋Ray-Ban合作推出了第一款智能眼镜Ray-Ban Stories，但反响欠佳，作为一款智能产品用户留存率还不到售出总量的10%。被外界吐槽较多的点包括摄像头拍摄质量较低、内存小、存在漏音、声音失真等问题，后来这些问题在第二代产品上都得到了改善。2023年10月，两家公司继续合作推出了新款智能眼镜Ray-Ban Meta，定价299美元。不同于上一代产品的是，Ray-Ban Meta不仅在拍照、摄像、声音、能耗、存储等功能上有较大升级，也是首款内置Meta AI的智能眼镜，依托Llama大模型的能力，用户通过语音口令就可以唤醒智能助手进行对话操作。与不尽人意的第一代产品相比，Ray-Ban Meta无疑算是爆款，有第三方机构预估其销量已经超过100万台。扎克伯格在财报电话会中提到，Ray-Ban Meta的多个款式都已售罄。EssilorLuxottica的首席执行官也曾表示，Ray-Ban Meta推出后几个月，销量就超过了前两年的总和。图源Ray-Ban官网这款功能较以往智能眼镜更简单、佩戴感最接近普通眼镜的产品，敲开了消费级市场的大门。Ray-Ban Meta的爆红让科技圈又燃起了对 AR眼镜的信心，但与眼前的销量相比，更重要的其实是AI技术在硬件设备和具体应用场景中的落地，以及当下科技巨头对下一代计算平台的探索。对于同样拥有大模型基础、产品技术能力，且是最早入局智能眼镜的谷歌来说，这场AI硬件之争已经打响。更何况，早在十年前Google 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