科技硬件行业：META发布新款ARVR AI终端趋势明确

中国国际金融股...2024-09-26

事件北京时间9 月26 日凌晨，Meta召开2024 年Connect大会，发布新款Orion AR眼镜、Quest 3S廉价款MR头显并且更新AI智能眼镜，内容方面，Meta推出全新Liama 3.2 多模态大模型，并发布AI Voice功能。评论Meta发布Orion AR眼镜，打造AR行业标杆。Orion采用分体式设计：1）眼镜本体：使用镁合金将重量控制在98 克，搭载7 颗微型摄像头，采用...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2470738145?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-09-26 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2470738145","market":"us","top_or_hot":-1,"title":"科技硬件行业：META发布新款ARVR AI终端趋势明确","media":"中国国际金融股...","content":"<div>\n<p>事件北京时间9 月26 日凌晨，Meta召开2024 年Connect大会，发布新款Orion AR眼镜、Quest 3S廉价款MR头显并且更新AI智能眼镜，内容方面，Meta推出全新Liama 3.2 多模态大模型，并发布AI Voice功能。评论Meta发布Orion AR眼镜，打造AR行业标杆。Orion采用分体式设计：1）眼镜本体：使用镁合金将重量控制在98 克，搭载7 颗微型摄像头，采用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409262010189f185156&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>科技硬件行业：META发布新款ARVR AI终端趋势明确</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科技硬件行业：META发布新款ARVR AI终端趋势明确\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409262010189f185156&s=b><strong>中国国际金融股...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事件北京时间9 月26 日凌晨，Meta召开2024 年Connect大会，发布新款Orion AR眼镜、Quest 3S廉价款MR头显并且更新AI智能眼镜，内容方面，Meta推出全新Liama 3.2 多模态大模型，并发布AI Voice功能。评论Meta发布Orion AR眼镜，打造AR行业标杆。Orion采用分体式设计：1）眼镜本体：使用镁合金将重量控制在98 克，搭载7 颗微型摄像头，采用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409262010189f185156&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445015.USD","symbol_name":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409262010189f185156&s=b","article_id":"2470738145","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409262010189f185156&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2470738145","pubTimestamp":1727280000,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"事件北京时间9 月26 日凌晨，Meta召开2024 年Connect大会，发布新款Orion AR眼镜、Quest 3S廉价款MR头显并且更新AI智能眼镜，内容方面，Meta推出全新Liama 3.2 多模态大模型，并发布AI Voice功能。评论Meta发布Orion AR眼镜，打造AR行业标杆。发布廉价款Quest，完善产品价格矩阵，有望推动用户换机。Meta在2023 年Connect大会发布与Ray-Ban联名的智能眼镜销量较为亮眼，市场反馈积极。Meta同时发布了AIVoice持续补强主流多模态功能，能够让用户在旗下APP中使用。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4524":"宅经济概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4077":"互动媒体与服务","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4587":"ChatGPT概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","META":"Meta Platforms, Inc.","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","ARVR":"First Trust Indxx Metaverse ETF","BK4592":"伊斯兰概念","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4588":"碎股","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4507":"流媒体概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC"},"translate_title":"Technology hardware industry: META releases new ARVR AI terminal with clear trend","themeId":"dd7914f1b62ecde9863af79f15b4e05d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1,"ARVR":1},"content_text":"事件北京时间9 月26 日凌晨，Meta召开2024 年Connect大会，发布新款Orion AR眼镜、Quest 3S廉价款MR头显并且更新AI智能眼镜，内容方面，Meta推出全新Liama 3.2 多模态大模型，并发布AI Voice功能。评论Meta发布Orion AR眼镜，打造AR行业标杆。Orion采用分体式设计：1）眼镜本体：使用镁合金将重量控制在98 克，搭载7 颗微型摄像头，采用基于碳化硅工艺的纳米压印光波导镜片以及Micro LED显示方案，可实现70度FOV；2）独立算力单元：搭载Meta定制的图像处理芯片，可以提供低延迟的图像渲染以及AI算力支持；3）EMG腕带：搭载精准EMG传感器、震动马达及处理器，能够支持用户通过手势完成交互。我们认为Orion已经具备AR眼镜在C端使用的基本要求，突破产业此前面临的重量、显示及散热等多个问题，并使用EMG腕带通过肌电控制的方式优化交互。尽管Meta表示，该产品由于生产成本较高，目前仅为展示及原型产品，但我们看好Orion有望成为AR产品行业标杆，未来通过产业链持续降本及产品功能、设计优化，有望推动用户对AR眼镜使用热情，并助力出货量快速增长。发布廉价款Quest，完善产品价格矩阵，有望推动用户换机。Meta发布Quest 3S产品，起售价299.99 美元，搭载高通骁龙XR2 Gen 2 芯片，采用2 颗彩色摄像头搭配4 颗红外摄像头以及2 颗景深摄像头，实现空间定位及全彩透视功能。Quest 3S采用菲尼尔透镜搭配LCD屏幕的光学方案，延续Quest 2 的高性价比路径。Quest 3S手柄设计与Quest 3 一致，采用新型设计，交互便捷。我们认为随着北美进入“黑五”及圣诞假期，Quest3S定价亲民，且亦有全彩透视及新手柄设计，进一步完善Meta Quest产品系列的价格梯队，有望以较高性价比吸引用户换机，推动出货量增长。AI智能眼镜迎功能升级，Meta同步更新Liama大模型。Meta在2023 年Connect大会发布与Ray-Ban联名的智能眼镜销量较为亮眼，市场反馈积极。今年，Meta进一步升级该产品，在OpenAI配合下，Meta的智能眼镜能够完成实时对话翻译，打造低成本的同声传译助手。此外，Meta亦发布Liama 3.2 多模态大模型，其轻量版能够在手机运行。Meta同时发布了AIVoice持续补强主流多模态功能，能够让用户在旗下APP中使用。我们认为随着Meta在智能眼镜持续发力，有望在未来轻量化市场份额持续提升，并且通过语音调用大模型使用较为流畅。我们看好Meta深入布局大模型+AI终端市场，有望持续提升产品竞争力并优化用户体验。风险Quest 3S出货不及预期；Liama大模型等落地进展及用户反馈不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2470738145","isCrawlerRequest":true}