从浏览器到“超级眼”：夸克的突围战

金融外参02-01

夸克AI眼镜——这款由阿里巴巴集团研发的智能眼镜，于2025年7月26日在世界人工智能大会（WAIC）首次披露研发进展，并于同年10月24日开启预售。产品迅速引发消费热潮，上市初期因需求远超预期，发货周期一度拉长，“一镜难求”现象凸显，导致现货在二手渠道被炒至5000余元（官方不同系列售价分别为1899元的G1款与3699元起的S1款）。热潮背后，折射出阿里巴巴集团以智能硬件为支点、整合夸克AI与...

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Meta），功能日益丰富且智能化程度不断提升，销量也随之水涨船高，迅速成为市场爆款。提及国外发展路径，是因为夸克AI眼镜正在走一条相似的进阶之路。然而，现实挑战依然存在：核心元器件如MicroLED微显芯片的全球供应十分紧张，‘双目显示’需同时消耗两颗芯片，实际产能受限于上游排产；更遑论钛合金镜腿等精密零部件的加工耗时。尽管面临供应链考验，但市场的热烈反响无疑为阿里的生态链野心注入了强心剂。展望未来，AI眼镜市场将经历快速的技术迭代与场景分化，其普及节奏或许会像曾经的折叠屏手机一样，伴随着价格的逐步下探而缓慢前行。谁能率先打造出满足用户‘刚需’的产品，谁便有望在这场长跑中占据主导地位。生态卡位：从“工具”到“AI代理”的质变生态卡位：从“工具”到“AI代理”的质变当下，科技企业无不致力于构建商业生态系统。何为商业生态系统？严谨地说，它是指在特定商业领域中，品牌群落与其商业环境相互作用、相互依存所形成的有机整体。在微观实践层面，这一模式体现为：以核心平台或服务为流量入口，通过自研与合作，拓展互补性产品矩阵，形成技术、流量、数据与业务的闭环协同。以此观之，阿里巴巴集团推出夸克AI眼镜的战略意图清晰可见。跟苹果公司的生态链逻辑相似，阿里也想透过这款硬件实现品牌生态的闭环。目前，夸克AI眼镜的旗舰S1系列展现了硬核的技术实力。其一，双光机双目显示方案带来卓越沉浸感，峰值亮度达1500 nits，即使正午户外画面依然清晰；屈光度物理调节技术让近视用户无需插片也能获得锐利视野，配合隐私防窥模式，有效避免屏幕内容外泄。其二，在续航方面采用双电池热插拔方案，左镜腿小电池负责换电期间不断电，右镜腿大电池三秒即可完成更换，配合官方充电盒，可实现连续24小时佩戴，彻底解决续航焦虑。至于面向大众市场的G1系列，去掉光机模块后重量进一步减轻，轻至30g（售价1999元起），保留了通话、音乐、翻译、会议记录等核心AI功能。总之，夸克AI眼镜将摄像头、麦克风与传感器塞进镜框，本质上并非在卖一款“更好用的眼镜”，而是在用户鼻梁上架设一条“永不黑屏的超级入口”。当视线、语音与支付动作被实时同步到阿里账号体系，淘宝比价、高德导航、支付宝结算将瞬间完成闭环。换言之，谁掌控了这副眼镜，谁就掌控了线下流量的最后一公里。当用户把“看一下”变成支付习惯，把“抬眼”变成购物路径，阿里真正的野心便得以实现——让线下世界变成可检索、可下单的“实体淘宝”。而这副眼镜，正是藏在脸上的搜索框与结算按钮。现实挑战：在“爆款”与“口碑”间走钢丝身份突围：从“工具”到“AI代理”的质变在许多人的印象中，夸克仍是一款网页浏览器。但在近年来的发展中，阿里显然不甘于此，而是想借助AI技术实现固有身份的突围。夸克AI眼镜或许正是阿里递交的这份“突围答卷”。虽然“夸克+AI”的组合听起来新奇，但对于常年关注科技圈的朋友来说，这已是水到渠成的一步。早在2025年7月，该产品便在世界人工智能大会上首次亮相。其覆盖场景最广的基础功能——通话、音乐播放、实时翻译、会议记录等，均展现出强劲的落地效果。例如，通话功能内置五麦克风阵列与骨传导降噪技术，即便在嘈杂环境中也能保持双向高清语音；音乐播放采用横置大振膜扬声器，开放式声场兼顾了音量与漏音控制，体验对标主流TWS耳机。实时翻译功能支持32种语言互译，用户只需注视外文，镜片即可投送译文；会议记录则能一键开启，依托千问大模型自动区分发言人并生成摘要，结束后同步至夸克网盘，方便回溯与分享。除了基础功能，更具“科幻感”的场景也已实现：“支付宝看一下支付”通过声纹多因子验证与准心辅助，彻底省去手机扫码步骤；高德地图的独家近眼导航，可在步行或骑行时直接在镜片投射转向箭头，配合语音播报，让用户无需低头看手机。当然，针对购物场景，眼镜支持实时比价功能，目光所及即可查询同类商品价格；飞猪行程提醒则会主动推送登机口变更、打车车牌等信息，确保出行信息不漏看。对于上班族而言，拍摄的照片与视频仅需0.6秒即可自动上传夸克网盘，并在云端完成去重、分类与暗光增强；接入钉钉的AI提词器还能根据演讲节奏自动滚动字幕，让线上汇报更从容。虽然AI眼镜概念最早由国外引领，但从近几年国内AI产业发展来看，追赶速度惊人。从夸克AI眼镜的落地便可见一斑。值得一提的是，G1系列通过平价、轻量化的策略，将原本旗舰级的AI交互体验带给了更广泛的人群，加速了阿里生态在可穿戴场景的渗透。随着AI眼镜浪潮愈演愈烈，夸克与“浏览器”、阿里与“购物”的标签正在被打破。在AI代理的驱动下，阿里正突破原有标签的限制，实现科技生态领域的身份突围。外参财观简介：聚焦银行、保险、金融科技等财经领域，深度观察金融科技领域的每一次演进。入驻媒体：今日头条、百家号、钛媒体、36氪、界面、腾讯、搜狐、网易、新浪、一点资讯、雪球、知乎、东方财富网、财经号、格隆汇、正观新闻、顶端新闻、云掌号、艾瑞网、蓝鲸财经等","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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 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