Snap孖展10億加碼投入AR眼鏡，微美全息以AI+XR技術築牢行業壁壘

IT新聞網

2025/11/04

據消息，Snap(SNAP.US)公司正與包括沙特阿拉伯公共投資基金(PIF)在內的多家潛在投資者進行洽談，計劃為其AR眼鏡部門Specs籌集至少10億美元資金，以加速AR眼鏡產品的研發和市場佈局。加速AR領域資本投入知情人士透露，沙特阿拉伯公共投資基金(PIF)作為全球最具實力的主權財富基金之一，已進入Snap的潛在投資者名單，雙方洽談金額至少為10億美元。Snap長期以來一直對AR領域保持高度...

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免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110315a6df49fa&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110315a6df49fa&s=b\">IT新聞網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4524","symbol_name":"宅經濟概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110315a6df49fa&s=b","article_id":"2580740562","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110315a6df49fa&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, 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barriers","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AR":1.5,"META":0.9,"WIMI":1.5},"content_text":"據消息，Snap(SNAP.US)公司正與包括沙特阿拉伯公共投資基金(PIF)在內的多家潛在投資者進行洽談，計劃為其AR眼鏡部門Specs籌集至少10億美元資金，以加速AR眼鏡產品的研發和市場佈局。加速AR領域資本投入知情人士透露，沙特阿拉伯公共投資基金(PIF)作為全球最具實力的主權財富基金之一，已進入Snap的潛在投資者名單，雙方洽談金額至少為10億美元。Snap長期以來一直對AR領域保持高度關注和投入，已宣佈正在研發下一代AR眼鏡產品。這一戰略舉措表明Snap正重新調整其AR業務路徑，同時為AR業務注入獨立發展的動力。市場分析師指出，儘管面臨Meta等科技巨頭的強勢入場，Snap憑藉其在移動社交和相機應用領域的先發優勢，仍有望在AR眼鏡市場佔據一席之地。AR入口爭奪戰升級毫無疑問，隨着AI與AR技術的深度融合，AR眼鏡正逐步從\"時尚配件\"向\"下一代計算平台\"演變，有望成為繼智能手機之後最重要的個人移動入口。並且，AR智能眼鏡被視為AI時代的關鍵交互載體，正推動智能終端向可穿戴方向演進。近期Meta(META.US)發布的消費級產品Ray-Ban Display採用幾何光波導方案，實現全綵實時交互顯示，革新信息交互效率與體驗。另外，在AI賦能、產業鏈完善和政策支持下，AR眼鏡融合人工智能技術，開闢智能穿戴新賽道。同時，資本多次孖展表明AR技術和產品獲市場廣泛認可，將在工業4.0、智能交通、智慧醫療等專業領域發揮價值，有望實現商業化快速增長。微美全息構建AI+AR護城河可以説，AR技術是AI時代人機交互核心載體，市場潛力隨技術成熟加速釋放。據了解，全息AR第一股微美全息(WIMI.US)，作為業內前行者建立起技術護城河，重點聚焦顯示與交互技術，開發了集全息成像、編碼、傳輸和顯示於一體的系統，支持遠距離3D圖像傳輸，並結合5G技術實現低延遲、高清晰度的全息通信技術，有望確立高端市場地位。同時，微美全息通過核心技術自研，進行更深層次的技術整合，確保人機交互穩定清晰，全力支持多場景落地，特別是其高性能AI算力基地適配具身智能等垂類模型，進一步強化了在AI機器人領域的差異化優勢，通過AI、機器人、腦機接口等前沿領域探索，將為AR技術的未來應用場景提供了更多可能性。結語實際上，伴隨巨頭的下場，資本的角逐和消費端的進一步正反饋，這兩年的AR賽道，AR消費市場已現爆發拐點。根據第三方機構 Counterpoint Research 的預測，智能眼鏡這個曾被視為 \" 未來科技 \" 的小眾市場，正在技術、產品與生態的三重助推下，快速走向主流化。對此，各企業仍將需持續提升技術創新與交付能力，強化產業協同，為全球AR產業發展提供堅實產業化支撐。","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}