MAS Capital

09/02/2026

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09/02/2026

美国谚语：The proof of the pudding is in the eating. 布丁好坏，不尝不知；空谈不如实证

Orange AI AR（XR)智能眼镜、华夏太赫兹6G微型收发器预计明年产品上市！

名资2026年投资与重点孵化的两家深科技企业，冲刺2027 IPO！

09/01/2026

Smart glasses are not so smart if you can only use them indoors.

Most look sharp in a dim room, then fade into a ghost the moment real sunlight hits them.

The image is still playing. You just cannot see it.

Orange's AI AR smart glasses are designed to be bright even in direct sunlight.

With 2 micro-OLED HD displays, up to 5,000 nits, Orange is designed to stay bright wherever you go, indoors or out.

如果智能眼镜只能在室内使用，那它们其实一点也不智能。

大多数眼镜在昏暗的房间里看起来很清晰，但一旦真正的阳光照进来，它们就像幽灵一样消失了。

画面依然在播放，只是你看不见而已。

Orange 的 AI AR 智能眼镜专为在直射阳光下也能保持明亮而设计。

配备两块微型 OLED 高清显示屏，亮度最高可达 5000 尼特，Orange 无论你在室内还是户外，都能保持清晰明亮。

08/31/2026

在看你不会说的语言的菜单？

Orange 的 AI 智能眼镜可以直接在你视线范围内进行翻译，无需拿出手机。

借助 6G 太赫兹连接，翻译速度跟得上你的阅读速度。

Reading a food menu in a language you don't speak?

Orange's AI smart glasses are designed to translate it in place, right in your line of sight, without taking out your phone.

With 6G terahertz connectivity, the translation keeps up as fast as you can read.

08/28/2026

全天候智能眼镜电池的瓶颈不是电池本身，而是驱动它的核心成像技术。

Orange 的专利 PVH（偏振体积全息）光学技术可以用一个成像器驱动两个全高清微型 OLED 显示屏。

它能在智能眼镜中实现沉浸式的 200 英寸显示效果，同时不会因为更大的微型显示屏而牺牲电量。

The bottleneck for all-day batteries in smart glasses isn't the battery. It's the fundamental imaging technology powering it.

Orange's patented PVH (Polarization Volume Hologram) optics drives two full HD micro-OLED displays from a single imager.

It enables an immersive 200-inch display in smart glasses, without the power compromise of bulkier microdisplays.

08/27/2026

未来AI AR智能眼镜的应用将基于什么CPU芯片？

未来AI智能眼镜的CPU芯片没有“唯一答案”，而是会走向专用化——根据产品形态（是轻量语音助手还是全功能AR设备）搭配不同特长的方案。目前的几大主要玩家如下：

· 高通（旗舰性能代表）：它的Snapdragon Reality Elite是追求顶配体验的首选。AI算力最高48 TOPS，能直接运行大语言模型，CPU性能比上一代提升30%，非常适合需要极致画质和独立运算的高端AR眼镜。
· 恒玄科技（单芯整合破局者）：BES6100采用6nm先进工艺，一颗芯片就能替代传统的“主芯+协处理器”双芯方案。它主攻性价比与设计轻量化，成本能降到不足40美元（传统方案超78美元），还能让镜腿设计得更纤细。
· 酷芯微电子（低功耗强算力）：ARS45主打极致续航与端侧AI，在录像时功耗能控制在300mW以内。它集成了等效6TOPS算力的NPU，能在本地完成降噪、手势识别等AI任务，很契合全天候佩戴的轻量级眼镜。

🧩 其他值得关注的路线

· 国产通用方案：瑞芯微、展锐等也占据一定市场，覆盖不同价位段。
· 新兴RISC-V架构：因其低功耗、高可裁剪性，正被评估作为传感器管理等协处理器的选择，未来可能成为新变量。

08/27/2026

Chinese EV maker XPENG has announced that its robotics business has raised more than $900 million in its first external funding round, giving the unit a valuation of over $6.3 billion.

The round was led by IDG Capital, with major strategic backing from Tencent and Alibaba Group. Gaorong Ventures also participated, according to XPENG and Reuters.

The capital will be used to advance robotics hardware and software, train and refine Physical AI models, collect high-quality data, build mass-production facilities, and support global expansion.

XPENG Chairman and CEO He Xiaopeng He, who announced in June that he would personally lead the robotics business, is pushing the company beyond electric vehicles and deeper into embodied AI. The company is targeting production of 1,000 IRON Humanoid Robots per month by the end of 2026, with initial deployments planned for retail stores and industrial campuses. Broader commercial sales in China and overseas are targeted for 2027.

$900M+ raised. $6.3B+ valuation. And one of China’s biggest bets yet on humanoid robotics and Physical AI. 🤖

08/26/2026

想要一副你整天都能戴的 AI 眼镜吗？那要 $299，没有显示屏。

想要真正的显示屏？那要 $799，只能用一只眼。

想要完整的增强现实 (AR)？那要 $2,195。

Orange 是一家光学公司，正在开发一种设计，不需要强行选择，三种模式最低只要 $129。

Want an AI glass you'd wear all day? That's $299, no display.

Want a real display? That's $799, one eye only.

Want full Augmented Reality (AR)? That's $2,195.

Orange is an optics company working on a design that doesn't force that choice, targeting all three at low as $129.

08/24/2026

Asia isn't "catching up" anymore.

58% of the world's billionaires already call Asia home.

Most people will look at this chart and see New York.

I see Shenzhen, Shanghai, and Beijing.

Three Chinese cities sitting directly behind New York in the global billionaire rankings.

Think about that for a moment. For decades, the narrative was that wealth, innovation, and entrepreneurship flowed from West to East. Asia was where products were made. The real value creation happened somewhere else.

Yet today, China alone has eight cities on this list. Asia accounts for 58% of all the billionaires represented. Fifty-eight percent.

At what point do we stop calling that "emerging"?

I've spent more than 25 years living and working across Asia. One thing I've learned is that the world's perception of Asia tends to lag reality by about a decade.

People still talk about China as a low-cost manufacturing base.

Meanwhile, Shenzhen has 132 billionaires. People still view Asia as a region catching up. Meanwhile, Mumbai, Singapore, Taipei, Seoul, Jakarta, Tokyo, Hong Kong, Shanghai, and Beijing are producing enormous amounts of wealth.

You don't have to like China. You don't have to invest in Asia.

But if you still think the center of gravity is where it was 20 years ago, you're probably looking in the wrong direction.

What do you think of the numbers?

Graphic courtesy of Visual Capitalist

08/24/2026

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