两年前，贝拉·诺罗齐在商场约会时注意到一件怪事：她男友的眼镜上有个闪烁的指示灯。
Two years ago, Bella Nowroozi was on a date at the mall when she noticed something odd: A blinking light on her companion's glasses.
这位24岁的硕士生立刻认出那副眼镜正是她在社交媒体上见过的Meta Ray-Ban智能眼镜。她立刻要求男友删除所有录音。
The 24-year-old master's student instantly recognized the frames as the Meta Ray-Ban smart glasses she had seen on social media. She told him to delete the recordings.
“说实话，我当时非常震惊，”诺罗齐在接受CNBC采访时回忆道，“此前我从未遇到过类似情况。从那以后，我再也不敢像以前那样毫无顾忌地去约会了。”苹果、谷歌、Meta以及其他众多科技企业都寄望于以眼镜、戒指、挂饰等形式出现的新一代人工智能可穿戴设备能推动整个市场迎来突破性发展。然而，随着这类设备声名鹊起，它们也引发了隐私方面的争议，人们也质疑这些技术是否真有足够价值成为日常生活的必备品。
"I was honestly pretty shocked," Nowroozi told CNBC, reflecting on the interaction. "I hadn't really experienced anything like that before. I was also scared to go on dates after that as openly as I did before." Apple Google Meta and a swarm of other tech contenders are betting that new artificial intelligence wearables in the form of glasses, rings, charms and pendants can push the market toward its category-defining moment. But as the gadgets have grown in notoriety, they've also been met with privacy backlash and doubts about whether the technology is beneficial enough to become a fixture in everyday life.
上周，Meta推出了外形类似电子宠物机的Muse Charm——这是一款专为旗下个人助手应用设计的配套外壳，该产品迅速登顶苹果App Store的免费应用榜单。此后，该公司又陆续发布了多个版本的Meta Ray-Ban AI眼镜，并提供了多种价位不同的型号供消费者选择。
Meta made a splash last week with the unveiling of its Tamagotchi-like Muse Charm a custom housing for its personal agent app that quickly topped Apple's iOS App Store free apps list. The company has continued to release new iterations of its Meta Ray-Ban AI glasses and offers an array of models at different price points.
本周，OpenAI推出了自己的个人助手产品Dots。这家ChatGPT的开发商还在与iPhone设计者乔尼·艾夫合作开发消费级设备，不过目前推出的产品似乎并非可穿戴设备。苹果则在9月初展示了搭载人工智能功能的最新设备，这些设备具备监听用户对话的能力。
This week, OpenAI rolled out its own personal assistant called Dots The ChatGPT maker is also working with iPhone designer Jony Ive on consumer devices, but its first offering does not appear to be a wearable, according to Apple provided a look at its latest devices at the beginning of September, complete with AI features on the that will listen to your conversations.
除了种类繁多的相关设备外，本周智能戒指制造商Oura原定上市计划也一度让市场期待值持续走高。然而周二，尽管Oura的产品需求旺盛，该公司还是在最后关头推迟了原定的首次公开募股计划。
Besides the plethora of available devices, the market looked set this week to keep the momentum rolling with the debut of smart ring maker Oura But on Tuesday, the company delayed its expected initial public offering at the last minute, despite signaling strong demand for its products.
Oura将“IPO市场的不确定性”作为取消计划的理由，但部分分析师对此持怀疑态度。
Oura cited "uncertainty in the IPO market" as the reason for the move, but some analysts were skeptical.
“我确实认为有其他因素导致他们放弃IPO，我认为并非市场原因，”Moor Insights & Strategy的首席分析师安谢尔·萨格说道，“只是我还无法确定具体是什么因素。他们突然退出IPO确实有些奇怪。”
"I really believe that there's something else that's causing them to pull out of the IPO, and I don't think it's the market," said Anshel Sag, a principal analyst at Moor Insights & Strategy.
品牌危机：Meta的智能眼镜遭遇抵制 Meta推出的智能眼镜正面临诸多抵制。由于这些眼镜配备了隐蔽式摄像头，可能被用于骚扰或其他不当行为，它们在社交媒体上被戏称为“变态眼镜”。
"I just can't nail what it is." "Them jumping out of this IPO is kind of weird," he said. Branding problems Meta is navigating pushback to its smart spectacles, which have been dubbed "pervert glasses" on social media because of their discreet cameras that can be used for harassment and other misbehavior.
一位社交媒体用户称，约会时有个男子未经允许就拍下了她的照片。另一位用户则表示，在Facebook Marketplace上购买眼镜的买家偷偷拍摄了她和孩子的视频。Meta曾推出以凯莉·詹娜拍摄日常生活片段为内容的广告，这也引发了外界对这类视频所具有的监视性质的进一步批评。截至目前，Meta尚未对CNBC的置评请求作出回应。
One social media user said a man took photos of her on a date without her permission. Another said a buyer from Facebook Marketplace took unauthorized videos of her and her children. Meta's own advertising campaign featuring Kylie Jenner filming her everyday life drew further criticism of the surveillance-like nature of the videos. Meta did not immediately respond to CNBC's request for comment.
维德森公司的分析师吉尔·卢里亚指出，人们对配备摄像头的眼镜的抵触情绪日益强烈，要扭转这一局面难度极大。
vidson analyst Gil Luria said the growing resistance to camera-equipped glasses is a hard battle to overcome.
“目前来看，这条路已经走不通了，”卢里亚说道，“恐怕要等到十年之后才能重新尝试。”
"It's done for at this moment," said Luria. "We're going to have to revisit this 10 years from now."
去年，卢里亚首次将这款眼镜作为礼物送给自己的双胞胎儿子们，当时他们“兴奋得不得了”。可如今，他说儿子们“绝对不会戴这种眼镜”。上个月，Meta推出了不带摄像头的智能眼镜版本。
When Luria first gifted the spectacles to his twin teenage boys last year, they were "super excited." He says now, they "wouldn't be caught dead in them." Last month, Meta unveiled a camera-free smart glasses option.
隐私问题：可穿戴设备兴起恰逢关键节点 随着华盛顿围绕人工智能安全风险的政策讨论日益升温，加之11月中期选举临近，公众对此类问题的关注度也持续上升，此时可穿戴设备的迅速普及可谓恰逢其时。
Privacy The explosion in wearables couldn't come at a more critical time as the policy debate over AI safety risks intensifies in Washington and the blowback takes center stage ahead of the midterm elections in November.
与Meta推出的名为Jolly的可爱毛绒形象截然不同，那些规模庞大的数据中心如今已成为美国民众反对人工智能发展的视觉象征。许多人认为，那些始终处于监听或录制状态的可穿戴设备及其他智能装置，实际上正是这种“监视型社会”的延伸体现。
Far from the cute, fuzzy appearance of Meta's Muse character called Jolly, sprawling data centers have become the visual symbol of AI opposition in the U.S. Many argue that wearables and other devices that are always listening or recording have become an extension of that perceived surveillance state.
Flock Safety的车牌扫描仪遭到破坏，多个城市因社区强烈抗议而终止了与该公司的合同。智能眼镜因隐私担忧被健身房等场所禁止佩戴。
Flock Safety's license plate scanners are being vandalized and cities have ended contracts with the company over community outcry. Smart glasses have been banned from gyms and other places because of privacy concerns.
2月，在洛杉矶针对Meta社交媒体成瘾案的审判中，法官威胁要以藐视法庭罪起诉任何在CEO扎克伯格作证期间使用AI智能眼镜的人。陪同扎克伯格进入法庭的几人佩戴了Meta Ray-Ban AI眼镜。
In February, the judge in the Meta social media addiction trial in Los Angeles threatened to hold anyone using AI smart glasses during CEO Mark Zuckerberg's testimony in contempt of court Several people escorting Zuckerberg into the court were wearing the Meta Ray-Ban AI glasses.
“其附加价值必须克服人们对AI技术的抵触情绪，”Sag表示。“它必须比人们对它的担忧更有帮助、更实用。” 设计与执行 GPS将地图呈现在屏幕上，智能手机创造了口袋大小的个人电脑，而AI承诺将效率和自动化带入日常生活。
"Their value add has to overcome the perception of AI being a technology that people are opposed," said Sag. "It needs to be more helpful and useful than people's apprehensions about it." Design and execution GPS delivered maps to a screen, the smartphone created a pocket-sized personal computer and AI promises to bring efficiency and automation to everyday life.
可穿戴设备市场的新玩家正竞相开辟新品类，但当下最具未来感的小工具未必是消费者想要的，市场研究公司Techsponential创始人兼科技分析师Avi Greengart表示。
New gadgets in the wearables market are vying to build a new category of devices, but the most futuristic gadgets today aren't necessarily what the consumer wants, said Avi Greengart, founder and tech analyst at market research firm Techsponential.
从睡眠监测到运动追踪和跌倒检测，健康可穿戴设备在由苹果、谷歌等科技巨头以及初创公司Oura主导的市场中展现出巨大潜力。Greengart表示，苹果为AirPods添加的无障碍功能正将这款热门耳机转变为助听器。
From sleep readings to exercise tracking and accident detection, health wearables have shown immense promise in a market cornered by big tech giants like Apple and Google, and even startup Oura. Accessibility features added to Apple's AirPods are transforming the popular headphones into hearing aids, Greengart said.
但一些炫目的新兴AI技术，包括别针和吊坠式设备，在设计和执行层面遭遇了重大障碍。
But some of the flashy emerging AI tech, including pins and pendants, has hit significant design and execution roadblocks.
Greengart指出，Rabbit r1个人助理缺乏区别于智能手机的独特使用场景，并面临技术和硬件问题。另一个失败的竞争者是Humane AI Pin，因用户评价不佳于去年停产。
Greengart pointed to the Rabbit r1 personal assistant, which lacked distinct use cases from the smartphone and faced technical and hardware issues. Another failed contender was the Humane AI Pin discontinued last year following poor customer reviews.
“如果你强迫别人花700美元去买一款容易发热、在阳光下无法正常使用、续航能力又差的设备，除非它能实现一些神奇的功能，否则这种做法是行不通的，”格林加特说道。
"If you force someone to spend $700 on a device that overheats, has a user interface that doesn't work in sunlight, battery life that is poor, unless what it does is magical, that's not going to work," said Greengart.
诺鲁齐的姐姐就拥有一副Meta眼镜，不过她目前仍犹豫是否要跟风购买这类人工智能可穿戴设备。
Nowroozi, whose sister owns a pair of Meta glasses, is holding off on buying into the AI wearable wave.
“我实在想不出这类设备能比手机发挥什么更大的作用，”她说道。
"I can't really think of how this would really be different from what a phone could do," she said.
谷歌发布最新人工智能模型，但华尔街期待出现突破性个人智能助手。继多名高管离职后，前领英首席执行官罗斯兰斯基也将离开微软。SpaceX将谷歌研发的人工智能芯片送入轨道，旨在打造太空数据中心。特朗普举办的AI午宴邀请了各大科技企业参加，唯独没有苹果公司。
Google unveils latest AI model, but Wall Street wants a breakout personal agent Former LinkedIn chief Roslansky to leave Microsoft, following other exec departures SpaceX launches Google AI chips into orbit in push toward space-based data centers Trump's AI lunch included every major tech company. Except Apple