全球AI行业焦点重回硬件端侧，受英伟达GTC大会等利好催化，6月1日AIPC概念股集体高开。北交所雷神科技股价飙升30%封涨停，成交额超3.85亿元，领涨板块。资本市场热潮主要源于芯片巨头的支持。
谷歌在2026年I/O大会上发布全新Coral Board开发板，一款专为端侧AI设计的紧凑型单板计算机。核心采用基于RISC-V架构的开源Coral NPU，搭载Synaptics Astra SL2619芯片，配备2GHz双核处理器与2GB内存，具备1TOPS本地算力，主要面向耳机、AR眼镜及智能手表等小型设备，旨在解决AI加速器碎片化问题。
科大讯飞在澳门BEYOND Expo2026上发布“讯飞AI眼镜”，定价4299元，6月15日预售。该产品以40克超轻机身集成端侧AI算力，主打生产力与生活服务，标志着其语音与多模态AI向消费级硬件的深度延伸。
联想近日发布ThinkPad新品及天禧AI生态，推出AI主机系列，包括ThinkCentre Mini、ThinkCentre和ThinkCentre Pro三个版本，覆盖从个人到专业用户的不同算力需求。此举完善了端侧AI硬件布局，为用户提供从云端租用转向本地AI部署的新选择。
Anthropic
$21
输入tokens/百万
$105
输出tokens/百万
200
上下文长度
Alibaba
-
Bytedance
Baidu
Tencent
$2
$525
Chatglm
128
Iflytek
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