Meta’s Most Advanced AR Glasses Ever & Everyone is Refinancing Their House
2024/9/26
Morning Brew Daily
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Neil Freiman
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Toby Howell
播客主持人，专注于新闻分析和评论
Neil Freiman 和 Toby Howell：美国抵押贷款利率下降，但对房市的影响尚不明确。再融资申请激增，但房屋买卖市场活动有限。美联储降息旨在打破购房者被低抵押贷款利率锁定的局面，但目前效果有限。由于房价高企，拥有低利率抵押贷款的房主不愿出售房屋，导致房地产市场供应不足。预计未来几年抵押贷款利率将继续下降，但房地产市场恢复到正常水平可能需要数年时间。
Neil Freiman 和 Toby Howell：抵押贷款利率下降主要导致再融资活动增加，对房屋买卖市场的影响较小。美联储降息旨在打破购房者被低抵押贷款利率锁定的局面，但目前效果有限。拥有低利率抵押贷款的房主不愿出售房屋，导致房地产市场供应不足。
Deep Dive
Meta unveiled Project Orion, AR glasses designed as a potential smartphone replacement. These glasses offer a wider field of view and AI capabilities, but are not yet available to the public due to high production costs and technical challenges.
- Meta launched the affordable Quest 3S VR headset.
- Project Orion AR glasses aim to be a smartphone killer.
- Orion glasses are tethered to a puck for computing power.
- Current cost per unit for Orion is $10,000.
- Meta is pursuing a two-tiered strategy: affordable VR headsets and high-end AR glasses.
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