After unveiling ridiculously expensive AR glasses, Snap’s stock takes a dive
After unveiling ridiculously expensive AR glasses, Snap’s stock takes a dive
在发布了价格极其昂贵的 AR 眼镜后，Snap 股价应声下跌
Snap’s long-awaited AR glasses, Specs, didn’t have the best debut. The company’s stock hasn’t been on the healthiest trajectory lately. It’s dropped 30% over the past year. Following Specs’ launch, it sank more than 5% — falling from $5.86 a share on Tuesday to a low of $4.83 on Wednesday morning. As of this writing, the stock still hasn’t recovered the position it held prior to the announcement.
Snap 期待已久的 AR 眼镜“Specs”的首秀表现并不理想。该公司近期的股价走势一直不容乐观，过去一年累计下跌了 30%。在 Specs 发布后，其股价又下跌了超过 5%——从周二的每股 5.86 美元跌至周三早间的 4.83 美元低点。截至本文撰写时，股价仍未恢复到发布前的水平。
The big concern surrounding Snap’s new smart glasses — which the company has been working on for over a decade — is the cost: The company maintains they will retail at nearly $2,200 apiece. It’s worthy of note that Snap’s core user demographic — teenagers — are not typically equipped with that kind of pocket change, leading onlookers to question the profitability path for the new product.
围绕 Snap 这款研发了十多年的新款智能眼镜，最大的担忧在于成本：公司坚持其零售价将接近每副 2,200 美元。值得注意的是，Snap 的核心用户群体——青少年——通常并没有那么充裕的零花钱，这让外界不禁质疑该新产品的盈利前景。
Snap’s CEO, Evan Spiegel, did an interview with CNBC on Tuesday (during which he sported the new glasses) and, when questioned about the hefty price, responded: “The most important way to think of Specs is as a computer, and so they’re comparably priced to other high-end computers or high-end laptops.”
Snap 首席执行官埃文·斯皮格尔（Evan Spiegel）周二接受了 CNBC 的采访（采访中他佩戴了这款新眼镜）。当被问及高昂的价格时，他回应道：“看待 Specs 最重要的方式是将其视为一台电脑，因此它们的价格与其他高端电脑或高端笔记本电脑相当。”
Spiegel further justified the cost by saying that Specs occupies a unique space in the AR market between glasses like Meta’s Ray-Bans — which cost a lot less but provide significantly less compute power — and bulkier headsets like the Apple Vision Pro, which are powerful but very expensive. Spiegel said his product was both “highly wearable but also incredibly capable for immersive computing.”
斯皮格尔进一步为成本辩护称，Specs 在 AR 市场中占据了一个独特的空间：它介于 Meta 的 Ray-Ban 眼镜（价格低得多但计算能力也弱得多）和像 Apple Vision Pro 这样笨重但功能强大且价格昂贵的头显之间。斯皮格尔表示，他的产品既“高度可穿戴，又具备极其强大的沉浸式计算能力”。