Lentes inteligentes: el negocio de $200 mil mdd y el récord histórico del Oro y Plata

from Espresso Matutino El Podcast · host Oscar Steve Saldaña

🔗 Pulsa aquí para ver el estudio de la OIT sobre IA y empleo: https://www.ilo.org/es/publications/flagship-reports/tendencias-sociales-y-del-empleo-2026?_bhlid=f83994759b8002282d33dc6145c086fefda1962f En este episodio: ● Oro y plata: Oro +73% a/a y +6% YTD; plata supera 90 USD, +203% a/a y +6% en 2026. ● Wall Street: Nasdaq cae por venta tech; S&P 500 y Dow bajan leve; petróleo cede por distensión con Irán. ● Gafas inteligentes: Mercado valdrá 200,000 mdd en 2040; 15 millones hoy, 289 millones proyectados, según HSBC. ● Meta líder: Triplica ventas y alcanza 73% de mercado H1-2025; EssilorLuxottica crece y fabrica en Tijuana (172 mdd). ● Google Gemini: Lanza Personal Intelligence; conecta Gmail, Photos y YouTube; apagado por defecto y sólo para Pro/Ultra. ● Empleo junior: OIT reporta caída de 16% en vacantes 22–25 años; tareas básicas migran a algoritmos. ● Autos chinos MX: Ya 15% de ventas nuevas; presión competitiva moderó alza de precios a 3.7% en 2025. ¿No entiendes nada de la sección de mercados? No te preocupes, acá va nuestra guía: https://www.espressomatutino.com/markets-guide ¡Únete a la cátedra! ☕️ Activa la campana 🔔, comparte y síguenos para tener tu Espresso puntual.

Episode metadata supplied by the publisher feed · Published Jan 15, 2026

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Lentes inteligentes: el negocio de $200 mil mdd y el récord histórico del Oro y Plata

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