Core Viewpoint - Apple is expected to launch its first foldable iPhone, potentially named "iPhone Ultra," which signifies a significant shift in its product lineup and branding strategy [1][2][4]. Group 1: Naming Strategy - The name "iPhone Ultra" is proposed due to the larger screen size of the foldable device, which surpasses the current iPhone 18 Pro Max, making "Max" an inadequate descriptor [1]. - Apple's naming conventions have shown a trend where "Ultra" replaces "Max" in its product lines, as seen with the M series chips, indicating a hierarchy of performance [2]. - The choice of "Ultra" aims to position the foldable iPhone as a unique product rather than just another foldable device, aligning with Apple's branding strategy of innovation [4]. Group 2: Hardware and Product Identity - Apple tends to create distinct identities for its products, as exemplified by the Apple Vision Pro, which is marketed as a "spatial computer" rather than a VR headset [3]. - The company aims to differentiate its foldable iPhone from competitors like Samsung and Google, which have used the "Fold" nomenclature, reinforcing its image as a pioneer in new product categories [4]. Group 3: Pricing Strategy - The pricing of the foldable iPhone is anticipated to be around or above $2000, significantly higher than the current highest model, the iPhone 17 Pro Max, which starts at $1199 [5][6]. - Using the "Ultra" designation may help consumers psychologically accept the higher price point, as it conveys a sense of premium quality and exclusivity [7].

10月9日，昨夜今晨， 在"AI投资泡沫"的担忧加剧之际，英伟达CEO黄仁勋发声安抚市场，一众AI巨头应声上涨，将纳斯达克指数和标 普500指数推至又一个历史新高。 截至收盘，截至收盘，标准普尔500指数涨0.58%，报6753.72点；纳斯达克综合指数涨1.12%，报23043.38点；道琼斯工业平均指数平 收，报46601.78点。 黄仁勋在周三的访谈中表示，随着人工智能模型从回答简单问题发展至复杂推理，算力需求出现了大幅增长。 英伟达CEO表示："人工智能已经足够智能，人人都想使用它，我们现在正同时经历两个指数级增长阶段...... 市场对Blackwell的需求确 实非常、非常高，我认为我们正处在新一轮基础设施建设、新一轮工业革命的起点。" 黄仁勋的发声令美股市场炒作AI题材的情绪迅速升温。 截至收盘，阿里巴巴跌0.12%、京东涨0.26%、百度跌0.75%、拼多多涨0.22%、哔哩哔哩涨2.74%、蔚来涨4.67%、网易涨2.9%、富途控 股涨4.52%、理想汽车涨1.44%、小鹏汽车涨2.2%、亿航智能涨1.14%、有道涨7.78%、小马智行涨8.61%、文远知行涨12.04%。 在"美元信用存疑 ...

Group 1 - The core viewpoint of the articles highlights the significant rise in gold prices, with spot gold reaching $4000.49 per ounce and a year-to-date increase of over 50% [2][6] - On October 8, domestic gold jewelry prices in China surpassed 1160 yuan per gram, with notable brands like Lao Miao and Chow Sang Sang reaching 1176 yuan and 1165 yuan per gram respectively [3] - The recent surge in gold prices is attributed to geopolitical tensions, aggressive U.S. trade policies, and central banks' increased gold purchases, which have collectively driven gold's price up significantly [6][7] Group 2 - The People's Bank of China has continued to increase its gold reserves, reaching 7406 million ounces by the end of September, marking the 11th consecutive month of accumulation [7] - Goldman Sachs has raised its gold price target for the end of 2026 to $4900 per ounce, citing strong demand from Western ETFs, central banks, and speculative positions [8][9] - UBS forecasts that gold prices will reach $4200 per ounce by the end of this year, driven by fundamental and momentum support, with key variables including the Federal Reserve's interest rate path and geopolitical risks [9]

最新数据显示，该公司业绩呈持续高增长态势，盈利能力正在提升。 业绩方面，2022年至2024年，公司分别实现营业收入60.52亿元、127.49亿元、193.61亿元；净亏损分别为15.38亿元、 14.96亿元、0.91亿元。 2025年1-7月，岚图汽车营收升至157.82亿元，同比增速为90.2%；同期实现净利润4.34亿元，扭亏为盈。 | | 截至12月31日止年度 | | | 截至7月31日止七個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | | | | (人民幣千元) | | | | 收入 | 6.051.754 12,749,380 19,360,642 | | | (未經審核) 8.295.435 | 15.781.481 | | 銷售成本 . | (5,549,126) (10,936,045) (15,295,147) | | | (6,786,285) (12,418,212) | | | 毛利 | 502,628 | 1,813,335 | 4,065,4 ...

Core Insights - Chinese tech giants are intensifying their high-end chip development to overcome U.S. technology restrictions and challenge companies like NVIDIA [1] - The gap between China and the U.S. in semiconductor technology is still significant but is narrowing [1][2] - Chinese AI models, such as DeepSeek, have demonstrated strong inference capabilities at lower development costs, impacting NVIDIA's stock [1] Group 1: Company Developments - NVIDIA's CEO Jensen Huang stated that China is only nanoseconds behind the U.S. in chip manufacturing, highlighting the rapid progress of Chinese engineers [1] - Alibaba's Tsinghua Unigroup has developed an AI chip, PPU, that matches the performance of NVIDIA's H20 tailored for the Chinese market [1] - Huawei's Atlas 900 A3 SuperPoD system, equipped with the Ascend 910B chip, has begun large-scale shipments and plans to release more advanced chips by 2027, posing a threat to NVIDIA's market dominance [1] Group 2: Market Dynamics - Other companies, such as Shanghai Muxi, are supplying advanced chips to major clients like China Unicom, while Cambricon has seen its stock surge due to U.S. export controls and China's push for domestic chip usage [1] - Internet giants like Tencent and Baidu are also investing in chip research and development [1] - A spokesperson from NVIDIA acknowledged the emergence of competition from Chinese chip companies [1] Group 3: Expert Opinions - Computer scientist Jawad Haji-Yahia noted that while Chinese semiconductors are comparable to U.S. chips in predictive AI, they still lack in complex analytical capabilities [2] - Experts believe that China remains reliant on the most advanced U.S. chips, and while the gap is closing, it may take up to five years for China to reduce its dependency on U.S. technology [2]

Core Viewpoint - CoreWeave has announced the acquisition of Monolith AI Limited, a pioneer in applying artificial intelligence and machine learning to complex physical and engineering challenges [1] Company Summary - Monolith AI Limited specializes in simulation and testing-driven machine learning capabilities [1] - The merger aims to combine Monolith's technology with CoreWeave's dedicated AI cloud to create a full-stack platform for industrial and manufacturing enterprises [1] Industry Impact - The combined entity will focus on helping users shorten research and development cycles, accelerate product development and design, and enhance competitive advantages through AI-driven innovations [1]

博主还在自己的微博评论区回复了部分网友的问题：针对辅助驾驶功能能否使用，他表示"国外只能巡航目前"；鸿 蒙智行以后是否都能出海，他称"这个是平行进口的"。 10 月 7 日消息，据博主 @我鸿 今日分享，他和他的妻子在迪拜偶遇了一辆上牌的鸿蒙智行"时代旗舰"尊界 S800 轿 车。他表示，阿联酋目前已有 4 辆尊界 S800，后面又有不少尊界要到中东。 据此前报道，鸿蒙智行尊界 S800 轿车于今年 5 月 30 日发布，售价 70.8 万-101.8 万元。最新数据显示，该车上市 4 个月累计大定突破 1.5 万辆。 尊界 S800 配备创新智慧电动门，联动毫米波雷达和固态激光雷达，能够实现智能感应动静态障碍物，自动调节开 启角度，最大开门角度 77 度，同时还拥有智能迎宾光毯。新车车身尺寸 5480×2000×1542mm，轴距 3370mm。 该车搭载华为临境抬头显示系统，首发智能可变星空顶，实现首个轿车后排双零重力座椅布局。智能化方面，新车 首发搭载 HUAWEI ADS 4，搭载 HUAWEI DriveOne 800V 高压碳化硅电机，双电机最大输出功率 390kW、三电机 最大输出功率 635k ...

一般来说，这种特供显卡都是阉割AI算力，以及显存、互连带宽。 10月6日消息，AMD近日发布了新版Linux显卡驱动，其中赫然提到支持新款专业显卡Radeon PRO W7900D。 目前尚不清楚这款新卡的具体情况，但是看到字母后缀D，很难不让人想起RTX 4090D、RTX 5090D、 RTX 60000D，这都是NVIDIA面向中国市场特供的合规产品，AMD如法炮制也很正常。 Radeon PRO W7900是AMD上一代的旗舰级工作站专业显卡，基于RDNA 3架构、Navi 31芯片，配备 6144个流处理器，核心频率约2.5GHz，FP32精度算力61 TFlops，搭配384-bit 48GB GDDR6 ECC显存， 整卡功耗295W。 它有两个版本，一是双插槽，一是2.5插槽，美国售价分别为3499美元、3999美元。 新一代叫做Radeon PRO AI R9700，今年刚发布。 但是，官方往往不会明确给出它们的详细规格，以尽量低调，估计不会公开出现在官网上。 ...

Group 1: Consumer Spending Trends - The dual holiday of National Day and Mid-Autumn Festival has boosted consumer enthusiasm, leading to increased sales for several companies in the Shanghai market [1] - Guangzhou Restaurant Group has launched themed dining packages to cater to diverse consumer needs during the holidays, achieving significant sales growth [1] - The overall sales of the Yu Garden Mall increased by 10% year-on-year, driven by the "Food Carnival" event, attracting over 1.1 million visitors from October 1 to 5 [1] Group 2: Retail and Marketing Strategies - Wangfujing Group's various retail formats, including department stores and duty-free shops, collaborated to launch new products and exclusive offers, leveraging an integrated online and offline sales approach [2] - The duty-free sector saw notable growth through targeted marketing and unique events, such as the Haikou Youth Trend Shopping Festival and special promotions in Wuhan [2] - Five Fang Zhai introduced innovative mooncake products for the Mid-Autumn Festival, with preliminary sales indicating a doubling in growth compared to previous years [2] Group 3: Sales Performance - Five Fang Zhai's freshly baked mooncakes are expected to achieve double-digit growth this Mid-Autumn season, with sales exceeding 5 million units by the end of September [3]

Core Insights - Apple is expected to release the iPad mini 8 in the first half of 2026, featuring the A19 Pro chip and an 8.7-inch screen, with a starting price likely to remain at $499 [1][4]. Chip Specifications - The iPad mini 8 will be powered by the A19 Pro chip, which is built on an upgraded third-generation 3nm N3P process, featuring a 6-core CPU and a 5-core GPU [1]. - The A19 Pro chip integrates next-generation dynamic cache technology and unified image compression, along with an upgraded 16-core neural engine designed for complex AI tasks. Its GPU architecture has been redesigned to offer three times the peak computing performance of the previous generation [3]. Display Features - Apple plans to upgrade the iPad mini's display from LCD to OLED, which will provide more accurate colors, deeper blacks, and superior contrast. The screen size is expected to increase from 8.3 inches to 8.7 inches [3]. - To control costs, the iPad mini 8 may utilize a single-stack LTPS panel, which may not support ProMotion adaptive refresh rate technology [3]. Market Predictions - Various market predictions suggest that the iPad mini 8 could be released as early as the first half of 2026, with some sources indicating a potential delay until 2027 [2][3].