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雷军正面迎战!苹果17天塌了!
商业洞察· 2025-09-17 09:25
Core Viewpoint - The article discusses the competitive landscape between Xiaomi and Apple, highlighting the significance of their product launches and strategies in the smartphone market, particularly focusing on the Xiaomi 17 series and iPhone 17 series as reflections of broader industry trends and consumer preferences [4][24]. Group 1: Xiaomi 17 Series Launch - Xiaomi 17 series is positioned as a major leap forward, skipping the 16 series and launching directly to compete with iPhone 17, indicating a strategic move to capitalize on Apple's market momentum [8][10]. - The series includes three models: 17, Pro, and ProMax, featuring the world's first Snapdragon 8 Gen 2 chip, which boasts a nearly 30% improvement in performance and efficiency compared to its predecessor [9]. - Xiaomi has invested 100 billion yuan in R&D over the past five years and plans to invest an additional 200 billion yuan, showcasing its commitment to innovation and competitiveness [9]. Group 2: iPhone 17 Series Strategy - The iPhone 17 series has seen record pre-sale numbers, with over 2 million reservations on JD.com on the first day, reflecting strong consumer interest [12]. - The pricing strategy for the iPhone 17 standard model is notable for maintaining the same price as its predecessor while offering enhanced features, which aims to attract mid-range consumers [14]. - In contrast, the Pro series has adopted a luxury pricing strategy, with the iPhone 17 Pro Max 2TB version priced at 17,999 yuan, indicating a focus on high-end market segments [14]. Group 3: Market Dynamics and Consumer Behavior - The competition between Xiaomi and Apple is not just about brand rivalry but represents a shift in Chinese tech companies from following to competing directly with global leaders [4][6]. - Consumer preferences are shifting towards value and user-centric innovations, with a growing demand for products that respect user needs rather than just brand prestige [6][25]. - The article emphasizes that the ultimate competitive edge in the smartphone industry lies in genuine innovation and sincerity towards technology and users, rather than just numerical specifications [25].
港股科技板块爆发 恒生科技ETF龙头(513380)涨超4%
Sou Hu Cai Jing· 2025-09-17 08:36
据悉,上述三只ETF均为规模靠前、流动性好的品种,且在底层资产端各有侧重。恒生科技ETF龙头 (513380)跟踪恒生科技指数,聚焦港股泛科技资产;港股通科技ETF(159262)跟踪恒生港股通科技 主题指数,行业层面剔除医药、汽车、家电,聚焦港股通范围内的AI和半导体等科技资产,科技锐度 更高,截至9月16日,该指数近一年涨幅翻倍;中概互联ETF(159605)跟踪中证海外中国互联网30指 数,一键打包港交所及其他海外交易所上市的中国互联网资产,更聚焦科技互联网公司。 北京时间9月18日凌晨,美联储将公布议息会议决策。受美联储降息预期升温、流动性改善影响,港股 近期持续走高。展望后市,东方财富证券认为,历史上预防式降息期间港股弹性更大,预计具备景气支 撑和业绩想象空间的AI算力、半导体、创新药以及走向AI叙事的恒生科技、港股互联网或将继续受 益;若我国货币政策跟进宽松,也看好后续非银金融板块表现。(王鹤静) 中证网讯 9月17日,港股科技板块爆发,腾讯控股、阿里巴巴、小米集团等大型科技股集体上涨,带动 相关ETF走强。恒生科技ETF龙头(513380)收涨4.01%,单日成交额超9亿元;中概互联ETF (1 ...
小米已注册妙享系列商标
Xin Lang Ke Ji· 2025-09-17 07:54
爱企查显示,小米已申请注册"小米妙享""妙享""妙想澎湃"等商标,国际分类涉及科学仪器、网站服 务、通讯服务等。 | | 小米妙享 [MEERIN | | | | | | --- | --- | --- | --- | --- | --- | | 小米妙享 | 中高手册号: 47885035 | 日南日期:2020-07-07 | 聖父亲武 2000年 | | 面积分类体 | | | 申请人:小米科技制设计公司 | 力理代理机构:北京两轮国灯学务所 | | | | | 時候进度(7) | | | | | 1 量2型 | | | V | | | | | | | 汁用申请 | 初市公告 | 日开 | 续止 | | | | 2020-07-07 | 2020-11-20 | 2021-02-21 | 2031-02-20 | | 责任编辑:王翔 小米公司官方9月16日宣布,全新小米 17 Pro 与小米 17 Pro Max 搭载全新妙享背屏,据悉,全新小米 17 系列手机官宣将于本月发布。 ...
雷军公布小米17 Pro系列背屏设计,可显示时钟、个性化图案
Sou Hu Cai Jing· 2025-09-17 06:40
Group 1 - Xiaomi's chairman Lei Jun showcased the customizable rear screen design of the Xiaomi 17 Pro, which can display clocks, personalized patterns, and support rear camera selfies and car control functions [1] - The rear screen concept has been previously attempted by other manufacturers like Meizu and Vivo but failed to gain widespread acceptance due to a lack of high-frequency usage scenarios [1] - Xiaomi Group's president Lu Weibing announced that the 17 Pro series will feature a new imaging solution and will include the Xiaomi 17, 17 Pro, and 17 Pro Max models, all powered by the fifth-generation Snapdragon 8 flagship platform [3] Group 2 - The Xiaomi 17 Pro Max is positioned as Xiaomi's strongest imaging flagship to date, with the series aiming to directly compete with Apple's iPhone 17 series [3]
雷军曝光小米Pro背屏设计,网友脑洞大开玩梗P图
Sou Hu Cai Jing· 2025-09-17 06:05
9月17日,小米官方和小米创始人董事长、CEO雷军发布视频,正式公布小米手机17Pro/ProMax背屏设计。 视频中可以看到,小米17 Pro延续徕卡影像,后置"妙享背屏",内嵌双摄。视频显示,背屏可自定义显示内容,包括时钟主题、个性化图案等。 卢伟冰评论区的热评第一是网友p的一张图,卢伟冰还回复三个"允悲"表情。 此外,小米集团合伙人卢伟冰转发微博并问道:"小米17 Pro系列的全新背屏,大家喜欢吗? 关于背屏,你有什么好创意、好想法,评论区一起聊聊。" 除此之外,还有不少网友玩梗P图。 I 只能说,改名改得对! C 区 9-17 11:18 来自四川 l 这背屏真好用啊!我未来母校,冲! iaNews Tech BA D 9-17 11:16 来自山东 --- 1 26 118 版牛士 BiaNews 9-17 12:09 来自江苏 [7] l-- 求经典款黑莓壳盒 I n a 要说经典,怎么能少了这张? 3 士 BiaNews THE KE 区 F 9-17 11:45 来自河北 2017 ...
港股科技ETF(159751)涨超2.6%冲击9连涨,南向资金持续扫货港股
Sou Hu Cai Jing· 2025-09-17 05:51
Group 1 - The core viewpoint of the news is that the Hong Kong stock market, particularly the technology sector, is experiencing a strong upward trend due to improved liquidity and expectations of interest rate cuts by the Federal Reserve [1] - The CSI Hong Kong Stock Connect Technology Index (931573) has risen by 2.83%, with notable increases in individual stocks such as SenseTime-W (00020) up 15.79% and Kingsoft Cloud (03896) up 11.71% [1] - Southbound capital has significantly increased its investment in Hong Kong stocks, with a net buying amount reaching 1.09 trillion HKD as of September 15, surpassing the total net buying for the entire year of 2024 [1] Group 2 - The CSI Hong Kong Stock Connect Technology Index selects 50 large-cap technology companies with high R&D investment and revenue growth, reflecting the overall performance of technology leaders in the Hong Kong Stock Connect [2] - As of August 29, 2025, the top ten weighted stocks in the index include Tencent Holdings (00700), Alibaba-W (09988), and Xiaomi Group-W (01810), accounting for a total of 64.91% of the index [2]
IDC:2025年第二季度中国智能眼镜市场出货量66.4万台 同比增长145.5%
智通财经网· 2025-09-17 05:44
Core Insights - The global smart eyewear market is projected to ship 2.555 million units in Q2 2025, representing a year-on-year growth of 54.9% [1] - The audio and audio capture glasses segment is expected to see significant growth, with shipments reaching 1.618 million units, a remarkable increase of 256.8% [1] - The AR/VR market is experiencing a decline, with shipments of 937,000 units, down 21.6% year-on-year [1] Smart Eyewear Market Overview - In Q2 2025, China's smart eyewear market is expected to ship 664,000 units, marking a year-on-year growth of 145.5% [1] - The overall smart eyewear market in China is projected to reach 2.846 million units in 2025, reflecting a growth of 116.4% [5] Audio and Audio Capture Glasses Market - China's audio and audio capture glasses market is anticipated to ship 514,000 units in Q2 2025, with a year-on-year increase of 256.6% [2] - The launch of new products from Xiaomi, including AI glasses, has significantly contributed to market growth, increasing the market share to 19.7% [2] AR/VR Market Dynamics - China's AR/VR market is expected to ship 150,000 units in Q2 2025, showing a year-on-year growth of 18.7% [3] - The AR&ER category is driving growth, with a market share of 76.4%, up 61.8% year-on-year, while the VR&MR segment continues to decline [3] Market Channel Development - The smart eyewear market is shifting towards accelerated offline channel development, with retail channel shipments increasing by 4.0% year-on-year [7] - Major manufacturers are focusing on partnerships with traditional eyewear chains to enhance product availability in offline stores [7] International Expansion of Domestic Manufacturers - Domestic smart eyewear manufacturers are increasing their overseas market presence, with significant growth in North America, Europe, and Asia-Pacific [8] - Companies like Xreal and Xiaomi are forming strategic partnerships to enhance their global footprint and product offerings [8] Integration of AI Models - The adoption rate of smart eyewear products with AI model integration is expected to rise, with a year-on-year increase of 14.4% in Q2 2025 [9] - The market is entering a phase of deeper exploration and optimization in AI model adaptation and software collaboration [9][10]
雷军公开小米17Pro最新设计:全新背屏设计自定义显示内容,可控制汽车、辅助拍摄;此前称对标iPhone正面迎战
Sou Hu Cai Jing· 2025-09-17 04:25
雷军和小米手机官方今日发布视频,正式曝光了小米手机17pro的背屏设计。 从视频中可以看到,小米17 Pro 延续了徕卡影像,后置一块背屏,内嵌双摄;在背屏模组的下方还有闪光灯和"药丸"型的传感器,预计包含一颗摄像头 等;xiaomi 的LOGO依旧位于机身背板的下方,并竖向水平放置。 多数网友都挺期待这一项新设计,"很好看"。 也有网友担心,背屏会不会容易磕碎和划痕? 还有网友猜测,这个背屏的设计能不能用来自拍? 从视频来看,这块背屏可自定义显示内容,包括时钟主题、及各种个性化图案等。另外,官方昨日的预热视频显示,这块背屏还可以控制汽车、辅助进行 后摄自拍等。 视频的最后一帧显示,小米手机17pro系列也将在本月发布。 昨天,小米手机也曾发视频预告17pro的背屏设计,小米集团总裁卢伟冰表示:小米17Pro系列的首次亮相,大家觉得怎么样? 不止是全新的背屏,小米17 系列跨代升级,就是想给手机行业带来点"新东西"。 此前,9月15日,卢伟冰在社交平台宣布,本月将发布全新小米17系列,较上代提前一个月发布,"将是小米手机数字系列史上最重大的一次跃迁"。 小米17系列,包括三款产品:小米17、小米17 Pro、 ...
港股午评:恒科指大涨3.49%再刷阶段新高,科技股强势,百度大涨15.9%
Ge Long Hui· 2025-09-17 04:12
Market Performance - The Hong Kong stock market showed a strong upward trend in the morning session, with major indices reaching new highs. The Hang Seng Tech Index surged by 3.49%, surpassing 6200 points, while the Hang Seng Index and the National Enterprises Index rose by 1.41% and 1.78%, respectively, with the Hang Seng Index approaching the 27000 points mark [1] Key Stocks - Major technology stocks led the market rally, with Baidu experiencing a significant increase of 15.9%. Other notable performers included JD.com, Meituan, and Alibaba, each rising over 5%, while Tencent and Xiaomi also showed strength [1] - Semiconductor stocks gained traction as SMIC reportedly tested China's first domestic DUV lithography machine, with SMIC's stock climbing 5.7% to reach a new historical high [1] Sector Performance - The aviation sector continued to rise, supported by a more than 25% increase in daily flight ticket bookings during the National Day and Mid-Autumn Festival period, which is expected to enhance airline profitability [1] - Other sectors that saw gains included Apple concept stocks, automotive stocks, robotics stocks, coal stocks, Chinese brokerage stocks, gaming stocks, and restaurant stocks [1] Declining Sectors - In contrast, spot gold prices fell below $3680, leading to declines in gold stocks and non-ferrous metal stocks. East Wu Cement experienced a nearly 11% drop following a 6.2% year-on-year decrease in national cement production in August [1] - The biopharmaceutical sector saw a majority of stocks retreat, while property management, steel, and sports goods sectors exhibited weak performance [1]
恒生科技ETF易方达(513010)涨3.08%,港股盈利能力改善,恒生科技增速领先
Ge Long Hui A P P· 2025-09-17 03:42
Group 1 - The Hong Kong stock market indices have risen, with Baidu Group increasing by over 14% following a strategic cooperation agreement with China Merchants to explore "AI + industry" new paths [1] - Other companies such as JD Group, Meituan, and SMIC have also seen increases of over 5%, while Alibaba rose by 4.69%, reaching a nearly four-year high [1] - The Hang Seng Technology ETF (513010) has gained 3.08% year-to-date, with a total increase of over 39% [1] Group 2 - Significant capital inflow has been observed in Hong Kong stocks this year, with ETFs becoming a crucial tool for capital allocation [1] - The Hang Seng Technology ETF (513010) has received a net inflow of 3.278 billion yuan in the last 20 days, bringing its latest scale to 19.202 billion yuan [1] - The ETF tracks the Hang Seng Technology Index, bundling core Chinese technology assets, including Tencent, NetEase, Alibaba, SMIC, Xiaomi, and Baidu, with a low comprehensive fee rate of 0.25% [1] Group 3 - The profitability of Hong Kong stocks is improving, with the Hang Seng Technology Index showing the highest growth rates [1] - By Q2 2025, the revenue and net profit growth rates for the Hang Seng Technology Index are expected to lead among major indices, with year-on-year revenue growth of 14.43% and net profit growth of 16.18% [1] - In comparison, the revenue and net profit growth rates for the Hang Seng Index and other indices are lower, indicating a stronger performance for the technology sector [1] Group 4 - Guolian Minsheng Securities notes that the ROE-TTM of the Hang Seng Technology Index remains relatively superior [2] - Bloomberg consensus forecasts suggest that the ROE of the Hang Seng Technology Index may further recover in the next two years, narrowing the gap with other emerging markets [2] - The sector is expected to benefit from a continuation of favorable market conditions and global capital reallocation [2]