如果您希望可以时常见面，欢迎标星收藏哦~ 此外，今年以来，美国科技巨头持续增加AI基础设施投资，使得存储芯片需求急剧增加。比如， OpenAI的"星际之门"项目每月需采购90万片DRAM晶圆，占全球DRAM总产能的近40%。 摩根士丹利预测，人工智能热潮下，存储芯片行业预计迎来"超级周期"。 从市场表现来看，供需失衡的格局已推动存储芯片价格进入上行通道。TrendForce集邦咨询预 估，四季度整体一般型DRAM价格将单季度增长8%至13%；NAND Flash第四季度各类产品合约 价将全面上涨，平均涨幅达5%至10%。 来源： 内容来自半导体芯闻综合 。 2025年10月23日，REDMI召开新品发布会，正式发布了REDMI K90系列手机，K90起售价2599 元、K90 Pro Max起售价3999元。不过有网友质疑，REDMI K90系列手机的价格太高，似乎缺少 诚意。 对此，10月24日，小米创办人，董事长兼CEO雷军在社交媒体平台发文称，"最近内存涨价实在太 多，希望大家能理解我们这份诚意。" 小米总裁卢伟冰在微博上也指出："成本压力已经转移到我们新产品的定价上。记忆体晶片成本的 上涨远超预期，且 ...

Market Performance - The Hong Kong stock market saw all three major indices rise, with the Hang Seng Index up 0.74% to close at 26,160.15 points, the Hang Seng Tech Index rising 1.82% to 6,059.89 points, and the National Enterprises Index increasing by 0.68% [1] - The total trading volume for the day reached 226.614 billion HKD [1] Sector Highlights - The semiconductor sector performed exceptionally well, with Hua Hong Semiconductor soaring nearly 14% to 82.4 HKD per share, and SMIC rising by 8% [1] - Research indicates that strong AI demand is expected to drive continued growth in the storage market, with price increases for storage products likely to persist until Q4 2025 due to limited capacity from major overseas suppliers [1] Capital Flows - Southbound funds continued to show a net inflow, with a net purchase of 3.414 billion HKD for the day [1] - The top three net purchases were Meituan-W (655 million HKD), SMIC (602 million HKD), and CNOOC (571 million HKD), while Pop Mart, CSPC Pharmaceutical, and UBTECH faced net sell-offs of 629 million HKD, 247 million HKD, and 211 million HKD respectively [1][2] Future Outlook - Institutions remain optimistic about the Hong Kong stock market, with expectations of a significant style shift in Q4, favoring low-position growth sectors like Hang Seng Tech [3] - CITIC Securities believes that the potential restart of the Federal Reserve's rate cut cycle will benefit the Hong Kong market, particularly the tech sector within the AI industry chain [3] - Huatai Securities notes that the market's central tendency remains unchanged, supported by ample liquidity, stable domestic policies, and positive trends in AI, new consumption, and pharmaceuticals [3]

Core Viewpoint - Recent criticism from major media outlets highlights safety concerns regarding Xiaomi's automotive products, emphasizing the potential risks associated with the company's marketing strategies and product performance [1][2][3] Group 1: Media Criticism - On October 16, Shanghai's "First Financial" criticized Xiaomi for potentially compromising the safety of young consumers with their vehicles [1] - The "Economic Observer" article identified three main issues with Xiaomi: the risk of their business model, an emphasis on aesthetics over substance, and problems within their ecosystem [1] - Zhejiang Daily's "潮新闻" pointed out a fatal accident involving a Xiaomi vehicle, raising concerns about the company's lack of public response to safety issues [1] Group 2: Marketing Practices - Xiaomi has been criticized for its marketing tactics, which prominently feature product benefits in large fonts while downplaying limitations in smaller print, leading to inflated consumer expectations [2] - The company has faced scrutiny following several accidents involving its vehicles, including a tragic incident in March 2025 where a Xiaomi SU7 caught fire after a collision, resulting in fatalities [2] Group 3: Public Perception - Xiaomi's CEO Lei Jun has experienced a significant decline in public support, with a reported loss of 554,000 followers in the past month, indicating a backlash against the company's handling of safety concerns [3]

10月23日，REDMI K90/Pro Max手机发布。 显示方面，REDMI K90标准版采用6.59英寸OLED屏幕，分辨率2510 × 1156、拥有419PPI； Pro Max版屏幕大小则为6.9英寸，分辨率2608 × 1200、支持1nit低亮显示、峰值激发亮度 3500nit。 REDMI K90全系列均采用M10发光材料、小米17 Pro Max同款超级像素全RGB排列、最高 120Hz刷新率。 REDMI K90 12GB+256GB版本2599元 16GB+256GB版本2899元 12GB+512GB版本3199元 图片来源：小米 性能方面，REDMI K90标准版搭载骁龙8至尊版处理器；Pro Max版搭载第五代骁龙8至尊处理 器、D2独显芯片，存储组合为LPDDR5X+UFS 4.1。 影像方面，REDMI K90标准版搭载50MP高动态主摄+50MP黄金长焦（K标准版首次搭载2.5X长 焦镜头）+8MP超广角，支持无损五焦段； Pro Max版搭载50Mp 1/1.31"超大底主摄（光影猎人950，小米17同款）+50Mp超广角+50Mp 5X潜望长焦，是REDMI首款支持5X ...

Core Points - Redmi launched the K90 series, highlighting the specifications and pricing of the K90 standard version [1] - The K90 standard version features a 6.59-inch 120Hz OLED display, Snapdragon 8 Elite processor, and a 7100mAh battery [1] - The pricing strategy was influenced by upstream cost pressures, leading to a price adjustment for the 12GB+512GB version [2] Group 1: Product Specifications - The K90 standard version has a resolution of 2510*1156 and supports DC dimming and circular polarization [1] - It includes a triple-camera setup with a 50MP main camera featuring OIS, a 50MP telephoto lens, and an 8MP ultra-wide camera [1] - The device is equipped with a 100W wired charging capability and IP68/IP69 ratings for water and dust resistance [1] Group 2: Pricing and Market Response - The initial price for the K90 standard version was set at 3199 yuan, which has been reduced to 2899 yuan for the 12GB+512GB variant [2] - The decision to lower the price was made in response to consumer feedback regarding the pricing of different versions [2] - Company executives acknowledged the gap between consumer expectations and reality, emphasizing the importance of aligning with user demand [2]

（图片来源：摄图网） 过去只有中国工程师拆Model S，如今风水轮流转，美国新势力也开始向中国电车"取经"。 据《商业内幕》报道，近日，美国造车新势力Rivian的CEO斯卡林奇(RJ Scaringe)把一台小米SU7拆了 个"底朝天"。这桩大洋彼岸的"反向拆解"迅速在硅谷和深圳两地同时登上科技头条。 斯卡林奇在拆解后坦言，这是一套执行得很到位、垂直整合程度很高的技术平台，确实做得不错。如果自己 住在中国，小米SU7会是他考虑买的车之一，但前提是Rivian不在中国开卖。 但他也直言，拆解没带来惊喜，"我们能看出他们的成本结构，拆解没有带来什么新的发现。" 他把这种差 距归因于宏观条件，例如更低的人工成本和政府的大力支持。"把资本成本降到接近零甚至为负，再加上非 常低的劳动力成本—— 把这些数字放到表格里就能算清楚他们是怎么做到的。" 中国已构建起全球最大、最完整的汽车产业链。特别是在新能源汽车领域，从电池、电机到电控系统，已形 成强大的配套能力。数据显示，中国汽车零部件企业超过10万家，实现了1500种部品的覆盖，形成从上游原 材料到下游出行服务的全产业链闭环。这种体系化优势在成本端体现得尤为明显。正如 ...

小米集团总裁卢伟冰进一步解释称，来自上游供应链的成本压力已经真实传导到新品定价上。他在社交媒体发文指出："我们看到了大家对K90标准版定价 的评论"，并坦言"存储成本上涨远高于预期，且会持续加剧"。尽管面临成本压力，小米仍然决定对用户需求量最大的12GB+512GB版本进行价格调整，显 示出对用户诉求的重视。 图片来源微博@卢伟冰 据数码博主"数码闲聊站"透露："内存涨价比大家想象的要严重，从供应链逐步传递消费端，未来会看到大存储的产品越来越贵。"这一趋势已从DDR4、 LPDDR4X延伸至DDR5、LPDDR5X和NAND Flash等多个存储品类，给智能等行业带来显著成本压力。 10月24日消息，小米集团宣布调整Redmi K90标准版12+512GB版本售价，在首销月内直降300元，现售价2899元。这一价格调整引发业界广泛关注，小米 CEO雷军对此表示："最近内存涨价实在太多，希望大家能理解我们这份诚意。" 图片来源微博@雷军 图片来源@REDMI红米手机官方微博 小米集团最新财报数据也印证了这一趋势。今年8月公布的第二季度财报显示，小米智能手机毛利率由去年同期的12.1%下降至11.5%。在财报电话 ...

Core Viewpoint - Xiaomi's air conditioning products have faced criticism on social media regarding their marketing language, particularly the term "giant energy-saving," which was interpreted as misleading by consumers [1][5][7]. Group 1: Marketing and Consumer Perception - The term "giant energy-saving" used by Xiaomi is seen as a product name rather than a description of energy efficiency, similar to other brands like Midea and TCL, which use terms like "cool energy-saving" and "true energy-saving" [3][5]. - Xiaomi has a history of being criticized for its marketing language, with previous instances involving terms like "king of backlight" and "super strong steel," leading to accusations of "small字营销" (small字 marketing) [7][8]. - The backlash against Xiaomi's marketing may stem from the emotional weight of the word "giant," which consumers have misinterpreted in the current context [5][7]. Group 2: Competitive Landscape - Xiaomi has rapidly gained market share in the air conditioning sector, with its online sales ranking third in September, behind Midea and Gree, and surpassing Haier [9]. - The air conditioning market is experiencing intense competition, characterized by price wars, with a significant increase in sales volume for products priced below 2200 yuan, which rose by 6.3 percentage points to 35.2% in 2024 [9]. - Gree's management has publicly questioned Xiaomi's technology and pricing strategies, indicating a growing rivalry between the two companies [8][9]. Group 3: Financial Performance - Xiaomi's IoT and consumer products have seen a substantial increase in gross margin, rising from 0.4% in 2015 to 20.26% in 2024, reflecting a nearly 50-fold increase over nine years [7]. - Despite the growth, Xiaomi faces challenges, including a high complaint rate in the home appliance sector, with 46.63% of complaints in the third quarter attributed to Xiaomi [7].

10月23日，REDMI正式发布年度旗舰——REDMI K90系列，包括REDMI K90 Pro Max和REDMI K90两款机型。K90系列搭载小米旗舰同款 "超级像素"技 术，实现像素排列从"有损"到"无损"的跨越，同时还有小米青山护眼3.0 加持，兼顾全天候的舒适用眼，并获得了视觉健康友好度S++认证。此前 REDMI 官 宣与全球音频领域专家 Bose 达成深度合作，Redmi K90 系列作为双方合作首秀，将为用户提供突破性的高端移动声学体验。 两款新品中，REDMI K90 Pro Max集尖端科技于一身，搭载第五代骁龙8至尊版与AI独显芯片D2构成"最强性能双芯"，搭配 REDMI史上最强6700mm²3D冰 封循环冷泵，确保极致性能持续冷静释放。 K90 Pro Max升级全焦段满配影像系统，1/1.31英寸光影猎人950 超大底主摄，具备13.5EV超高动态范围，还首次搭载5X光学潜望长焦，支持10倍无损变焦 和20倍以上AI超级变焦，极大拓展了创作空间。内置7560mAh 超大容量小米金沙江电池，支持100W有线秒充、50W无线秒充，并兼容100W PPS协议，充 电体验全面且灵活。采 ...

Core Points - The Redmi K90 series was launched on October 23, 2025, with the 12GB+512GB version initially priced at 3199 yuan, which was later reduced by 300 yuan to 2899 yuan within 24 hours due to user feedback regarding pricing disparities [1][5] - Xiaomi's founder and CEO Lei Jun, along with President Lu Weibing, stated that the price adjustment was influenced by the global increase in memory costs and was intended as a gesture of goodwill towards users [1][3] Pricing Details - The Redmi K90's 12GB+256GB version was priced at 2599 yuan, while the 12GB+512GB version was set at 3199 yuan, leading to a 600 yuan price difference for an additional 256GB of memory, which sparked widespread discussion among consumers [5]