苹果折叠机叫iPhone Ultra？ 凤凰网科技讯 北京时间10月9日，据美国科技网站9to5mac报道，今年的iPhone 17系列手机迎来重大变 化，不仅推出了全新的iPhone Air机型，更打造了差异化更显著的Pro系列。但这只是开始，据传明年苹 果将推出首款折叠屏iPhone，它可能会成为首款"iPhone Ultra"机型。 9to5mac列出了苹果会将首款折叠屏手机命名为"iPhone Ultra"的三大原因： 1.尺寸更大 对于苹果来说，为折叠屏iPhone命名面临的一个挑战是，其屏幕将比iPhone 18 Pro Max更大，因 此"Max"不再是"最大"。 当然，苹果的命名规则并非总是合乎逻辑。例如，理论上iPad Air应比iPad Pro更轻更薄，但实际上并非 如此。 iPhone 17 Pro Max 不过，大多数情况下，苹果产品的命名还是比较有逻辑的。从现有苹果产品来看，"Max"被"Ultra"取代 的例子已经存在。苹果的M系列芯片就遵循这种命名方式：M3 Ultra性能优于M3 Max，而M3 Max又优 于M3 Pro，依此类推。 如果苹果想表明有一款iPhone比长期以来 ...

2025.10.09 本文字数：1203，阅读时长大约2分钟 作者 |第一财经 陈玺宇 围绕人工智能的资本热潮存在泡沫吗？ 国际货币基金组织（IMF）与英国央行（Bank of England）几乎同时向全球投资者发出罕见警示：人工 智能（AI）带来的资本热潮正推动科技股估值快速攀升，市场情绪高涨，但脆弱性和风险也在累积。 两家机构均认为，美股的估值水平和结构性集中度正接近历史高位，一旦预期逆转，可能引发剧烈调 整。 过去一年，美股上涨主要由AI概念推动。英伟达的股价在过去半年近乎翻番，微软、亚马逊和谷歌母 公司市值屡创新高，纳指屡创历史新高。 彭博数据显示，标普500的前瞻市盈率（Forward PE Ratio）约为22至23倍，高于长期平均水平约17倍。 分析人士称，与互联网泡沫时期类似，市场再次被一种"生产力革命"叙事所支配。 然而，部分经济学家提醒，这种叙事并非没有风险。牛津经济研究院（Oxford Economics）首席经济学 家亚当·斯莱特（Adam Slater）表示，AI主题具备典型泡沫迹象，"包括科技股价格的快速上涨、科技股 目前占标普500指数权重的约40%、市场估值看似已超出其真实价 ...

Join our daily newsletter At The Bell to receive exclusive market insightsASX today – With gold pushing past $4,000 and Wall Street restarting its October rally – just like I suggested it would only yesterday – it looks like we’ll be reporting on some all-time intraday and closing highs Down Under before long.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.Beyond gold’s highs and silver catching a high n ...

Apple users are being warned “iPhones can fall prey to targeted cyberattacks.” Yes, it is “one of the most secure consumer ecosystems in the world,” but “secure doesn’t mean immune,” and even iPhones “can fall prey to targeted cyberattacks.” https://t.co/AyBLQpcjgK ...

In this article, we will take a detailed look at the 10 Stocks Everyone’s Talking About As AI Investments Continue.Are we in an AI bubble or not? That’s the question currently taking over Wall Street as analysts weigh the latest deals led by OpenAI and Nvidia and try to make sense of the numbers. Ohsung Kwon from Wells Fargo Securities said in a latest program on CNBC that he does not think we are currently in an AI bubble, and believes that third-quarter earnings could be better than many expect. Here is w ...

The U.S. stock market demonstrated robust performance in afternoon trading on Wednesday, October 8, 2025, with major indexes rebounding from earlier losses. Investors largely shrugged off concerns surrounding an ongoing U.S. government shutdown, instead focusing on corporate developments and anticipating key insights from the Federal Reserve. The tech-heavy Nasdaq Composite and the benchmark S&P 500 both achieved new all-time highs, underscoring a prevailing bullish sentiment driven by momentum in artificia ...

Product Features & Technology - iPhone Air is the thinnest iPhone ever at 5.6 mm [1] - New iPhone lineup features Apple's A19 Pro chip, the company's most advanced chip [2] - A19 Pro includes neural accelerators inside the six GPU cores to enhance on-device AI capabilities [3] - New Apple designed modem C1X and Apple's first wireless chip in iPhone N1 are included in the Air [5] AI Strategy & Market Pressure - Wall Street is putting pressure on Apple regarding its AI strategy [4] - Apple aims to make iPhone the best platform for developers to run their AI applications [4] - Apple is integrating neural processing to achieve MacBook Pro class performance within an iPhone [3]

In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating Apple (NASDAQ:AAPL) against its key competitors in the Technology Hardware, Storage & Peripherals industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's perform ...

①、证监会召开"十五五"资本市场规划上市公司和行业机构座谈会。以科创板、创业板"两创板"改革为抓手，进一步深化投融资综合改革，全面推进实施新 一轮资本市场改革开放，不断提升市场的吸引力、包容性和竞争力。 点评：属于利好消息！ 座谈会强调深化投融资改革，以科创板、创业板为抓手提升市场吸引力，政策持续巩固市场回稳势头，倡导长期投资理念，有助于增强市场信心和流动性。 政策落地后市场信心增强，A股企稳回升，科技板块成主线 ②、美国宣布对进口建材、橱柜、浴室用品、梳妆台以及软垫家具征收新的关税。 点评：属于利空消息。 关税直接削弱出口产品的价格竞争力，美国是家具和建材的重要市场，订单可能转移至东南亚等地。，30%-50%的高关税将导致相关企业出口业务受冲击， 尤其对美依赖度高的公司。 ⑤、据报道，美国知名投资人巴菲特旗下的伯克希尔-哈撒韦公司正在耗资100亿美元，收购西方石油公司旗下的一家子公司。 点评：属于利好消息。 巴菲特投资被视为行业信心信号，可能提振全球能源板块估值。优质资产收购凸显传统能源价值。 ⑥、苹果公司已暂停对Vision Pro头显的升级计划，转而专注于开发能与Meta平台公司产品相抗衡的智能眼镜。苹 ...

2025年下半年，消费电子领域掀起一阵并购热潮，其中歌尔股份的系列收购动作尤为引人注目。 7月，歌尔宣布计划收购米亚精密与昌宏实业；8月，又借款收购英国厂商Plessey；9月，子公司歌尔光学拟通过增资扩股，收购上海奥莱光学100%股权。 三次动作总斥资超100亿元。 这一系列动作，不仅是歌尔股份成立以来最大规模并购，更将公司"大客户战略"推向新高度，被视为其深化垂直整合、提升精密结构件领域综合竞争力的 关键布局。 作为"果链"巨头之一，歌尔股份曾以900亿估值登上《2024胡润中国500强》第116位，其创始人姜滨更曾问鼎山东首富。 什么样的公司，值得歌尔股份这么大手笔？收购完成后，又能否改变公司未来的发展方向？ 百亿收购 加码苹果链与META 先看歌尔股份对米亚精密、昌宏实业的收购。 米亚精密是苹果智能手机及平板电脑产业链的重要厂商，昌宏实业则专注于精密金属结构件制造，是苹果手表金属中框、电脑结构件的重要供应商之一。 此次收购创造了两个"首次"。一方面，这是歌尔股份历史上规模最大的收购，斥资约104亿港币，折合95亿人民币完成交易；另一方面，这也是公司首次 收购精密结构件业务。 从业务层面分析，收购这两家 ...