先看数据：2025年第二季度，印度产智能手机占美国进口总量的44%，直接把中国甩在身后，成了美国 最大的智能手机供应国。更狠的是，苹果计划到2026年底，让美国市场的iPhone 18系列"接近完全依赖 印度制造"。翻译成人话就是：以后美国人从苹果店里买到的新机，十有八九是"印度制造"的标签。这 操作，连好莱坞编剧都不敢这么编——让印度工厂给美国精英造手机，让中国工厂给全球打工？库克这 老狐狸，到底在打什么算盘？ 一、苹果疯了？不，是库克在"豪赌"产业链安全 很多人觉得苹果疯了：印度工厂的品控、效率、供应链配套，能跟中国比吗？要知道，中国工厂能做 到"螺丝歪0.1毫米都要返工"，印度工厂连基本的良品率都曾被曝只有70%（中国普遍95%以上）。但库 克不是傻子，他敢把"美国特供版"iPhone交给印度，根本不是为了省钱，而是在下一盘更大的棋——供 应链安全。 这些年，美国对中国科技企业的打压越来越狠，从芯片到软件层层卡脖子。苹果虽然嘴上不说，但身体 很诚实：把鸡蛋放在一个篮子里太危险了！万一哪天中美贸易战升级，中国工厂的iPhone运不出去，美 国市场就得断供。而印度呢？既能讨好美国政府的"制造业回流"政策（虽 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 三星智能手机出口在2025年上半年同比小幅增长1%。其超过60%的出口直接销往奥地利、德国、法 国和西班牙等西欧市场，而同期对美国的出口同比飙升268%。从出口机型结构来看，Galaxy A系列 占智能手机出口总量的四分之三，彰显了该品牌对中端市场的持续关注。 摩托罗拉则以7倍的同比增长成为出口增速最快的品牌，出货量突破100万部，其中95%销往美国。 根据 Counterpoint的全球手机型号月度销量追踪报告 ，2025年上半年，摩托罗拉在美国的销量同比 增长10%，抓住了HMD等竞争对手缺乏新品迭代以及部分小型厂商缩减在美业务的机会。相较于 2024年，摩托罗拉更早推出了2025年的G系列新品，抓住了报税季的需求。由此，摩托罗拉在2025 年上半年超越小米和vivo，跻身印度第三大智能手机出口商。 展望未 ...

泡泡玛特召开2025中期业绩发布会，王宁称感觉营收300亿很轻松 8月20日，泡泡玛特召开2025中期业绩发布会，创始人王宁在会上表示，集团取得了有史以来最好的业绩，预计全年营收不低 于300亿元，相比数据自己更关注集团增长的健康度，更关注大数据增长背后的小数字。8月19日，泡泡玛特发布2025年半年 报，财报显示，上半年泡泡玛特营收138.8亿元，同比增长204.4%，经调整净利润47.1亿元，同比增长362.8%。 泡泡玛特创始人、CEO王宁表示，今年希望营收能够做到200亿，"但是感觉今年应该300亿也很轻松。"（中新经纬） 泡泡玛特召开2025中期业绩发布会，王宁称感觉营收300亿很轻松。 整理 ｜秋夏 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 中汽协：特斯拉和广汽丰田销量同比不同程度下降 货车司机收入位居新就业群体首位，净收入过万元 港交所：8月25日上午9时起，取消中国恒大上市地位 LV客服回应口红卖1200元：成分制作相对高端 北京推出共享充电宝公约：满5分钟才能收费 富士康又进入旺季招聘：近3月工资最高可达2.3万 随着苹果秋季发布会临近， ...

【导读】 美联储公布 7 月议息会议纪要，几乎全体决策者支持暂不降息 中国基金报记者 郭玟君 美国三大股指涨跌不一 标普 500 指数四连阴 美国三大股指收盘涨跌不一，道指涨 0.04% ，报 44938.31 点；标普 500 指数跌 0.24% ，报 6395.78 点，录得连续第四日下跌；纳指跌 0.67% ，报 21172.86 点。 旅行者集团涨 2.06% ，沃尔玛涨 1.27% ，卡特彼勒涨 1.06% ，领涨道指。 | 序号 代码 | | 名称 | 现价 | | 涨跌 涨跌幅▼ | 年初至今 时间 | | --- | --- | --- | --- | --- | --- | --- | | 1 | TRV | 旅行者集团(TRAVELERS) | 274.415 | 5.545 | 2.06% | 14.86% 16:00 | | 2 | WMT | 沃尔玛(WALMART) | 102.580 | 1.290 | 1.27% | 14.12% 16:00 | | 3 | CAT | 卡特彼勒(CATERPILLAR) | 420.510 | 4.420 | 1.06% | 17.33% 1 ...

Core Viewpoint - The consumer electronics sector in A-shares is experiencing a strong performance, driven by the upcoming peak season and Apple's advancements in foldable phone technology [1][2][3] Group 1: Market Performance - As of August 20, several companies in the consumer electronics sector, including Zhihui Power and Huizhou Technology, saw significant stock price increases, with some hitting the daily limit [1] - The Consumer Electronics ETF rose by 2.57%, indicating positive market sentiment [1] - Companies in Apple's supply chain, such as Luxshare Precision and Industrial Fulian, reported strong performance in the first half of the year, contributing to the overall positive trend in the sector [3] Group 2: Employment Trends - Foxconn is ramping up hiring in Zhengzhou, with high wages offered for various positions, reflecting the demand for labor as the peak season approaches [2] - The recruitment strategy includes competitive salaries and bonuses, with potential earnings for workers reaching up to 23,000 yuan over three months [2] Group 3: Apple’s Product Developments - Apple has officially entered mass production of the iPhone 17, signaling the start of the traditional peak season for consumer electronics [2] - The anticipated launch of Apple's foldable phone in the second half of 2026 is expected to significantly increase the penetration rate of foldable phones from 1.6% in 2025 to over 3% by 2027 [1][5] Group 4: Industry Innovations - The introduction of foldable phones is seen as a key innovation in the consumer electronics market, with Apple expected to lead this trend [5][7] - The development of new materials and technologies for foldable devices, such as liquid metal and titanium alloy 3D printing, is anticipated to enhance manufacturing efficiency and cost control [6][7] - Companies like Linyi Intelligent Manufacturing are already producing components that meet the requirements for foldable devices, indicating a shift towards advanced materials in the industry [6]

当地时间周三，美股三大指数收盘涨跌不一，纳指跌 0.67%，标普 500 指数跌 0.24%，道指涨0.04%。 大型科技股普跌，英特尔领跌约 7%，谷歌、特斯拉、苹果、亚马逊跌超 1%，微软、英伟达、Meta、 AMD 小幅下跌。 纳斯达克中国金龙指数收涨 0.33%，热门中概股涨跌分化，万国数据涨 8%，老虎证券涨超 3%，搜狐、 网易、金山云涨超 1%，小鹏、理想跌超 1%，百度跌超2%，极氪、小马智行跌超 4%。 01 7月会议上仅两位官员支持降息 同日公布的美联储 7 月会议纪要显示，在上月决定维持基准利率不变的会议上，仅有两位官员(主张降 息)投下反对票，并未获得其他同僚的公开声援。 纪要写道："几乎所有与会者都认为，在本次会议上将联邦基金利率目标区间维持在4.25%-4.50%是合适 的。" 美联储副主席鲍曼与理事沃勒则主张立即降息25个基点，以防范劳动力市场进一步恶化。这是自1993年 以来，首次有多位美联储理事在利率决策上公开唱反调，关税问题正在央行内部撕开一道越来越深的裂 痕。 然而，会议结束后不到48小时，美国劳工部发布的7月非农就业数据似乎印证了鲍曼和沃勒的担忧：当 月新增就业岗位远低 ...

Masimo在周三向美国哥伦比亚特区联邦地区法院提交的起诉书中称，CBP在8月1日的一份内部咨询裁 定中越权行事，该裁定在没有通知或征求Masimo意见的情况下，推翻了其1月份的决定。Masimo依据 《行政程序法》以及《第五修正案》中的正当程序条款提出了诉讼请求。 Masimo周三还请求法院发布临时限制令和初步禁令，以阻止CBP 8月1日裁定的执行。该公司希望恢复1 月份的决定，该决定是在苹果和Masimo 双方均参与的程序中作出的，规定只有在血氧监测功能被禁用 的情况下，相关产品才可进口。(作者/箫雨) 然而，苹果在今年8月14日宣布，将通过软件更新为美国Apple Watch用户恢复血氧监测功能，方式是把 计算过程转移到与其配对的iPhone上，而不是在手表本身完成。 Masimo表示，这是他们首次得知CBP已在两周前通过一项单方面裁定悄然推翻了原先决定，而该机构 的政策通常要求此类裁定必须听取双方意见。 凤凰网科技讯 北京时间8月21日，据彭博社法律网站报道，健康科技公司Masimo起诉了美国海关与边 境保护局(CBP)，指控CBP非法允许苹果在Apple Watch上重新启用一项侵犯其专利的血氧监测 ...

Core Viewpoint - The article discusses the recent fluctuations in the U.S. stock market, particularly focusing on the performance of major indices and the implications of the Federal Reserve's monetary policy decisions [1][5][3]. Group 1: Stock Market Performance - On Wednesday, major U.S. stock indices closed mixed, with the Nasdaq down 0.67%, the S&P 500 down 0.24%, and the Dow Jones up 0.04% [1]. - Large tech stocks experienced declines, with Intel leading the drop at approximately 7%, while Google, Tesla, Apple, and Amazon fell over 1% [2]. - The S&P 500 index saw a significant sell-off, losing about $1 trillion in market capitalization within four days due to concerns over the Fed's hawkish stance and high valuations in tech stocks [5]. Group 2: Federal Reserve's Monetary Policy - The minutes from the Federal Reserve's July meeting revealed that only two officials supported a rate cut, indicating a consensus to maintain the federal funds rate target range at 4.25%-4.50% [3][4]. - The release of disappointing non-farm payroll data shortly after the meeting raised concerns about the labor market, with job additions far below expectations and an increase in the unemployment rate [4]. Group 3: Investor Sentiment - Investor opinions are divided regarding the recent market downturn, with some viewing it as a buying opportunity, while others believe that high valuations necessitate profit-taking [6][7][9]. - Analysts suggest that the downward potential for tech stocks may be limited due to global central banks easing policies, which could support global equity markets [8]. - However, concerns remain that any disappointing news could disrupt the fragile balance in the market, as current valuations have largely priced in optimistic future scenarios [10].

当地时间8月20日，美股科技股全线重挫，纳指一度大跌近2%，跌破21000点，为8月7日以来首次；芯片股集体跳水，费城半导体指数一度暴跌超3%，英 伟达一度大跌近4%；其他大型科技股亦全线下挫。另外，华尔街"恐慌指数"VIX一度飙升超10%。 截至收盘，道指涨16.04点，涨幅为0.04%，报44938.31点；纳指跌142.10点，跌幅为0.67%，报21172.86点；标普500指数跌15.59点，跌幅为0.24%，报 6395.78点。 大型科技股普跌，苹果跌1.54%，特斯拉跌2.68%，亚马逊跌1.97%，脸书跌1.24%，谷歌跌1.16%，英伟达跌1.54%，微软跌0.77%。 | H F | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 微软(MICROSOFT) US MSFT | 505.840 | -0.77% | | 谷歌(ALPHABET)-A | 199.230 | -1.16% | | US GOOGL | | | | 脸书(META PLATFC US META | 742.163 | -1.24% | | 英伟达(NVIDIA) US NVDA | 17 ...

Group 1 - A significant number of institutions have conducted research on over 30 companies in the Apple supply chain since the third quarter, indicating strong interest in these firms as Apple prepares for the iPhone 17's mass production [1][2] - Crystal Optoelectronics, an Apple supply chain company, has seen over 200 institutions conduct research, highlighting its successful collaboration with North American clients in optical components and modules [2] - Industrial Fulian, another key supplier for Apple, has been researched by more than 100 institutions, with expectations of steady growth in its structural components business and successful product iterations [2] Group 2 - The iPhone 17 has entered large-scale production, with Foxconn ramping up hiring at its Zhengzhou facility, indicating a strong demand for the new model [4] - Reports suggest that the iPhone 17 will feature enhanced AI capabilities and upgrades in components such as SoC chips, battery, and flexible printed circuits (FPC), which are expected to drive sales [4] - The market anticipates that Apple will launch its first foldable phone in the second half of 2026, potentially reaching sales of ten million units, which would increase demand for key components like ultra-thin flexible glass and hinges [4] Group 3 - Dongshan Precision, a supplier of circuit boards for the iPhone, is focused on achieving its operational profit goals this year, with its soft board business becoming a core support due to its positioning in consumer electronics and new energy vehicles [3] - Lens Technology, a significant supplier for the iPhone, has established a leading market position in ultra-thin glass and related components, with successful product development and capacity planning for upcoming foldable devices [5]