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机构:消费级3D打印或迎来行业突破
Zheng Quan Shi Bao· 2025-11-20 01:29
国金证券认为,3D打印行业消费级渗透正当时,新消费浪潮下大有可为。根据PrecedenceResearch数 据,全球3D打印市场规模在2024年达到246.1亿美元(约1700亿元人民币),2024—2034年CAGR有望 达到18.5%。其中参数适中、操作简便、价格亲民的消费级3D打印市场蓄势待发,根据创想三维招股 书,消费级3D打印2024年市场规模为41亿美元,CAGR达到28%。需求端,3D打印小单快返的生产特 点,契合新消费浪潮下对于个性化、差异化、限量款的消费需求,持续抬升行业天花板。供给端,伴随 龙头企业开发多喷头、自动调平等技术普惠长尾效应显现,开箱即用属性提高,消费级3D打印或迎来 行业突破。 近日,苹果公司在官方网页上正式披露,Apple Watch Series 11/Ultra 3的钛金属表壳全部采用全新3D打 印工艺制造。该3D打印技术采用"粘结喷射"方式,将100%再生钛金属粉末逐层堆叠成表壳雏形,再通 过热压和精细加工完成最终形态。除苹果公司外,无人机龙头大疆公司进军3D打印的消息,同样引起 市场关注。 ...
段永平Q3持仓:大幅增持伯克希尔,英伟达持仓砍掉38%,减持苹果、拼多多、谷歌,建仓阿斯麦
华尔街见闻· 2025-11-19 23:45
截至三季度末,H&H International Investment共持有11家公司股票,总市值约1044亿元人民币。苹果依然占据第一大重仓股地位,持仓市值88.69亿美元,占 比60.42%。伯克希尔·哈撒韦以26.1亿美元的持仓市值位列第二,占比17.78%。 | Stock | History | | Shares Held | Market Value | % of | Previous % of | Rank | Change in | 8 | 1/2 | Qtr 1st | Est. Avg | Qtr End | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Sector | or Principal | → | Portfolio | Portfolio | | Shares | Change | Ownership | Owned | Price | Price | Price 1D | | | | | Amt | | | | | | | ...
美国巨头垄断引发担忧,马克龙放话欧洲不能沦为“附庸”
Huan Qiu Shi Bao· 2025-11-19 22:51
Core Viewpoint - The "European Digital Sovereignty Summit" held in Berlin emphasized the need for Europe to achieve independence in key digital technologies like artificial intelligence, as leaders from France and Germany called for a "Europe First" policy to avoid becoming subservient to the US or China [1][2][4]. Group 1: European Leaders' Calls for Action - French President Macron and German Chancellor Merz urged for stronger autonomy in technology sectors, particularly in AI, to prevent the dominance of US and Chinese tech giants [4][5]. - Macron criticized the reliance on the "Seven Giants" of the tech industry, which include Google, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla, stating that it is unacceptable to depend on them for economic and democratic functions [2][5]. Group 2: Current Market Dynamics - A report indicated that US companies hold approximately 70% of the European cloud computing market, with European efforts to establish a "European Cloud" failing to make significant progress [5][6]. - The financial loss due to reliance on US tech giants is estimated to exceed €260 billion annually, highlighting the economic impact of this dependency [7]. Group 3: Political and Strategic Implications - The summit discussions included the need for a simplified and innovation-friendly regulatory framework for AI and the establishment of a sovereign European cloud computing center [4][6]. - Experts noted that the core issue of achieving digital sovereignty lies not in technical capabilities but in the political will to act decisively [7].
苹果公司揭晓2025年App Store Awards入围名单
Xin Lang Cai Jing· 2025-11-19 22:48
Core Insights - Apple has announced the nominees for the 2025 App Store Awards, highlighting innovative apps and games that reshape user experiences and set industry standards [1][5] Group 1: Annual App Nominees - Three nominated apps focus on practical functions and contextual experiences, providing efficient solutions for users [3] - The nominated apps include: - **潮汐**: A relaxation app designed to help users unwind in a fast-paced life [3] - **扫描全能王**: A portable scanning tool that allows quick document processing [3] - **CapWords**: Combines image recognition with language learning, enabling users to learn languages through everyday objects [3] Group 2: Annual Game Nominees - Three nominated games offer unique visual expressions and gameplay designs, creating immersive entertainment experiences [6] - The nominated games include: - **冒险者日记**: Features cute animal characters and alternative idle adventure gameplay for a fun exploration experience [6] - **无限暖暖**: Constructs a beautiful fantasy world for players to explore [6] - **无畏契约**: Combines stylish graphics with fast-paced shooting mechanics, catering to diverse entertainment needs [6] Group 3: Developer Recognition - Carson Oliver, Apple's global App Store head, praised the developers behind the nominated works for their pursuit of excellence and innovation [5] - Apple will announce the final award winners in the coming weeks, continuing to focus on developer innovation and promoting high-quality industry development [5]
Everyone's Bullish, Cash Is Gone—What Happens If The Fed Doesn't Cut?
Yahoo Finance· 2025-11-19 22:30
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Global fund managers are holding the lowest cash levels in nearly two decades while crowding into stocks and commodities, a positioning shift that Bank of America says could leave markets dangerously exposed if the Federal Reserve does not cut rates in December. That risk is suddenly gaining momentum as a run of hawkish Fed remarks has shifted market pricing for the next meeting. Traders now see a 51% cha ...
Apple Stock Has Made Investors Rich for 20 Years — What Happens Next?
Yahoo Finance· 2025-11-19 21:55
Over the last 20 years, Apple’s stock has grown by 15,308% according to FinanceCharts. It delivered an annualized return of 28.63%, as measured by compound annual growth rate (CAGR). Trending Now: Barbara Corcoran — This Is the Only Investment I’ll ‘Never Sell’ Discover More: 6 Subtly Genius Moves All Wealthy People Make With Their Money Apple has paid impressive returns by any standard. But can that last? Mature Company, Not a Startup Apple loves to market itself as a scrappy underdog serving up disrupt ...
10月国内手机市场:华为销量下跌19%,苹果销量大涨37%
Xin Lang Cai Jing· 2025-11-19 21:35
根据Counterpoint Research的调研数据,10月份国内智能手机市场,苹果iPhone实现了37%的销量增长, 最终推动市场总销量实现了8%的增长。不过华为在10月份的表现相当一般,销量相较于去年同期下跌 19%。 苹果iPhone的市场表现超越预期,其总销量超越了此前2021年10月份的峰值,市场份额占比达到25%, 也就是说国内市场每卖出4部手机,就有一部是iPhone。 iPhone 在中国智能手机销售中所占份额 小米的销量增长7%,以17%的市场份额排名第二。这主要得益于小米17系列提前发布。 OPPO的销量增长19%,这主要是凭借旗舰产品Find X9系列以及面向年轻用户的Reno14系列设备的成 功。 华为是前六品牌中销量同比下跌最多的,销量大跌19%,市场份额也从去年同期的17%来到了13%。 华为销量下跌的原因很简单,一方面是近期大家都在发布新机型,但华为并没有新机的发布,相当于产 品处于真空期。另一方面是鸿蒙生态转型正处于阵痛期,一些潜在消费人群,对于鸿蒙原生系统还处于 观望的状态。不过随着华为Mate 80系列的发布,华为在12月份的销量会实现强势反弹。 值得一提的是,分析称 ...
Trump Promises New Stimulus Checks — Could SPY, AAPL, NVDA And TSLA Be Big Winners Again?
Benzinga· 2025-11-19 20:31
Millions of Americans could be getting stimulus checks of $2,000 or more, according to President Donald Trump. While the new stimulus checks are not official, they could serve as relief for higher prices and macroeconomic uncertainty and also serve as future stock investments by some consumers.Here's a look back at how consumers who chose to invest their three stimulus checks from 2020 and 2021 into stocks previously did.Trump Promises Tariff Dividend ChecksThe future stimulus checks have been given many ti ...
Quality Stocks Trail Like It's 1999—Will The Snapback Be Just As Violent? - Apple (NASDAQ:AAPL), BYD (OTC:BYDDY)
Benzinga· 2025-11-19 20:09
The performance gap between high-quality U.S. equities and the broader market has widened, reaching levels last seen during the dot-com boom.The S&P 500 Quality Index (SPXQUP)—a benchmark that screens companies based on strong balance sheets, high return on equity, and stable earnings growth—has lagged the S&P 500 by more than 11% over the past six months.The last time this extreme divergence was seen was in April 1999. When it snapped back, it rallied to the other extreme, reaching a positive 20.6% by Dece ...