Core Viewpoint - The article discusses the anticipated release of Apple's foldable iPhone, tentatively named iPhone Ultra, highlighting its unique features and the challenges Apple faces in entering the foldable smartphone market [6][19]. Group 1: Product Features - The foldable iPhone is expected to have a wide internal screen, approximately 7.8 inches, and an external screen around 5.5 inches, with a 1.4:1 aspect ratio [9]. - The device will incorporate a sidebar for app management and will support split-screen functionality, although it will not run iPadOS [15][16]. - The foldable iPhone will feature a thinner design, with a thickness of about 4.5mm, and will replace Face ID with Touch ID integrated into the side power button [29][30]. - The device will have a single punch-hole camera design instead of the previous Face ID setup, maintaining the functionality of the Dynamic Island feature [31][32]. Group 2: Technical Innovations - Apple has partnered with Samsung to develop a new In-cell touch technology to reduce screen thickness and address the issue of visible creases on foldable screens [22][24]. - The focus on durability and visual quality is paramount for Apple, as they aim to eliminate the crease issue that has plagued other foldable devices [21][25]. Group 3: Market Position and Pricing - The foldable iPhone is projected to have a BOM cost of around $800, significantly higher than traditional models, leading to a retail price of approximately $2000 [41][42]. - The introduction of this high-priced device comes at a time when Apple is under pressure to find new growth avenues, especially as other models like the iPhone Air have not performed well [44][46]. - The article raises concerns about whether Apple can successfully enter a market that has already seen significant advancements and competition in foldable technology [50][51].

2026 年 03 月 11 日 行业点评 看好/维持 电子 电子 iPhone 业务增长强劲，AI 端侧加速创新 ◼ 走势比较 (30%) (14%) 2% 18% 34% 50% 25/3/11 25/5/22 25/8/2 25/10/13 25/12/24 26/3/6 电子 沪深300 ◼ 子行业评级 相关研究报告 <<全志科技 2025 业绩预告点评：业 绩同比预计高增，下游市场需求向 好>>--2026-01-24 <<台积电业绩亮眼，AI 需求真实不 虚>>--2026-01-20 <<对日二氯二氢硅反倾销立案调查， 国产替代进入关键窗口期>>--2026- 01-09 证券分析师：张世杰 E-MAIL：zhangsj@tpyzq.com 分析师登记编号：S1190523020001 证券分析师：罗平 E-MAIL：luoping@tpyzq.com 分析师登记编号：S1190524030001 报告摘要 事件：苹果发布 26FQ1 财报，26FQ1 公司实现营收 1427.56 亿美元，同比 增长 15.6%；实现净利润 420.97 亿美元，同比增长 15.9%。 iPhone业务需求强劲 ...

The budget laptop isn't just for students. CNET’s Bridget Carey unboxes her blush pink MacBook Neo on launch day and explains why it could disrupt the PC market. With Apple’s social media energy, are we seeing a new era of cool? 00:00 - Introduction to the MacBook Neo 01:03 - Impact on the Laptop Market 01:34 - Customer Experience and Use Cases 02:23 - Technical Specifications 03:24 - Performance and Demographic Targeting 03:57 - Competing with Windows and Chrome OS 05:15 - Marketing and Aesthetics 05:51 - ...

Group 1 - The company will reduce its commission from app developers for transactions in the China App Store from 30% to 25% [1]

Market Overview - The U.S. stock market is experiencing heightened anxiety due to surging energy prices and escalating geopolitical conflicts, particularly in the Middle East [1] - Major indexes have tumbled to their lowest levels of the year, with the Dow Jones Industrial Average closing below 47,000 for the first time in 2026 after a drop of nearly 740 points [2] Index Performance - The S&P 500 fell to 6,655 points, marking a 0.26% decline and a monthly loss of approximately 2.75%, trading over 10% below its January all-time high of 7,002.58 [3] Energy Prices Impact - A significant spike in global energy costs is a primary catalyst for market volatility, with WTI crude oil surpassing $91 per barrel and Brent crude nearing $100, driven by threats from Iran regarding the Strait of Hormuz [4] Economic Data and Expectations - Investors are focused on the upcoming January Personal Consumption Expenditures (PCE) Price Index, expected to show a 0.3% month-over-month increase and a 2.9% year-over-year increase, with core PCE projected to rise by 0.4% monthly [5] - Additional reports on fourth-quarter U.S. GDP growth and March Consumer Confidence are anticipated to provide insights into consumer resilience amid high interest rates and rising gas prices [6] Corporate News and Tech Sector - Major tech companies, including Apple and Tesla, have seen declines in their stock prices due to concerns over rising energy costs affecting discretionary spending [7] - Alphabet experienced a 2.9% drop amid fears that a slowing economy will lead to reduced advertising budgets, while Nvidia, Microsoft, and Amazon are facing pressure as investors retreat from capital-intensive tech stocks [8] - Micron and Western Digital have shown resilience in the semiconductor space, supported by steady demand for memory chips, while broader sectors like Communication Services and Consumer Discretionary are underperforming [9][10]

以下文章来源于华尔街见闻Max ，作者杨宸 华尔街见闻Max . 华尔街见闻姊妹号，直击全球市场风暴，助力投资者决策。 伊朗战争的爆发打破了美国散户投资者持续逾一年的"逢跌必买"惯性。摩根大通最新零售雷达报告显示， 散户群体正出现"持续性疲软迹象" ，这是自该行追踪 以来极为罕见的信号。 与去年4月"对等关税"冲击后散户创纪录抄底的反应截然不同，本次地缘冲突爆发后， 散户周购买规模骤降约30% 。与此同时，散户ETF周度净流入减少 22%，终结了此前长达三个月的稳定买入势头。 摩根大通认为，此轮缺乏集中性抛售清仓的市场走势（不同于2025年4月标普500在数日内急跌进入调整区间的行情）或令散户普遍保持观望。 值得注意的是，尽管整体买入力度明显收缩， 散户对AI及科技方向的偏好依然显著 。本周散户继续增持英伟达、微软等科技巨头，同时大幅减持能源股，显 示出清晰的板块轮动逻辑。 买入冲动骤冷：散户整体流量跌破年均水平 根据摩根大通报告，3月5日至11日当周，散户总流入规模降至67亿美元，低于过去12个月周均71亿美元的水平。 散户持续偏好ETF（净流入63亿美元），对个股的兴趣则大幅萎缩，单股净流入仅4亿美元。 ...

大事观察 微信推出三大新功能，通话体验全面升级 3月13日，微信迎来更新，通话功能新增三项能力。来电界面新增忽略按钮，点击后弹窗隐藏且不向对方发送拒绝提示；语音转文字支持18种语言同声 传译；视频通话新增屏幕锁定功能，防止误触挂断。功能正逐步推送，用户更新至最新版可体验，部分功能需等待。 雷军宣布新一代小米SU7将于本月发布，已全面进入备产阶段。小米汽车为多项SU7相关作品登记著作权，靛石绿配色登上热搜。Stellantis考虑与小 米、小鹏交易以重振欧洲业务，小米汽车受到海外车企关注。 茅台敲定非标品代销新政，渠道收获月结佣金 近日，茅台各省区经销商联谊会召开会议，明确陈年茅台15年、精品茅台、生肖茅台及公斤茅台等非标茅台全面实行代销制。按部署，上述产品需通过 i茅台按官方统一价格对外销售，渠道可提取5%销售佣金，佣金按月结算。 苹果宣布降低中国App Store佣金率 苹果发布通知：自2026年3月15日起，适用于中国内地（大陆） App Store的iOS及 iPadOS 佣金率将进行调整。Apple App内购买及付费App的标准佣 金率将由目前的30%改为25%。 小马智行接入腾讯出行服务小程序 小 ...

什么是"苹果税"？ 苹果公司就提供苹果应用商店和应用内支付服务而向应用开发者收取的佣金，俗称"苹果 税"。 消费者购买付费应用，苹果要抽成；消费者在免费应用中充值或购买虚拟数字商品和服务 等，苹果也要抽成。以直播平台打赏为例，消费者用安卓手机充值 10 元得 100 个钻石， 而用苹果手机充值 10 元只得到 70 个钻石。 "苹果税"在中国降了！ 3 月 13 日，苹果公司发布重磅公告：自 2026 年 3 月 15 日起，对中国内地 App Store 的 iOS 及 iPadOS 佣金率进行调整 —— 标准佣金率将由目前的 30% 改为 25% ；小型 开发者、小程序及自动续费订阅等三种情形的佣金费率由目前的 15% 改为 12% 。 苹果公司在官方声明中透露了一个关键信息："根据与中国监管部门的沟通"做出调整。这 一调整无需开发者提前签署新条款， 3 月 15 日起自动适用。 消息一出，迅速登上热搜。 这种"双标"定价，让不少苹果用户直呼"肉疼"。有网友吐槽："同样是充会员，安卓用户一 年省下一杯奶茶钱，苹果用户却要为'苹果税'买单。" 据中央广播电视总台经济之声《天下财经》此前报道，在全球数字经济的 ...

Apple cuts App Store fees in China to 25% amid antitrust pressure# Apple cuts App Store fees in China to 25% amid antitrust pressureAsia PacificAuthorDiya PoddarMar 13, 2026, 07:05 AM- Developers could save $873 million annually from Apple fee cuts.- Small business and mini app developers will pay 12% instead of 15%.- Apple cuts App Store commissions in China to 25% from 30%.Apple Inc. said on Thursday it will lower the commission fees it collects from developers on its App Store in mainland China, marking ...

Apple Inc. (NASDAQ:AAPL) is one of the 11 Best Large-Cap Tech Stocks to Invest In.  On March 5, TheFly reported that Barton Crockett of Rosenblatt Securities increased the price target on Apple Inc. (NASDAQ:AAPL) from $267 to $268, maintaining the Neutral rating on the iPhone maker. Rosenblatt Lifts PT on Apple, Maintains Netural Rating ymgerman / Shutterstock.com Crockett remains positive on Apple following the company’s recent event, in which it launched its Chromebook-style MacBook Neo, tapping into ...