● 本报记者 张兴旺 Choice数据显示，三季度以来，机构密集调研水晶光电、工业富联、鹏鼎控股、环旭电子、蓝思科技、 大族激光、京东方、东山精密等30多家苹果产业链公司。 机构积极调研 国盛证券研报称，2025年，随着大客户新机的推出，手机中元器件数量增加，电池容量也不断扩大，手 机内部空间趋于紧张，因而对轻薄、体积小、导线线路密度高的FPC需求日益提升，AI功能的加入对于 软板设计难度大幅提升，预期平均售价上升，高端产能将会紧缺，龙头公司强者恒强。 Choice数据显示，三季度以来，水晶光电、工业富联、鹏鼎控股、环旭电子等10家苹果产业链公司均获 得50家以上机构调研。 水晶光电是苹果供应链公司。8月19日，中国银河证券、国泰海通证券、易方达基金等200多家机构调研 水晶光电。水晶光电表示，过去几年，公司与北美大客户的合作成效显著。在核心光学元器件及光学模 块领域，公司与北美大客户在各个方面均开展了全方位、结构化的合作。目前合作的项目众多，且极具 发展潜力。 8月19日，中国证券报记者从产业链人士处获悉，苹果iPhone 17已进入大规模量产阶段。记者注意到， 富士康作为苹果iPhone的主要代工生产商， ...

来源：滚动播报 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。塔吉 特股价跌超10%后跌幅收窄，此前该零售商报告销售额再度下滑。雅诗兰黛跌超3%，业绩指引不及预 期。台积电与美光走低，美国或考虑将"补贴换股权"计划扩围至其他芯片公司。 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: This undated photo released by Google shows a new smartphone loaded with an array of artificial intelligence features, including the Pixel 10 Pro. Credit: Google LLC via AP Google on Wednesday unveiled a new line-up of Pixel smartphones injected with another dose of artificial intelligence that's designed to do everything from f ...

Another stock that we've been talking a lot about on halftime on my show, Worldwide Exchange, is Apple and just how to view it. So Joe, you're looking at this. You've made some moves in your personal portfolio when it comes to Apple.Actually making a pretty big trend. >> Listen, one of the benefits of this show is we're actually active in the marketplace. We're not just talking about how we're feeling about markets.We're actually doing things. And if you disagree with what I'm uh what I'm saying, listen, yo ...

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%。 截至发稿，道琼斯指数跌0.11%，标普500指数跌0.55%，纳斯达克综合指数跌1.08%。 据券商中国，当前，华尔街的期权交易员对美股科技股暴跌的担忧日益加剧，正在大举抢购看跌期权对冲风险。 大型科技股普跌，截至发稿，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%。 | IF | 现价 | 涨跌幅▼ | | --- | --- | --- | | 微软(MICROSOFT) US MSFT | 505.840 | -0.77% | | 谷歌(ALPHABET)-A | | | | US GOOGL | 199.230 | -1.16% | | 脸书(META PLATFC | 742.163 | -1.24% | | US META | | | | 英伟达(NVIDIA) | 172. ...

Market Overview - On August 20, US tech stocks experienced a significant decline, with the Nasdaq Composite Index dropping nearly 2% and falling below 21,000 points for the first time since August 7 [1] - The Philadelphia Semiconductor Index plummeted over 3%, with Nvidia seeing a drop of nearly 4% [1] - The VIX, known as the "fear index," surged over 10% during this period [1] Major Tech Stocks Performance - Major tech stocks saw widespread losses, with Apple down 1.54%, Tesla down 2.68%, Amazon down 1.97%, Facebook down 1.24%, Google down 1.16%, Nvidia down 1.54%, and Microsoft down 0.77% [3][4] - The Philadelphia Semiconductor Index fell by 1.79%, with Intel dropping over 6% and Micron Technology down over 5% [4] Options Market Activity - Wall Street traders are increasingly purchasing put options to hedge against the risk of further declines in tech stocks, particularly those tracking the Nasdaq 100 Index [12] - The cost of hedging against significant declines is nearing a three-year high, indicating heightened concern among traders [12] Economic Indicators and Federal Reserve Outlook - The US dollar index weakened, reported at 98.173, down 0.11% [8][9] - Market expectations suggest that the Federal Reserve may lower interest rates by 25 basis points in September, with a 51.5% probability of another cut in October [16] - Concerns about the independence of the Federal Reserve and its ability to manage inflation effectively are rising, particularly in light of political pressures [19]

【导读】美股 科技股暴跌 中国基金报记者 泰勒 兄弟姐妹们啊，今晚美股不平静，纳指盘中一度暴跌近2%，一起看看发生了什么事情。 8月20日晚间，美股三大指数下跌，道指接近平盘，纳指一度跌约2%，随后跌幅收窄至1%左右，标普500指数跌0.7%。 在市场等待美联储即将发布的利率前景指引之际，科技股连续一周的抛售进一步加剧，投资者遭遇自今年4月以来最严重的亏 损。交易员纷纷抛售估值最高的科技巨头，令市场承压。 在市场仍处于高估值水平、而美联储可能无法兑现年初市场对宽松政策预期的背景下，这一担忧推动美股从历史高点持续回 落。自4月市场回调以来领涨的科技股，此次也成为抛售的重灾区。 所有大型科技公司股价普遍下跌， 投资者继续从多只大型科技股和半导体股中获利了结，引发市场对其高估值以及人工智能题 材长期表现的担忧。 其中英伟达、 超微半导体和博通跌幅均超过2%，英特尔下跌7%。 备受关注的芯片制造商指数（费城半导体指数）已连续两 天下挫，累计跌幅接近5%。 其他科技巨头——苹果、亚马逊、谷歌母公司Alphabet和Meta（Facebook母公司）也全部下 跌。 | 了 筛选 | | 最新价 = | 涨跌幅 ◆ □" ...

索通发展：披露半年报。公司2025年上半年实现营业收入8,306,421,528.09元，同比增长28.28%；归属 于上市公司股东的净利润523,092,440.06元，同比增长1,568.52%；基本每股收益1.05元。拟向全体股东 每10股派发现金股利2.1元（含税）。 ▼聚焦二：恒瑞医药：拟斥资10亿至20亿元回购股份 公司拟使用自有资金以集中竞价交易方式回购公司A股股份，本次回购的股份拟用于A股员工持股计 划；回购资金总额不低于人民币10亿元，不超过人民币20亿元；回购价格不超过人民币90.85元/股；回 购股份期限为自公司董事会审议通过回购方案之日起不超过12个月。 牧原股份（002714）和索通发展（603612）半年报净利增长逾10倍；恒瑞医药：拟斥资10亿至20亿元回 购股份；天味食品：筹划发行H股股票并在香港联交所上市；居然智家：选举王宁担任董事长…… 今日看点 ▼聚焦一：牧原股份和索通发展半年报净利增长逾10倍 牧原股份：披露半年报。公司2025年上半年实现营业收入764.63亿元，同比增长34.46%；实现归属于上 市公司股东的净利润105.3亿元，同比增长1169.77%；基本每股收 ...

Google expected to launch its newest Pixel product lineup just hours from now for a look at where AI fits into the smartphone picture. Let's get over to Steve Kovak. He's in Brooklyn at the site of today's made by Google event.Steve, hey there, David. Yeah, this is going to be the annual Pixel event for Google where they show off their new phone, their new earbuds, and their new smart watches. But also AI is going to be the real story here.The hardware is kind of uh we already know what to expect there. Goo ...

♪ Inspirational music playing ♪ Brett Harvey: I've been playing with cameras for 30 years. But I can't do that anymore. Because of my hands. Because of the tremors.And the first time I used Action mode was yesterday. Tap action. Tap record.[iPHONE STARTS RECORDING] It's the first time Dexter has ridden a bicycle. All I was thinking about was him riding the bike. I wasn't really thinking about what I was filming.Go on, my son. Go on. ♪ I've used cameras with stabilization, but it blows all of that out of the ...