Apple stock is finally rising again.Although most of the big-tech stocks faltered last week after the companies announced huge increases in artificial intelligence (AI) spending, Apple (AAPL +0.76%) is keeping its gains since its own phenomenal earnings report.After ignoring the company for much of 2025 due to its falling behind in AI, the market is finally embracing its other excellent qualities as well as expectations for improvements in AI this year.Here are three updates Apple just gave investors that y ...

目前天猫年货节针对iPhone 17系列的优惠并不多，只有iPhone 17系列领券立减300元、iPhone Air叠加惊 喜券、国补至高立减2500元，标准版iPhone 17并没有任何优惠。关键是这些优惠只截至2月11日24点， 超过截止日期后就不能使用优惠了，而且春节期间还不发货。 距离过年只剩不到一周了，大家都抢到了回家的车票了吗？除了抢票、候补外，果粉们最热衷的还是低 价入手Apple全家桶。近期就有网友对目前正品平台的优惠力度、春节是否打烊等方面进行了对比，结 果也有点出乎意料。先上结论：天猫年货节的活动只截止到2月11日，2月12日后直接打烊，想入手只能 等开工；京东不仅春节不打烊，而且优惠力度也远超天猫。 不仅如此，京东PLUS会员还能0元抽以旧换新权益可享。即日起至2月14日20点，只需来京东搜索「苹 果大额券」或进入PLUS频道参与活动，就有机会赢得Apple Watch，2月14日晚8点公布抽签开奖结果； 2月13日0点-2月16日20点，参与互动还能免费抽iPhone，2月16日晚8点公布开奖结果。限量10台，抢到 就是赚到。此外，2月12日开始打开京东APP搜索「京东苹果」或「苹果 ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . 而主要经营中国市场的vivo、Oppo、Xiaomi及Honor（荣耀），2026年除了面临存储器成本压 力外，还需应对Huawei（华为）的强势竞争。Huawei今年以推广鸿蒙平台(HarmonyOS)为首要 目标，终端定价策略相对弹性。目前预测来看，TrendForce集邦咨询认为Huawei或是众品牌中 产量修正幅度最小者，甚至有望逆势成长。 根据TrendForce集邦咨询最新智能手机研究，2026年全球手机生产表现受存储器价格高涨影响， 恐呈现10%的年衰退，总量约降至11.35亿支。然而，存储器涨势未歇，加剧终端售价与消费者期 望之间的差距，恐导致终端需求更加疲弱。因此，TrendForce集邦咨询进一步预测在悲观情境 (bear-case scenario)下，今年全球手机生产年减幅度将扩大至15%或更高；各品牌因产品结 构、区域布局不同，受冲击程度也将有所差异。 | 2025E | 2026 Forecast | | | | | --- | --- | --- | --- | --- | | | ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . 至于在电子纸领域，因Oxide背板能有效减缓电子纸的残影、输入延迟感，并延长续航时间，对推 广大型电子纸看板的应用至关重要，促使 夏普 K2工厂成为关键电子纸Oxide背板供应商。一旦其 停产，推测后续订单可望由积极布局Oxide产能的陆系面板厂接手，但短期仍可能对电子纸产品的 升级进度造成负面影响。 TrendForce集邦咨询表示，尽管 夏普 已做出宣告龟山K2停产宣告，但其能否在今年八月以前将 整座工厂的产能全部收敛，或是保留部分关键客户使用的产能，以维持运营弹性，后续仍待观 察。 （ 来源：TrendForce集邦咨询 ） TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 Sharp（夏普）于2月10日公告，将执行日本龟山K2工厂(Gen8 2160mmx2460mm)停产计划， 后续并将寻找买家接手。Trend ...

Core Insights - The upcoming Lunar New Year is driving consumer demand for Apple products, with JD.com enhancing its promotional offerings to attract customers [1][3] Group 1: Promotions and Discounts - JD.com is offering significant discounts on Apple products, including a 300 yuan reduction on the iPhone 17 Pro and up to 1100 yuan in trade-in subsidies [1] - Additional promotions include up to 2900 yuan off for iPhone Air through various coupons and trade-in offers, as well as an 85% discount on iCloud+ for customers [1] - A special "0 yuan trade-in" event for JD Plus users allows participants to potentially acquire an Apple Watch or new iPhone at no cost, with limited quantities available [3] Group 2: Competitive Advantage - JD.com’s coupon policies for iPhone products will remain valid until February 14, providing a longer decision-making window compared to Tmall, which ends its promotions on February 11 [5] - The company maintains its "Spring Festival does not close" policy, ensuring continuous customer service and logistics during the holiday period, which enhances user experience [5] - With exclusive benefits like the "0 yuan trade-in" and "hidden coupons," JD.com is positioned as the preferred platform for consumers looking to purchase Apple products during the festive season [5]

去年下半年以来，存储芯片进入史诗级涨价潮，消费级内存条一度跳涨6倍以上，荣膺当下最保值的理财产品。 人工智能基础设施需求爆发，三星、美光、SK海力士三大存储芯片厂的产能被迅速榨干。 SK海力士去年10月就表示，2026年DRAM、NAND Flash和HBM三大产品线产能被预订一空，三星和美光的HBM产能也全部售罄。 AI芯片所用的HBM内存利润率更高，自然在产能分配中优先级更高，导致消费级产品供应再度遭遇挤压，陆续向下游行业传导，存储芯片涨价的最大受 害者也浮出水面：低端手机。 以性价比著称的传音，中低端机型占出货量大头，也最早被涨价殃及。去年三季度，传音增收不增利，营收增长22.6%，净利润反倒大降11%，毛利率抹 去两个百分点。 单季度的业绩受当季新机型上市影响较大，但即便按照全年业绩指引看，传音2025年度营收利润双降，净利润直接腰斩，手机也从全球第四[3]掉进了 others[4]。 | 排名 | 3Q25 | 市场份额 | 4Q25 | 市场份额 | | --- | --- | --- | --- | --- | | 1 | 三星 | 19% | 苹果 | 25% | | 2 | 苹果 | 18% ...

Apple’s (AAPL) iPhone was the only smartphone to see growth in China sales in January, according to Counterpoint Research. Every major Chinese mobile maker, from Huawei Technologies to Xiaomi (XIACY), saw major declines in a market that was ...

智通财经获悉，根据Counterpoint Research的数据，苹果(AAPL.US)的iPhone是1月份唯一在中国市场实现销量增长的智能手机产品线。该机构称， 其他手机厂商的销量在整体下滑23%的市场环境中都出现大幅下降，主要是补贴减少以及农历新年时间变化所致。然而，iPhone 17系列帮助苹果实 现了8%的增长，使其市场份额提升至约五分之一，与华为并列领先。 大中华区成为本次财报的最大亮点，该区域营收达255亿美元，同比增长38%，大幅超出市场218亿美元的预期。苹果首席执行官库克指出，iPhone在 该地区创下了销售纪录，并且推动安卓用户向苹果生态的转换数实现两位数增长。 财经频道更多独家策划、专家专栏，免费查阅>> 该机构补充称，目前iPhone 17系列几乎没有折扣或降价，这为未来进一步调整价格或优化利润率留出了空间。不过，其他手机品牌尚未进入最密集 的促销阶段，本月的农历新年节日将成为季节性消费的核心。 自去年9月推出新款机型以来，苹果的旗舰产品实现了重大复苏。在全球最大智能手机市场，其假期期间出货量激增，帮助其实现了有史以来最佳的 iPhone季度业绩。苹果在上月底公布的财报显示，在截至 ...

Group 1 - The core viewpoint of the articles indicates that the overall smartphone market in China experienced a 23% year-on-year decline in January 2026, with Apple being the only brand to achieve positive growth of 8% [1][3] - Counterpoint Research attributes the decline in sales for domestic brands like Huawei, Xiaomi, OPPO, and vivo to reduced subsidies, consumer sentiment, and the upcoming Spring Festival [1] - Apple's market share increased to approximately 20%, placing it in a leading position alongside Huawei, driven by the success of the iPhone 17 series [1][3] Group 2 - Since the launch of the new iPhone in September last year, Apple's flagship product has seen a strong rebound in sales, achieving its highest market share in five years in January [3] - The iPhone 17 standard version has met government subsidy criteria, enhancing its cost-effectiveness and contributing to a 9% month-on-month sales increase [3] - The pricing strategy for the iPhone 17 series remains stable with minimal discounts, allowing for potential future price adjustments or profit optimization, especially with the upcoming Lunar New Year expected to drive seasonal purchasing [3]

Core Viewpoint - Yutong Optical (300790) is set to disclose its 2025 annual performance report in 2026, focusing on new customer supply chain collaborations and executing long-term strategic goals [1] Financial Performance - The company announced on January 21, 2026, that it expects a net profit attributable to shareholders of between 240 million to 280 million yuan for 2025, representing a year-on-year growth of 30.75% to 52.54% [2] Business Development - Yutong Optical has entered Apple's core product supply chain, providing glass spherical lenses for the iPhone 18 and supplying molded glass for Apple's AI glasses through Yujingguang, with both businesses expected to start mass production in the second half of 2026 [3] Strategic Advancement - In a public letter dated January 4, 2026, the company set a target for a compound annual growth rate of revenue or net profit of no less than 20% to 50% for the years 2025-2027, aiming for revenue to reach 5.835 billion yuan over the next three years [4]