完整早报音频，请点击标题下方小耳机收听 【李斌内部讲话：蔚来四季度必须盈利，这一次必须靠自己的本事】 今年一季度，蔚来销量下探、单季亏损创历史新高，舆论将其与 2019 年的生死关口 相提并论。后来蔚来创始人兼董事长和 CEO 李斌在内部提出目标，争取在今年四季度实现单季度盈利，并多个场合重申这一目标，但信者寥寥。 "L90 和 ES8 上市战役让行业看到了不一样的蔚来，我们并不是只能说一说长期主义，做不好短期执行，大家展现出了很好的执行力。 "8 月 29 日，李斌在公 司内部一场时长约 90 分钟的全员讲话上表示。 "2019 年我们走出谷底是靠用户，但这一次我们想要从谷底走出来，必须要靠自己的本事。 " （新浪科 技） 【刘强东现身苏超观众席】 8 月 30 日 19:30 ， 2025 年江苏省城市足球联赛第十轮比赛上演。其中，宿迁队主场迎战淮安队。 有意思的是，京东集团 创始人刘强东现身赛场观众席，为家乡球队宿迁队助威。 当天，宿迁队 2 ： 0 淮安队。 此前，京东宣布成为苏超官方战略合作伙伴 。刘强东此番现身苏 超赛场，也正值京东折扣超市在宿迁四店同开。 8 月 29 日，就有多名网友在社交媒体 ...

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新浪科技就此事询问小米方面，对方暂无回应。（新浪科技） 【苹果、三星向小米发出法律通知，要求其停止争议性营销】#苹果三星要求小米停止争议营销# 近 日，有报道称苹果与三星联合向小米发出法律通知，称小米在印度发布会上通过调侃iPhone 16 Pro Max 和三星旗舰机型进行"偷袭营销"，损害其品牌形象，要求其停止相关行为。 该报道称，小米在印度发布 Xiaomi 15 系列时，其广告直接点名并调侃 iPhone 16 Pro Max 与三星高端机 型的相机性能，声称自家 Xiaomi 15 Ultra 拥有更强的拍摄能力。 ...

Core Insights - The latest Fortune Global 500 list reveals that the United States leads with 138 companies, while Japan has significantly dropped to 38 companies, indicating a stark contrast in economic performance and corporate strength between these nations [1][3][9]. Group 1: United States - The United States maintains its dominance with 138 companies on the Fortune Global 500 list, showcasing a strong economic core [3]. - Walmart continues to hold the title of the world's largest company with revenues of $680.9 billion and a net profit of $19.4 billion, marking its 12th consecutive year at the top [4]. - Other major U.S. companies, including Apple and CVS Health, also feature prominently, with the U.S. occupying over half of the top 11 spots on the list [6]. Group 2: Japan - Japan's representation on the list has drastically decreased from 149 companies in the 1980s to just 38 this year, highlighting ongoing challenges [9]. - Toyota, Japan's flagship company, ranks 15th with revenues of $315.1 billion and a net profit of $31.2 billion, but faces significant competition from emerging electric vehicle manufacturers [11]. - Factors contributing to Japan's decline include severe population aging, slow innovation rates, and external trade challenges [13]. Group 3: China - China has 130 companies on the list, a decrease of 8 from the U.S. and 3 from the previous year, yet it shows signs of structural optimization and growth in emerging industries [14]. - Major Chinese firms like China National Petroleum and Sinopec rank 5th and 6th, respectively, with revenues of $412.6 billion and $407.5 billion, reflecting strong performance in traditional energy sectors [16]. - The automotive sector in China is thriving, with BYD making significant strides, ranking 91st after a 52-position increase, driven by advancements in battery technology [19].

雷军依然不忘苹果 在昨天的澎湃 OS 发布会结束后，爱范儿的几位小伙伴第一时间报名了 Beta 测试计划，并在 29 号按计划陆续收到了测试版的推送。 第一眼看上去，澎湃 OS 3 的界面风格相比澎湃 OS 2 并没有非常大的变动，仍然是近几年以来熟悉的「小米风格」。但是第一眼过去，你立马就会发现 非常多不一样的细节。 Google 甚至把双层信号图标都抄了过去 外观升级：到处都是熟面孔 首先——或许也是争议最大的一部分——就是澎湃 OS 3 全新的默认状态栏风格。不能说和苹果一模一样吧，只能说是不分彼此： 关于 Android 系统状态栏正在逐渐「苹果化」的话题一直没有停过。实际上，如果和 Google 对比，澎湃 OS 3 的相似程度只能说是相形见绌—— Android 16 QPR 版本的状态栏才是真的和 iOS 一模一样。 另外，澎湃 OS 3 还对部分系统桌面图标进行了重绘，其中一部分的效果不错，另一部分则显得「血缘关系过于复杂」，不仅有 iOS 的身影，甚至还有一 些其他国产系统的影子。 另外，在当前版本的澎湃 OS 3 中，这套重绘过的图标包还带来了一个新问题：历史悠久的图标飞出动画没有了。现在 ...

Group 1: Apple Inc. (AAPL) - Apple shares have increased by 40% over the past three years but are currently trading below their 52-week high of $260, presenting a buying opportunity [3] - The company has over 2.35 billion active devices, contributing to steady growth in services, which now account for more than 25% of its revenue [4] - Despite missing out on developing proprietary AI models, Apple generates $96 billion in free cash flow, allowing for potential acquisitions to enhance its AI capabilities [5] - The strong ecosystem and profitability of Apple provide a solid investment case, allowing time to develop its AI strategy [6] Group 2: Airbnb (ABNB) - Airbnb's stock has not reflected its growth, but the company continues to expand and increase sales, indicating potential for stock price appreciation [7] - The platform has diversified its offerings beyond short-term rentals, including longer-term stays and various services, enhancing its market presence [8][9] - Revenue growth remains in double digits, with a 13% year-over-year increase in the second quarter, and the company has generated $1 billion in free cash flow at a 31% margin [10][11] - Despite market concerns over decelerating growth and regulatory hurdles, Airbnb's business continues to thrive, suggesting that stock performance will eventually align with business success [12] Group 3: RH (formerly Restoration Hardware) - RH is positioned to benefit from potential Federal Reserve interest rate cuts, which could positively impact the housing market and related purchases [13] - The company has returned to growth with a 12% revenue increase in the first quarter, despite challenges in the housing market [14] - RH is expanding geographically and into new business verticals, including guesthouses and restaurants, which could significantly broaden its market [15] - The stock is currently trading at around 15 times next year's expected earnings, indicating it may be undervalued, with potential for a surge following upcoming earnings reports [16]

Core Insights - BOE successfully supplied 43 million panels for the iPhone 16 standard model last year and is expected to supply around 5 million panels for the iPhone 17 Pro in 2025, bringing total shipments to 45-50 million [2] - Apple’s total iPhone panel shipments exceeded 230 million last year, with Samsung and LG Display capturing the remaining market share after BOE [2] - UBI Research predicts that BOE, Samsung, and LG Display will remain the core panel suppliers for Apple, with competition among these three companies becoming a significant variable in the global smartphone panel market [2][3] Company Performance - Samsung Display shipped 63.8 million panels for the iPhone 16 series, with total iPhone panel shipments reaching 124 million. It is expected to ship 78 million panels for the iPhone 17 series this year [3] - LG Display shipped 42 million panels for the iPhone 16 series, with total shipments of 67.42 million. Projections indicate an increase to 45.6 million and 75.1 million for the iPhone 17 series [3] - BOE's entry into the iPhone 17 Pro panel supply chain marks a significant milestone, as it has been increasing its shipment volume and market share since it began supplying panels for the iPhone 12 [4] Market Dynamics - The competition for iPhone panel orders has intensified, transitioning from a two-player market (Samsung and LG) to a three-player market with the inclusion of BOE [2][4] - The ongoing patent disputes between BOE and Samsung highlight the competitive landscape, with both companies engaging in legal battles over OLED technology [6][7] - If the ITC's preliminary ruling against BOE is upheld, it could significantly impact both BOE and Apple, forcing Apple to shift its supply chain [7] Future Outlook - UBI Research forecasts that by the first half of 2025, BOE will supply approximately 22.7% of OLED panels for iPhones, slightly surpassing LG Display's 21.3% [7] - The global AMOLED smartphone panel shipment is projected to reach 420 million units in the first half of 2025, with Chinese manufacturers, including BOE, accounting for 51.7% of the market share [7] - Despite fierce competition, there remains potential for collaboration, as BOE and Samsung are reportedly discussing partnerships for high-end display panels [8]

Core Viewpoint - Warren Buffett sold approximately $4 billion of Apple stock and invested around $1.5 billion in UnitedHealth Group, indicating a strategic shift in his investment focus [1][2][3]. Group 1: Investment Actions - Buffett sold 20 million shares of Apple, totaling about $4 billion, with an average price of $202 per share during Q2 2025 [2][4]. - The investment in UnitedHealth Group involved purchasing around 5.04 million shares, valued at approximately $1.57 billion, translating to about $311.97 per share [4][3]. - The transaction reflects a broader strategy where Buffett sold shares in Apple in four out of the last six quarters, suggesting a pattern of trimming his position in the tech giant [5]. Group 2: Company Analysis - UnitedHealth Group was identified as a suitable investment due to its strong financials, attractive valuation, and alignment with Buffett's investment strategy [8][11]. - The stock's price-to-earnings ratio is at its lowest in years, contrasting with Apple's relatively high earnings multiple of 35.8 [11]. - UnitedHealth's recent stock decline is attributed to high medical costs, which are expected to be mitigated by higher premiums next year, indicating a low risk of prolonged underperformance [12]. Group 3: Comparative Outlook - There is a debate on whether UnitedHealth Group is a better investment than Apple, with Apple showing better performance historically and having potential growth drivers [9][10]. - Despite the long-term appeal of Apple, UnitedHealth Group is viewed as a more favorable short-term investment due to its current valuation and lower risk profile [13].

Core Insights - The "Magnificent Seven" companies are significantly influencing the current bull market, comprising over one-third of the S&P 500's total market capitalization [1] - Meta and Apple are expected to spend billions annually on AI, which could enhance stock performance for Alphabet in the coming years [2][13] Group 1: Meta's AI Investments - Meta has signed a deal with Alphabet's Google Cloud, committing to $10 billion over the next six years to secure necessary compute power for its AI projects [4] - Following a hiring spree, Meta's AI teams require substantial compute resources for various projects, including machine learning models and AI superintelligence [5] - The partnership with Alphabet is beneficial for both companies, as it helps Meta meet its AI demands while boosting Alphabet's cloud computing segment [8] Group 2: Alphabet's Growth and Revenue Potential - Alphabet has increased its 2025 capital expenditures outlook from $75 billion to $85 billion, indicating strong demand for its services [6] - The backlog for Alphabet's services reached $106 billion, and the additional $10 billion from Meta represents nearly a 10% increase in demand [6] - Alphabet's cloud computing segment is growing rapidly, with an operating margin of 21%, which could improve as it scales [7] Group 3: Apple's Potential AI Collaboration - Apple is considering using Google's Gemini for its AI-powered Siri assistant, which could lead to significant revenue for Alphabet [10][12] - Alphabet reportedly pays $20 billion to Apple for making Google the default search engine in Safari, indicating a lucrative relationship [9] - If Apple adopts Google's LLM for Siri, it could solidify Alphabet's position as the default search engine for Safari, despite ongoing regulatory scrutiny [11]

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