Designed to provide broad exposure to the Technology - Broad segment of the equity market, the State Street Technology Select Sector SPDR ETF (XLK) is a passively managed exchange traded fund launched on December 16, 1998.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low ri ...

A long call butterfly is entered when a trader thinks a stock will not rise or fall by much between trade initiation and expiration. When using calls, the trade is constructed by buying an in-the-money call, selling two at-the-money calls and buying an out-of-the-money call. The trade is entered for a net debit meaning the trader pays to enter the trade. This debit is also the maximum possible loss. The maximum profit is calculated as the difference between the short and long calls less the premium that ...

微软(MSFT.US)位列第三，持仓约5136万股，持仓市值约248.39亿美元，占投资组合比例为3.06%，较 上季度持仓数量减少5.86%。 来源：智通财经网 根据美国证券交易委员会(SEC)披露，高盛(GS.US)递交了截至2025年12月31日的第四季度持仓报告 (13F)。 据统计，高盛第四季度持仓总市值为8100亿美元，上一季度总市值为8200亿美元，环比下降约1.22%。 在第四季度的持仓组合中，高盛新增671只个股，增持3027只个股，清仓了555只个股。其中，前十大持 仓标的占总市值的22.11%。 | 2025-12-31 P | | | --- | --- | | 13F Activity | | | Market Value | $0.81t, Prior: $0.82t | | Inflows (Outflows) as % of Total MV | (-2.4403)% | | New Purchases | 671 stocks | | Added To | 3027 stocks | | Sold out of | 555 stocks | | Reduced holding ...

在前五大重仓标的中，英伟达(NVDA.US)位列第一，持仓约1.67亿股，持仓市值约310.81亿美元，占投资组合比例为3.83%，较上季度持仓数量减少0.82%。 苹果(AAPL.US)位列第二，持仓约9099.21万股，持仓市值约269.41亿美元，占投资组合比例为3.32%，较上季度持仓数量增加了2.60%。 微软(MSFT.US)位列第三，持仓约5136万股，持仓市值约248.39亿美元，占投资组合比例为3.06%，较上季度持仓数量减少5.86%。 智通财经APP获悉，根据美国证券交易委员会(SEC)披露，高盛(GS.US)递交了截至2025年12月31日的第四季度持仓报告(13F)。 据统计，高盛第四季度持仓总市值为8100亿美元，上一季度总市值为8200亿美元，环比下降约1.22%。在第四季度的持仓组合中，高盛新增671只个股，增 持3027只个股，清仓了555只个股。其中，前十大持仓标的占总市值的22.11%。 | 2025-12-31 | | | --- | --- | | 13F Activity | | | Market Value | $0.81t, Prior: $0.82t | | ...

如上图所见，报告显示2025年全球智能手机设备活跃量来说，TOP10依次是：苹果、三星、小米、OPPO、vivo、传音、华为、荣耀、摩托罗拉、realme、 谷歌。 报告还提到TOP8品牌人均有2亿台以上设备，苹果和三星超10亿台，也就是近四分之一的手机是iPhone，近五分之一是三星手机。报告还提到2025年苹果 新增的手机设备比后面7家品牌加起来还多，问问大家，你现在用的哪家手机？ 研究机构Counterpoint近日发布了一份2025年全球智能手机设备活跃情况。 研究机构Counterpoint近日发布了一份2025年全球智能手机设备活跃情况。 如上图所见，报告显示2025年全球智能手机设备活跃量来说，TOP10依次是：苹果、三星、小米、OPPO、vivo、传音、华为、荣耀、摩托罗拉、realme、 谷歌。 报告还提到TOP8品牌人均有2亿台以上设备，苹果和三星超10亿台，也就是近四分之一的手机是iPhone，近五分之一是三星手机。报告还提到2025年苹果 新增的手机设备比后面7家品牌加起来还多，问问大家，你现在用的哪家手机？ ...

在活跃量进入前10的厂商中，除了摩托罗拉和真我，其余8家的活跃量是都在2亿部之上。（海蓝） 【TechWeb】2月11日消息，据外媒报道，有市场研究机 构发布了全球智能手机活跃量报告，从品牌来看苹果是 高居第1，三星电子紧随其后，两家双双超过了10亿部， 小米、OPPO、vivo等国内厂商，也都进入了前10，6家 的活跃量超过了2亿部。 市场研究机构在报告中表示，全球活跃的智能手机在 2025年同比增长2%。 具体到厂商方面，在全球目前活跃的智能手机中，苹果 所占的比例接近25%，三星电子则是接近20%，他们也 是仅有的两家活跃量超过10亿部的厂商。 活跃量进入前10的另外8家，分别是小米、OPPO、 vivo、传音、华为、荣耀、摩托罗拉、真我，其中的小米的份额是超过了10%，OPPO和vivo在5%到 10%之间。 【TechWeb】2月11日消息，据外媒报道，有市场研究机构发布了全球智能手机活跃量报告，从品牌来 看苹果是高居第1，三星电子紧随其后，两家双双超过了10亿部，小米、OPPO、vivo等国内厂商，也都 进入了前10，6家的活跃量超过了2亿部。 市场研究机构在报告中表示，全球活跃的智能手机在202 ...

Core Viewpoint - Despite the global memory chip shortage, Apple Inc. is expected to see stock price increases driven by the upcoming launch of Apple Intelligence, according to Bernstein analyst Mark Newman [1][2]. Group 1: Memory Chip Costs and Impact - Rising memory costs are projected to reduce Apple's margins by 1.5 percentage points by the end of the year, but this should not overshadow the potential of the Apple Intelligence launch [1]. - Component costs for the next iPhone are expected to rise by approximately 15% this year, leading to a 12% increase in the overall average selling price [2]. Group 2: Analyst Insights and Price Target - Mark Newman has raised his price target for Apple stock from $325 to $340, emphasizing that the significant narrative will be the launch of Apple Intelligence/Siri 2.0 later this year [2]. - Goldman Sachs analyst Giuni Lee noted that the global memory chip shortage is tightening, which could lead to earnings and margins reaching cycle highs for companies in this sector [2]. Group 3: Production Priorities and Performance Metrics - Apple is prioritizing the production and shipment of high-end iPhone models for 2026, delaying the standard version due to memory chain constraints [3]. - According to Benzinga's Edge Rankings, Apple is in the 94th percentile for quality and the 69th percentile for momentum, indicating a mixed performance compared to peers [3]. Group 4: Stock Performance - Over the past year, Apple stock has increased by 17.65%, although it fell by 0.34% to close at $273.68 on Tuesday [4].

Group 1 - Apple is the biggest winner in the global smartphone market in 2025, achieving a 20% market share and leading both the incremental and installed base competition [1][3][6] - The global smartphone market saw a 2% year-on-year increase in shipments, driven by strong demand in emerging markets and improved economic momentum [1][3] - Apple’s iPhone 17 series significantly contributed to its market share, with one in five new smartphones sold being an iPhone [1][3] Group 2 - In terms of active installed base, Apple holds a 25% share, making it the leader in the global active smartphone market, with over 1 billion active devices [3][10] - Apple and Samsung are the only two manufacturers with over 1 billion active devices, together accounting for 44% of the total active devices [3][10] - Apple's net increase in active devices in 2025 surpassed the total of its next seven competitors combined [5] Group 3 - The iPhone 17 series has been particularly successful in China, with over 10 million units activated for the Pro series and over 20 million for the entire series [9] - Apple's long-term software support and updates contribute to the longevity and value retention of its devices, enhancing user satisfaction and loyalty [10][12] - Apple's strategy of providing extensive software updates and support has created a positive cycle for its user base, encouraging repeat purchases and service revenue [13][15] Group 4 - Apple's service revenue reached $30.01 billion in Q4 2025, a 14% year-on-year increase, driven by its strong installed user base [15] - The smartphone market is entering a phase of slower growth, making the management of existing users increasingly important for manufacturers [16] - Other Chinese brands like Xiaomi, Vivo, OPPO, and Huawei also achieved significant milestones in active device installations, indicating a competitive landscape [16]

Feb. 11, 2026 产业洞察 Sh a r p（夏普）于2月1 0日公告，将执行日本龟山K2工厂(Ge n 8 2 1 6 0mmx 2 4 6 0mm)停产计划， 后续并将寻找买家接手。Tr e n dFo r c e集邦咨询表示，K2工厂生产的面板主要用于笔电、平板电 脑、电子纸和智能手机，多年来支持Sh a r p维持Ap p l e（苹果）IT面板第三大供应商的角色，也 是电子纸的Ox i d e背板关键供应商。若产能按计划收敛，短期可能影响Ap p l e Ma cBo o k、iPa d 和电子纸供应。 根据Sh a r p公告，由于让渡K2工厂给母公司Fo x c o n n（富士康）的计划不成立，为进行事业改 革，遂执行今年八月K2厂的停产计划。该厂主要利基点是曾领先业界的Ox i d e背板技术，也曾 是Ap p l e Ma cBo o k以及iPa d产品的重要技术指标。然而，因韩系、陆系面板厂陆续投资Ox i d e 背板产能，导致Sh a r p的这项技术红利逐渐消失。 据 Tr e n dFo r c e 集 邦 咨 询 估 算 ， 目 前 Ap p l e 产 品 约 仅 ...

Core Viewpoint - Samsung Electronics is actively considering reintroducing dual aperture camera technology in its future flagship smartphones, responding to competitive pressures from Apple, which is rumored to implement similar technology in its upcoming iPhone 18 Pro models [1][3]. Group 1: Technology Development - The dual aperture feature was previously included in the Galaxy S9 and S10 series but was removed starting with the Galaxy S20 series [1]. - Samsung has requested its key optical component suppliers, Samsung Electro-Mechanics (SEMCO) and MCNEX, to develop new generation dual aperture module samples, with initial prototypes already delivered [3]. - If development proceeds smoothly, the technology could return with the Galaxy S27 series in early 2027, marking a seven-year gap since its last application [3]. Group 2: Competitive Landscape - The re-evaluation of dual aperture technology is seen as a response to Apple's anticipated introduction of a variable aperture system in the iPhone 18 Pro and Pro Max, which is expected to support dynamic adjustments between f/1.6 and f/2.2 [3]. - Samsung has historically monitored Apple's product movements closely, indicating the competitive nature of the high-end imaging market [3]. Group 3: Market Trends - As mobile imaging enters a phase of deep integration between hardware and algorithms, there is renewed emphasis on optical innovations at the physical level [4]. - Successful integration of the new generation dual aperture with AI image processing could create a new technological barrier in the high-end market for Samsung [4].