Investment Rating - The report indicates a positive investment sentiment towards the computing chip sector, highlighted by a collective surge in stock prices on August 22, 2025, with the Shanghai Composite Index surpassing 3800 points [2][15]. Core Insights - The report emphasizes the significant market performance on August 22, 2025, with the Shanghai Composite Index rising by 1.45%, the Shenzhen Component Index increasing by 2.07%, and the ChiNext Index climbing by 3.36%. The total market turnover reached 25,788.40 billion, an increase of 1,185.04 billion from the previous trading day [2][15]. - It notes that all 30 sectors in the CITIC first-level industry index experienced an upward trend, particularly in electronics (4.91%), telecommunications (3.68%), and computing (3.45%), while banking, oil and petrochemicals, and agriculture sectors lagged behind [20]. Market Performance - On August 22, 2025, the main indices showed strong performance, with the Shanghai Composite Index at 3,825.76, the Shenzhen Component Index at 12,166.06, and the ChiNext Index at 2,682.55, reflecting a robust market environment [7][17]. - The overall market saw 2,802 stocks rise against 2,396 that fell, indicating a bullish sentiment among investors [15]. Sector Analysis - The report categorizes market performance by style, ranking growth stocks above financials, cyclical, stable, and consumer sectors. The overall performance of the CSI All Share Index outperformed the fund-heavy stocks [20]. - In terms of sector performance, the electronics, telecommunications, and computing sectors led the gains, while banking, oil and petrochemicals, and agriculture sectors showed declines [20]. Fund Flow Analysis - On August 22, 2025, the main funds saw a net inflow of 254.19 billion, with large orders contributing significantly to this inflow, while medium and small orders experienced outflows [24]. - Southbound capital also saw a net inflow of 51.65 billion HKD, indicating strong interest from foreign investors in the Chinese market [26]. ETF Fund Flow - The report highlights that most ETFs, including the Shanghai 50 and CSI 300, experienced a decrease in trading volume compared to the previous day, with notable inflows into the ChiNext ETF [28]. - Specific ETFs showed varied performance, with the Huaxia Shanghai 50 ETF and Huatai-PB CSI 300 ETF seeing increases in trading volume, while others like the Jiashi CSI 300 ETF experienced declines [28]. Global Market Performance - The report notes mixed performances in major global indices on August 22, 2025, with the Hang Seng Index rising by 0.93% and the Nikkei 225 Index slightly up by 0.05%, while the Australian S&P 200 Index fell by 0.57% [32][33].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 8月22日消息，苹果秋季新品发布会临近，iPhone17已进入大规模量产阶段。科技记者马克·古尔曼等多方报道证实，苹果今年首次在印度实现iPhone17全 系列机型的本地化生产，包括四款机型（含Pro版本）均在印度工厂下线。 苹果已在印度的五家工厂扩大iPhone生产，其中两家为近期新建的工厂，此举是为了降低美国市场机型对中国生产的依赖。从4月开始的四个月里，印度 共出口了价值75亿美元的iPhone手机，预计本财年数据将较上一财年的170亿美元有所增长。 2025年上半年，因美国加征关税，苹果扩大从印度的出口规模，其出口量同比增长53%，首次于上半年突破2000万大关。Counterpoint Research分析称， 印度制造能力提升、产能布局扩大及政策支持，推动了苹果出口导向型制造的扩张。 ***************END*************** 半导体公众号推荐 半导体 ...

The next Apple TV box seems to be coming very soon. And you know what. I didn't think I could be this excited for a TV streaming box.But you see, it's so much more than just a TV streaming box. It could open up a whole new era for Apple Home products and gaming. We're going to be talking about gaming.I'm Bridget Carey. This is the weekly Apple show. One more thing.So, let's get into why changes to this little box could be such a big deal for Apple's future and why you might soon find yourself buying uh one ...

The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.What Are Smart Beta ETFs?The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient ...

今年 4月 ，分析师就给出苹果公司 （NASDAQ： AAPL ）"强烈买入" 的评级。当时的情况确实值得入手 —— 估值合理，还有不少能推动股价的利好 因素。从那以后，苹果股价涨了 18% 多，上周摸到 235.12 美元，之后小幅回调。比起四月 一百多美元的低点，这反弹幅度不小，不过今年以来股价 仍跌了约 7%。 即便四月以来已经涨了不少，分析师还是觉得苹果值得买。快速反弹的阶段可能过去了，但整体逻辑没变。现在的股价，对应往绩市盈率约 35 倍 —— 这个估值偏高，但有持续增长撑着：最近一季度营收涨了 10%，利润还在增加，今年经营性现金流已经突破 800 亿美元了。 许多人忽略了苹果商业模式的巨大变化。上季度，服务业务营收274亿美元，利润率接近75%，稳步降低了对硬件的依赖。与此同时，苹果决定 向美国 投资1000亿美元， 这既能规避关税风险，也能和美国政府走得更近。 真正值得持有苹果股票的理由与 iPhone 销量在某一年是否飙升关系不大。它取决于生态系统的实力及其产生的经常性收入。这种可预测性值得溢价。 2025年第三季度的业绩展现了该公司依然坚韧不拔的实力。根据2025年第三季度的业绩，净收入同 ...

⚠️ Security Alert: Update your device asapApple has released iOS / iPadOS 18.6.2 to fix critical vulnerabilities, affecting iOS, and iPadOS.This flaw is an out-of-bounds write issue that can be triggered by processing a maliciously crafted image file which can lead to memory corruption and arbitrary code execution.Full details here: https://t.co/IZdjs9DGrH ...

Apple patched a critical zero-day (CVE-2025-43300) in the ImageIO framework, already exploited in the wild.Update NOW to iOS 18.6.2 / iPadOS / macOS or risk attack via malicious images.Stay safe!https://t.co/KXtasquEsp ...

India is becoming Apple’s factory floor, with nearly one in five iPhones assembled there. Yet this also shows how far the country still lags behind https://t.co/wS9kGiDHgr ...

这是我 2018 年到 2022 年朋友圈的整理，也是我这几年对反思的零碎反思。 1、 "小成需要朋友，大成需要对手。"-解放军语录 2、早上看见《道德经》这段，大概意思就是，器物真正发生作用的不是本身"有"的部分，是中间"空"和"无"的那部分。 "三十幅共一毂，当其无，有车之用。埏埴以为器，当其无，有器之用。凿户牖以为室，当其无，有室之用。故有之以为利，无 之以为用。" 3、黄峥说，"要把对成就一个无限完美的自己的兴趣，转移为对外部客观事物的兴趣。" 4、错误的正反馈："人生最不幸处，是偶一失言而祸不及；偶一失谋而事幸成；偶一恣行而获小利；后乃视为故常，而恬不为意，则莫大之 患，由此生矣。" 5、穷人的快乐是花钱，富人的快乐是省钱。 6、看见一个人的朋友圈签名是"顺大势，逆小势"。 7、去朋友家玩，还没进门，看见大门上贴着一个便条 "Those doors we open and close each day decide the lives we live". 现在他们要合租找室友了，合租公告里最后一段写着 "And those who were seen dancing were thought to ...

RT Yishi (@ohyishi)尽快把你的 ios 和 macos 升到最新版。apple 出了个野外 0day 高危洞，不是 poc，有人在用它打，cve-2025-43300。漏洞原理是发你一张特制的图片，就能越界读写内存，顺下去就是直接远程 rce，我看现在已经有人在跑 payload。 ...