截至收盘，中证消费电子主题指数上涨1.3%，中证物联网主题指数上涨0.6%，国证机器人产业指数下跌0.7%，中证智能电动汽车指数下跌1.3%。Wind数据 显示，截至昨日，机器人ETF易方达（159530）已连续12个交易日获资金布局，合计超13亿元。 华泰证券研报称，春节前后智驾与机器人板块整体表现较为强势，特别是四大国产机器人企业登陆春晚，带动订单高增与资本关注，机器人商业化加速破 圈。展望后续，机器人方面，春晚现象级曝光正将机器人从"产业圈热点"推向"大众消费认知"，产业资本密集加码，特斯拉Gen3发布在即，或将带来进一步 催化。 �H 该指数涨跌 1,3% 物联网 ETF易 广 Hostell 易门公 ( 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 �日 的代表性方向之一,覆盖 该指数涨跌 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 -1.3% 消费电子ETF易方达 德 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 每日经济新闻 ...

Core Insights - Apple is negotiating with major Indian banks and international payment institutions to launch Apple Pay in India, targeting a mid-2026 rollout [1][5] - The negotiations indicate that the launch is in the preparatory stage, with Apple collaborating with Mastercard and Visa to enhance payment network support [1][5] Group 1: Market Context - Android devices dominate the Indian market, while Apple is expanding its production and retail presence to increase market influence [4][7] - Apple Pay is expected to support India's Unified Payments Interface (UPI) and card payments, which are crucial for digital transactions in the country [4][7] - The Indian digital payment landscape is competitive, with services like Google Pay, PhonePe, Amazon, and local platform Paytm already operational [4][7] Group 2: Regulatory and Technological Alignment - The Reserve Bank of India has recently allowed digital payments to use fingerprint and facial recognition authentication, aligning well with Apple Pay's Face ID and Touch ID features [4][7] - This compatibility supports various payment methods, including in-store, online, and in-app transactions [4][7] Group 3: Market Potential - India has over 750 million smartphone users, and low data costs along with government policies make it a significant market for Apple's service revenue growth [4][7] - The introduction of Apple Pay could not only enhance service income but also potentially boost sales of Apple devices such as Apple Watch, iPhone, iPad, and Mac [4][7] - Currently, Apple holds approximately 10% market share in the Indian smartphone market [4][7]

大公司： 英伟达黄仁勋：年内将寻机进行资本运作 美东时间周三盘后，在英伟达财报电话会上，公司CEO黄仁勋表示，公司仍在持续开展股票回购和股息 分红，并将在年内寻找合适的时机，把握独特的投资机会，推进相关资本运作。他还指出，生态系统投 资将始终是公司资本配置的核心环节，同时我们也会持续推进战略投资。（智通财经） 消息称三星电子将停产2DNAND 闪存，原有产线用于1c nm DRAM内存制程 据TheElec，三星电子最早将在今年3月停止在华城园区12号生产线制造2D NAND闪存，该企业的2D NAND闪存时代也将随之正式结束。三星电子早在2013年就实现了3D NAND (V-NAND) 的量产，不过 三星还是保留了小规模的2D NAND产能以应对特殊利基市场的需求。华城12号生产线未来将服务于1c nm DRAM内存制造，负责后端的金属布线和表面处理工艺。（智通财经） PingPong成为美国最大宠物零售平台Chewy的官方合作伙伴 36氪获悉，近日，全球支付平台PingPong正式宣布成为美国最大宠物零售平台Chewy的官方合作伙伴， 并全面支持商家跨境收款。 章源钨业：因钨原材料价格持续上涨，2月26 ...

Core Insights - Apple is preparing to launch Apple Pay in India, negotiating with major local banks and global card organizations, aiming for a mid-2026 rollout [1] - The introduction of Apple Pay signifies Apple's expansion into the rapidly growing Indian market, which has a population of 1.4 billion and a burgeoning middle class [1] - Apple Pay in India is expected to support the Unified Payments Interface (UPI) and card-based payments, which dominate the digital payment landscape [1] Group 1 - Apple is in talks with banks such as ICICI Bank, HDFC Bank, and Axis Bank, as well as payment networks like Mastercard and Visa [1] - The Indian digital payment market is one of the fastest-growing globally, driven by over 750 million smartphone users and affordable mobile data [2] - Apple has seen its smartphone market share in India grow to approximately 10%, indicating significant potential for further growth [2] Group 2 - Apple is diversifying its manufacturing base in India to reduce reliance on China, which helps mitigate the impact of tariffs on its home market [2] - The company is rapidly expanding its retail presence in India, recently opening its sixth store in Mumbai [2] - CEO Tim Cook has highlighted the rapid sales growth in India, making it a key lever for overall company growth [2]

福蓉科技（603327.SH）2月26日在投资者互动平台表示，公司生产的铝制结构件材料已用于消费电子 领域多年，具体来说主要用于制作手机中框、平板电脑和笔记本电脑的外壳、手表外壳、手机卡托、摄 像头、按键、铰链等。目前已应用于苹果、三星、谷歌、小米、OPPO等终端品牌。详细情况请参阅公 司已披露的年度报告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问福蓉科技，公司在消费电子领域有介入吗？哪 些？ ...

据知情人士称，苹果公司正与多家印度银行和全球信用卡网络洽谈，准备在印度推出Apple Pay服务。 消息人士称，这家iPhone制造商正在与ICICI银行、HDFC银行和Axis银行进行谈判，计划于2026年中期 左右在印度推出其支付服务。 责任编辑：于健 SF069 据知情人士称，苹果公司正与多家印度银行和全球信用卡网络洽谈，准备在印度推出Apple Pay服务。 消息人士称，这家iPhone制造商正在与ICICI银行、HDFC银行和Axis银行进行谈判，计划于2026年中期 左右在印度推出其支付服务。 责任编辑：于健 SF069 ...

（文章来源：每日经济新闻） AI催化半导体行业景气上行，2月26日，消电ETF国泰（561310）涨超1%。 消电ETF国泰（561310）跟踪的是消费电子指数（931494），该指数从市场中选取涉及智能手机、家用 电器、可穿戴设备等消费电子产品领域的上市公司证券作为指数样本，以反映消费电子相关上市公司证 券的整体表现。 东莞证券指出，半导体行业整体景气度上行。AI对算力芯片、存储芯片、晶圆代工等细分领域的需求 端拉动作用明显：存储芯片行业高度景气，价格上涨，多家企业业绩同比大幅增长；全球晶圆代工龙头 台积电业绩同比高增，先进制程需求旺盛；北美云厂商资本开支高增，彰显AI高景气，并驱动上游半 导体设备需求。而非AI相关细分则呈温和复苏态势：模拟芯片行业处于底部修复、温和复苏通道；半 导体封测行业景气度较周期低点已明显改善。 ...

根据喜娜AI异动分析，哈森股份涨停原因可能如下，股权收购+业务转型+亏损收窄： 1、公司近期公告 显示，收购苏州郎克斯45%股权，该标的公司2024年净利润4755.85万元，此次收购将显著增厚上市公 司业绩，增强公司盈利能力，这是刺激股价涨停的一个重要因素。 2、公司正处于业务转型关键阶段， 业务向精密五金、消费电子和3D打印等新兴领域拓展，降低单一业务风险，完善产业链布局，增强业 务协同，这种多元化转型为公司带来了新的发展机遇，吸引投资者关注。 3、公司2025年预计净亏损 2400 - 3600万元，较2024年9640万元显著减少，亏损同比收窄显示出公司经营有改善趋势，给市场传递 了积极信号。在市场资金流向方面，可能有资金看好公司转型前景而流入，推动股价涨停。从同板块来 看，当新兴消费电子、精密五金概念板块活跃时，哈森股份也会受到带动。技术面上，若股价此前调整 充分且MACD等指标出现向好信号，也会助力股价涨停。 2026年2月26日，哈森股份（sh603958）触及涨停，涨停价20.75元，涨幅10.02%，总市值45.52亿元，流 通市值45.52亿元，截止发稿，总成交额2.10亿元。 责任编辑： ...

截至午间收盘，中证消费电子主题指数上涨1.0%，中证物联网主题指数上涨0.4%，国证机器人产业指数下跌0.1%，中证智能电动汽车指数下跌1.1%。 消息面上，2月25日，京津冀三地联合启动高精尖产业筑基工程攻关揭榜，明确在人形机器人领域重点突破下肢高爆发关节、上肢高精度高稳定性关节和高 自由度灵巧手，攻关周期不超3年，面向全国遴选创新主体。 跟踪中证智能电动汽车指数 消费电子ETF易方达 德 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 截至午间收盘 该指数涨跌 1.0% 物联网ETF易方达 该指数聚焦的智能电动汽 年有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 截至午间收盘 该指数涨跌 -1.1% 风险提示：基金有风险，投资需谨慎。 来源：易方达基金 ...

Core Insights - The outdoor sports market is experiencing increasing polarization, with companies like Amer Sports showing significant growth while others like Li Ning and Anta are struggling [1][3][5]. Financial Performance - Amer Sports reported a 27% year-on-year revenue increase to $6.566 billion for the fiscal year ending December 31, 2025, with adjusted net profit rising to $545 million from $236 million in 2024 [1][2]. - In Q4 2025, Amer Sports' revenue grew by 28% to $2.101 billion, with adjusted net profit reaching $176 million, up from $90 million in the same quarter of 2024 [2]. - The Greater China region was a key growth driver for Amer Sports, with annual revenue increasing by 43.4% to $1.86 billion, and Q4 growth reaching 41.8% [2]. Market Comparison - In contrast, Li Ning's sales in Q4 2025 showed a low single-digit decline across all channels, with offline retail and wholesale channels experiencing mid-single-digit declines [3]. - Anta's main brand retail revenue also saw a low single-digit decline, while Nike's sales in China dropped by 16% to $1.423 billion [4]. Market Dynamics - The disparity in performance between Amer Sports and its competitors may be attributed to the resilience of the high-end consumer market, represented by brands like Arc'teryx, compared to the mid-range market [5]. - The outdoor sports market is perceived to have substantial growth potential, prompting increased investments from competitors like Nike and Li Ning in this segment [6][7].