Market Performance - On December 15, the A-share market saw a collective decline, with the Shanghai Composite Index falling by 0.55% to 3867.92 points, the Shenzhen Component Index dropping by 1.1% to 13112.09 points, and the ChiNext Index decreasing by 1.77% to 3137.8 points [1] Fund Manager Changes - From December 13 to December 15, a total of 43 fund managers experienced changes in their positions, with 659 fund products seeing manager departures in the past 30 days [3] - The reasons for the changes included 9 managers leaving due to job changes, 1 due to personal reasons, 1 due to resignation, and 8 due to product expiration [3] - During the same period, 44 fund products announced new fund manager appointments, involving 25 fund managers [5] Fund Manager Performance - Fund manager Zheng Xi currently manages assets totaling 19.213 billion yuan, with the highest return product being E Fund Information Industry Mixed A, which achieved a return of 442.40% over 9 years and 81 days [4] - Fund manager Zhang Qian manages assets of 36.199 billion yuan, with the highest return product being GF Juxin Bond A, which gained 184.69% over 12 years and 159 days [5] Fund Research Activity - In the past month (November 15 to December 15), Bosera Fund conducted the most company research, engaging with 42 listed companies, followed by Guotai Fund and Huaxia Fund with 37 and 36 companies respectively [6] - The most researched industry was specialized equipment, with 208 instances, followed by consumer electronics with 189 instances [6] - In the last week (December 8 to December 15), Zhongke Shuguang was the most researched company, receiving attention from 116 fund institutions [8]

今日，华为终端微博正式官宣，nova 15系列将于12 月 22 日 正式亮相，并且即日起正式开启预订。从目前释出的悬念视频和产品外观图来看，新一代nova 15 系列在延续一贯潮流基因的基础上，或将在外观、影像、AI、通信等方面带来更多值得期待的升级。相比前几代更强调"单点突破"的策略，这一次的nova 15系列给人的感觉更像是来了一次全面焕新，正是因为这代nova 15系列的升级点更集中，发布会还没开始就先引发了不少讨论。 就目前公布的内容来看，nova 15系列在外观上有不少明显的变化。易烊千玺手持新机的海报亮相后，绿色配色几乎第一时间成了讨论焦点。相比传统偏稳 妥的色调，这一代的"带感绿"更偏向敢于表达自我的风格，也更符合如今年轻人对手机也要体现个性的期待。再结合紫色、白色和黑色三款配色，每一种都 呈现出比较明确的情绪感。可以看出，nova 15系列这一代在色彩表达上投入得更直接，像是在让手机本身成为穿搭的一部分，而不是简单的产品配色。 另外，从官宣物料中手机的反光质感来看，加上之前的网传信息，nova 15系列可能会采用金属中框。那整体握持感和质感可能会有较大幅度的提升，同时 也符合华为nova系列 ...

12月15日，A股三大指数今日集体走低。 截至收盘，沪指跌0.55%报3867.92点，深证成指跌1.1%，创业板指跌1.77%，科创50指数跌2.22%。 全市场成交额1.79万亿元，较前一交易日缩量3246亿元，超2900股下跌。 | 各称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | prim | 3867.92 | -21.42 | -0.55% | | 000001 | | | | | | 别业板指 90006 | my | 3137.80 | -56.56 | -1.77% | | 采证成指 | Myn | 13112.09 | -146.24 | -1.10% | | 399001 | | | | | | 比证50 | may | 1431.95 | -15.74 | -1.09% | | 399050 | | | | | | 12 20 | wm. | 1318.91 | | -29.97 -- 1 -- 1 | | 100629 | | | | | | 行业热力图 × -- | 领涨板块 | | | | | | ...

Group 1 - Huawei will hold a nova 15 series and all-scenario new product launch event on December 22 [1] - The new devices will feature upgrades in appearance, imaging, and performance [1] - The event will also showcase new products in tablets, wearables, and HarmonyOS smart home categories [1]

"非洲手机之王"传音控股（688036.SH）在2025年的冬天，做出了一次令市场颇感意外却又在情理之中的抉择。12月初，这家在科创板享有盛誉的公司正式 向港交所递交招股书，谋求"A+H"两地上市。 然而，资本市场的聚光灯下，映照出的并非昔日那个高歌猛进的增长神话，而是一个基本面承压、护城河松动且急需寻找新故事的焦虑巨头。在业绩"变 脸"与竞争加剧的双重夹击下，此次IPO与其说是扩张的号角，不如说是一场关于时间与生存模式的艰难突围。 对于传音而言，选择在当下冲击港股IPO，时机显得颇为尴尬。通常，企业寻求二次上市往往选在业绩高光时刻以获取更高估值，但传音正处于近年来最严 峻的财务低谷。 财报数据显示，传音正在经历剧烈的"失速"。作为一个年营收规模曾逼近700亿元的庞然大物，2025年上半年，其营收同比下滑15.9%至290.8亿元，归母净 利润更是惨遭"腰斩"，同比大幅缩水56.6%至12.4亿元。这一业绩滑坡直接引发了资本市场的避险情绪，年内公司股价累计跌幅超过25%，仅第三季度就有 近800家机构选择离场。 比财务数据更令人担忧的，是其赖以生存的根基——非洲市场的松动。长期以来，传音凭借"先发优势"和"极 ...

Group 1 - The robotics sector experienced a morning pullback, with the Guozheng Robotics Industry Index down by 1.2%, the Zhongzheng IoT Theme Index down by 1.6%, the Zhongzheng Smart Electric Vehicle Index down by 2.0%, and the Zhongzheng Consumer Electronics Theme Index down by 2.1% [1][5] - The EasyOne Robotics ETF (159530) saw a net subscription of 12 million units during the half-day session [1] Group 2 - The Zhongzheng Smart Electric Vehicle Index is expected to become a representative direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [3] Group 3 - The Zhongzheng Consumer Electronics Theme Index focuses on AI hardware, which is currently a major category of smart terminal products, comprising stocks of companies involved in component production, complete machine brand design, and production [5]

以下文章来源于最华人 ，作者华人作者团 最华人 . 有华人的地方，就有最华人。 关注华人商业领袖、创业者及商业案例； 洞察科技制造、品牌出海、产 业革新等。 "2022中国正能量网络精品"获得者。 苹果iPhone以一己之力捧出了众多富豪。 在中国就有三位"果链女王"——蓝思科技周群飞、立讯精密王来春、领益智造曾芳勤。她们或为苹果iPhone 手机生产零部件，或提供整机系统组装服务，并由此积累了滚滚财富。 在最新揭晓的《2025胡润女企业家榜》中，蓝思科技周群飞以1100亿元身家排名第二，立讯精密王来春以 855亿元身家排名第四，领益智造曾芳勤则以695亿元身家排名第六（广东第二）。 三位女富豪中，周群飞和王来春都是由"打工妹"逆袭，她们的故事也更为大众熟知，相比之下，曾芳勤却很 少被人提及；周群飞和王来春是胡润女企业家榜年度排名前10的常客，曾芳勤倒是今年令人瞩目的新面 孔。 领益智造创始人曾芳勤 其实，纵观曾芳勤的商业布局，从消费电子到新能源汽车产业，再到如今投身于具身智能、服务器等AI终 端产业，她麾下的领益智造始终紧跟时代步伐。 今年6月，曾芳勤更是喊出了"All in具身智能"的口号。 01 入选" ...

近日，韩国LG电子宣布，将在2026年1月于拉斯维加斯举行的国际消费电子展（CES 2026）上发布 其与高通合作的全新的AI座舱平台（AI Cabin Platform）。这款创新车载解决方案专为汽车高性能计算 （HPC）系统而设计，采用生成式人工智能（AI）技术，由高通技术公司提供支持。 有关人士表示，在传统车载系统中，往往将大量功能简单罗列，却忽视了用户的实际使用感受，导致功 能之间相互割裂，用户难以获得连贯、流畅的体验。而LG与高通合作的下一代智能座舱平台，将用户体验置 于核心位置，通过先进的神经网络架构，持续学习用户在驾驶过程中的行为习惯，将实现从功能堆砌到与用 户深度共创优质体验的华丽转身。 对于行业影响多大 有行业人士指出，供应商联手打造下一代智能座舱平台，其意义远不止于功能的叠加，更是一场车载AI 技术范式的深刻变革。传统智能座舱的AI应用，数据处理大多依赖云端，这使得车辆在信号不佳的区域，如 偏远山区、地下停车场等地，AI功能会大打折扣。而新平台实现了本地化AI推理，将AI模型运算直接置于车 载芯片中，这一转变标志着车载计算从"云端辅助"迈向"本地主导"的新阶段。 据称，在这一款下一代智能座 ...

Core Viewpoint - The article discusses LibrePods, a project that aims to unlock the exclusive features of AirPods for non-Apple devices, challenging Apple's ecosystem lock-in strategy [3][10][11]. Group 1: Product Overview - AirPods are known for their high quality but are expensive, typically costing around a thousand yuan, while standard Bluetooth headphones are much cheaper [1]. - The functionality of AirPods is heavily tied to Apple devices, leading to a significant drop in performance when used with non-Apple products [2]. Group 2: LibrePods Functionality - LibrePods reverse-engineers the private Bluetooth protocol of AirPods to enable their advanced features on Android and Linux devices [4][10]. - The main goal of LibrePods is to provide access to features like noise cancellation, transparency mode, ear detection, and battery status that are otherwise restricted to Apple devices [10][11]. Group 3: Compatibility and Features - Most features are expected to work with any AirPods, with testing primarily conducted on AirPods Pro 2, suggesting compatibility with other models based on protocol analysis [14]. - Key features supported include: - Noise cancellation mode switching without long-pressing [17]. - Automatic music control based on ear detection [17]. - Accurate battery status display [17]. - Multi-device connectivity, allowing seamless switching between two devices [17]. Group 4: Platform Support - Android is currently the most feature-complete platform for LibrePods, with various functionalities demonstrated through screenshots [18][24]. - Linux support is limited, with ongoing development aimed at full functionality [25]. Group 5: Technical Requirements - To unlock features, users must modify the VendorID to mimic Apple devices [26][27]. - Specific setup instructions for Linux and Android are provided, including configuration file edits and application settings [28]. Group 6: Additional Considerations - The article notes that recent firmware updates for AirPods require enabling "Off listening mode" to switch to a "closed" mode, affecting functionality [33]. - Users may need to re-pair AirPods after renaming them due to Android's Bluetooth limitations [33].

上周A股市场延续震荡格局，指数表现分化、科技成长占优。尽管重要会议强调对拉动内需的支持，11 月M2和社融规模增速保持稳定，CPI数据也有所回暖，但当前资金依然更青睐科技板块。周内A股交投 活跃度有所回升，日均成交额升至1.95万亿元。风格上看，科技成长领涨而周期、消费普遍下跌。整体 体现为：成长>周期>消费>金融。 金鹰基金表示，近期多项重要会议与数据落地，国内方面，上周政治局会议、中央经济工作会议先后举 行，初步奠定政策基调并明确"扩大内需"、"人工智能+"、"着力稳定房地产市场"等结构性方向。数据 上，11月CPI有所回暖、M2和社融规模增速保持稳定，但居民消费动力仍不足。后续需关注财政提效、 货币适度宽松与结构性政策落地对市场的持续提振。 海外方面，美联储超预期鸽派降息，但联储内部分歧加剧，提前重启技术性扩表应对流动性紧张，资本 市场在降息呵护下软着陆。但上周五科技板块集体下挫，市场对AI泡沫的担忧仍存，市场或呈阶段性 震荡。后续关注本周将公布的11月非农数据、明年初美联储新任主席的提名情况，我们认为美联储在明 年年初降息暂歇后，仍会持续开启降息，温和通胀和疲弱就业或依然支持美联储保持降息路径。 关注 ...