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 ...

12月15日上午，A股三大指数走势分化，上证指数盘中上涨0.18%，保险、林木、软饮料等板块涨幅靠 前，摩托车、电脑硬件跌幅居前。消费电子低迷，截至10:45，消费电子ETF（159732）下跌1.73%，其 成分股佰维存储下跌4.77%，胜宏科技下跌4.19%，东山精密下跌4.16%。部分个股活跃，环旭电子上涨 6.41%，信维通信上涨5.59%。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上市公 司，行业主要分布于电子制造、半导体、光学光电子等市场关注度较高的主流板块。 （文章来源：每日经济新闻） 银河证券表示，智能眼镜品类持续受到关注，阿里智能眼镜热销进一步验证该品类的市场潜力。关于手 机、PC等成熟大品类市场将受到存储价格上涨带来的不利影响，但是AI+会成为其中更重要的变量。 根据IDC，2025年第三季度全球智能眼镜（Smart Eyewear）市场出货量429.6万台，同比增长74.1%。其 中全球音频和音频拍摄眼镜市场出货量299.4万台，同比增长287.5%；AR/VR市场出货130.2万台，同比 下滑23.2%。 ...

Core Viewpoint - The article discusses the emergence and functionality of "motion sickness mode" in smartphones, particularly focusing on how it aims to alleviate discomfort for users who experience motion sickness while using their devices in vehicles [6][7]. Group 1: Understanding Motion Sickness Mode - Motion sickness occurs due to conflicting signals between the inner ear and the eyes, leading to symptoms like nausea and cold sweats when users focus on a stationary screen while in a moving vehicle [9]. - Apple was the first to introduce this feature with "Vehicle Motion Notification" in iOS 18, which visually represents vehicle movement on the screen to help mitigate dizziness [9][12]. - Other smartphone manufacturers have followed suit, implementing similar features under various names, such as "Motion Sickness Relief Display" by Honor and "Motion Visual Aid" by Vivo, all aiming to provide dynamic visual feedback during vehicle motion [12][18]. Group 2: Technical Implementation - The implementation of motion sickness mode involves three main steps: sensing the vehicle's movement, processing the data to create a motion model, and displaying visual cues on the screen [13][17]. - Different manufacturers have varying approaches to sensitivity and responsiveness in detecting vehicle motion, with some opting for more aggressive detection algorithms [16][24]. - Xiaomi stands out by integrating this feature into both its smartphones and electric vehicles, adjusting driving dynamics to reduce motion sickness [27]. Group 3: Effectiveness and User Experience - The effectiveness of motion sickness mode varies; it can significantly help those with mild motion sickness but may not fully alleviate symptoms for severe cases [31]. - Users are advised to start with moderate settings for visual cues to avoid overwhelming their senses, finding a balance that minimizes discomfort while still providing necessary feedback [31][32]. - The article suggests that for frequent commuters, automatic activation of this mode can enhance user experience by reducing the need for manual adjustments [28]. Group 4: Industry Trends - The introduction of motion sickness mode reflects a broader trend in the smartphone industry, shifting focus from hardware specifications to enhancing user experience by addressing overlooked pain points [34][37]. - As manufacturers continue to innovate in this area, features like motion sickness mode may become critical factors in consumer decision-making when choosing devices and vehicles [37].

Core Viewpoint - Huawei officially announced the launch of the nova 15 series and other new products on December 22, showcasing a significant upgrade in design and performance [1] Group 1: Product Launch - The nova 15 series will be unveiled alongside tablets, wearables, and HarmonyOS smart home products [1] - The promotional materials indicate a complete redesign of the nova 15 series, featuring a horizontal dual-ring camera design [1] - The series will be endorsed by celebrity Yi Yang Qianxi, highlighting its market appeal [1] Group 2: Upgrades - Significant upgrades in imaging and performance are expected for the nova 15 series [1]

Core Viewpoint - The recent unveiling of Project Aura, a consumer-grade AR glasses product developed by XREAL in collaboration with Google, marks a significant advancement in the consumer electronics sector, with a market launch planned for 2026 [1]. Group 1: Market Performance - As of December 15, 2025, the China Securities Consumer Electronics Theme Index (931494) showed mixed performance among its constituent stocks, with Ringxu Electronics (601231) leading with a 4.76% increase, followed by XW Communications (300136) at 2.00%, and Anker Innovation (300866) at 1.52% [1]. - The Consumer Electronics ETF (561600) was quoted at 1.17 yuan [1]. Group 2: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and complete brand design and manufacturing, reflecting the overall performance of the consumer electronics sector [2]. - As of November 28, 2025, the top ten weighted stocks in the index included Luxshare Precision (002475), Cambricon (688256), Industrial Fulian (601138), and others, collectively accounting for 56.39% of the index [2]. Group 3: Investment Insights - China Galaxy Securities emphasizes that AI applications will be a key focus for investment in the technology sector in the coming years, suggesting continued attention to industry developments related to edge AI [1]. - The report also highlights the importance of monitoring investment opportunities within the Apple supply chain and new categories of consumer electronics [1].

无论外界对每一代产品有多少批评，苹果都能在营销层面逆转口碑。 很多年前开始，苹果每年都会重复做一个营销主题——「Shot on iPhone（用iPhone摄制）」，但主要集中于平面摄影、广告大片和电影等等。 如今，苹果的策略更加激进，直接来到了赛事转播上。 不久前的MLS杯决赛，上演了一场梅西VS穆勒的大戏，最终迈阿密国际以3比1击败温哥华白浪夺冠捧杯，而版权持有方苹果和联盟一起，打造了MLS史 上规模最大的赛事转播。 不算赛前仪式，在正式比赛进行到10分31秒的时候，出现了全场第一个「Shot on iPhone」镜头，迈阿密球迷在看台加油助威，持续了10秒钟。在近110分 钟的直播中（比赛加庆典），「Shot on iPhone」镜头的露出时间为2.6分钟，占到了2.73%。 据体育产业生态圈观察发现，出现的镜头主要分为两种，一个是看台和球迷（远景和近景）；第二是以贝克汉姆为主的老板、亲友团（中景为主）。每次 出现iPhone拍摄的画面，赛事的右下角都会出现「Shot on iPhone」的字样。 但在这次转播中，最特殊的一点在于iPhone17 Pro Max作为摄影设备，被整合到了整个转播中，全场共 ...

Summary of XW Communication Conference Call Company Overview - XW Communication's core business remains focused on consumer electronics, including antennas, wireless charging, and structural components [2][4] - The company is committed to developing next-generation antenna solutions to re-enter Apple's supply chain [2] Key Developments - XW Communication launched a transparent glass antenna solution, samples have been sent to a major North American client, and it is expected to be used in Apple's 20th anniversary model, potentially generating annual revenue of $2.3 billion to $2.5 billion [2][4] - In 2025, XW Communication added a new client, iO Company, which plans to enter the hardware supply chain with an expected shipment of 20 million to 30 million units in 2026, contributing approximately 3 billion RMB in revenue and an incremental profit of 600 million RMB [2][5] - Amazon will become a new client for satellite-related products in 2025, with significant growth anticipated to boost the company's satellite business revenue [2][5] Satellite and Automotive Business - In the satellite sector, XW Communication's revenue from major clients like SpaceX and Amazon exceeded 1 billion RMB in 2025, with expectations for rapid growth [2][6] - The automotive sector focuses on in-vehicle wireless charging and antennas, with new projects expected to ramp up in 2026, projecting automotive revenue to exceed 1 billion RMB [2][6] Financial Projections - Projected net profits for XW Communication are approximately 800 million RMB in 2025, 1.4 billion RMB in 2026, and 1.9 billion RMB in 2027, indicating a clear upward trend in performance [2][7] - The company's valuation is considered relatively attractive, leading to a strong recommendation for XW Communication as a core investment target [2][8] Additional Insights - The company has experienced fundamental changes in 2025, with new business cultivation and expected volume increases, marking the beginning of a performance upcycle [3]