Apple Inc. (NASDAQ:AAPL) ranks among the hot stocks to invest in right now. On September 17, UBS reaffirmed its $220 price target and Neutral rating on Apple Inc. (NASDAQ:AAPL) after analyzing early iPhone 17 preorder data. According to analyst David Vogt, UBS Evidence Lab data monitoring iPhone availability across 30 regions shows a mixed response to the iPhone 17 lineup since preorders started on September 12. UBS pointed out a number of significant changes from last year’s introduction, including the ...

Core Insights - AI technology is fundamentally reshaping the terminal industry, shifting the competition from technical parameters to talent acquisition [1] - Honor's 2026 global campus recruitment has launched, with a 25% increase in AI and algorithm positions compared to 2025 [1][4] - The recruitment is part of Honor's "Global Million Eagles Plan," aimed at securing top talent for AI strategy implementation [4][5] Recruitment Strategy - Honor's recruitment approach has transformed from a traditional one-way information output to an interactive experience, allowing students to engage with cutting-edge AI technology [2] - Students act as "experience officers," simulating work scenarios and using AI tools to solve problems, showcasing their understanding and creativity [2][3] - This immersive experience allows Honor to assess candidates' thinking processes and their ability to utilize AI effectively [2] Organizational Transformation - The large-scale campus recruitment is a significant step in CEO Li Jian's "Global Million Eagles Plan," which aims to recruit key talents globally [4] - The plan focuses on four categories of talent: industry-leading technical experts, global market sales elites, outstanding graduates, and user experience officers [4] - Honor has restructured its internal organization, creating five new departments to align with the AI era, including AIOS and AI hardware divisions [5][6] Industry Context - The recruitment initiative reflects a broader industry concern regarding the talent shortage in AI, with 91.3% of surveyed companies facing a lack of AI professionals [7] - McKinsey predicts that by 2030, the demand for AI professionals in China could reach 6 million, with a potential talent gap of 4 million [7] - The competition for AI talent has intensified, with average monthly salaries for new AI positions reaching 46,518 yuan in 2023 [7]

Core Viewpoint - The AI glasses market is experiencing a significant bottleneck despite the initial hype, with high return rates indicating consumer dissatisfaction and product shortcomings [4][5][30]. Group 1: Market Dynamics - The AI glasses market in China has seen a surge in competition, referred to as the "hundred glasses war," with many brands focusing on low-cost, low-quality products [4][5]. - Meta, as an early explorer in the AI glasses field, is expected to break the current stagnation with its new product launches [5][6]. - Meta has launched three new AI glasses models, showcasing advancements in hardware innovation and AI integration, but lacking disruptive technological upgrades [6][10]. Group 2: Product Features - The three models released by Meta include Ray-Ban Meta Gen2, Oakley Meta Vanguard, and Meta Ray-Ban Display, each targeting different market segments [9]. - Key improvements in the new models include enhanced camera resolution (upgraded from 12MP to 3K video capability), better stabilization, and significantly improved battery life [10][11]. - The pricing of Meta's AI glasses is competitive, with the Ray-Ban Meta Gen2 starting at $379, which is lower than some domestic counterparts [11]. Group 3: Technical Specifications - The Meta Ray-Ban Display features a display resolution of 600x600, a field of view of 20 degrees, and a refresh rate of 90Hz, indicating a strong performance in clarity and usability [14][15]. - The product includes a Meta Neural Band for interaction, allowing users to control the glasses with subtle hand movements, although this design has sparked debate regarding user experience [16][20]. Group 4: Industry Challenges - Despite the promising features, the launch event revealed several technical issues, highlighting the product's immaturity and the challenges in hardware-software integration [17][20]. - The AI glasses market is characterized by high return rates, with estimates suggesting 30-50% return rates on platforms like JD and Douyin, indicating significant consumer dissatisfaction [29][30]. - Common user complaints include discomfort during prolonged use, inadequate functionality compared to smartphones, and privacy concerns related to data collection [32][34]. Group 5: Future Outlook - The AI glasses market is still in a "high heat" state, with significant growth in sales volume, but the high return rates reflect ongoing challenges that need to be addressed for sustainable growth [29][35]. - Industry experts believe that while the current state of AI glasses is not ideal, the potential for future development remains strong, as indicated by Meta's confidence in its product lineup [35].

Core Viewpoint - iQOO 15 introduces advanced gaming technologies including the 2K Samsung Peak Screen, self-developed gaming chip Q3, and Monster Super Core Engine, aiming to bridge the visual gap between mobile and PC gaming [1] Group 1: 2K Samsung Peak Screen - The 2K Samsung Peak Screen features 2K LEAD OLED technology, offering seven advantages in clarity, brightness, color, eye protection, power consumption, lifespan, and touch response, significantly enhancing gaming experience [3] - The screen achieves peak brightness of 1000 nits, local peak brightness of 6000 nits, and full-screen peak brightness of 2600 nits, while maintaining excellent power efficiency [3] - The eye protection capabilities have been certified by Rhein for non-polarized display and gaming eye protection [3] Group 2: Self-developed Gaming Chip Q3 - The Q3 chip is a culmination of iQOO's five-year development, featuring capabilities such as full-scene ray tracing, game super-resolution, and game super-frame, positioning it as a mobile independent graphics card [5] - The QNSS Super Rendering Engine within the Q3 chip allows for significant performance and quality improvements with reduced performance overhead [6] - The chip aims to deliver gaming visuals comparable to console graphics, enhancing the overall gaming experience [5] Group 3: Monster Super Core Engine - The Monster Super Core Engine includes the "Prophet Scheduler" and "Lightning Accelerator," designed to optimize performance for professional esports requirements [8] - The "Prophet Scheduler" predicts the computational needs for each game frame, ensuring efficient resource allocation and preventing frame drops [8] - The "Lightning Accelerator" enhances game response times by optimizing the rendering process and managing memory usage effectively [9]

格隆汇9月24日｜近日，商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导 意见》。《指导意见》指出，鼓励企业加速研发创新，增加人工智能终端产品有效供给，释放人工智能 手机、电脑、智能机器人、可穿戴设备、桌面级3D打印设备等新产品消费潜力。加快智能家电、智能 安防、视频照护系统等研发及互联互通。开展智能网联汽车准入和上路通行试点。培育建设新消费品 牌，推动数字国潮等品牌创新发展。 ...

"这里用手机的人很多，据我观察，可能10个人里9个都用上了。但使用智能手机并且上网的人不多，10个人中大概只有3、4个"。在非洲几内亚从事贸易 生意的武哥说道。他来自江苏，在几内亚已经打拼了十多年。 "这里用固定宽带的人更少，智能手机几乎是他们唯一的上网方式，但即使这样，手机上网的人也不多，"武哥表示。 根据ITU（国际电信联盟）和GSMA最新发布的数据，尽管全球96%的人口生活在有移动互联网覆盖的地方，但仍有31亿人没有使用移动互联网，占全世 界人口的38%。 导致如此多人没有用上移动互联网的一个主要"拦路虎"，就是智能手机成本较高，尤其在低收入国家和地区，许多人买不起智能手机。据ITU估算，如果 将智能手机价格降低到20美元，将使智能手机的可负担性差距从世界人口（15岁以上）的约23%缩小到14%。 于是，"平价手机"成为消除"使用鸿沟"的重要突破点。 1 用不起智能手机 几内亚位于西非，是联合国认定的最不发达国家之一。调研机构Data Reportal发布的数据显示，2025年初，几内亚活跃的蜂窝移动连接总数已达1420万， 相当于总人口的95.1%，渗透率颇高。 图源：unsplash 但同时，几内亚 ...

人民财讯9月24日电，9月24日，在第四届北斗规模应用国际峰会上，华为宣布正式推出北斗卫星语音消 息技术，将首发应用于华为新款WATCH Ultimate2，支持在野外等无网络状态下单次最长10秒语音快速 传输。目前已有超60款华为产品支持北斗卫星消息功能。 ...

Core Insights - The article discusses the investment strategies of Warren Buffett, particularly his preference for companies with understandable business models, such as Apple and VeriSign, over high-tech stocks like Nvidia [1][5][6]. Company Analysis - Nvidia has experienced significant growth, with its shares surpassing a $4 trillion market cap, driven by the demand for its GPUs in AI applications [2]. - VeriSign holds a monopoly on .com and .net domain registrations, which provides it with a stable revenue stream and the ability to increase prices over time [7][9]. - The company has shifted its strategy to work closely with registrars to enhance customer acquisition, resulting in strong net increases in domain registrations in early 2025 [10]. Financial Performance - VeriSign's stock has risen over 38% in 2025, outperforming Nvidia's 31% gain, indicating strong market performance [3][11]. - The company's financial structure allows for slow and steady growth, with manageable capital expenditures relative to its revenue base [12]. - Despite the positive outlook, VeriSign's stock is considered expensive at around $285 per share, trading at 32 times forward earnings estimates, which raises concerns about potential multiple compressions [13][14].

华为的又一个王炸来了，捅破手机摄影的天花板，就在刚刚华为首次对外曝光了他们的影像科学实验 室，1100平米的神秘基地，31个标准化场景......本期一起来看看华为的成功秘诀。 ...

9月24日一早，小米集团董事长兼CEO雷军在微博发文称：造车和重启造芯，几乎是同时做的决策，把小米前十 年攒下的家底全押上了。说实话，"同时供家里两个孩子上大学"，压力巨大。 现在想想，都会感慨，当时哪来这么大的勇气。 24日中午，雷军发布一段视频，就年度演讲提前回答了一些大家关心的问题。 雷军回应称：这些事情不是我一个人干的，我们每个业务都有非常优秀专业的团队，而且手机、汽车芯片是相 互关联的。这些业务可以相互协同相互促进。 "汽车和芯片都很烧钱，怎么敢同时干的?" 雷军称，"造芯片和造车，一上来就拍了1000个亿，几乎是当时公司账上所有的钱，压力很大。" 还有网友提问到"对标苹果保时捷特斯拉，不管做什么，非得要对标吗？" 对此，雷军表示：这几家公司都是各个领域的世界第一，敢于对标世界第一就是一种勇气。只有对标第一，学 习第一，才能最终赶超第一。 至于为何坚持办演讲，雷军坦言，虽然演讲不是自己的长项，但希望有一个机会能和大家深入沟通，介绍一下 小米是一家什么样的公司，小米正在做什么事情，让大家能够了解小米。 有网友提问："造车造手机，还做大芯片，你忙得过来吗？" 据悉，小米将于9月25日晚7点举办雷军年度演 ...