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 ...

Core Insights - Logitech has launched the Signature Slim Solar+ K980 and Signature Slim Solar+ K980 for Business, which are wireless keyboards powered by any light source, eliminating the need for charging interruptions and setup stress [1] Product Features - The keyboards utilize Logitech's proprietary Logi LightCharge technology, allowing them to operate on both sunlight and artificial light [1] - They are designed with a full-size layout and laptop-style typing, catering to modern user needs [1] - The keyboards also offer smart customizations, enhancing user experience [1]

Group 1 - TCL Electronics' stock rose over 7%, reaching HKD 10.76 with a trading volume of HKD 169 million [1] - In the first half of the year, TCL Electronics reported revenue of HKD 54.78 billion, a year-on-year increase of 20.4%, and adjusted net profit attributable to shareholders surged 62.0% to HKD 1.06 billion [1] - According to CINNO Research, the market share of Thunderbird's innovative AI/AR glasses in China is expected to reach 39% in the first half of 2025 [1] - Counterpoint data indicates that in the second quarter of 2025, Thunderbird's innovative AR glasses will achieve a global shipment market share of 39%, marking its first position globally [1] - TCL Electronics launched the world's first split-type smart home companion robot, TCL AiMe, at CES, showcasing its capabilities in the AI+IoT+robotics integration field [1] Group 2 - According to China Merchants Securities, the company's short-term performance is benefiting from domestic subsidy policies and the resolution of uncertainties regarding export tariffs [2] - The long-term outlook is positive due to the continuous increase in global high-end market share, advantages in global supply chain layout, and expansion of innovative businesses along with cost efficiency optimization [2] - The company is strategically positioning itself in the AIoT sector to create a second growth curve, with Thunderbird leading in the AR/XR field and achieving the highest online market share during the "618" shopping festival [2] - The launch of multiple new products in the first half of 2025 further emphasizes the company's leadership in the AI+IoT+robotics integration space [2]

Core Insights - The chairman and CEO of Xiaomi, Lei Jun, expressed that the company's two key initiatives, electric vehicle production and chip development, were simultaneous decisions that involved significant investment of resources accumulated over the past decade [1] Group 1 - Xiaomi is focusing on two major business areas: electric vehicle manufacturing and chip development [1] - Lei Jun mentioned the immense pressure of managing both initiatives, likening it to the challenge of supporting two children in college [1] - The decision to invest heavily in these areas reflects a bold strategy, indicating a strong commitment to innovation and growth [1] Group 2 - An annual speech by Lei Jun is scheduled for September 25, where he will discuss the stories behind Xiaomi's chip development and electric vehicle projects [3]

Core Insights - Xiaomi's Chairman and CEO Lei Jun stated that the decisions to enter the automotive and semiconductor industries were made simultaneously, indicating a significant commitment of the company's resources [1][10] - The upcoming annual speech will focus on the theme of "change," highlighting the importance of dreams and perseverance in achieving growth [5][8] - Xiaomi's automotive division has shown strong sales performance, with a total of 224,800 vehicles sold in the first eight months of 2025, achieving 64% of its annual target [10] Group 1 - Lei Jun emphasized the immense pressure of investing heavily in both automotive and semiconductor sectors, likening it to supporting two children in college simultaneously [1] - The annual speech scheduled for September 25 will discuss the stories behind Xiaomi's semiconductor and automotive ventures [8] - Xiaomi's automotive sales have been impressive, with the Xiaomi SU7 leading the mid-to-large sedan sales and the Xiaomi YU7 topping the mid-to-large SUV category in August [10] Group 2 - Xiaomi has been investing significantly in semiconductor research and development, with over 13.5 billion RMB spent as of April 2023 and an expected R&D investment of over 6 billion RMB for the year [12] - The company reported a record revenue of 115.96 billion RMB for Q2 2025, marking a 30.5% year-on-year increase, and a net profit of 10.83 billion RMB, up 75.4% year-on-year [12]

Group 1: Meta's Augmented Reality Developments - Meta's Connect 2025 event showcased the Ray-Ban Meta Display, lightweight AR glasses featuring waveguide optics and gesture input through the new Neural Band, emphasizing context-aware computing [2][4] - The company also introduced updated Ray-Ban Meta Gen 2 frames and Oakley Meta Vanguard, targeting lifestyle and sports markets, positioning wearables as fashionable devices rather than bulky headsets [3] - Meta's focus on immersive hardware aims to lead consumer adoption of XR technology in daily life, despite not revealing new Quest VR hardware [4] Group 2: Tech Penny Stocks Activity - Tech penny stocks, defined as companies trading under $5, are experiencing unusual activity, attracting traders seeking volatility, with notable movers including Datavault AI, Oriental Rise Holdings, and New Era Energy & Digital [6][7] - The appeal of these stocks lies in low entry prices and potential for significant gains, although they are characterized by thin trading volume and weak fundamentals, increasing the risk of sudden price fluctuations [7][8] - Investors are advised to treat these stocks as speculative plays, akin to "lottery tickets," while maintaining a focus on stronger investments [9] Group 3: Market Dynamics and Investor Considerations - The contrast between Meta's AR innovations and the speculative nature of penny stocks illustrates the spectrum of risk and opportunity in the tech market [8][11] - Key factors to monitor include adoption rates for the Ray-Ban Meta Display, developer engagement in Horizon, and unusual trading activities in penny stocks [13]

Group 1 - The core message from Xiaomi's CEO Lei Jun emphasizes the simultaneous decision to venture into car manufacturing and restart chip production, indicating a significant commitment of the company's resources accumulated over the past decade [1][9]. - Lei Jun expressed the immense pressure of managing both business ventures while also supporting two children in college, reflecting on the courage required for such bold decisions [1][9]. - The annual speech scheduled for September 25 will focus on the theme of "Change," where Xiaomi plans to unveil insights about its new chip and automotive projects [2][4]. Group 2 - Lei Jun's social media activity leading up to the annual speech includes multiple posts that highlight the importance of dreams and perseverance in achieving growth and change [4][5]. - The upcoming annual speech is anticipated to provide deeper insights into Xiaomi's strategic direction and innovations in both automotive and semiconductor sectors [2][4].

Group 1 - Garmin Ltd. is recognized as one of the 10 Best S&P 500 Dividend Stocks to invest in, highlighting its strong position in the market [1] - The company employs a diversification strategy to mitigate risks by spreading its revenue sources across various sectors, including fitness trackers and automotive navigation systems [2] - Innovation is a key driver of Garmin's growth, supported by significant investment in Research and Development, and a vertically integrated manufacturing setup that allows for rapid product introduction while maintaining high quality [3] Group 2 - Garmin currently offers a quarterly dividend of $0.90 per share, which was increased by 20% in June, extending its dividend growth streak to 23 years [4] - The stock has a dividend yield of 1.53% as of September 21, making it an attractive option for dividend investors [4]

Core Viewpoint - The strong demand for the iPhone 17 series has led Wedbush to raise Apple's target price from $270 to $310, indicating a potential "real upgrade cycle" after years of sluggish releases [1]. Group 1: Sales Performance - Apple's stock surged over 4% on Monday, nearing historical highs, following the official release of the iPhone 17 series on September 19, which includes four models: iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max [2]. - The iPhone 17 series is showing signs of the strongest launch in recent years, with demand for the iPhone 17 expected to be 10%-15% higher than that of the iPhone 16 [3]. Group 2: Production and Supply Chain - Asian supply chain checks indicate a planned production increase of about 20% for both the base and Pro models of the iPhone 17 [3]. - The iPhone 17 Pro Max has quickly become the hardest model to purchase, with delivery times delayed by several weeks in multiple regions [3]. Group 3: Market Expectations - Wedbush believes that the common Wall Street forecast of 230 million units shipped in fiscal year 2026 is too low, suggesting a more reasonable range of 240-250 million units [3]. - Other investment banks, such as Morgan Stanley and JPMorgan, have also noted strong demand signals, with JPMorgan raising Apple's target price to $280 based on extended wait times [4]. - UBS has taken a more cautious stance, indicating mixed demand, with the acceptance of the iPhone 17 Pro and Pro Max not matching that of the iPhone 16 during the same period [4].