目前这款产品在京东售价5299元，在拍易得最新一期的 活动中成交价仅3179元，浏览器访问拍易得官网可获得 最新详情！ Apple iPhone 17 5G手机，搭载强劲性能芯片，支持高速 5G网络，畅享流畅通信体验。配备8GB运行内存与 256GB存储空间，多任务处理更高效，海量照片视频轻 松存储。经典黑色外观，融合精致工艺，质感出众，彰 显品味。iOS系统带来安全流畅的操作体验，摄像头系 统全面升级，捕捉每一刻精彩细节。无论是日常使用还 是娱乐办公，iPhone 17都是您的理想之选。 目前这款产品在京东售价5299元，在拍易得最新一期的活动中成交价仅3179元，浏览器访问拍易得官网 可获得最新详情！ Apple iPhone 17 5G手机，搭载强劲性能芯片，支持高速5G网络，畅享流畅通信体验。配备8GB运行内 存与256GB存储空间，多任务处理更高效，海量照片视频轻松存储。经典黑色外观，融合精致工艺，质 感出众，彰显品味。iOS系统带来安全流畅的操作体验，摄像头系统全面升级，捕捉每一刻精彩细节。 无论是日常使用还是娱乐办公，iPhone 17都是您的理想之选。 ...

Core Viewpoint - The Apple iPhone 17 5G smartphone is positioned as a high-performance device with advanced features, appealing to consumers seeking quality and reliability in their mobile experience [2][3]. Pricing Information - The current retail price of the Apple iPhone 17 on JD.com is 5499 yuan, while it is available for a promotional price of 3849 yuan on the Paiyide platform [2][3]. Product Features - The iPhone 17 is equipped with a powerful performance chip and supports high-speed 5G networks, ensuring a smooth and stable user experience [2][3]. - It includes 8GB of RAM and 256GB of storage, catering to multitasking and large storage needs [2][3]. - The device features a sleek white design that reflects Apple's minimalist aesthetic and high-quality feel [2][3]. - It is equipped with an advanced camera system and all-day battery life, suitable for photography, entertainment, and office tasks [2][3]. - The iOS ecosystem enhances the device's smart security and smooth operation, making it an ideal choice for those pursuing a quality lifestyle [2][3].

【CNMO科技消息】随着2026年的到来，小米对其部分手机的软件支持周期也进入了最后阶段。据外媒 报道，小米公布的设备支持时间表显示，旗下六款热门机型将在今年内陆续达到"生命周期终点"，这意 味着它们将不再获得官方的安全补丁或系统更新。 对于智能手机用户而言，了解设备的软件生命周期至关重要。厂商通过定期更新来保护设备免受最新的 数字威胁并改善用户体验。当一款设备达到"生命周期终点"时，即被宣布过时，厂商将不再为其开发专 属的新软件功能，但设备本身仍可继续使用。 据CNMO了解，小米12系列和12T系列即将迎来支持终点。其中，旗舰机型小米12和小米12 Pro的支持 将于2026年3月终止，其最终的主要操作系统版本将是"HyperOS 3"。而小米12T和小米12T Pro的支持则 将持续到2026年10月。 【CNMO科技消息】随着2026年的到来，小米对其部分手机的软件支持周期也进入了最后阶段。据外媒 报道，小米公布的设备支持时间表显示，旗下六款热门机型将在今年内陆续达到"生命周期终点"，这意 味着它们将不再获得官方的安全补丁或系统更新。 对于智能手机用户而言，了解设备的软件生命周期至关重要。厂商通过定期更 ...

Group 1: Apple Inc. Developments - Apple has reduced production and promotion of its Vision Pro headset due to sluggish sales, with its manufacturing partner Luxshare halting production early last year and significant cuts in digital advertising spend for the device in key markets [1] - Apple is planning to launch two new AI-driven wearable products, smart glasses and AI-powered AirPods, as early as 2026, indicating an intent to expand its Apple Intelligence platform across its hardware lineup [5] - CEO Tim Cook's recent purchase of Nike Inc. shares is drawing attention, as it parallels market trends and is seen as a potential indicator of a market bottom [6] Group 2: Masimo Corp. Developments - Masimo Corp. experienced a significant patent infringement victory against Apple worth $634 million, yet its quality score has dropped to 10.43, indicating weakness in its underlying fundamentals and placing it among the lowest-ranked stocks for operational efficiency [3] Group 3: Industry Insights - The CEO of Perplexity AI has warned that on-device intelligence could disrupt the centralized data center model, posing a threat to massive infrastructure investments in the AI sector [4]

Group 1 - The CES 2026, known as the "Spring Festival of Technology," will take place in Las Vegas, showcasing a pivotal moment for global competition among display and consumer electronics giants from China, Japan, and South Korea [2] - TCL, as the largest Chinese exhibitor, will have a booth area of 2,453 square meters, competing directly with international leaders like Samsung, LG, and Sony in the fields of display technology and AI applications [2] - 2026 is widely regarded as the "year of AI hardware implementation," with AI transitioning from cloud to edge applications, prompting TCL to shift its exhibition strategy from merely showcasing hardware specifications to focusing on an "AI + display" ecosystem [2] Group 2 - In addition to its display technology, TCL will emphasize "AI in practice" as a key theme at the exhibition, highlighting its comprehensive layout in the "AI life" sector [3] - TCL plans to unveil products such as the Thunderbird AI/AR glasses, the TCL AiMe companion robot, and a range of AI-integrated home appliances, showcasing its commitment to the growing market of embodied intelligence and AI-native terminals [3]

Summary of Key Points from the Conference Call Industry Overview Japan Semiconductors - The semiconductor market is experiencing strong growth driven by AI and datacenter demand, with a broader market recovery gaining momentum. However, risks include memory shortages affecting the supply chain and potential demand slowdown due to rising end product prices [3][29]. Consumer Electronics - The consumer electronics sector, particularly companies like Sony Group and Nintendo, has underperformed due to concerns over memory procurement and declining gross margins for products like PS5 and Switch 2. Despite expected margin deterioration in FY3/27, much of this risk is already reflected in current share prices [4][18]. Company Insights Panasonic Holdings - Panasonic is highlighted as a top pick due to anticipated significant profit growth from cost reductions and growth in datacenter energy storage systems, conductive polymer capacitors, and multilayer circuit board materials for AI servers. The divestiture of Panasonic Housing is expected to aid in portfolio restructuring [2][5]. Renesas Electronics - Renesas is noted for its flat stock performance in 2025, impacted by downward revisions of financial targets and losses from loans. However, datacenter revenue is projected to reach approximately 14% of total revenue in 4Q25, with growth expected to continue into 2026. Inventory adjustments in automotive and industrial segments may drive growth [6][29]. Financial Projections Market Forecast - Global GDP growth is projected at +3.3% for CY24, +3.2% for CY25, and +2.9% for CY26. The semiconductor market is expected to grow to $628 billion in CY24 (+19%), $781 billion in CY25 (+24%), and $940 billion in CY26 (+20%) [14]. Company Valuations - Panasonic Holdings (6752.T) has a target price of ¥2,500, currently trading at ¥2,092, indicating a potential upside of 27% [15]. - Renesas Electronics (6723.T) has a target price of ¥2,500, currently trading at ¥2,163, suggesting a 16% upside [15]. Risks and Considerations - The semiconductor industry faces long-term threats from China's initiatives to localize the semiconductor supply chain, which could impact global supply and demand dynamics [14]. - The memory super-cycle poses downside risks to hardware OEM earnings as the market heads into 2026 [18]. Additional Insights - The gaming industry is expected to benefit from AI advancements, with Sony's PS5 hardware sales projected at 15.8 million units, slightly above company forecasts [18]. - Nintendo's Switch 2 is expected to achieve hardware sales of 21.8 million units, exceeding company expectations [18]. Conclusion - The semiconductor and consumer electronics sectors in Japan are navigating a complex landscape of growth opportunities and risks. Companies like Panasonic and Renesas are positioned for potential growth, while broader market dynamics and supply chain challenges remain critical factors for investors to monitor.

Core Viewpoint - OPPO is making strategic adjustments in response to market contraction, particularly focusing on enhancing its presence in the Indian market through high-level personnel changes and potential partnerships with local entities [2][3]. Group 1: Personnel Changes - Liu Bo, former president of OPPO China, has ended his executive training early to lead efforts in India, marking the second high-level personnel adjustment in three months aimed at overseas markets [2]. - Liu Bo has a long history with OPPO, having joined in 2005 and held various key positions, including Chief Procurement Officer and President of the Emerging Mobile Terminal Division [3]. Group 2: Market Strategy - OPPO aims to strengthen its market position in India, where it currently holds a 13.9% market share, surpassing Samsung to become the second-largest player as of Q3 2025 [2]. - The Indian government has specific requirements for joint ventures with Chinese mobile companies, mandating that local partners hold at least 51% of the shares and that local executives are appointed [3]. Group 3: Future Prospects - Liu Bo's trip to India is seen as a critical move to negotiate potential capital investments from the Indian government in OPPO's joint ventures, which could help navigate regulatory challenges [2][3].

Group 1 - Apple has recently initiated a gray testing phase for the "Apple Intelligence and Siri" feature on certain domestic devices, with eligible users able to view related options in their device settings [1] - According to a technical consultant from Apple, the AI feature has not officially launched yet, and further announcements will be made on the official website [1] - The iPhone 15 Pro and newer models are expected to be compatible with Apple's AI due to high hardware requirements for the AI algorithms, while the iPhone 15's hardware does not meet these requirements [1] Group 2 - The technical consultant warned that some users have attempted to bypass restrictions using third-party software, which could impact their account and financial security [1]

Core Insights - Renowned investor Duan Yongping shared his investment performance on the Snowball platform, highlighting a significant return on Apple (AAPL.US) stock, with a cumulative return of 1623.48% and a current profit of approximately $34.26 million [1] Investment Performance - The account began purchasing Apple stock in November 2011, acquiring a total of 131,000 shares at an average price of $13.75 per share, resulting in a profit of $33.92 million and a return rate of 1881.8% [1] - A second purchase of 2,388 shares was made in December 2022 at an average price of $128.94 per share, yielding a profit of $342,700 and a return rate of 111.3% [1]

"小米将从现在做起，马上就改。但如果将此定性为恶意营销，这是很大的误解。"雷军称，小米将认真 听取用户意见，持续改进，也欢迎外界继续提出问题。（旺旺） 【环球网科技综合报道】2026年1月3日晚，小米董事长兼首席执行官雷军进行2026年首场直播，邀请工 程师现场拆解小米YU7。 直播中，针对网络上有关"小字营销"争议，雷军回应称，小字标注确实是行业中长期存在的问题，相关 批评是合理的，小米接受意见并将作出调整。他表示，今后产品注释将统一使用更清晰的字体展示。 ...