智通财经APP获悉，12月10日，群智咨询发文表示，2025年Q3全球平板电脑出货3850万台，同比增长2%，市场仍处于弱复苏区间。苹果(AAPL.US)凭借 促销及产品结构协同，跑赢行业增速；联想(00992)依托产品矩阵扩张与渠道优势，同比增32%。展望2025年，全球平板电脑出货规模预计有望达到1.47亿 台，继续实现同比增长。然而进入2026年，随着内存等核心器件价格上行压力显现，全球平板电脑市场增速或面临逆转风险。 | Vendors | 25Q3 | | 24Q3 | | YOY | | | --- | --- | --- | --- | --- | --- | --- | | | Shipment (Mil.units) | Market Share (%) | Shipment (Mil.units) | Market Share (%) | Shipment% | Market Share (%) | | Apple | 14.5 | 38% | 13.3 | 35% | ਰੇਮ | 2% | | Samsung | 6.4 | 17% | 6.6 | 17% | -2% | -1% | | ...

Group 1 - The A-share market experienced a collective decline on December 10, with the Shanghai Composite Index dropping by 0.62% during the session. Retail, forestry, and engineering machinery sectors showed positive performance, while computer hardware and electrical grid sectors faced significant declines [1] - The consumer electronics sector remains sluggish, with the Consumer Electronics ETF (159732) down by 1.28% as of 10:29 AM. Notable declines in component stocks include Shenghong Technology down by 5.68%, Pegatron down by 3.73%, and Huankai Electronics down by 3.40%. However, some individual stocks like Dongshan Precision and OmniVision Technologies saw increases of 3.33% and 2.93%, respectively [1] Group 2 - On December 3, Li Auto launched its first AI smart glasses, Livis, which seamlessly integrates vehicle control with AI assistance for daily use. Users can issue voice commands to control various vehicle functions without needing to take out their phones, covering many high-frequency scenarios [3] - The release of Livis is expected to enhance Li Auto's brand ecosystem and open new pathways for the development of AI glasses, differentiating from previous models that primarily extended mobile functionalities like payment and navigation [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, investing in 50 A-share listed companies involved in the consumer electronics industry, with a focus on electronic manufacturing, semiconductors, and optical electronics [3]

每经AI快讯，12月10日，小米集团发布了多个AI教育相关岗位招聘需求，涵盖教研产品经理、儿童与教育高级产品经理、高级商务等职位，表明其有意 涉足AI教育领域。 3. 结合gpt前沿和教育大模型,探索Al+教育的落地方 案，带来全新的个性化学习体验 4. 负责产品的数据分析,包括用户行为、产品使用情 况分析等,制定产品增长策略 5. 与开发团队紧密合作，确保产品按照预定计划和质 ...

以创新因子拓展全球市场 以开放合作提供广阔机遇 德勤中国近日发布的《德勤中国2025财年社会影响力报告》显示，在全球市场日益复杂多变的背景 下，中国企业"走出去"已从产品与资本的输出，迈入品牌输出、组织能力、管理机制及治理体系全面升 级的新阶段。一段时间以来，一系列中国品牌凭借科技含量、文化底蕴、设计灵感以及融通中外的情感 价值，受到越来越多海外消费者的青睐，产品知名度和影响力不断提升。 "全球消费者和投资者都将从中受益" 在德国勃兰登堡工业大学，建筑系的学生们迎来一名"新伙伴"——宇树科技人形机器人"艾迪"。在 课堂实操中，学生将切割好的木材交给"艾迪"，它便接着完成将材料转运至仓库的工作。该校数字化设 计研究专业项目负责人罗尔夫·施塔克表示，学校正探索将宇树科技人形机器人G1广泛应用于建筑教学 实践，并联合柏林工业大学等机构，研究人机协同在建筑施工中的可能性。 今年7月，2025年世界知识产权组织全球奖揭晓，宇树科技从95个国家的780多家公司中脱颖而出， 成为获奖企业之一，其在机器人领域的硬核实力获得全球认可。世界知识产权组织全球奖自2022年设立 以来已连续举办4届，是一项专门为各行各业的中小企业和初 ...

Core Insights - The transformation of offline mobile phone stores from sales points to service-oriented centers is evident, as consumers increasingly prefer to experience products in-store before purchasing online [1][67] - The focus on customer service and experience has become a competitive battleground for brands, with Apple, OPPO, vivo, and others enhancing their service offerings to attract consumers [67][70] Group 1: Apple Store Experience - Apple Store in Guangzhou emphasizes a "freedom" experience, allowing customers to explore products independently while staff are available for assistance when needed [2][6] - The store offers a dedicated service area for product knowledge sharing and support, although some services, like charging, require prior arrangements [10][14] - Overall, Apple Store provides a structured service experience, but it may lack a personal touch compared to other brands [14] Group 2: OPPO Store Insights - OPPO's flagship store in Guangzhou showcases a modern design and offers professional product recommendations without pressuring customers to make immediate decisions [15][19] - The store has separated sales and after-sales services, requiring customers to visit nearby service centers for repairs, which may affect convenience [23] - OPPO's staff are attentive to customer needs, providing detailed information on promotions and assisting with data transfer services [19][23] Group 3: Honor Store Features - Honor's store in Tianhe City combines sales and service, with staff providing enthusiastic product demonstrations and recommendations tailored to customer needs [27][31] - The store features a spacious waiting area for customers during data transfers, although the ambiance could be improved [27][31] - Honor offers a range of after-sales services, including a unique policy of 180 days for exchanges instead of repairs [31] Group 4: Vivo Store Experience - Vivo's store, despite its smaller size, provides a comprehensive service experience, including assistance with data transfer and customer inquiries [32][36] - Staff are proactive in offering help, especially to older customers, and the store provides amenities like free charging and water [36][40] - The store's layout includes a comfortable area for customers to relax while waiting for services [40] Group 5: Huawei Store Overview - Huawei's flagship store features a large space with a mix of technology products, including cars, creating a unique shopping experience [41][46] - Staff demonstrate high professionalism in explaining product features and services, although some services, like screen protectors, are considered expensive [46][54] - The store's service area is well-equipped for customer needs, including fast charging options [46][54] Group 6: Xiaomi Store Highlights - Xiaomi's new flagship store emphasizes a comprehensive experience, integrating various product categories and services [55][63] - Staff are trained to understand customer needs before making recommendations, enhancing the overall service quality [55][59] - The store also features unique offerings, such as the ability to experience Xiaomi cars and participate in live product launches [59][63] Group 7: Industry Trends - The shift in offline stores from sales to service reflects broader industry trends, with brands focusing on enhancing customer experience to remain competitive [67][70] - Instant retail models are emerging, allowing customers to order online while utilizing offline stores for fulfillment, thus bridging the gap between online and offline shopping [70][72] - The future of offline stores will depend on brands' commitment to service quality and customer experience, which are critical for long-term success [74]

12月9日凌晨，最近春风得意的 Google 举办了一场 Android Show: XR，第一次明确了 Android XR 的设备路线，第一次正式展示与三星合作开发的 AI 眼镜原 型机。 但如果只看到这些，这场 Android Show: XR 很容易被低估。 没有价格、没有参数堆叠，也没有试图用一款「颠覆性设备」占据活动核心。整场活动更像是一份克制到近乎冷静的路线说明，Google 花了大部分时间强 调 Gemini 与 Android XR 的系统整合，讲开发框架、讲 API，讲「Android XR 将覆盖哪些设备形态」，避免把焦点压在某一款终端硬件上。 在官方叙事中，Android XR 已经不再只是「支持头显的 Android 版本」，更是一个以 Gemini 为核心的全新计算平台。 低调的发布会，高调的XR新蓝图 Google 强调，Gemini 将作为默认的智能层存在于 Android XR 中，贯穿视觉、语音、环境感知与交互理解；而 Android XR 的角色，则是为这种多模态 AI 提 供稳定、可扩展、跨设备体验的系统载体。 以此为核心，Google 也一次性铺开了四条产品路线： X ...

Market Overview - On December 9, the Shanghai Composite Index fell by 0.37%, and the Shenzhen Component Index decreased by 0.39%, while the ChiNext Index rose by 0.61%[3] - The trading volume in the Shanghai and Shenzhen markets exceeded 1.9 trillion yuan, a decrease of over 130 billion yuan compared to the previous trading day[1] Sector Performance - The majority of industry sectors experienced declines, with the non-ferrous metals sector dropping more than 3%[1] - The top three sectors for capital inflow were components, communication equipment, and military electronics, while industrial metals, securities, and liquor saw the largest outflows[3] Investment Opportunities - The optical communication and consumer electronics sectors remain hot, driven by the global AI computing race and government policies aiming to create a trillion-level consumer electronics market[2] - New products like AI glasses and AI phones are expected to boost performance in the industry chain[2] Policy and Economic Outlook - The Central Political Bureau emphasized a more proactive fiscal policy to stimulate consumption, focusing on public service investments and targeted measures to enhance consumer spending[4] - The China Investment Corporation reported total assets of $1.57 trillion and net assets of $1.37 trillion as of December 31, 2024, with a 6.92% annualized net return on foreign investments over the past decade[6] Fund Market Dynamics - The public fund issuance market remains active, with 38 new funds expected to launch in the week of December 8 to 14, 2025, maintaining a high level of activity[11] - Over 60% of actively managed equity funds underperformed their benchmarks over the past three years, prompting many fund companies to tighten internal reviews[12]

Core Viewpoint - Citi's research report indicates a positive outlook for iPhone 17 series shipments as users of iPhone 12 and 13 enter a replacement cycle, leading to an upward revision of iPhone shipment forecasts for 2025 to 2027 with annual growth rates of 7.2%, 1.2%, and 5.6% respectively [1] Group 1 - The firm maintains a cautious outlook for Apple's near-term prospects but is optimistic about iPhone demand in 2027, anticipating a potential delay in the basic model of iPhone 18 until early 2027 [1] - Earnings per share estimates for Apple for the fiscal years 2026 to 2028 have been increased by $0.02, $0.19, and $0.08 respectively [1] - The target price for Apple has been raised from $315 to $330, with a continued "buy" rating [1]

Group 1 - Foreign companies are streamlining their operations in China, with Danone appointing Zhou Zhigang as the head of its specialized nutrition business starting January 1, 2026 [1][2] - Danone's organizational restructuring aims to accelerate transformation and enhance focus and agility, aligning with its "Revitalizing Danone" strategy [2][3] - Danone's CEO highlighted medical nutrition as a significant long-term growth opportunity, with adult medical nutrition in China experiencing double-digit growth annually for over a decade [3] Group 2 - Nestlé is also merging its Wyeth Nutrition and Nestlé Infant Nutrition businesses into a single unit, effective January 1, 2026, with Joel Seah as the head [4] - The baby formula market is under pressure, with Nielsen IQ reporting a growth rate of only 0.6% in Q2 2025, and a decline in marriage registrations by over 20% in 2024 [5] - Despite foreign brands maintaining a competitive edge, domestic brands like Feihe and Yili have surpassed foreign companies in market share [5][6]

来源：格隆汇APP 格隆汇12月10日｜迪士尼宣布，已提名苹果公司前首席运营官Jeff Williams为独立董事候选人，将在 2026年年度股东大会上进行选举。若获批准，迪士尼董事会成员总数将增至11人。Williams于今年早些 时候从苹果公司首席运营官的职位上退休，他曾参与2007年首款iPhone的发布，并领导了Apple Watch项 目以及公司在健康和健身领域的扩张。此次提名有望为迪士尼董事会带来第二位科技高管，此前 Instacart前总裁、Meta Platforms资深人士Carolyn Everson已于2022年11月被任命为董事。 ...