Group 1 - The core viewpoint of the article is that Xiaomi's naming of the "Xiaomi 17" series is not an attempt to capitalize on Apple's popularity, but rather reflects significant product improvements and innovations [1] - Xiaomi's president, Lu Weibing, emphasized that the design of the Xiaomi 17 series is based on the company's own design language and technological direction, rather than imitation [1] - The Xiaomi 17 series will feature Qualcomm's latest flagship chip, which will be globally launched with this series, indicating a longer gap before competitors release similar devices [1] Group 2 - The Xiaomi 17/Pro/Pro Max flagship smartphones are set to be released this month, featuring the global debut of the Snapdragon 8 Elite Gen5 chip [2] - The Snapdragon 8 Elite Gen5 chip has reportedly achieved AnTuTu benchmark scores exceeding 4 million, pushing the limits of current smartphone performance [2]

You've been watching images of the Apple's flagship store in Manhattan opening its doors as the iPhone 17 and other products go on sale. And our man Steve Kovak is on the ground right there. He joins us now.Good morning. >> Hey Andrew. Yeah, we're watching Chip Cook and that's uh his colleague Dear O'Brien next to him.She's the head of retail welcoming those first customers in. Uh those are the people who pre-ordered and got their spot in line. I was talking to many of them and I want to bounce on what Gene ...

Core Insights - Macquarie Asset Management's "Macquarie Core Equity Fund" reported a strong performance in Q2 2025, with the Institutional Class returning 11.94%, outperforming the S&P 500 Index which rose by 10.94% [1] - The equity market's strength was attributed to reduced concerns over potential tariffs from the Trump administration, which paused tariff implementation [1] Fund Performance - The fund's relative performance was primarily driven by sector selection (80%), with individual security selection contributing the remaining 20% [1] - The fund's top five holdings were highlighted as key picks for 2025 [1] Apple Inc. Analysis - Apple Inc. (NASDAQ:AAPL) experienced a decline in Q2 2025, underperforming the S&P 500, but contributed positively to the fund's relative performance due to an underweight position, approximately 50% lower than the benchmark weight [3] - Apple Inc. reported a revenue of $94 billion for the June quarter, reflecting a 10% year-over-year increase [4] - Despite its strong attributes and repurchase intent, Apple is struggling to grow at historical rates due to the maturation of key products [3] Hedge Fund Interest - Apple Inc. ranked 8th among the 30 Most Popular Stocks Among Hedge Funds, with 156 hedge fund portfolios holding the stock at the end of Q2 2025, a slight decrease from 159 in the previous quarter [4]

Product Launch & Features - iPhone 17 launch is a major event, akin to the Super Bowl for Apple [1][2] - iPhone 17 Pro offers a new design, enhanced performance, and next-level camera capabilities [2] - iPhone 17 Air provides pro performance in a thin, light design [3] - AirPods Pro 3 features live translation and a significant upgrade in audio quality compared to previous versions [6] - New selfie camera features include center stage, automatic readjustment for more people, and landscape mode selfies in portrait mode [8][9] - Picture-in-picture feature allows users to share their excitement during FaceTime calls [9] Sales & Supply - Trade-in values are high, and tariffs do not increase prices [4] - Phones may be available for free with carrier plans [5] - Supply is maintained in stores for walk-in customers and pre-orders [5] - Dubai, China, and India are experiencing strong demand [5][13] AI & Health - AI is integrated throughout Apple products, such as live translation, though not explicitly labeled as such [7] - Apple Watch is expected to notify 1 million (1,000,000) people about potential hypertension this year, addressing a global issue affecting over 1 billion (1,000,000,000) people [7] Manufacturing & Competition - Apple is open to competition in the foundry business and welcomes Intel's potential return [11] - Apple is investing in US manufacturing and training programs, such as the manufacturing academy in Detroit [12]

Core Viewpoint - Xiaomi Group's President Lu Weibing emphasized that the upcoming Xiaomi 17 standard version will offer more features without increasing the price, while the Pro series will be priced between 5000 to 6000 and 6000 to 7000, indicating a potential upward price adjustment in the future [1] Group 1 - The Xiaomi 17 standard version is marketed as "more for the same price," highlighting the company's commitment to providing value to users [1] - The Pro series pricing strategy suggests a tiered approach, with prices set between 5000 to 6000 and 6000 to 7000, indicating a premium positioning for higher-end models [1] - Lu Weibing reiterated that regardless of the pricing, Xiaomi's goal is to ensure that users feel they are receiving exceptional value for their money, which remains a core principle of the company [1]

Look, I think it's going to move the needle. I mean, I think especially in China, there's definitely when I saw pent up demand, I think street numbers continue to be pretty conservative to maybe low. And I know that's a great setup.Look, the reality is that this is not going to be a supercycle. There's nothing here that makes you think that this is going to be the game changer that everyone's been waiting for. But I do believe, given the install base, given some of the tweaks here and ultimately on the way, ...

责任编辑：刘万里 SF014 新浪科技讯 9月19日晚间消息，今日，小米集团合伙人、总裁卢伟冰表示：其实在我们做玄戒的时候， 当时就有一个大的策略，就是未来小米要走自研芯片+外在芯片双线并行的这样一个方向和路线。就是 两条腿走路，所以这个是我觉得是我们明确的。 他还提到：我想告诉大家，这一次小米17系列会采用高通最新一代的旗舰芯片，并且小米这一次也是全 球首发，并且可能首发间隔的时间会有点长，大家如果说等其他友商的，那可能时间会比较长一些。 （罗宁） ...

Apple's iPhone 17 going on sale today. Fans lining up from Beijing to London to get their hands on the latest piece of hardware where in early a signal shows strong demand for the iPhone 17 lineup. But Apple's still grappling uh with AI issues, increasing competition, and we're going to take you live to Apple's flagship store uh here in New York City for that opening uh at 8:00 a.m. Eastern time. >> Ahead on Squawkbox, is it safe for investors to get behind Intel.The stocks had a rough run. We're going to t ...

新浪科技讯 9月19日晚间消息，小米集团总裁卢伟冰今日开播，谈及小米17系列背后的故事。 产品命名为什么跳过小米16？是不是蹭苹果热度？卢伟冰表示，不是蹭苹果热度，一是这次产品力提升 非常大，二是7是小米非常幸运的数据，比如小米SU7、小米YU7。 他表示，对苹果这家公司非常尊敬，各方面都很强。小米从全面对标到正面竞争，有些地方有差距，但 有些已经领先。小米17是与苹果正面交锋的新起点。 责任编辑：刘万里 SF014 ...

Core Viewpoint - Xiaomi Group's president, Lu Weibing, emphasized that the company is not merely riding on Apple's coattails, highlighting significant improvements in product capabilities [1] Product Upgrade - Lu Weibing described the recent product upgrades as a "jump change" rather than a major upgrade, indicating a substantial evolution in their offerings [1] - The number 7 is considered a lucky number for Xiaomi, with references to models like su7 and yu7, suggesting a strategic branding element [1]