消费电子概念股大涨，多股盘中直线涨停。商业航天概念活跃，多股拉升大涨。 12月9日早盘，A股小幅震荡，主要股指涨跌互现，深证成指、创业板指飘红，上证指数、北证50、沪 深300等微幅飘绿。下跌个股远多于上涨个股，成交保持平稳。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 10 | 3918.83 | -5.25 | -0.13% | | 深证成指 | 2 | 13341.62 | 11.63 | 0.09% | | 北证50 | 3 | 1410.62 | -15.63 | -1.10% | | 万得全A | 4 | 6306.65 | -8.83 | -0.14% | | 科创50 | 5 | 1350.29 | -0.50 | -0.04% | | 创业板指 | 6 | 3224.38 | 34.12 | 1.07% | | 沪深300 | 7 | 4615.33 | -6.43 | -0.14% | | 中证500 | 8 | 7150.74 | -21.63 | -0.30% | | 中证800 | d | ...

每日经济新闻 今日早盘，AI产业链题材局部活跃，CPO、消费电子等板块涨幅居前，指数层面，创业板成长指数上涨1.9%，创业板指数上涨1.1%，创业板中盘200指数下 跌0.01%，创业板ETF（159915）半日成交额约23亿元。Wind数据显示，该ETF最新规模超1000亿元，位居创业板相关ETF第一。 ...

Group 1 - The AI glasses market is entering a new phase of scaled growth, with significant participation from major tech companies and startups [6][7] - Google announced the development of two types of AI glasses, with the first model expected to launch in 2026, in collaboration with partners like Samsung and Warby Parker [5] - The global smart glasses market is projected to ship 12.8 million units in 2025, a 26% year-on-year increase, with China's market expected to reach 2.75 million units, growing by 107% [6] Group 2 - As of December 8, over 40 concept stocks related to the AI glasses industry have a combined market value exceeding 1.8 trillion yuan, with an average increase of 16.35% this year [7] - Jiangbolong has seen a remarkable increase of 217.44% since 2025, making it the top performer among AI glasses concept stocks, with a net profit of 713 million yuan in the first three quarters of the year [7][8] - Institutional interest in AI glasses stocks is high, with nine stocks receiving more than ten institutional research visits this year, including Jiangbolong, which has been researched 56 times [7][9]

中信建投财富管理公众号发文，从基本面、政策面、资金面、估值面、技术面五个角度分析当前A股的 状态，并表示十分期待跨年行情。 1. 基本面：还未明显好转。 2. 政策面：逆周期政策仍在持续发力。 中共中央政治局12月8日会议指出，明年经济工作要坚持稳中求进、提质增效，继续实施更加积极的财 政政策和适度宽松的货币政策，发挥存量政策和增量政策集成效应，加大逆周期和跨周期调节力度，切 实提升宏观经济治理效能。 3. 资金面：增量资金正在陆续进场。除了险资和量化私募之外，A股目前已 呈现出增量资金多点开花的局面，比如个人投资者、国资、北向资金等等。 4. 估值面：市场向上或仍 有空间。截至2025年12月8日，万得全A的风险溢价为54.01%，仍处于机会值之上。当前阶段A股的整 体估值仍处于可以接受的阶段。 5. 技术面：在两波上升浪的推动下， 上证指数已突破2007年和2015年 的高点的连线。按照技术分析的理解，此压力线或将成为本轮行情有效的支撑线。 落实到投资策略， 该机构提出三个tips：(1)弹性维度：成长优于红利；(2)行业维度：科技(海外 算力、 消费电子、端侧、 机器人、 游戏、国内算力)+锂电( 固态 ...

Core Viewpoint - Apple is experiencing a significant leadership crisis, with four key executives resigning in a short period, indicating deeper strategic issues within the company, particularly in the AI sector [1][3]. Group 1: Executive Departures - Four high-ranking executives, including the AI and machine learning strategy head, the user interface design VP, the general counsel, and the environmental policy VP, have announced their departures within four days [1]. - Johnny Srouji, the head of Apple's custom chip division, is also reportedly considering leaving, highlighting a broader trend of instability across critical departments [3]. Group 2: Strategic Implications - This wave of departures is seen as a reflection of Apple's struggles in the AI era, raising concerns about the company's strategic direction under CEO Tim Cook [3]. - The resignations are not merely coincidental; they reveal a systemic trust crisis within Apple as it falls behind in the new AI wave [3]. Group 3: Internal Morale and Talent Drain - An internal survey indicated low morale within Apple's AI team, with employees referring to it as "AI/MLess," suggesting a lack of effective AI initiatives [4]. - There has been a significant talent exodus to competitors like OpenAI, Google, and Meta, with over ten core technical personnel leaving Apple in 2025 alone [4]. - The departure trend is moving from the executive level to engineers, with numerous top engineers transitioning to rival companies, further exacerbating Apple's challenges [4].

Core Viewpoint - The consumer electronics sector and commercial aerospace concepts are experiencing significant market activity, with many stocks hitting their daily limits and showing strong upward trends. Consumer Electronics Sector - The consumer electronics concept stocks have recently shown strong performance, with the sector index rising over 4% in early trading, reaching a one-month high [3] - Notable stocks include Furon Technology, which saw a sudden surge after an initial drop, hitting the daily limit and achieving a historical high, along with Zhongci Electronics and Dahua Intelligent, both of which opened with daily limits for the second consecutive day [3] - Institutional focus on the consumer electronics sector has intensified, with 154 institutions conducting 4,298 research sessions on 506 listed companies in the past month, with the electronics industry receiving the highest number of inquiries at 974 times, accounting for over 22% of total inquiries [6] - According to Huatai Securities, the electronics industry is expected to exhibit a "stronger strong" pattern by 2026, with leading companies possessing technological barriers and customer loyalty dominating the restructuring of the industry chain [6] Commercial Aerospace Sector - The commercial aerospace sector remains active, with the sector index reaching a historical high during trading [7] - Notable companies include Longzhou Co., which has seen its stock hit the daily limit for five consecutive days, and other companies like Zai Sheng Technology and Daye Co. also opened with daily limits [7] - The Shandong provincial government has reported successful completion of 21 offshore launch missions, placing 133 satellites into their designated orbits, establishing a leading position in offshore launch capabilities and frequency nationwide [9] - The commercial aerospace industry is entering a new era with the mass launch of satellites and the introduction of commercial launch vehicles, creating significant development opportunities for related industries [10]

消费电子概念股大涨，多股盘中直线涨停。商业航天概念活跃，多股拉升大涨。 消费电子股因此受到机构的重点关注，Wind数据统计显示，近1个月来，共有154家机构调研了506家上 市公司，累计调研4298次。其中，电子行业获调研次数最多，高达974次，占比超22%。 12月9日早盘，A股小幅震荡，主要股指涨跌互现，深证成指、创业板指飘红，上证指数、北证50、沪 深300等微幅飘绿。下跌个股远多于上涨个股，成交保持平稳。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | TR | 3918.83 | -5.25 | -0.13% | | 深证成指 | 2 | 13341.62 | 11.63 | 0.09% | | 北证50 | 3 | 1410.62 | -15.63 | -1.10% | | 万得全A | 4 | 6306.65 | -8.83 | -0.14% | | 科创50 | 5 | 1350.29 | -0.50 | -0.04% | | 创业板指 | 6 | 3224.38 | 34.12 | 1.07% | | ...

Core Viewpoint - Apple has introduced a new feature in iOS 26 for AirPods users that allows them to maintain audio playback through their headphones, addressing a long-standing issue with automatic Bluetooth audio switching [1][4]. Group 1: Feature Overview - The new feature, "Keep Audio Playing When Using Headphones," aims to resolve the problem of automatic audio switching when other Bluetooth devices are detected nearby [4]. - This automatic switching can lead to embarrassing situations in environments like driving or public spaces, where audio may unexpectedly switch to external speakers [4]. - Users can disable this automatic switching by navigating to Settings → General → AirPlay & Handoff → Enable "Keep Audio Playing When Using Headphones" [4]. Group 2: User Control and Experience - The feature is designed to give users more control over their audio experience, allowing them to prioritize headphone audio playback even when other compatible devices are connected [4]. - Apple has stated that this option is turned off by default to maintain the original user experience, but it provides a clear choice for users who require stable audio privacy [4]. - The "AirPlay & Handoff" settings page also includes multiple options for customizing interactions between iPhone, Mac, HomePod, CarPlay, and other Bluetooth devices, enhancing multi-device collaboration [5].

新浪科技讯 12月9日上午消息，近日，联想正式上线联想天禧AI足球智能体，为全球球迷带来智能观赛 新体验。此次活动也标志着，联想作为2026年世界杯官方技术合作伙伴，以及联想moto作为官方智能 手机合作伙伴的身份已全面激活。 据介绍，作为世界杯专属智能体，联想天禧AI足球智能体整合"主队选择、世界杯知识问答、主队签运 预测、死亡之组预测"等首批上线功能，可提供个性化赛事对话与预测，并在AI手机、AI平板及AI PC 端实现多场景适配，为球迷带来覆盖观赛全周期的智慧体验。 联想集团副总裁、中国区首席市场官王传东在活动现场表示，"自2024年起联想正式成为FIFA国际足联 最高级别的合作伙伴。此次合作超越了普通的赞助模式，联想将直接通过技术创新参与到FIFA覆盖全 球的足球赛事中。" 据介绍，作为世界杯专属智能体，联想天禧AI足球智能体整合"主队选择、世界杯知识问答、主队签运 预测、死亡之组预测"等首批上线功能，可提供个性化赛事对话与预测，并在AI手机、AI平板及AI PC 端实现多场景适配，为球迷带来覆盖观赛全周期的智慧体验。 责任编辑：杨赐 联想集团副总裁、中国区首席市场官王传东在活动现场表示，"自2024 ...

A股市场板块涨跌幅排行 中国经济网北京12月9日讯 今日早盘两市震荡，截至午间收盘，上证指数报3918.83点，跌幅0.13%；深证成指报13341.62点，涨幅0.09%；创业板指报 3224.38点，涨幅1.07%。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) ▼ 总成交额 (亿元) ▼ | 浄流入（亿元） ▼ | 上涨家数 | 下跌家 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 元件 | 2.48 | 1355.05 | 580.34 | 77.90 | ਦੇਤੋ | 6 | | 2 | 通信服务 | 1.34 | 880.17 | 154.47 | 3.03 | 24 | 19 | | ന | 零售 | 1.30 | 2957.46 | 185.43 | -4.58 | 46 | 23 | | ব | 军工电子 | 1.04 | 1953.50 | 352.79 | -18.71 | 40 | 22 | | 5 | 其他电源设备 | 1.02 | 473.20 | 141.01 | 0.13 | 20 | ...