Core Viewpoint - The launch of the vivo X300 series flagship smartphones establishes a new paradigm of "Zeiss 200 million imaging dual flagship," focusing on professional imaging and achieving comprehensive upgrades in performance, system, and design [2] Group 1: Product Features - The vivo X300 Pro is positioned as one of the "Zeiss 200 million imaging dual flagships," featuring the Zeiss APO 200 million super telephoto lens and a main camera developed in collaboration with Sony, utilizing the blueprint × LYT-828 sensor [2] - The series incorporates the self-developed blueprint imaging chip V3+ and the Dimensity 9500 flagship platform, enabling a comprehensive innovation in mobile imaging from parameters to scene experience [2] - All models are equipped with the second-generation semi-solid blue sea battery, offering battery life comparable to larger capacity models [2] Group 2: System and Performance - The new OriginOS 6, reconstructed with the "Blue River Smooth Engine," has received certification for "5 years of persistent smooth performance under heavy usage" and innovatively supports interconnectivity with the Apple ecosystem [2] - vivo has collaborated deeply with MediaTek to define the imaging super-efficient NPU of the Dimensity 9500, enhancing performance and energy efficiency [2] Group 3: Market Performance - vivo has maintained the top annual market share in China for four consecutive years and remains in the leading tier of the high-end market priced between 4000-6000 yuan [2] - The vivo X300 series has gained widespread market recognition and has been included in annual recommendation lists due to its outstanding product capabilities [2]

Core Insights - Apple's annual sales volume remained stagnant between fiscal 2022 and fiscal 2024, with a slight decline observed. However, recent results and a positive outlook for the holiday quarter indicate a potential end to this period of suppressed sales [1][2]. Group 1: Financial Performance - In fiscal Q4 2025, Apple reported revenue of $102.5 billion, reflecting an 8% year-over-year increase, driven by strong iPhone sales and double-digit growth in services [2]. - The company anticipates a revenue growth rate of 10% to 12% year-over-year for fiscal Q1, with iPhone revenue expected to grow at a double-digit rate [4]. - The holiday quarter is projected to be significant for Apple, marking the first full quarter of sales for the latest iPhone lineup, which is expected to drive sales throughout the fiscal year [5]. Group 2: Services Segment - Apple's services segment, which includes high-margin revenue from app sales, subscriptions, and native services, experienced a 15% year-over-year growth in fiscal Q4 [6]. - The gross margin for the services segment was reported at 75.3% in fiscal Q3, significantly higher than the 36.2% gross profit margin of Apple's product segment [7]. - Management expects the services revenue to continue its double-digit growth into fiscal 2026 [6][8].

Core Insights - The article discusses the potential impact of Apple's intelligence developments on its stock performance, suggesting that significant insights may not emerge until at least spring 2026 [1] Group 1: Analyst Profile - JR Research is identified as an opportunistic investor recognized by TipRanks and Seeking Alpha for his expertise in Technology, Software, and Internet sectors [1] - The analyst focuses on identifying growth investment opportunities with attractive risk/reward profiles, aiming to generate alpha above the S&P 500 [1] - His investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1] Group 2: Investment Group - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors [1] - The group targets stocks with strong growth potential and contrarian plays, with an investment horizon of 18 to 24 months [1] - It is designed for investors looking to capitalize on growth stocks with robust fundamentals and attractive valuations [1]

IT之家 12 月 29 日消息，"华为终端"官方微博宣布"熊猫和花"主题华为全能充臻选礼盒将于 12 月 31 日 10:08 正式开售，内含一系列"熊猫和花"主题配件， 定价为 739 元。 具体来说，该礼盒内含华为自带线全能充移动电源 (100W 12000) 熊猫和花主题限定版、华为全能充多口充电器 (Max 100W) 熊猫和花主题限定版、华为编 织数据线 (Max 120W) 熊猫和花主题限定版，另外含赠送帆布包、行李牌、贴纸等。 IT之家附产品参数如下： 华为自带线全能充移动电源（100W 12000）熊猫和花主题限定版： 这款充电宝售价 399 元，是华为首款 100W 旗舰级高功率移动电源，在机身正面印上了熊猫花花（和花）联名主题，背面的 SCP 快充 Logo 也拥有"小彩 蛋"，其单口最高可输出 100W 电力，可在 30 分钟内将 Mate 70 Pro 充至 85%。 参数方面，这款充电宝的容量是 12000mAh，配备动态功率分配技术，可让两台设备一起快充，还支持桥接功能，只需要一个充电器就能同时为充电宝和手 机供电，兼容 SCP、UFCS、PD、PPS、QC 等快充协议，搭载"旗 ...

IT之家 12 月 29 日消息，博主 @数码闲聊站 今日发文透露，Top5 某厂明年的影像旗舰目前超大杯正常测试中，没有网传的取消，主摄端也在重新评估 1 英 寸方案，多光谱像素升级，还是极致影像赛道。 据博主分享，该机型此前曾测试了国产 200Mp 1/1.28"± 和 50Mp 1/1.28"± 镜头方案。结合评论区讨论来看，博主此次爆料的机型为 Pura 90 系列，有望为 Pura 90 Pro+ / Pura 90 Pro Max（具体命名暂未公布）。 有网友询问新机的电池容量能否来到 7000mAh 级，博主表示："目前试模电池是 6 开头。" | 微博正文 | | --- | | 转发10 评论150 赞681 | | 要学以致用啊 | | 省流,x9u 主摄在考虑一英寸防止打脸,三倍在两亿和五千万之间摇摆，超 | | 长焦还是十倍不变,超广角:略 | | 数码闲聊站:2 | | 一缕轻风吹过123:这是pura 90,免去钻粉,移送KFC处理C | | 33分钟前 来自中国香港 1530 O | | 冰魄xl | | 电池能7开头嘛じじじ | | 数码闲聊站:目前试模电池是6开头 | | 启 ...

其原价9999元，现在最终到手价仅9699元/件，喜欢的朋友可以入手。 其原价9999元，现在最终到手价仅9699元/件，喜欢的朋 友可以入手。 Apple iPhone 17 Pro Max是移动官方正品5G手机，也是2025年新款全网通手机。现天猫商城这款手机正 在促销，有星宇橙色机身、256GB存储容量的版本可供选择，点击视为同意现场签收开箱并激活。 Apple iPhone 17 Pro Max是移动官方正品5G手机，也是 2025年新款全网通手机。现天猫商城这款手机正在促 销，有星宇橙色机身、256GB存储容量的版本可供选 择，点击视为同意现场签收开箱并激活。 ...

Core Viewpoint - Apple is falling behind in the AI race compared to other technology giants, which have made significant advancements in AI chatbots, video-generating applications, and more sophisticated AI models [1] Group 1 - Other tech giants have accelerated their development of AI technologies, leading to a competitive advantage over Apple [1] - The advancements in AI by competitors include improved chatbots and video-generating applications, showcasing a broader range of capabilities [1] - Apple's current position in the AI sector highlights a potential gap in innovation and market presence compared to its peers [1]

Leadership Appointments - Lenovo has announced key leadership appointments in India, with Amit Luthra becoming the One Lenovo Commercial Leader effective March 1, 2026, to drive integrated enterprise growth [1] - Srinivas Rao has been appointed as Managing Director of the Infrastructure Solutions Group (ISG) in India, expanding his leadership role [3] - Kaman Chawla has been appointed as Director of Consumer Business, responsible for leading the consumer business across PCs and smart devices [3] Financial Performance - In Q2 FY25/26, Lenovo India recorded a 23% year-on-year growth, reaching $1.2 billion, with expectations that leadership changes will further strengthen this momentum [2] Leadership Experience - Amit Luthra has over three and a half years of leadership experience at Lenovo India, significantly contributing to the scaling of the ISG business [2] - Kaman Chawla brings over 25 years of leadership experience from various sectors, including his recent role at HP Inc. [4] Strategic Focus - Lenovo aims to sharpen its focus on solution-led growth, with Amit's understanding of enterprise needs being critical for this strategy [5] - The company emphasizes the importance of infrastructure in enterprise transformation, with Srinivas's leadership expected to enhance infrastructure capabilities amid increasing AI adoption [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作者 | 方璐 来源 | 野马财经 增减之间，分寸拿捏。 一石激起千层浪。12月28日，小米（1810.HK）发布公告称，公司联合创始人、执行董事、副董事长林 斌计划自2026年12月开始，每12个月出售金额不超5亿美元的本公司B类普通股，累计出售金额不超过 20亿美元（约合人民币140亿元）。 140亿是什么概念？折算成港元大概是154.71亿港元，是小米创始人雷军此前斥资1亿港元增持的154 倍。这不是林斌首次减持小米股份，2024年6月，他因减持套现1亿港元（约合人民币9049.4万元）引发 外界对其违反减持承诺的热议。针对这次最新的减持计划，小米解释称，林斌减持计划所得款主要用于 成立投资基金公司，林斌对本集团业务前景充满信心并将长期服务于本集团。 提及林斌减持对小米的影响，香颂资本执行董事沈萌认为，二级市场股价将受减持消息影响承压，且小 米的解释不能打消市场对林斌巨额减持的担忧，且无论解释的原因是什么，结果都是有更多股票进入流 通市场，造成供给增加，对价格产生压力。 中国企业资本联盟副理事长、中国区首席经济学家柏文喜同样认为， ...

Core Viewpoint - Apple has demonstrated resilience in its stock performance throughout 2025, achieving a year-to-date gain of 12.1% despite market volatility [1][4]. Stock Performance - Apple's stock closed at $273.40 on December 29, 2025, up from approximately $243.85 at the beginning of the year [1]. - An investment of $1,000 at the start of 2025 would now be worth about $1,121, reflecting a gain of approximately $121 [3]. Market Dynamics - The stock experienced a dip below $200 during a market pullback in Q1 but gradually recovered, with significant gains in the second half of the year [4]. - By November, AAPL shares reached new highs above $280 before slightly consolidating at year-end, indicating strong investor demand for Apple's defensive characteristics [5]. Revenue and Growth Drivers - Apple's performance has been supported by growth in its high-margin services segment and ongoing share repurchases, which have stabilized earnings and investor sentiment [6]. - Despite mixed hardware demand, recurring revenue from subscriptions, payments, and digital services has been crucial for maintaining performance [6]. Capital Return Strategy - The company has maintained an aggressive capital return strategy, which serves as a long-term benefit for shareholders, especially during uncertain market conditions [7]. Analyst Outlook - Analysts view Apple as a core long-term holding heading into 2026, with expectations for moderate growth compared to AI-centric stocks [8]. - Apple's pricing power, brand strength, and ecosystem lock-in continue to attract institutional capital, positioning it as a defensive anchor within technology portfolios [9].