大公司： 新品被代购排队14小时溢价出售，上海迪士尼叫停线下发售 7月8日，上海迪士尼乐园上新夏日单品"夏日海洋派对"系列，产品一上线就秒罄。还有代购声称在上海 迪士尼排队14小时"实体抢购"，原价100多元的单个新品被黄牛溢价到近500元出售。为了抑制市场不规 范加价交易，同时鉴于目前的库存水平情况以及为了保护所有游客的体验，上海迪士尼7月10 日在官方 App表示：自2025年7月11日（星期五）起，"2025达菲和朋友们夏日海洋派对系列"将不通过上海迪士 尼乐园内的特选商品园内购买名额抽签或度假区酒店零售商店售卖。该夏日系列的剩余商品库存将转至 天猫上海迪士尼乐园官方旗舰店供游客在线选购。其他达菲和朋友们系列以及度假区的其他主题商品仍 可通过度假区商店或特选商品园内购买名额抽签方式购买。（第一财经） 美团辟谣"30万本科生送外卖"：任何关于骑手学历的总量数据都没有事实依据 36氪获悉，美团通过微信公众号发文称，针对不少自媒体开始扩散"广州美团满员，历史上第一次，本 科率接近30%""7万硕士，30万本科生在美团送外卖"等不实信息，澄清如下：学历情况需要骑手本人提 交相关证书到学信网/教育部留学服务中心/ ...

Group 1 - Samsung Electronics officially launched the new foldable flagship Galaxy Z Fold7, featuring upgrades in craftsmanship, design, professional imaging systems, and Galaxy AI technology [1][2] - The Galaxy Z Fold7 has an 11% larger main screen compared to its predecessor, enhancing multitasking and immersive experiences [1][2] - The device integrates Galaxy AI capabilities deeply with its foldable design, providing a more intuitive and immersive AI interaction experience [2] Group 2 - The new hinge structure and foldable screen of the Galaxy Z Fold7 have been optimized, resulting in a thinner and lighter design that enhances durability and reduces creasing [2] - The Snapdragon 8 Gen 2 mobile platform for Galaxy offers significant performance improvements, with a 41% increase in NPU performance, 38% in CPU, and 26% in GPU compared to the previous generation [2] - Industry experts believe that the technological advancements in the Galaxy Z Fold7 will address practical issues of traditional foldable screens and drive further iterations in foldable display technology, impacting the mid-to-high-end smartphone market [3]

屏幕方面，Galaxy Z Fold7延续了折叠屏手机的大屏优势。外屏采用6.5英寸21:9比例的第二代动态AMOLED显示屏，提供更宽广的视野；展开后的主屏尺寸 增至8.0英寸，支持Vision Booster视觉增强技术与2600尼特峰值亮度，即使在阳光直射下也能保持清晰显示。这块大屏不仅为多任务处理、影音创作提供了 充足空间，更成为Galaxy AI的绝佳载体。 性能层面，Galaxy Z Fold7搭载专为Galaxy定制的高通骁龙8至尊版移动平台（for Galaxy），NPU性能提升41%，CPU与GPU分别提升38%与26%，为端侧AI 运算提供强劲支撑。配合基于Android 16的Samsung One UI 8系统，设备深度整合多模态AI能力，支持实时语言翻译、生成式编辑、智能会议助手等功能。 例如，用户可通过"即圈即搜"在游戏中快速调取攻略，或利用会议助手的AI摘要功能自动生成图文并茂的会议记录，大幅提升效率。 【环球网科技综合报道】7月9日，三星电子正式推出新一代折叠屏旗舰机型——Galaxy Z Fold7与Galaxy Z Flip7，同步亮相的还有面向大众市场的Galaxy Z ...

Market Overview - US stock markets rose, with the Dow Jones up 0.49%, Nasdaq up 0.94%, and S&P 500 up 0.61% [1] - Notable stock performances include Nvidia rising 1.8% with a market cap surpassing $4 trillion, Meta up 1.68%, Amazon up 1.45%, Microsoft up 1.39%, Google A up 1.3%, Apple up 0.54%, and Tesla down 0.65% [1] Economic Policies - The US Federal Reserve's minutes indicate that most officials believe tariffs may continue to drive inflation higher, while a minority are open to considering interest rate cuts in the next meeting [3] Company Developments - Microsoft claims to save $500 million through AI implementation while also announcing significant layoffs; 35% of new product code is generated by AI [6] - OpenAI plans to release an AI web browser within weeks [5] - ARM's data center customer count has surged 14 times since 2021 [10] Industry Insights - CoreWeave has pioneered "GPU collateral financing," achieving a scale exceeding $20 billion, significantly boosting AI cloud capabilities [8] - In the mobile phone supply chain, Hilltop Technology saw a stock increase of over 17%, with camera module sales reaching 34.35 million units in June, a 4.1% year-on-year increase [13] - The optical market for mobile phones is expected to recover, with high-end market barriers strengthening and domestic leaders likely to outperform average recovery rates [14] Financial Forecasts - Northern Rare Earth expects a net profit of 900 million to 960 million yuan for the first half of 2025, a year-on-year increase of 1882.54% to 2014.71% [17] - Other companies like Oriental Precision and Gansu Energy also project significant profit increases for the same period, with growth rates of 120% to 160% and 178.95% to 189.41%, respectively [17][18]

以下文章来源于雷科技 ，作者雷科技AI硬件组 雷科技 . 专注AI硬科技 那个没电了就扒开后盖换一块电池 的好时代，终于要回来了？ 文 ｜ 雷科技AI硬件组 编辑 ｜ 三明治 来源｜ 雷科技（ID： leitech ） 封面来源 ｜ 企业官网 不知道大家还记不记得，之前欧盟说过，要立法强制手机使用可拆卸电池。 因为各方利益的原因，经过几年的谈判和拉扯后，这个万众瞩目的法案已经是停滞在那里长达两年时间了，依然没有一丝落地的曙光。 除了各家手机厂商和供应商的利益纠葛，当时消费者们对这份法案的态也是褒贬不一。 前段时间，以环保为核心主张，主打模块化、易维修等设计理念的欧美小众厂商Fairphone，终于是在欧洲正式发布了自家的第六代手机—— Fairphone 6 ，产品定价为599欧元（按现在的汇率，约合人民币5033.61元）。 （图源：雷科技） 没错！ 除了整机零部件都可以由用户自行更换外，这款产品最大的卖点就是可以通过拆卸及更换电池来迅速恢复电量。 一方面，支持者普遍认为，现在每年都有大量的手机被报废，根本原因在于电池老化导致的续航不够，再加上在原厂售后那里更换电池所带来的高成本，而 不是手机本身的性能不行 ...

近日，雷军在微博上披露小米YU7前期用户画像，相比小米SU7的女性用户占比40%，小米YU7的女性用户降至30%，YU7锁单用户平均年龄33岁，女性 占比30%。该车型主要吸引经济稳定、具备较强购买力的职场人士或家庭用户；YU7的用户以男性为主，女性市场仍有拓展空间，但男性购买力为主导。 雷军应该也很意外，YU7主力用户竟然都是苹果用户。 雷军还披露一个让他比较意外的数据，YU7用户使用iPhone用户占比52.4%，比SU7高，这和雷军一直致力打造的"人车家生态"有些差异，他设想的生态是 手机与汽车均为小米产品，如今小米YU7的用户竟然是iPhone用户居多。对此雷军表示iPhone用户通常倾向于高端品牌，消费能力强，YU7可能被视为 更"科技感"或"高端"的选择。并且小米生态系统兼容iOS生态方面优化更好，能吸引苹果用户。 不久前小米YU7开售，3分钟大定20万单，一小时大定28.9万单，开售18小时，锁单量已超24万台……雷军在直播中表示这创造了中国汽车工业史上的奇 迹。 在小米YU7发售后，小米股价再迎一波连涨，发售后的三个交易日分别上涨3.6%、1.3%和0.33%，截至7月8日收盘，小米股价在20 ...

Group 1 - Nothing officially launched its smartphone, Phone (3), in China on July 9, priced at $799, which is comparable to the iPhone 16 [1] - Phone (3) features a Qualcomm Snapdragon 8s Gen4 processor, primarily used in mid-range devices, and has a 50MP triple-camera system with a 5150mAh battery supporting 65W wired and 15W wireless charging [1][3] - The design focus of Nothing sets it apart, with Phone (3) featuring a "Glyph Matrix" LED display made of 489 individually controlled lights for notifications and customizable animations [3] Group 2 - The smartphone industry is highly competitive, and Nothing aims to attract younger users, with an average global user age of 26, who prioritize design over hardware specifications [4] - Nothing has expanded its product line with the launch of Headphone (1) in July 2025, targeting users who value aesthetics in audio products [5] - Despite holding only 0.2% of the global market share, Nothing is recognized as the only startup in the smartphone sector to achieve significant scale in the past decade [8]

（以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：港股君 截至7月9日收盘，晨讯科技（02000.HK）报0.295港元，较上个交易日下跌3.28%，当日盘中最低价触 及0.260港元，创近一年新低。 资金流向方面，当日主力流入0.000万港元，流出0.000万港元，净流出3.39万港元。 晨讯科技集团有限公司是一家领先的移动通讯和物联网企业,2005年在香港主板上市(股票代 码:02000.HK),上市后连续多年市值位居手机设计行业第一位。集团产品覆盖全球130多个国家和地区。 公司的技术能力和品质管控水平在行业里得到广泛认可。集团运营总部位于上海,在上海市长宁区拥有 三万多平方米的研发大楼,在北京、沈阳、合肥、深圳、东莞等地亦建立了研发中心,一千余名工程师组 成的研发团队掌握了无线通讯、智能终端、物联网、AR视觉、人工智能等领域的核心技术,擅长高门 槛、新技术的高端项目。生产基地位于上海青浦、沈阳、东莞等地。集团在供应链管理、生产制造、质 量控制等方面拥有近30年经验,通过了全球顶级通讯运营商、无线通讯客户及汽车行业的严苛认证,能为 各行业客户提供 ...

当下，世界正处于百年未有之大变局，我们站在三大历史转折点的交汇处： 科技的转折点——第四次科技产业革命浪潮奔涌而至； 中国的转折点——从人口红利迈向创新红利的关键跃迁； 世界的转折点——中华民族伟大复兴进程加速推进。 在这个乌卡时代，没有任何确定性的商业模式，唯一确定的就是科技创新的指数级增长规律。而这个规律背后，是生命演化的必然选择。 那么，创业者如何运用生命演化的规律和生存策略，从而实现关键破局？ 今天这篇文章，我们就从底层技术和生命演化的角度来分析这件事，希望对你有所帮助。 对抗不确定性的3大核心策略 熵减组织管理 今天，无论是生命的演化还是技术的演化，都受到最底层技术制约的熵增定律制约。 注：熵增定律源于热力学第二定律，指在一个孤立系统中，熵（衡量系统无序程度的物理量）总是趋于增加，系统会从有序向无序状态发展。 熵增定律是热力学中最重要的定律，科学家非常重视这个定律，企业家也是如此。比如通用电气和华为。 华为对此定律运用得非常深入，任正非强调组织必须有活力，不能出现熵增现象。 为了保持公司的不熵增，华为一直在进行优胜劣汰，对管理者实行严格的强制比例淘汰机制，每年至少有10%的管理者要下课，转为普通员工 ...

Group 1: Market Competition - The competition in the food delivery market is intensifying, with JD.com reporting nearly 200 restaurant brands achieving over 1 million sales on its platform within four months [1] - JD.com has launched a "Double Hundred Plan," investing over 10 billion yuan to support more brands in reaching 1 million sales [2] - Taobao and Ele.me announced a daily order count exceeding 80 million, with Taobao's flash purchase program starting a 50 billion yuan subsidy plan [3] Group 2: Industry Challenges - The restaurant industry is facing significant challenges, with approximately 46.4% of new restaurants expected to close by 2024 [4] - The average store efficiency has declined across most categories, leading to an increase in the number of closures to 4.09 million in 2024, with a closure rate of 61.2% [4] - Major brands like KFC and Pizza Hut are experiencing a continuous decline in average transaction value [6] Group 3: Pricing Strategies - The current price war is primarily focused on low average transaction value markets, where discounts are more pronounced [8] - A national restaurant brand founder stated that to survive, businesses must prioritize cost-effectiveness, leading to lower average transaction values [7] - The aggressive pricing strategies, while intensifying competition, provide temporary relief to restaurants through subsidies [9]