Core Viewpoint - Apple-related stocks have generally risen, driven by strong pre-order demand for the iPhone 17, particularly in the Chinese market, which supports expectations for an increase in Apple's iPhone revenue in Q4 [1] Group 1: Stock Performance - Hongteng Precision increased by approximately 5% [1] - QiuTai Technology and GaoWei Electronics both rose over 4% [1] - Lens Technology rose by 1.7%, Sunny Optical by 1.5%, and FIH Mobile by 1.2% [1] - AAC Technologies saw a slight increase of 0.5% [1] Group 2: Pre-order Data - Goldman Sachs tracked pre-order data from Apple.com, indicating longer delivery times for all iPhone 17 models compared to previous generations [1] - The standard and Pro Max models experienced the longest delivery time increases, with an extension of 8 days [1] - In the Chinese mainland market, the average delivery time increased by 17 days, reaching a total waiting period of 27 days [1] Group 3: Revenue Expectations - Goldman Sachs expects an 8% growth in iPhone revenue for Apple in Q4, supported by strong pre-order demand signals [1]

每年在评测新 iPhone 的时候，爱范儿总会反复问一个问题： 新 iPhone 贯彻了怎样的设计哲学？ 今年，苹果给出了三个清晰无比的答案—— 造出极致轻薄 iPhone Air 的，是设计至上的苹果，为此，他们不惜在产品上做出了诸多妥协； 造出性能猛兽 iPhone 17 Pro 的，是技术驱动的苹果，他们用别出心裁的方式，造出了迄今为止最 Pro 的 iPhone； 而造出真香机 iPhone 17 的，是库存克星的苹果，他们用强大的供应链整合能力和自研技术优势，造就了高端手机市场里的价格屠夫。 这种明晰的定位，比前几年依靠屏幕尺寸和处理器性能，使人对大 Plus 和小 Pro 左右为难的情况截然不同。作为一名 iPhone 用户，我很清楚我该换什么 手机——朋友圈里比往年晒得更多的订单截图，也佐证了这一点。 由于 iPhone Air 推迟发售，今年爱范儿评测的重心将会放在 iPhone 17 系列上，而经过这一周多的体验，我们得到了一个有趣的结论： 今年的 iPhone 17 系列，比以往任何时候，都更像「安卓」手机——这当然是褒义。 iPhone 17：库存克星 有关 iPhone 17 的一切讨 ...

Group 1: Smart Glasses Market - The global smart glasses market is projected to ship 2.555 million units in Q2 2025, representing a year-on-year growth of 54.9% [1] - China's smart glasses market is expected to experience explosive growth, with Q2 2025 shipments reaching 664,000 units, a staggering increase of 145.5% year-on-year [1] - The audio and audio-capturing glasses segment in China is forecasted to ship 514,000 units in Q2 2025, marking a significant year-on-year growth of 256.6% [1] - Xiaomi's launch of its first AI glasses is a key driver behind the growth, contributing to an increase in market share for audio-capturing glasses to 19.7% in Q2 [1] - IDC predicts that China's smart glasses market will reach 2.846 million units in 2025, with a year-on-year growth of 116.4% [1] - Audio and audio-capturing glasses are expected to account for 2.202 million units in shipments, reflecting a year-on-year growth of 183.2% [1] - AR/VR device shipments are projected to reach 644,000 units, with a year-on-year growth of 19.8% [1] Group 2: Consumer Electronics Index - As of September 18, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 2.30%, with notable gains from stocks such as Rockchip (10.00%) and SMIC (7.57%) [2] - The Consumer Electronics ETF (561600) increased by 2.15%, marking its seventh consecutive rise, with a latest price of 1.23 yuan [2] - Over the past week, the Consumer Electronics ETF has accumulated a growth of 10.32%, ranking in the top 20% among comparable funds [2] - The ETF recorded a turnover rate of 5.22% during the trading session, with a transaction volume of 20.4136 million yuan [2] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and consumer electronics design and manufacturing [2] Group 3: Top Holdings in Consumer Electronics Index - The top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 54.8% of the index [3] - Key stocks include Cambricon (688256), Luxshare Precision (002475), and SMIC (688981), among others [3]

摩根士丹利指出，苹果最新推出的iPhone 17系列在上市初期需求表现亮眼，随着交货前置时间普遍延 长，显示换机动能可望优于去年同期。分析师Erik Woodring在报告中指出，iPhone 17的交货前置时间 (不含iPhone Air)在几乎所有主要市场均较去年同期持平或更长，反映早期需求强劲。他强调，中国的 预购状况尤其显著，较上年同期更为热络。Woodring对苹果维持"增持"评级，目标价为240美元。 ...

此外，和往年一样，AI仍将是大会主题之一。公司最近还向开发者预览了其计划在元宇宙引入AI驱动NPC的方案，预计大会上会披露更多生 成式AI如何塑造元宇宙的细节。 财联社将全程图文直播此次扎克伯格的主题演讲。 北京时间周四（9月18日）8时，一年一度的Meta Connect大会盛大召开，Meta CEO扎克伯格将发表主题演讲，"分享关于人工智能 （AI）眼镜的最新资讯，以及Meta对人工智能和元宇宙的愿景。 本次年会上，Meta将发布最新产品线及更新，其中最令人期待的是， 其首款带有显示功能的消费级智能眼镜可能将正式亮相。 若此次成功发布，将成为Meta在虚拟现实（VR）头显之外，于新兴的智能眼镜市场发起的最重要的一次冲击，并可能为未来推出真正的增 强现实（AR）眼镜铺平道路。 以下时间均为北京时间： 9:01 发布会结束 9:00 扎克伯格重新回到场上。他身穿运动服，戴着新款 Vanguard 眼镜亮相。美国DJ迪波洛（Diplo）也一同亮相。 8:45 知名导演詹姆斯·卡梅隆登台！ 卡梅隆与Meta首席技术官Boz现场讨论谈论3D电影的制作。 卡梅隆对Meta Quest头戴式耳机的显示屏亮度和3D图像表 ...

Market Situation - A-shares opened lower but rose throughout the day, with the Shanghai Composite Index closing up 0.37% at 3876.34 points [1] - The Shenzhen Component Index increased by 1.16%, and the ChiNext Index rose by 1.95% [1] - Among individual stocks, 2504 stocks rose (80 hitting the daily limit), while 2757 fell (4 hitting the lower limit) [1] - Notable gainers included Hongxi Technology, Sanwei Equipment, and Xingtou New Science, with increases of 29.99%, 29.95%, and 20.02% respectively [1] - Major sectors showing strength included multi-financial, electrical grid, and power generation equipment, with increases of 4.39%, 3.14%, and 2.86% respectively [1] - The food and beverage sector experienced a pullback, with declines in precious metals, agriculture, and restaurant tourism of 1.58%, 1.34%, and 1.32% respectively [1] Futures Market - All four major index futures contracts rose in line with the indices: IF2509 and IH2509 increased by 0.80% and 0.20% respectively, while IC2509 and IM2509 rose by 1.26% and 1.25% respectively [2] - The main contracts for the four index futures will expire this Friday, with the basis approaching neutrality [2] News Highlights - The State Council held a press conference to introduce policies for expanding service consumption, including selecting around 50 pilot cities for new consumption models and promoting AI applications in service consumption [3] - The People's Bank of China conducted a 4185 billion yuan reverse repurchase operation at a fixed rate of 1.40%, with a net injection of 1145 billion yuan for the day [4] - The Federal Reserve lowered the federal funds rate by 25 basis points to a range of 4.00%-4.25%, marking the first rate cut of the year and the first in nine months [3]

Group 1: Meta's New Product Launch - Meta announced the launch of the new generation Ray-Ban smart glasses, named Ray-Ban Meta Gen 2, featuring significantly extended battery life and 3K video recording capability, with a starting price of $379 [1] - The company also introduced the first smart glasses with a built-in display, Meta Ray-Ban Display, starting at $799, which includes a screen in the right lens to display messages, video calls, navigation, and Meta AI service results [1] - A new control system was introduced for the Meta Ray-Ban Display, allowing users to control the interface through a wristband that recognizes hand gestures, in addition to the traditional frame sliding operation [1] - Meta also launched Oakley Vanguard smart glasses aimed at athletes, indicating a potential growth area in the consumer electronics sector [1] Group 2: Consumer Electronics Index Performance - As of September 18, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 0.21%, with notable increases in stocks such as Rockchip (5.68%) and Keda Li (5.45%) [2] - The Consumer Electronics ETF (561600) showed mixed trading, with a latest price of 1.21 yuan, and a cumulative increase of 10.32% over the past week, ranking in the top 20% among comparable funds [2] - The ETF had a turnover rate of 1.86% during the trading session, with a total transaction volume of 7.23 million yuan, and an average daily transaction volume of 83.30 million yuan over the past week, leading among comparable funds [2] Group 3: Top Holdings in Consumer Electronics Index - As of August 29, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index accounted for 54.8% of the index, including companies like Cambricon (688256) and Luxshare Precision (002475) [3] - The top ten stocks by weight include: Cambricon (5.79%), Luxshare Precision (8.06%), and Semiconductor Manufacturing International Corporation (8.04%) [5]

万联证券近日发布电子行业跟踪报：营收端，SW电子行业2025年上半年实现营业收入18,460.95亿元， 同比上升19.10%；成本费用端，整体期间费用率为10.62%，同比下降0.65pct，整体费用控制良好；利 润端，上半年实现归母净利润840.40亿元，同比上升29.29%，大于同期营收增幅；毛利率/净利率为 15.68%/4.45%，同比上升-0.09pct/0.44pct，体现出行业整体盈利能力有所提升。 光学光电子：归母净利润同比大幅增长，面板盈利能力提升。2025年上半年，各子板块营收和归母净利 润均实现同比增长，其中面板子板块2025年H1归母净利润同比大幅增长193.31%，盈利能力大幅提升， 主要系面板供给端格局优化，中国大陆面板厂商掌握产业链话语权并维持"按需生产"策略，因而面板价 格较为稳定，提升了行业整体盈利能力。 万联证券近日发布电子行业跟踪报：营收端，SW电子行业2025年上半年实现营业收入18,460.95亿元， 同比上升19.10%；成本费用端，整体期间费用率为10.62%，同比下降0.65pct，整体费用控制良好；利 润端，上半年实现归母净利润840.40亿元，同比上升29 ...

9月16日，安克携手国产3A游戏巨作《黑神话》打造的联名产品正式上线，游戏科学创始人兼黑神话主 创冯骥亲自撰文支持。经历长达一年的潜心打磨和深度定制，此次安克与黑神话的联名产品一经曝光便 备受玩家关注，近万台产品开售当日即售罄。 此次联名的系列单品包括心猿桌面拓展坞、如意棒充电宝、任逍遥充电宝、灵光智显款充电器与小善果 充电器；同时发售的全球限量联名礼盒内含心猿桌面拓展坞及周边文创，每一份均配有独立编号，可堪 典藏。 • 心猿桌面拓展坞：一秒启动天命时刻 作为14合1的桌面接口枢纽和理线方案，心猿桌面拓展坞能一次满足接口扩展、投屏、充电和数据传输 等功能。在它的加持下，笔记本电脑和其他电子设备宛如拥有了"三头六臂"，以8K+双4K超高清四屏异 显和360Hz刷新率共同呈现院线级画质，一秒启动天命时刻。 联名产品将黑神话游戏场景的独特东方美学与安克的顶尖技术和精工工艺融于一身，不仅在外观和UI 设计上精细还原黑神话的游戏细节与国风神韵，更能满足高功率快充、长续航、分屏扩展与多设备适配 等适用于全娱乐场景的性能需求，展现了安克作为全球充电储能领域引领者的技术实力，被媒体誉 为"跨界联名天花板"。 珠联璧合，巅峰共 ...

9月17日，胜利精密涨1.83%，成交额14.70亿元。两融数据显示，当日胜利精密获融资买入额1.60亿 元，融资偿还1.28亿元，融资净买入3228.78万元。截至9月17日，胜利精密融资融券余额合计6.70亿 元。 责任编辑：小浪快报 截至6月30日，胜利精密股东户数25.03万，较上期减少2.04%；人均流通股13592股，较上期增加 2.09%。2025年1月-6月，胜利精密实现营业收入16.99亿元，同比减少0.53%；归母净利润-4241.01万 元，同比减少355.45%。 分红方面，胜利精密A股上市后累计派现5.13亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，胜利精密十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 融资方面，胜利精密当日融资买入1.60亿元。当前融资余额6.70亿元，占流通市值的5.05%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，胜利精密9月17日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，苏 ...