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科技大事件 丨 华为 Mate 80 系列定档;雷军重申安全是小米汽车基础和前提
Sou Hu Cai Jing· 2025-11-17 05:00
NEWS ◆ 苹果新动向 ◆ 位于大兴荟聚,苹果北京新 Apple Store 零售店 12 月 6 日开业 目前,苹果暂未公布该店的设计细节。(新闻来源:IT之家) 有用户反馈苹果 iPhone 17 Pro Max 用湿巾清洁后机身涂层被擦除 从图片来看,手机背面的橙色涂层大面积脱落,露出了铝合金基材的原色。 11 月 17 日消息,苹果公司通过官网宣布:「Apple 北京荟聚」将于 12 月 6 日上午 10 点盛大开幕。该 店位于北京市大兴区欣宁街 15 号北京荟聚一层。 援引 Wccftech 媒体观点,在 Reddit 等其他主流科技社区中,目前尚未有其他用户报告类似情况。因此 这可能是一个孤立事件,或者与用户使用的特定湿巾有关,暂时还不能认定为普遍性的产品缺陷。 针对这一问题,xAI 公司开发的人工智能助手 Grok 分析指出,如果用户使用含有过氧化物或酒精成分 的湿巾,确实可能破坏 iPhone 17 Pro Max 的「星宇橙」涂层,导致其剥落。 苹果公司也一直建议用户,切勿使用含有强效化学成分的刺激性清洁剂来擦拭 iPhone,因为这些化学 物质会分解漆面涂层。(新闻来源:IT之家) 越狱 ...
苹果CEO库克即将退休,谁来接班?
Sou Hu Cai Jing· 2025-11-17 04:42
Core Insights - Tim Cook, the current CEO of Apple, has turned 65 in November 2023, leading to speculation about his potential retirement next year, with John Ternus being the most likely successor [2] - Under Cook's leadership for over 14 years, Apple's market capitalization has reached $4 trillion, marking significant growth [2] - Ternus, aged 50, has been with Apple for approximately 24 years and is recognized for his engineering focus, contrasting with Cook's operational approach [3] Leadership Transition - The potential candidates for CEO succession include Craig Federighi, Greg Joswiak, and John Ternus, with Ternus being the frontrunner [2] - Ternus is known for his calm demeanor and cautious decision-making, earning him positive evaluations within the executive team [2][3] - Cook has previously expressed confidence in Ternus's ability to deliver effective presentations, indicating a favorable view of his leadership potential [2] Product Development and Innovation - Ternus has played a crucial role in major product launches, including the M1 chip and the anticipated iPhone Air, highlighting his engineering expertise [3] - There is a perception among some Apple fans that Ternus's leadership could revitalize innovation at Apple, which has been criticized for a perceived slowdown in groundbreaking advancements under Cook [3] - Recent criticisms of Apple include the failure of the Apple Vision Pro and delays in AI developments, suggesting a need for a leader with a strong engineering background to address these challenges [3]
华为官宣!Mate 80新品来了
证券时报· 2025-11-17 04:35
Group 1 - Huawei's new flagship model, the Mate 80 series, is officially announced and will be released on November 25 [1] - The Mate 80 series is expected to feature the new generation Kirin chip, significantly enhancing performance, and will likely debut with the HarmonyOS 6, which has made substantial progress in its development over the past year [3] - The Mate 80 series is rumored to return to a flat screen design, incorporating 3D facial recognition and side fingerprint recognition [4]
外媒称库克将于明年卸任苹果CEO:硬件副总裁或接任
Sou Hu Cai Jing· 2025-11-17 04:25
近日,《金融时报》报道称,苹果公司董事会和高管"近期加紧了蒂姆·库克交接工作的准备工作",蒂姆·库克最早将于明年卸任苹果CEO一职。 t pe 120 PV r 400 te 《金融时报》指出,苹果大概率不会在2026年1月底发布下一份财报前确定新首席执行官人选,不过年初完成任命有助于苹果后续活动衔接,可以为6月份的 WWDC和9月份的iPhone发布会做好准备。据悉,苹果硬件工程高级副总裁约翰·特纳斯或将接任苹果CEO。 righ o 据了解,蒂姆·库克于2011年接任苹果CEO,至今执掌14年,近期传最早2026年卸任。任职前,他已在苹果担任COO,深耕供应链管理多年。 接任后,库克 推动苹果实现跨越式发展。公司市值从3470亿美元飙升至3.77万亿美元,稳居全球第一。他强化供应链效率,布局多元生产基地,同时推动业务从硬件向生 态转型,服务业务营收增长近10倍。产品层面,库克主导iPhone迭代升级,推出Apple Watch、AirPods等爆款可穿戴设备,推动Mac转向自研M系列芯片,更 发布Vision Pro开拓空间计算赛道,完成苹果从创新先锋到商业巨擘的蜕变。 ...
AI泡沫论再起! 硅谷风投教父彼得·蒂尔清仓英伟达(NVDA.US) 拥抱“安全避风港”苹果(AAPL.US)
智通财经网· 2025-11-17 04:23
智通财经APP获悉,硅谷"风投教父"、美国副总统万斯长期以来的密友彼得·蒂尔(Peter Thiel)旗下投资 机构Thiel Macro LLC最新的13F报告并没有显示出仅仅是小幅调整英伟达仓位,而是完全退出了对 于"AI芯片霸主"英伟达(NVDA.US)的仓位。彼得·蒂尔的这一举动发生在一个令人感到惊讶的时刻,此 时华尔街正忙于宣称英伟达乃首选科技股以及坚称所谓"AI泡沫时刻"纯属市场多虑。 尽管英伟达最近的市值突破了5万亿美元这一史诗级的里程碑关口,且华尔街对于英伟达目标价持续上 调至开始接近300美元,但是这并未阻止蒂尔完全撤出该股仓位。此外,彼得·蒂尔旗下对冲基金机构缩 减了整体股票组合约三分之二,并将其资金集中在三只市值巨头科技股票上——分别是苹果 (AAPL.US)、微软(MSFT.US)以及特斯拉(TSLA.US)。其中微软和苹果为该机构的首次建仓,对于特斯 拉则进行大幅减仓。 有分析师认为,彼得·蒂尔的最新持仓变化远不是一次简单的再平衡,而更像是一种明确的声明。 彼得·蒂尔本人在不久之前曾警告市场对于AI的炒作周期走得远远超前于其实际经济性,他的第三季度 投资组合调整与这一观点一致。 尽管 ...
第二十七届高交会闭幕,意向成交与投融资额超1700亿元 45万人次入场 5000项新品发布
Shen Zhen Shang Bao· 2025-11-17 03:30
深圳商报首席记者 王海荣 11月16日,以"科技赋能产业 融合共创未来"为主题的第二十七届中国国际高新技术成果交易会(简 称"高交会")落下帷幕。据组委会统计,全球120多个国家和地区的专业观众参观展会,三天累计入场 突破45万人次,同比增长13%,展会现场发布新产品新成果5000余项,同期举办重大活动200余场,共 促成1023项供需对接和投融资项目签约,意向成交与投融资金额突破1700亿元。 90%以上实物展品为"高精尖" 集中展示区域协同创新成果 作为联动区域协同创新、优化资源配置、促进市场一体化最重要的平台。本届高交会首次设立"区域经 济科技创新成果专区",从西北清洁能源到东南数字经济,从东北高端装备到粤港澳大湾区前沿科技, 集中展示了各个地区在科技攻关、自主创新、产业融合等方面的最新成果。 此外,以清华大学、北京大学、香港中文大学、复旦大学、香港科技大学、中国科学院、深圳湾实验 室、RIOS实验室、深圳计算科学研究院等30余所高校与科研院所为代表的产学研机构,带来了先进的 处理器芯片、多维单分子动态成像平台、高通量智能多肽合成仪、面向肺癌早筛早治的呼吸介入机器 人、静电人工肌肉等科创成果。 第二十七 ...
金鹰基金:聚焦科技核心主线 关注政策加码价值方向
Xin Lang Ji Jin· 2025-11-17 03:13
Group 1 - The A-share market continues to experience fluctuations with significant sector differentiation, as the Shanghai Composite Index struggles around the 4000-point mark, indicating a high-level consolidation phase [1] - The market shows structural characteristics with consumer recovery leading the gains, defensive pharmaceutical stocks strengthening, and technology sectors under pressure, reflecting a trend of consumption > finance > cyclical > growth [1] - The average daily trading volume in the A-share market has risen to 2.04 trillion yuan, indicating increased trading activity despite a general decline in market participation [1] Group 2 - Economic data in China presents mixed signals, with October CPI turning positive year-on-year, but other indicators such as retail sales, fixed investment, and industrial value-added showing marginal weakness, suggesting that domestic economic momentum still requires policy support [2] - The U.S. government has ended its shutdown, but market sentiment remains cautious due to the absence of U.S. economic data, with the Federal Reserve maintaining a hawkish stance; this has led to short-term valuation pressure on U.S. tech stocks [2] - Looking ahead, there is a possibility of the Federal Reserve choosing to cut interest rates in December, supported by upcoming inflation and employment data, which could influence market dynamics [2] Group 3 - The investment strategy suggests a balanced approach to rapidly rotating market styles, focusing on core themes in technology while paying attention to domestic policy directions for value stocks [3] - Although cyclical and consumer sectors may face short-term performance pressures, current stock prices have largely reflected pessimistic mid-term expectations, indicating potential for valuation recovery [3] - The technology sector is expected to undergo a phase of capital pressure digestion, with short-term stagnation in pharmaceuticals and military industries potentially leading to a rotation towards technology, while mid-term focus remains on sectors with fundamental support such as overseas computing power, storage, consumer electronics, and wind energy storage [3]
雷军连发数文回怼质疑:车好看与安全不矛盾/曝库克将于明年卸任苹果CEO/华为或将发布AI突破性技术
Sou Hu Cai Jing· 2025-11-17 03:12
iPhone 发布周期大变:每年可能会推出 6 款新机 曝华为将发布 AI 领域突破性技术 北京 6G 实验室多项进展公布 雷军连发多条微博:一辆车好看与安全不矛盾 Reno15 系列今日发布 Grok 5 或延期至明年发布 零跑提前完成本年销量目标 Android 微信更新:终于支持聊天备份至 U 盘 宇树王兴兴:未来 AI 将赋予机器人理解世界的能力 ✈️ 多家航司宣布:涉日本机票可免费退改 iPhone 发布周期大变:每年可能会推出 6 款新机 据《彭博社》记者 Mark Gurman 昨晚报道,苹果未来发布新 iPhone 的节奏将会发生明显变化。 其表示,明年开始,苹果发布 iPhone 的周期将会与此前爆料一样:2026 年发布 iPhone 18 Pro/Pro Max 以及全新折叠屏产品;而在六个月之后(即 2027 年),iPhone 18/18e 将会发布,而传闻的特别版 iPhone 也将在这一年发布,甚至还可能出现新款 iPhone Air。 对此,Gurman 表示,未来苹果将每年推出 5-6 款新机,并且该模式将会维持数年。 Gurman 指出,虽然现在的秋季 iPhone 新品季 ...
苹果iPhone Air 2跳票?彭博名记公布真正原因
Feng Huang Wang· 2025-11-17 02:48
The Information报道称,iPhone Air 2推迟发布的另外一个原因是增加第二颗后置摄像头。古尔曼表示, 第二代iPhone Air的主要重点将是换用2纳米芯片,而不是进行重大结构改动。这次芯片升级应该会提升 第二代iPhone Air的电池续航,这是第一代机型最大的短板。 古尔曼还指出,从技术上讲,加入第二颗超广角后置摄像头是可行的,但这个想法有点奇怪。手机的摄 像头模组已经非常拥挤了。为了加入iPhone里使用率最低的摄像头而重做整个区域,对于一款本来就卖 得不多的手机来说似乎有点大动干戈。唯一合理的解释是,可折叠iPhone的双后摄设计未来可能会下放 至标准机型。 对于iPhone Air 2的发布时间,古尔曼表示,苹果将在2026年秋季发布三款高端机型iPhone 18 Pro、 iPhone 18 Pro Max以及可折叠机型。大约6个月后,苹果将在2027年春季发布iPhone 18、iPhone 18e以及 可能的iPhone Air 2。(作者/箫雨) 凤凰网科技讯 北京时间11月17日,彭博社知名记者马克·古尔曼(Mark Gurman)周日发文,否认了苹果是 因销量不佳而放 ...
早报|曝iPhone换代周期大改:或一年发布 6 款新机/雷军连发多条微博回应质疑/Android 微信更新聊天备份至 U 盘
Sou Hu Cai Jing· 2025-11-17 01:50
Group 1: Apple iPhone Release Cycle Changes - Apple is set to change its iPhone release cycle, potentially launching 5-6 new models each year starting in 2026 [5][6] - The new cycle includes the release of iPhone 18 Pro/Pro Max and a new foldable product in 2026, followed by iPhone 18/18e and a special edition in 2027 [5][6] - The decision aims to alleviate pressure on marketing and engineering teams and improve revenue distribution throughout the year [6] Group 2: Apple CEO Succession Plan - Apple is accelerating its CEO succession plan, with Tim Cook expected to step down in early 2026 [9][10] - The board is discussing a smooth transition without affecting product release schedules, with John Ternus seen as a potential successor [10] - The succession plan is based on long-term strategy rather than current performance, with changes expected to be announced after the January 2026 earnings report [10] Group 3: Huawei AI Breakthrough - Huawei plans to unveil a breakthrough technology in AI on November 21, aimed at improving the efficiency of computing resource utilization from an industry average of 30-40% to 70% [8] Group 4: Xiaomi's Automotive Safety Focus - Xiaomi's CEO Lei Jun emphasized the importance of safety in the design of the new SU7 vehicle, stating that safety is a fundamental principle [17][18] - The SU7 features a steel-aluminum hybrid body with over 90% high-strength steel and aluminum, and advanced battery safety measures [18] Group 5: Zero Run Automotive Sales Achievement - Zero Run has achieved its sales target for 2025, reaching 500,000 vehicles 45 days ahead of schedule [21][23] - The company aims to double its sales target to 1 million vehicles in the following year [23] Group 6: WeChat Update for Android - WeChat has updated its chat backup feature, allowing users to save data directly to external storage devices like USB drives [29][30] - The update supports manual backup path selection and automatic backups every 24 hours [31] Group 7: Meta's AI Performance Evaluation - Meta will introduce "AI-driven impact" as a core metric in employee performance evaluations starting in 2026 [33][34] - This shift aims to foster an "AI-native culture" within the company, rewarding significant AI contributions [34] Group 8: 6G Development in Beijing - Beijing has announced significant advancements in 6G technology, including prototypes and systems aimed at enhancing communication capabilities [12][13] - The developments include a 256TR U6G base station prototype achieving a peak user downlink of 20Gbps [12]