据该公司业务经理黄林勇表示，公司多次参加在大陆不同城市举办的中国教育装备展，他对大陆人工智 能领域的发展速度很有感触，尤其惊叹智能翻译的高效，希望通过高交会更加了解市场融入市场。 半导体与集成电路展区集结行业骨干企业，覆盖电子零件、IC芯片、半导体材料及设备等核心环节。 "我们第一次参加高交会，希望借此链接更多资源。"笙泉科技(深圳)有限公司工程部经理姚子扬说："昨 天人流量非常大，今天虽然时间尚早，但整体客流也还不错。" 该公司带来单片机芯片MCU及其应用产品，其32位MG32F系列MCU兼具高抗干扰性与低功耗优势，同 时布局新能源与节能应用新产品。 中新社深圳11月16日电 (索有为张炜童黄锐宇)第二十七届中国国际高新技术成果交易会(简称"高交会") 正在深圳举办。本届高交会上，台湾科技展团再拓新局。 据了解，近三年来台湾科技展团的参展阵容稳步增长至今年的12家。此次展团采用"两大核心展区"布 局，精准覆盖高潜力科技赛道：3E消费电子展区汇聚4家企业，聚焦智能生活场景创新；半导体与集成 电路展区集结8家企业，深耕核心元器件与材料技术突破，全方位展现台湾科技产业的多元实力。 在3E消费电子展区，第三次参加高 ...

一水 发自 凹非寺 量子位 | 公众号 QbitAI 掌权苹果14年的库克，正在进入退休倒计时！ 金融时报最新爆料，这家公司正在加快其CEO换届步伐—— 现任CEO库克最早将于明年退休 ，而最有可能接棒的人是John Ternus （苹果现任硬件工程高级副总裁） 。 老实说，库克退位这事儿也不是第一天传出了。 上个月初，外媒就曝出苹果正筹划十多年来最大规模的领导层换届。而此前一度被公认为是库克继任者的COO威廉姆斯 （库克接棒乔布斯时 就是COO） ，当时就被爆料已于今年7月卸任，并将于年底离开苹果。 而随着威廉姆斯的正式"出局"，John Ternus的名字其实就已经开始被更频繁地提起。 所以说，如果这次"库克加快让位"的爆料属实 （截至目前苹果未回应相关置评请求） ，那只能说明一件事—— 苹果是真的急了 。 也正因如此，此轮关于"库克接班人"的讨论，看起来声势也似乎远超以往。 就连一个随机发起的投票 （你认为John Ternus能接棒乔布斯库克吗？） ，都瞬间引来大量围观和讨论。 所以，John Tenus到底是谁？他真的能接棒库克吗？ 头号种子选手：John Tenus John Tenus，苹果现任 ...

E-commerce Industry - During this year's Double 11 shopping festival, Taobao's flash retail orders increased by over 200% year-on-year, while Tmall's brand instant retail daily orders grew by 198% compared to September [2] - Meituan's flash retail platform reported record highs in transaction volume, number of users, and per capita spending from October 31 to November 11 [2] - JD.com reported that its food delivery service has partnered with over 2 million quality restaurants, with the daily order volume of the top 300 restaurant brands increasing 13 times compared to the first month of the service [2] - The rise of instant retail signifies a new phase in e-commerce competition, blending traditional long-distance logistics with local services [2] Advertising Issues - The issue of "redirect ads" has intensified during the Double 11 period, with reports of overwhelming ads on Taobao leading to investigations by local authorities [3] - Users have expressed dissatisfaction with the user experience, indicating that the pressure for e-commerce platforms to capture consumer attention is affecting overall satisfaction [3] Investment Activities - Berkshire Hathaway disclosed a $4.3 billion investment in Google, while continuing to reduce its stake in Apple, marking a significant shift in investment strategy [4] - The investment in Google positions it as Berkshire's tenth-largest holding, while Apple remains the largest [4] Apple and Gaming Industry - Apple confirmed a 15% commission rate for mini-programs and games, following negotiations with Tencent [5][6] - This commission rate reflects ongoing tensions between app developers and app store operators regarding revenue sharing [5][6] Robotics and Technology - Yushu Technology has completed its IPO counseling, indicating readiness for public listing and a focus on market expansion through new product launches [8] - Goldman Sachs predicts a significant increase in the global humanoid robot market, with expectations of 1.38 million units shipped by 2035 [9] AI Developments - Alibaba has secretly launched the "Qianwen" project, aiming to develop a personal AI assistant to compete with ChatGPT [10] - The global AI model ranking shows Claude, GPT-5, and GLM-4.6 tied for first place in coding models, highlighting the competitive landscape in AI development [12] Semiconductor Industry - SMIC reported a 43.1% year-on-year increase in net profit for Q3, driven by increased wafer sales and product mix changes [13] - The company's capital expenditure reached 17.065 billion yuan, reflecting ongoing investments in capacity and R&D [13] E-commerce Financial Reports - JD.com reported a 14.9% year-on-year revenue growth for Q3, but a 54.7% decline in net profit due to investments in new businesses [14] - Bilibili achieved a net profit of 470 million yuan in Q3, marking its most profitable quarter since going public [17]

来源：环球网 【环球网科技综合报道】11月16日消息，据路透社报道，当地时间周五，美国加州联邦陪审团作出裁 定，认定苹果公司的Apple Watch在血氧检测相关技术上侵犯医疗监测技术企业Masimo的专利，涉及运 动模式与心率通知功能，苹果需向Masimo支付约6.34亿美元赔偿金。 苹果公司对该判决结果表示异议，明确将提起上诉。Masimo则在声明中强调，这一裁定是其保护自身 创新成果与知识产权的重要胜利。 此次判决是双方长期专利纠纷的最新进展。Masimo此前指控苹果挖走其核心员工，盗用脉搏血氧检测 技术并应用于Apple Watch产品。这一争端曾引发连锁反应，2023年美国国际贸易委员会（ITC）已认定 苹果侵权，下令禁止进口Apple Watch Series 9和Ultra 2两款产品。为规避进口禁令，苹果曾暂时移除产 品中的血氧检测功能，直至今年8月推出经美国海关与边境保护局批准的更新版本。 目前相关法律程序仍在推进。ITC于本周五宣布将启动新程序，核查苹果更新后的手表是否仍需受进口 禁令约束；Masimo针对海关批准决定的诉讼尚未审结，苹果也已就此前的进口禁令向联邦上诉法院提 起挑战。 双方 ...

北京时间11月15日，巴菲特旗下伯克希尔·哈撒韦公司披露2025年第三季度持股报告（13F）。在巴菲特 宣布将于今年底正式交班后，伯克希尔在第三季度出手买入美国大型科技股——谷歌-A。与此同时， 伯克希尔继续减持苹果股票，且第三季度总体为股票净卖出。截至今年三季度末，伯克希尔的持仓市值 为2673亿美元，公司在二季度末的持仓市值为2575亿美元。据第三方网站WhaleWisdom统计，在资金流 动上，伯克希尔第三季度为股票净卖出。 调仓换股方面，伯克希尔三季度新买进Alphabet约1785万股，这是伯克希尔首次建仓谷歌母公司，这些 Alphabet股份市值约为43.4亿美元，在整体持仓中占比为1.62%，持仓排名位列第十。无论是从持仓市值 变化还是从持仓占比的变化来看，Alphabet都是伯克希尔三季度买入最多的个股。有分析认为，建仓 Alphabet可能是由伯克希尔的投资经理Todd Combs或Ted Weschler进行的，这两人此前在科技股领域更 为活跃。伯克希尔在三季度进一步抛售苹果。报告显示，伯克希尔三季度减持苹果约4179万股，持股数 较二季度末环比减少逾14.92%。 ...

Group 1 - Maserati has reduced the price of its electric SUV model Grecale Folgore to 358,800 yuan, with a range of 533 kilometers, but the final cost may reach around 400,000 yuan after options [2] - The founder of the toy industry pioneer Lin Liang passed away at the age of 102, known for introducing Transformers toys to China and supporting education through donations [4] - Hema's pet food brand "Pet Fresh" is closing all stores less than a year after opening, with significant discounts being offered at remaining locations [6] Group 2 - JD.com has launched a "JD Review" feature in testing phase, allowing users to review hotels and attractions, but it is not yet commercialized [9] - Apple CEO Tim Cook may step down as early as next year, with John Ternus seen as a potential successor, as the company prepares for leadership transition [10][11] - Sony Pictures has acquired the film rights for Bubble Mart's Labubu toy, which is currently in early development [13] Group 3 - A private international school in Beijing is facing financial difficulties, unable to pay staff salaries, attributed to shareholder disputes [19][14] - Alibaba's Tongyi app has been renamed to Qianwen, aiming to compete with ChatGPT as a personal AI assistant [17] - Five major airlines announced free cancellation and modification for tickets related to Japan routes due to special circumstances [17] Group 4 - Berkshire Hathaway has reduced its stake in Apple from 280 million shares to 238.2 million shares, while holding nearly $4.3 billion in Alphabet stock [19] - Tesla claims its Full Self-Driving (FSD) system has driving experience that surpasses any human driver, based on extensive data collection [18] - Google plans to increase its investment in data centers in India to over $15 billion, focusing on AI infrastructure [22] Group 5 - GAC High Domain has completed a 200 million yuan Pre-A round of financing, totaling 500 million yuan this year [24] - NOITOM Robotics has secured nearly 100 million yuan in Pre-A financing, with participation from various investment firms [24] - AI 3D generation company Yingmou Technology has completed a multi-million dollar A+ round of financing to enhance its technology and market reach [25]

Group 1 - Multiple airlines in China, including Air China, China Eastern Airlines, and Southern Airlines, announced a special ticket handling policy for flights to Japan, allowing free refunds and changes for tickets with travel dates before December 31, 2025 [2] - Other airlines such as Sichuan Airlines, Xiamen Airlines, and Hainan Airlines also issued similar notifications regarding ticket handling for Japan routes [2] Group 2 - The China Securities Regulatory Commission disclosed that Yuzhu Technology Co., Ltd. has completed its IPO guidance work, with the guidance period lasting less than four months [3] - The IPO guidance was filed on July 18, 2025, and the completion report was issued by CITIC Securities on November 10, 2025, with 24 staff members assigned during the guidance period [3] Group 3 - Berkshire Hathaway built a position in Google-A during the third quarter, purchasing nearly 17.85 million shares, corresponding to a market value of approximately $4.3 billion at the end of the quarter [5] - Berkshire also increased its holdings in several companies, including Chubb, Lennar, Domino's Pizza, Sirius XM, and Lamar Advertising, while reducing its stake in Apple by selling nearly 41.79 million shares, resulting in a 15% decrease in Apple shares held [5]

以下文章来源于数据宝 ，作者刘俊伶 本周（11月10日至14日）港股市场主要股指涨跌不一，恒生指数累计上涨1.26%，恒生科技指数下跌0.42%，恒生中 国企业指数上涨1.41%。 据证券时报·数据宝统计，本周南向资金合计成交净流入247.73亿港元，环比下降35.95%， 已连续26周净流入。 从本周上榜每日前十大活跃个股名单来看，共有17只个股上榜， 阿里巴巴-W 本周港股通成交总额最高，达到 489.19亿港元， 中芯国际、腾讯控股 港股通买卖总额均超过200亿港元。 从成交净买入金额来看，大型科技股本周获南向资金买卖不一， 小米集团-W 本周获南向资金净买入金额最高，达 到43.32亿港元，已连续两周居于净买入首位，上周成交净买入43.11亿港元。小米集团 -W9月26日以来走势明显下 跌，累计跌幅近三成。 腾讯控股 本周获南向资金净买入金额8.58亿港元。 阿里巴巴-W、美团-W 遭到南向资金减持，分别净卖出24.79亿港 元、1.92亿港元。 数据宝 . 数据宝——证券时报智能原创新媒体，中国股市大数据新媒体领先品牌，依托证券时报财经数据库和证监会指定信 息披露媒体的权威信息，让您用手机也能从海量 ...

Core Insights - Apple has experienced significant growth under CEO Tim Cook, who has led the company for 14 years since taking over from Steve Jobs, introducing successful product lines such as Apple Watch, AirPods, M-series chips, and Vision Pro, while also driving the services business [3] - The Apple board and executives have accelerated discussions regarding a potential CEO succession, with John Ternus, Senior Vice President of Hardware Engineering, emerging as a leading candidate [3][6] - Despite speculation that controversies surrounding AI and product innovation may prompt an early transition, reports clarify that the succession planning is unrelated to current business performance, as Apple is expected to report strong results for the iPhone 17 series and the upcoming fiscal year [6][8] Management Changes - Recent management changes at Apple include the retirement of former COO Jeff Williams and the departure of long-serving CFO Luca Maestri, indicating a significant leadership transition within the company [6] - The accelerated CEO succession planning, alongside the recent changes in COO and CFO positions, suggests that Apple is undergoing an unprecedented management overhaul [6] Future Implications - John Ternus, with a hardware engineering background, contrasts with Cook's operational style, and his potential leadership could significantly influence Apple's product development direction over the next 5 to 10 years [8] - While Cook's tenure has faced criticism for perceived innovation shortcomings, his leadership has undeniably led to unprecedented commercial success for Apple, raising questions about the future direction under new leadership [8][10] - The next CEO will need to maintain stability while also driving new breakthroughs in product innovation [10]

传音控股表示，将在股东会决议有效期内（即自公司股东会审议通过之日起24个月或同意延长的其他期限）选择适当的时机和发行窗口完成本次发行H股 并上市。此前，市场曾传言传音控股考虑赴港上市，但公司方面一直未作公开回应。 作为最早进入非洲的国产手机厂商，传音控股被业界誉为"非洲手机之王"。目前，公司在埃塞俄比亚、印度、孟加拉国等地设有生产制造中心，产品已进 入全球超过70个国家和地区。根据IDC数据，2024年，传音控股智能机在全球市场的占有率为8.6%，排名第四，在非洲、巴基斯坦、孟加拉国、菲律宾等 地的智能机出货量位居第一。 然而，今年前三季度，传音控股营收495.4亿元，同比下滑3.33%，净利润21.48亿元，同比下滑44.97%。第三季度，公司营收同比增长22.6%，但净利润同 比下滑11.06%。对此，传音控股在最新投资者交流活动中解释称，受市场竞争及供应链成本综合影响，公司三季度毛利率有所下降。未来，公司将根据 成本变化和市场竞争等动态进行调整，如提价、产品结构调整等，以保持财务健康的毛利率水平。 最新公告显示，传音控股本次发行H股并上市尚需提交公司股东会审议，并需取得中国证监会、香港联交所和香港证券及 ...