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OPPO哈苏战略合作再升级,Q4将公布移动影像新技术
Feng Huang Wang· 2025-07-17 12:45
回顾双方的合作历程,自2022年正式建立战略伙伴关系以来,OPPO与哈苏已经共同研发了四代影像技 术方案,这些技术已经应用于超过15款Find X系列和Find N系列的旗舰机型中。期间推出的核心技术包 括:针对移动端优化的哈苏自然色彩方案、模拟哈苏经典镜头效果的人像拍摄模式、还原哈苏65:24宽 幅比例的XPAN拍摄模式,以及与哈苏X2D相机色彩风格高度匹配的大师拍摄模式等。 业内分析认为,OPPO与哈苏的深度合作体现了智能手机影像技术向专业化方向发展的趋势。随着移动 摄影需求的不断升级,传统相机厂商的专业技术与手机厂商的创新能力相结合,正成为推动移动影像技 术进步的重要驱动力。 值得关注的是,此次合作的技术成果预计将首先应用于OPPO Find系列的后续产品中,具体的产品发布 时间和技术细节仍有待官方在第四季度的进一步披露。 OPPO首席产品官刘作虎在谈及此次合作时表示,本次深化合作源于双方在技术创新方面的理念契合。 他指出,前期合作已经将哈苏的专业影像技术成功移植到移动设备上,未来的合作将在移动摄影领域实 现更大突破。 从技术层面来看,OPPO与哈苏正在联合攻关的下一代影像系统,主要聚焦于提升移动设备在 ...
折叠屏手机的“厚度战争”,是否真的有意义?
3 6 Ke· 2025-07-17 11:38
早在2019年2月,当我们三易生活前方团队去往西班牙的巴塞罗那、为大家带来MWC的第一手报道时,看 到的除了全球首批5G手机之外,同时也有最早的几款"折叠屏机型"。 当然,现在大家都知道,2019年2月的那一批折叠屏手机因为材料不成熟的原因,可靠性后来基本都成了 笑话。但站在当时的角度来说,大家其实并不会责怪相关厂商,因为几乎所有人都将折叠屏(特别是其中 的"大折叠")看作手机行业的下一个"顶级旗舰"符号,并期盼这类产品能够越做越好,真正撑起符合它们 价位的用户体验。 但当我们看到2025年迄今为止的折叠屏新机,那一个比一个薄、一个比一个轻的机身时,反而有点感到疑 惑了。 而且超高硅负极设计是否会对电池的长期寿命有负面影响,目前其实也还没有真正定论。所以现在这些大 折叠将来有没有可能会更容易电池"暴毙"?还真不好说。 越来越薄的大折叠,短板其实还挺明显 为什么我们会感到不解,因为如今的折叠屏手机似乎并没有在全部的方面,都代表了当前最强的相关技 术。相反,几乎所有品牌的大折叠几乎都陷入了对轻薄设计的狂热追求中,并不惜为此付出了相当多的代 价。 比如在一些品牌的产品中可以看到,超薄型的大折叠要么会选用没那么新、性 ...
午评:创业板指涨超1% AI硬件股再度爆发
Zhong Guo Jin Rong Xin Xi Wang· 2025-07-17 05:07
Market Overview - The market showed mixed performance in early trading, with the ChiNext Index leading the gains, up over 1% [1] - As of the midday close, the Shanghai Composite Index was at 3506.94 points, up 0.09%, with a trading volume of 346.1 billion; the Shenzhen Component Index was at 10813.75 points, up 0.87%, with a trading volume of 552.6 billion; the ChiNext Index was at 2255.36 points, up 1.13%, with a trading volume of 264 billion [1] Sector Performance - CPO, PCB, PEEK materials, and Huawei HiSilicon sectors saw significant gains, while insurance, real estate, electricity, and gas sectors experienced declines [1] Stock Highlights - AI hardware stocks surged again, with companies like New Yisheng and Dongshan Precision reaching new historical highs [2] - Robotics concept stocks remained active, with Zhongdali De achieving three consecutive trading limit-ups in five days [2] - Innovative drug concept stocks maintained strong performance, with Chengdu Xian Dao hitting the daily limit [2] - Overall, more than 2900 stocks in the market rose [2] Institutional Insights - Yin Hua Fund noted that as the mid-year report season approaches, the market needs to reassess growth levels, with potential uncertainties from new tariffs imposed by Trump affecting global trade dynamics. The market is expected to maintain a strong oscillating pattern in the short term [3] - China Galaxy Securities highlighted the formal establishment of the Sci-Tech Innovation Board, which supports the national strategy for technological self-reliance and strengthens the capital market for high-quality investment banking services. The policy goals of "stabilizing growth and the stock market" will continue to guide sector trends [3] Smartphone Market Outlook - According to Counterpoint Research, global smartphone shipments are expected to see a slight year-on-year increase of 2% in Q2 2025, driven by contributions from North America, Japan, and Europe [4] - Samsung retained its position as the world's largest smartphone manufacturer, showing the fastest growth among the top five companies. Apple also continued its growth trajectory with a 4% year-on-year increase, supported by strong performance in North America, India, and Japan [4] Nvidia Stock Activity - Nvidia's CEO, Jensen Huang, plans to further reduce his holdings by selling 75,000 shares, following a series of sales totaling 225,000 shares worth approximately $38 million [5] - Nvidia's market capitalization has surpassed $4 trillion, making it the first company to reach this milestone, with a closing market cap of $4.18 trillion as of the last trading day [5] Financing Trends - As of July 16, the financing balance on the Shanghai Stock Exchange was reported at 950.08 billion, an increase of 4.55 billion from the previous trading day. The Shenzhen Stock Exchange's financing balance was 928.09 billion, up by 2.26 billion, bringing the total financing balance across both exchanges to 1.878 trillion, an increase of 6.81 billion [6]
Counterpoint:二季度全球智能手机出货量同比增长 2%
news flash· 2025-07-17 02:49
7月17日,根据Counterpoint Research市场监测服务的初步数据估算,2025年第二季度全球智能手机出货 量同比小幅增长2%。这一增长是连续第二个季度实现增长,主要得益于北美、日本和欧洲市场的贡 献。三星以出货量同比增长8%在2025年第二季度保持了全球智能手机市场第一的位置。苹果继续位居 第二,其出货量同比增长4%。小米2025年第二季度的表现同比持平,紧随其后位居第三。vivo和OPPO 分别排名第四和第五,在中端市场表现稳定,并在拉丁美洲、中东和非洲(MEA)等海外市场出现复 苏迹象。 ...
Counterpoint Research:得益于北美、日本和欧洲市场的贡献 2025年Q2全球智能手机出货量同比增长2%
智通财经网· 2025-07-17 02:28
Group 1 - Global smartphone shipments are projected to see a slight year-on-year increase of 2% in Q2 2025, marking the second consecutive quarter of growth, primarily driven by contributions from North America, Japan, and Europe [1] - The first quarter's shipment disruptions due to tariff concerns have started to ease in the second quarter, although markets like China and North America still face some impacts, leading to inventory buildup in North America [1] - Entry-level and budget 5G devices are gaining traction in emerging markets, while high-end demand remains stable in mature markets [1] Group 2 - Samsung retains the top position in the global smartphone market with an 8% year-on-year increase in shipments in Q2 2025, supported by strong performance from the A series and foldable AI-driven products [1] - Apple ranks second with a 4% year-on-year increase in shipments, driven by preemptive demand in North America due to anticipated tariff impacts and strong performance in India and Japan [1] - The iPhone 16 and iPhone 15 series continue to see stable demand, and the upcoming iPhone 17 series is expected to maintain momentum in the second half of the year [1] Group 3 - Vivo and OPPO rank fourth and fifth respectively, showing stable performance in the mid-range market and signs of recovery in overseas markets such as Latin America and the Middle East and Africa (MEA) [2] - OPPO solidifies its leading position in the entry-level market with strong performance from the A5 Pro, while Vivo benefits from events like China's "618" shopping festival and strong performance of its Y and T series in the Indian mid-range market [2] - Motorola experiences a 16% year-on-year increase in shipments, becoming one of the fastest-growing major brands, driven by high demand in India and expansion in the North American prepaid market [2]
2025年Q2全球智能手机出货量同比增长 2%,得益于发达市场的增长;三星继续领跑
Counterpoint Research· 2025-07-17 01:25
以下文章来源于Counterpoint 咨询 ,作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司,在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据,帮助他们做出明智的决策。 研究总监Tarun Pathak 评论市场动态时表示:"第一季度因对关税的担忧导致的出货中断情况在第 二季度开始缓解。不过中国和北美等市场仍受到一定影响,导致北美市场出现库存积压现象。入门 级和经济型5G设备在新兴市场的关注度持续上升,而高端需求在成熟市场保持稳定。" 全球智能手机前五大品牌出货量份额(初步数据) 2025年第二季度全球智能手机出货量实现连续第二个季度增长,同比增长2%,主要得益于北 美、日本和欧洲市场的增长。 三星保住了全球第一的位置,并在前五大厂商中增长最快。这一表现得益于其在各区域市场的 韧性和战略性产品发布(如中端A系列机型的升级发布)实现8%的同比增长。 苹果在2025年第二季度延续了增长势头,在北美、印度和日本的强劲表现的推动下,同比增长 4%。 摩托罗拉在2025年第二季度同比增长 ...
财信证券晨会纪要-20250717
Caixin Securities· 2025-07-17 00:30
证券研究报告 2025 年 07 月 17 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3503.78 | -0.03 | | 深证成指 | 10720.81 | -0.22 | | 创业板指 | 2230.19 | -0.22 | | 科创 50 | 997.63 | 0.14 | | 北证 50 | 1415.98 | 0.27 | A 股市场概览 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | (亿元) | | 值(亿元) | PE | PB | | 上证指数 679742 | | 528742 | 12.55 | 1.30 | | 深证成指 234085 | | 192748 | 20.87 | 2.21 | | 创业板指 | 62151 | 49516 | 29.08 | 4.03 | | 科创 50 | 34842 | 23271 | 54.22 | 4.19 | | 北证 50 | 3131 | 2166 | 48.44 | 4.8 ...
美国6月CPI上涨2.7%,中国二季度手机出货量下降 | 财经日日评
吴晓波频道· 2025-07-16 16:07
Group 1: Economic Indicators - The U.S. June CPI rose by 2.7% year-on-year, the highest since February, slightly exceeding expectations of 2.6% and up from 2.4% in the previous month [1] - Core CPI for June increased by 2.9% year-on-year, meeting expectations but slightly higher than the previous value of 2.8% [1] - The probability of a 25 basis point rate cut by the Federal Reserve in September is estimated at 62%, with expectations of nearly two cuts by the end of the year [1] Group 2: Smartphone Market in China - In Q2 2025, China's smartphone market shipments declined by 4% year-on-year, ending six consecutive quarters of growth, with total shipments at 69 million units [3] - Huawei regained the top position with 12.5 million units shipped, holding an 18.1% market share, while other major brands like Vivo, OPPO, and Apple saw declines in shipments [3][4] - The decline in shipments is attributed to cautious market sentiment and the end of government subsidies, leading manufacturers to reduce inventory pressure [4] Group 3: Local Asset Management Companies - The Financial Regulatory Bureau released new regulations for local asset management companies (AMCs) to clarify business scope and improve risk management [5][6] - The regulations aim to prevent AMCs from engaging in activities that could increase financial risks, such as facilitating new hidden debts [7] - The focus is on ensuring AMCs serve local economies effectively while adhering to defined operational boundaries [6][7] Group 4: Geely's Acquisition of Zeekr - Geely announced the acquisition of all remaining shares of Zeekr, with a total cash consideration of approximately $2.399 billion [8] - Zeekr is projected to achieve revenues of 75.913 billion yuan in 2024, a 46.9% increase year-on-year, while its net loss is expected to narrow by 29.9% [8] - The acquisition is part of Geely's strategy to consolidate its electric vehicle brands and reduce internal competition [9] Group 5: Apple’s Foldable iPhone Development - Apple has decided to use Samsung's display technology for its first foldable iPhone, moving away from in-house development due to slow progress [10][11] - The foldable iPhone is expected to enter production by late 2025, with Samsung providing the core display components [10] - This shift reflects Apple's cautious approach to emerging technologies and the need to maintain its competitive edge in the market [11] Group 6: Sam's Club Brand Strategy - Sam's Club has introduced mainstream brands like Haoliyou and Weilong, causing dissatisfaction among members who expect unique product offerings [12][13] - The expansion of Sam's Club is projected to increase the number of stores significantly, with sales exceeding 5 billion USD in some locations [13] - Consumer reactions indicate that even with branding adjustments, acceptance of mainstream products may take time, challenging Sam's Club's brand positioning [14] Group 7: A-Share Market Trends - As of June 2025, the total number of A-share investors surpassed 240 million, with a significant increase in individual investors [15] - The market is transitioning towards a more mature structure, with a decline in individual investor holdings and an increase in institutional participation [16] - Recent market activity shows a lack of clear trends, with various sectors experiencing mixed performance amid ongoing adjustments [17][18]
氪星晚报|强生Q2营收237.4亿美元,高于市场预期;黄仁勋:轻视华为和中国制造的人都极其天真;腾讯元宝上线图片AI编辑能力
3 6 Ke· 2025-07-16 14:51
Group 1 - JD Health's medical beauty department services have been launched on the JD App, expanding its offerings beyond health check-ups to include various specialized outpatient services [1] - MiniMax is set to complete nearly $300 million in new financing, bringing its valuation to over $4 billion, and is seeking an A-share listing [2] - Schneider Electric is reportedly in talks to acquire Temasek's remaining 35% stake in its Indian joint venture for approximately $1 billion, valuing the entire joint venture at around $5 billion [3] Group 2 - Johnson & Johnson reported Q2 revenue of $23.74 billion, exceeding market expectations of $22.858 billion, with an adjusted EPS of $2.77 [4] - ASML warned that U.S. tariff policies may hinder its growth prospects, with the CEO indicating uncertainty in achieving growth by 2026 due to geopolitical factors [4] - Global smartphone shipments grew by 2% year-on-year in Q2 2025, driven by demand in North America, Japan, and Europe, with Samsung and Apple showing significant growth [4] Group 3 - North Power (Shandong) Group completed a 300 million RMB A+ round financing, aimed at developing energy-efficient technologies and promoting photovoltaic technology [6] - "Wujie Ark" completed Pre-A and Pre-A+ rounds of financing, focusing on multi-modal model and Agent technology development [7] - Tencent Yuanbao launched an AI image editing feature, allowing users to create stylized images through simple text prompts [8] Group 4 - Hema launched a new HPP juice product, emphasizing the use of fresh ingredients and HPP sterilization technology to retain nutritional value [9] - Smart robotics company Zhiyuan Technology clarified that revenue from humanoid robot-related products accounts for less than 1% of its total revenue, indicating limited impact on overall performance [11] - NVIDIA's CEO praised Huawei's technological capabilities, emphasizing the importance of recognizing China's manufacturing strength [12]
每日复盘:2025年7月16日市场冲高回落,医药股逆势走强-20250716
Guoyuan Securities· 2025-07-16 13:43
Market Performance - On July 16, 2025, the Shanghai Composite Index fell by 0.03%, the Shenzhen Component Index decreased by 0.22%, and the ChiNext Index also dropped by 0.22%[3] - The total market turnover was 1,441.85 billion yuan, a decrease of 169.95 billion yuan compared to the previous trading day[3] - Out of 5,276 stocks, 3,329 rose while 1,947 fell[3] Sector and Style Analysis - The top-performing sectors included Automotive (up 1.05%), Consumer Services (up 0.98%), and Pharmaceuticals (up 0.94%)[19] - The worst-performing sectors were Steel (down 1.24%), Banking (down 0.48%), and Construction (down 0.45%)[19] - Fund-heavy stocks outperformed the CSI All Share Index[19] Capital Flow - On July 16, 2025, the net outflow of main funds was 19.67 billion yuan, with large orders seeing a net outflow of 10.11 billion yuan and small orders experiencing a net inflow of 20.75 billion yuan[23] - Southbound capital recorded a net inflow of 1.60 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 2.01 billion HKD[25] ETF Trading - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -5.32 billion yuan and -13.41 billion yuan respectively[28] - The total trading volume for the CSI 500 ETF was 10.00 billion yuan, showing a slight increase of 0.40 billion yuan[28] Global Market Trends - On July 16, 2025, major Asia-Pacific indices generally declined, with the Hang Seng Index down 0.29% and the Nikkei 225 down 0.04%[5] - European indices also fell, with the DAX down 0.42% and the FTSE 100 down 0.66%[32] - In the U.S., the Dow Jones Industrial Average decreased by 0.98%, while the Nasdaq Composite rose by 0.18%[32]