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Apple to bring back blood oxygen feature to some smartwatches amid lawsuit
New York Post· 2025-08-14 17:43
Apple will bring a blood oxygen measurement feature to some of its watch models via a software update after receiving approval from the US government amid a protracted legal dispute over the technology, it said on Thursday.The move will allow users of Apple Watch Series 9, Series 10, and Apple Watch Ultra 2 in the United States to view their blood oxygen levels on a paired iPhone.It comes after years of legal wrangling with Irvine, Calif.-based Masimo, which has accused Apple of hiring its employees and ste ...
Apple's Hidden Growth Engine Surges
Seeking Alpha· 2025-08-14 16:10
Since my last coverage , Apple (NASDAQ: AAPL ) has climbed 8%, handily outpacing the S&P 500’s 3.5% gain, as investor sentiment warmed on the back of Services strength. The focus now shifts from merely highlighting Apple’s ecosystem moat to recognizing Services asHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with ...
X @TechCrunch
TechCrunch· 2025-08-14 13:56
Apple's blood oxygen monitoring returns to its latest Apple Watches | TechCrunch https://t.co/eUrfgnD4Sf ...
联想集团CEO杨元庆:我们实现市场份额不掉,盈利不减的目标
Sou Hu Cai Jing· 2025-08-14 08:13
Core Viewpoint - Lenovo Group reported strong financial results for Q2 2025, with revenue of $18.83 billion, a 22% increase year-over-year, and a net profit of $5.38 billion, up 112% from the previous year [2][3]. Financial Performance - Revenue for Q2 2025 reached $18.83 billion, compared to $15.447 billion in the same period last year, marking a 22% growth [2]. - Operating profit was $785 million, up 59% from $494 million year-over-year [2]. - Net profit for the period was $538 million, a significant increase from $253 million in the previous year, reflecting a 112% growth [2]. - Non-Hong Kong Financial Reporting Standards indicated a profit attributable to equity holders of $389 million, also a 22% increase [2]. Business Strategy and Market Position - The company emphasized maintaining competitiveness and market share despite challenges from tariffs and political-economic factors [5][8]. - Lenovo has established a global manufacturing footprint with over 30 manufacturing bases in more than ten countries, enabling a "global resources, local delivery" model [8]. - The company highlighted China as a key manufacturing hub due to its cost advantages compared to other regions [8]. Growth Drivers - Lenovo's diverse business segments contributed to growth, with non-PC business revenue accounting for 47% of total revenue [4]. - The personal computer segment saw a 20% growth, the fastest in 15 quarters, driven by strong demand for AI PCs, which now represent nearly one-third of all PC sales [6][12]. - AI-driven products, including AI PCs and servers, are significant growth engines, with AI server revenue increasing by over 155% [7]. Future Outlook - The company expects continued high single-digit market growth in the PC sector, driven by factors such as the transition to Windows 11 and the increasing demand for AI PCs [12]. - Lenovo is committed to increasing R&D investments, particularly in AI technologies, to enhance product competitiveness [9]. - The mixed AI strategy aims to integrate public and private AI solutions, enhancing user experience and operational efficiency across various sectors [13][14]. Investor Communication - The company plans to focus on non-Hong Kong Financial Reporting Standards for a clearer reflection of operational performance, especially in light of recent financial instruments affecting reported profits [10]. - Lenovo's strategic execution and supply chain capabilities are positioned to drive growth despite external uncertainties, with a focus on communicating progress to investors [16].
中国世界人工智能大会-中国全面投身人工智能领域,但存在 1.5 个泡沫正在形成-China's WAIC_ China All-in AI, but 1.5 Bubbles in the Making
2025-08-14 02:44
China's WAIC: China All-in AI, but 1.5 Bubbles in the Making WAIC indicates China is all-in AI, with 800+ participating firms (500+ in 2024) and show area over 70K sqm (50K in 2024). We expected that post DeepSeek. But we see the risk of 1.5 bubbles: 1) humanoid robots (one bubble) - over 90 new robot models shown but we see tech constraint, high cost and limited applications, and 2) AI/AR glasses (half bubble) - many players but a lack of differentiation and also tech challenges. We discuss KTA and what we ...
联想集团(00992) - 2026 Q1 - 电话会议演示
2025-08-14 02:00
Q1FY26 Earnings Announcement Aug 14, 2025 2025 Lenovo Internal. All rights reserved. 2025 Lenovo Internal. All rights reserved. Forward-Looking Statement This presentation contains "forward-looking statements", which are statements that refer to the expectations and plans for the future and include, without limitation, statements regarding Lenovo's future results of operations, financial condition or business prospects as well as other statements based on projections, estimates and assumptions. In some case ...
华为官宣新MatePad Air搭载超清护眼云晰柔光屏 8月15日发布
Feng Huang Wang· 2025-08-14 01:57
回顾历代华为MatePad Air平板,其凭借轻薄、高颜值的外观设计,收获了众多潮流用户的青睐。此次 新一代产品在屏幕显示技术上的升级,或许有望进一步提升其在平板市场的竞争力。 作为参考,现版本华为MatePad Air搭载高通骁龙888处理器,配备11.5英寸3:2生产力屏,搭载 HarmonyOS 3.1系统,支持多种互联功能以及40W有线快充,售价2599元起。 凤凰网科技讯 8月14日,华为正式官宣新一代MatePad Air将于8月15日发布,该产品最大亮点是搭载了 超清护眼云晰柔光屏。 华为终端同步发布了关于超清护眼云晰柔光屏的介绍视频,视频中通过对比云晰柔光屏与其他柔光屏及 纳米纹理玻璃在静态暖光和动态冷光下的显示效果,展现了其优势。得益于高精度纳米蚀刻工艺,新一 代MatePad Air的柔光屏在清晰度与通透度上实现大幅提升,能为用户带来更高清、更舒适的柔光体 验。同时,经过纳米蚀刻与磁控镀膜技术的再优化,屏幕可消除更多干扰光,反射率持续降低,进一步 增强了视觉舒适度。 ...
X @The Economist
The Economist· 2025-08-14 01:20
India is becoming Apple’s factory floor, with nearly one in five iPhones assembled there. Yet this also shows how far the country still lags behind https://t.co/TyHphSFLaf ...
联想集团(00992)25/26财年第一季度业绩超预期增长 营收再创同期历史新高
智通财经网· 2025-08-14 00:45
智通财经APP获悉,2025年8月14日,联想集团(00992)发布截至2025年6月30日的2025/26财年第一季度 业绩:当季营收同比增长22%至1362亿元人民币,远超市场预期的13.7%,创下历史同期新高;非香港 财务报告准则下净利润同比增长22%,达28.16亿元人民币,盈利能力显著增强,赢得"开门红"的强劲起 势。 这一亮眼业绩,正是在特朗普关税战对全球贸易和供应链开始造成巨大扰动期间取得,因此殊为不易。 联想集团董事长兼CEO杨元庆表示,"凭借ODM+的端到端运营,以及"全球资源、本地交付"的独特模 式,我们克服了关税等宏观环境带来的挑战,成功兑现了前两个季度承诺的保持竞争力不降、市场份额 不掉、盈利不减的目标。" 得益于多元化增长引擎持续加速,联想集团本财季非PC业务营收占比进一步提升至47%,驱动集团增 长结构更趋均衡的同时,也为公司混合式AI的纵深布局提供了坚实的业务基础。这也意味着,联想正 加速撬动"AI+终端"这一大飞轮的转动,以PC为支点,带动IDG、ISG、SSG多业务协同增长,形成从个 人智能到企业智能的正向飞轮效应。 当下,"超级智能"正成为全球科技巨头竞相押注的新风口,这与 ...