2月27日晚，小米集团董事长雷军开启春节假期后的首场直播，也是马年的首场直播，2026年的第6场直播，和网友们聊了小米汽车的安全体系。 图源：雷军个人账号 直播最后，雷军说道："我们通过类似于科普和技术性的介绍，让大家了解我们在安全体系上下了多大的功夫，在每一个设计上我们是怎么思考的。" 图源：雷军个人账号 专家称，该过程会经过较长的时间，在此期间企业不允许接触车辆，作为被调查方，要如实提供信息。车企如果没有监管部门的许可，原则上是不能自行披 露事故的相关信息。 直播截图 随后，小米方面还透露，新的一年，小米汽车将重建小米汽车安全顾问委员会，将向全国各大专院校、科研院所的车辆安全专家，以及曾经参与过国家事务 调查召回的专家发出邀请，请他们来为小米汽车的安全进行多角度评估和把关。 小米安全专家表示："安全是全行业最重视的事情，我们也希望在国家有关协会的牵头下，成立汽车安全联盟，定期分享安全进展，探讨解决安全问题，共 同推进行业安全水平。" 为此，雷军邀请了四位业内专家，分别介绍了小米汽车安全体系的建设、小米汽车电池的安全，直播地点专门设置在小米汽车工厂的电池包生产车间。 在直播当中，雷军表示，小米造车以来，一直 ...

2026年02月26日，瀛通通讯公告全资子公司取得一项发明专利，名称为"一种极细同轴线材定位焊接设 备"，该专利有利于完善公司知识产权保护体系，提升长期核心竞争力，但短期内对生产经营无重大影 响。公司近期持续聚焦无线耳机、AI硬件等新兴赛道，如2025年10月公告的无线耳机产能扩张项目， 为未来增长提供支撑。 近期事件 以上内容基于公开资料整理，不构成投资建议。 经济观察网 2026年02月27日，瀛通通讯股价下跌2.08%，报收19.80元，成交额9635.90万元，换手率 3.24%，总市值36.88亿元。当日主力资金净流出472.93万元，连续3日呈现净流出态势，近5日累计净流 出2443.21万元，显示短期资金面承压。技术面显示，当前股价接近压力位20.12元，筹码平均成本为 19.68元，若突破压力位可能开启上涨行情，但需警惕回调风险。此前于2026年02月24日，股价曾上涨 2.01%，报收19.76元，主力资金小幅净流入8.15万元，但近5日整体跌幅为2.71%，波动较为显著。行业 层面，消费电子板块同期下跌0.54%，公司股价表现与板块走势基本同步。 ...

人们常说"眼见为实"，但如果今天再问一个问题：照片还能算现实的记录吗？答案或许已经不像过 去那么简单。 越来越多的手机摄影功能，并不是单纯记录影像。在算法和人工智能（AI）的参与下，能对画面 进行重建、补全甚至重新生成。曾参与iPhone人像模式开发的兹夫·阿塔指出，如今手机相机"远不只是 记录传感器捕捉到的光线"，系统会根据算法推测更理想的画面，并重新构建图像。对很多用户而言， 相册里的照片实际上已经是一种计算生成的结果。 被算法"矫正"的记忆与审美 AI影像的影响，可能不仅停留在技术层面。 美国麻省理工学院媒体实验室的一项研究发现，当人们观看由AI生成或明显处理过的影像时，更 容易形成并不存在的记忆。研究人员让约200名参与者观看不同版本的视频，其中部分内容由AI生成。 结果显示，一些参与者会记住实际上并未出现的细节。研究人员认为，影像一直是人类记忆的重要线 索。当图像被算法自动优化甚至部分生成时，人们保存下来的可能并非当时真实发生的一刻，而是技术 加工后的版本。 从简单的照片增强到幻觉般的面部特征，现代手机在很大程度上决定了记忆的呈现方式。我们或许 会喜欢最终效果，但它们可能改变我们看待世界的方式。 手 ...

Core Insights - The article discusses the emergence of "modelbusters" in the AI era, companies that redefine market growth curves by leveraging new technologies and business models, often exceeding financial models and market expectations [1][2]. Group 1: Definition and Importance of Modelbusters - "Modelbusters" are defined as companies that either have a total addressable market (TAM) far exceeding expectations or those that open up new opportunities by expanding their product lines [2]. - Successful category creators are often "modelbusters," indicating that many of these companies start in one form and evolve into the other [2]. Group 2: Examples of Modelbusters - The iPhone, launched in 2007, was initially underestimated by analysts, who believed it targeted only a niche market. However, it quickly became the third-largest mobile supplier globally, surpassing expectations by nearly three times [4]. - Roblox was initially seen as a simple platform for children, but its founder envisioned it as a cloud-native developer platform, leading to significant user growth and engagement, particularly among older demographics [5][6]. Group 3: New Product Opportunities - Companies like CrowdStrike and Anduril exemplify "modelbusters" that create new opportunities through product innovation [7]. - CrowdStrike transitioned from being viewed as a traditional antivirus provider to a comprehensive cloud security platform, significantly expanding its market potential and exceeding revenue expectations [8][9]. - Anduril disrupted the traditional defense procurement process by developing products independently and selling them to the U.S. Department of Defense, unlocking a $3 trillion budget [10][11][12]. Group 4: Characteristics of Modelbusters - Modelbusters focus on "what" their products do rather than "how" they deliver them, emphasizing fundamental innovation over mere delivery method improvements [13][14]. - They operate in "pull" markets, where customer demand drives growth, as evidenced by high retention rates and customer satisfaction [15]. - Network effects, while not essential, can provide a significant competitive advantage, enhancing product value as user engagement increases [16][17]. - Strong compound growth is a hallmark of modelbusters, often leading to revenue growth that far exceeds traditional financial models [18]. Group 5: Future of Modelbusters - The article highlights the immense opportunities presented by AI, with projections of over $1 trillion in investments in AI infrastructure over the next five years, indicating a fertile ground for the next generation of modelbusters [19].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688775 证券简称：影石创新 公告编号：2026-006 影石创新科技股份有限公司 关于美国国际贸易委员会对公司开展337调查的 最终裁决结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 影石创新科技股份有限公司（以下简称"公司"）此前获悉美国GoPro, Inc.公司（美国纳斯达克上市公 司，股票代码：GPRO，以下简称"GoPro"）于2024年3月29日（美国时间）根据《美国1930年关税法》 第337节规定向美国国际贸易委员会（United States International Trade Commission，以下简称"ITC"）提 出调查申请（以下简称"337调查"），主张公司及公司美国子公司Arashi Vision (U.S.) LLC相关产品及配 件、照相系统侵犯其在美知识产权，具体内容详见公司于上海证券交易所网站 （https://www.sse.com.cn）披露的《影石创新科技股份有限公司首次公开发行股票并在科创板上市招股 ...

Core Viewpoint - Apple, traditionally seen as a dominant force in supply chain management, is now facing significant challenges due to a global shortage of memory chips, forcing the company to adapt its negotiation strategies with suppliers like Samsung [1][3]. Group 1: Supply Chain Dynamics - Apple is currently engaged in intense negotiations with Samsung to secure memory chips for the upcoming iPhone 17 series, with executives reportedly stationed in South Korea for direct discussions [3]. - Initially, Samsung planned to increase prices by approximately 60%, but later proposed a staggering 100% price hike, effectively doubling the cost [4]. - Contrary to expectations, Apple accepted the price increase without significant negotiation, indicating a deep-seated fear of supply disruptions [6]. Group 2: Market Conditions - The memory chip market is experiencing extreme price volatility, with the cost of a 12GB LPDDR5X memory chip rising from $25-$29 in early 2025 to $70 by the end of the same year [6]. - Industry analysts predict that contract prices for ordinary DRAM will increase by 55% to 60% in Q1 2026, while flash memory prices are expected to rise by over 30% [8]. - The surge in demand for high-end memory chips, driven by AI applications, has led to a decrease in the production of standard LPDDR memory, exacerbating supply shortages [8]. Group 3: Financial Implications - Apple's decision to accept the price increase reflects its substantial cash reserves, allowing it to absorb the costs without immediate financial strain [10]. - However, the increased costs are likely to be passed on to consumers, with potential price hikes for higher storage versions of the iPhone 17, possibly ranging from several hundred to over a thousand dollars [10].

Market Overview - The Hong Kong stock market showed signs of recovery, with the Hang Seng Index rising by 0.95% to close at 26,630 points, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 0.51% and 0.56% respectively [1][2]. Technology Sector Performance - Major tech stocks led the market rebound, with Tencent's stock price reaching 530 HKD during the day. Other tech companies such as NetEase, Meituan, JD.com, and Baidu also saw positive performance [2][3]. Stock Performance Data - Notable stock performances included: - Tencent Holdings (00700) at 518.00 HKD, up by 6.00 HKD (+1.17%), with a total market capitalization of 4.717 trillion HKD - NetEase (09999) at 179.20 HKD, up by 4.20 HKD (+2.40%), with a market cap of 567.35 billion HKD - Meituan (03690) at 81.15 HKD, up by 0.70 HKD (+0.87%), with a market cap of 495.99 billion HKD [3]. Sector Movements - Other sectors such as banking, real estate, and coal also showed strength, while power, steel, and oil stocks were active [4]. - Conversely, sectors like aviation, consumer electronics, and building materials experienced declines [4]. Market Dynamics - The overall trading volume in the Hong Kong market was 288.42 billion HKD, indicating increased liquidity. Short selling amounted to 36.55 billion HKD, representing 12.67% of the total trading volume, highlighting ongoing market divergence [4]. - The market is experiencing rapid rotation of hot and cold sectors, with cyclical stocks like steel and rare earths gaining strength, while AI-related sectors such as storage and chips faced declines [5][7]. Policy Implications - Recent meetings by the Central Political Bureau emphasized the need for more proactive macro policies to expand domestic demand and optimize supply, which may provide further support for the market [7]. A-Share Market Correlation - The A-share market mirrored the performance of the Hong Kong market, with a total trading volume of approximately 24,880.24 billion HKD, showing a decrease of about 504.22 billion HKD from the previous trading day. Over 3,200 stocks rose, particularly in the cyclical sector [8].

证券日报网2月27日讯 ，飞荣达在接受调研者提问时表示，消费电子客户包括H公司、三星、荣耀、联 想、戴尔、惠普、宏碁、荣耀、小米、三星、Meta及其他重要客户等。公司从1997年开始和H公司合 作，属于公司重要的客户及合作伙伴，双方在手机、笔记本、服务器、通信设备、新能源汽车、储能等 领域均有合作。长期以来，公司积极配合客户需求开展相关产品的研发和技术储备，通过持续的产品迭 代更新，为客户提供更适配、更优质的产品，公司也有幸在2025年度再次被该客户评为金牌供应商。 （编辑 丛可心） ...

同时库克还公布了一段 6 秒的短视频，视频中有点像是 Mac 或 iPad 的背板，视频中的人用双手又捏又弹的，最后拼出了完整的苹果 Logo 图标。 此前苹果向部分媒体发布了邀请函，根据邀请函显示，苹果将在 3 月 4 日晚上 10 点（北京时间），在上海举办 Apple 体验活动。 然而最近苹果 CEO 库克发文官宣，"精彩一周即将到来，一切从北京时间下周一晚间，拉开序幕。" 据彭博社消息，苹果会在 3 月 2 日开始通过新闻稿的形式发布新品，直到 3 月 4 日晚的体验会召开。 也就是说，苹果会从 3 月 2 日至 3 月 4 日连续发布新品，至于具体有哪些产品目前还未知，不过外界认为会发布的新品将会包括：iPhone 17e、新款 MacBook 以及新款 iPad。 ...

格隆汇2月27日丨灿瑞科技(688061.SH)公布2025年度业绩快报，报告期内，随着下游消费电子行业逐步 复苏，公司2025年产品销量实现了提升，公司实现营业收入62,488.35万元，较上年同期增加10.54%； 实现归属于母公司所有者的净利润-5,835.23万元，较上年同期增加亏损603.53万元；实现归属于母公司 所有者的扣除非经常性损益的净利润-8,813.06万元，较上年同期减少亏损687.31万元。 ...