以下文章来源于硬氪 ，作者欧雪 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 Nothing计划在明年推出首批AI原生设备（Al-native devices）。 文 ｜ 欧雪 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业供图 硬氪获悉，9月16日，硬件科技品牌Nothing宣布完成2亿美元C轮融资，本轮融资估值为13亿美元。 本轮融资由老虎环球（Tiger Global）领投，跟投方包括谷歌风投（GV）、Highland Europe、EQT、Latitude、I2BF、Tapestry等 现有股东，以及新战略投资方Nikhil Kamath和高通创投（Qualcomm Ventures）。 Nothing于2020年在英国创立，是一家专注于消费电子硬件和生态系统的科技公司。其产品线包括智能手机、TWS耳机等。成立 四年多以来，Nothing已累计出货数百万台设备，并在2025年初跨越累计10亿美元销售额的里程碑，2024年增长率更高达150%。 Nothing联合创始人兼CEO裴宇（Carl Pei）表示，本轮融资将加速公司的创新路线图，并进一步扩展分销规模 ...

本文来自微信公众号：爱范儿 （ID：ifanr），作者：肖钦鹏、马扶摇、周奕旨，题图来自：爱范儿 每年在评测新iPhone的时候，爱范儿总会反复问一个问题： 新iPhone贯彻了怎样的设计哲学？ 今年，苹果给出了三个清晰无比的答案： 造出极致轻薄iPhone Air的，是设计至上的苹果，为此，他们不惜在产品上做出了诸多妥协； 造出性能猛兽iPhone 17 Pro的，是技术驱动的苹果，他们用别出心裁的方式，造出了迄今为止最Pro的iPhone； 而造出真香机iPhone 17的，是库存克星的苹果，他们用强大的供应链整合能力和自研技术优势，造就了高端手机市场里的价格屠夫。 这种明晰的定位，比前几年依靠屏幕尺寸和处理器性能，使人对大Plus和小Pro左右为难的情况截然不同。作为一名iPhone用户，我很清楚我该换什么手机 ——朋友圈里比往年晒得更多的订单截图，也佐证了这一点。 由于iPhone Air推迟发售，今年爱范儿评测的重心将会放在iPhone 17系列上，而经过这一周多的体验，我们得到了一个有趣的结论： 今年的iPhone 17系列，比以往任何时候，都更像"安卓"手机——这当然是褒义。 iPhone 17 ...

Group 1 - The Hong Kong stock market's technology sector showed strong performance, with multiple related ETFs rising over 4% on September 17 [1][2] - The Hong Kong Stock Connect Internet ETF (159792) increased by 3.70%, with net subscriptions exceeding 600 million shares, marking 45 consecutive trading days of net inflow since July 17, totaling over 30 billion shares [2] - The overall market sentiment was boosted by increased expectations of a Federal Reserve interest rate cut, which may positively impact the Hong Kong technology sector [2] Group 2 - Various growth-oriented sectors, including semiconductors, gaming, and robotics, experienced significant market activity, with ETFs in these categories rising over 2.5% on September 17 [4] - The humanoid robotics sector has seen sustained interest, with the EasyOne Robotics ETF (159530) surpassing 10 billion in scale, achieving a net inflow of 8.76 billion this year, marking a growth of over 50 times [4] Group 3 - On September 16, three ETFs had net inflows exceeding 500 million, including the Guotai Zhongxin All-Index Securities Company ETF, EasyOne National Robotics Industry ETF, and the Fortune National Hong Kong Internet ETF [6] - The consumption electronics sector is entering a peak production period with the release of new products, which is expected to improve the sector's valuation [7]

随着iPhone 17挤爆牙膏，也让17 Pro向着更专业人群进阶。尤其在影像上对专业格式的支持，镜头像 素、颜色的统一让它成为移动创作的专业生产力。不过这些性能的堆砌，也让iPhone 17 Pro的外观有一 部分的妥协，颜值交个iPhone 17，性能放在iPhone 17 Pro。 新酷产品第一时间免费试玩，还有众多优质达人分享独到生活经验，快来新浪众测，体验各领域最前 沿、最有趣、最好玩的产品吧~！下载客户端还能获得专享福利哦！ 视频加载中，请稍候... ...

小米集團（01810）近期呈現穩健技術走勢，股價在關鍵阻力位前蓄勢待發。截止14點18分，股價高見57元，現價報56.6元，升幅0.8%，突破保力加通道頂 部（56.8元）。從技術分析來看，小米RSI讀數63處於健康的多頭區域，移動平均線呈現膠著狀態，MA10（55.02元）、MA30（53.57元）與MA60（55.29 元）相互交織，顯示短期趨勢正在尋求明確方向。 高盛報告指該行維持對美的、海爾智家(06690.HK)、海信家電(00921.HK)及小米的《買入》，其中目標價給予65元。 | 14:11 4 | | | | | 11 2 11 | 14:11 4 | | --- | --- | --- | --- | --- | --- | --- | | | | | CO Al | | Q G < | | | 間長 輪脂 | | 資訊 | | | | 圖表 輪證 評論 資訊 | | 16984 小米摩利五乙購B.C 交易中 09/16 13:48:03 | | | | | 28 42 | 14816 小米瑞銀五乙購A 交易中 09/16 14:06:21 | | 0.060 +0.000 +0.00% ...

Core Viewpoint - The market shows a clear divergence between technology stocks leading the gains and cyclical stocks undergoing adjustments, indicating a structural market trend with potential for increased short-term volatility [4][5][7]. Market Performance - The two markets recorded a trading volume of 1.38 trillion yuan, an increase of 1.15% from the previous day, reflecting strong market liquidity and active capital flow [5]. - A total of 2,504 stocks rose, with a notable ratio of 30 stocks hitting the daily limit up, highlighting a positive market sentiment [4]. Sector Analysis - Technology sectors such as photolithography machines, diversified finance, wind power equipment, consumer electronics, and humanoid robots saw significant gains, while sectors like precious metals, tourism, pork, and prepared dishes experienced declines [4]. - Institutional investors are shifting strategies, moving away from defensive sectors like non-ferrous metals and coal towards technology stocks, indicating a clear "abandoning cyclical, attacking technology" trend [7]. Investor Sentiment - Retail investors are increasingly using leverage to participate in the market, with a notable rise in trading activity in small and mid-cap technology stocks, reflecting a strong enthusiasm for policy-driven themes [7]. - The sentiment among retail investors is high, with 75.85% indicating a bullish outlook [8]. Positioning - As of September 17, 34.27% of investors increased their positions, while 17.18% reduced their holdings, with 48.55% remaining neutral [12].

Core Insights - The delivery cycle for the iPhone 17 series has lengthened compared to the iPhone 16, indicating strong demand and potential supply chain challenges [1][4][11] - The increase in delivery times suggests sustained user interest rather than a short-term spike in pre-orders [2][3] - Apple's production plans include a 25% increase in output for the iPhone 17 models, yet demand is outpacing this supply expansion [4][10] Demand Analysis - The delivery cycle for the iPhone 17 base model is 8 days longer than the iPhone 16 on Day 1, and nearly 2 weeks longer by Day 4, indicating ongoing demand [2][3] - The iPhone Air model has a delivery cycle that is 3 days longer than its predecessor, reflecting a consistent demand trend [2][3] Supply Chain Insights - Apple's production increase of 25% for the iPhone 17 models is not sufficient to meet the growing demand, particularly for high-end models like Pro and Pro Max [4][10] - The high demand for Pro models is attributed to Apple's successful high-end strategy, with new features and colors driving consumer interest [4][10] Regional Market Dynamics - China has the longest delivery cycles for the iPhone 17 models, with the base model taking 5 weeks, driven by a large installed base and significant upgrade demand [6][7] - The delay in the iPhone Air's launch due to eSIM regulations may lead to demand shifting towards other models, further extending their delivery times [6][7] Industry Impact - The 25% production increase will benefit various suppliers, particularly in assembly and core components like screens, batteries, and chips [8][10] - Companies like Luxshare Precision, which are involved in assembly, will see increased orders, although they operate on lower profit margins compared to component suppliers [8][10] Long-term Outlook - The iPhone 17's strong demand signals a positive outlook for Apple's revenue in the upcoming fiscal quarters, with expectations of an 8%-10% increase in iPhone revenue [10][11] - Apple's long-term value is increasingly tied to its ecosystem of devices and services, rather than just iPhone sales, indicating a robust growth trajectory [11][12]

9月预购季收官（Day4）， 苹果iPho ne 17系列 交出了一份"交付周期拉长"的成绩单。 根 据高盛9月15日发布的研报，无论是全球市场还是中国、美国等核心区域，iPhone 17的交付 周期普遍比去年的iPhone16更长。 基础版（base）周期多8天，Pro Max更是多8天，就连定位中端的Air型号（替代去年的 Plus）也多等3天。更值得关注的是，中国大陆市场的交付周期领跑全球，base/Pro/Pro Max型号要等足足5周，而iPhone Air还因eSIM政策延迟上市。 对普通消费者来说，等手机的时间变长或许只是"小烦恼"；但对投资者、产业链厂商乃至整个 消费电子行业而言，这组数据藏着三重关键信号：需求是否真的"爆棚"？供应链能否接住增量 订单？让我们来抽丝剥茧现象下的本质。 01 交付周期拉长：是需求"真旺"还是供给"拖后腿"？ 要判断交付周期拉长的原因，最直接的方法就是"对比需求和供给"。 需求端：周期拉长不是"首日狂欢"，而是"持续放量" 高盛特意追踪了预购Day1（9月12日）和Day4（9月15日）的周期变化，结果很能说明问 题： Day1数据：全球范围内，iPhone 17 ...

智通财经APP讯，科森科技(603626.SH)发布公告，公司股票于2025年9月16日、9月17日连续2个交易日 内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易 异常波动情况。 公司主营业务为消费电子结构件的生产。近期关注到公司被媒体列入AI眼镜概念股。经公司自查，公 司不生产AI眼镜，也不生产AI眼镜的结构件。近期关注到公司被媒体列入折叠屏概念股。经公司自 查，公司的折叠屏铰链组装业务客户单一，目前公司通过外购结构件用于折叠屏手机铰链的组装，经初 步核算，该业务在2025年上半年产生的收入占总营收比例仅2.10%，对公司业绩不产生重大影响。 ...

公司主营业务为消费电子结构件的生产。近期关注到公司被媒体列入AI眼镜概念股。经公司自查，公 司不生产AI眼镜，也不生产AI眼镜的结构件。近期关注到公司被媒体列入折叠屏概念股。经公司自 查，公司的折叠屏铰链组装业务客户单一，目前公司通过外购结构件用于折叠屏手机铰链的组装，经初 步核算，该业务在2025年上半年产生的收入占总营收比例仅2.10%，对公司业绩不产生重大影响。 智通财经APP讯，科森科技(603626.SH)发布公告，公司股票于2025年9月16日、9月17日连续2个交易日 内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易 异常波动情况。 ...