Core Insights - Huawei has updated the API version usage statistics for HarmonyOS devices as of February 3, 2026, indicating the distribution of various API versions among existing devices [1][5]. Group 1: HarmonyOS API Version Usage - HarmonyOS 6.0.2 (22) accounts for 68.66% of the API version usage among devices [1][5]. - HarmonyOS 6.0.1 (21) represents 26.92% of the usage [1][5]. - HarmonyOS 6.0.0 (20) has a minimal share of 0.44% [1][5]. - Older versions such as HarmonyOS 5.1.1 (19) and 5.1.0 (18) have usage shares of 1.35% and 0.26% respectively [1][5]. - The remaining versions (5.0.5 to 5.0.0) have negligible usage, with some being less than 0.01% [1][5]. Group 2: Recent Updates and Enhancements - HarmonyOS 6.0.2 (22) was released on January 22, enhancing development capabilities, including improved user interaction and web page experience through ArkWeb [1][5]. - The Connectivity Kit's Bluetooth module has been enhanced to better obtain socket link information [1][5]. - The HarmonyOS 6.0.0.130 SP15/SP17 update has optimized application launch speeds and improved gaming experience on Mate 80 series devices, which now support AI photo editing features [2][6].

Core Viewpoint - Apple Inc. is approaching its 50th anniversary, with CEO Tim Cook promising a series of celebrations to mark this milestone [1][3] Group 1: Company History and Achievements - Founded on April 1, 1976, Apple has experienced significant ups and downs, from near bankruptcy in the late 1990s to becoming the highest-valued public company in the early 2010s [3] - The latest financial report indicates that Apple achieved a record high in revenue for the last quarter, with unprecedented iPhone sales, demonstrating the company's strong growth momentum [3] Group 2: Financial Performance - In 2025, Apple's total revenue reached $416.16 billion, representing a year-on-year growth of 6.4%, while net profit was $112.01 billion, up 19.5% [3] - Revenue from services was $109.16 billion, marking a 13.5% increase and setting a new historical high; Mac revenue was $33.71 billion, up 12.4%; and iPad revenue was $28.02 billion, reflecting a 5% growth [3] Group 3: Anticipated Celebrations - Although specific celebration plans have not been disclosed, industry expectations include special product launches, exhibitions of historical achievements, and charitable activities [3] - The 50th anniversary celebration is seen as a platform for Apple to showcase its technological prowess and strengthen brand cultural identity [3]

Core Insights - The Ministry of Commerce and nine other departments have jointly issued the "2026 'Buy New Year' Special Activity Plan" to boost consumption during the upcoming Spring Festival, focusing on the entire consumption chain including food, accommodation, transportation, tourism, shopping, and entertainment [1][18] - The plan encourages local governments to increase subsidies for trade-in programs during the Spring Festival and enhance support for offline retail, while also promoting exhibitions of automobiles, home appliances, and smart products [1][18] Consumption Trends - In Shenzhen, the policy is translating into vibrant consumption scenes, with tech products becoming popular among consumers [2][19] - The Huaqiangbei Electronics World is bustling with shoppers primarily looking for tech gifts, reflecting a shift in consumer preferences towards cultural and spiritual enjoyment rather than traditional shopping [3][21] - The rapid adoption of digital technology is fostering a consumer habit of linking online experiences with offline purchases, solidifying the foundation for tech-themed consumption activities [3][21] Sales Performance - Huaqiangbei is hosting the "New Year Consumption Season" event, featuring a variety of products including smart toys and digital appliances, which has significantly increased foot traffic and sales [6][24] - Daily foot traffic in Huaqiangbei remains around 750,000, with a 10%-15% increase in traffic due to promotional activities, and sales of tech products have surged by approximately 30% compared to normal days [9][26] Broader Economic Impact - The consumption boom is positively affecting surrounding industries, with restaurant and service sectors seeing an 8% increase in revenue [10][27] - Shenzhen's local brands, such as Huawei and DJI, are performing well globally, enhancing the city's appeal as a consumer destination [10][28] Upcoming Events and Initiatives - Shenzhen plans to focus on international consumption, AI consumption, and various cultural events throughout 2026 to enhance its consumption landscape [11][28] - The city will also host an AI toy-themed consumption event featuring over 200 new products, integrating display, experience, and consumption [12][29] Cultural Activities - Traditional activities like flower markets are being upgraded to attract both local and external consumers, with significant online interest noted for flower market stalls [14][30] - Non-heritage activities are gaining popularity, with various malls launching events that showcase traditional crafts and foods, enhancing the festive atmosphere [15][31] Cross-Regional Collaboration - The "Deep Zhong City, Good Goods Sharing" event will facilitate cross-regional consumption, allowing consumers in Shenzhen to purchase goods from Zhongshan, thereby deepening industrial and consumption connectivity [16][32] Strategic Recommendations - To maintain consumer interest, Shenzhen should leverage its unique blend of technology and tradition, continuously innovating in event content and formats to avoid consumer fatigue [17][33]

Core Insights - The technology sector is experiencing a significant selloff, particularly in software stocks, which have dropped 15% this week and 29% from their all-time highs in September [3][4] - Alphabet, the parent company of Google, has announced a capital expenditure forecast of $185 billion for the fiscal year, significantly higher than the market's expectation of around $120 billion, leading to a decline in its stock price [6][30] - Bitcoin has fallen below $70,000 for the first time since late 2024, reflecting broader negative momentum in the cryptocurrency market [2][46] Group 1: Market Trends - The NASDAQ is down 1.4%, marking its lowest point since November, with a general risk-off sentiment affecting various asset classes [2][5] - Software stocks are reported to be oversold, with 70% of them classified as such, indicating extreme market conditions [4] - The S&P 500 and Dow Jones Industrial Average are both down 1.2%, showing a broad market decline [5] Group 2: Company Earnings and Forecasts - Qualcomm's stock has dropped nearly 8% following a lackluster revenue forecast of $11 billion, raising concerns about memory supply constraints affecting handset demand [7][74] - Qualcomm reported record revenue of $1.24 billion and nearly $740 million in royalties, reflecting a 27% year-on-year increase, with strong demand in the data center business [9][10] - Alphabet's cloud business grew by 48%, exceeding investor expectations, but concerns over high capital expenditures are causing investor anxiety [29][31] Group 3: Cryptocurrency Market - Bitcoin's price has decreased by approximately 45% from its October high, with the cryptocurrency market facing fundamental issues and a loss of faith among investors [6][47][50] - The decline in Bitcoin is attributed to broader market pressures, including the performance of other asset classes like gold and silver [46][50] - The cryptocurrency exchange Gemini plans to cut about 25% of its workforce, indicating distress within the industry [6] Group 4: Investment Opportunities - The selloff in software loans has pushed nearly $18 billion into distressed territory, presenting potential investment opportunities for discerning investors [51][52] - Companies that can withstand or benefit from AI advancements are seen as more resilient, while those lagging in AI adoption may face revenue stress [54][56] - The market is witnessing a shift in focus towards companies with strong fundamentals and growth potential in the AI space [52][56]

Core Viewpoint - GoPro, Inc. will announce its financial results for Q4 and the full year of 2025 on March 5, 2026, after market close, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter and year ended December 31, 2025, will be released after market close on March 5, 2026 [1]. - A conference call and live webcast will take place at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the financial results [1]. Group 2: Conference Call Details - Participants can listen to the live conference call by dialing +1 833-470-1428 (US) or +1 646-844-6383 (International) with access code 735527 [2]. - An archived audio webcast will be available for at least 90 days on the Company's website in the Events & Presentations section [2]. Group 3: Company Overview - GoPro, Inc. is focused on helping individuals capture and share experiences in immersive ways [3]. - The company maintains a presence on various social media platforms including Instagram, YouTube, TikTok, Facebook, X, LinkedIn, and its blog, The Current [3].

Apple (NASDAQ: AAPL) demonstrated explosive growth in the 2026 fiscal first quarter (ended Dec. 27), reported last week, with a 16% increase in total revenue and a 23% increase in iPhone sales. While the win in iPhones is a reason to be excited about Apple and its future prospects, there was a different number that made an even bigger impression on me and has far-reaching consequences. Image source: Apple. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best st ...

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Financial Data and Key Metrics Changes - For the full year 2025, total revenue reached $834 million, the second highest in the company's history, with a year-over-year increase of approximately 2 times compared to 2021 levels of $425 million [16] - Adjusted EBITDA for 2025 was a record high of $589 million, nearly 3 times the 2021 level of $208 million [17] - Non-GAAP EPS for 2025 was $15.31 per share, more than 4 times the $3.73 per share reported in 2021 [17] - In Q4 2025, total revenue was $158 million, exceeding the high end of the outlook of $144-148 million [15] - Q4 adjusted EBITDA was $88 million, exceeding the high end of the outlook of $68-76 million, resulting in an adjusted EBITDA margin of 56% [15] Business Line Data and Key Metrics Changes - Smartphone revenue for 2025 was just below $680 million, up 14% year-over-year, marking an all-time high [7] - Annualized recurring revenue (ARR) increased to $582 million, up 24% year-over-year [5] - The company signed new licensing agreements with major smartphone vendors, including Vivo and Honor, and renewed agreements with Xiaomi, Samsung, Sharp, and Seiko [6][7] - In the CE and IoT program, the company signed a new agreement with HP, covering about half of the global PC market [7] Market Data and Key Metrics Changes - The company has now licensed eight of the top ten largest smartphone manufacturers, covering about 85% of the overall market [6] - The licensing agreements signed since 2021 have a total contract value of more than $4.6 billion [8] Company Strategy and Development Direction - The company aims to grow its licensing pipeline, particularly in the Video Service Licensing Program and AI research capabilities [4] - The focus is on expanding the patent portfolio and advancing technologies related to 6G and next-generation video codecs [4] - The company emphasizes the importance of AI in enhancing network efficiency and video quality, with a recent acquisition of AI startup Deep Render to strengthen its capabilities [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to drive shareholder value in 2026, with expectations for total revenue in the range of $675-775 million and adjusted EBITDA of $381-477 million [18] - The company anticipates further increases in ARR, aiming to reach $1 billion by 2030 [19] - Management highlighted the importance of ongoing litigation efforts to protect intellectual property and secure fair compensation for investments in research [10][36] Other Important Information - The company received recognition from multiple third parties, including being named one of America's greatest companies by Newsweek and the number one most successful mid-cap company in America for 2026 by Forbes [13] - The company will showcase its technology at the Mobile Congress in Barcelona, focusing on 6G and AI innovations [14] Q&A Session Summary Question: Guidance for Q1 revenue and recurring fees - Management confirmed that the guidance for Q1 includes $50-55 million of catch-up revenue, indicating a decrease in recurring fees due to expirations, but noted that two-thirds of the $92 million expired contracts have been renewed [24][25] Question: Timeline for litigation with Disney and Amazon - Management reported positive outcomes in the Disney case with preliminary injunctions in Brazil and Germany, with further trials expected in the US and UPC later in the year [26][27] - The Amazon case is in earlier stages, with multiple jurisdictions involved [27] Question: Litigation costs outlook - Management indicated an expected increase in litigation expenses for Q1 and throughout 2026, which is factored into the full-year guidance [29] Question: Details on the consumer electronic device agreement - The agreement with the social media company is a device agreement that licenses radio assets and Wi-Fi, but is not expected to be a high-volume agreement [33] Question: Differences in litigation for streaming services - Management noted that while they prefer negotiations, the streaming industry is relatively new for them, requiring more time to demonstrate the strength of their patent portfolio [42]

Market Overview - The S&P 500 fell 0.8%, marking its sixth loss in seven days since reaching an all-time high [4][6] - The Dow Jones Industrial Average declined by 326 points, or 0.7%, while the Nasdaq composite dropped 0.8% [4][6] - Global stock markets also experienced declines, with London's FTSE 100 down 0.9%, France's CAC 40 down 0.6%, and Germany's DAX down 1.1% [5][6] Company Performance - Alphabet's stock fell 5.4% despite reporting stronger-than-expected profits, as investors were concerned about its aggressive AI spending plans, which could double to approximately $180 billion this year [4][6] - Qualcomm's shares dropped 9.1% after it issued a weaker profit forecast due to an industry-wide memory shortage affecting handset demand, despite reporting better-than-expected profit and revenue [5][6] - Estee Lauder's stock fell 16.9% even after beating earnings estimates, as the company warned that tariff-related pressures could reduce profits by about $100 million in its fiscal year [5][6] Economic Indicators - US unemployment benefit applications increased more than expected, indicating potential acceleration in layoffs, with layoffs announced by US-based employers surging to 108,435 last month, the highest since October [5][6] - The yield on the 10-year Treasury fell to 4.23% from 4.29%, reflecting a weaker labor outlook and raising expectations for potential interest rate cuts by the Federal Reserve [5][6] Commodity Market Movements - Silver prices tumbled 12.1% amid volatility after a record-breaking rally stalled, while gold fell 1.9% to $4,855 per ounce after fluctuating sharply [5][6] - Bitcoin, referred to as "digital gold," briefly slipped below $70,000, down from a record above $124,000 in October [5][6]

Core Viewpoint - The article highlights the innovative design and popularity of the new clip-on earphones, which have received overwhelmingly positive feedback from users, indicating a significant shift in consumer preference away from traditional in-ear headphones [1][5][9]. Group 1: Product Features and Market Response - The clip-on earphones are praised for their comfort, allowing users to wear them for extended periods without discomfort, unlike traditional in-ear models [1][5]. - Sales figures indicate strong market demand, with flagship stores selling 50,000 units monthly and total sales reaching hundreds of thousands across various channels [1]. - The product's design is particularly friendly for users with thick hair or glasses, making it a versatile option for a broader audience [11]. Group 2: Technological Advancements - The new earphones feature an open acoustic design, enhancing situational awareness for users, making them suitable for activities like running or working while still being aware of their surroundings [13]. - The product incorporates advanced technology, including a custom acoustic design and a 13mm driver, which significantly improves sound quality and reduces audio loss [39][47]. - The earphones are equipped with Bluetooth 6.0 technology, which offers improved stability, lower latency, and better sound quality compared to previous versions [57][62]. Group 3: Pricing and Competitive Positioning - The retail price for the new clip-on earphones is set at 299 yuan, with promotional pricing available at 149 yuan, making it competitive in the market [72][76]. - The company emphasizes a restrained product release strategy, opting to launch only one model per year, which contrasts with competitors that frequently release multiple models [33]. - The earphones are positioned as high-quality products at an accessible price point, appealing to both audiophiles and general consumers [31][79].