21世纪经济报道记者李金萍 深圳报道 随着农历马年春节临近，商务部等9部门联合印发《2026"乐购新春"春节特别活动方案》，围绕"吃、住、行、游、购、玩"全链条布局，其中提出，鼓励各 地增加春节期间消费品以旧换新补贴数量，加大线下实体零售支持力度，动员企业春节期间持续开展汽车、家电、数码和智能产品相关展销活动，引导企业 打造智能终端等产品体验专区，对到店体验消费者给予更多优惠。 记者观察到，在深圳，这一政策动能正转化为消费市场中的鲜活场景——科技年货成为市民采购新宠。 2月4日下午，21世纪经济报道记者走进中国消费电子第一街华强北电子世界，发现这里人潮涌动，商场热门区域更是摩肩接踵。 众多消费者此行目的只有一个，购买科技年货。无人机、AI眼镜等档口前，围满了咨询的消费者，这只是深圳全域促消费活动的一个缩影，花市、非遗灯 会、汽车促销等多场主题活动也同步火热进行。 中国消费经济学会副理事长易行健向21世纪经济报道记者表示，居民消费从传统购物逐渐转向文化与精神享受，"国潮"升温、非遗走红，春节文化消费需求 涨幅显著，与此同时，数字技术的快速普及，也逐步养成了消费者线上体验与线下消费联动的消费习惯，为科技主题促消费 ...

2 月 5 日 消 息 ， 苹 果 2 月 5 日 向 iPhone 和 iP ad 用 户 推 送 了 iOS / iPadOS 26.3 RC （Release Candidate，发布候选版本） 更新，本次更新距离上次发布 Beta / RC 间隔 9 天。 苹果携手谷歌公司，共同合作简化跨平台换机流程，在 iOS 26.3 测试版中引入原生的"iPhone 转 Android"数据迁移工具。 该功能无需用户下载第三方应用或者使用复杂的线缆连接，仅需通过 Wi-Fi 和蓝牙连接，即可将照 片、短信、备忘录、密码及应用程序等核心数据 无线传输至安卓设备 。 该功能的实现逻辑基于简化的无线配对机制。用户只需将 iPhone 靠近目标安卓设备，确保两者均 已连接 Wi-Fi 并开启蓝牙，即可启动迁移程序。 系统提供了 两种配对方式 ：一是通过 iPhone 扫描 Android 设备上显示的二维码；二是输入特定 的会话 ID 和配对码。这种设计模仿了苹果生态内部（如旧 iPhone 转新 iPhone）的无缝体验，进 而提升跨平台数据转移的便捷性。 在数据兼容性方面，新工具支持迁移照片、短信、普通备忘录、应用 ...

刚刚过去的 2025 年对于三星来说，估计是挺不好过的。 不仅三折叠首发遇冷，更是整个三四季度都深陷内存涨价的泥潭—— 生产内存颗粒的 DS 部门给造手机的 MX 部门断供，也算是韩剧不得不品的经典桥段。 好在消息还是有一些的。 非常好笑的是，三星手机刚刚经历了一段最艰难的日子，三星集团的股价反而在 25-26 财年持续向好： 根据外媒 GSMArena 收到的爆料，三星 Galaxy S26 系列新品发布会将于 2 月 25 日召开，国行发布会则有可能在三月初： 因此要说 2026 年三星躺赢也没错——但和手机没关系，完全是闪存拉动的。 S26 系列的发布延期就是最直观的例子：往年在二月初举行的三星 S 系列发布会，直到现在都没什么动静。 图｜GSMArena 结合已有的爆料和行业趋势来看，S26 这一代的主要升级点仍然是偏软件的 Galaxy AI，以及更多智能的「软硬件结合」式进步。 但和 S25 系列全都在讲 AI 不同，今年的三星，还真拿出来了几个许久未见的硬件大更新。 图｜Samsung Newsroom 从现有的爆料信息和官方演示来看，S26 Ultra 上面的隐私屏幕或许可以称得上是近年来三星 ...

Core Viewpoint - Transsion Holdings is expected to experience a decline in both revenue and net profit in 2025, with net profit projected to be halved, marking the worst performance since its IPO in 2019 [1][2][4]. Financial Performance - The company forecasts a revenue of approximately 65.568 billion yuan for 2025, a decrease of about 31.47 billion yuan or 4.58% year-on-year [2]. - The net profit attributable to shareholders is expected to be around 2.546 billion yuan, down by approximately 30.03 billion yuan or 54.11% year-on-year [2][4]. - In the first half of 2025, Transsion reported a revenue of 29.077 billion yuan, a decline of 15.86% compared to the same period last year, with net profit dropping by 57.48% [5]. Market Competition - Transsion's market share remains the largest in Africa, but competition is intensifying, particularly from Xiaomi and Honor, which have shown growth rates of 34% and 158% respectively [1][8]. - The global smartphone market is experiencing sluggish growth, with a projected increase of only 2% in 2025, leading to increased pressure on low-cost manufacturers like Transsion [8]. Cost and Supply Chain Issues - The company attributes its poor performance to rising storage prices, which have significantly impacted product costs and gross margins [4][6]. - The global storage market has seen prices increase by over 40% due to high demand from AI data centers, further straining the cost structure for smartphone manufacturers [7][8]. Diversification Efforts - To mitigate risks, Transsion is exploring new business areas such as mobility and energy storage, although these segments currently contribute only 8.8% to total revenue [10][12]. - The company has established multiple brands and is attempting to expand into electric vehicles and energy storage products, but these initiatives have yet to generate significant revenue [10][12].

Apple Inc. is trading in the opposite direction of technology stocks and the broader market as investors increasingly view it as an oasis of safety amid fears of artificial intelligence disruption. The iPhone maker's shares were up 1.8% at around 12:30 p.m. in New York on Wednesday, compared with a 2.4% decline in the tech-heavy Nasdaq 100 Index. That means Apple is outperforming by its widest degree since early 2025. The move extends a recent trend, with Apple up nearly 6% to start this month, while the in ...

Core Viewpoint - Sony reported a 22% increase in third-quarter operating profit, surpassing analyst expectations, and raised its full-year forecast [1] Financial Performance - The operating profit for the third quarter rose by 22% compared to the previous year [1] - The increase in profit indicates strong performance and effective management strategies [1] Future Outlook - Sony has revised its full-year forecast upwards, reflecting confidence in continued growth and profitability [1]

Group 1 - Sony raised its full-year outlook after reporting a record quarterly operating profit of 515 billion yen ($3.3 billion), a 22% increase, and 9% above LSEG consensus estimates [1] - The company increased its annual forecast by 8% to 1.54 trillion yen, driven by gains in its image sensor and music divisions, despite a decline in PlayStation 5 sales [1][2] - Sales of image sensors rose by 21%, while the music business experienced a 13% revenue increase from streaming services, live events, and merchandising [2] Group 2 - PlayStation 5 sales declined by 16% year-over-year, with 8 million units sold in the October-December quarter, but monthly users on the PlayStation Network increased, indicating greater engagement [3] - Profit from the gaming unit grew by 19% to 140.8 billion yen, supported by higher software sales and a weaker yen [4] - Concerns over rising memory chip prices affecting supply chains and consumer prices were noted, but Sony has secured the minimum quantity of memory needed for the upcoming year-end shopping season [5][6] Group 3 - The company announced an expansion of its share buyback scheme, which positively impacted its share price initially [3] - The introduction of AI in the video game industry has created uncertainty, with gaming stocks experiencing declines following the launch of an AI-powered game-making tool by Google [6] - Anticipation for the release of Take-Two Interactive's "Grand Theft Auto VI" in November is expected to boost Sony's console business [6]

We came across a bearish thesis on Apple Inc. on CompoundingLab’s Substack. In this article, we will summarize the bears’ thesis on AAPL. Apple Inc.'s share was trading at $256.44 as of January 28th. AAPL’s trailing and forward P/E were 34.62 and 31.15 respectively according to Yahoo Finance. Jim Cramer Insists Apple (AAPL) Hasn't Missed AI brandon-romanchuk-NOFyRmSQfUQ-unsplash Apple Inc. (AAPL) is widely regarded as a flagship technology company, with a dominant position across smartphones, wearables, ...

Core Viewpoint - Apple products are being heavily promoted ahead of the Spring Festival, with significant discounts and subsidies available through JD.com, making it an attractive time for consumers to purchase Apple devices [1][10]. Group 1: iPhone Promotions - The iPhone 17 series offers a government subsidy of 500 yuan, with an additional trade-in discount of up to 800 yuan, bringing the price of the 256GB version down to 4699 yuan [3]. - The iPhone 17 Pro series includes a 300 yuan surprise coupon and a trade-in discount of up to 1100 yuan, with a total discount of 1500 yuan available, making the 256GB version available from 7699 yuan [3]. - Classic models like the iPhone 15 and iPhone 16 also have substantial discounts, with the 256GB iPhone 15 priced at 4099 yuan after subsidies, and the 256GB iPhone 16 starting at 5499 yuan [5]. Group 2: Mac Promotions - The MacBook Air M4 13-inch model is discounted by 1600 yuan, with a 15% government subsidy and a trade-in discount of up to 1100 yuan, resulting in a final price below 5269.2 yuan [7]. - The MacBook Pro M5 14-inch model has a price reduction of 800 yuan, with a government subsidy of 1500 yuan and a trade-in discount of up to 1000 yuan, leading to a starting price of 11138 yuan [7]. Group 3: Other Apple Products - The 11-inch iPad with A16 chip has a maximum discount of 1464 yuan, with a final price of 2416 yuan after applying a 15% government subsidy [9]. - The iPad Air 11-inch M3 version can be purchased for as low as 3699 yuan after discounts, and the Apple Watch Series 11 GPS 42mm version can be obtained for 1954 yuan after applying various subsidies [9]. - AirPods Pro 3 are available for 1599 yuan after a 5% government subsidy and a trade-in discount [9].

Core Viewpoint - The integration of AI glasses into daily life is transforming traditional practices, such as the collection of blessings during the Chinese New Year, into a seamless and interactive experience, showcasing the potential of AI technology in enhancing user engagement and convenience [1][3][5]. Group 1: AI Glasses and User Experience - The use of AI glasses for collecting blessings allows users to effortlessly scan for "福" characters and receive rewards, indicating a shift towards a more intuitive and engaging interaction with technology [1][3]. - The collaboration with popular cultural IPs, such as "王者荣耀" and "乡村爱情," enhances the experience by turning the real world into a large-scale interactive game, further integrating AI technology into everyday activities [5]. - The GPASS technology framework supports this new experience by enabling seamless interactions and connections between users and the AI system, marking a significant advancement in the application of AI glasses [5][13]. Group 2: Practical Applications of AI Glasses - AI glasses can simplify everyday tasks, such as parking fee payments, by allowing users to interact with the system through voice commands, thus streamlining the payment process and reducing hassle [8][10]. - The integration of health management features into AI glasses allows users to receive real-time health advice and information, enhancing the utility of the device in daily life [10][12]. - In the tourism sector, AI glasses can serve as personal guides, providing information and navigation assistance, which exemplifies their potential to transform user experiences in various contexts [12][18]. Group 3: Market Trends and Future Outlook - The AI glasses market is on the verge of significant growth, with projections indicating a 370% year-over-year increase in sales for AI smart glasses, highlighting the rapid acceleration of this technology [19]. - By 2026, AI glasses are expected to reach a critical point of widespread adoption, driven by advancements in hardware and the development of a robust software ecosystem that enhances user experience [21]. - Companies like Rokid and others are preparing for this market shift by optimizing their hardware and leveraging GPASS technology to create a comprehensive service framework, positioning themselves for success in the emerging AI glasses landscape [21].