（来源：深圳商报） 苹果，突然降价！ 12月8日，苹果官方宣布在京东、天猫等平台的旗舰店推出年末降价活动。其中，iPhone 17 Pro及iPhone 17 Pro Max机型每部降价300元，优惠后，iPhone 17 Pro售价8699元/部起，iPhone 17 Pro Max售价9699元/部起。此外，部分地区可享国家补贴，最高可省500元/部。 年末福利冒力中 M 12 月 08 日 - 12 月 14 日,购买指定产品可享多重优惠。 部分地区可享国家补贴 惊喜优惠至高 > 至高可省 500元ª 可享 300 元* 首页 分类 宝贝 客服 Apple产品京东自营旗舰店 > 已关注 自营 9319.1万人关注 )0万PLUS会员关注 ■ 近180天超100万PLUS会员加购 | ● 高关注数 Apple 全方位服务,尽在京东。v 精选 商品 12.12 活动火爆开启,指定 iPhone 17 Pro 优惠千元。 立即查看 12.12 Apple 全线产品 近年来，苹果已逐步调整其定价策略，改变了此前新品发布后官方渠道鲜少迅速降价的传统。记者注意到，若与去年iPhone 16全系列可领取500元优惠券 ...

Core Insights - Apple is actively expanding its retail presence in China, with the opening of its 59th store in the Greater China region, indicating a strong commitment to the market [1] - The company has initiated year-end discount promotions on its products, including a price reduction of 300 yuan on the iPhone 17 Pro and iPhone 17 Pro Max, which reflects a shift in pricing strategy [1][6] - The iPhone 17 series has seen a significant increase in sales, with a 12% year-on-year growth in actual shipments in October, achieving a market share of 24.2%, the highest in history for a single month [6] Retail Expansion - The new Apple Store in Beijing Daxing is the sixth in the city and part of a broader strategy to enhance retail presence in China [1] - The store opening attracted significant customer interest, with long queues forming before the official opening [1] Pricing Strategy - Apple has adjusted its pricing strategy, moving away from its previous practice of minimal price reductions post-launch, now offering direct price cuts on new models [6] - The iPhone 17 series maintains its starting price while offering enhanced features, which is perceived as an "implicit price reduction" [7] Market Performance - The iPhone 17 series has performed well in key markets, contributing to Apple's overall growth and positioning the company to potentially surpass Samsung in global smartphone shipments by 2025 [6] - The company’s management anticipates that the iPhone 17 series will drive significant sales growth in the fourth quarter [8] Competitive Landscape - Apple faces increasing competition from domestic brands like Huawei, Xiaomi, and others, particularly in the high-end market segment [7] - The rise of AI capabilities in smartphones is becoming a focal point for competition, with domestic brands leading in AI integration [7] Management Changes - Apple is experiencing significant management turnover, with multiple executives announcing departures, raising concerns about the company's future direction [8] - There are speculations regarding CEO Tim Cook's potential succession, with hardware engineering VP John Ternus seen as a likely candidate [9] Financial Performance - In the third fiscal quarter of 2025, Apple reported total revenue of $94.04 billion, a 10% increase year-on-year, with iPhone revenue reaching $44.58 billion, up 13% [10] - The services segment continues to be a strong performer, with revenue of $27.42 billion, reflecting a 13% growth [10] Stock Performance - As of December 5, Apple's stock price was $278.78, with a market capitalization of $4.12 trillion, showing an increase of over 11% for the year [11]

随着"双十二"趋近，苹果已在电商平台官方旗舰店启动年末促销活动。 12月8日，经观察者网查询发现，淘宝和京东两大电商平台的苹果官方旗舰店的两款机型iPhone 17 Pro 及iPhone 17 Pro Max均降价300元，iPhone 17 Pro售价8699元起，iPhone 17 Pro Max售价9699元起，活动 自12月8日起，持续至12月14日。在两大平台，消费者均可领取针对特定机型的优惠券。 截至发稿，苹果官网尚未公布类似的促销活动。 今年5月，苹果更是直接下发降价通知，iPhone 16 Pro 128GB版本和iPhone 16 Pro Max所有版本降价千 元，主动加入国补。降价后的iPhone 16 Pro 128GB版本，叠加国补优惠仅需5499元，降幅达2500元，而 其他存储版本即使未能享受国补，降价幅度也来到2000元上下。 分析普遍认为，此前苹果力度空前的降价措施更接近于销量承压下的应急措施，而此次iPhone 17系列 市场反馈良好，因而仅推出了常规的小幅促销。 此前，Counterpoint Research发布的数据显示，2025年10月iPhone在中国出货量较去年 ...

格隆汇12月8日｜南下资金今日净买入港股15.4亿港元。其中： 净买入小米集团-W 11.73亿、中芯国际4.66亿、泡泡玛特4.32亿、农业银行2.91亿、美团-W 1.22亿； 净卖出腾讯控股7.62亿、华虹半导体2.08亿、中国平安1.8亿、阿里巴巴-W 1.03亿。 据统计，南下资金已连续8日净买入美团，共计30.1875亿港元；连续7日净买入小米，共计62.386亿港 元；连续5日净卖出腾讯，共计46.672亿港元；连续3日净卖出阿里，共计18.8075亿港元。(格隆汇) | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | -1.0% | 4.12 | 35.64亿 | 同代理-W | -1.0% | -5.15 | 35.83 Z | | 中心国际 | 2.906 | 6.66 | 29.62亿 | 小米集团-W | -0.5% | 9.72 | 23.24 L | ...

12月8日，苹果官方宣布在京东、天猫等平台的旗舰店推出年末降价活动。其中，iPhone 17 Pro及iPhone 17 Pro Max机型每部降价300元，优惠后，iPhone 17 Pro售价 8699元/部起，iPhone 17 Pro Max售价9699元/部起。此外，部分地区可享国家补贴，最高可省500元/部。 市场分析人士认为，随着年底消费旺季来临，叠加产品供应的持续充足，iPhone 17系列在中国市场的销量有望冲刺新高。 最新消息，美国知名投行韦德布什的董事总经理、知名科技分析师丹·艾夫斯（Dan Ives）周一将苹果目标价上调至350美元，较当前水平高出约26%。艾夫斯周一在 X上发文称，iPhone 17销量超预期，以及苹果在人工智能（AI）领域加快发展势头，是其上调苹果目标价的核心催化剂。 苹果公司此前发布的2025财年第四季度财报（截至9月27日）显示，苹果第四财季总营收为1024.66亿美元，创同期历史纪录，较上年同期的949.30亿美元增长8%； 净利润达274.66亿美元，较上年同期的147.36亿美元大幅增长86%。 其中，第四财季iPhone营收同比增长6.1%，达到490亿 ...

Core Viewpoint - Apple is actively engaging in promotional activities and store openings in China, while facing increasing competition from domestic brands and internal management changes [2][6][7]. Group 1: Store Openings and Promotions - Apple opened its 6th store in Beijing on December 6, marking the 59th store in Greater China, with significant customer turnout [2]. - On December 8, Apple launched year-end discounts on its official e-commerce platform, reducing prices of iPhone 17 Pro and iPhone 17 Pro Max by 300 yuan, with starting prices of 8699 yuan and 9699 yuan respectively [2]. Group 2: Sales Performance and Market Position - The iPhone 17 series has seen a 12% year-on-year increase in actual shipments in October, achieving a market share of 24.2%, the highest for a single month [6]. - Analysts predict that Apple may surpass Samsung in global smartphone shipments by 2025, marking its first time at the top since 2011 [6]. Group 3: Product Strategy - The iPhone 17 series maintains its starting price while offering significant upgrades, such as a 48-megapixel camera and a new processor, effectively being termed as "implicit price reduction" [6]. Group 4: Competitive Landscape - Apple faces intensified competition from Huawei and other domestic brands, particularly in the high-end market, as these brands enhance their offerings with AI capabilities [7]. - The rise of "AI smartphones" is becoming a focal point in the industry, with domestic brands leading in AI integration, while Apple has yet to launch its AI features in the domestic market [7]. Group 5: Management Changes - Apple is experiencing significant management turnover, with recent announcements of multiple executive departures, raising concerns about its future direction [7][8]. - Speculation about CEO Tim Cook's potential departure has surfaced, although he is expected to remain in his position until at least 2028 [8]. Group 6: Financial Performance - In the third fiscal quarter of 2025, Apple reported total revenue of $94.04 billion, a 10% increase year-on-year, with iPhone revenue reaching $44.58 billion, up 13% [9]. - The services segment continues to be a strong performer, with revenue of $27.42 billion, reflecting a 13% growth and a gross margin of 75.6% [9]. Group 7: Stock Performance - Prior to August, Apple's stock had dropped approximately 15% due to concerns over its slow AI advancements, but has since rebounded, with a year-to-date increase of over 11% as of December 5 [10][11].

Core Viewpoint - The domestic retail price of refined oil will be reduced, marking the eleventh price cut this year, leading to decreased fuel costs for consumers [3][4]. Group 1: Price Adjustment Details - Effective from December 8 at 24:00, gasoline and diesel prices will be lowered by 55 yuan per ton, translating to a decrease of 0.04 yuan for 92 gasoline, 0.05 yuan for 95 gasoline, and 0.05 yuan for 0 diesel [1][3]. - After this adjustment, filling a 50L tank of 92 gasoline will cost approximately 2 yuan less for private car owners [4]. Group 2: Impact on Fuel Costs - For a vehicle running 2,000 kilometers per month with an average fuel consumption of 8L per 100 kilometers, the fuel cost will decrease by about 6 yuan before the next price adjustment [4]. - In the logistics sector, a heavy truck running 10,000 kilometers per month with a fuel consumption of 38L per 100 kilometers will see a reduction of approximately 89 yuan in fuel costs before the next price adjustment [4]. Group 3: Market Analysis - The current pricing cycle has been influenced by mixed market factors, including a build-up of oil in the U.S. and a lack of trading activity due to the Thanksgiving holiday, resulting in a narrow fluctuation in oil prices [4]. - Future market trends will be closely monitored, particularly regarding the Federal Reserve's interest rate decisions, which may affect oil prices positively in the long term [4].

Group 1 - Apple announced a price reduction of 300 yuan for iPhone 17 Pro and iPhone 17 Pro Max, with new prices starting at 8699 yuan and 9699 yuan respectively [2] - The iPhone 17 series has seen strong sales, with a 12% year-on-year increase in actual shipments in October, achieving a market share of 24.2%, the highest monthly global market share on record [4] - During the "Double 11" shopping festival, the sales of the iPhone 17 base model more than doubled year-on-year, while the iPhone 17 Pro and iPhone 17 Pro Max also experienced double-digit growth [4] Group 2 - Counterpoint Research predicts that Apple will maintain high growth and may achieve record high shipments in the fourth quarter, with expectations of becoming the world's largest smartphone brand by shipment volume in 2025 for the first time since 2011 [4] - The continued popularity of the iPhone 17 series, along with promotional events like Black Friday and "Double 11," is expected to drive further growth in shipments for the fourth quarter and the entire year [4]

中国山东省的青岛港（kyodo） 汽车大幅增长50％。稀土也高于去年同期。对美出口下降28.6％，对日本出口增长4.3％…… 中国海关总署12月8日发布的11月贸易统计（以美元计价）数据显示，出口同比增长5.9％，达到3303亿 美元。2个月来再次转为增长。包含纯电动汽车（EV）在内的汽车出货量增加。 进口同比增长1.9％，达到2186亿美元，连续6个月实现正增长。出口额减去进口额得出的贸易顺差为 1116亿美元。由于出口增幅高于进口增幅，贸易顺差规模相较于去年同期有所扩大。 从出口品类来看，汽车大幅增长50％。稀土也高于去年同期。智能手机和个人电脑则分别低于去年同 期。 从出口目的地来看，对美出口下降28.6％。对最大出口目的地东盟（ASEAN）出口增长8.2％。对日本 出口增长4.3％。对欧盟（EU）出口也高于去年同期。 日本经济新闻（中文版：日经中文网）盐崎健太郎 北京 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： ...

Core Insights - The Doubao smartphone, featuring the Doubao AI assistant, has gained significant attention for its advanced capabilities, including cross-application automation and real-time visual understanding, leading to immediate sell-out on its launch day [1][3] - The device has created a unique user experience, with reports of its ability to assist in complex tasks such as answering quiz questions and video editing, showcasing a glimpse of a future where voice commands can replace manual actions [3][5] - However, the smartphone has faced backlash due to login issues with several major applications, raising concerns about security and fairness in the digital ecosystem, as its AI capabilities mimic human interactions [5][6] Market Response - The initial market response has been overwhelmingly positive, with the smartphone selling out quickly and commanding high resale prices on second-hand platforms, indicating strong demand [1][3] - Users have shared their experiences on social media, highlighting the device's ability to perform tasks that were previously thought to require human intervention, thus enhancing its appeal [3][5] Regulatory and Industry Challenges - The smartphone's advanced AI features have led to restrictions from various applications, including WeChat and several financial apps, due to concerns over account security and the potential for misuse [5][6] - The Doubao team has announced adjustments to the AI's operational capabilities, including limiting its use in gaming and financial applications, reflecting the industry's struggle to adapt to the implications of AI as an active operator rather than a mere tool [6][7] - The situation underscores the broader challenges faced by the AI industry, including the need for clear regulations and guidelines to address liability and ethical considerations as AI technology evolves [7]