0:00 安装的#科技怪界[超话]# 美国家庭的电视安装，居然是这样 ...

Group 1 - The article highlights that the second half of the year, especially Q4, is typically the peak sales season for consumer electronics, driven by new product launches, global shopping festivals, corporate procurement, and year-end bonuses [3][4] - The iPhone 17 series has shown impressive sales performance, surpassing its predecessor by 14% within just ten days of its launch in the Chinese and American markets, contributing to Apple's stock reaching its annual peak [3] - Apple's earnings guidance indicates a projected revenue growth of 10% to 12% year-over-year for the next fiscal quarter (September to December), which would mark the company's best quarterly performance in history [4] Group 2 - The analysis shifts focus to the supply chain supporting Apple's sales performance, referred to as the "fruit chain" [5]

硬氪独家获悉，前安克创新全球CMO、中国区总裁王时远离职后创业，成立"穗升科技"；公司聚焦AI录音硬件赛道，依托软硬件 结合方案实现记忆管理与行动的闭环。 近日，穗升科技已完成数百万美金天使轮融资，本轮融资由红杉中国种子基金领投、安克创新联合创始人高韬跟投，高鹄资本担 任独家财务顾问。首款产品预计将于2026年在欧美市场正式发布。 以下文章来源于硬氪 ，作者黄楠 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 首款产品计划于2026年面向欧美市场发布。 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ Pixabay 穗升科技于2025年8月成立。创始人王时远2015年加入安克创新任全球CMO、主导全球品牌与营销工作，2020年起转任中国区总 裁。核心高管长期在欧美负责AI研发工作，曾领导全球化团队完成多产品的AI应用落地。此外，还有多位团队核心成员来自安克 创新、华为、腾讯等头部科技大厂，兼具智能硬件、AI算法、AI智能体等软硬件产品开发经验及全球商业化经验。 从产品策略层面来看，穗升科技聚焦于"AI记忆"赛道。当下，国内市场的AI录音类产品正陷入同质化困境 ...

嘻疯 发自 凹非寺 量子位 | 公众号 QbitAI "豆包手机"刚发售， 火到 3万 台首批备货被一抢而空 。 甚至还有不少人在海鲜市场上溢价转卖，加价1500、直接翻倍的都有： 关键这还是在官方明确表示 各种功能体验还不够完善的情况下 …… 说的就是 搭载 豆包 手机助手技术预览版的工程样机nubia M153 。 不久前，字节豆包团队刚传出了要和中兴合作打造AI手机的消息，随后脚第一代产品就上架了。 nubia M153以 售价3499元 ，仅面向想要体验豆包手机助手的行业人士少量发售 。 官方明确表示，在软件方面，" 尚无法保证成熟手机产品的功能完善度 " ， 比如影像等功能可能和市场主流旗舰机存在差距。 nubia M153的软件，大概每两周会进行一次更新。 目前，各方的实测体验也相当丰富，玩法涵盖跨App指令操作等多种场景。不少开发者和行业人士评价称"豆包勾勒出了AI时代手机的雏形"。 也有用户反馈，从实际操作时长来看，豆包助手目前的执行速度仍略慢于人工操作，但优势在于能显著减少用户的筛选和决策成本。 除此之外，据供应链消息人士向蓝鲸新闻透露，这次"豆包手机"确实是试水市场，"售罄后并未追加物料采 ...

转自：贝壳财经 【#豆包手机第一代或将不再批量生产#】#豆包手机第二代已启动研发# 一名供应链人士向蓝鲸科技记者证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约3 万台的备货。"同时，"此轮售罄后项目方并未追加物料投入。"这也意味着短期内市场流通量将保持固 定。 尽管未扩大首批规模，但项目并未止步。一位接近中兴通讯的人士向蓝鲸科技记者透露，"该项目内部 高度保密，中兴通讯在合作中处于乙方角色，大家对这个项目非常谨慎。"上述供应链人士进一步透 露，"字节跳动与中兴通讯第二代产品已启动研发，在未出现其他变量因素情况下，预计于2026年底出 货。"@蓝鲸新闻 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发二手市场涨价潮。而最新， 据蓝鲸科技记者独家了解，伴随官方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。 ...

Core Viewpoint - Apple Inc. is experiencing a significant increase in iPhone 17 base model units, leading to a raised price target from $315 to $325 while maintaining a "Buy" rating [1][2]. Group 1: Price Target and Ratings - Loop Capital analyst Gary Mobley raised the price target on Apple stock to $325.00 from $315.00, maintaining a "Buy" rating [1]. - The price target adjustment is based on updated iPhone estimates reflecting unit and average selling price (ASP) changes [2]. Group 2: iPhone Unit Estimates - Apple is projected to see an increase of approximately 22 million units for the iPhone 17 base model from the December quarter through the June quarter compared to previous estimates [2]. - There is a noted decrease in the iPhone 16 Pro/Pro Max models, which have been discontinued, and adjustments are being made for the iPhone 17 Air [3]. Group 3: ASP Adjustments - The firm is lowering ASPs across all models to better reflect Apple's subsidy absorption with carrier partners [3]. - iPhone 18 models are also being incorporated into the estimates [3].

Core Viewpoint - ZTE Corporation's stock has declined nearly 1% after the initial excitement surrounding the launch of its "Doubao Assistant" smartphone, which sold out quickly and saw a price premium on second-hand platforms [1][4]. Group 1: Product Launch and Market Reaction - ZTE announced the limited release of the nubia M153 smartphone featuring the "Doubao Assistant" technology, priced at 3499 yuan, which led to a stock price surge and rapid sell-out [1][4]. - The "Doubao Assistant" is designed to enhance user interaction with smartphones by enabling multi-modal question answering and automatic price comparison across e-commerce platforms [1][4]. Group 2: Technology Comparison - The "Doubao Assistant" differs from traditional voice assistants by integrating deeply with the system, allowing for cross-application automation, akin to a "self-driving" mode for smartphones [4][5]. - Other major manufacturers like Honor and Vivo have also been exploring similar AI capabilities, indicating a competitive landscape in the smartphone AI assistant market [4][5]. Group 3: Privacy and Security Concerns - There are concerns regarding user data security and privacy, as the "Doubao Assistant" requires extensive permissions to function effectively, including reading user screens and accessing personal data [7][8]. - Doubao has stated that the assistant does not store user data on the cloud and requires user consent to access sensitive information, aiming to alleviate privacy concerns [8][10]. Group 4: Industry Dynamics and Challenges - The competition among smartphone manufacturers, AI model developers, and traditional app providers is intensifying, with a focus on controlling data access and user interactions [11][13]. - The current state of the "Doubao Assistant" is described as a "technical preview," indicating that it is still in the exploratory phase and not yet ready for mainstream consumer use [13][14].

Core Insights - Russia has imposed restrictions on Apple's FaceTime video-calling app, which has gained popularity in the country following the government's limitations on WhatsApp and Telegram call services [1] Group 1 - The Russian government has previously restricted WhatsApp and Telegram, leading to increased usage of FaceTime [1] - The introduction of restrictions on FaceTime indicates a broader trend of regulatory actions against foreign technology companies operating in Russia [1]

Core Insights - The introduction of the "Doubao Phone" has garnered significant attention, marking a new addition to the AI smartphone sector, which has energized Honor's AI team [1] - The demonstration video showcased features such as video calls with the Doubao Assistant, enabling functionalities like price comparison and café recommendations, indicating a shift towards general-purpose AI applications [1] Company Developments - Honor's product line president, Fang Fei, highlighted the alignment of the Doubao Assistant's capabilities with the company's strategy of evolving AI from specific tasks to general execution [1]

Xiaomi Corporation (1810.HK) ( OTCPK:XIACF ) ( OTCPK:XIACY ) is a Chinese technology company with core segments in consumer electronics and electric vehicles. Within China, the company has the largest consumer ecosystem, with over 1 billion IoT (Internet of Things) smart devices. While consumer electronicsI am a private investor and research-driven analyst focused on China and the broader Asia-Pacific equity markets. My work examines businesses across electric vehicles, semiconductors, consumer platforms, a ...