2025年广东省深圳市南山区迈入"万亿城区"，成为全国首个GDP过万亿元的地市辖区。作为城市运转 的"动力源"、经济发展的"生命线"，南方电网深圳供电局以务实举措优服务、保民生、强基建。 据统计，"十四五"期间，南山区全社会用电量从100.71亿千瓦时跃至132.72亿千瓦时，增长31.78%； 2025年，平均每度电支撑南山区创造GDP超75元。可靠电力为南山区全面建设全球一流现代化创新城区 提供了坚实支撑。 "充足电"撬动"大产值" 在深圳南山这片民营企业成长的沃土上，孕育和培养出腾讯、华为、中兴、大疆、迈瑞等一批知名企 业。截至目前，南山区市场主体达63.7万个，上市企业总数达218家，密度保持全国第一。 2025年，全国首家民营企业用电营商环境服务中心在南山区揭牌成立，为民营企业提供"一站式、全周 期、个性化"服务。深圳南山供电局用好政企用电用能共享服务平台，全面推广高压业扩"免申即享"服 务。去年，该局完成高压业扩245项，投产容量68.83万千伏安，同比增长16.3%，为深圳"工业上楼"示 范项目——南山智造红花岭产业园等重大项目增加动能，并收获了字节跳动、大疆、百度、中兴通讯等 企业好评。 优质 ...

Core Insights - Apple reported strong fiscal Q1 results, with revenue growth of 16% to $143.76 billion and earnings per share (EPS) increasing by 19% to $2.84, surpassing analyst expectations [6] - iPhone sales, which account for nearly 60% of total sales, surged by 23% to $85.27 billion, significantly exceeding analyst forecasts [3][6] - The company expects continued revenue growth of 13% to 16% year-over-year for fiscal Q2 2026, with services revenue anticipated to rise comparably [6] Revenue and Sales Performance - Total product segment sales increased by 16% to $113.7 billion, with notable strength in China where revenue climbed 38% [4] - iPad sales rose by 6% to $8.6 billion, while Mac sales fell by 7% to $8.4 billion, and wearable revenue decreased by 2% to $11.5 billion [3][4] Margins and Financial Metrics - Product gross margin rose by 450 basis points sequentially to 40.7%, and service margin increased by 120 basis points to 76.5%, resulting in an overall gross margin of 48.2% [5] - Despite rising memory prices, Apple projects gross margin to remain between 48% and 49% in Q2 [5][6] Stock Performance and Valuation - Despite strong operational momentum, Apple's stock has seen limited movement, trading at a forward price-to-earnings (P/E) ratio of around 31 for fiscal 2026 estimates [8][9] - The stock's valuation has increased during a period of lackluster results, making it more expensive compared to many other major tech stocks [8][9]

AI 社交平台 Moltbook 曝严重漏洞，15 万智能体面临「夺舍」风险 2 月 1 日，当下最热门的 AI 社交网络 Moltbook 被曝存在严重安全漏洞。安全研究员 Jameson O'Reilly 发现，该平台后端数据库在未受任何保护的情况下 对外完全公开。 这一严重的配置错误导致平台内近 15 万个 AI「智能体」 的敏感数据全部泄露，其中包含电子邮件、登录令牌以及最关键的 API 密钥。这意味着，任何 人只要获得密钥，即可直接接管任意 AI 账号（包括拥有 190 万粉丝的知名学者 Andrej Karpathy 的 AI 分身），并以其名义随意发布内容。 在接到媒体 404 Media 的预警后，Moltbook 创始人已紧急修复了该漏洞。此次事件被指是业界过度追求开发速度的「氛围编程」（Vibe Coding）所致， 与此前 Rabbit R1 密钥泄露及 ChatGPT 用户数据「串台」如出一辙，再次暴露了 AI 应用在基础安全建设上的巨大隐患。（来源：极客公园） 苹果人工智能团队再现离职潮，多名研究员转投 Meta 和谷歌 2 月 1 日，除了失去一位 Siri 高管外，苹果公司近几周 ...

Company and Industry Summary Company: Apple Inc. Key Financial Performance - **Q4 2025 Revenue**: $143.76 billion, exceeding market expectations of $138.52 billion, with a year-over-year increase of 46.7% and a quarter-over-quarter increase of 40.3% [1] - **Net Profit**: $42.1 billion, a year-over-year increase of 15.9% and a quarter-over-quarter increase of 53.3% [1] - **Earnings Per Share (EPS)**: $2.84, surpassing market expectations of $2.67 [1] Segment Performance 1. **iPhone**: Revenue of $85.27 billion, a year-over-year increase of 23.3%, driven by the iPhone 17 series, exceeding market expectations of $78.31 billion [2] 2. **Mac/iPad**: - Mac revenue: $8.39 billion, a year-over-year decrease of 6.7%, below market expectations of $9.13 billion [2] - iPad revenue: $8.6 billion, a year-over-year increase of 6.3%, exceeding market expectations of $8.18 billion [2] 3. **Wearables/Home/Accessories**: Revenue of $11.49 billion, a year-over-year decrease of 2.2%, below market expectations of $12.13 billion, impacted by limited supply of AirPods Pro 3 [2] 4. **Services**: Revenue of $33.01 billion, a year-over-year increase of 13.9%, slightly below market expectations of $30.02 billion, with double-digit growth in both developed and emerging markets [2] Regional Performance - Revenue growth by region: - Americas: +11.2% - Europe: +12.7% - Greater China: +37.9% - Japan: +4.7% - Other Asia-Pacific: +18.0% - Strong momentum in emerging markets, with significant growth in the Chinese market driven by iPhone sales [2] Profitability Metrics - **Gross Margin**: 48.2%, a year-over-year increase of 1.3 percentage points and a quarter-over-quarter increase of 1.0 percentage points, exceeding guidance [2] - **Net Margin**: 29.3%, a year-over-year increase of 0.1 percentage points and a quarter-over-quarter increase of 2.5 percentage points [2] Q1 2026 Outlook - **Revenue Growth**: Expected to increase by 13% to 16% year-over-year, considering supply constraints primarily from 3nm advanced process capacity [3] - **Gross Margin Guidance**: Expected to be between 48% and 49% [3] - **Storage Impact**: Minimal impact on Q4 2025 gross margin, but expected to have a slightly larger effect in Q1 2026, already factored into guidance [3] Strategic Insights - Despite challenges from storage constraints, Apple is expected to be less affected and may expand its market share. The guidance for continued growth in Q1 2026 indicates a clear trend towards accelerated AI innovation in 2026-2027 [3] - The value of Apple's supply chain resources is expected to become more prominent, with recommendations to focus on quality leaders like Luxshare Precision and GoerTek for investment opportunities [3]

Core Viewpoint - Apple achieved record performance in the holiday quarter, but the urgency for an AI transformation is evident, necessitating a rethinking of its hardware and operating systems with an "AI-first" approach [1][2][3] Group 1: iPhone 17 Pro Success - The iPhone 17 Pro's success is attributed to its new design, long battery life, excellent performance, and attractive colors, effectively meeting key consumer demands [1] - The release strategy for the iPhone 17 was cautious, avoiding half-baked AI features and unfulfilled promises, contrasting sharply with the previous year's iPhone 16 series, which was misleadingly labeled as "AI-ready" [1] Group 2: AI Transformation Necessity - Despite strong iPhone sales, Apple lags significantly in generative AI technology compared to competitors in Silicon Valley, making long-term sales performance less meaningful without a major transformation [2][4] - The future tech landscape will be redefined by AI, and Apple must shift from an app-centric model to one driven by voice interaction and AI agents [3] Group 3: Leadership and Strategy Challenges - Apple's leadership, particularly CEO Tim Cook, has not articulated a bold AI vision, and past decisions, such as hiring John Giannandrea to lead AI efforts, are now seen as significant missteps [4] - The current ecosystem, built around apps and manual operations, risks becoming outdated as user expectations shift towards AI-driven experiences [3][4] Group 4: Competitive Landscape - Meta is significantly ahead in AI, having developed internal technologies and launched AI products like Ray-Ban smart glasses, demonstrating a commitment to AI-native hardware [5] - OpenAI poses a substantial threat, actively recruiting from Apple and showcasing strong AI capabilities, with ambitions to enter the hardware market [6][7] Group 5: Strategic Recommendations - Apple must build a sustainable and autonomous AI system internally, relying on its own high-end chip-powered server clusters for computational support, rather than depending on competitors like Google [8] - Attracting and retaining top AI talent is crucial, and Apple must recognize that hardware excellence alone will not suffice against AI-centric competitors [8]

正式版 IT之家 2 月 1 日消息，花粉 Beta 尝鲜约半月后，华为官网显示，华为畅享 70X 手机现正式迎来鸿蒙HarmonyOS 6 系统公测, HarmonyOS 6 支持机型 目前已公布可支持升级尝鲜的具体机型 更多机型陆续上线中,敬请期待 手机 | HUAWEI Mate 70 | HUAWEl Pura 70 北斗卫星消息版 | | --- | --- | | HUAWEI Mate 70 Pro | HUAWEI Pura 70 Pro | | HUAWEl Mate 70 Pro 优享版 | HUAWEI Pura 70 Pro+ | | HUAWEI Mate 70 Pro+ | HUAWEI Pura 70 Ultra | | HUAWEl Mate 70 RS 非凡大师 | HUAWEI Pura X | | HUAWEl Mate 70 Air | HUAWEl Pura X 典藏版 | | HUAWEl Mate 60 | HUAWEI Pocket 2 | | HUAWEI Mate 60 Pro | HUAWEI Pocket 2 艺术定制版 | | HUAWEl Mate ...

极目新闻实习生 严梓欣 金芷瑶 极目新闻记者 潘锡珩 伴随着2026年国家"两新"政策落地，湖北省新一轮消费品以旧换新补贴已全面启动，1月30日，记者从湖北多家小米门店了解到，湖北全省700多家小米之家 快速、同步响应国补政策，实现政策支持范围内产品销售与补贴申领全覆盖，进一步激发春节前消费活力。 "进店的客户基本上都会询问置换补贴怎么领取。"小米汽车武昌万象城体验店店长夏先生向记者介绍，"我们的小米汽车YU7车型目前提车非常迅速，3到5 天就能够提车。有顾客想在新年前提车，是否能够享受到国家的置换补贴政策也成为决策因素。" 针对消费者普遍关注的补贴申请流程问题，小米之家线下门店通过一站式服务让顾客购买产品、使用补贴时更方便、更舒心。在小米之家滨江天街店，刚以 补贴价购入一台新款红米Turbo 5手机的王先生表示："国补操作流程挺清晰的，购物很顺利。" "顾客在线下门店能够第一时间感受到我们的产品。现场帮顾客进行验机等服务，会比线上通过手机屏幕来了解更直观。"小米之家滨江天街店长林先生表 示，"如果碰到长辈，或者是不太熟悉国补操作的客户，可以现场手把手地教，帮顾客去排疑。" 根据湖北省商务厅近期发布的相关公告 ...

Core Insights - The mobile market in 2026 is expected to focus on differentiation rather than uniformity, with manufacturers exploring various strategies to address core issues like user experience and battery life [1][4][42] Group 1: Product Innovations - iQOO 15 Ultra marks the brand's first foray into the high-end market, emphasizing performance and user experience with features like a 2K Samsung screen and advanced cooling systems [5][8][11][14] - Samsung's Galaxy S26 series, set to launch on February 25, will include the Exynos 2600 processor, which is the first mobile chip using 2nm technology, although its real-world performance may not match competitors [15][18][20][21] - Huawei's Pura X2 is anticipated to enhance the user experience of foldable phones through improved software and system adaptations, alongside hardware upgrades [22][23][25][26] - The iPhone 17e aims to capture a broader user base by offering a more affordable option while maintaining essential features, potentially impacting the market significantly [27][29][33] - OPPO Find N6 is positioned as a strong competitor to Apple's foldable offerings, featuring advancements that address common issues like screen creases [34][37][39] Group 2: Market Trends - The upcoming product releases indicate a shift from a "one-size-fits-all" approach to more targeted offerings that cater to specific user needs [4][42] - The differentiation strategy allows consumers to make more informed choices based on their preferences rather than being overwhelmed by technical specifications [42] - The new product launches are expected to coincide with promotional events, providing opportunities for consumers to purchase devices at more accessible price points [40][41]

Core Viewpoint - Apple reported strong quarterly results but CEO Tim Cook indicated a need to reset expectations due to supply constraints and rising component costs [1][4][5]. Financial Performance - Apple achieved revenue of $143.8 billion, a 16% increase year over year, and diluted EPS of $2.84, up 19% year over year, with a net income of $42.1 billion [6]. - The gross margin was reported at 48.2%, exceeding guidance, and operating cash flow reached a record $53.9 billion [6]. - Segment sales included iPhone at $85.3 billion (+23%), Services at $30.0 billion (+14%), Mac at $8.4 billion (-7%), iPad at $8.6 billion (+6%), and Wearables/Home/Accessories at $11.5 billion (-2%) [6]. Supply Chain and Component Costs - Cook highlighted that Apple is in "supply chase mode" due to advanced chip constraints and rising memory prices, which are expected to persist for several years [2][8]. - The memory market is experiencing record demand, with companies like SanDisk seeing stock increases of 1,230% in the past six months [3]. - Apple is facing challenges in balancing supply and demand, with Cook noting that demand is currently outpacing Apple's planning [7][8]. Market Outlook - For the upcoming March quarter, Apple anticipates revenue growth of 13% to 16% year over year and a gross margin between 48% and 49% [6]. - Analysts remain optimistic about Apple's stock, with average price targets suggesting significant upside potential, ranging from $280 to $330 [19]. Pricing Strategy - Apple's pricing strategy for the iPhone has historically shown resilience, with demand remaining strong even at higher price points [14][15]. - Consumer sentiment indicates that while many perceive iPhones as overpriced, a notable percentage still consider them worth the investment despite financial constraints [17].

Core Viewpoint - Apple Inc. is recognized as one of the significant AI stocks on Wall Street, with JPMorgan raising its price target to $325 and maintaining an "Overweight" rating, indicating confidence in the stock's performance [1]. Financial Performance - Apple's latest financial results are expected to alleviate investor concerns regarding the impact of rising memory costs on gross margins and potential slowdowns in Services revenue [2][3]. - The company achieved "record Product gross margins" in the December quarter, with expectations for the March quarter to also reflect record margins, which should reassure investors about the materiality of rising memory costs [2][4]. Investor Sentiment - JPMorgan believes that the strong financial results will help calm investor nerves about the potential negative impacts of memory-related costs, despite management acknowledging a slightly higher impact in the March quarter compared to December [3][4].