雷军：小米SU7和SU7 Ultra转订YU7占比不足15% 金十数据7月2日讯，小米创办人、董事长兼CEO雷军在直播间回应YU7大定争议时表示，小米SU7和 SU7 Ultra转订YU7的订单，占YU7总订单数不足15%。 （界面） ...

Group 1: Employment and Economic Indicators - The ADP employment number in the U.S. decreased by 33,000 in June, marking the largest decline since March 2023 [2] - The "Big and Beautiful Act" eliminates consumption taxes for wind and solar projects [2] Group 2: Company News - Intel's CEO is considering a strategic change for its foundry business [2] - Alibaba is reportedly expanding its AI cloud services in Malaysia and the Philippines [2] - Apple has entered the P1 prototype stage for its foldable iPhone, while the development of the foldable iPad has been shelved [2] - Jeff Bezos has sold nearly $737 million worth of Amazon stock [2] - A California jury ruled that Google infringed on Android data, facing a compensation of $314.6 million [2] - Tesla's electric vehicle sales in China increased by 0.8% year-over-year in June, ending an eight-month decline [2] - Ford's electric vehicle sales fell by 31.4% in the second quarter [2]

在智能手机市场的激烈竞争中，小米数字系列旗舰机凭借创新设计与前沿功能，始终保持着高关注度。 今年9月，小米16系列与iPhone 17系列的发布时间仅相隔数周，一场旗舰机的巅峰对决即将上演。 屏幕方面，小米16 Pro将提供6.3寸和6.8寸两种选择，均采用全新的横向大矩阵镜框设计，占据机身约 三分之一的面积，极具辨识度。 相比之下，6.3寸标准版则延续了经典设计风格。 有趣的是，今年iPhone 17 Pro也将采用6.3寸屏，iPhone 17 Pro Max为6.9寸屏，同样取消了浴霸镜框，转 而采用横向大矩阵设计。 尽管小米16 Pro与iPhone 17 Pro在设计上相似，但小米16 Pro在细节处理上更胜一筹，颜值更高，而且价 格也更具优势。 据可靠消息，小米16系列将推出4款机型，全面覆盖不同用户需求。 其中，最受瞩目的当属6.3寸版小米16 Pro。 它将全球首发第二代骁龙8至尊版芯片，基于台积电3nm制程工艺，搭载第二代自研Oryon CPU架构， 并配备16MB独立GPU缓存，无论是运行大型游戏还是多任务处理，都能带来流畅体验。 这款全新操作系统采用液体玻璃设计语言，拥有大量3D特效，界 ...

在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和价 值 分 析。 A I 快 报 1. 据TrendForce集邦咨询最新研究，北美大型CSP目前仍是AI Server（服务器）市场需求扩 张主力，加上tier-2数据中心和中东、欧洲等主权云项目助力，需求稳健。 在北美CSP与OEM客 户需求驱动下，预估2025年AI Server出货量将维持双位数成长，然而因国际形势变化， TrendForce集邦咨询微幅下调今年全球AI Server出货量至年增24.3%。 2.知情人士称，"AI独角兽"Anthropic年化收入已达到每年40亿美元， 即每月3.33亿美元，较今 年年初增长了近四倍。 整理 | 美股研究社 3. OpenAI CEO Sam Altman就Meta近期大举挖角AI人才一事展开反击 。周一晚间，Altman 向OpenAI研究人员发出了一份措辞强硬的回应。回应中称："Meta的行为方式让人感觉有些厌 恶。" 周一，Meta CEO扎克伯格宣布了新成立的超级智能团队，其 ...

Group 1 - The Moscow Exchange announced the launch of cash-settled futures contracts for Tencent Holdings Limited and Xiaomi Corporation stocks on its derivatives market starting July 8 [1]

2025-07-02 15:41:48 作者：狼叫兽 "系统升级"提示引发虚惊一场，发改委与财政部紧急辟谣：这不是终点，而是1380亿元新一轮补贴的起点。2025年7月，随着多地"国补系统暂停"页面陆 续恢复亮起绿灯，一场由政策调整引发的消费焦虑终于尘埃落定。国家发改委与财政部联合发声，澄清此前"额度用尽"提示仅为阶段性技术调配，全国统 一截止时间仍锁定2025年12月31日。首批1620亿资金在短短5个月内消耗过半后，中央财政果断追加1380亿元，"真金白银"的消费红利正加速驶入下半 场。 首先,划重点!家电家居国补资格的领取方法入口是:京东APP搜「家电省2000」国补直接立减2000元,手机数码国补的领取方法入口是:京东APP搜「手机省 500」或「数码省2000」领2000元补贴资格。 一定要先领,名额有限! 秘诀:先在app搜一下上面的口令,以后每天点历史搜索记录就可以! 一、暂停真相：资金消耗超预期，7月重启规则升级1. "秒光"的额度与紧急调配 - 截至5月底，全国3000亿补贴资金池消耗超1500亿元，河南、湖南等多地 告急： * 重庆：首批12亿家电补贴6月初耗尽； * 山东：每日500万额 ...

Core Insights - The article highlights Apple's strategic move in the entertainment industry through the film "F1: Drive to Survive," showcasing its hardware capabilities by using the iPhone 15 Pro Max for professional filming [1][9] - The film serves as a significant marketing tool for Apple, aiming to integrate its hardware, content, and services into the global entertainment ecosystem [1][10] Box Office Performance - "F1" debuted strongly in North America, grossing $55.6 million in its opening weekend across 3,661 theaters, and has surpassed 89 million yuan in China [2] - The film received high ratings on review platforms, achieving an 83% critic approval and a 97% audience score on Rotten Tomatoes, along with an A grade from CinemaScore [2] Previous Successes - Prior to "F1," Apple demonstrated its filmmaking capabilities with successful projects on Apple TV+, including "The Morning Show," "CODA," and "Ted Lasso," which have garnered critical acclaim and significant viewership [5] - "Ted Lasso" alone generated over $600 million in revenue for Apple, showcasing the potential for content to drive financial success [5] Technological Innovation - Apple customized a filming system for "F1," utilizing a modified iPhone with advanced features to withstand high-speed conditions, effectively positioning the iPhone as a professional filming device [9] - The film's production has the potential to influence F1 teams to adopt Apple's filming technology, creating a new revenue stream for the company [9] Ecosystem Integration - The film exemplifies Apple's transition from a hardware company to an ecosystem service provider, linking content creation and consumption through its devices and services [10] - The integration of iCloud and Final Cut Pro in the content creation process enhances user dependency on Apple's ecosystem, creating a competitive advantage [10] Industry Comparison - The article contrasts Apple's approach with that of domestic competitors like Xiaomi, which have struggled to integrate technology and content effectively [11][12] - Xiaomi's past ventures into film production have not achieved the same level of technological integration or narrative quality as Apple's projects [12][16] Strategic Recommendations - Domestic manufacturers are encouraged to adopt Apple's model by engaging in extreme scenario testing for their technology and collaborating closely with content creators [17] - Establishing dedicated platforms for user-generated content could help create a sustainable business model, similar to Apple's ecosystem [17]

背景 ：随着高端智能手机市场竞争加剧，三星正在升级其以旧换新战略，以缩小与苹果长期存在的"价值认知差距"。 2025年初，三星在已有Overtrade促销计划基础上，新增两大区域化项目——面向美国与英国的Galaxy Club，以及针对 韩国与法国市场的Galaxy Trade-In。这三项计划共同聚焦三大目标：提升二手保值率、加速高端机型普及、增强用户粘 性。 形势已然明朗 ：Canalys（现并入Omdia）数据显示，iPhone 15在使用一年后的保值率仍为50%，而Galaxy S24系列仅剩 40%。这种贬值差距削弱了三星的定价能力，并制约其在二手市场的竞争力。2025年第一季度，三星在高端机型市场 （600美元以上价位段）份额仅为22%，远落后于苹果的59%。 本报告将深入解析三星的以旧换新战略组合——Galaxy Club、Galaxy Trade-In与Overtrade——如何缩小这一差距， 并重塑"新机转二手"设备生命周期的市场动态。 Overtrade刺激升级：解读高端市场增长背后的机制 三星 "Overtrade"激励措施：甚至在推出 Galaxy Club 和官方"以旧换新（Trad ...

Core Viewpoint - Jefferies has downgraded its smartphone shipment forecasts for 2025 to 2027 due to a deteriorating outlook influenced by various factors, including U.S. tariff policies, lack of innovation, uncertain economic prospects, high Android inventory, and diminishing Chinese subsidies [1] Group 1: Smartphone Market Outlook - Jefferies has reduced the overall smartphone shipment expectations for 2025 to 2027 by 2% to 4% [1] - The firm noted that the second quarter of 2025 saw a pull-forward demand driven by U.S. tariff policies, but challenges are anticipated in the latter half of the year [1] Group 2: Apple iPhone Performance - Despite the overall smartphone market instability, Jefferies raised its iPhone shipment forecast by 4% due to pull-forward demand and extended discount activities during the "6·18" sales event in China [1] - The industry survey indicated that iPhone sales during the "6·18" event grew by 19% year-on-year, significantly higher than the previous year's 7% growth [1] Group 3: Android Device Performance - In contrast, Android devices experienced minimal growth during the "6·18" event, with a likely year-on-year decline of 4% in sales [1] - High inventory levels (approximately 50 days) prior to "6·18" contributed to the poor sales performance of Android devices, indicating ongoing pricing pressure in the second half of the year [1]

以下文章来源于知彼而知己 ，作者知彼而知己 知彼而知己 . 电脑技术、软件分享 转自：知彼而知己 LG还宣布了一个大日子： 2025年6月30号韩国时间半夜1 2点整 ，它会彻底关掉所有 给老LG手机用的服务和后台支持。换算成北京时间是：2025 年 6 月 29 号 晚上 11 点。 过了这个时间，LG手机上的自动升级服务（FOTA）、更新中心（App Se r v i c e）就全 停了。电脑上那个LG Bri dge 软件也用不了了，这软件本来能让你用数据线备份手机 或者装系统更新。 说白了， 2 0 2 5年6月30号韩国时间半夜之前 ，是你最后的机会升级LG手机系统。LG 也提醒用户："以后我们不再更新手机里的App 了，那些你当初删掉的手机自带软件， 也下不回来了。" LG表示，服务一关，它会马上把收集到的用户个人信息删掉。不过它也补充说："要是 有法律或者公司内部规定要求我们必须留着某些信息，那我们会按规定的期限存着。" 大家都知道，LG以前也卖智能手机，不过2021年他们决定不干这行了。这家韩国大公 司表示：手机行业竞争太猛了，实在拼不过，这是他们退出的主要原因。 看看现在的情况，LG说竞争激 ...