1月29日，华为商城宣布即将开启春节限时优惠，即日起至2月28日，手机品类至高优惠4000元，平板品 类至高优惠1000元，穿戴品类至高优惠800元，智慧屏品类至高优惠4000元，耳机音箱至高优惠3625 元。 其中，Pura 80系列指定机型最高优惠1500元，Mate 70系列指定机型最高优惠1800元，Mate X6系列最高 优惠2000元，参与以旧换新最高优惠1000元，还可享最高12期分期免息。 参与活动的还包括华为Mate80系列，Pura80系列，Mate70系列，MateX6系列，Pura X系列，nova15系 列，Mate XTs，华为手表，耳机，平板，PC，智慧屏，路由等产品。 华为商城截图 当下正值鸿蒙生态加速冲刺期，华为终端出货量对催熟鸿蒙至关重要。观察者网注意到，华为应用市场 中，小艺输入法安装数量已超4000万次，这意味着鸿蒙终端数已超4000万台。 而根据IDC中国手机市场数据，2025年华为以4670万台的出货量、16.4%的份额重登榜首。这也是继 2020年之后，华为手机首次在全年维度重返中国市场第一位置。 紧随其后的是苹果与vivo，并列第二，出货量分别为4620万台、4 ...

华为商城截图 当下正值鸿蒙生态加速冲刺期，华为终端出货量对催熟鸿蒙至关重要。观察者网注意到，华为应用市场中，小艺输入法安装数量已超4000万次，这意味着鸿 蒙终端数已超4000万台。 而根据IDC中国手机市场数据，2025年华为以4670万台的出货量、16.4%的份额重登榜首。这也是继2020年之后，华为手机首次在全年维度重返中国市场第 一位置。 紧随其后的是苹果与vivo，并列第二，出货量分别为4620万台、4610万台，市场份额均为16.2%。小米与OPPO分列第四、五位，出货量分别约4380万台、 4340万台，市场份额均超15%。 1月29日，华为商城宣布即将开启春节限时优惠，即日起至2月28日，手机品类至高优惠4000元，平板品类至高优惠1000元，穿戴品类至高优惠800元，智慧 屏品类至高优惠4000元，耳机音箱至高优惠3625元。 其中，Pura 80系列指定机型最高优惠1500元，Mate 70系列指定机型最高优惠1800元，Mate X6系列最高优惠2000元，参与以旧换新最高优惠1000元，还可享 最高12期分期免息。 参与活动的还包括华为Mate80系列，Pura80系列，Mate70系 ...

Core Viewpoint - Apple is facing a significant sell-off in early 2026, down 8.8% year to date, making it the second-worst performer in the Dow Jones Industrial Average, amid concerns over its AI software upgrades and the upcoming iPhone 18 launch [1] Group 1: Stock Performance and Market Context - Apple's stock performance should be evaluated in context; it previously experienced a sell-off in early 2025 due to tariff fears but rebounded with a 32.5% gain in the latter half of the year, adding over $1 trillion in market cap [2] - Despite the recent pullback, Apple's stock is still up significantly over the last seven months, indicating that investors must assess the sustainability of its gains [3] Group 2: AI Integration and Product Development - Apple is integrating Google's Gemini models into its next generation of Foundation Models, with a Gemini-powered Siri expected to launch as soon as February [4] - The introduction of a voice-controlled AI assistant is seen as a strategic move to make AI more accessible to users, allowing for a gradual implementation of AI features [5] - Apple is known for its deliberate product launches, which can benefit long-term investors; the iPhone 17, released in September 2025, saw strong demand and earnings growth despite lacking significant AI features [6][7] Group 3: Financial Performance and Margins - Apple's product revenue grew by 4.1% in fiscal 2025, while services revenue increased by 13.5%, with products achieving a gross margin of 36.8% and services at 75.4% [10] - The growth of services, now comprising 26.2% of total sales, suggests potential for further margin expansion [10] - Overall, Apple's recent results indicate solid performance, with expectations for a significant year ahead driven by AI software upgrades and a new iPhone designed for AI integration [11] Group 4: Valuation and Competitive Landscape - Despite improving earnings and margins, Apple's valuation remains high, with a forward price-to-earnings ratio of 30.9, which is more expensive than competitors like Amazon, Alphabet, Microsoft, and Meta [15] - Analysts project earnings growth of only 10.3% in fiscal 2026 and 10.5% in fiscal 2027, raising concerns about the stock's attractiveness relative to its valuation [13] - The company's heavy reliance on consumer spending poses risks, especially as sales in China have declined and U.S. consumers may be hesitant to pay higher prices for AI-integrated devices [16][17] Group 5: Investment Considerations - While Apple is considered a decent stock to buy in 2026, it is not viewed as a compelling opportunity compared to other high-growth stocks like Broadcom or more balanced earnings growth from Microsoft [18] - Investors who believe in Apple's potential to leverage AI may still consider purchasing shares, especially given its strong balance sheet and consistent free cash flow generation [20] - Overall, buying Apple after its recent pullback may not be a bad idea, but it is not seen as a strong buying opportunity [21]

参与活动的包括华为Mate80系列、Pura80系列、Mate70系列、MateX6系列、Pura X系列、nova15系列、 Mate XTs，华为手表、耳机、平板、PC、智慧屏、路由等产品。 据科创板日报，华为官网和华为终端BG董事长余承东宣布即将开启春节限时优惠，即日起至2月28日， Pura 80系列指定机型最高优惠1500元，Mate 70系列指定机型最高优惠1800元，Mate X6系列最高优惠 2000元，参与以旧换新最高优惠1000元，还可享最高12期分期免息，最高降价4000元。 ...

每经AI快讯，1月29日，据华为终端官方微博消息，华为即将开启春节限时优惠，即日起至2月28日， 购买指定产品最高可优惠4000元。其中，Pura80系列指定机型最高优惠1500元，Mate70系列指定机型最 高优惠1800元。 ...

• 预估2 0 2 6年全球电视出货量为1亿9 , 4 8 1万台，年减0 . 6%； • 因 存 储 器 、 面 板 、 贵 金 属 同 步 涨 价 ， 电 视 生 产 成 本 承 压 ， 新 机 种 零 售 价 调 涨 已 成 必 然 趋 势； • 涨价潮导致存储器于电视BOM c o st占比从2 . 5 - 3%，上升至6 - 7%； 破5 , 0 0 0万台。即便第四季有冲刺全年出货目标压力，以及因应存储器涨价导致提前备货等动能 拉抬，2 0 2 5年全球电视出货仍年减0 . 8%，降至近1亿9 , 6 2 0万台。 2 0 2 6 年 上 半 年 即 便 有 美 国 超 级 碗 及 退 税 季 促 销 、 FIFA 世 界 杯 ， 以 及 中 国 春 节 和 6 1 8 档 期 等 活 动，但品牌考量存储器、面板报价逐月提高，已加速提前备货，预计将带动第一季出货量年增 2%，达4 , 6 5 1万台，然而，下半年恐再度面临"旺季不旺"的变数。 从成本角度分析，面板占电视整机成本约4 0 - 5 0%，其2 0 2 6年一月的价格已转为上涨趋势。而电 视 用 存 储 器 的 供 给 受 到 HBM ...

据科创板日报，华为官网和华为终端BG董事长余承东宣布即将开启春节限时优惠，即日起至2月28日，Pura 80系列指定机型最高优惠1500元，Mate 70系列指定机型最高优惠1800元，Mate X6系列最高优惠2000元，参与以旧换新最高优惠1000元，还可享最高12期分期免息，最高降价4000元。 参与活动的包括华为Mate80系列、Pura80系列、Mate70系列、MateX6系列、Pura X系列、nova15系列、Mate XTs，华为手表、耳机、平板、PC、智 慧屏、路由等产品。 ...

Snap Inc. announced it is establishing Specs Inc. as a wholly-owned subsidiary to house its augmented reality smartglasses business ahead of a planned public product launch later this year. The restructuring provides operational focus and enables potential minority investment in the business, according to the company. Snap has been developing Specs for over a decade as an alternative to traditional screens, featuring see-through lenses that overlay digital objects onto the real world using hand and voice co ...

With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage hereMicrosoft Corp. (NASDAQ:MSFT) reported better-than-expected second-quarter financial results after market close on Wednesday. Microsoft reported second-quarter revenue of $81.3 billion, up 21% year-over-year. The total beat a Street consensus estimate of $80.25 billion, according to data from Benzinga Pro. The company reported non-GAAP ear ...

智通财经APP获悉，CINNO Research发文称，2025年，全球AMOLED智能手机面板市场持续稳健增 长。根据CINNO Research统计数据显示，2025年全球市场AMOLED智能手机面板出货量约9.2亿片，同 比增长4.7%，出货量再次刷新历史纪录，尽管增速相较前两年有所放缓，但整体仍保持上行趋势。这 一增长主要得益于高端智能手机对高刷新率、柔性显示和低功耗屏幕的持续稳定需求，以及中端机型持 续导入AMOLED技术所带来的结构性升级。 然而，增速明显放缓的背后亦有结构性原因：一方面因AMOLED在智能手机中的渗透率持续提升，尤 其在中高端市场已趋于饱和，新增需求空间收窄，导致同比增速自然放缓;另一方面2025年存储器等部 分核心元器件成本的持续上涨，导致整机BOM成本压力加剧，迫使厂商严控成本，部分品牌选择延缓 柔性AMOLED向中端机型下放，从而抑制了AMOLED面板出货量的进一步扩张。 数据来源：CINNO Quarterly Mobile Phone Panel Value Chain Report 分地区来看，2025年全球AMOLED智能手机面板市场韩国厂商占据了49.4%的份额; ...