| | 100015 ULTRA | | | | | | --- | --- | --- | --- | --- | --- | | | 1668 · 25668 | 16GB +512GB | 1668 + TT | 24GB-17 | | | 等感好 | *5699 | $5999 | *6999 | ¥7699 | | | 自胡忧继段 02/07 - 2月12日 | ¥5499 | | | | | | 国外制平台 | ¥4999 | ¥5499 | | | 1000 | 新浪科技讯 2月4日晚间消息，iQOO 15 Ultra正式发布，国补后到手价 4999 元起。该机主要面向追求巅 峰体验的玩家与创作者，重构性能、操控、直播及美学四大核心维度。 iQOO 15 Ultra 搭载第五代骁龙 8 至尊版，定制冰穹风冷散热系统；在 Monster 超核引擎加持下，可流 畅运行《银河冒险策略游戏》982P 最高画质+60FPS 重载场景。此外，内置自研电竞芯片 Q3，首发"全 场景光线追踪+2K 原画超分+120FPS 超帧"三大视效并发技术，并带来三款热门游戏全新画质帧率档 位。 iQOO 15 Ultra ...

Core Insights - PayPal is replacing CEO Alex Chriss with Enrique Lores due to unmet expectations regarding the pace of change and execution over the past two years [1] - Lores, who has been a board member for nearly five years and board chair since July 2024, aims to accelerate innovation in the rapidly evolving payments industry [1] - The company reported fourth-quarter results showing an adjusted profit of $1.23 per share on revenue of $8.68 billion, which fell short of analyst expectations [1] Leadership Changes - Enrique Lores will officially take over as CEO on March 1, with Jamie Miller serving as interim CEO until then [1] - David Dorman has been appointed as independent chair effective immediately [1] Financial Performance - PayPal's fourth-quarter adjusted profit was $1.23 per share, while revenue reached $8.68 billion [1] - These results did not meet the expectations of analysts, who anticipated a profit of $1.29 per share and revenue of $8.77 billion [1]

"We are pleased to receive product certification across these key regions and commence volume commercial shipment of LX1 smart glasses to our customers," said Dr. Chris Parkinson, President of Enterprise Solutions at Vuzix. "Supply chain teams are increasingly seeking modern alternatives to outdated voice-only picking systems. In response to continuous user feedback, the LX1 has been engineered for speed and ease of use, positioning it as a smart, next-generation solution for use in the warehousing and logi ...

【天极网手机频道】2026年开年，中国手机市场已步入存量竞争深水区，成本压力与市场分化构成行业 核心挑战。随着价格战的硝烟逐步散去，中国手机市场的竞争逻辑已完成根本性迭代：单纯的参数堆砌 与低价倾销，早已无法撬动成熟用户的决策，围绕"人"的精准争夺战，成为当前市场竞争的核心主线。 在这样的背景下，京东创新性推出以影像爱好者、高端商务人士、男大学生、女大学生、游戏电竞 爱好者为划分维度的每周手机销量榜单，目前五类榜单已全部更新。这份依托平台真实销售数据与精准 人群画像的榜单，不仅为消费者提供了高效直观的购机指引，更成为厂商洞察人群需求、优化战略定位 的核心依据，更清晰地反映出，手机厂商与渠道对用户的精细化拓展，正成为行业关注的核心方向。 这份榜单的核心价值，在于打破了传统榜单的"模糊性"，实现了"人群与产品"的精准锚定。对厂商 而言，它更像一面"精准镜像"，清晰映照出品牌在不同人群中的渗透深度与竞争短板，为精细化用户经 营提供了扎实的数据支撑。接下来，我们将结合上期榜单数据与头部品牌实践案例，剖析厂商与渠道在 用户端的核心实践，探寻这些实践对2026年行业发展的指导意义。 一、五大人群赛道格局初显，榜单映照品牌 ...

Omdia: Global Tablet Shipments Grew 10% in 2025 as Market Nears SlowdownFeb 4, 2026 5:19 AM Eastern Standard Time# Omdia: Global Tablet Shipments Grew 10% in 2025 as Market Nears SlowdownShare---Worldwide tablet shipments and growth (2016 – 2025)LONDON--([BUSINESS WIRE])--The global tablet market continued its recovery in 2025, with shipments rising 9.8% year on year to 162 million units according to the latest research from Omdia. Momentum was strongest in the holiday quarter, with Q4 2025 shipments reachi ...

来源：环球网 【环球网科技综合报道】2月4日消息，据hardwarezone援引彭博社报道称，苹果公司正在积极探索一款 采用"方形翻盖式"设计的可折叠iPhone。这一动向表明，尽管市场普遍预期苹果将在2026年晚些时候率 先推出书本式（横向对折）可折叠iPhone，但该公司并未排除同步开发翻盖式（竖向对折）机型的可能 性。 据介绍，这款翻盖式可折叠iPhone将主打便携性与口袋友好型设计，目标用户群体更注重设备的小巧轻 便，而非追求极致的大屏体验。通过引入不同形态的可折叠产品，苹果有望覆盖更广泛的市场细分，满 足多样化消费者需求。 事实上，关于苹果研发可折叠设备的传闻由来已久。早在2021年，外媒就曾披露，苹果已开发出两款可 折叠iPhone原型机，其中一款即为采用柔性OLED屏幕的翻盖式设计。2024年，相关消息再度浮现，称 苹果内部正积极推进翻盖式可折叠设备的测试与评估。 不过，彭博社记者马克·古尔曼（Mark Gurman）也强调，目前这款翻盖式可折叠iPhone仍处于早期探索 阶段，"远未保证会上市"。苹果对新产品上市持高度谨慎态度，尤其在涉及全新形态和用户体验的关键 技术节点上，通常会进行多轮验证 ...

数码博主对比了两款机型 荣耀官方旗舰店客服对此回应观察者网说，Power2是荣耀自主研发的全新产品，搭载了第二代荣耀鸿雁通信、10080mAh青海湖电池和天玑8500Elite芯片， 都是荣耀的技术亮点。 客服称，Power2采用的是幻夜黑、雪原白、旭日橙三种原创配色，搭配旗舰级金属中框与一体化冷雕工艺，是独立设计的科技美学造型，和别的品牌不一 样。 海外科技媒体"wccftech"近日报道，荣耀发布的Power2机型机身外观"酷似"苹果iPhone 17 Pro与iPhone 17 Pro Max的设计。荣耀还为该机采用了与苹果"宇宙 橙"近似的"旭日橙"配色。 "wccftech"报道称，荣耀Power2还在系统中推出了对标苹果液态玻璃界面的自研版本，用户可手动切换开启。该机型看似配备三颗摄像头，实则仅两颗为有 效镜头，另一颗为装饰性设计，此举是为了让机型外观与iPhone 17 Pro、iPhone 17 Pro Max更为相似。 "wccftech"发现，荣耀为Power2搭载了10080毫安时超大容量电池，机身厚度仅7.98毫米，比iPhone 17 Pro Max更为纤薄，这块电池还能充当充电宝为 ...

Core Insights - Apple is reportedly preparing to launch its first foldable iPhone, the iPhone Fold, in the second half of 2026, followed by the iPhone Flip in 2027, as part of a broader "foldable matrix" strategy that will encompass its entire product line, including iPads and MacBooks [3][4][5][9]. Group 1: Product Launch Timeline - The first phase involves the iPhone Fold, a book-style device with an internal screen size of approximately 7.9 to 8 inches, aimed at blurring the lines between iPhone and iPad [6][8]. - The second phase will introduce the iPhone Flip in 2027, targeting fashion and portability, aligning with Apple's existing product segmentation [9][11]. Group 2: Technological Innovations - Apple is developing advanced flexible screen technologies, including a self-healing screen that can repair minor scratches and dents through a unique polymer material [15][16][17]. - Another innovation includes a flexible display with integrated heating elements to prevent screen brittleness in cold temperatures, ensuring durability in extreme conditions [21][25]. Group 3: Market Strategy - Apple's foldable strategy is designed to stimulate demand in a market where traditional smartphones are experiencing diminishing returns, particularly among users reluctant to upgrade from older models [37][38]. - The company aims to leverage its control over iOS, iPadOS, and macOS to ensure a seamless software ecosystem that adapts to the new foldable devices, enhancing user experience [38][39]. Group 4: Future Product Integration - The foldable MacBook, expected to be a 20.3-inch device, will merge the functionalities of iPads and MacBooks, potentially transforming the user interaction paradigm [13][30][34]. - This integration reflects Apple's strategy to create a cohesive ecosystem where devices share the same chip architecture and cloud data, ultimately enhancing user engagement within the Apple ecosystem [40][41].

Investment Rating - The report assigns a "Buy" rating to Hisense Visual Technology with a target price of 29.87 CNY, based on its strong market position and growth potential [5][7][15]. Core Insights - Hisense Visual Technology is a leading global provider of display solutions, focusing on high-end markets and technological innovation. The company aims to enhance its global market share through a multi-scenario display strategy, covering home, commercial, and automotive applications [1][3][24]. - The company has achieved significant growth in both domestic and international markets, with a projected revenue of 58.5 billion CNY and a net profit of 2.2 billion CNY for 2024. Its global TV shipment market share is expected to reach 14.9% by mid-2025 [1][3][5]. Summary by Sections Company Overview - Hisense Visual Technology is a top-tier display technology provider, focusing on innovation in LCD, laser display, and LED technologies. The company has a comprehensive product range, including TVs and commercial displays, and is expanding into next-generation technologies like 8K and Mini/Micro LED [24][25]. Competitive Position in China - In the first half of 2025, Hisense's online and offline retail market shares in China reached 24.1% and 29.6%, respectively, showing significant growth since 2019. The launch of the Vidda brand has targeted younger consumers, contributing to a 11% market share in online retail by 2024 [2][3][5]. Global Expansion Strategy - Hisense's international revenue has grown from 5.8 billion CNY in 2013 to 28 billion CNY in 2024, accounting for 48% of total revenue. The company aims to become the world's leading TV brand, with a market share of 14.9% in global shipments by mid-2025 [3][5][24]. Business Model and Governance - The company underwent a mixed-ownership reform in 2020, introducing strategic investors to enhance operational efficiency. The implementation of employee stock ownership plans aims to align employee interests with company performance [4][6][24]. Financial Performance and Projections - Hisense's revenue is projected to grow from 53.6 billion CNY in 2023 to 74.3 billion CNY by 2027, with a compound annual growth rate (CAGR) of 8.43%. The net profit is expected to increase from 2.1 billion CNY in 2023 to 3 billion CNY in 2027 [6][15][5]. Valuation and Investment Thesis - The report concludes that Hisense's strong brand influence and continuous technological advancements justify a target price of 29.87 CNY, supported by both relative and absolute valuation methods [5][15].

Summary of Apple Inc. (AAPL) January 2026 App Store Spending Conference Call Company Overview - **Company**: Apple Inc. (AAPL) - **Date**: January 2026 Key Industry Insights - **App Store Spending Growth**: - January 2026 App Store spending grew approximately **7% year-over-year (yoy)**, an acceleration from **6% yoy** in December 2025 [1][3] - This growth is below the average January growth rate of **8% yoy** from 2022 to 2025 and below Apple's guidance for **14% yoy** growth in the Services segment for F2Q26 [3][2] Core Financial Metrics - **Net Revenue**: - Apple App Store's global net revenue reached **$7.08 billion**, reflecting a **6.9% yoy** increase, surpassing the **5.7% yoy** growth in December 2025 [2][9] Category Performance - **Revenue by Category**: - **Games**: Comprising **45%** of total revenue, improved to **-3% yoy** from **-4% yoy** in December 2025 [4] - **Entertainment**: Contributed **14%** of total revenue, accelerating to **+10% yoy** from **+3% yoy** in December 2025 [4] - **Photo & Video**: Accounted for **8%** of total revenue, stable at **+18% yoy** [4] Geographic Performance - **Spending Trends by Geography**: - **United States**: Stable growth at **+3% yoy**, representing **36%** of total spending [7] - **China**: Improved to **-1% yoy** from **-5% yoy** in December 2025, accounting for **19%** of total spending [7] - **Japan**: Improved to **-1% yoy** from **-3% yoy** [7] - **United Kingdom**: Growth accelerated to **+24% yoy** from **+19% yoy** [7] Competitive Landscape - **Top Downloaded Apps**: - Three of the top ten downloaded gaming apps on the US App Store (Roblox, Discord, Fortnite) feature off-app payment options, with Roblox and Fortnite offering discounts and rebates to incentivize users [8] Future Outlook - **Services Growth**: - Despite near-term risks related to off-app payment adoption, the expectation remains that App Store spending will continue to be a significant growth driver for Apple Services revenue [1][31] Investment Recommendation - **Rating**: - The recommendation for Apple Inc. is a **Buy** with a 12-month target price of **$330**, reflecting a **34X** multiple on next twelve months plus one year earnings per share (EPS) [25] Key Risks - **Consumer Demand**: Potential weakening in consumer demand for products and services, particularly iPhones, which generated approximately **50%** of revenue in F2025 [26] - **Supply Chain Disruption**: Risks associated with geopolitical tensions affecting global trade and reliance on key suppliers [27] - **Intensifying Competition**: Competition across various product lines and services, particularly in video streaming [28] - **Regulatory Risks**: Increased scrutiny that could impact competitive advantages [29] Conclusion - The overall sentiment remains positive for Apple Inc. with expectations of continued growth in services, despite facing challenges in product demand and regulatory scrutiny. The App Store is anticipated to play a crucial role in sustaining revenue growth moving forward.