本报（chinatimes.net.cn）记者付乐 北京摄影报道 春节是全年消费的"先手棋"。 "这是年前最后一次到货了，还有国外小姐姐来买衣服，一次支付不了，分了好几次支付。春节期间充 值有活动，充2万元送3000元，平时没有优惠，充值的老顾客非常多。"上述店员还表示，最近几天每天 都是6位数的业绩，手拎袋都不够用了，又安排了1000个。 随后，记者又来到西单商圈，看到街头巷尾的马年主题装置率先点燃节日氛围，通体赤红的骏马雕塑矗 立在商圈核心区域，加之满街红灯笼，引得市民纷纷打卡。 数码产品促销优惠 得益于消费品以旧换新"国补"政策的持续释放，各大品牌门店纷纷加码促销力度，降低消费者购物成 本。华为门店挂起"新春大促+国补叠加"的宣传海报，推出最高补贴1500元的优惠政策，吸引不少市民 驻足咨询。紧邻的荣耀门店同样人头攒动，不少消费者沉浸式体验各类新品，感受智能科技带来的全新 体验。 春节前夕，《华夏时报》记者走进了北京多家商超卖场，发现数码家电、黄金珠宝、潮玩、高端零售及 夜间消费等多个方向同步发力，呈现出多元化、高品质、年轻化的消费新图景。 各类消费场景升温的背后，金融机构也在发力，成为拉动新春消费的重 ...

在胡润中国500强TOP10阵容中，被称为深圳创新"四姐妹"的华为、比亚迪、腾讯、中国平安均上榜， 深圳也成为榜单TOP10总部企业数量最多的城市。 伴随《2025胡润中国500强》出炉， 中国500家非国有企业最新座次明朗，一批深圳企业也引来关注。 水涨船高成为看点。南都湾财社记者看到，今年胡润中国500强的上榜门槛比上一年上升75亿元，达到 340亿元，涨幅接近三成。 沉浮起落成新常态。按照榜单，有95家新上榜企业，这些新面孔主要来自消费电子、AI算力、新能源 等领域；16家企业的价值与上一年持平；102家企业的价值较上一年有所下降；与此同时，上一年榜 单"座上宾"中，有99家企业在今年落榜。其中，房地产行业上榜企业数量从去年的19家减少至12家。 | 排名 | 公司 | 价值(亿元人民币) | 涨幅 | | --- | --- | --- | --- | | 1-5 | 台积电 | A - 1 | 50% | | 2- | 腾讯 橙股 | 53,300 | - 56%5 | | 3- | 字节跳动 | 34,000 | 109% | | 4- | 阿里巴巴 | 27,000 | 75% | | 025- ...

Core Insights - Apple Inc. is scaling back its plans for an AI-based health coach, indicating challenges in monetizing health tracking services [1][2] - The initiative, known internally as Health+, will not be launched as a standalone service but will integrate features into the existing Health app over time [2][4] Group 1: Leadership and Strategy Changes - A leadership change occurred in Apple's health organization, with Eddy Cue taking over after Jeff Williams' retirement, emphasizing the need for faster progress [3] - Cue has identified competitors like Oura and Whoop as offering more appealing features, prompting a reevaluation of Apple's health offerings [3] Group 2: Product Development and Features - The AI health coach was delayed multiple times, initially planned for iOS 26 and later for iOS 27, which is set for September [4] - The service aimed to provide health reports and AI-driven recommendations using data from Apple Watch and external lab reports, with some video content repurposed for the Health app [4] Group 3: Competitive Landscape - Competition in health tracking is intensifying, with Samsung gaining ground and OpenAI launching "ChatGPT Health" for data analysis and feedback [5] - Apple is also developing an AI chatbot for health inquiries and plans for Siri to handle more advanced health questions in the future [5]

As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit to gain new customers? ...

导语：蓝海变红海。 作者：市值风云 App：贝壳 XY 传音控股的核心业务很清晰：卖手机。2024 年，其 687.15 亿元的总营收中，接 近 94%的占比来自于手机业务。 （来源：传音控股公告 20260130） 而就在 2 个月前，传音控股刚刚向港交所递交上市申请，意图在国际资本市场讲 个新故事。如今这份惨淡的业绩预告，无疑为这场雄心勃勃的二次出发蒙上了一 层阴影。 这位常年盘踞非洲市场的"非洲之王"，究竟怎么了？ 一、"非洲之王"的护城河，够深吗？ 要理解传音控股的困境，先得明白它的基本盘。 "非洲之王"利润腰斩！传音控股：成本暴涨，对手偷家，护城河 见底 2026 年 1 月底，传音控股（688036.SH）发布 2025 年年度业绩预告，犹如一 记重锤砸向市场：预计全年归母净利润仅为 25.46 亿元，同比暴跌 54.11%—— 利润几近腰斩，营收也出现 4.58%的小幅下滑！ 不过，与国内主流厂商不同的是，传音控股并不做竞争白热化的国内市场，而是 看中了那片被巨头厂商们忽视的"蓝海市场"——非洲。 21 世纪初的非洲，智能手机渗透率不足 10%，功能机仍是主流，但十余亿人口 红利巨大、换机需求旺 ...

2025年，手机行业供应链上游元器件成本上涨，用户换机欲望持续走低、换机周期拉长，AI眼镜等 新兴硬件产品层出，充满了不确定性。 但相比手机行业历史上的诸多时期，当前变局之下，挑战固然存在，但对于企业来讲，也是开辟新局 的机遇所在。 第三方数据显示，2025年，vivo以4635.7万台蝉联中国手机市场激活量冠军；以1.053亿台出货量， 同比增长4%的成绩，拿下全球市场8%的份额，以第四名的成绩成为全球前五名中唯一实现出货量正 增长的中国品牌。 大变局时代，行业处于创新突破前夜，厂商身在存量博弈的深水区，增长即是此消彼长。那么，vivo 能够保持增长的秘密是什么？ 2月3日，vivo在广东东莞全球总部召开了2025线上年会暨创新颁奖盛典。vivo创始人、总裁兼首席 执行官沈炜发表了主题为《2026，笃心笃行》的新年致辞。沈炜提出了深耕用户导向，让用户导向 成为组织核心能力，"择其不为"与"进而有为"的辩证关系等一系列观点。 沈炜的观点中藏着vivo增长的哪些秘密？与过去相比，这家公司在认知上有了怎样的成长？这些对整 个行业有什么借鉴意义？这是我想要洞悉的关键。 "用户导向"的方法论 在沈炜近期为数不多的公开 ...

Core Viewpoint - Transsion Holdings is facing significant challenges as its profitability declines sharply, with a projected net profit of 2.546 billion yuan for 2025, a year-on-year drop of 54.11%, alongside a slight revenue decrease of 4.58% [3][20][24]. Group 1: Company Overview - Transsion Holdings primarily operates in the mobile phone market, with nearly 94% of its 67.715 billion yuan revenue in 2024 coming from mobile phone sales [5][6]. - The company has established a strong presence in Africa, holding over 40% market share in the African smartphone market and ranking first in Pakistan and Bangladesh with market shares of over 40% and 29.2%, respectively [6][7]. - Transsion's success is attributed to its localized product offerings and extensive marketing network, which have created a strong customer base in Africa [9]. Group 2: Financial Performance - The company's gross margin has declined from 21.3% in 2024 to 18.59% in Q3 2025, marking a five-year low, with net profit margins dropping to 4.4% [11]. - The average gross margin for the first three quarters of 2025 was 19.5%, indicating that the company earns less than 50 yuan in net profit for each smartphone sold at around 1,000 yuan [11]. - Transsion's revenue for 2025 is expected to be 65.568 billion yuan, reflecting a 4.58% decline from the previous year, breaking its previous growth trend [20]. Group 3: Market Competition - The competitive landscape in Africa has intensified, with major Chinese brands like Xiaomi and Honor increasing their focus on the region, leading to a slowdown in Transsion's growth [13][15]. - In 2024, Transsion's shipment growth rate in Africa slowed to 10%, while competitors like Xiaomi and realme experienced growth rates of 38% and 89%, respectively [15]. - By 2025, Transsion's ranking in the global smartphone market has dropped, with the company no longer appearing in the top five, indicating increased competition and market share erosion [18]. Group 4: Strategic Initiatives - In response to declining performance, Transsion is pivoting towards AI technology, emphasizing its commitment to AI development in its recent IPO application, with plans to integrate AI features into its products [25][26]. - The company aims to create an AI ecosystem to enhance user engagement and generate continuous revenue, although its current AI capabilities are still in the early stages compared to competitors [30][31]. - Transsion is also diversifying its product offerings beyond smartphones, including tablets, TWS earbuds, and smart home devices, which generated 4.68 billion yuan in revenue in 2024, but still represent less than 10% of total revenue [31][32].

回顾2025年至2026年初，苹果在AI硬件领域的布局逐步清晰。2025年10月，苹果发布了搭载M5系列芯片的MacBook Pro和iPad Pro，该芯片采用台积电3nm 工艺，显著提升了AI性能，为后续的AI功能落地提供了算力基础。 同年11月，有报道称苹果计划引入谷歌的Gemini大模型技术，以每年约10亿美元的代价，助力其长期承诺的Siri语音助手全面升级。 此外，新款Siri预计将于2026年春季随iOS 26.4系统更新推出，能够访问个人数据与屏幕内容，执行更复杂的多步骤操作。 在管理层方面，面对近期多位高管的退休，库克在全员大会上回应称，这些变动属于"计划内的自然更替"和"精心策划"的结果。 彭博社及多家科技媒体消息，在2月5日举行的苹果全员大会上，首席执行官蒂姆·库克宣布公司将于今年4月举办成立50周年庆典，并承诺届时将有"大动 作"揭晓。 库克在会上明确表示，人工智能是"当代最具变革性的机遇之一"，并首次确认苹果正积极筹备由AI驱动的全新产品类别。 进入2026年1月，苹果与谷歌正式宣布达成多年期深度合作，确认下一代苹果基础模型将基于谷歌Gemini模型和云技术，为今年即将推出的个性化Si ...

技术只是底层建筑，从沈炜的表述中可以看到，vivo一直坚持"回到用户的体验和感受，共鸣于用户的喜怒哀乐"。在X数字系列中，vivo X300系列回归用 户痛点——外出旅行时想拍出大片，却苦于缺乏专业设备或设备过于笨重。为此，该系列配备了2亿像素的长焦主摄，并通过硬件与算法的一体化升级， 全面提升全焦段拍摄能力，让用户随时随地都能高品质地记录旅途中的精彩故事。 这一成果并非偶然，而是长期深耕"因"的必然结果——技术积累、用户洞察与工程落地能力的系统性融合。而vivo在三十周年之际发布的首款MR产品vivo Vision探索版，让这个"果"往前更进一步。技术上，vivo把影像科技从2D体验升维到3D空间感知，让用户可以在游戏、娱乐、办公的时间里可以切换到可 交互、沉浸式的巨幕体验。而且在硬件体验上，vivo首先想的不是如何炫技，而是解决问题。针对前期调研用户反馈的"太沉、太闷、太封闭"的普遍感 受，vivo把一款需要大量算力、电池、构件模组的vivo Vision做到了接近蓝牙头戴耳机的重量，"轻松上头"这句朴实的感受，背后是大量对用户的思考。 以本分做基石， " 埋头种因 " 当前，全球新一轮科技革命和产业变革 ...

Group 1 - The core message of the article highlights Apple's CEO Tim Cook's comprehensive response regarding the company's AI strategy and executive succession plan during an all-hands meeting on February 5, 2023, and the anticipation of significant celebrations for Apple's 50th anniversary in April [1][3] - Cook emphasized that artificial intelligence represents "one of the most profound opportunities of human life," and stated that Apple aims to create more practical AI experiences for users, with plans to integrate AI technology into new devices and launch AI-driven products and services [1] - The company is positioning itself to seize market opportunities through a combination of hardware and software innovations in the AI sector [1] Group 2 - In response to recent retirements of key executives, Cook described these changes as a "carefully planned" natural succession rather than unexpected events, indicating a focus on the leadership structure for the next 5 to 15 years [3] - Cook acknowledged the industry-wide challenge of "storage chip shortages" and mentioned that the COO is leading efforts to find solutions [5] - Apple's Q1 fiscal year 2026 report showed strong performance, with record revenue and iPhone sales, laying a solid foundation for the upcoming 50th-anniversary celebrations [5]