1月14日，海关总署发布数据显示，2025年我国外贸进出口总值达45.47万亿元人民币，同比增长3.8%， 规模创历史新高，连续稳居全球货物贸易第一大国地位。其中，出口26.99万亿元，增长6.1%，成为拉 动整体外贸增长的主要动力。 在消费电子领域，OPPO、vivo的海外销售占比均超60%，传音控股深耕海外市场，占比高达90%；在家 电赛道，美的集团超40%的营收来自海外，格力、TCL的空调、电视行销全球；大疆占据全球消费级无 人机约70%的市场份额；而比亚迪2025年海外销量约105万辆，同比激增145%，在多个市场跻身新能源 汽车销量前列。此外，2025年我国工业机器人出口增长48.7%，实现净出口，其中大湾区贡献了全国约 三分之一的出口量。 "广货"出海的模式也进化升级，正从过去的OEM/ODM代工与产品出口，加速向自主品牌建设与跨国直 接投资跃升。根据经合组织（OECD）数据，2025年上半年，中国首次超越美国成为全球最大的外国直 接投资来源国。其中，以绿地投资形式建立的海外生产基地成为新特征。 广东企业走在这一潮流前沿。比亚迪在泰国、匈牙利、巴西等国建立整车工厂；美的、格力、OPPO、 vivo ...

Core Viewpoint - The iPhone 4s, originally released in 2011, has seen a resurgence in interest on online platforms, particularly driven by nostalgia and customization trends, despite being largely ignored in physical markets [4][5][6] Group 1: Online Market Dynamics - On online platforms like Xianyu, the iPhone 4s is priced between 49 to 188 yuan, with a notable post attracting 2.4 million views and 2,039 "wants" for a nostalgic model priced at 49 to 69 yuan [4] - Customized versions of the iPhone 4s, featuring themes from popular culture, are being sold for 119 to 156 yuan, appealing to younger consumers seeking unique expressions of individuality [5] Group 2: Offline Market Dynamics - In physical markets, the iPhone 4s is considered outdated, with staff at mobile wholesale markets stating that it has little practical value and is rarely sought after, with recovery prices as low as 10 to 20 yuan [5][6] - The absence of the iPhone 4s in various mobile retail displays indicates a lack of demand, with customers more interested in newer models like the iPhone XR and 7 [5] Group 3: Consumer Insights and Recommendations - An industry insider noted that the iPhone 4s has a maximum recovery value of 50 yuan, and the significant price difference between online and offline sales is attributed to cleaning, refurbishing, and accessory costs [6] - Consumers are advised to purchase from reputable sellers online, verify the device's functionality and battery health, and be clear about their intended use, as the iPhone 4s is not suitable for practical applications due to its limitations [6]

I recently upgraded my smartphone and bought an iPhone 17. The basic version, as I'm not a heavy user. It's an anecdotal reference, but using this new smartphone reinforced two views I had about Apple Inc. (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Dis ...

Group 1 - Apple Inc. is currently facing selling pressure from money managers who need to liquidate older stocks to invest in new opportunities, but the company's fundamentals remain strong [1] - Jim Cramer expresses optimism about Apple and NVIDIA, suggesting that investors should hold onto these stocks rather than trade them [1] - The company continues to generate significant revenue through its diverse product lineup, including iPhones, Macs, iPads, and wearables, supported by its app ecosystem and cloud services [2] Group 2 - While Apple is recognized as a potential investment, there are AI stocks that are perceived to offer greater upside potential with less downside risk [3]

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Core Insights - A top smartphone manufacturer is evaluating ultra-high magnification physical external lenses that could achieve optical magnification of over 10X, likely indicating OPPO or Huawei as the potential candidates [1][8] Group 1: Product Development - There are plans for a magnetic attachment lens that could be used in high-end models, featuring a large sensor with 200 million pixels and supporting 4x ISZ [3][8] - The long-focus lens is particularly relevant for concert photography, which is cited as a common application scenario [3][8] - Vivo's upcoming X300 Ultra will integrate a new feature that is not related to the ultra-high magnification external lens [3][8] Group 2: Industry Trends - Various smartphone manufacturers are exploring external lens solutions, with Vivo already offering a 2.35x telephoto lens for the X200 Ultra [9] - Xiaomi's M15 smartphone will showcase a magnetic M43 large sensor lens at MWC 2025, utilizing a proprietary LaserLink technology for data transmission [9] - Realme is also set to unveil its first interchangeable lens concept phone at MWC 2025, capable of achieving up to 10x lossless optical zoom [9]

【#字节跳动正研发新一代AI耳机#，#知情人士称字节新耳机暂无计划上市#】1月14日，蓝鲸新闻记者 从供应链人士处独家获悉，字节跳动正研发豆包新一代AI耳机，将由歌尔股份承接代工生产。该人士 还表示，"歌尔股份目前已专门设立事业群（BG），统筹负责字节跳动相关业务。"歌尔股份相关人士 回应蓝鲸新闻记者称，"我们跟客户签署保密协议，不方便透露客户名称及相关产品。"接近字节人士则 称，"字节目前没有上市下一代耳机的计划"。@蓝鲸新闻 转自：贝壳财经 ...

跨年钟声响起，从拉斯维加斯的CES展会，到德国柏林的电器商场，再到中国"以旧换新"的各大消费场 景，在宏观经济更为复杂多变的此刻，人们聚在一起，寻找新的消费方式和产品。 全球消费市场在2026年迎来"开门红"。 作为"世界工厂"，广东制造一直以"广货"面向外界。走进AI时代，新广货仍是圈粉全球的高端"尖货"。 在雷鸟创新带着全球首款支持eSIM功能的双目全彩AR眼镜，勇闯CES展会；TCL的AI电视，登顶北美 市场出货量第二位；扫地机器人云鲸智能，被摆在柏林Saturn电器商城最醒目的位置…… 一代人有一代人的广货爆款。放眼全球，没有任何一个区域的品牌，能够畅销世界40余年。即便是欧美 发达国家的百年品牌，大多也以单品闻名于世。广货的独特之处，从不在于单一爆款，而是代表着一个 区域的地理标识。 从岭南衣、粤家电开始，到如今的新能源汽车、AI眼镜，孕育于改革开放初期，几经经济周期考验的 广货，是中国制造和中国品牌的传奇。这背后，是广东构建起品类齐全、链条完整、配套高效的产业生 态体系，也证实着广东经济穿越周期、通达世界的韧性。 助力广货持续拓市增效，一场重点行动即将启幕。1月15日，"广货行天下"春季行动发布会 ...

Core Viewpoint - Garmin Ltd. is set to hold its fourth quarter 2025 earnings conference call on February 18, 2026, at 10:30 a.m. EST, coinciding with the release of its earnings report [1]. Group 1 - The earnings conference call will be accessible through online registration, providing registrants with dial-in information and a conference ID [2]. - A live webcast of the conference call will be available on Garmin's investor relations website, with an archive accessible for one year post-event [2]. - Garmin Ltd. is committed to innovation in technology that enhances performance for athletes and active individuals, with a focus on products for runners, cyclists, and swimmers [2]. Group 2 - Garmin Ltd. is incorporated in Switzerland, with principal subsidiaries located in the United States, Taiwan, and the United Kingdom [2]. - Investor and media contacts are provided for further inquiries, indicating the company's openness to communication with stakeholders [3].

Core Viewpoint - Amazon is actively seeking price reductions from suppliers, requesting discounts of up to 30% as it navigates the impact of tariffs on its operations [2]. Group 1: Supplier Negotiations - Amazon has accelerated negotiations with suppliers, setting some discussions to a January 1 deadline [2]. - The company maintains that its annual vendor negotiation cycles remain unchanged and denies having a firm deadline for talks [3]. - Last year, Amazon agreed to increase prices paid to some suppliers for tariffed products in exchange for guaranteed minimum margins, which it is now attempting to reverse [4]. Group 2: Tariff Impact and Strategies - Amazon is trying to recoup lost profits due to tariffs, arguing that the impact has lessened following recent reductions and trade deals [4][5]. - Other companies, such as Apple and Asus, are shifting production away from China to mitigate tariff exposure, with Asus moving over 90% of its production to countries like Thailand and Vietnam [5][6]. - Proactive firms are designing multi-node supply chains to adapt to changing policies, although not all companies can afford to relocate factories [7][8].