很多人可能没意识到，手机市场之外，在平板电脑这一曾长期被苹果统治的领域，华为也早已稳居中 国市场第一。 据 IDC最新数据，今年第二季度，华为平板电脑在当季并无新品发布的情况下，依旧以25%的市场 占有率领跑国内市场，排名第一，同期苹果市占率约为24.8%，排名第二。 | | | 2025年第二季度,中国前五大智能平板电脑厂商 -- 市场份额、同比增幅 | | | --- | --- | --- | --- | | 厂商 | 2025年第二季度 市场份额 | 2024年第二季度 市场份额 | 市场份额变化 | | 1.华为 | 25.0% | 28.4% | -3.4% | | 2. Apple | 24.8% | 28.0% | -3.2% | | 3.小米 | 14.0% | 12.8% | 1.1% | | 4.荣耀 | 9.6% | 9.0% | 0.6% | | 5.联想 | 9.4% | 6.8% | 2.5% | | 其他 | 17.3% | 14.9% | 2.3% | | 合计 | 100.0% | 100.0% | 0.0% | | 注1:所有数据均为四舍五入后取值。 | | | | 面对 ...

Core Viewpoint - Apple has announced a significant increase in its planned investment in the United States, raising it from $500 billion to $600 billion over the next four years, which is expected to impact its supply chain and job creation in the U.S. [4][5] Investment Plans - The new investment of $600 billion translates to $150 billion annually, focusing on spending with suppliers for components like advanced glass screens and semiconductors [4] - This investment will occur across all 50 states, affecting approximately 450,000 jobs and involving 79 different factories [5] Supply Chain and Tariff Implications - The investment aims to mitigate potential tariff risks associated with importing iPhone components and semiconductors, which could have significantly increased costs for Apple [6] - While the announcement helps avoid future cost increases, it may lead to higher input costs due to U.S. labor standards, potentially compressing profit margins [9] Financial Performance - Apple's total revenue grew nearly 10% year-over-year in the last quarter, driven by growth in services and iPhone sales, indicating strong demand for its products [10] - Despite the popularity of the iPhone, unit volumes have stagnated, forcing the company to rely on price increases to maintain revenue growth [11] Market Sentiment and Valuation - The market initially reacted positively to the investment announcement, but there are concerns that it may negatively impact Apple's business in the long run [11] - Apple's current price-to-earnings ratio (P/E) stands at 35, which is considered high given its low revenue growth compared to competitors like Alphabet, which has a P/E of 22 [14]

India is becoming Apple’s factory floor, with nearly one in five iPhones assembled there. Yet this also shows how far the country still lags behind https://t.co/wh82EhEUO8 ...

发现了吗？\n#芯片#华为#黑科技#科普#科技头条\n不再低调，是否预示着国产芯片将迎来大突破？ 华为Pura80 Ultra更新大彩蛋，你 0:00 ...

NEW YORK, Aug. 15, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Apple Inc. (NASDAQ: AAPL) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Apple, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/apple-inc-class-action-lawsuit. Investors have until August 19, 2025, to ask the Court to be appoint ...

据了解，3C认证即CCC认证，也叫强制性产品认证，是中国政府根据有关法律法规要求和国际通行做 法，按照市场化、国际化的原则对涉及人身健康安全的产品实施的市场准入制度。自新规实施之日起， 所有上市销售的移动电源必须通过3C认证，未获认证产品将面临下架处理。 "不少品牌联系到我们，希望共同提供3C认证相关服务，满足好消费者需求。"美团闪购相关负责人告 诉记者，在对商品提供认证标识、降低消费者购物决策成本的同时，美团闪购也对数码家电等高价值商 品提供安心送、品牌官方售后、小家电只换不修等综合服务保障举措，帮助消费者安心购物。 美团闪购相关负责人介绍，近期美团闪购联合华为、小米、品胜、vivo等品牌，推出"3C认证充电宝"专 区，消费者可在该专区安心选购符合"上机"要求与新规规定的充电宝。目前，该认证已覆盖全国各地数 万家品牌实体门店的商品。 记者发现，不只是美团，主流购物平台的充电宝销售都进行了优化，其中最大变化就是，几乎所有充电 宝产品都在显著位置标注了"3C认证""可上飞机"等字样，无3C认证标志的产品难觅踪迹。 长沙晚报掌上长沙8月15日讯 （全媒体记者 吴鑫矾 实习生 陈宇琪）8月15日起，移动电源锂电池3 ...

Core Insights - Apple is enhancing its smartwatch models with a redesigned blood oxygen sensing feature after a prolonged patent dispute [3][4] - The update will be available through software updates for Series 9, Series 10, and Ultra 2 Apple Watch models [3] - The feature was previously sidelined due to a patent feud with health company Masimo, which claimed ownership of the technology [4][5] Group 1: Patent Dispute - A recent ruling by US Customs has allowed Apple to reintroduce the blood oxygen sensing feature [4] - The patent dispute led to a temporary halt in US sales of the latest smartwatch models last January [4][5] - Masimo filed a complaint with the US International Trade Commission (ITC), which initially halted imports of the affected Apple Watch models [4][5] Group 2: Health Features - Apple promotes various health and fitness features in its smartwatches, including irregular heartbeat detection, fall detection, sleep apnea monitoring, and harmful noise level alerts [6]

As stated in the 2024/2025 annual report, Bang & Olufsen has decided to launch a share buyback programme of up to DKK 65 million to be initiated today and concluded no later than on 14 August 2026. The purpose of the programme is to hedge the share-based long-term incentive programmes approved by the general meeting. The share buyback programme is being implemented in accordance with EU Commission Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and the Commission Delega ...

[Table_Info1] 通信 [Table_Date] 发布时间：2025-08-15 [Table_Invest] 优于大势 [Table_Title] 证券研究报告 / 行业深度报告 端侧 AI，万物智联新引擎 [Table_PicQuote] 历史收益率曲线 -20% 0% 20% 40% 60% 80% 100% 2024/8 2024/11 2025/2 2025/5 通信 沪深300 端侧 AI 赋能下游应用场景，推动终端设备从"功能单一"向"场景智 能"演进，构建起万物互联时代的核心技术底座。端侧 AI 通过将大模型 的计算能力从云端迁移至终端本地，赋予智能终端设备实时性更强、隐 私性更高、自主性更优的"本地大脑"，使其从传统的数据采集工具进化 为具备感知、决策和执行能力的"智能体"。在消费电子领域，AI 手机 和 AIPC 通过本地大模型实现实时翻译、影像增强等功能，重新定义人 机交互体验。智能汽车方面，端侧 AI 不仅赋能自动驾驶系统，更通过智 能座舱提升驾乘舒适度。工业场景中，预测性维护和视觉检测等应用显 著提升生产效率和产品质量。此外，服务机器人、智能家居等新兴领域 也展现出巨大的市 ...

小米商城官方介绍，小米智能门锁2Pro售价1999元，产品采用"AI 3D结构光人脸识别技术"。 8月11日，有网友发帖称，其家中的小米智能门锁2pro将外卖员人脸错误识别，导致门锁被开启。门锁 被外卖员人脸识别开启时，网友正躺在床上。这一消息引发公众对智能门锁安全的担忧。 事后，小米客服表示将安排工程师上门检修，会记录并核实相关情况，"公司的技术人员已经介入，帮 助涉事用户去解决问题，具体情况还在调查核实。" 21世纪经济报道记者章驰实习生左永川 （文章来源：21世纪经济报道） ...