大家早上壕！ 先看海外要闻： 道指收平，纳指收跌0.5%、标普500收跌0.27%；亚马逊收跌2.03%、苹果跌1.92%、Meta Platforms跌1.18%、英伟达跌0.78%、谷歌A跌0.70%、特 斯拉则涨0.10%，微软涨0.36%，时隔一个交易日再创收盘历史新高。 空间技术公司Voyager Technologies Inc.（VOYG）美国IPO首日收涨84%。 黄仁勋：计划在欧洲新建20家"人工智能工厂"，量子计算正迎来拐点；Quantum Computing Inc.（QUBT）涨27.96%，创最近六个月盘中新高。 甲骨文预计新财年云基础设施营收将涨超70%，盘后一度涨8%。 特朗普对伊朗核谈判"信心减弱"，伊朗警告若谈判失败爆发冲突，将打击美在中东军事基地；原油大涨，WTI 7月原油期货收涨近4.88%，报 68.15美元/桶；布伦特8月原油期货收涨超4.33%，报69.77美元/桶。 联邦上诉法院为特朗普关税"续命"，7月底将迎关键听证。 特朗普关税大限将至，欧盟拒绝妥协，拟推迟贸易谈判至7月之后。 Meta Platforms在AI APP上推出AI视频编辑功能。 "特马"互撕大 ...

Group 1 - Huawei officially launched the Pura 80 series smartphones on June 11, which are the first smartphones in the industry to support the Star Flash car key feature [1] - The Star Flash car key technology is expected to enter a "commercial explosion period," with over 50 million smartphones projected to gain this capability through OTA upgrades by 2025 [1] - The Star Flash technology offers higher positioning accuracy, longer connection distances, and better security, with features such as automatic unlocking when within 3 meters of the vehicle [1] Group 2 - Digital Video Technology has joined the Star Flash Alliance led by Huawei, becoming a supporting unit for the smart automotive industry promotion group and security group [2] - Huayang Group's wholly-owned subsidiary, Huayang Multimedia, is a member of the Star Flash Alliance and is actively promoting the application of Star Flash technology, having provided digital key NFC module products for Seres [2] Group 3 - The global market size for Star Flash technology is predicted to exceed $6 billion by 2025, with a compound annual growth rate of 117.2%, and is expected to expand to $15.1 billion by 2030 [1]

华为最新发布。 6月11日，华为召开Pura80系列及全场景新品发布会，发布了Pura80系列手机、华为WATCH5等产品。 校对：杨立林 据悉，华为Pura80系列首发搭载HarmonyOS5.1，同时将于2025年7月开启其他机型升级，首批升级机型包含华为Mate70系列、华为Pura X、华为Pura70系 列、华为MatePad Pro13.2英寸等。 价格方面，华为Pura80Pro售价6499元起，华为Pura80Pro+售价7999元起。华为Pura80Ultra售价9999元起。Pura80将于7月开售，价格未公布。 除了手机，华为WATCH5也正式发布。据介绍，华为WATCH5是华为首款鸿蒙AI智能腕表，AI小艺语音助手操控能力更强大，且知识面更广。此外，华为 WATCH5还是业界首款支持星闪技术的智能手表，能够与手机、耳机、智选车等协同。 价格方面，42mm表径、46mm表径款起售价分别为2699元和2799元。 在发布会上，华为常务董事、终端BG董事长余承东表示，过去十年，华为累计研发投入12490亿元，过去一年华为的研发投入接近1800亿元(1797亿元)。 其中，600亿元左右用在基 ...

华为最新发布。 6月11日，华为召开Pura80系列及全场景新品发布会，发布了Pura80系列手机、华为WATCH5等产品。 在发布会上，华为常务董事、终端BG董事长 余承东表示，过去十年，华为累计研发投入12490亿元，过去一 年华为的研发投入接近1800亿元（1797亿元）。其中，600亿元左右用在基础研究，1200亿元左右用在产品研 发，华为去年研发费用占营业收入超过20.8%，累计全球有效授权专利15万件。 当天，华为Pura80系列正式发布，包括Pura80，Pura80 Pro及Pro+，Pura80 Ultra四款产品。 余承东介绍，华为Pura80系列升级第八代ISP，配合一英寸RYYB超大底传感器，实时数据处理能力提升 200%，AI色彩引擎提升120%，AI降噪提升113%，AI实时HDR提升41%，实现视频能力跨越式升级。 余承东表示："Pura80系列的影像能力，绝对对得起那四个字（遥遥领先）。" 价格方面，42mm表径、46mm表径款起售价分别为2699元和2799元。 责编：万健祎 校对： 杨立林 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留 ...

华为 Pura 80 系列的发布， 被认为将进一步加剧高端智能手机市场的竞争 。民生证券指出，华为在 2025 年第一季度以 19.4% 的市场份额重回国产品牌首位，这一成绩主要得益于 Pura 70 系列的成功。 Pura 80 系列在影像技术和鸿蒙生态的加持下，有望继续保持市场领先地位。 华为Pura80系列首发搭载HarmonyOS 5.1，同时将于2025年7月开启其他机型升级，首批升级机型包含华 为Mate 70系列、华为Pura X、华为Pura 70系列、华为MatePad Pro 13.2英寸等。 6 月 11 日，华为新品发布会，正式推出华为 Pura80 系列手机及华为 WATCH5 等多款重磅产品。 华为常务董事、终端 BG 董事长余承东公布华为 Pura 80 系列售价， 起售价 6499 元 。余承东在发布会 上表示： "Pura 80 系列的影像能力绝对对得起那四个字（遥遥领先） 。 " 经济观察网文章指出，华为终端现已全面进入鸿蒙时代，而发布的华为 Pura 80 系列也将是 Pura 系列中 首款搭载 HarmonyOS 5 操作系统的高端直板旗舰，具有极高的战略意义。它 代表 ...

Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]