来源：环球网 在成本高企的背景下，苹果首款折叠屏iPhone因面板、铰链及轻量化材料等核心组件成本较高，定价被 推向市场预测区间高端。富邦研究结合供应链分析与苹果利润结构，给出2399美元的预测售价。此前， 郭明錤曾预测该机型售价在2000美元至2500美元之间，彭博社马克·古尔曼则预计售价约2000美元。 尽管定价偏高，但富邦研究对该机型销售表现持乐观态度。以7%的市场渗透率为测算基础，这款折叠 屏iPhone的生命周期销量预计可达1540万部，其中2026年出货量约540万部。 【环球网科技综合报道】11月25日消息，据Investing报道，富邦研究近日发布行业报告，2026年全球智 能手机市场或将持续萎缩，但苹果首款折叠屏iPhone的亮相有望成为市场亮点，其预计售价2399美元， 生命周期销量预计达1540万部。 报告指出，2026年全球智能手机出货量预计降至12亿台，同比缩减4%；中国市场出货量约为2.75亿 台，同比下降3%；iPhone整体出货量预计为2.34亿台，同比减少4%。零组件成本上涨成为行业主要压 力来源，其中DRAM合约价较2024年第四季度上涨逾75%，2026年智能手机物料成本 ...

Core Insights - 2026 is anticipated to be a pivotal year for Apple, with significant product innovations expected across its core product lines, including foldable devices and smart home products [1] Product Innovations - The foldable iPhone is expected to launch in September 2026, featuring a 5.3-inch screen when folded and a 7.8-inch display when opened, powered by the A20 Pro chip and 12GB of RAM, with a starting price of $1999 [2] - The iPhone 18 Air will see targeted upgrades, including dual 48MP rear cameras and will launch alongside the foldable iPhone [3] - The entry-level iPhone 17e is set to debut in Spring 2026, featuring the A19 chip and likely incorporating the Dynamic Island feature [3] Mac Product Line - The MacBook line will see regular upgrades in early 2026, with a new entry-level model featuring a 13-inch LCD screen and A18 Pro chip priced below $999 [5] - Major innovations in the MacBook Pro line will include the introduction of OLED displays and touch functionality, aimed at competing with high-end Windows laptops [7] - The Mac Studio will be updated with M5 Max/M5 Ultra chips, and a new Studio Display is expected to feature miniLED technology [7] Smart Home Expansion - Apple plans to release a smart home control hub in Spring 2026, featuring a 7-inch display and priced at $350, integrating various smart home functionalities [8] - Upgraded versions of HomePod mini and Apple TV will be launched, featuring new IoT chips, with Apple TV potentially supporting Apple Intelligence features [9] Other Product Developments - The iPad line will continue to diversify with OLED iPad mini and A18 chip models, while the first smart glasses are not expected until 2027 [10] - The Apple Watch will receive a significant upgrade with the addition of Touch ID for enhanced security and convenience [10] - Apple's ongoing efforts to reduce reliance on external suppliers are evident in its development of in-house chips and technologies, enhancing product competitiveness [10]

苹果将推出多款廉价产品 @快科技：苹果将在2026年第一季度推出多款廉价产品，其中包括搭载A18 Pro的MacBook、入门版iPad，此外还有iPhone 17系列的最后一款 机型——iPhone 17e。 苹果计划于2026年第一季度发布首款低价MacBook，进一步下沉入门级笔记本市场。 该机最大的亮点是首次在Mac系列采用iPhone芯片——A18 Pro（2024年iPhone 16 Pro同款），台积电第二代3nm工艺，集成6核CPU、6核 GPU、16核神经引擎，支持Apple Intelligence。 值得注意的是，自2026年开始，苹果将彻底改变以往的产品节奏，9月份不会发布iPhone 18标准版，而是推迟到下一年初与"e"后缀机型同时 发布。 也就是，2026年下半年将发布iPhone 18 Pro Max、iPhone 18 Pro和iPhone 18 Air，此外还有苹果首款折叠屏iPhone。 2027年将发布iPhone 18和iPhone 18e机型，此后，iPhone标准版+e机型将常年维持在上半年发布。 鸭鸭说：谁能想到有一天苹果越来越便宜…… 何小鹏参观小米展台 @新 ...

Group 1 - The core point of the article is the controversy surrounding the recruitment of a Chinese-English translation assistant by Pang Donglai Group, offering an annual salary of 500,000 yuan, which has sparked significant public interest [5] - The job requires candidates to have graduated from one of the top 50 universities according to QS rankings, with specific majors and qualifications [5] - Only eight universities in China meet the basic recruitment criteria set by Pang Donglai, highlighting the competitive nature of the position [5] Group 2 - Faraday Future's founder, Jia Yueting, announced the establishment of a second creditor trust to expedite debt repayment and facilitate his return to China [5] - DJI clarified that its recent internal event featuring the Avata 360 was not an investor meeting, countering media speculation [6] - OpenAI suspended a toy manufacturer's access due to safety concerns regarding an AI teddy bear, reflecting increasing scrutiny on AI products [6] Group 3 - Xiaomi's SU7 Ultra and YU7 vehicles now feature free activation for built-in ETC systems, enhancing their market appeal [8] - The release of the NEW CYBER seaside room speaker by the fashion tech brand Huan Zai aims to redefine the role of speakers in desktop ecosystems [9] - Russia's President Putin announced a visa-free policy for Chinese citizens, which is expected to significantly enhance economic and cultural exchanges between the two countries [10] Group 4 - Meta is set to comply with new Australian laws by shutting down accounts of users under 16 on its platforms [13] - The European Court upheld the classification of Amazon as a "very large online platform," requiring it to adhere to stricter regulations [13] - Adobe agreed to acquire marketing platform Semrush for $1.9 billion, expected to close in the first half of 2026 [14] Group 5 - Nvidia reported a 62% year-over-year increase in revenue for its third fiscal quarter, reaching $57.01 billion [20] - Klarna's third-quarter revenue exceeded expectations at $903 million, following its listing on the New York Stock Exchange [21] - Kuaishou's third-quarter revenue reached 35.6 billion yuan, with a 69.9% year-over-year increase in operating profit [19]

Group 1 - DJI refuted rumors of an "investor event," clarifying that the Avata 360 was only an internal experience meeting [1] - Ford recalled over 229,000 Bronco vehicles in the U.S. due to dashboard display screen malfunctions [1] - Luckin Coffee's chairman, Lei Hui, stated that the company remains profitable even with a cup priced at 9.9 yuan [1][11] Group 2 - Faraday Future's founder, Jia Yueting, announced the establishment of a second creditor trust to expedite debt repayment and return to China [2] - OpenAI suspended a toy manufacturer's access due to safety concerns regarding an AI teddy bear [3][4] - The IELTS organizer confirmed a technical fault in score assessments, affecting a small number of candidates from August 2023 to September 2025 [5] Group 3 - Xiaomi's SU7 Ultra and YU7 vehicles will have free activation for built-in ETC functionality [4] - Russian President Putin announced a visa-free policy for Chinese citizens, expected to enhance economic and cultural exchanges [5] - Gree Electric's chairman, Dong Mingzhu, discussed the innovative design of the "rose air conditioner," which is being used in select hotels [6] Group 4 - Xpeng Motors denied market rumors about plans to produce thousands of autonomous taxis in the next two years [6] - Meta began notifying Australian teenagers that their accounts will be closed in compliance with new social media regulations [9] - The European Court upheld Amazon's classification as a "very large online platform," requiring compliance with EU digital regulations [9] Group 5 - Adobe agreed to acquire marketing platform Semrush for $1.9 billion, with the deal expected to close in the first half of 2026 [10] - Nvidia reported third-quarter revenue of $57.01 billion, a 62% year-over-year increase [17] - Klarna's third-quarter revenue exceeded expectations at $903 million, following its NYSE listing [18]

凤凰网财经讯 11月19日，美股开盘小幅上涨，道指涨0.02%，纳指涨0.12%，标普500指数涨0.05%。 科技股普涨，谷歌涨1%，谷歌发布的最新大模型Gemini 3 Pro登顶"大模型竞技场"LMArena排行榜榜 首。搜索引擎营销公司Semrush飙升74%，Adobe接近以19亿美元收购Semrush。英伟达涨超1.8%，盘后 将公布最新季度财报，韦德布什证券称英伟达第三季度财报将"轻松"超出华尔街预期。 【折叠屏iPhone电池容量曝光 超过5400mAh】 多方供应链消息确认，苹果首款折叠iPhone正内部测试5400–5800mAh电池，最终量产版本将至少配备 5400mAh容量，超越iPhone17ProMax的5088mAh，成为苹果迄今电池容量最大的移动设备。 【欧盟法院驳回亚马逊请求 维持对其"超大型平台"认定】 欧盟普通法院驳回了亚马逊要求撤销其"超大型平台"认定的请求，该认定意味着亚马逊需要遵守欧盟网 络内容规则中更严格的要求。这家美国在线零售巨头在法庭上辩称，像亚马逊商店这样的市场平台并不 构成系统性风险。但欧盟第二高等法院表示，欧盟将月活跃用户超过4500万门槛的市场平台等超 ...

字母榜 . 让未来不止于大 以下文章来源于字母榜 ，作者苗正 本文来自微信公众号： 字母榜 ，作者：苗正，编辑：王靖，题图来自：视觉中国 苹果公司即将迎来一场重大的权力交接。据彭博社报道， 现年64岁的蒂姆·库克最早可能在2026年卸 任CEO一职， 结束他长达15年的掌舵生涯。 所以无论最终是谁接任CEO，首要任务都已经非常明确： 在保持业务平稳运行的前提下，扭转苹果 在AI领域被动落后的局面。 可这个任务说起来简单，做起来却异常艰难。 按照苹果的一贯风格，CEO的接班人选会从内部高管中产生。 一 彭博社在文章中指出， 硬件工程高级副总裁约翰·特努斯 （John Ternus） 现在被普遍认为是最有可 能的人选。 一位接近苹果高管团队的人士表示，"蒂姆非常喜欢他，因为他擅长做演示，性格温和，从不在邮件 中留下争议性内容，而且做决策时极为谨慎。他在很多管理特质上与蒂姆非常相似。"库克也曾公开 称赞特努斯拥有 "深厚的专业知识和广泛的经验"。 但对于消费者乃至整个科技圈来说，最关心的问题是： 谁将接过这家市值超过4万亿美元的科技巨 头？ 库克治下的苹果创造了商业史上的奇迹。从2011年接任至今，苹果市值从350 ...

Group 1 - Nvidia is set to release its quarterly earnings report, with an implied stock price volatility of approximately 7%, equating to a market cap fluctuation of up to $320 billion. The focus will be on management's insights regarding demand, supply chain, and customer investment trends, as AI has evolved into a significant economic driver [1][2] - Alibaba's newly launched Qianwen App has quickly risen to the second position in the Apple App Store's free app rankings, indicating strong initial user engagement [1] - Google's stock rose over 1% following the release of its latest large model, Gemini 3 Pro, which topped the LMArena leaderboard, showcasing its competitive edge in AI technology [2] Group 2 - Tesla has received approval to operate ride-hailing services in Arizona, although it is not permitted to offer autonomous ride-hailing services under the current TNC license, reflecting regulatory progress for the company [2] - Gold stocks have seen a pre-market surge as spot gold prices reached $4,100 per ounce, with companies like Coeur Mining and Pan American Silver rising over 2% [2] - Citigroup has raised its price target for Baidu from $166 to $181, maintaining a buy rating, as the company reported better-than-expected Q3 results despite a decline in online marketing services revenue, offset by growth in cloud revenue [2]

Group 1 - Nvidia is set to release its quarterly earnings report, with an implied stock price volatility of approximately 7%, equating to a market cap fluctuation of up to $320 billion. The focus will be on management's insights regarding demand, supply chain, and customer investment trends, as AI has evolved into a significant economic driver [1][2] - Alibaba's newly launched Qianwen App has quickly risen to the second position in the Apple App Store's free app rankings, indicating strong initial user engagement [1] - Google shares rose over 1% following the release of its latest AI model, Gemini 3 Pro, which topped the LMArena leaderboard, showcasing the company's advancements in AI technology [2] Group 2 - Tesla has received approval to operate ride-hailing services in Arizona, although it is not permitted to offer autonomous ride-hailing services under the current TNC license, reflecting the company's expansion into new service areas [2] - Gold stocks have seen a pre-market rally as spot gold prices reached $4,100 per ounce, with several mining companies experiencing gains of over 2% [2] - Citigroup has raised its price target for Baidu from $166 to $181, maintaining a buy rating, as the company reported better-than-expected Q3 results despite a decline in online marketing services revenue, offset by growth in cloud revenue [2] Group 3 - Apple is making progress on its first foldable iPhone, with Foxconn establishing a dedicated production line, although challenges remain with the hinge and battery components that have not yet met mass production standards [3] - Goldman Sachs anticipates an increase in layoffs in the U.S. by 2026, driven by ongoing inflationary pressures [3]

Core Insights - Apple is facing a significant leadership transition as CEO Tim Cook, aged 64, is expected to step down by 2026 after a 15-year tenure, during which the company's market value surged from $350 billion to over $4 trillion [3][4] - The new CEO will face the urgent challenge of addressing Apple's lag in the AI sector, particularly with the delayed upgrades to Siri and the lack of competitive AI applications [5][25] Leadership Transition - Tim Cook's departure raises questions about who will succeed him at the helm of the tech giant [3][4] - John Ternus, Senior Vice President of Hardware Engineering, is widely considered the frontrunner for the CEO position due to his extensive experience in product design and engineering [7][9] - Other potential candidates include Craig Federighi, Senior Vice President of Software Engineering, known for his efficiency and management style, and Deirdre O'Brien, who has a deep understanding of Apple's culture but lacks technical experience [11][19][20] AI Challenges - Apple is perceived as falling behind in the AI race, with significant delays in the rollout of AI features for Siri and other products [5][25][26] - Internal issues, including a high failure rate in testing new AI functionalities and the need for a complete overhaul of Siri's architecture, have compounded these challenges [28][29] - The departure of key AI executives has further slowed Apple's progress in AI development [31] Product Development and Innovation - Apple's Vision Pro headset has underperformed in the market, with sales falling short of expectations since its launch [32] - The company is also working on a foldable iPhone, with plans for a 2026 release, but production challenges have led to potential delays [34][35] - The new leadership will need to navigate a complex landscape of innovation and operational efficiency, as Apple has expanded significantly under Cook's leadership [36][37]