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大疆部分产品直降上千元!消费者炸锅,官方回应;辱骂网友?荣耀高管多次发声惹争议;「廉价版」特斯拉发布,市值一夜蒸发超4000亿
雷峰网· 2025-10-09 00:23
要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS 辱骂网友?荣耀高管多次发声惹争议,网友喊话CEO李健"管一管" 原华为终端首席相机总工程师罗巍,在加入荣耀之后频频引发争议。此前,他就曾因为内涵华为Pura80 的"一镜双目"设计华而不实、怒怼vivo影像技术涉嫌抄袭而受到关注。10月3日,他又因为荣耀Magic8 Pro拍摄的夜景照片受到差评而直接公开辱骂网友,被质疑言论不当,甚至有网友喊话荣耀CEO李健出面 管一管。针对此事,荣耀方面暂无说法。 10月6日晚间,罗巍在微博发文疑似回应此事,他表示:"我在网上骂的是啥……不知道现在有些人咋回 事,都挣当啥……我觉得还挺有意思的,注意是挣,不是争 。"他还在评论区补充称,"挣的意思应该是 收钱了,不然为啥这么前仆后继,奋勇争先"。言外之意是自己遭遇了水军攻击。 1. 辱骂网友?荣耀高管多次发声惹争议,网友喊话CEO李健"管一管" 2. "被背刺""大冤种"!大疆部分产品直降上千元!网友炸锅,官方回应 3. "廉价版"特斯拉发布,网友:果然是丐中丐!市值一夜蒸发超4000亿 4. 离职or闭关?小米产品总监金凡隐藏微博,修改头像 5. 清华 ...
国元证券-电子行业周报:英伟达投资50亿美元入股英特尔,三星HBM3e通过英伟达验证-250922
Xin Lang Cai Jing· 2025-09-22 07:57
Market Review - The overseas AI chip index decreased by 0.80% this week, with Marvell rising over 10% while Broadcom fell by 4.15% [1] - The domestic AI chip index increased by 2.0%, with SMIC rising over 10% and Cambricon dropping nearly 10% [1] - The NVIDIA mapping index rose by 3.6%, with Changxin Bochuang increasing by 7.30%, while Jianghai Co. fell by nearly 10% [1] - The server ODM index decreased by 0.6%, with Quanta experiencing a significant drop of 14.70% after a large increase last week [1] - The storage chip index increased by 3.7%, with Demingli and Puran shares rising over 20% [1] - The power semiconductor index rose by 0.6%, with the A-share Apple index increasing by 5.5% and the Hong Kong Apple index rising by 0.4% [1] Industry Data - From 2024 to 2030, the global automotive display panel market will see a gradual decline in a-Si TFT LCD share, with high-end technologies like AMOLED, LTPS TFT LCD, IGZO TFT LCD, and Micro LED expected to reach a combined share of 54% by 2030. AMOLED is projected to grow at an annual compound growth rate of 20.4%, the fastest among them [2] - In Q2 2025, the European smartphone market saw a year-on-year shipment increase of 4%, ending a period of low performance at the beginning of the year. Samsung led with a 31% share, followed by Apple at 25%, Xiaomi at 19%, and Honor and realme each at 4%, indicating a concentration of market share among leading players [2] Major Events - NVIDIA invested $5 billion in Intel, with both companies collaborating to develop a system-on-chip (SoC) integrating NVIDIA GPUs and Intel's x86 architecture, targeting the high-performance PC and data center markets. The collaborative product is expected to launch in 2026, with a projected market size of $50 billion, while Intel emphasized that this will not affect its own GPU development [3] - The Ministry of Commerce announced an anti-dumping investigation on relevant analog chips originating from the U.S. starting September 13, 2025, citing that previous U.S. restrictions harm the development of Chinese enterprises and the stability of the global semiconductor supply chain [3] - Apple is in discussions with suppliers to trial production of a foldable iPhone in Taiwan, with plans for mass production in India by 2026. Foxconn and other supply chain companies are expected to benefit from this move [3]
郭明錤:苹果首款折叠屏iPhone明年Q4量产 售价超2000美元
Ju Chao Zi Xun· 2025-09-04 14:00
Core Insights - Apple is entering the foldable smartphone market with a high-end AI flagship device priced between $2000 and $2500, positioning it as the most premium model in the iPhone lineup [2] - The device features a dual-fold design with an internal display of 7.8 inches and an external display of 5.5 inches, utilizing titanium alloy and composite materials to maintain a slim profile [2] - The product will forgo Face ID in favor of a side button-integrated Touch ID, and will include a dual-camera system with two front-facing lenses for different usage scenarios [2] Development Timeline - The final specifications of the foldable iPhone are expected to be confirmed in Q2 2025, with mass production slated for Q4 2026, and a second-generation model anticipated in the second half of 2027 [2] Shipment Projections - Initial shipment estimates for the first year in 2026 are between 3 to 5 million units, with expectations to exceed 20 million units annually by 2027 following the launch of the second-generation model [3] - This strategy reflects Apple's intent to redefine high-end mobile devices by integrating foldable form factors with AI capabilities [3]
17999元起!“把电脑装进口袋” 华为重磅发布!
Zheng Quan Shi Bao· 2025-09-04 08:41
Core Viewpoint - Huawei has launched the Mate XTs, the world's first tri-fold screen smartphone, showcasing significant technological advancements and setting a high bar in the foldable smartphone market [1][2]. Product Features - The Mate XTs features a 10.2-inch 3K display with a resolution of 3184×2232 and a 16:11 aspect ratio, utilizing COE pixel technology to reduce power consumption by 13% [2]. - The device incorporates a second-generation Lingxi communication system, enhancing video upload speeds by 76% and download speeds by 105% [3]. - It is equipped with a 5600mAh battery, offering improved battery life and supporting both wired and wireless fast charging [3]. - The phone is the first in the industry to integrate PC version office, drawing, and financial software into a mobile device [3]. Market Position - Huawei holds a dominant position in the domestic foldable smartphone market, capturing 75% of the market share with a shipment of 3.74 million units [5]. - In the global market, Huawei commands a 45% share of foldable smartphone shipments, benefiting from strong performance in both the Chinese and U.S. markets [5][6]. Competitive Landscape - Despite Huawei's strong momentum, competition is intensifying with domestic manufacturers and international players like Samsung and Apple increasing their focus on foldable technology [6]. - Samsung is set to launch its first tri-fold smartphone, while Apple plans to release its first foldable iPhone in 2026, with projected shipments of 8 to 10 million units [6].
摩根大通报告称:苹果首款折叠iPhone或2026年推出,搭载屏下摄像头实现无开孔全面屏
Huan Qiu Wang Zi Xun· 2025-09-04 04:39
Core Insights - Morgan Stanley's recent analyst report predicts the development progress and technical specifications of Apple's first foldable iPhone, expected to debut in 2026, featuring a 24 million pixel under-display front camera technology for a true all-screen design [1][3] - The report indicates that the foldable iPhone will utilize a Touch ID fingerprint recognition system, potentially located on the side of the device, allowing for a completely hole-free display [1][3] Technical Specifications - The anticipated foldable iPhone will eliminate the notch and Dynamic Island design, achieving a full-screen display that enhances screen-to-body ratio and overall visual integrity [3] - The report highlights that if the under-display camera technology is successfully implemented, this model will be the first in the iPhone series to feature such technology, potentially reshaping user expectations for foldable iPhones [3]
【大涨解读】折叠屏:苹果大幅调高折叠屏出货预期,国内龙头也即将新款产品,行业渗透率有望持续提升
Xuan Gu Bao· 2025-09-04 03:15
Group 1: Market Performance - The foldable screen sector showed strong performance with stocks like Zhengye Technology hitting the daily limit, and Yian Technology rising over 10% [1] - Zhengye Technology, a major supplier of display module assembly equipment, saw a 20.02% increase in stock price, reaching a market cap of 3.85 billion [1] - Yian Technology, with the world's largest aluminum-based liquid metal production line, experienced a 10.50% rise, bringing its market cap to 13.58 billion [1] Group 2: Industry Trends - Analysts predict that Apple will launch foldable iPhones and iPads between 2026 and 2028, with increased shipment estimates for the foldable iPhone [2] - The foldable smartphone market is expected to grow significantly, with a projected compound annual growth rate of 49.48% from 2021 to 2027, reaching 102 million units by 2027 [5] - The penetration rate of foldable phones is anticipated to rise from 1.6% in 2025 to over 3% by 2027, driven by new product launches [5] Group 3: Technological Innovations - The introduction of foldable devices by Apple is expected to drive innovation in hinge technology, with liquid metal and titanium alloys becoming more prevalent [5] - Key components such as UTG ultra-thin flexible glass and hinges are projected to see increased market demand, benefiting related supply chain companies [5]
国元证券每日观察-20250904
Guoyuan Securities2· 2025-09-04 01:51
Economic Indicators - The Eurozone's August Composite PMI slightly increased to 51[4] - The number of billionaires globally has surpassed 3,000 for the first time[4] - The penetration rate of new energy vehicles in August reached a record high, exceeding 50% for six consecutive months[4] Market Performance - The 2-year U.S. Treasury yield fell by 2.68 basis points to 3.610%[4] - The 5-year U.S. Treasury yield decreased by 3.12 basis points to 3.691%[4] - The 10-year U.S. Treasury yield dropped by 4.27 basis points to 4.217%[4] Stock Market Movements - The Nasdaq Index closed at 21,497.73, up by 1.02%[5] - The Dow Jones Industrial Average closed at 45,271.23, down by 0.05%[5] - The S&P 500 Index closed at 6,448.26, up by 0.51%[5] Commodity Prices - The price of ICE Brent crude oil fell by 2.53% to $67.39[5] - The price of London gold rose by 0.74% to $3,558.48[5] - The CME Bitcoin futures price increased by 1.33% to $112,870.00[5]
港股异动丨苹果概念股走强 高伟电子涨6% 瑞声科技涨4%
Ge Long Hui· 2025-09-04 01:51
Core Viewpoint - The news highlights the strong performance of Apple-related stocks in the Hong Kong market, driven by analyst predictions regarding Apple's upcoming foldable devices, including the iPhone and iPad, which are expected to significantly increase sales volumes in the coming years [1] Group 1: Stock Performance - Most Apple-related stocks in the Hong Kong market showed strong gains, with notable increases: - GoerTek rose by 6% - Lens Technology and BYD Electronics increased by nearly 5% - AAC Technologies rose by 4% - Q Technology increased by 2.6% - Sunny Optical rose by 2% - FIH Mobile saw a slight increase of 0.19% [1] Group 2: Product Launch Plans - Analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, both utilizing ultra-thin glass cover solutions supplied exclusively by Corning [1] - The estimated shipment volumes for the foldable iPhone have been revised upwards to 8-10 million units for 2026 and 20-25 million units for 2027, compared to previous estimates of 6-8 million and 10-15 million units respectively [1] - For the foldable iPad, Apple anticipates a higher pricing strategy, with a display area of 18 to 20 inches when unfolded, and an estimated first-year shipment of 500,000 to 1 million units [1]
ChatGPT故障;Anthropic完成130亿美元融资;苹果AI人才持续失血
Guan Cha Zhe Wang· 2025-09-04 01:13
Group 1 - OpenAI is investigating issues with ChatGPT not displaying responses, with over 1000 user reports since 7 AM UK time [1] - Anthropic has completed a $13 billion Series F funding round, raising its valuation to $183 billion, tripling its earlier valuation this year [1] Group 2 - Disney has reached a settlement with the Federal Trade Commission, agreeing to pay a $10 million fine for illegally collecting children's data on YouTube without parental consent [2] - A jury has ruled that Google violated the privacy rights of nearly 100 million users by misleading them about data tracking settings [2] Group 3 - Apple's AI talent is experiencing significant turnover, with the head of its AI robotics research leaving for Meta, alongside three other researchers from its large language model team [3] - Apple plans to launch its first foldable iPhone in 2026, with expected shipments of 8-10 million units, increasing to 25 million units in 2027 [4] Group 4 - Apple is expected to release Vision Air in 2027, which will address weight and pricing issues of Vision Pro, with anticipated shipments reaching one million units [6] - Samsung is set to mass-produce the world's first 2nm chip, Exynos 2600, which has completed development [7] Group 5 - ByteDance is implementing an option grant plan for its Seed department, primarily for tech employees in the large model direction, with total options potentially reaching millions [8] - Trip.com has announced that all product and research employees can work from home without approval, aiming to enhance work-life balance and foster a culture of trust [9] Group 6 - Xiaomi has published a patent related to vehicle inspection methods aimed at improving traffic efficiency and reducing congestion [9] - Xiaohongshu is facing a lawsuit from a TVB subsidiary over copyright infringement, with the case set to be heard in October 2025 [10]
ChatGPT无法显示回复;Anthropic完成130亿美元融资;苹果AI人才持续失血
Guan Cha Zhe Wang· 2025-09-04 01:13
Group 1: OpenAI and Anthropic Developments - OpenAI is investigating issues with ChatGPT not displaying responses, with over 1000 user reports since 7 AM UK time [1] - Anthropic has completed a $13 billion Series F funding round, raising its valuation to $183 billion, tripling its earlier valuation this year [1] Group 2: Disney and Google Legal Issues - Disney has agreed to pay a $10 million fine for illegally collecting children's data on YouTube without parental consent [2] - A jury has ruled that Google violated the privacy rights of nearly 100 million users by misleading them about data tracking settings [2] Group 3: Apple Talent and Product Developments - Apple has experienced a talent drain in its AI division, with key personnel leaving for Meta, including the head of its AI robotics research [3] - Apple is expected to launch its first foldable iPhone in 2026, with projected shipments of 8-10 million units in the first year [4] - Apple plans to release Vision Air in 2027, which is expected to weigh 40% less and cost over 50% less than the current Vision Pro, with anticipated shipments reaching one million units [6] Group 4: Samsung and Chip Technology - Samsung is set to mass-produce the world's first 2nm mobile SoC chip, Exynos 2600, which has completed development [7] Group 5: ByteDance and Employee Incentives - ByteDance is implementing an option grant plan for its Seed department, primarily for AI model-focused technical staff, with total options potentially reaching millions [8] Group 6: Ctrip and Work Flexibility - Ctrip has announced that all product and research employees can work from home without prior approval, aiming to enhance work-life balance and foster a culture of trust [9] Group 7: Xiaomi and Traffic Technology - Xiaomi has published a patent for a vehicle inspection method aimed at improving traffic efficiency and reducing congestion [9] Group 8: Xiaohongshu Legal Issues - Xiaohongshu's operator is being sued by a company under TVB for infringing on network dissemination rights, with a court date set for October 2025 [10]