新浪数码讯 1月8日上午消息，近日摩托罗拉全新折叠屏Razr Fold亮相CES 2026，那我们一起看看这篇 来自Android Authority的评测投稿。 博主Ryan Haines试用了摩托罗拉全新的Razr Fold，对它寄予厚望，但担忧同样不少。 Motorola Razr Fold背面主视觉图 以下转自Android Authority原文： 我在Android Authority里一直对小折叠手机的评测发言较多，这次摩托罗拉发布首款大折形态的手机 Razr Ultra，我就紧随其后上手看看。但老实讲，我现在并不兴奋。我对Razr Fold将如何去跟Galaxy Z Fold、Pixel Pro Fold等对手竞争仍存在许多疑问，也担心它能否获得足够多的用户。 上手后我对摩托罗拉有以下几个疑问： 1. 摩托罗拉的软件，能撑起这块大屏吗？ Razr Fold内 屏展示图 软件体验是折叠屏手机自诞生以来就绕不开的难题。除了铰链和屏幕折痕之外，软件几乎是我评测折叠 屏时最看重的一点，从你点亮屏幕的那一刻起，就决定了体验是成功还是失败。 而在传统Razr系列上，摩托罗拉在外屏上找到了应用与小组件之间的 ...

Core Insights - The report highlights that the macroeconomic environment in 2026 will be influenced by U.S. midterm election pressures, defense demands in Europe and Japan, and China's focus on stable growth, leading to continued policy easing in the first half of the year [2] - The AI boom is expected to enhance efficiency and stock valuations but may also exacerbate job losses and economic K-shaped divergence [2] - The report suggests that the second half of 2026 may see a rebound in inflation due to global liquidity easing, a weaker dollar, and China's anti-involution efforts, potentially causing volatility in high-valuation assets [2] Industry Outlook Chinese Internet Software - 2026 is seen as a critical year for competing for user attention in the AI era, with a focus on lowering usage barriers, enhancing decision-making efficiency, and creating real value [2] - Companies with stable cash flows supporting AI investments and strong operational capabilities are expected to have higher long-term investment value [5] Semiconductor - The report maintains four core investment themes for 2026: AI-driven structural growth, China's semiconductor self-sufficiency trend, high-yield defensive allocations, and industry consolidation [7] - The global semiconductor market is projected to grow by 26% to $975 billion in 2026, with AI-related segments leading the growth [7] Technology - The global tech industry is expected to experience demand differentiation and accelerated AI innovation, with a focus on AI computing infrastructure and end-user AI products [8] - Key companies to watch include Apple, which is anticipated to have a year of innovation with new AI products [8] Consumer Sectors Essential Consumption - The report identifies three main investment themes: deepening consumption stratification, focusing on essential survival needs, and leveraging overseas expansion to hedge against domestic uncertainties [10][20] - Companies in the food and beverage sector, such as Nongfu Spring and China Resources Beverages, are recommended due to their stable demand and attractive valuations [21] Discretionary Consumption - The outlook for the discretionary consumption sector is cautious, with expected retail sales growth of about 3.5% in 2026, slightly down from 4% in 2025 [11] - The report suggests a focus on survival-type consumption and low-cost emotional comfort products, with recommendations for companies like Luckin Coffee and Bosideng [11][21] Automotive - The Chinese automotive industry is expected to show resilience despite pressures from subsidy reductions and tax incentives, with retail sales of passenger vehicles projected to remain stable [12] - Key trends include intensified competition and the introduction of new models, particularly in the new energy vehicle segment [12] Pharmaceuticals - The innovative drug sector has seen significant growth driven by overseas licensing deals, but future catalysts are expected to shift from upfront payments to milestone achievements [13] - The CXO industry is anticipated to continue its recovery in 2026, supported by a rebound in domestic R&D demand [13] Real Estate - The report forecasts a continued contraction in the real estate market, with total residential sales expected to decline by 8% in 2026 [16][17] - Investment themes include focusing on stock market service providers and companies with strong operational capabilities in commercial assets [18][19]

远川科技评论 . 以下文章来源于远川科技评论 ，作者何律衡 刻画这个时代（的前沿科技） 来源丨远川科技评论（ kechuangych ） 作者丨何律衡 编辑丨李墨天 图源丨Midjourney 作为手机领域为数不多的增量市场，折叠屏手机闷头狂奔多年，终于等来了苹果的脚步声。 苹果对折叠屏手机的信息严防死守，但不出意外还是被渗透成了筛子。今年3月，果链专家郭明錤更 新爆料，精确到小数点后一位的屏幕尺寸和机身厚度，前所未有地勾勒出折叠iPhone的清晰形态。 而按照The Information和彭博的爆料，苹果的折叠屏手机采用了小折叠"翻盖式"的方案，尺寸比例 更接近正方形，形态与华为的"阔折叠"手机Pura X非常心有灵犀。 疑似苹果折叠屏设计方案（上）与华为Pura X结构（下） 过去几年，安卓阵营挨个下场，在大小折叠打了个来回，苹果一直作壁上观。坏处是错过了折叠屏手 机的高速增长期，好处是能踩的坑都被友商踩了一边，手上积攒了厚厚一摞参考教材。 此次明确下场，根据最新爆料，苹果的首款折叠屏产品和华为Pura X意外的相似，但从尺寸和产品定 义上，还是更接近"小折叠"的形态。 问题来了，相较于大折叠的市场规模 ...

Group 1 - Google is advancing the "TorchTPU" strategy to enable PyTorch to run smoothly on TPU chips, aiming to eliminate migration barriers for developers and considering partial open-sourcing of the software [1] - Google is negotiating a collaboration with Meta to provide Meta with more TPU access, allowing Meta to reduce inference costs and dependence on NVIDIA by adapting software for TPU [1] - Wall Street analysts believe that CUDA is NVIDIA's strongest defense, and Google's previous reliance on its internal Jax framework has widened the gap with external customer usage habits [1] Group 2 - The ChatGPT app store has officially launched, categorizing applications like Adobe Photoshop and Canva, with users triggering them via "@app name" [2] - Developers can submit applications for review on the OpenAI developer platform, which offers a comprehensive resource system including best practice guides and open-source sample applications [2] - OpenAI plans to raise new funding at an estimated valuation of around $750 billion, potentially reaching $1 trillion, attempting to replicate the Apple App Store model in the AI era [2] Group 3 - Google has released the Gemini 3 Flash model, achieving a score of 33.7% on the Humanity's Last Exam benchmark, while Gemini 3 Pro scored 37.5% and GPT-5.2 scored 34.5% [3] - This model maintains the Flash series' extreme native speed, outperforming Gemini 2.5 Pro while tripling the speed, priced at $0.50 per million tokens for input and $3 for output [3] - Gemini 3 Flash is now the default model for Gemini applications and search AI modes, with response times generally under one second, available globally through Google AI Studio and Vertex AI [3] Group 4 - ByteDance has launched the universal Agent model Seed1.8, which integrates search, code, and GUI Agent capabilities, automatically adjusting processing methods based on task complexity [4] - In GUI Agent evaluations, Seed1.8 surpassed Seed1.5-VL, demonstrating reliability in multi-step tasks across computer, web, and mobile environments, scoring 67.6 on the BrowseCompen benchmark [4] - The model achieved a top score of 11.0 on ZeroBench and 87.8 on VideoMME for long video understanding, incorporating the "VideoCut" video tool [4] Group 5 - The Step-GUI cloud model has been fully upgraded, supporting over 200 task scenarios and usable across mobile, PC, and automotive platforms, with deployment of an "AI phone" possible in as little as 10 minutes [5][6] - This model features longer reasoning steps, enhanced semantic understanding, and generalization capabilities, autonomously asking questions when user instructions are vague [6] - The GUI-MCP protocol is open for end-cloud collaboration, with APIs temporarily available for free, and a call for users to create showcases and develop applications [6] Group 6 - xAI has officially released the Grok Voice Agent API, making its real-time voice capabilities available to developers for voice-first application scenarios [7] - The API includes various built-in voices and companion personalities, allowing developers to finely control system commands and behavior parameters [7] - It supports real-time voice recognition and synthesis with a streaming audio design, enabling search capabilities during conversations and significantly reducing interaction latency [7] Group 7 - Apple is reportedly abandoning its VR headset project in favor of developing AI smart glasses, with a projected launch in late 2026 or 2027 [8] - The company has paused its AR/VR headset initiatives and plans to reintroduce the iMac Pro, which has been off the market for over four years, potentially featuring the M5 Max chip [8] - A 20th-anniversary edition iPhone is expected in 2027, featuring a curved design that wraps around the device edges and a front camera positioned under the display [8] Group 8 - a16z partners assert that the AI bubble has not yet burst, as it has not reached a point where investments are wasted [9] - They believe that if companies cease developing larger models and rely solely on existing models, they could quickly achieve profitability at current profit margins [9] - Predictions indicate that GDP could grow by several percentage points by 2030, with a reasonable lower limit of 30% growth if AGI is achieved, though outcomes could vary widely [9]

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 0折痕陷阱 苹果折叠iPhone立项很早，相关专利最早可以追溯到2011年，蹉跎至今十几年，困住苹果的是折叠手机的心腹大患： 折痕 。 疑似苹果折叠屏设计方案（上）与华为Pura X结构（下） 文 ｜ 何律衡 编辑 ｜ 李墨天 来源｜ 远川科技评论（ID： kechuangych ） 封面来源 ｜ 视觉中国 作为手机领域 为数 不多的增量市场，折叠屏手机闷头狂奔多年，终于等来了苹果的脚步声。 苹果对折叠屏手机的信息严防死守，但不出意外还是被渗透成了筛子。今年3月，果链专家郭明錤更新爆料，精确到小数点后一位的屏幕尺寸和机身厚 度，前所未有地勾勒出折叠iPhone的清晰形态。 而按照The Information和彭博的爆料，苹果的折叠屏手机采用了小折叠"翻盖式"的方案，尺寸比例更接近正方形，形态与华为的"阔折叠"手机Pura X非常 心有灵犀。 难说。 过去几年，安卓阵营挨个下场，在大小折叠打了个来回，苹果一直作壁上观。坏处是错过了折叠屏手机的高速增长期，好处是能踩的坑都被友商踩了一 边，手上积攒了厚厚一摞参考教材。 此次明 ...

作为手机领域为数不多的增量市场，折叠屏手机闷头狂奔多年，终于等来了苹果的脚步声。 苹果对折叠屏手机的信息严防死守，但不出意外还是被渗透成了筛子。今年3月，果链专家郭明錤更新爆料，精确到小数点后一位的屏幕尺寸和机身厚 度，前所未有地勾勒出折叠iPhone的清晰形态。 而按照The Information和彭博的爆料，苹果的折叠屏手机采用了小折叠"翻盖式"的方案，尺寸比例更接近正方形，形态与华为的"阔折叠"手机Pura X非常 心有灵犀。 疑似苹果折叠屏设计方案（上）与华为Pura X结构（下） 过去几年，安卓阵营挨个下场，在大小折叠打了个来回，苹果一直作壁上观。坏处是错过了折叠屏手机的高速增长期，好处是能踩的坑都被友商踩了一 边，手上积攒了厚厚一摞参考教材。 此次明确下场，根据最新爆料，苹果的首款折叠屏产品和华为Pura X意外的相似，但从尺寸和产品定义上，还是更接近"小折叠"的形态。 问题来了，相较于大折叠的市场规模，小折叠手机定位尴尬，长期处于叫好不叫座状态。强如苹果，能不能让小折叠摆脱"只夸不买"的诅咒？ 0折痕陷阱 苹果折叠iPhone立项很早，相关专利最早可以追溯到2011年，蹉跎至今十几年，困住苹果 ...

作为手机领域为数不多的增量市场，折叠屏手机闷头狂奔多年，终于等来了苹果的脚步声。 以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 苹果折叠iPhone立项很早，相关专利最早可以追溯到2011年，蹉跎至今十几年，困住苹果的是折叠手机的心 腹大患： 折痕 。 折叠屏相关技术发展多年，消除折痕始终是研发重点，但从效果来看，离成功都尚有距离。在解决折痕问 题上，苹果可以说是众多友商的老师。2011年提交的第一份折叠手机专利，就与折痕相关[1]。 苹果对折叠屏手机的信息严防死守，但不出意外还是被渗透成了筛子。今年3月，果链专家郭明錤更新爆 料，精确到小数点后一位的屏幕尺寸和机身厚度，前所未有地勾勒出折叠iPhone的清晰形态。 而按照The Information和彭博的爆料，苹果的折叠屏手机采用了小折叠"翻盖式"的方案，尺寸比例更接近正 方形，形态与华为的"阔折叠"手机Pura X非常心有灵犀。 过去几年，安卓阵营挨个下场，在大小折叠打了个来回，苹果一直作壁上观。坏处是错过了折叠屏手机的 高速增长期，好处是能踩的坑都被友商踩了一边，手上积攒了厚厚一摞参考教材。 疑似苹果折叠屏设 ...

近日，据知情人士爆料，苹果正酝酿着一场智能手机领域的"产品革命"。 大幅扩展iPhone产品线 据消息人士透露，苹果计划在2027年秋季前大幅扩展智能手机产品线，库克团队或将推出至少七款iPhone机型。 这也是苹果在在智能手机设计里最大胆的尝试之一。 其中，最核心的产品就是苹果的首款折叠屏iPhone，预计将在2026年秋季发布。 未来两年，苹果计划大幅扩展智能手机的产品线，2027年秋季前可能发布至少七款新的旗舰机型，首款折叠屏iPhone预计将 在2026年秋季发布。 值得一提的是，产品线的扩容主要是为了缓解淡季对经营的影响。 iPhone业务占苹果总收入近一半，但近年来增长停滞，消费者换机周期延长。截至9月27日的财报显示，iPhone的销售额同 比增长4%，这主要得益于iPhone 17系列的设计升级。 根据此前爆料，折叠iPhone的屏幕方案主要如下： 外屏：5.5英寸，分辨率2088×1422，像素密度460PPI，采用HIAA打孔摄像头设计，开孔超小，比例接近寸接近常规 iPhone，满足日常快捷操作。内屏：7.8英寸，分辨率2713×1920,4:3比例，像素密度428PPI，采用UPC屏下 ...

Market Overview - The Dow Jones and S&P 500 have declined for three consecutive days, while technology stocks rebounded, supporting a rise in the Nasdaq [1] - U.S. Treasury yields fell, with the 10-year yield dropping over 3 basis points [1] - The offshore RMB reached a 14-month high near 7.03 [1] - Bitcoin increased by 1.8%, touching $88,000 during the day [1] - Gold experienced wide fluctuations, while silver ultimately fell by 0.5% [1] - U.S. oil prices dipped below $55, marking the lowest level since early 2021 [1] Economic Indicators - The Central Financial Office indicated that investment and consumption growth is expected to recover next year, with a focus on controlling new real estate supply and revitalizing existing stock [1] - U.S. employment continues to cool, with November non-farm payrolls slightly rebounding, but the unemployment rate reached a four-year high, leading traders to anticipate two rate cuts next year [1] - The "New Federal Reserve News Agency" stated that non-farm data is unlikely to significantly alter the Fed's judgment on further rate cuts [1] - U.S. retail sales in October remained flat overall, but core indicators exceeded expectations, supporting fourth-quarter growth [1] - The November Markit Composite PMI in the U.S. hit a six-month low, with price indicators rising sharply and employment indicators showing weakness [1] - The Eurozone's December manufacturing PMI accelerated its contraction, with Germany posting its worst performance in ten months, while France unexpectedly returned to expansion [1] Corporate Developments - Tesla's stock reached an all-time high during the day, fueled by optimism surrounding autonomous driving [1] - XPeng Motors obtained an L3 autonomous driving road test license, becoming the third domestic company to do so, intensifying competition with Tesla's Full Self-Driving (FSD) [1] - The EU may abandon the comprehensive ban on fuel vehicles by 2035, reducing emission targets to 90% and allowing sales of plug-in hybrid vehicles [1] - Apple is set to unveil a foldable iPhone next year, with plans to increase its smartphone lineup from five to seven models over the next two years [1] - Vanke proposed a 12-month extension for the principal repayment of its medium-term notes, with the issuer providing corresponding credit enhancement measures [1] - Today, Muxi Co., a domestic GPU company, is set to be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board [1]

2025年12月15日，多方可靠信息显示，苹果计划于明年9月推出首款可折叠形态的iPhone，该机型将与 iPhone 18 Pro系列一同亮相。据业内人士透露，这款设备目前采用"阔折叠"设计，屏幕比例接近华为 Pura X的方案，旨在兼顾展开体验与握持便携性。 影像系统方面，新机配备后置大底双摄模组，主摄像头 为4800万像素，支持传感器位移式光学防抖，保障成像 稳定性与画质表现。生物识别方案迎来重大调整，取消 沿用多年的Face ID，转而采用侧边电源键集成Touch ID 的设计，类似于当前iPad的指纹识别方案，此举有助于 节省机身内部空间，也是iPhone产品线多年后重新引入 指纹识别功能。 硬件配置上，该机型将搭载A20系列芯片，匹配 LPDDR5X内存与UFS 4.0闪存，整体性能水平与同期Pro 系列iPhone相当。通信方面，采用苹果第二代自研C2基 带，仅支持eSIM网络连接，不再设置物理SIM卡槽。 价格定位较高，预计在美国市场的起售价为1800至2500 在屏幕配置方面，新机将配备内外双屏。外屏尺寸为5.5英寸，分辨率达到2088×1422，像素密度为 460PPI，采用超小开孔的HI ...