知名分析师郭明錤在最新的报告中指出，苹果(AAPL.US)第一代iPhone折叠屏手机(iPhone Fold)铰链单 价预计在量产后降至约70–80美元，明显低于市场预期的100–120美元或以上。铰链单价大幅下调，有利 Apple降低成本提升利润，或反映于售价以扩大市占。 郭明錤表示，立讯精密（002475）(002475.SZ)最快可于2027年后加入并成为新铰链供应商。立讯精密 成为潜在供应商反应两个可能趋势：未来铰链单价仍有下行空间与铰链将成为系统组装厂的新战场。 郭明錤提到，鸿海与新日兴成立合资公司负责折叠iPhone铰链接单与生产，鸿海持股比重略高并主导未 来方向，该合资公司取得较高订单比重(约65%)，高于Amphenol(约35%)。铰链单价下降主因在于组装 设计优化与鸿海参与，而非上游零组件成本大幅下跌。受惠于鸿海的扩产与量产能力，合资公司因此取 得较高订单。鸿海透过与新日兴合资切入铰链事业，除着眼铰链本身的利润，强化与组装事业的垂直整 合优势亦是关键。 郭明錤指出，Amphenol订单占比较低，亦因对Apple扩产要求不积极，其考量可能在于绝对报酬（铰链 事业的获利成长性）与相对报酬（投 ...

郭明錤提到，鸿海与新日兴成立合资公司负责折叠iPhone铰链接单与生产，鸿海持股比重略高并主导未 来方向，该合资公司取得较高订单比重(约65%)，高于Amphenol(约35%)。铰链单价下降主因在于组装 设计优化与鸿海参与，而非上游零组件成本大幅下跌。受惠于鸿海的扩产与量产能力，合资公司因此取 得较高订单。鸿海透过与新日兴合资切入铰链事业，除着眼铰链本身的利润，强化与组装事业的垂直整 合优势亦是关键。 郭明錤指出，Amphenol订单占比较低，亦因对Apple扩产要求不积极，其考量可能在于绝对报酬（铰链 事业的获利成长性）与相对报酬（投资AI的报酬率或更高）。 智通财经APP获悉，知名分析师郭明錤在最新的报告中指出，苹果(AAPL.US)第一代iPhone折叠屏手机 (iPhone Fold)铰链单价预计在量产后降至约70–80美元，明显低于市场预期的100–120美元或以上。铰链 单价大幅下调，有利Apple降低成本提升利润，或反映于售价以扩大市占。 郭明錤表示，立讯精密(002475.SZ)最快可于2027年后加入并成为新铰链供应商。立讯精密成为潜在供 应商反应两个可能趋势：未来铰链单价仍有下行空间与铰 ...

Group 1 - Wintech's semiconductor assets have been frozen by the Dutch government, requiring adjustments to assets and intellectual property for one year [2][4] - The Dutch court has implemented emergency measures, including suspending the CEO position of Zhang Xuezheng at Nexperia, a subsidiary of Wintech [4] - Wintech's Nexperia is projected to generate approximately 14.7 billion RMB in revenue for 2024 [4] Group 2 - Haier Group has signed a comprehensive strategic cooperation agreement with Alibaba to enhance AI collaboration, aiming to accelerate AI innovation in the industry [5] Group 3 - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which may increase vulnerability to cyberattacks for users [6] - Users are encouraged to upgrade to Windows 11 as the functionality of some applications may diminish over time [6] Group 4 - John Ternus, Senior Vice President of Hardware Engineering at Apple, is considered a leading candidate to succeed CEO Tim Cook, who will turn 65 on November 1 [7] - Ternus was entrusted with the introduction of the iPhone Air at Apple's annual developer conference in September [7] Group 5 - Analyst Ming-Chi Kuo reports that the price of the foldable iPhone hinge is expected to drop to approximately $70-80, significantly lower than the previously anticipated $100-120 [9] - The reduction in price is attributed to assembly design optimization and the involvement of Foxconn, which, along with New Japan Radio, holds a combined market share of about 65% for the foldable iPhone hinges [9] Group 6 - xAI is developing a "world model" for use in video games and robotics, having recruited researchers from Nvidia to assist in this project [10][13] - The "world model" aims to internally reconstruct and predict environmental changes, enhancing AI's ability to simulate the evolution of the world [13] Group 7 - Nvidia CEO Jensen Huang has sold 225,000 shares of the company, cashing out over $42.8 million in early October, bringing his total sales for the month to over $113 million [14] Group 8 - Warner Bros Discovery has rejected an initial acquisition proposal from Paramount Skydance, citing the offer of approximately $20 per share as too low [15] - Warner Bros' stock closed at $17.10 per share, giving it a market capitalization of $42.3 billion [15] Group 9 - MKS Instruments is considering the sale of its $1 billion specialty chemicals division to focus on supplying chip manufacturers [16] - The company provides critical advanced manufacturing equipment in the semiconductor supply chain, with clients including TSMC and Applied Materials [16] Group 10 - The "Top Ten Global Engineering Achievements of 2025" have been published, including notable projects such as the Perseverance Mars Rover and the Euclid Space Telescope [17]