今日截至9点47分，科创人工智能ETF华夏（589010）上涨2.15%，盘初迅速拉升，阳线反包开启进 攻行情。持仓股方面，30只成分股中有26只飘红，乐鑫科技领涨7.48%，恒玄科技上涨6.91%，芯原股 份上涨6.71%，晶晨股份、云天励飞等跟涨。流动性方面，盘中成交总额超3200万元，量能显著放大， 流动性加持下市场交投火爆。 消息方面，立讯精密已获得至少一款OpenAI设备的组装合同。此外，OpenAI还与组装AirPods、 HomePods和AppleWatch的歌尔股份接洽，希望为其未来产品供应扬声器模块等组件。据知情人士透 露，OpenAI计划的产品包括类似无显示屏智能音箱，还考虑开发眼镜、数字录音笔和可穿戴胸针等产 品，首批设备的发布时间定在2026年末或2027年初。 华泰证券表示，OpenAI正与供应商讨论制造多款硬件产品，包括无显示屏的智能音箱、可穿戴徽 章（类似AI pin）、眼镜、数字录音笔等一系列产品，国内产业链公司包括立讯精密、歌尔股份均有所 对接。硬件是OpenAI"核心AI订阅+开源端侧生态"布局中的重要一环，而目前大部分硬件的量产仍需依 赖中国供应商全球布局的生产资源。看 ...

Group 1 - OpenAI is developing a new consumer-oriented device, currently in the prototype stage, with potential involvement from companies like Luxshare Precision, GoerTek, and Lens Technology [1][2] - The pre-sale performance of the iPhone 17 standard version has exceeded expectations, prompting Apple to increase the daily production of this model by approximately 40% and notify some non-electronic component suppliers to raise their daily supply by about 30% [1][3] - The iPhone 17 standard version is expected to account for 25% of total production in early 2025, with the Pro series at 65% and the iPhone Air at 10%, indicating a consumer preference for lower-priced models due to the high cost-performance ratio of the standard version [3] Group 2 - OpenAI's entry into AI hardware may leverage Apple's supply chain, with plans to release a range of AI devices, including a "screenless smart speaker," by late 2026 or early 2027 [2] - The iPhone 17 standard version features high-end specifications, such as ProMotion high refresh rate display and advanced camera systems, enhancing its value proposition at a price of 5999 yuan [3] - The anticipated product innovation cycle from Apple in 2026-2027, including foldable phones and AI glasses, is expected to drive growth for the supply chain [4]

Group 1 - OpenAI is expanding into the AI hardware sector and has secured manufacturing agreements with Luxshare Precision and is in discussions with GoerTek for future product components [1][2] - OpenAI has recruited over 20 employees from Apple in the consumer hardware field this year, significantly more than the approximately 10 hired last year [1][4] - The company plans to launch its first devices, including a screenless smart speaker, glasses, digital voice recorders, and wearable pins, by late 2026 or early 2027 [1][2] Group 2 - OpenAI's talent acquisition from Apple may complicate their collaborative relationship, particularly regarding Siri integration and the Image Playground application [2] - OpenAI is leveraging Apple's established supply chain in China to support its hardware manufacturing plans [2] - The company faces significant challenges in the hardware market, competing against established players like Amazon and emerging startups [3] Group 3 - OpenAI's recruitment efforts accelerated after its $6.5 billion acquisition of io Products, co-founded by former Apple design chief Jony Ive [4] - New hires include key personnel with extensive experience at Apple, such as Cyrus Daniel Irani, who previously led the human interface design team [4][5] - OpenAI is offering significantly higher compensation packages to attract Apple employees, with stock grants potentially exceeding $1 million [5]

Group 1 - OpenAI is rapidly advancing its consumer hardware strategy by recruiting key hardware talent from Apple and collaborating with major supply chain players like Luxshare Precision [1][3] - Since early 2025, OpenAI has hired over 20 hardware engineers from Apple, doubling the number from 10 in October 2024, with expertise in user interface design, wearable devices, camera systems, and audio technology [3] - OpenAI is offering competitive compensation packages, including stock rewards exceeding $1 million, to attract talent, leading to a significant increase in recruitment speed [3] Group 2 - OpenAI's hardware ambitions extend beyond a single product, with initial offerings including a display-less smart speaker, smart glasses, digital voice recorder, and wearable brooch, aimed for release by late 2026 or early 2027 [4] - The devices are designed around "contextual awareness" and "screenless interaction," creating a new AI entry point beyond smartphones [4] - A notable prototype is a "pocket-sized" device deeply integrated with the ChatGPT language model, allowing natural interaction through voice, gestures, or environmental awareness [4]