1月28日，美股存储板块盘前大涨，希捷科技盘前涨超8%，西部数据涨超6%，闪迪涨超4%，美光科技涨近3%。 | | 371.760 +13.470 +3.76% | | | 希捷科技(SEAGATE) 立即 | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | STX 交易 | | NASDAQ USD 20:00:00 | | | | | | 10 + | | 盘前价 | 402.950 涨幅额 | 8.39% | 交生 | 34.99% 120日 | | 146.42% | | 涨跌量 | 31.190 盘前量 | 12.66万 | 5日 | 14.04% 250日 | | 277.95% | | 三一 | 403.000 | 100 | 20日 | 29.89% 52周高 | | 370.47 | | 北一 | 401.340 | 1 | 60日 | 40.33% 52周低 | | 62.50 | | 总量 | 735.36万 换手 | 3.44% | | 2024 | 2025 | 2026H1 | | 现手 | 1124 量比 ...

| | 371.760 +13.470 +3.76% | | | 希捷科技(SEAGATE) 立即 | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | STX 交易 | | NASDAO USD 20:00:00 | | | | | | 10 + | | 盘前价 | 402.950 涨幅 | 8.39% | 之生 | 34.99% 120日 | | 146.42% | | 涨跌 | 31.190 盘前量 | 12.66万 | 5日 | 14.04% 250日 | | 277.95% | | 三一 | 403.000 | 100 | 20日 | 29.89% 52周高 | | 370.47 | | 杀一 | 401.340 | - | 60日 | 40.33% 52周低 | | 62.50 | | 总量 | 735.36万 换手 | 3.44% | | 2024 | 2025 | 2026H1 | | 现手 | 1124 量比 | 1.36 | EbS | 1.60 | 6.93 | 5.31 | | 外盘 | 263.73万 内盘 | ...

在一片涨价声浪下，2026年的智能手机市场正面临新的变化。 一方面，供应链的持续波动考验着手机厂商更强的协同应对能力。在存储持续涨价背景下，整机厂商必然考虑推动其他 核心元器件成本有所降低，但不可忽视的是，当前工业金属价格上涨可能将对手机市场带来新的搅扰。 另一方面，包括折叠屏、智能眼镜、手持影像等新形态设备也在加速演进，这些则有望成为手机厂商决胜下一个AI时代 的关键要素。 Omdia显示业务首席分析师郭子骄指出，许多厂商尚未充分意识到大宗商品价格重估对电子产业链的冲击。如果上游成 本已发生结构性变化，而下游规划却仍凭惯性推动降价，那么供应链风险将逐步累积。 2026年的手机行业，已不仅仅是一场配置或价格的竞争，而是一场贯穿供应链韧性、成本控制、AI技术落地与新硬件孵 化的多维度战役。 技术与供应链竞赛 AI手机正成为手机行业近两年来的发展关键词，但却开始遭遇一个核心瓶颈——存储涨价态势还没有放缓的意思。 一名存储行业从业者告诉21世纪经济报道记者，在涨价浪潮下，存储厂商会面临筛选客户的过程，聚焦把存储芯片卖给 能长远发展、彼此价值认可的客户。"客户的产品可以产生溢价，客户能活得好，我们彼此生意才长久。" ...

Core Insights - The smartphone market in 2026 is facing significant changes due to rising prices and supply chain challenges, with manufacturers needing to enhance their collaborative response capabilities [1] - The competition is shifting from merely pricing and configuration to a multidimensional battle involving supply chain resilience, cost control, AI technology implementation, and new hardware innovation [1] Supply Chain and Cost Dynamics - The ongoing rise in storage prices is creating pressure on manufacturers, leading them to reconsider their pricing strategies and cost structures [2][3] - Smaller manufacturers, particularly those targeting the budget segment, are under greater pressure compared to larger brands that can afford to maintain their supply chains [2] - The impact of rising storage costs is significant, particularly for models priced under $100, which may face price increases, while higher-end models can offset costs through adjustments in configuration and marketing expenses [2][3] New Hardware and AI Integration - The exploration of new hardware forms, such as foldable phones and smart glasses, is becoming crucial as the smartphone market matures [4][5] - The global foldable phone shipment is expected to rise significantly in 2026, driven largely by Apple's entry into the market [4] - AI technology is increasingly influencing the development of new products, with a focus on optimizing performance and user experience in smart glasses and handheld imaging devices [8][9] Market Trends and Future Outlook - The first half of 2026 will be critical for smartphone brands to adjust their production and product structures in response to rising costs [3] - The rapid evolution of AI technology is expected to lead to a diverse range of new smart terminal products, enhancing market prospects for 2026 [8] - Collaboration and flexibility in product development are essential for companies to meet market demands and consumer expectations effectively [9]

Core Insights - The 2025 China Wildlife Imaging Annual Competition concluded successfully in Shenzhen, with the theme "Uncharted Territory," symbolizing both geographical mysteries and the limits of human understanding of nature [1] - Qualcomm Snapdragon has upgraded its role from exclusive imaging technology partner to "strategic technology partner," aiming to expand the boundaries of mobile imaging and support broader ecological conservation practices [1][2] Group 1: Partnership and Growth - The partnership between Snapdragon and China National Geography has transformed the competition into a globally influential platform, attracting participation from 83 countries and regions, with nearly 200,000 submissions and over 100,000 minutes of precious wildlife footage [2] - The Snapdragon Mobile Special Award saw a significant increase in submissions, growing from 1,034 photographs and 41 videos in the first year to 4,682 photographs and 109 videos in 2025, marking a nearly fivefold increase [2] Group 2: Technological Advancements - Over six years, Snapdragon has empowered creators with leading imaging technology, evolving from encouraging professional photographers to use mobile devices to enabling high-quality mobile photography through advancements like the 20-bit ISP and AI image optimization [2][6] - The upgrade to a strategic partnership emphasizes breaking device boundaries and creating a comprehensive imaging ecosystem, responding to the rising consumer demand for immersive experiences in outdoor activities [3][6] Group 3: Future Directions - Snapdragon plans to extend its imaging technology to various devices, including AI glasses, action cameras, and drones, positioning itself as a "technology engine for future multi-perspective imaging" [6] - The collaboration aims to facilitate diverse forms of natural imagery, allowing creators to explore previously inaccessible environments, thus enhancing the creative potential of mobile imaging [6][7] Group 4: Value Extension - The partnership not only enriches creative tools but also deepens the value of imagery, promoting a connection between people and nature through technology [7] - The introduction of the Jane Goodall Youth Nature Imaging Award and dedicated youth sections in exhibitions aims to lower barriers for natural exploration and creativity among younger generations [7]

Core Insights - The 2025 China Wildlife Imaging Annual Competition, themed "Unreached Realm," emphasizes both geographical mysteries and humanity's limited understanding of nature [1] - Qualcomm Snapdragon has upgraded its role from exclusive imaging technology partner to "strategic technology partner" for the competition, aiming to expand the boundaries of mobile imaging and support ecological conservation practices [1] Group 1: Competition Overview - Since its partnership with China National Geography in 2020, the competition has attracted attention from 83 countries and regions, receiving over 190,000 submissions and accumulating more than 100,000 minutes of precious wildlife footage [2] - The Snapdragon Mobile Special Award has seen a nearly fivefold increase in submissions, from 1,034 photographs and 41 videos in the first year to 4,682 photographs and 109 videos in 2025 [2] Group 2: Technological Advancements - The latest Snapdragon 8 Gen 2 mobile platform features significant upgrades, including an increase in the Qualcomm Spectra ISP from 18-bit to 20-bit, resulting in a fourfold improvement in dynamic range [6] - The platform also enhances AI imaging capabilities, enabling excellent low-light video capture, which allows for detailed imagery in challenging environments [6] Group 3: Creative Contributions - The winning photography piece "The Hunter's Gaze" showcases the capabilities of Snapdragon technology in low-light conditions, allowing for precise detail capture of wildlife [7] - The video winner "Unreached Realm—Miracles of Life in the Desert" was created by an experienced female photographer using a Snapdragon-powered smartphone, highlighting the platform's effectiveness in capturing micro-life details [9] Group 4: Exhibition and Engagement - A pop-up exhibition themed "Unreached Realm, Seeking Mysteries" attracted 5,000 visitors, showcasing over 60 works captured by Snapdragon smartphones, emphasizing the unique value of technology in creative expression [11] - The rise of outdoor activities has increased demand for immersive recording methods, prompting Snapdragon to enhance its imaging capabilities across various devices beyond smartphones [12] Group 5: Future Directions - Snapdragon aims to break the boundaries of mobile imaging by integrating advanced capabilities into multiple device forms, enabling users to capture and share nature experiences seamlessly [12] - The collaboration with China National Geography is set to evolve further, incorporating multi-device synergy and innovative technology into wildlife imaging [12]

凤凰网科技讯1月9日，高通公司总裁兼CEO安蒙发布新年致辞，回顾2025年业务进展。在移动领域，其 第五代骁龙8至尊版移动平台获CES2026创新奖；PC方面，骁龙X2Elite系列平台已搭载于超过150款AI PC，并称其NPU为"笔记本电脑全球最快"。 品牌价值方面，高通在Interbrand全球品牌榜中位列第39，骁龙品牌首次进入凯度BrandZ全球百强榜。 未来技术规划包括研发蜂窝智能体调制解调器、下一代端到端ADAS系统，并预计最早于2028年推出6G 预商用终端。 汽车业务单季度营收首次突破十亿美元，Snapdragon Ride Pilot驾驶辅助系统已搭载于宝马iX3。在可穿 戴设备领域，高通平台已应用于Meta、Google等品牌的智能眼镜，并与小米、阿里巴巴等合作推出超过 30款终端。 连接与网络方面，高通称其Wi-Fi7平台已支持超过1500款商用终端，并已开始布局Wi-Fi8及6G技术。此 外，公司正拓展数据中心AI推理、自主机器人等新兴领域，并与多家机器人企业展开合作。 ...

Core Viewpoint - Honor's new WIN series gaming smartphones are set to include advanced features such as a Snapdragon 8 Gen 2 processor, a 10,000mAh battery, and 100W fast charging, positioning them competitively in the gaming smartphone market [1][3]. Product Features - The WIN series will consist of two models: WIN and WIN RT, both featuring a built-in active cooling fan, indicating a clear focus on gaming performance [1]. - The devices are expected to be priced significantly lower than current high-end gaming smartphones, making them more accessible to a broader audience [3]. Market Dynamics - The introduction of gaming-oriented smartphones by major manufacturers like Honor may challenge the existing market for hardcore gaming phones, which have unique advantages that are not easily replicated [5][11]. - The gaming smartphone segment is becoming increasingly important as mobile gaming gains popularity, prompting major brands to incorporate gaming features into their devices [17]. Competitive Landscape - Major manufacturers may leverage their larger product lines and supply chain advantages to offer competitive gaming smartphones at lower prices compared to niche gaming brands [19]. - Innovations in cooling technology, such as the development of compact, blade-less cooling systems, could enable mainstream brands to enhance their gaming smartphone offerings in the near future [15].

Core Insights - Qualcomm's fifth-generation Snapdragon 8 Gen 2 mobile platform sets a new performance benchmark for flagship smartphones, showcasing exceptional performance, energy efficiency, and AI processing capabilities [1][17] - The platform has been adopted by 12 flagship smartphone models, including Xiaomi 17 series, Honor Magic8 series, and others, marking a significant advancement in mobile technology [1][17] Performance Enhancements - The Snapdragon 8 Gen 2 is built on a 3nm process and features a custom third-generation Qualcomm Oryon CPU, a new architecture Adreno GPU, and an enhanced Hexagon NPU, achieving significant breakthroughs in peak performance and energy efficiency [3][17] - The CPU shows a 20% increase in single-core performance, 17% in multi-core performance, 32% in response speed, and a 35% improvement in energy efficiency compared to the previous generation [3][17] Graphics and Gaming - The new Adreno GPU reaches a peak frequency of 1.2GHz and introduces dedicated high-speed memory, resulting in up to 38% performance improvement in mobile gaming and a 10% reduction in overall power consumption [4][17] - The platform supports high-load gaming scenarios with enhanced graphics capabilities, providing a smoother and more immersive user experience [4][17] AI Capabilities - The Hexagon NPU offers a 37% increase in overall AI performance and supports processing speeds of up to 220 Tokens/s, enabling advanced features like real-time image recognition and natural language processing [4][17] Flagship Smartphone Models - The Xiaomi 17 series, launched on September 25, features the Snapdragon 8 Gen 2, optimizing performance and power consumption for enhanced user experience [8] - Honor Magic8 series, released on October 15, leverages the platform's AI capabilities for advanced photography and smart interactions [9] - The Red Magic 11 Pro series, aimed at gamers, combines the Snapdragon 8 Gen 2 with proprietary gaming technology for superior performance [10] - Other models like iQOO 15, Realme GT8 Pro, Nubia Z80 Ultra, and Redmi K90 Pro Max also highlight the platform's versatility in gaming and imaging [11][12][13][14][15][16] Market Impact - The rapid adoption of the Snapdragon 8 Gen 2 by multiple flagship models within a month of its release indicates strong market recognition and sets a new standard for mobile device performance [17]

Core Insights - China has established a comprehensive AI industry system, leading to rapid iteration and optimization of AI applications, making it a vibrant hub for innovation in the AI era [1][5] - Panasonic has launched its AI strategy in China, focusing on user scenarios and AI infrastructure, aiming to transform from a manufacturing center to an innovation center [2][3] - Otis, a leader in the elevator industry, is leveraging AI to enhance safety and user experience, recognizing China as a key market for modernization and maintenance needs [4][3] Industry Developments - The AI industry in China is projected to exceed 900 billion yuan in 2024, with a year-on-year growth of 24%, and over 5,300 AI companies operating in the country [6] - Qualcomm is showcasing its latest Snapdragon technology in China, emphasizing AI's role in transforming user interactions and launching an "AI acceleration plan" to enhance AI capabilities across various devices [7][8] - Ericsson is leveraging its extensive R&D capabilities in China to drive innovation and support local partners in achieving global competitiveness [9]