就在本月早些时候的财报电话会议上，苹果首席执行官库克透露了公司有意在印度进一步拓展零售网络 的雄心壮志。仅仅三周后，这一战略部署便迅速付诸实践，选址班加罗尔，无疑是对印度市场潜力的一 次深刻洞察。 班加罗尔，这座被誉为"印度硅谷"的城市，不仅是印度信息技术产业的神经中枢，还汇聚了大量高收入 与高技能IT人才。微软、惠普等国际科技巨头纷纷在此设立基地，无疑为苹果提供了肥沃的市场土壤。 苹果选择在此开设新店，旨在捕捉这一高端消费群体的潜力，进一步巩固其品牌影响力。 苹果公司于近日揭晓了一项重要扩展计划，其位于印度班加罗尔的全新零售店定于9月2日盛大开业。这 家零售店选址于亚洲凤凰购物中心，标志着苹果在印度市场的又一里程碑，成为继孟买与新德里之后， 印度的第三家官方零售店。 ...

这是我 2018 年到 2022 年朋友圈的整理，也是我这几年对反思的零碎反思。 1、 "小成需要朋友，大成需要对手。"-解放军语录 2、早上看见《道德经》这段，大概意思就是，器物真正发生作用的不是本身"有"的部分，是中间"空"和"无"的那部分。 "三十幅共一毂，当其无，有车之用。埏埴以为器，当其无，有器之用。凿户牖以为室，当其无，有室之用。故有之以为利，无 之以为用。" 3、黄峥说，"要把对成就一个无限完美的自己的兴趣，转移为对外部客观事物的兴趣。" 4、错误的正反馈："人生最不幸处，是偶一失言而祸不及；偶一失谋而事幸成；偶一恣行而获小利；后乃视为故常，而恬不为意，则莫大之 患，由此生矣。" 5、穷人的快乐是花钱，富人的快乐是省钱。 6、看见一个人的朋友圈签名是"顺大势，逆小势"。 7、去朋友家玩，还没进门，看见大门上贴着一个便条 "Those doors we open and close each day decide the lives we live". 现在他们要合租找室友了，合租公告里最后一段写着 "And those who were seen dancing were thought to ...

Core Viewpoint - The company reported strong financial performance for the six months ending June 30, 2025, with significant growth in revenue and net profit, driven by its strategic focus on the ICT sector and international expansion, particularly in Southeast Asia [1][2][5] Group 1: Financial Performance - The company achieved a revenue of HKD 45.5 billion, representing a year-on-year increase of 13.6% [1] - The net profit after tax was approximately HKD 610 million, reflecting a year-on-year growth of 34.7% [1] - The return on equity (ROE) stood at 13.7% [1] Group 2: Regional Performance - North Asia contributed approximately HKD 28.8 billion to revenue, accounting for 63% of total revenue, while Southeast Asia contributed about HKD 16.7 billion, making up 37% [1] - Southeast Asia emerged as a key growth area, with a revenue increase of 22.5% during the reporting period [2] - Notable revenue growth in Southeast Asia included 50% for Thailand, 45% for the Philippines, 31% for Malaysia, and 30% for Indonesia [2] Group 3: Strategic Partnerships and Market Expansion - The company significantly boosted its Apple business in Southeast Asia, achieving a remarkable growth rate of 104% [2] - The company supported numerous Chinese enterprises in expanding overseas, with domestic brand revenue in Southeast Asia increasing by 35% [3] - Huawei's business saw a substantial growth of 46%, with Indonesia and the Philippines experiencing increases of 194% and 171%, respectively [3] Group 4: Cloud Business Growth - The cloud computing segment experienced a robust growth of 67.9%, with Alibaba Cloud growing by 156% and Amazon Cloud by 293% [4] - The company became the exclusive distributor for VMware in May 2024, leading to a 295% increase in related revenue [4] - The subsidiary, Jiajie Cloud Star, reported a 63% increase in revenue, providing customized solutions in multi-cloud management and AI computing [4] Group 5: Domestic Market Development - Revenue in the China region grew by 8.9%, with a focus on localizing business operations [5] - The company established stable partnerships with domestic manufacturers, achieving over 70% market share for domestic brands [5] - The domestic business in computing power saw a 26% increase, supported by collaboration with Huawei [5] Group 6: Future Outlook - The company plans to continue its innovation-driven approach and explore new business models, including partnerships with third-party service providers [6] - There is an intention to expand into the field of embodied intelligence [7] - The company aims for sustainable development and value creation for shareholders and society [7]

美东时间周五，美股三大指数收盘全线收涨。截至收盘，道琼斯指数涨0.47%，收于44175.61点；标普500指数涨0.78%，收于6389.45点；纳斯达克综合指 数涨0.98%，收于21450.02点，续创新高。本周，道指累涨1.35%，纳指累涨3.87%，标普500指数累涨2.43%。 据新华社报道，美国总统特朗普8日下午在社交媒体上发文说，他将于下周五，即8月15日，与俄罗斯总统普京在美国阿拉斯加州会晤。俄罗斯总统助理乌 沙科夫稍后证实了这一消息。 受美俄寻求俄乌停火消息提振，市场风险情绪向好叠加美联储降息预期，美股科技股强势上扬。苹果领涨，推动纳指再创新高。 美国三大股指集体收涨 美东时间周五，美股三大指数收盘全线上涨。截至收盘，道琼斯指数涨0.47%，收于44175.61点；标普500指数涨0.78%，收于6389.45点；纳斯达克综合指 数涨0.98%，收于21450.02点，续创新高。 受美俄寻求俄乌停火消息提振，市场风险情绪向好，叠加特朗普提名"鸽派"美联储理事米兰，降息预期升温，美股科技股强势上扬。苹果领涨，推动纳指 再创新高。 热门科技股普遍上涨，苹果涨超4%，本周涨幅超13%，创下自20 ...

本文源自：金融界AI电报 苹果股价周五上涨4%，收于每股229.35美元，创下自2020年7月以来的最大单周涨幅。本周的股价变动 为苹果增加了超过4000亿美元的市值，目前其市值已达3.4万亿美元。当地时间周三，库克与特朗普在 白宫共同宣布，苹果计划在未来四年内向美国企业和美国产零部件投资1000亿美元。 投资者此前一直 担心，特朗普的部分关税政策可能会严重损害苹果的盈利能力。苹果在7月曾警告称，若政策无变动， 本季度预计将承担超过10亿美元的关税成本。 摩根大通分析师萨米克・查特吉周三写道："数月来，苹 果一直面临关税可能带来的潜在挑战，而苹果和蒂姆・库克在应对这种不确定性方面展现了高超的技 巧。"他对苹果股票给予"增持"评级。 ...

招商证券认为，8月中上旬，在前期市场明显上涨后，进入业绩披露月。整体来看，上市公司业绩喜忧 参半，部分涨幅比较大的偏主题概念类股票面临业绩披露前的调整压力。而8月下旬业绩披露靴子落地 后，重新进入业绩真空期状态。8月上旬，对于中美关税冲突升温的担忧可能一直反复，但是到8月12日 前后，新一轮关税事件节点落地后，更加临近大阅兵和四中全会，风险偏好有望重新恢复。 盘面上，芯片赛道崛起，富满微等多股涨停；医疗器械概念走强，赛诺医疗等多股涨停；大消费板块活 跃，饮料、食品等方向领涨；IP经济概念走高，锦泓集团涨停；苹果概念、消费电子板块冲高回落，朝 阳科技涨停。下跌方面，钢铁、煤炭、光伏、有色金属等反内卷概念领跌，军工产业链回调，教育、保 险、游戏、中药等板块跌幅居前。 焦点个股方面，5连板牛股倍加洁盘中跳水，一度上演"天地板"。昨日，倍加洁发布股票交易异常波动 公告称，经自查，公司生产经营情况正常，内外部经营环境未发生重大变化，内部生产经营秩序正常， 不存在影响公司股票交易价格异常波动的重大事宜，不存在应披露而未披露的重大信息。 展望后市，银河证券认为，预计市场维持在震荡偏高中枢运行，关注结构性机会。 热门板块 1 ...

Market Overview - The three major U.S. stock indices opened higher, with the Nasdaq up 0.18%, the S&P 500 up 0.14%, and the Dow Jones up 0.17% [1] Company Highlights - Apple shares rose by 1.7% after White House officials revealed that the company committed to investing an additional $100 billion in domestic manufacturing in the U.S. [1] - Nvidia's stock fell over 1% as the company issued a statement clarifying that its chips do not have backdoors, termination switches, or monitoring software [1] - Advanced Micro Devices (AMD) saw a decline of 6.6% as its adjusted net profit for the second quarter dropped 31% year-over-year, with data center business revenue growth falling short of expectations [1] - Super Micro Computer's stock plummeted by 17.6% after the company reported fourth-quarter results that missed expectations and significantly lowered its full-year revenue guidance [1] - Novo Nordisk's shares decreased by 3.2% as its second-quarter sales grew 18% year-over-year, which was below expectations, and the company anticipates a slowdown in GLP-1 drug growth in the second half of the year [1]

这恰似7万家在华美企的集体焦虑：特朗普的关税大棒已挥出79%的钢铝关税，皮鞋、电子、汽车税率 如火箭般蹿升。企业被逼在两条路间抉择：要么留下拥抱每年6000亿美元的中国市场，要么出走承受万 亿级损失。苹果们突然发现，自己正站在一个没有赢选项的岔路口。 大连苹果直营店关闭卷帘门那一刻，印度媒体欢呼"苹果在中国市场撤退"。可同一天，苹果中国官网挂 出深圳新店预告，标题赫然写着"我们热爱中国"。这家全球市值最高的公司，正上演着一场精神分裂式 的市场摇摆——库克嘴上说"中国制造不可替代"，流水线却加速迁往印度。 ...

Core Viewpoint - Transsion Holdings, a budget smartphone manufacturer listed on the Shanghai STAR Market, is reportedly considering a secondary listing in Hong Kong with a potential fundraising target of up to $1 billion [2][3]. Group 1: Company Overview - Transsion Holdings has rapidly risen by focusing on budget smartphones priced between $100 and $200, establishing a dominant position in the African market and ranking among the top five global smartphone manufacturers [3][5]. - The company has faced challenges due to increased competition from domestic smartphone manufacturers in Africa and setbacks in new market expansions [3][6]. Group 2: Financial Performance - The company's revenue growth was robust until the first half of last year, achieving a 38% year-on-year increase to 34.6 billion yuan, but it experienced a significant downturn in the second half, with an 8.3% decline [7]. - In the first quarter of this year, Transsion reported a 25.5% year-on-year drop in revenue to 13 billion yuan, down from 17.4 billion yuan in the same period last year, and a 70% decline in net profit to 497 million yuan [7]. - The gross margin decreased from 21.4% to 19.3%, while competitors like Xiaomi and Apple reported gross margins of 22.8% and 35.9%, respectively [7]. Group 3: Market Challenges - Transsion's market share in Africa fell from 52% to 47% in the first quarter, ending a seven-quarter growth streak, while Southeast Asia and the Middle East saw declines of 20% and 30% in shipment volumes, respectively [7][8]. - The company is shifting its strategy from "growth at all costs" to pursuing higher-margin products, which may improve its situation in the second half of the year [8]. Group 4: IPO Considerations - Despite its current challenges, Transsion is encouraged by the booming IPO market in Hong Kong, which has attracted many Chinese companies for secondary listings [5][8]. - The potential Hong Kong listing could provide a new investment channel for investors in the Chinese smartphone manufacturing sector, although the company may need to issue shares at a price lower than its STAR Market valuation to raise the targeted $1 billion [8].

Core Viewpoint - Apple supplier Genius Electronic Optical is reportedly considering restarting its IPO process in Hong Kong [1] Company Summary - Genius Electronic Optical is a supplier for Apple, indicating its significance in the supply chain [1] - The potential IPO in Hong Kong suggests a strategic move to raise capital and enhance its market presence [1] Industry Summary - The consideration of an IPO by a major supplier like Genius Electronic Optical reflects ongoing trends in the tech supply chain and capital markets [1] - The Hong Kong market remains a viable option for tech companies seeking to access capital and investor interest [1]