转自：喵大白话 双胞胎上三休五有望了！！ 我: 男大学生不都长这样吗? 锡纸烫锅盖头+黑框眼镜 00 当我意识到实习生是对双胞胎之后,我就开始观察两人有 何异同。 2 公众号 · 喵大白话 公司有对双胞胎只派其中一个来上班 干了快一个月才知道我们公司的实习生居然是对双胞胎。 同事和我说他俩是双胞胎的时候我大为震撼。 同事:你没有发现他俩长得一模一样吗 ... 我:男大学生不都长这样吗?锡纸烫锅盖头+黑框眼镜 00 当我意识到实习生是对双胞胎之后,我就开始观察两人有 何异同。 结果昨天我惊奇地发现,只有一个人来上班了! 因为两人苹果手表腕带不一样! 昨天我看到的"两个人" 却戴着一样的苹果手表! #搞笑 #抽象 #请领导放心 #上班摸鱼 #我喜欢上班 #办公 室精神状态 #我们永远不加班 3小时前 浙江 80公众号码带着数 翻车鱼宝宝和成年翻车鱼的比较图 最多情報局 @tyomateee · 20小时 大人のマンボウと赤ちゃんを比較すると... 2 公園品牌本 t J 5,191 Q 97 %公公司 - 株办国语 8 公 8 0 日 8 5 6 1 8 2 8 那很爽了一人入职两人轮班 赚到的工资先给另一人交灵 ...

来源：环球网 【环球网科技综合报道】8月27日消息，据路透社报道，德国法兰克福的一家地方法院日前作出裁决， 苹果的相关广告涉嫌误导消费者，该公司不得再在德国将苹果手表宣传为碳中和产品。 路透社报道称，苹果此前在网上宣称苹果手表是"我们的首款碳中和产品"，然而，这一说法被陪审团判 定毫无根据，违反了德国竞争法。苹果的依据是其位于巴拉圭的一个项目，通过在租赁土地上种桉树来 抵消碳排放。但生态学家批评这种单一树种种植破坏生物多样性、耗水量大，是"绿色沙漠"。而且，法 院指出该项目75%区域租赁协议2029年后无保障，苹果无法确保合同续签，项目能否持续存疑。 苹果虽称法院裁决肯定了其严谨的碳中和做法，但拒绝就是否上诉表态。此前苹果还曾表示德国诉讼会 阻碍可信的企业气候行动，如今却要逐步取消苹果手表"碳中和"标签以遵守欧盟法规。 除苹果外，Meta和微软也有类似投资换碳信用额度的行为。此次德国环境援助组织胜诉，其负责人指 出商业桉树种植园二氧化碳储存时间短、保障不足、生态完整性无保障。这一裁决也给其他企业敲响警 钟，在环保宣传上必须真实可靠，否则将面临法律风险。（旺旺） ...

Group 1 - The article discusses the rising popularity of the Chinese digital content creator "He Tongxue" on YouTube, with his new account "HTX Studio" gaining over 1 million followers in a year and achieving a total view count of over 181 million [3][4] - The estimated annual income from YouTube ads for He Tongxue ranges from $144,000 to $2.34 million, equivalent to approximately 1.03 million to 16.8 million RMB [4] Group 2 - OpenAI's CEO Sam Altman is transferring daily operations to Fidji Simo, the CEO of application business, to focus on fundraising and advanced projects [6] - The U.S. government is investing $8.9 billion to acquire 9.9% of Intel's shares, making it a major shareholder [7] - Huawei Cloud is undergoing organizational restructuring to focus on AI, with multiple departments being merged or eliminated [7] Group 3 - Lantu Motors is set to list on the Hong Kong Stock Exchange, having achieved a cumulative production of over 200,000 vehicles [8] - Elon Musk is recruiting for a new AI software company named "Macrohard," which aims to challenge Microsoft [8] Group 4 - Coca-Cola is considering selling its UK coffee chain Costa Coffee, having hired Lazard to evaluate options [10] - OPPO has responded to Apple's lawsuit regarding alleged theft of trade secrets, asserting that it has not infringed on Apple's business secrets [10] Group 5 - Canva has initiated an employee stock sale plan, raising its valuation to $42 billion [10] - Dongfang Zhenxuan reported a 32.7% decline in net revenue for the fiscal year 2025, while still achieving profitability in its core business [11] Group 6 - Nvidia's CEO Jensen Huang revealed plans to export a new AI chip to China, pending U.S. government approval [11] - I Love My Home announced that its actual controller's shares will be auctioned off, representing 4.88% of the company's total shares [11] Group 7 - Country Garden expects a net loss of between 18.5 billion to 21.5 billion RMB for the first half of the year, attributed to declining project settlements and increased asset impairments [11] - Kweichow Moutai has upgraded its anti-counterfeiting measures for its premium liquor products [11] Group 8 - As of the end of July, China's total installed power generation capacity reached 3.67 billion kilowatts, a year-on-year increase of 18.2% [19]

（原标题：百亿收购、绑定Plessey，歌尔豪赌AR） 作者 | 耿宸斐 编辑 | 宋婉心 黄绎达 近一个月来，歌尔股份在AR产业链上游接连布局——先是以104亿港元（折合人民币约95亿元）收购香港米亚和昌宏实业两家精密结构件公司， 随后又透过子公司给Haylo提供了一笔1亿美元有息借款，以跨境支持Haylo收购英国Micro-LED巨头Plessey。 相关信息显示，香港米亚和昌宏实业是苹果原先的手机结构件制造商之一，随着苹果开辟手表业务，两公司又成为苹果手表金属中框的核心供应 商之一。Plessey则在Micro-LED领域内颇有名气，是Meta多年的显示屏技术供应商。 "按2025年全球智能手表出货2.2亿只、AR眼镜900万台计，若歌尔股份分别拿下15%、20%份额，营收增量将达220亿至260亿元，相当于其2024年 总营收的25%～30%。并购金属件业务后，单机平均售价可提升8美元至10美元，利润弹性将更为可观。"卢克林补充道。 AR翻身局 歌尔股份在收购香港联丰全资子公司香港米亚及昌宏实业100%股权的公告中表示，收购旨在增强公司在精密结构件领域内的综合竞争力，深化垂 直整合能力，持续巩固与行业 ...

Core Viewpoint - The legal dispute between Masimo and Apple centers around the blood oxygen functionality in Apple Watches, with Masimo alleging that U.S. Customs and Border Protection (CBP) improperly allowed Apple to import watches equipped with pulse oximeter technology without consulting Masimo [1][3]. Group 1: Legal Dispute - Masimo has filed a lawsuit against CBP in federal court, claiming that the agency reversed its previous decision regarding the importation of Apple Watches with blood oxygen reading capabilities without notifying Masimo [3]. - The conflict between Masimo and Apple has been ongoing, with Masimo accusing Apple of poaching its employees and stealing technology for the pulse oximeter used in Apple Watches [3]. - In 2023, Masimo successfully convinced the U.S. International Trade Commission (ITC) to block the import of Apple Series 9 and Ultra 2 smartwatches due to patent infringement related to blood oxygen level reading technology [3]. Group 2: Recent Developments - On August 14, Apple announced it would reintroduce the blood oxygen reading feature in its smartwatches, contingent upon CBP's approval, which Masimo argues was granted without proper consultation [3]. - Masimo contends that CBP's actions undermine its rights and responsibilities, emphasizing that the agency should enforce the ITC's exclusion order rather than create loopholes [3]. - Masimo is seeking a court order to halt CBP's decision and prevent Apple from selling watches with blood oxygen functionality [3].

8月15日，据外媒9to5Mac报道，即将推出的iPhone 17系列亮点颇多。基础款或配6.3英寸屏与120Hz显示 屏，还有2400万像素前置摄像头；Pro机型背面摄像头排列有变，可能换用铝边框；Pro Max机身稍厚或 为装大电池。价格方面，iPhone 17被曝约800美元，Pro Max 1250美元，Pro机型约1050美元，且Pro存 储选项或减少。 来源：环球网 【环球网科技综合报道】苹果通常在秋季发布新硬件，今年9月或再掀科技热潮，届时iPhone 17系列、 苹果手表和AirPods更新产品有望亮相。 超薄iPhone Air也备受关注，外媒指出它可能取代Plus机型，厚度仅5.5毫米，配6.6英寸屏，售价950美 元。不过，为追求轻薄，它或只有一个后置摄像头镜头，底部扬声器空间也可能不足。 苹果手表方面，Ultra 3和Series 11或具备血压监测功能，Ultra 3还可能有更快充电速度等升级；第三代 苹果手表SE显示屏或更大。此外，AirPods Pro 3或采用更时尚设计，配备触摸控制等，而H3芯片将增 强降噪等功能。（旺旺） ...

周四，三大指数波动不大，标普500指数连续第三个交易日创历史新高。美国最新公布的PPI数据强于预 期，促使交易商减少对美联储下月降息的押注并令美国国债走低。对货币政策变化最为敏感的两年期国 债收益率一度上涨两个基点，至3.69%，扭转了早些时候的跌势。美元兑一篮子货币亦上涨。利率互换 显示，美联储在9月会议上降息的可能性为90%，而在一天前，市场已经完全消化了美联储9月的降息。 【美股】截至收盘，道指跌11.01点，跌幅为0.02%，报44911.26点；纳指跌2.47点，跌幅为0.01%，报 21710.67点；标普500指数涨1.96点，涨幅为0.03%，报6468.54点。英特尔(INTC.US)涨7.38%，纳斯达克 中国金龙指数跌2.13%，阿里巴巴(BABA.US)跌3.64%。 【欧股】德国DAX30指数涨190.84点，涨幅0.79%，报24380.75点；英国富时100指数涨10.51点，涨幅 0.11%，报9175.74点；法国CAC40指数涨65.37点，涨幅0.84%，报7870.34点；欧洲斯托克50指数涨 47.40点，涨幅0.88%，报5435.65点；西班牙IBEX35指数涨1 ...

Market Overview - The S&P 500 index reached a new all-time high for the third consecutive trading day, while the Dow Jones and Nasdaq experienced slight declines [1] - The latest PPI data in the U.S. exceeded expectations, leading traders to reduce bets on a rate cut by the Federal Reserve next month [1] - The two-year Treasury yield rose by two basis points to 3.69%, reversing earlier declines [1] U.S. Economic Indicators - The PPI increased by 0.9% month-over-month and 3.3% year-over-year, marking the highest inflation rate in three years, driven by a surge in service costs [6] - Initial jobless claims decreased by 3,000 to 224,000, indicating that employers are reluctant to lay off workers [7] - The average rate for a 30-year fixed mortgage fell to 6.58%, the lowest since October of the previous year [8] Company-Specific News - Berkshire Hathaway reduced its stake in Apple by 20 million shares while establishing new positions in UnitedHealth and Nucor [8] - Hillhouse Capital's HHLR Advisors reported a total market value of $3.105 billion, with over 90% in Chinese stocks, highlighting a strong preference for quality Chinese assets [9] - The Trump administration is negotiating a potential investment in Intel to support its domestic manufacturing efforts [10] - Apple Watch's blood oxygen tracking feature has returned to the U.S. market after a legal dispute, now allowing data to be displayed on paired iPhones [11]

Group 1: Market Overview - US stock markets experienced gains, with the Dow Jones up 0.18%, Nasdaq up 1.21%, and S&P 500 up 0.73% [1] - Notable stock performances include Apple rising 5.09%, Amazon up 4.00%, and Tesla increasing by 3.62% [1] Group 2: Trade and Tariffs - Trump plans to impose a 100% tariff on chip products, with exemptions for companies like Apple that manufacture in the US [2] - Japan has raised concerns over US tariff announcements, demanding corrections, while the US will impose an additional 15% tariff on Japanese products [3] Group 3: Apple Developments - Apple is collaborating with Samsung to introduce innovative chip manufacturing technology for iPhone and other products [4] - Apple has partnered with Corning to produce 100% of iPhone and Apple Watch-related products in Kentucky, USA [5] - Apple is investing an additional $100 billion in US manufacturing amid tariff pressures [2] Group 4: Tesla Innovations - Tesla is training a new Full Self-Driving (FSD) model, which is expected to be ten times more capable than the current version [6][12] - The FSD system is anticipated to be publicly released by the end of next month, with advanced features being integrated [12] Group 5: Industry Trends - The Chinese pan-anime user base is growing, with the market expected to reach 597.7 billion yuan by 2024, driven by diverse product forms and a younger demographic [10] - The national integrated computing network is progressing, with the release of nine technical documents aimed at enhancing resource scheduling and security [14]

Core Viewpoint - Japan Display Inc. (JDI) is selling part of its liquid crystal panel manufacturing equipment from the Mobara factory to China's HKC, marking a significant shift in its operations as it ceases production for Apple, which previously accounted for 60% of its sales [1][2]. Group 1: Equipment Sale and Production Changes - JDI will stop production at the Mobara factory, which was originally scheduled to operate until March 2026, but is likely to cease operations by 2025 to reduce fixed costs [1]. - The equipment being sold includes manufacturing tools for liquid crystal and OLED panels, with the sale amount expected to be in the billions of yen [1]. - JDI's production for Apple peaked at approximately 380 billion yen in the fiscal year 2019, but is projected to drop to zero in the future [1][2]. Group 2: Company Background and Financials - JDI was established in 2012 under the leadership of the Japan Innovation Network (INCJ), which invested a total of 462 billion yen and plans to sell all its shares by March 2025 [2]. - The company has faced long-term operational difficulties, leading to a necessary scale reduction to maintain financial balance [1]. Group 3: Market Position and Collaborations - HKC ranks fifth globally in the market share for large-size liquid crystal panels used in televisions and personal computers [1]. - JDI and HKC had previously reached a collaboration agreement in 2023 regarding OLED business, but the mass production plans have since been shelved [1].