小米为了抢镜连名字都不要了，苹果还在唯唯诺诺安享晚年，自从被贴上了"挤牙膏"的标签，苹果也是 在摆烂的赛道上一去不复返，今天咱们就来聊聊苹果最新的骚操作。 ...

业内人士认为，银行通过线上宣传、线下讲解等多种形式，扩大政策知晓度，同时优化贷款办理流程， 提升服务效率，有利于让更多消费者享受到消费贷贴息政策与金融服务的双重支持，切实将政策红利转 化为服务消费者生活的实际动能。 个人消费贷款贴息政策实施已满10天。上海证券报记者自业内采访获悉，多家银行正在抓住政策红利， 通过支持买手机、买车、装修等多元消费场景，火力全开借势拓客，也激发了消费市场的潜力和活力。 记者了解到，浦发银行也与百联集团，围绕商业引流、消费场景创新等多维度进行了合作。一位浦发银 行客户在百联集团旗下第一百货商业中心购买日用消费品时，使用浦发银行消费贷产品（浦闪贷）完成 支付，享受了贴息政策的优惠。 线上线下结合 精准激活消费潜力 多家银行正在积极推广宣介个人消费贷贴息政策，让越来越多消费者享受实惠。 "苹果新机刚刚亮相，就收到银行短信，宣传消费贷有贴息'红包'。"上海一名消费者告诉上证报记者， 听说信用卡还有24期0分期利率，就想着换个手机，之前手机太卡了。 以分期方式"尝鲜"苹果新机，已成为普遍的购买方式——据苹果官网，今年有招商银行等四家机构支持 免息分期服务。 掌上生活App显示，9月10日至 ...

切换 Or 新高及空天算力行业前瞻 20250908 摘要 海外光模块需求暴增，预计 2026 年市场乐观，估值取决于 2027 年是 否持续增长，若持续增长，2026 年估值或达 20-30 倍。 国内光模块市场集中度提高，易中天、旭创和新易盛市占率提升，议价 权增强，业绩确定性提高，可更好应对关税影响。 AI 发展趋势是中长期全球共识，国内外共振下，2027 年光模块需求或 将持续增长，A 股估值有望维持在 30 倍左右。 商业航天领域，中国联通等已获卫星牌照，卫星产业链竞争激烈，普天 科技承担太空算力运营商角色，潜力巨大。 太空算力通过算力租赁、星缆计划等模式，实现卫星间通信和对地厘米 级监控，预计带来 10-20 亿净利润和 200-300 亿营收。 AI 板块回调因预期过高，但长期逻辑不变，海外 AI 投资持续投入，四季 度或现布局机会，液冷产业链受益于 B 端 AI 应用。 星缆计划通过卫星接力传输和激光通讯，解决低时延和高带宽问题，加 速 6G 空天信息基础设施建设，并解决跨境交易问题。 Q&A 当前光模块市场的表现如何，未来的趋势是什么？ 光模块市场从今年（2025 年）年初以来表现强劲，特别 ...

Market Overview - The market experienced a consolidation phase after a rapid increase, which is seen as a positive development for long-term growth [3][5] - Today's trading volume was 2.68 trillion, a decrease of 462.1 billion from the previous day, indicating a normal rotation and rebound in the market [5] Market Sentiment - The current market sentiment remains bullish, with a focus on maintaining positions in stocks that are in an upward trend [4][5] - Key signals to watch include the performance of the brokerage sector and the time window around September 3 [4] Sector Performance - The technology sector continues to be the strongest area, with significant interest in areas such as AI hardware, consumer electronics, and the Huawei supply chain [5][10] - Financials, particularly banks and brokerages, are also highlighted as stable investment options, with a focus on maintaining positions [8] Investment Strategy - A suggested allocation strategy includes 70% in technology and 30% in lower-positioned sectors, emphasizing the importance of identifying stocks with upward trends and strong fundamentals [6][8] - Specific sectors to consider for investment include consumer electronics, innovative drugs, and large consumer goods, with a focus on those that are currently undervalued [10]

Group 1 - The core achievement of Xiaomi's YU7 is the record-breaking pre-order of over 200,000 units within three minutes, validating its new car launch model [1] - Xiaomi's marketing strategy involves a "three-step jump" approach, which includes pre-heating prices, emphasizing high costs at launch, and then offering a lower price to create excitement [1] - The phenomenon of "scalpers" reselling orders at significant markups has emerged, with some reselling for tens of thousands of yuan, indicating a supply-demand imbalance [1] Group 2 - The existence of negative effects, such as scalpers, increases consumer transaction costs and disrupts market order, which should not be solely borne by the market [2] - Companies are beginning to recognize their responsibilities, as seen with Apple's policy changes and Xiaomi's updates on order delivery timelines, although these measures have had limited impact [2] - To eliminate the "scalper era," a multi-faceted approach is needed, including consumer education, enhanced platform regulation, and optimized brand strategies [2] Group 3 - Xiaomi's marketing approach has faced scrutiny, indicating that the "Xiaomi-style marketing" may backfire due to excessive focus on traffic generation [3] - Companies must balance the benefits of traffic with the responsibility to consumers and the market, transitioning from a "traffic frenzy" to a "responsibility-driven" model [3] - The importance of safety and responsibility is emphasized as being more valuable than mere popularity [3]