手机品牌大厂掀起超薄手机大战，继非苹龙头三星率先推出旗下首款超薄AI手机S25 Edge之后，苹果传 出将在9月发表超薄手机iPhone 17 Air迎战。在二大手机品牌厂齐推下，超薄手机有望掀起新一波买 气，法人看好将助攻鸿海、台积电、大立光、美律、晶技、稳懋等供应链。 业界分析，随着手机用户对便捷的要求日益严苛，加上生产技术进步，催生超薄手机问世。超薄手机最 大特色是机身厚度比一般主流手机更轻薄，目前业界标准是机身厚度必须小于6mm，三星新问世的S25 Edge机身仅5.85mm，iPhone 17 Air据传更薄，仅5.65mm。 供应链方面，鸿海、台积电、大立光、美律、晶技、稳懋等台厂均有望受惠。法人表示，超薄手机销售 量若能开出红盘，台系手机链将雨露均沾。 而三星S25 Edge未来销量将成为市场风向球，并可能牵动后续其他品牌厂布局。 法人指出，相较于折叠机外型大幅改变，超薄手机仍与主流手机相似，加上因规格略低于旗舰机种，因 此售价也可能较便宜，预料市场接受度也会较好，商机规模也有望快速扩大，对手机供应链而言有正面 帮助。 超薄手机成为今年市场热门话题，不仅是机身厚度更薄，主要是用户对于俐落、简约的 ...

Group 1: Product Launches - Xiaomi held its 15th anniversary strategic product launch event, introducing several new products including the Xiaomi SoC chip "Xuanjie O1," Xiaomi 15S Pro, Xiaomi Pad 7 Ultra, and the first SUV "Xiaomi Yu7" [1] - The Xiaomi 15S Pro features advanced gaming capabilities with a cooling system and supports 4K night video [6] - The Xiaomi Pad 7 Ultra is the company's first tablet with an OLED screen, offering a 14-inch display and supporting various file formats for seamless integration with the Apple ecosystem [11][13] - The Xiaomi Yu7 SUV is positioned as a luxury high-performance vehicle with unique design features and multiple color options [18] Group 2: Chip Development - The self-developed 3nm "Xuanjie O1" flagship processor is designed to compete with Apple's chips, featuring 190 billion transistors and a compact size of 109mm² [2] - Xiaomi plans to invest 200 billion RMB in R&D over the next five years, doubling its previous five-year investment of 102 billion RMB [4] - The development of the Xuanjie O1 chip has been challenging, with over 13.5 billion RMB invested in R&D as of April this year and a team of over 2,500 people [4] Group 3: Pricing and Features - The starting price for the Xiaomi 15S Pro is 5,499 RMB, while the Xiaomi Pad 7 Ultra starts at 5,699 RMB for the 256GB version [6][16] - The Xiaomi Watch 4 features a self-developed baseband with a long battery life of 9 days in eSIM scenarios, priced from 1,299 RMB [15] Group 4: Home Appliances - Xiaomi also launched five new smart home appliances, including the Pro series air conditioner, French refrigerator, dual-zone washing machine, washing and drying set, and the S98 television, all of which support national subsidies [19]

大势就是大概率事件，大概率事件就是大胜率 。大道至简，每个人都知道顺势而为，但却忽略了顺势本身就是在做大胜率的事。 ——笔记哥《交易》 【笔记20241101— 2024剧情高潮 即将开启（+股市下跌-财新PMI好于预期+资金面均衡宽松=微下)】 资金面均衡宽松，长债收益率小幅下行。 央行今日公开市场开展171亿元7天期逆回购操作，操作利率为1.50%。今日2926亿元逆回购到期。净回笼2755亿元。 资金面均衡宽松，DR007加权利率大幅下行至1.55%左右。 | | | | 银行间资金 | (2024. 11. 1 ) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购代码 | 加权利率 | 变化 | 利率走势 | 最高利率 | 变化 | 成交量 | 变化量 | 成交量占 | | | (%) | (bp) | (近30天) | (%) | (bp) | (亿元) | (亿元) | 比 (%) | | R001 | 1.48 | -6 | | 2. 20 | -66 | 69691.03 | 20766. 20 | 9 ...