Smart glasses has been where it's at from a hardware perspective. For meter, how can they push that story forward. Yeah, I think it's just integrating more of that capability with with Marcos vision on metal.Right. Like they've given some applications in terms of some of the translation capabilities being able to, you know, have some of the augmented reality capabilities. And I think you'll just see, you know, we expect to see more of that tonight.So really the vision of generative AI coming at the heart an ...

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of Apple are moving higher this morning. Initial orders for the latest iPhone perhaps looking strong. Let's go over to Steve Kovac.Steve, are they strong. >> Yeah, they seem strong or at least stronger than they were a year ago. Uh David, so you might be annoyed if you ordered a new iPhone and there's a long wait time there.But that's actually good news for Apple investors because the longer the wait times are, that's the best signal that demand is actually stronger. So, a bunch of analysts came out with no ...

科技反攻，上证盘中再创新高 2025 2025年年99月月88日日-2025 -2025年年99月月1212日日 基金投顾观点 本周A股市场上涨，上证指数盘中创本轮新高，债市调整，COMEX黄金涨幅走缓，美股创新高。具体来看，本周市场有以下几个重要方面 ： | 本周市场全面上涨，上证指数盘中新高3892.74点，沪深两市日均成交额2.29万亿元，虽连续两 | | --- | | 周下降，但仍处于历史高位水平。从周线来看，A股市场仍呈多头排列。申万一级行业上，电 | | 子、房地产、农林牧渔涨幅居前，综合、银行、石油石化跌幅居前。恒生指数上涨，港股表现 | | 强于A股。 | 债市方面，本周资金面偏紧，债市下跌，利率债和信用债均走弱。基本面来看，本周公布的通 胀数据显示PPI同比跌幅收窄，整体数据符合预期。政策面来看，基金费用新规鼓励长期持有， 上调债基赎回费下限，尤其在目前债券收益较薄的情况下，对债券基金不利，因而债基持续抛 售债券，市场恐慌情绪蔓延，尤其长债调整幅度较大。从机构行为来看，基金持续卖出债券， 配置盘有一定的承接买入。 商品方面，本周宏观事件密集，地缘政治方面俄乌僵持、委内瑞拉冲突、卡塔尔发生爆 ...

以下文章来源于差评X.PIN ，作者托尼 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 本文来自微信公众号： 差评X.PIN （ID：chaping321） ，作者：粿条，编辑：米罗，题图来自：AI 生成 我是没想到，现在二手贩子为了卖手机又想出了新招，并且这回还是冲着低龄儿童们的零花钱来的。 是这么回事儿，前阵子托尼在刷视频找选题的时候，发现了一个特别奇怪的视频。 它的标题是这样的： 最初只看标题，托尼还以为是什么抽象视频，所以作为知名网络鉴史专家，我决定先点进去尝尝咸 淡。 但整个视频看下来让人一头雾水，它既不抽象，但又不知所云，搭配上那一些五颜六色的包装纸，以 及打包过程中AI配音的碎碎念，有一瞬间让我开始怀疑：是不是我对于抽象艺术的品鉴退步了？ 为了不浪费你们生命中宝贵的1分多钟，我给你们总结下视频的文案内容： "未成年小孩想要主播送手机，一顿给主播说好话。主播差点被感动哭了，结果点开小孩的主页一看， 小孩压根没点关注。然后主播生气地说，要是你们不在评论区哄哄我，再给点个关注和小心心的话， 主播就再也不给你们打包礼盒了。要是把我 ...

But services did the heavy lifting. The important segment's revenue rose to $27.42 billion, up about 13% year over year, and represented roughly 29% of total sales for the period. More importantly for investors, Apple's services carry structurally higher profitability. To this end, Apple's services gross margin was about 76% in the quarter, versus roughly 35% for products. That spread explains why steady services growth can move overall earnings even when device cycles ebb and flow."Today Apple is proud to ...

本文来自微信公众号：新周刊 （ID：new-weekly），作者：何驰，题图来自：视觉中国 2025年的秋天，64岁的库克站在乔布斯剧院，宣告苹果"史诗级"的"科技春晚"正式开场。 苹果高管团队中，近半数已年过六旬，要搁咱们这儿，都是一帮快退休打鸟、跳广场舞的人了。 这次的主题是"超燃"（Awe dropping），有人调侃是"超难"，一个焦虑的科技巨头，正在进行一场关乎其未来存亡的艰难博弈。 图/社交媒体截图 这场发布会推出了3款iPhone、3款Apple Watch和一款AirPods Pro 3耳机，被网友调侃为"年年挤牙膏，今年终于挤爆了"。资本市场给出最直接 的反馈——苹果股价盘中跌幅接近2%。 这些年，苹果可谓成了"老祖宗严选"，年年宣称史诗级飞跃、开创性创新，最后却总像"老房子翻新"，年年就挤出那么点牙膏来，国行版还 是个阉割版。今年，你还会买单吗？ 一、"薄有什么用，买回来还不是要贴个膜、套个壳" 当晚最大的亮点当属"史上最薄"的iPhone Air，5.6毫米的厚度相当于三枚叠在一起的1元硬币。有分析师预测，iPhone Air在2025年出货量能达 1000万台。为了这极致轻薄，苹果牺牲 ...

Apple is Running the Biggest A/B Test in History Right Before Your EyesLeonardo Bilhalva3 min read·Just nowJust now--Press enter or click to view image in full sizeSource: Apple Inc.During the Awe Dropping event, September 9th, 2025, Apple held its typical event for this time of year, focused on announcing its new tech products. What breaks the pattern is the disruptive way the company is positioning itself in the market, using one of its launches to measure the future of the entire company.This very Septem ...

Core Insights - The stock of industrial hardware companies, particularly Industrial Fulian, has surged significantly, with a recent price of 59.04 yuan per share, marking an increase of over 300% from its lowest point of 14.58 yuan this year, and a market capitalization exceeding 1.15 trillion yuan [1][2] - The demand for AI servers is expanding globally, with a forecasted market size of approximately 581 billion USD by 2029, growing at a compound annual growth rate (CAGR) of 38% from 2024 to 2029 [1] Company Performance - Industrial Fulian reported a robust performance in the first half of the year, achieving total revenue of 360.76 billion yuan and a net profit of 12.11 billion yuan, representing year-on-year growth of 35.58% and 38.61% respectively [2] - In Q2, the company’s revenue surpassed 200 billion yuan for the first time, reaching 200.34 billion yuan, with a year-on-year growth of 35.9%, and a net profit of 6.88 billion yuan, up 51.1% year-on-year, both setting historical highs for the period [2] - The revenue from AI servers grew over 60% year-on-year, while the overall server revenue increased by more than 50% [2] Market Dynamics - The recent announcements from Apple regarding new product launches, including the iPhone 17 series, and the significant agreement between OpenAI and Oracle for a 300 billion USD power purchase agreement, have catalyzed the stock price increase of Industrial Fulian [1][2] - Industrial Fulian is not only a core supplier for Apple but has also established a competitive edge in the AI computing supply chain, contributing to its stock performance [2] - The company’s high-speed switch business has also seen substantial growth, with 800G switch revenue in the first half of 2025 expected to nearly triple compared to the entire year of 2024 [2]

Market Overview - Major A-share indices collectively surged, with the Shenzhen Component Index and ChiNext Index reaching new highs since July 2022 [1] - The Shanghai Composite Index rose by 1.65% to 3875 points, while the Shenzhen Component Index increased by 3.36%, and the ChiNext Index climbed by 5.15% [1] - Total trading volume reached 2.46 trillion yuan, an increase of 460.6 billion yuan compared to the previous trading day, with over 4200 stocks rising [1] Sector Performance - CPO concept stocks experienced a significant rally, with over ten stocks including Zhongji Xuchuang and Tianfu Communication rising more than 10% [1] - The PCB, electronic components, and semiconductor sectors showed strength, with notable gains in laser radar, F5G concept, copper cable high-speed connections, AIPC, and liquid cooling concepts [1] - Conversely, the precious metals and jewelry sectors declined, while the CRO sector saw a rebound after an initial drop [1] CPO Concept Stocks - A surge in CPO concept stocks led to a wave of limit-up stocks, with over 15 stocks including Tengjing Technology and Jinxin Nuo hitting the upper limit [2] - Citigroup noted that despite significant price increases in Chinese optical module stocks, the overall narrative remains strong, with a projected demand visibility enhancement by 2027 [2] - Target prices for Zhongji Xuchuang, Xinyi Technology, and Tianfu Communication were raised to 569 yuan, 472 yuan, and 196 yuan respectively [2] HPV Vaccine Sector - HPV vaccine stocks saw a rise, with Kanghua Biotechnology increasing over 5% and other related companies also gaining [3] - The Chinese government announced plans to provide HPV vaccination services for eligible girls and included the HPV vaccine in the national immunization program [3] - The domestic high-risk HPV vaccine has been widely used in clinical settings, improving accessibility and affordability [3] Apple Concept Stocks - Apple-related stocks strengthened, with companies like Industrial Fulian and Luxshare Precision hitting the upper limit [4] - Apple held its fall product launch event, introducing new AirPods Pro, three Apple Watch models, and the iPhone 17 series [4] - CEO Tim Cook highlighted the iPhone 17 Pro as a significant advancement in the Pro series [4] CRO Sector - The CRO concept experienced fluctuations, with the index initially dropping over 4% [5] - Notable declines were seen in stocks like Nuo Si Ge and Pu Rui Si, which fell over 5% [5] - Reports indicated potential stricter restrictions on innovative drugs from China by the Trump administration, though the White House quickly denied active consideration of such measures [5] Precious Metals Sector - Precious metal stocks faced declines, with Western Gold falling over 3% and several others dropping more than 2% [6] Individual Stock Movements - Shenghong Technology surged over 16%, reaching a new historical high with a market capitalization exceeding 280 billion yuan, marking a 703% increase year-to-date [7] - Market sentiment suggests a potential upward trend, despite short-term resistance and limited pullback space [7]