来源：环球网 【环球网科技综合报道】8月27日消息，据外媒9To5Mac报道，随着发布会日期的临近，一系列关于新 品和旧品去留的消息也甚嚣尘上。据悉，此次发布会后，苹果将有七款产品停产，一场产品线的"大换 血"即将上演。 除了iPhone，苹果的其他产品也有变动。Apple Watch Series 10和Apple Watch Ultra 2预计也将停产。苹 果向来会更新其Series系列手表，此次更新也在情理之中。而AirPods Pro 2的命运则有些悬念，虽然它 有可能停产，但如果AirPods Pro 3价格较高，它也可能以相同或更低的价格继续销售。（旺旺） 9To5Mac方面指出，此次将有四款iPhone告别市场。iPhone 15和iPhone 15 Plus在iPhone 17系列登场后， 大概率会从苹果商店下架。虽然其他零售商可能还会继续销售，但苹果自家门店或将不再有它们的身 影。 而iPhone 16 Pro和iPhone 16 Pro Max也将让出"宝座"，被iPhone 17 Pro和iPhone 17 Pro Max取代。与以往 对旧款旗舰降价销售不同，苹果这次选择直接停售，足见其 ...

女明星一恋爱，网友就闹心。 张维伊对耳机很执着，网友对此很困惑，以至于新一期节目里，后期干脆给他耳机打了码。 一代人的童年女神董璇，领着她的再婚对象、演员张维伊登上中女生活观察类真人秀《姐姐当家》，让已经被离谱真人秀洗礼过多次的网友直呼震撼。 无他，盖因张维伊在节目中踩的雷不计其数。从希望已经45岁的董璇再生孩子，到因董璇代为结账当场黑脸，从不顾董璇要接送小孩的生活节奏非要"二 人世界"，到管董璇女儿"小酒窝"叫"窝子"，节目没看完，网友结节气出好几个。 搞笑博主开始模仿张维伊，情感博主开始剖析董璇咋看上的张维伊，普通观众则不禁思考起了另一个问题：他到底为啥一直戴着耳机？ 不摘耳机，职场上最小单位的平静中发疯 一般来说，在一个布满了家长里短、鸡毛蒜皮，随便一句话就能踩炸一个雷的生活观察类综艺里，一副耳机，是很难引起注意的。 可问题是，张维伊实在是太爱戴那副耳夹式耳机，嘴上说着自己的世界里只有董璇，但让人疑惑耳机才是他的唯一。 他去见董璇父母，从进门到帮忙下厨再到跟二老一块儿吃早饭，全程戴着耳机； 他跟董璇聊要孩子的问题，说自己现在创作时容易找不到突破点和抓手，"真的当了父亲那一刻，应该是会明白了"，先不说这理 ...

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Product Updates & Market Expansion - Hearing Test and Hearing Aid features on AirPods Pro 2 are now available in Australia, Indonesia, Taiwan, Vietnam, and more [1] - Sleep apnea notifications on Apple Watch are now available in Australia, Indonesia, Taiwan, Vietnam, and more [1]

Core Insights - The merger of Eargo and hearX has resulted in the formation of LXE Hearing, marking a significant strategic move in the OTC hearing aid market since the FDA approved OTC sales in 2022 [1][3] - Patient Square Capital's $100 million investment highlights strong market confidence in consumer-facing hearing solutions [1] - LXE Hearing aims to enhance accessibility and user experience for individuals with hearing loss by leveraging the strengths of both companies in product design, digital technology, and user engagement [1][12] Industry Overview - The global hearing loss issue is escalating, with over 1.5 billion people affected, and an estimated 2.5 billion people projected to experience hearing loss by 2050 [2] - The global hearing aid market is expected to reach $80.1 billion by 2024, growing at a compound annual growth rate (CAGR) of 5.8% from 2024 to 2029 [2] - Traditional hearing aids face challenges such as high costs, with prescription devices in the U.S. costing over $7,000, and a cumbersome purchasing process that relies on professional fittings [2][14] Company Strengths - Eargo focuses on direct-to-consumer hearing aids, emphasizing product design and user service, with a range of products including Eargo series and Eargo SE [4][6] - Eargo's products feature a nearly invisible design, advanced noise reduction capabilities, and long battery life, enhancing user comfort and experience [6][7] - hearX, established in 2015, offers digital hearing loss detection and diagnosis technologies, with a strong global presence in over 70 countries [8][10] - The Lexie Hearing brand from hearX has gained significant market recognition, becoming the top OTC hearing aid brand in the U.S. [10] Market Dynamics - The FDA's 2022 regulation allowing OTC hearing aids has catalyzed market growth, enabling more consumers to access hearing aids directly [3] - The competitive landscape is intensifying, with major players like Sony and Apple entering the market, challenging traditional hearing aid companies [14] - The merger of Eargo and hearX is expected to create a stronger competitive position against both new entrants and established players in the hearing aid market [14] Financial and Strategic Developments - Eargo has raised a total of $161 million since its inception, with significant investments aimed at product development and market expansion [13] - hearX has also secured funding to enhance its digital hearing solutions and expand its retail presence [13] - The merger is anticipated to facilitate international expansion and technological integration, positioning LXE Hearing for future growth [12][18]

Summary of Key Points from Conference Call Records Company and Industry Involved - **Industry**: Apple Supply Chain (Fruit Chain), PCB Industry, Optical Industry, Semiconductor Industry - **Companies Mentioned**: Apple, BYD Electronics, AAC Technologies, PCB manufacturers, etc. Core Insights and Arguments - **Tariff Impact on Fruit Chain**: The A-share market is still recovering from tariff impacts, while the fruit chain benefits from tariff adjustments. Focus should also be on new Apple product expectations and long-term AI innovations, especially with the upcoming WWDC conference potentially announcing Apple's AI strategy [1][3][4] - **Apple's Price Adjustments**: Apple has significantly reduced prices for products in China, such as the iPhone 16 series and AirPods Pro 2, which is expected to boost domestic sales but may impact profit margins [1][9] - **AI Innovations by Apple**: Apple has made progress in AI integration, including Safari AI integration and collaborations with Baidu and Alibaba in China. The release schedule for new products is expected to be more even, accelerating hardware innovation [1][10][11] - **BYD Electronics' Strategy**: BYD Electronics is circumventing tariffs through its Vietnam factory, with significant growth expected from new components for foldable devices and AI-related products [1][23][24][25] - **AAC Technologies' Recovery**: AAC Technologies has been negatively impacted by tariffs but is expected to recover with a profitable optical business and growth from iPhone 17-related revenues [1][20][21][22] Additional Important Content - **PCB Industry Performance**: The PCB industry showed strong performance in Q1 2025, driven by high demand from AI, smart driving, and consumer orders. The second quarter is expected to see further growth in performance [2][26][27] - **Tariff Changes**: The U.S. has made adjustments to tariffs on Chinese goods, with some tariffs being suspended for 90 days and others completely canceled. Continuous monitoring of semiconductor-related investigations is necessary [5][6] - **Market Reactions**: Following tariff news, Hong Kong stocks related to the fruit chain saw significant price increases, indicating market optimism about resolving tariff issues [7] - **Future Product Innovations**: Apple is expected to introduce several innovative products, including foldable iPhones and smart glasses, with a more balanced release strategy to mitigate seasonal fluctuations in the supply chain [12][14][15][17] - **AI Glasses and AR Developments**: Major companies, including Apple, are actively developing AI and AR glasses, with competitive launches expected in the near future [18][19] Recommendations - **Investment Recommendations**: Suggested stocks include Luxshare Precision, AAC Technologies, and Hengmingda, which are expected to benefit from tariff adjustments and have strong growth potential in the current market environment [13][32]

Summary of Apple Inc. Conference Call Company Overview - **Company**: Apple Inc. - **Date**: May 2, 2025 Key Points Financial Performance - **Total Revenue**: Reported revenue of $95.4 billion, a year-over-year increase of 5% [3][15] - **Earnings Per Share**: Diluted EPS of $1.65, up 8% year-over-year [3][15] - **Service Revenue**: Reached a record high of $26.6 billion, growing 12% year-over-year [2][11][17] - **Gross Margin**: 47.1%, up 20 basis points quarter-over-quarter [15] Product Performance - **iPhone Revenue**: $46.8 billion, a 2% increase year-over-year, driven by the iPhone 16 series [2][6][16] - **Mac Revenue**: $7.9 billion, a 7% increase year-over-year, supported by new MacBook Air and Mac Studio [2][7][16] - **iPad Revenue**: $6.4 billion, a 15% increase year-over-year, boosted by the new iPad Air with M3 chip [2][8][16] - **Wearables and Accessories**: Revenue of $7.5 billion, a decline of 5% [10][16] Market Insights - **Customer Satisfaction**: High satisfaction rates with 97% for iPhone and iPad, and 95% for Mac in the U.S. [2][16] - **Geographic Performance**: Strong sales in the U.S., China, UK, Germany, Australia, and Japan [2][6][16] Investment Plans - **U.S. Investment**: Announced a $50 billion investment over four years to expand teams and facilities, including a new advanced server manufacturing plant in Texas [2][4][32] - **Chip Procurement**: Plans to source over 19 billion chips from 12 states [4][5] Future Outlook - **June Quarter Guidance**: Expected revenue growth in the low single digits, with gross margin between 45.5% and 46.5% [4][20][26] - **Production Shifts**: Anticipates most iPhones sold in the U.S. will be sourced from India by the end of FY 2025, with iPads and Macs primarily from Vietnam [4][20] Service Business Highlights - **Active Subscriptions**: Over 1 billion paid subscriptions across various services, indicating strong future growth potential [2][11][17] - **Apple TV Plus**: Achieved record viewership and numerous award nominations [11] Sustainability Efforts - **Emission Reduction**: Achieved a 60% reduction in emissions since 2015, with a goal of carbon neutrality by 2030 [14] Legal and Regulatory Environment - **Ongoing Legal Cases**: Monitoring legal challenges, including the Epic case and antitrust issues with Google, which may pose risks [36] AI and Technology Development - **AI Integration**: Launched new AI features in iOS 18.4, enhancing user experience and privacy [12][13][34] - **Internal Chip Development**: Progressing in internal silicon development, including the first-generation internal modem [37] Supply Chain and Tariff Impact - **Tariff Costs**: Estimated $900 million impact from tariffs, with ongoing adjustments to supply chain strategies [20][25][30] Conclusion - **Overall Performance**: Apple continues to show resilience with strong financial results, innovative product launches, and strategic investments aimed at future growth and sustainability.

Core Viewpoint - The article discusses the potential of AI and deep learning technologies to revolutionize the hearing aid industry, addressing long-standing challenges in sound recognition and user satisfaction [5][6][9]. Group 1: Current Market Landscape - The hearing aid market is dominated by five major companies: Sonova, Demant, Starkey, which control over 90% of sales [5]. - Despite advancements, many new tech companies face challenges in core algorithms and chip monopolies [5][6]. - The penetration rate of hearing aids remains low, with only 6.5% of users satisfied with their devices [6][7]. Group 2: Technological Advancements - AI and deep learning models like DeepSeek are providing new opportunities for hearing aid manufacturers to enhance product capabilities [5][9]. - Traditional hearing aids rely on digital signal processing algorithms that struggle with noise cancellation and voice recognition in complex environments [8][9]. - Recent innovations include deep neural networks (DNN) that allow hearing aids to learn from real-world sounds, improving their performance in noisy settings [8][9][10]. Group 3: Consumer Trends and Market Dynamics - There is a growing consumer awareness and acceptance of professional hearing aids, moving away from low-cost sound amplifiers [12]. - The distinction between medical-grade and consumer-grade hearing aids is significant, with prices ranging from 5,000 to 40,000 yuan for medical-grade devices, while consumer-grade devices are priced between 1,500 and 4,000 yuan [13]. - The emergence of consumer-grade hearing aids aims to reduce costs and improve accessibility, potentially allowing new entrants to capture market share [12][13]. Group 4: Future Outlook - The article suggests that consumer-grade hearing aids will become an important segment of the market, although they may not fully replace professional fitting services [15]. - The competitive landscape may remain dominated by established players in the short term, but long-term success will depend on factors like pricing, understanding of local language contexts, and after-sales service [15][16].

今天a股最大的热点是广汇汽车的轰然倒下，股价在临近尾盘的时候跌停，收于0.87元。由于此前已经连续18天收盘价低于1元，今天是第19天，明天就算 涨停也到不了1元，所以已经提前满足20天低于1元就面值退市的条件，玩完了。 广汇汽车在a股上市24年，最辉煌的时候市值一度接近1200亿，不过现如今跌的只剩60亿。这和它所处的行业有关，主营传统油车的销售与服务，最近6年 公司业绩每况愈下，去年虽然勉强盈利，但净利润率连1%都不到。 另一边公司财务压力巨大，总债务规模约700亿，其中300亿是短期债务，而公司的货币资金只有80亿。公司虽然账面净资产有330亿，但是包含了187亿的 商誉，等减值计提完也就没剩多少了。 总的来说这是一家被时代淘汰的公司，同行业被淘汰的还有前几年的庞大汽车。就算这一次不因面值退市，它的实际经营价值也很低了。让我不理解的是 这么危险的标的，在过去一个月却成为交易活跃的标的，你们看底下的量柱，每天都很劲爆，霸榜热门股。 我故意过去一个月一个字都没提广汇，就是不希望给这种股票导流，今天终于结局了。里面有将近11万的散户，另外还有不少人买了他们的转债，这些人 都是习惯玩刀口舔血的交易，没啥好说的， ...