🫡Robert Scoble (@Scobleizer):I just got an invite to try @Tesla's new Robotaxi service, thanks to @teslaownersSV.Be warned, I will wear my Apple Vision Pro and will capture it. Will be taking an early employee of a brain/computer interface company, https://t.co/u9eoGDDyrH on my first ride.Funny, still ...

出品 | 虎嗅科技组 作者 | 丸都山 编辑 | 苗正卿 头图 | 虎嗅拍摄 在各大厂商纷纷卷入AI眼镜赛道的当下，vivo决定搞点不一样的。 8月21日下午，vivo正式发布旗下首款MR（混合显示）头显设备"vivo Vision探索版"，一款完全对标苹果Vivsion Pro的产品。 在发布会的前一天，虎嗅受邀参加了vivo vision的产品体验活动，在半个小时的时间里，这款产品给笔者留下了极为深刻的印象。 先说结论：如果今天Vision Pro销量遇冷的核心原因是"佩戴体验不佳"，那么vivo的这款产品对比前者能做到360度无死角吊打。 但很可惜问题不在这。 真正让Vision Pro受挫的是"内容极度匮乏"，这一点苹果无能为力，vivo更是解决不了。 当然，在这个问题上vivo也没打算硬着头皮把南墙撞破。按照vivo执行副总裁胡柏山的描述，"MR头显设备， 短期满足沉浸感需求，长期则要成为家 庭机器人的'眼睛'"。 需要补充一点，在今年3月，vivo成立了机器人实验室，并宣布聚焦消费级市场。从这个角度来看，今天发布的vivo Vision更像是一款为未来机器人业 务板块铺路的作品。 首先，相比于苹果 ...

在类别层面，游戏净营收8月当月同比增长2.6%，较7月的8.2%大幅下降560个基点;非游戏类App Store营收当月同比增长19.7%，较7月的22.5%下降280个基 点，其增长主要由生产力、照片与视频以及娱乐应用类别推动。值得注意的是，尽管存在因Epic诉讼案苹果败诉所带来的外部链接风险，但美国App Store营 收增长基本符合当月趋势，且每下载净营收同比增长8%，显示出苹果在美国App Store的变现能力未受显著影响。 智通财经APP获悉，摩根士丹利最新发布的IT硬件行业月度数据追踪报告显示，苹果(AAPL.US)App Store净收入持续领先预期，同比增长12.2%，未受外部 链接风险明显影响。同时，iPhone 16系列交付时间显著缩短，笔记本ODM生产量上调，云资本支出增长强劲。IBM咨询职位发布却大幅下滑，暗示需求疲 软。整体来看，科技硬件板块表现稳健，但部分细分领域风险浮现。 App Store营收增长表现亮眼 无惧外部链接风险 报告指出，截至8月17日，App Store净营收当月同比增长11.1%，较7月下降170个基点，但季度至今同比增长12.2%，仍高于摩根士丹利对9月季度1 ...

Core Viewpoint - Lowe's reported strong second-quarter results, exceeding earnings expectations and demonstrating resilience in a challenging operating environment for the home improvement sector [1][2][3]. Financial Performance - Adjusted earnings per share (EPS) for the quarter were $4.33, surpassing the Zacks Consensus Estimate by 2.36% and increasing by 5.4% compared to the same quarter in 2024 [1]. - Total revenues reached $23.96 billion, slightly above estimates and up from $23.59 billion in the previous year, with comparable sales increasing by 1.1% [6]. Market Response - Following the positive earnings surprise, Lowe's shares rose approximately 1% in early trading [3]. Strategic Initiatives - The company is focusing on service offerings and operational efficiency, supported by its Total Home strategy and AI-powered shopping assistant [5]. - Partnerships with Apple and NVIDIA are enhancing customer experience and operational capabilities, including the use of advanced technology for kitchen design visualization and AI integration [7]. Acquisitions - Lowe's completed the acquisition of Artisan Design Group, which is expected to enhance its reach to professional customers in the design and installation sectors [8]. - An agreement to acquire Foundation Building Materials (FBM) for $8.8 billion is anticipated to improve offerings to Pro customers and is expected to close in Q4 2025 [10]. Industry Context - The home improvement sector is facing challenges due to high mortgage rates and rising home prices, which have dampened demand [2]. - Despite these challenges, the acquisition of FBM positions Lowe's to capitalize on long-term spending in a fragmented $50 billion market, with an estimated 18 million new homes needed in the U.S. by 2033 [9]. Risks and Challenges - The housing downturn may delay a sustained recovery for home improvement companies, with ongoing inflation and potential cost increases from tariffs impacting Lowe's operations [11][12]. - Rising selling, general, and administrative (SG&A) costs and high debt levels are testing the company's financial flexibility [12].

Core Viewpoint - The article discusses the transition from "digital survival" to "AI survival," emphasizing that while digitalization has transformed human interaction with technology, the rise of AI represents a more profound shift in how individuals relate to technology and each other [2][19]. Group 1: Achievements of Digitalization - Nicholas Negroponte's predictions about personalization, networking, and natural interfaces have largely come true, with systems increasingly understanding individual preferences [4][5]. - The democratization of information has been realized through various platforms, allowing individuals to express themselves globally and changing the landscape of education and learning [5][6]. - The rise of the "biteconomy" has shifted the focus from physical goods to digital information, fundamentally altering economic structures and individual lifestyles [6][8]. Group 2: Shortcomings of Digitalization - Despite the advancements, the anticipated seamless integration of technology into daily life has not materialized, with interfaces becoming more complex and intrusive [10][11]. - The ideal of "invisible technology" has not been achieved, as many devices have become more prominent and burdensome rather than seamlessly integrated into human life [11][12]. - The expectation that AI would serve as a personal assistant has not been fulfilled, as current AI systems still lack the ability to understand user preferences deeply and contextually [14][15]. Group 3: Transition to AI Survival - The emergence of generative AI marks a shift from human-led creation to collaboration between humans and machines, redefining the nature of authorship and creativity [20][21]. - Individuals are beginning to develop "AI personas," which can replicate and even extend their identities in digital spaces, leading to a new understanding of self and presence [23][24]. - The educational system must adapt to the challenges posed by AI, focusing on ethical judgment and critical thinking rather than rote knowledge [30][31]. Group 4: Human Role in AI Era - The relationship between humans and technology is evolving from a tool-based interaction to a collaborative partnership, raising questions about agency and decision-making [34][35]. - As AI systems gain capabilities traditionally associated with human cognition, the uniqueness of human thought and expression is being challenged [36][37]. - The future requires a redefinition of human identity and agency in a world where AI is not merely a tool but a co-creator and participant in societal functions [41][42].

Core Viewpoint - Apple continues to expand its retail presence in China, with the opening of its third store in Shenzhen, reflecting a strategic focus on enhancing customer experience and sales opportunities in key urban areas [2][10]. Group 1: Store Opening Details - The new Apple retail store in Shenzhen's Qianhai Yifang City opened on August 16, marking Apple's 58th store in Greater China and its third in Shenzhen [2]. - The store features a minimalist design with over ten product display tables and a dedicated area for Apple Vision Pro experiences, emphasizing Apple's commitment to high-quality retail environments [8][10]. Group 2: Customer Engagement - Enthusiastic customers, referred to as "fruit fans," camped out for hours to be among the first to enter the new store, showcasing strong brand loyalty and engagement [3][6]. - The store's opening event included interactive activities with staff, creating a festive atmosphere that highlights Apple's community-oriented approach [6][10]. Group 3: Financial Performance - Apple's Q3 2025 financial report revealed total revenue of $94.04 billion, a 10% year-over-year increase, with net profit reaching $24.43 billion, exceeding market expectations [10]. - Revenue from the Greater China region grew by 4% to $15.37 billion, marking the first year-over-year increase since Q4 2023, indicating a recovery in this critical market [11]. Group 4: Strategic Timing - The timing of the new store's opening aligns closely with the anticipated launch of the iPhone 17 series, suggesting a strategic move to enhance in-store experiences and sales ahead of new product releases [11][12]. - Apple's ongoing expansion in China is part of a broader strategy to strengthen its retail network and capitalize on the growing demand for its products in urban centers [10].

Core Viewpoint - Apple has announced a significant increase in its planned investment in the United States, raising it from $500 billion to $600 billion over the next four years, which is expected to impact its supply chain and job creation in the U.S. [4][5] Investment Plans - The new investment of $600 billion translates to $150 billion annually, focusing on spending with suppliers for components like advanced glass screens and semiconductors [4] - This investment will occur across all 50 states, affecting approximately 450,000 jobs and involving 79 different factories [5] Supply Chain and Tariff Implications - The investment aims to mitigate potential tariff risks associated with importing iPhone components and semiconductors, which could have significantly increased costs for Apple [6] - While the announcement helps avoid future cost increases, it may lead to higher input costs due to U.S. labor standards, potentially compressing profit margins [9] Financial Performance - Apple's total revenue grew nearly 10% year-over-year in the last quarter, driven by growth in services and iPhone sales, indicating strong demand for its products [10] - Despite the popularity of the iPhone, unit volumes have stagnated, forcing the company to rely on price increases to maintain revenue growth [11] Market Sentiment and Valuation - The market initially reacted positively to the investment announcement, but there are concerns that it may negatively impact Apple's business in the long run [11] - Apple's current price-to-earnings ratio (P/E) stands at 35, which is considered high given its low revenue growth compared to competitors like Alphabet, which has a P/E of 22 [14]

Core Points - Apple opened its third retail store in Shenzhen on August 16, 2023, marking its 58th store in Greater China, with Shenzhen now having the same number of stores as Tianjin, Chongqing, and Nanjing [2][7] - The store is strategically located in a core business district with direct access to Shenzhen Metro lines, aligning with Apple's criteria for high-traffic and high-value locations [7] - The opening coincides with a rebound in Apple's revenue from Greater China, with Q3 2025 revenue reaching $94.04 billion, a 10% year-over-year increase, and Greater China revenue growing 4% to $15.37 billion [7][8] Store Opening Event - The opening event saw significant enthusiasm from fans, with over 1,000 wristbands distributed for entry, and some fans waiting for over 26 hours to be among the first to enter [3][4] - The store features Apple's signature minimalist design, with over 10 product display tables and a dedicated area for Apple Vision Pro experiences [5][6] Retail Strategy - The new store is part of Apple's ongoing expansion in China, which has seen frequent new openings, including recent stores in Hefei and Shanghai [7] - The timing of the store's opening is strategic, as it precedes the anticipated launch of the iPhone 17 series, enhancing Apple's retail presence for new product sales [8]

Core Points - Apple opened its third retail store in Shenzhen on August 16, 2023, marking its 58th store in Greater China, with Shenzhen now having the same number of stores as Tianjin, Chongqing, and Nanjing [1][10] - The new store is strategically located in a core business district with convenient access to public transportation, aligning with Apple's criteria for high-value locations [10] - The store features a minimalist design and includes a dedicated area for Apple Vision Pro experiences, showcasing Apple's commitment to providing immersive product interactions [8][10] Store Opening Event - The opening attracted significant attention, with over 1,000 wristbands distributed to eager customers, including a dedicated fan who waited 26 hours to be the first to enter [3][6] - The atmosphere was lively, with staff engaging with customers and creating a celebratory environment [6] Retail Strategy and Financial Performance - Apple's retail expansion in China continues, with recent openings in Hefei, Shanghai, and Wenzhou, indicating a strong focus on the Chinese market [10] - In the third fiscal quarter of 2025, Apple reported total revenue of $94.04 billion, a 10% year-over-year increase, with net profit reaching $24.43 billion [11] - Revenue from Greater China grew by 4% to $15.37 billion, marking the first year-over-year increase since Q4 2023 [11] Upcoming Product Launch - The timing of the new store's opening is strategically aligned with the upcoming launch of the iPhone 17 series, enhancing Apple's retail presence for new product sales [11]

Core Insights - Apple opened its third retail store in Shenzhen, located in Qianhai Yifang City, marking its 58th store in Greater China, and aligning Shenzhen's store count with Tianjin, Chongqing, and Nanjing, while trailing behind Shanghai's eight and Beijing's five stores [2][7]. Group 1: Store Opening and Customer Engagement - The store opening attracted significant attention, with over 1,000 wristbands distributed to eager customers, including a notable fan who waited 26 hours to be the first to enter [4][6]. - The store features a minimalist design with over ten product display tables showcasing the full range of Apple products, including a dedicated area for Apple Vision Pro experiences [6][7]. Group 2: Strategic Location and Market Expansion - The store is strategically located in a core business district with direct access to Shenzhen Metro lines, aligning with Apple's strategy of selecting high-traffic, premium commercial locations [6][7]. - Apple has been actively expanding its retail presence in China, with recent openings in Hefei, Shanghai, and Wenzhou, contributing to a rebound in revenue from the Greater China region, which saw a 4% year-over-year increase to $15.37 billion [7][8]. Group 3: Upcoming Product Launches - The timing of the new store's opening is close to the anticipated launch of the iPhone 17 series, indicating Apple's strategy to enhance its retail network ahead of new product releases [8].