Core Insights - Tim Cook's recent purchase of $3 million in Nike shares signals confidence in the company's turnaround efforts under CEO Elliott Hill [1][2][6] - Nike's stock rose by 4.64% following the announcement of Cook's investment, indicating positive market sentiment [1] Company Strategy - CEO Elliott Hill's turnaround strategy focuses on five key areas: culture, product, marketing, marketplace, and in-person presence [7] - The strategy aims to refocus Nike on core sports categories such as running, basketball, football, and training [7] Financial Performance - Nike has faced challenges, including a significant drop in sales in China and an 18.5% decline in stock value year-to-date [8] - The company is attempting to offset profit losses due to tariffs by raising prices for U.S. customers [8] Board Member Actions - In addition to Cook, board member Robert Swan purchased $500,000 worth of Nike shares, further indicating board confidence in the company's future [6]

截至2025年12月25日 09:34，中证消费电子主题指数(931494)上涨0.15%，成分股圣邦股份(300661)上涨 4.23%，北京君正(300223)上涨3.86%，工业富联(601138)上涨2.96%，东山精密(002384)上涨2.38%，信 维通信(300136)上涨2.37%。消费电子ETF(561600)上涨0.16%， 冲击5连涨。最新价报1.22元。 消息面上，苹果计划于2026年发布首款智能眼镜Apple Glass，定位为智能穿戴配件，将搭载Apple Watch同款SiP芯片，主打极致轻量化与低功耗设计，支持电话、Siri语音指令、拍照及音乐播放等功 能，并可能集成健康监测功能，需连接iPhone以实现AI能力。与此同时，XREAL于12月18日发布搭载 全球首颗专为空间显示定制的X1空间计算芯片的AR眼镜XREAL 1S，具备系统级实时2D转3D功能和 500英寸随身巨幕体验，定价3299元并已开启发售。随着大厂加速布局，AI眼镜正成为继耳机、手表之 后的下一代智能终端增长极。 诚通证券指出，AI正从云端向终端加速渗透，推动智能手机高端化趋势持续深化，GenAI已成为高端 ...

提到海澜之家，相信很多人脑海里立刻浮现那段魔性的广告："一年逛两次 男人的衣柜"。不过，近期海澜之家做了一件让人惊掉下巴的事——推出一款智 能手表。 （图源：海澜之家） 实际上，很多服装品牌都会推出周边产品，以增强品牌的影响力。但海澜之家选择直接跨入此前从未涉猎的科技数码赛道，这的确让人有些摸不着头脑。而 且在大多数人的认知里，智能手表向来是手机厂商、科技公司的主场，一个服装品牌突然入局，多少显得有些不按常理出牌。 （图源：海澜之家） 互联部分，海澜之家甚至为HLA WATCH FORCE Pro开发了一款专用App——HLA运动健康，安卓/iOS双端已上线。 这么看来，HLA WATCH FORCE Pro并不像是一款玩票的产品，一方面是手表本身硬件并不落伍，该有的监测功能全都有、屏幕配置也足够亮眼，设计也 还算时尚；另一方面是生态互联也做足了配套服务，无论是安卓用户还是苹果用户，都能用专用App连接使用。 当然，海澜之家并非首个尝试跨界的服装品牌，过去几年里，越来越多原本与科技毫不相干的服饰品牌、奢侈品牌，开始跳出"舒适圈"。那么，为什么偏偏 是智能手表这个看起来并不起眼的赛道呢？ 海澜之家做智能手表，玩 ...

Apple (AAPL) has just dropped a game-changing artificial intelligence (AI) model that’s got Wall Street buzzing. The tech titan is racing to gain ground in the AI revolution, unveiling a breakthrough called SHARP that can instantly turn ordinary 2D photos into lifelike 3D images. The stock’s allure is shifting from phones and wearables to intelligent software and machine learning innovation. SHARP uses a neural network to generate a 3D Gaussian representation in under a second on a standard GPU, enabling ...

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The tech industry has lost focus on what we actually need right now. And that means you and I need to be very clear with these tech leaders on what we want them to fix and what products we want to buy. Because an iPhone that's wrapped in a soft aluminum orange coat of paint was not hitting the mark this [music] year.And neither is most of the AI nonsense being pushed in our direction. >> [music] >> So, while some folks write their wish lists to Santa, I have a wish list for Apple CEO Tim Cook. This is One M ...

Core Insights - Edge AI is leading a technological paradigm shift, reshaping the new landscape of the smart terminal industry by enabling local execution of AI models, resulting in low latency, high energy efficiency, and privacy protection [4][9][10] - The development of Edge AI is driven by innovations in AI computing architecture, multimodal perception and interaction, and system-level AI integration, transitioning smart devices from mere "computing nodes" to "local reasoning and autonomous decision-making" [4][6][10] Application Ecosystem - Multiscenario integration is accelerating the growth of the Edge AI terminal market, with AI PCs expected to achieve a penetration rate of 64% by 2028, and AI smartphones projected to exceed 900 million units in shipments by the same year [5][6] - AI wearables are anticipated to reach a market size of $153.8 billion by 2030, while AI smart homes are expected to grow to $537.2 billion, highlighting Edge AI as the core growth engine of smart hardware [5][6] Upstream Ecosystem - Breakthroughs in advanced process technology and Chiplet architecture are driving significant performance improvements in Edge AI, with NPU computing power increasing to 50-100 TOPS to meet local model operation demands [6][10] - The global Edge AI processor market is projected to grow from $31 billion in 2022 to $60.2 billion by 2028, with major players like Qualcomm, Apple, and NVIDIA dominating the high-end market [6][10] Business Recommendations - Companies should prioritize Edge AI as a key strategic focus, developing differentiated strategies around terminals, supply chains, and application scenarios to capitalize on this emerging trend [6]

文 | 沥金 你很难想象，光凭能打电话能定位，小天才的电话手表一年就能卖出近百亿。 据洛图科技，今年上半年全国一共卖出了超800万台儿童手表，光小天才一家就占了35.3%的销量，稳 居市场第一，远高于第二名华为的12.2%。 这很反常。 提到智能穿戴设备，大家第一反应都是那几个科技巨头，为啥在这个细分赛道，赢家偏偏是个不那 么"酷"的品牌？ 论规模、比技术、拼品牌，小天才似乎都不占优。再看售价，最新旗舰Z11的定价也跃上了2000元高 位，并不比巨头们的手表旗舰款便宜。 2013年前后，360、搜狗等互联网公司就率先推出定位手环或手表产品，核心卖点主打安全防丢，之后 的几年，华为、小米等巨头也嗅到商机、纷纷入局。 2015年6月，小天才推出它的第一款产品Y01时，市场已经不算是一片蓝海，它已经慢了半拍。 但妙就妙在，当所有对手都在死磕"定位更准"时，小天才换了个思路。它没有宣传自己是个高级定位 器，而是定义为一个 "能打电话的手表" 。 这一下就击中了亲子间需要随时通话的刚需。产品一炮而红，当年定价798元，堪称高端。 整个行业此时仍然没回过味儿来，华为2016年发布的迪士尼系列儿童手表，核心卖点依然是"五重 ...

Core Insights - Jeff Williams, former COO of Apple, has been nominated to join the board of Walt Disney Co., marking a significant addition during Disney's transformative phase [2][3][4] Group 1: Board Expansion and Strategic Focus - Disney plans to expand its board from 10 to 11 members with the addition of Jeff Williams, who brings extensive experience from Apple [2] - The current board includes notable figures such as GM CEO Mary Barra and Disney CEO Bob Iger, indicating a diverse leadership team [2] - Disney is focusing on modernizing its business model by investing in AI, mixed reality, and streaming technologies, with plans to enhance Disney+ as a comprehensive content portal [3] Group 2: Jeff Williams' Background and Contributions - Williams has a 27-year tenure at Apple, where he played a key role in launching the Apple Watch and developing the health and fitness business [4] - He took over Apple's design team in 2019 and managed global supply chain, services, and technical support functions [4] - Williams expressed admiration for Disney's blend of imagination and innovation, indicating a strong alignment with Disney's strategic goals [4][5] Group 3: Future Developments - The Disney annual shareholder meeting in 2026 will include a vote on Williams' nomination and the re-election of current board members [5] - Disney is also advancing its succession planning for CEO Bob Iger, with expectations to announce a successor in early 2026 [5]

产品线扩张正值苹果寻求提振其最重要业务之际。iPhone业务占苹果总收入近一半，但近年来增长停滞，消费者换机周期延 长。在截至今年9月27日的苹果上一财年，iPhone的年度销售额同比增长4%至2090亿美元，部分得益于iPhone 17系列的设计 升级。 苹果发言人拒绝对上述消息置评，但股市投资者迅速回应。消息传出后，周二早盘刷新日低时跌超0.8%的苹果股价在午盘之 初曾转涨，后很快重回跌势，未到尾盘又转涨，最终惊险收涨近0.2%，暂别周一刷新的11月21日以来收盘低位。 折叠屏iPhone展开后7.7英寸 明年秋季亮相 新近消息显示，苹果计划未来两年内大幅扩充iPhone产品线。 据美东时间16日周二的报道，到2027年秋季，苹果将推出至少七款新iPhone机型，较目前的五款大幅增加，这是苹果在智能 手机设计上的最大胆尝试之一。 这轮iPhone的核心新品是苹果首款折叠屏iPhone，预计将于2026年秋季发布。媒体援引多位直接参与相关项目的人士称，这 款折叠设备展开后的宽度将大于高度，呈现类似小型iPad的外观。发布折叠手机一年后，2027年秋季，苹果还计划推出 iPhone 20周年纪念版，采用前后曲 ...