推荐阅读 点击标题可跳转 1、 字节凌晨 0 点 22 分突发声明 2、 外媒称阿里字节等中企停止购买英伟达芯片？外交部回应 3、 差点以为跑 VS 2026 要 64G 内存，微软操作又暖又骚，帮你"套路"公司 4、 Oracle 狂砍 MySQL 核心团队，MySQL 之父："早有预感但还是很难过" - EOF - 此外，有用户还提到，当佩戴 Apple Watch 解锁手机时更容易出现该情况，但目前尚不清楚 Apple Watch 是 否为必然触发因素。 此次 iPhone 17 系列首次搭载自研 N1 无线芯片，替代以往的博通方案。部分用户的使用体验显示，N1 芯片 当前在 Wi-Fi 连接方面稳定性存在隐患。 不过，根据网友反馈，在安装 iOS 26.1 Beta 更新之后，已经没有出现断连情况。 近日，部分 iPhone 17 系列用户反馈在使用过程中遇到了 Wi-Fi 间歇性断连的问题。 据 MacRumors 论坛、Reddit 以及 Apple 支持社区上的用户反馈，iPhone 17、iPhone Air、iPhone 17 Pro、 iPhone 17 Pro Max 解锁后，网络会短暂 ...

证券研究报告 2025年09月25日 海外 Zepp Health深度报告：跃我新生，智动全球 评级：买入(首次覆盖) 马川琪(证券分析师) 丁婧欣(联系人) S0350523050001 S0350124040002 macq@ghzq.com.cn dingjx@ghzq.com.cn 预测指标 | 预测指标 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业收入（百万美元） | 183 | 255 | 359 | 492 | | 增长率(%) | -48.2% | 39.8% | 40.6% | 37.1% | | 归母净利润（百万美元） | -76 | -25 | 14 | 59 | | 增长率(%) | -153% | 67% | 155% | 335% | | 摊薄每股收益（美元） | -0.29 | -0.11 | 0.06 | 0.26 | | ROE(%) | -30.1% | -11.0% | 5.7% | 19.8% | | P/E | - | - | 49.7 | 11.4 | | P/B | 2. ...

心脏是人类最重要的器官之一，它现在日益得到AI的"关照"。 "它即使不能诊断，但是可以把大量垃圾信息给删掉，把一些阳性的信息提供给医生。"上海长征医院心 内科主任梁春对第一财经记者表示。 9月24日的"带疱伤心，主动联防"世界心脏日科普活动上，梁春表示AI已经深度介入医生的工作流程， 提高医生工作效率。当下医疗器械企业、科技公司、学术界，都在向心脏注入AI的力量。华为、苹果 等消费电子公司开发的手表已经能够为佩戴者提示心脏房颤（心房失去了规律的节律）风险；医疗器械 企业比如波士顿科学开始借助AI帮医生评估冠状动脉阻塞程度；王建安院士的研究显示借助AI精准诊 断能减少一成的心脏支架植入。 中国心血管疾病患者人数超过3亿，资金和AI研发力量正在集聚。但AI的发展不会一帆风顺，数据的匮 乏影响它对心脏疾病的诊断和治疗，这需要时间来改善。谁能用AI征服心脏，谁才能赢得下一个十 年。 心尖上的AI 心脏是人类最重要的器官之一，它现在日益得到AI的"关照"。 冠心病是人类健康杀手，它通常由冠状动脉粥样硬化导致。冠状动脉是供给心脏血液的动脉，它的管腔 狭窄或阻塞，轻则引起胸闷和疼痛，重则有致命风险。对这条奔流着生命血液的动 ...

Apple has called for the European Commission to repeal a swathe of technology legislation, warning that unless it is amended the company could stop shipping some products and services to the 27-country bloc.In the latest of a series of clashes with Brussels, the iPhone maker said the Digital Markets Act was leading to a worse experience for Apple users, exposing them to security risks, and disrupting the seamless way Apple products work together.The Silicon Valley company hit out in a submission to the comm ...

Core Insights - Corning Incorporated (GLW) is experiencing significant customer growth across various end markets, including consumer electronics, telecom, semiconductors, and solar products [1][9]. Consumer Electronics - Apple is investing $2.5 billion to develop cover glass for iPhones and Apple Watches at Corning's Kentucky facilities, part of a broader $600 billion multiyear investment plan in the U.S. [2] - Samsung is utilizing Corning's advanced Gorilla Glass in its flagship smartphones, alongside other clients like OnePlus, Google, and Xiaomi [2]. Telecom Sector - Lumen is accelerating its network infrastructure deployment in the U.S. using Corning's next-generation fiber optic cables [3]. - AT&T is also leveraging Corning's fiber and connectivity solutions for its network expansion [3]. - Corning has entered a multi-year collaboration with Broadcom to integrate its optical components into Broadcom's Bailly CPO system, addressing the needs of large-scale AI clusters [3]. Solar Market - Corning's U.S.-made solar products are gaining traction, with T1 Energy Inc. opting for Corning's solar components to enhance supply chain reliability [4]. Manufacturing and Supply Chain - Corning is expanding its U.S. manufacturing capacity, benefiting from a strategy that addresses geopolitical volatility and trade uncertainties, leading companies to source domestically [5]. Financial Performance - Corning shares have increased by 81.3% over the past year, slightly below the industry's growth of 84.2% [8]. - Earnings estimates for 2025 have risen by 5.11% to $2.47 per share, while 2026 estimates increased by 5.88% to $2.88 [12]. - The company's shares currently trade at a price/earnings ratio of 29.46, lower than the industry average of 33.18 [10].

Apple Inc. (NASDAQ:AAPL) ranks among the hot stocks to invest in right now. On September 17, UBS reaffirmed its $220 price target and Neutral rating on Apple Inc. (NASDAQ:AAPL) after analyzing early iPhone 17 preorder data. According to analyst David Vogt, UBS Evidence Lab data monitoring iPhone availability across 30 regions shows a mixed response to the iPhone 17 lineup since preorders started on September 12. UBS pointed out a number of significant changes from last year’s introduction, including the ...

2025年9月24日，华为在线上的穿戴音频新品发布会上，正式发布了新一代智能穿戴产品——华为WATCH GT 6系列，新品将于9月24日全面上市，售价1488 元起。 此外，HUAWEI WATCH GT 6全系标配EasyFit快拆设计，一按一拆就能随意更换风格。不管是上班开会、健身房运动，还是周末出街，一块表就能搞定全 部穿搭需求，真正实现一表多变的智能佩戴体验。 硬核续航： 21 天超长续航，颠覆电量焦虑 发布会现场，华为运动健康全球代言人吴磊以全新"产品经理"身份亮相，结合自身骑行经历，生动分享了华为WATCH GT 6系列的功能体验。"以往从入门 到专业骑行，往往需要配备多个设备监测不同数据，"吴磊表示，华为WATCH GT 6系列以更全面、专业的运动功能，精准解决了户外运动爱好者的装备痛 点。 无界几何美学设计，重塑腕间时尚 华为WATCH GT 6系列这次在外观上又卷出了新高度。新品延续了GT系列一贯的高颜值基因，采用了无界几何设计美学——立式计时表圈大幅收窄边框， 屏占比直接拉满，带来几乎无死角的沉浸视野；向上堆叠的机身结构，使整机纤薄利落，科技感和高级感全部到位。 尺寸方面，华为WATCH ...

在竞争层面，苹果凭借Apple Watch长期稳居全球高端市场，而三星在安卓生态中稳固布局，小米则依 靠性价比在中低端市场占据一席之地。华为则通过突出续航能力、专业运动监测和健康管理等优势，逐 步在全球市场建立差异化定位。 东吴证券在近期研报中提到，华为智能穿戴业务已经形成"手表+耳机+生态"的组合拳打法，有助于提 升用户黏性和整体生态价值。 此次发布的WATCH GT 6系列和FreeClip 2耳夹耳机，延续了华为强化健康、运动和交互体验的方向。 手表侧重于长续航和运动功率监测，耳机则强调佩戴舒适度和AI智慧助手的交互体验。虽然新品本身 并非颠覆式创新，但其背后映射出行业趋势：用户更关注智能穿戴在全场景中的应用，而不仅仅是单一 功能的升级。 9月24日，华为举行穿戴音频新品线上发布会，推出HUAWEI WATCH GT 6系列和HUAWEI FreeClip 2耳 夹耳机。相比产品本身，更受关注的是华为在智能穿戴领域交出的市场答卷。 发布会上，华为终端BG首席执行官何刚公布最新数据：HUAWEI WATCH GT系列全球累计出货量已超 过5400万只。2025年上半年，华为位居全球腕上可穿戴设备出货量第一 ...

Core Viewpoint - Citi believes that Meta's long-term layout in the smart glasses sector is entering a critical harvest period, predicting that smart glasses may become mainstream within the next 12-24 months and could reach a key inflection point by 2026 [1][2]. Market Potential and Growth - The report indicates that Meta's smart glasses are moving towards a critical commercialization phase driven by AI features, with expectations for a mainstream market breakthrough in 2026 [2]. - Meta's Ray-Ban smart glasses saw a threefold increase in sales in the first half of 2025, with plans to achieve an annual production capacity of 10 million units by the end of 2026 [1][2]. - The potential adoption curve for smart glasses is compared to the explosive growth of smartwatches and wireless earbuds, suggesting a similar trajectory in the coming years [2][7]. Consumer Sentiment and Demand - A consumer survey revealed that approximately 12% of respondents plan to purchase Ray-Ban Meta smart glasses, while only about 5% currently own the product [9]. - Analysts predict that by 2030, smart glasses could contribute around €3.7 billion to EssilorLuxottica's revenue, accounting for about 10% of total sales, with expected revenue of less than €300 million in 2024 [9]. Development Phases of Smart Glasses - The adoption of smart glasses is expected to occur in three core phases: 1. "Hands-free moments" where voice commands are used for photography and video [5]. 2. "AI-powered experiences," which is the core of making glasses "smart" [5]. 3. "Digital overlay," which is just beginning, with the potential for AI interaction experiences [5]. Challenges and Competitive Landscape - Key hardware challenges affecting widespread adoption include appearance, battery life, and weight, with 50 grams being the maximum tolerable weight for users [10]. - The second-generation Ray-Ban Meta glasses have doubled battery life to approximately 6-8 hours, but a full AR experience may require all-day battery life [10]. - Meta is considered to be years ahead of competitors in defining the smart glasses category, although competition is intensifying from companies like Google, Snap, and Apple [11][12][13][14].

Core Insights - Smart glasses are evolving from a tech concept to a consumer electronics category with significant commercial potential, driven by AI functionalities [1] - Meta Platforms is positioned to capitalize on this emerging market, with expectations for mainstream adoption by 2026 [1][5] - The market sentiment towards Meta's AI glasses is increasingly optimistic, supported by production capacity expansion plans from its partner EssilorLuxottica [1][5] Market Trends - The report compares the potential adoption curve of smart glasses to that of smartwatches and wireless earbuds, suggesting a similar trajectory of explosive growth [1] - Sales of Ray-Ban Meta smart glasses tripled in the first half of 2025, indicating strong market demand [1] - A consumer survey revealed that approximately 12% of respondents plan to purchase Ray-Ban Meta smart glasses, while current ownership stands at about 5% [5] Development Phases - The adoption of smart glasses is expected to progress through three core phases: hands-free moments, AI-powered experiences, and digital overlay [3] - The current market is in the second phase, focusing on integrating AI capabilities into the glasses [3] - The launch of Meta Ray-Ban Display glasses marks the beginning of the third phase, which will involve more advanced AI interactions [3] Pricing and Revenue Projections - The report indicates that smart glasses may achieve mainstream adoption in 12 to 24 months, with pricing being a critical factor [5] - By 2030, smart glasses are projected to contribute approximately €3.7 billion in revenue to EssilorLuxottica, representing about 10% of total sales [5] Hardware Challenges - Key hardware limitations affecting the widespread adoption of smart glasses include appearance, battery life, and weight [6] - The second-generation Ray-Ban Meta glasses have improved battery life to 6-8 hours, but full AR experiences may require all-day battery performance [6] - Meta is currently leading the competition in the smart glasses market, although competition is intensifying [6] Competitive Landscape - Other companies like Google, Snap, and Apple are also exploring the smart glasses market, with various product launches planned [7] - Google is expected to release Android XR glasses in collaboration with Gentle Monster and Warby Parker, while Snap aims to launch lighter, more immersive glasses by 2026 [7]