I've been wearing the Apple Watch Series 11 for about three days now, and really the only drawback that I can report as of now is the fact that a lot of its best new features are actually coming to older models, too. Let's break it down. This is all things mobile.This year, the Apple Watch Series 11 is facing steep competition. And I'm not talking about the Galaxy Watch or the Pixel Watch. I'm talking about within its own family.Apple launched the Apple Watch Ultra 3 and the SE3 at the same time. And get th ...

苹果 2025 秋季发布会跟踪报告 TMT 及中小盘/电子 事件： 评论： 1、iPhone 17Pro：主要亮点为外观大改、散热升级、长焦升级。1）背面外 观大改，全新拉丝铝制一体成型设计，后盖采用超瓷晶玻璃；2）搭配全新 VC 散热，散热性能比前代钛提升 20 倍，激光焊接到坚固、轻便且导热的一体式铝 制机身；3）三颗 48MP 后摄，长焦镜头升至 48MP，支持 4/8 倍变焦，前代最 高 5 倍。最低 256GB，Pro/PM 售价$1099/1199 起，价格不变。 2、iPhone Air：主要亮点为超薄&钛金属外观、自研调制解调器&无线连接芯 片、eSIM、前后摄同时双拍视频。1）6.5 英寸屏，厚度仅 5.6mm，钛边框；2） 自研 A19 Pro 主芯片、C1X 调制解调器、N1 无线连接芯片支持 WiFi7、蓝牙 6 和 Thread；3）48MP 单镜头，竖向横排，支持前后摄同时双拍视频；4）eSIM， 增加电池容量，视频播放续航 27 小时。售价$999 起。 3、iPhone 17：主要亮点为 120Hz 高刷、超广角及前摄、续航快充、性价比 提升。1）更大 6.3 英寸屏，超瓷晶玻 ...

Group 1: OpenAI and AI Models - OpenAI has officially released its latest AI model, GPT-5, which features intelligent model version switching, lower hallucination rates, enhanced coding capabilities, and personalized settings [1][3] - GPT-5 achieved state-of-the-art scores in key coding benchmarks, scoring 74.9% in SWE-bench Verified tests and 88% in Aider polyglot tests, positioning it as a strong coding collaborator [3] - The model excels in front-end coding tasks, outperforming previous versions in 70% of internal tests [3] Group 2: Intel and CEO Response - Intel CEO Pat Gelsinger addressed employees in a letter, clarifying misconceptions and indicating he will not resign, emphasizing his commitment to the company's future goals and investments [4][5] - Intel has a 56-year history of semiconductor production in the U.S. and plans to invest billions in semiconductor R&D and manufacturing, including a new fab in Arizona [4] Group 3: Microsoft Layoffs - Microsoft has initiated a new round of layoffs in Washington state, reducing approximately 40 positions, bringing the total layoffs in the state to 3,160 this year [6] - The layoffs are part of a broader plan to cut over 15,000 jobs globally, with the latest round being relatively small compared to previous months [6] Group 4: ByteDance Recruitment - ByteDance has launched its 2026 campus recruitment, offering over 5,000 positions, a significant increase from the previous year's 4,000+ offers [10] - The recruitment focuses on various roles, with a 23% increase in R&D positions, particularly in algorithms and front-end development [10] Group 5: Gaming and Service Outages - Multiple games under NetEase experienced login issues, leading to a significant outage that lasted over 2 hours, attributed to internal server problems [8][9] - The outage affected several popular titles, causing widespread player frustration and highlighting the challenges in troubleshooting large-scale service disruptions [8][9] Group 6: AI Developments - OpenAI released two open-weight AI models, GPT-oss-120b and GPT-oss-20b, which can mimic human reasoning and perform complex tasks, although they are not fully open-source [13] - Google DeepMind introduced Genie 3, a universal world model capable of generating interactive 3D environments in real-time, marking a significant advancement in world modeling technology [14][15]

| 强瑞技术 | 65.97 - - | 5.84% | 3.6 | | --- | --- | --- | --- | | 创 301128.SZ | | | | | 工业富联 | 35.89 - - | 4.64% | 1.5 | | 601138.SH | | | | | ൂ宣 | HOUL A LEWILL BE LEAST CONTRAC | | ---- | 港股苹果概念股亦全线走强。截至发稿时间，高伟电子（01415.HK）大涨10.21%，鸿腾精密（06088.HK）涨幅达8.88%，瑞声科技（02018.HK）上涨 4.19%。 8月7日，A股开盘后，果链上市企业普遍上扬，同花顺（300033）苹果概念（885376.TI）盘中涨幅一度达1.57%，截至10.06，卓兆点胶（873726.BJ）大涨 14.10%，畅联股份（603648）大涨10.04%，朝阳科技（002981）涨幅达10.01%。 | | 苹果概念 4176.044 1.13% | | (00 | | | --- | --- | --- | --- | --- | | 成分股 | 新闻 | 资金 | 研究 | | | 名称 ...

Group 1 - The investigation report on the Titan submersible incident indicates that the primary cause was deficiencies in design, certification, maintenance, and inspection processes by OceanGate Exploration Company [2] - The report highlights that after a 2022 dive, the Titan's hull showed abnormalities, but the company failed to conduct appropriate investigations or preventive maintenance before the 2023 dive [2] - The Titan submersible lost contact approximately 1 hour and 45 minutes into its dive on June 18, 2023, and was confirmed to have suffered a "catastrophic implosion" on June 22, resulting in the deaths of all five occupants [2] Group 2 - Li Auto, China Automotive Research, and Dongfeng Liuzhou Automobile issued a joint statement advocating for strict self-discipline in the automotive industry to maintain integrity and ethical standards [3] - The statement emphasizes focusing on core technology innovation and enhancing vehicle safety performance to improve the overall image and competitiveness of the Chinese automotive industry [3] Group 3 - Huawei filed a lawsuit against Transsion Holdings for allegedly infringing on a European patent related to image processing devices [3] - Transsion responded by stating it would actively defend its legal rights [3] Group 4 - TSMC reported a leak of critical information regarding its 2nm process technology, prompting an internal investigation and the dismissal of involved employees [4] - Apple is expected to hold its iPhone 17 series launch event on September 9, 2023 [4][5] Group 5 - Microsoft initiated a new round of layoffs in Washington state, bringing the total number of layoffs in the state to 3,160 this year, aligning with its focus on strategic growth areas, particularly in AI [9] - OpenAI's valuation has reportedly reached $500 billion as it engages in discussions for a potential employee stock sale [11] Group 6 - Tesla faces a collective lawsuit from investors alleging that the company exaggerated the safety of its Robotaxi service prior to its launch [11] - Xiamen Airlines denied rumors of an imminent IPO, clarifying that there are no specific plans for going public [11] Group 7 - The new Xiaopeng P7 was officially unveiled, featuring advanced technology and design elements, and is set to launch this month [18] - The new Wuling Bingguo S car was introduced, showcasing a high-quality design and various color options [20] Group 8 - The China Passenger Car Association reported that retail sales of passenger cars in July 2023 reached 1.834 million units, a 7% increase year-on-year [22] - The second quarter of 2023 saw a 24.3% year-on-year growth in China's consumer gaming laptop market, driven by demand from students and core gamers [22]

Market Overview - The Shanghai Composite Index stabilized above 3600 points, with the index rising by 0.27% to close at 3627.54 [2][4] - The total market capitalization reached 58.16 trillion [3] Sector Performance - The robotics sector led the market with a significant increase, particularly the PEEK materials concept index, which rose over 8% [5][9] - The military industry sector also showed strong performance, with various sub-concepts such as aircraft carriers and military information technology experiencing notable gains [5][15] - Conversely, previously popular sectors like Tibet revitalization and water conservancy construction saw substantial declines [5][6] Notable Stocks - Companies in the robotics sector, such as Yushun Technology, launched new products, contributing to positive market sentiment [12][13] - Specific stocks like Huami New Materials and Xinchao New Materials saw significant price increases, with Huami New Materials hitting a limit up of 30cm, reflecting a 29.96% rise [10][11] - Military stocks like Changcheng Military and Aerospace Technology recorded limit up performances, with Changcheng Military achieving three consecutive limit ups [15][17] Upcoming Events - The World Robot Conference will be held from August 8 to 12, showcasing over 1500 exhibits from more than 200 domestic and international robotics companies [13]