"这是我上过的最好的课程。" "很棒的课程！！" 博士自己也感到困惑，直到他意识到：去年，他第一次在课堂上全面禁止使用手机和电脑，只能手写记录。 起初，学生们表示怀疑，甚至反对。但几周后，他们意识到这样做对他们有好处：他们能够更好地吸收和记住信息，也能更好地享受课堂时光。 伊曼纽尔博士的手机政策是，要求学生关闭手机，且手机不能放在桌子上。除了允许那些需要接紧急电话的学生，比如配偶随时会生孩子。 在这个人人低头看手机的年代，有一位美国教授却反其道而行之。他要求学生放下手机和电脑，只能带纸和笔进教室。 伊曼纽尔博士是一名美国医生，也是宾夕法尼亚大学的医学伦理和卫生政策教授。 十多年来，他每年都给本科生、MBA、医学生和护理生上同一门课。最近，他收到了去年学生们对这门课的评价。虽然他并没有改变讲课方式或教学风 格，但不知何故，这次收到的学生评价比以往任何时候都好： "这门课程教给我的东西比我在宾夕法尼亚大学学到的任何课程都多。……" 课堂内容会被录音，学生可以在课后反复听课。 40年的教学经验告诉伊曼纽尔博士，这种改变让学生更少分心，更投入，对学习也更加满意。 为了推广这项政策，伊曼纽尔博士在第一堂课上展示了一项研 ...

Market Overview - The A-share market has returned to an upward trend, with the Shanghai Composite Index achieving a "five consecutive days of gains" last week, reaching a new high for the year [1] - The Every Day Brand 100 Index rose by 1.14% last week, closing at 1101.23 points, surpassing the 1100-point mark [1][2] - Nearly 80% of the constituent stocks in the Every Day Brand 100 Index experienced an increase, indicating strong market performance [3] Stock Performance - Among the constituent stocks, 78 out of 100 saw price increases, representing 79% of the index [3] - Notable performers included companies like Transsion Holdings, Pudong Development Bank, Lenovo Group, XCMG, Zijin Mining, and Sany Heavy Industry, with weekly gains exceeding 5% [3] - Tencent Holdings and Agricultural Bank of China each saw market capitalization growth exceeding 100 billion yuan, while 17 other stocks, including Industrial and Commercial Bank of China and China National Petroleum Corporation, saw market cap increases over 10 billion yuan [3] Valuation Metrics - As of August 8, the Every Day Brand 100 Index had a price-to-earnings ratio of 11.8 times and a price-to-book ratio of 1.32 times, both significantly lower than the CSI 300 Index and the ChiNext Index, indicating attractive valuation [3] Market Sentiment - The overall market trend remains strong, with the margin trading balance returning to over 2 trillion yuan, reflecting a recovery in market confidence [3] - The market is expected to maintain a positive trend supported by liquidity and fundamental recovery, with the index likely to gradually rise [3] Lenovo Group's Performance - Lenovo Group has gained significant attention from international capital markets, with Nomura and Credit Lyonnais raising their target prices for the company [4] - Nomura upgraded Lenovo's rating from "Neutral" to "Buy," setting a new target price of 14 HKD, a 7.69% increase from the previous target [4] - Credit Lyonnais expects Lenovo to report a profit of 480 million USD for the first fiscal quarter, exceeding market expectations by 47% [4] Market Position and Growth - Lenovo holds a leading position in the global Chromebook market with a 31.3% market share and has seen a 24.7% year-on-year growth in the tablet market [4][5] - The company is well-positioned to capitalize on the growing demand for Chromebooks in the Asian education sector [5] AI Strategy - Lenovo's hybrid AI strategy is gaining market attention, with plans to showcase innovations at the upcoming Tech World event in Las Vegas [6] - The event will highlight Lenovo's AI-driven products and solutions, including a partnership with FIFA for the "first AI World Cup" [6] - Lenovo aims to leverage its strong PC foundation and server technology to become a key beneficiary of the AI wave, focusing on smart transformation across various industries [6]

Core Viewpoint - Lenovo demonstrates strong competitiveness in the Chromebook and tablet markets, leading the global Chromebook market with a 31.3% share and achieving a 24.7% year-on-year growth in the tablet market in the first half of 2025 [1]. Chromebook Market Summary - In the first half of 2025, Lenovo shipped 3.453 million units of Chromebooks, capturing a market share of 31.3%, up from 27.3% in the same period of 2024, while the overall global Chromebook market saw a shipment of 11.035 million units, a 10.6% increase year-on-year [2][3]. - The significant growth in the Chromebook market is driven by the demand for device updates from Japan's GIGA school project, which has led to a more than 20-fold increase in Chromebook shipments in Japan [2]. - Lenovo's deep engagement in the education market, including participation in events like the "EDIX Tokyo" education exhibition, has strengthened its connections with educational decision-makers, further solidifying its leading position during this device update cycle [3]. Tablet Market Summary - In the second quarter of 2025, Lenovo shipped 3.098 million tablets, achieving a market share of 7.9% and a year-on-year growth rate of 24.7%, significantly above the industry average [4][5]. - The global tablet market experienced a 9% year-on-year growth in the second quarter, driven by consumer subsidy policies in China and global commercial bidding projects, alongside a wave of new product launches, particularly in the gaming tablet segment [5]. - Lenovo's Legion Tab gaming tablet has shown remarkable performance, with quarterly shipments doubling, becoming a key driver of growth in the tablet market [4]. Future Outlook - Lenovo's continuous growth stems from its ability to capture market trends and innovate products, particularly in the education sector through participation in global public sector procurement projects and in consumer electronics by breaking into niche categories like gaming tablets [6]. - With the advancement of global educational informatization and the acceleration of smart device ecosystem integration, Lenovo is expected to further expand its market influence and enhance the user experience in smart devices [6].

Core Insights - The global tablet market showed strong growth in Q2 2025, with shipments reaching 39 million units, a 9% year-on-year increase and a 5% quarter-on-quarter increase, driven by stable demand in China and EMEA regions [1] - The Chromebook market is experiencing a resurgence, particularly in Japan due to the GIGA school project, with shipments in the first half of 2025 reaching 11 million units [1][6] Tablet Market Overview - Apple remains the leader in the tablet market with 14.1 million iPads shipped in Q2 2025, a 2% increase year-on-year [4] - Samsung follows in second place with 6.7 million units shipped, while Huawei, Lenovo, and Xiaomi have all seen significant growth, particularly in the Chinese market [4] - Notable new product releases in the gaming tablet segment have contributed to market growth, with brands like Xiaomi and Lenovo seeing substantial increases in shipments [3] Chromebook Market Dynamics - Lenovo led the global Chromebook market in the first half of 2025 with shipments of 3.45 million units, a 27% year-on-year increase [7] - The demand for Chromebooks is expected to remain high due to government-funded procurement activities in Japan, with shipments to Japan increasing over 20 times year-on-year [6] - Other brands like HP, Acer, Dell, and ASUS are also participating in this growth, with ASUS showing a 43% increase in shipments [6][7] Market Share and Growth Rates - In Q2 2025, the market shares for key tablet manufacturers were as follows: Apple (36.1%), Samsung (17.1%), Huawei (8.3%), Lenovo (7.9%), and Xiaomi (7.8%) [4] - The Chromebook market share for the first half of 2025 showed Lenovo at 31.3%, HP at 23.4%, and Acer at 20.1%, indicating a competitive landscape [7]

Core Viewpoint - Google is integrating ChromeOS with Android to enhance mobile computing experiences, indicating a shift in focus away from ChromeOS as its standalone platform faces decline [1][6][18] Group 1: ChromeOS and Chromebook Status - ChromeOS has been showing signs of abandonment, with Chromebooks being in a "vegetative state" as the market for netbooks has diminished due to the rise of tablets [1][4] - The Chromebook's appeal in the education sector was due to its cloud-based storage and management capabilities, making it suitable for K12 environments [3][4] - The price advantage of Chromebooks over iPads contributed to their popularity during the pandemic, allowing ChromeOS to briefly become the third-largest desktop operating system [4][6] Group 2: Decline of Web Ecosystem - The decline of the web ecosystem and the rapid development of mobile ecosystems have outpaced Google's expectations, leading to the downfall of ChromeOS [6][16] - Early ChromeOS was limited to web browsing and lacked the functionality of native applications, which contributed to its decline as web applications failed to compete with mobile apps [9][11] - Google's attempts to revitalize the web ecosystem through Progressive Web Apps (PWA) have not gained traction, further marginalizing ChromeOS [13][16] Group 3: Future of Android and ChromeOS - Android has evolved to include features specifically for larger screens, making it a more versatile platform compared to ChromeOS [16][18] - The competition between web apps and native mobile apps has solidified the latter's dominance, leading to a diminished role for ChromeOS in the broader ecosystem [11][16]

Accessibility Innovations - Google is releasing SignGemma, an open model for sign language understanding, focusing on American Sign Language (ASL) and English, with plans to translate other sign languages into spoken language text [1][2] - Android expands Gemini integration into TalkBack screen reader, providing AI-generated descriptions for images and the entire screen, enabling conversational questions and responses [4] - Expressive Captions on Android now capture the intensity and nuance of speech, including emphasis and sounds like whispering or yawning [5][6] - Pixel's Magnifier app introduces live search, highlighting matches on the screen and vibrating when something is found, aiding blind and low vision users [6][7] - Project Astra Visual interpreter, in collaboration with Aira, is being tested to provide real-time descriptions of surroundings for blind and low-vision users, supervised by live Aira agents [8][9][10] Chrome and Chromebook Updates - Chrome now supports Optical Character Recognition (OCR) for scanned PDFs, allowing screen readers to interact with them [11][12] - Chromebooks now offer the ability to turn off the touchpad and flash the screen for new notifications [12] - New Chromebook features cater to users with limited dexterity and/or tremors, including Bounce Keys, Slow Keys, and Mouse Keys [13] Workspace Enhancements - Workspace allows users to embed interactive Google Calendars into websites, with screen-reader compatibility, improved spacing, and responsive layout [14]

Accessibility Innovations - Google is releasing SignGemma, an open model for sign language understanding, initially focusing on American Sign Language (ASL) and English, with the potential for community-driven adaptation to other sign languages [1][2] - Android's TalkBack screen reader now integrates Gemini to provide AI-generated descriptions of the entire screen, enabling conversational follow-up questions [4] - Expressive Captions on Android now capture the intensity and nuance of speech, including drawn-out sounds and subtle vocalizations like whispering and yawning [5][6] - The Pixel's Magnifier app introduces live search, allowing blind and low-vision users to type what they're looking for and receive real-time highlights and vibrations when matches are found [6][7] - Project Astra Visual Interpreter, in collaboration with Aira, is being tested to provide real-time descriptions of surroundings for blind and low-vision users, supervised by live Aira agents [8][9][10] Chrome and Chromebook Updates - Chrome now supports Optical Character Recognition (OCR) for scanned PDFs, enabling screen readers to interact with the text [11][12] - Chromebooks now offer the ability to turn off the touchpad, flash notifications for new alerts, and features like Bounce Keys, Slow Keys, and Mouse Keys to assist users with limited dexterity and/or tremors [12][13] Workspace Enhancements - Google Workspace allows users to embed interactive, screen-reader compatible Google Calendars into websites, featuring improved spacing, responsive layouts, and keyboard shortcut navigation [14]

根据TrendForce集邦咨询最新MLCC研究报告，因企业及终端市场的避险与观望心态与日俱增，2025年 上半年MLCC供需节奏被打乱，下半年"旺季不旺"的风险也随之上升。据该机构调查，OEM、ODM接 连将北美Chromebook与部分消费性笔电订单提前至第一季出货，导致四月开始的传统教育笔电旺季备 货动能意外平淡。以MLCC供应商取得第二季Dell和HP教育笔电预报订单量来看，平均季减20%至 25%。而OEM是否计划将部分第三季北美订单提前至第二季出货，进而影响下半年出货强度，将是观 察重点。 ...

Core Insights - The calorie tracking app Cal AI, created by two 18-year-old American high school students, has achieved over 5 million downloads in just eight months, with a retention rate exceeding 30% and monthly revenue surpassing $2 million [1][2]. Group 1: Founders and Background - Zach Yadegari, one of the co-founders, launched his first company during the COVID-19 pandemic while in ninth grade, creating an unblocked gaming website that attracted 5 million users and was later sold for $100,000 when he was 16 [2]. - Henry Langmack, the other co-founder, has been developing projects since the age of 9 and currently serves as the CTO, leading the development team [3].