以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 本文来自微信公众号： 爱范儿 ，作者：发现明日产品的，原文标题：《苹果做了台新 MacBook， 比最便宜的 iPhone 还便宜，目标是卖爆》，题图来自：AI生成 售价不到5000块，有史以来最便宜的MacBook要来了？ 此前，爱范儿曾报道苹果内部正在开发一款搭载手机芯片的新电脑，而现在这款产品有了更多的消 息：搭载LCD屏幕、采用手机芯片并运行macOS——而价格是最大的必杀技，比最便宜的iPhone还 便宜。 苹果电脑，要比最便宜的iPhone 还便宜 苹果内部正在进行测试这台代号为J700的MacBook，预计将于明年上半年发布。 通过采用更便宜的LCD屏幕、搭载iPhone同款A18 Pro芯片，以及压缩其他组件的成本，苹果很可能 会把这台新电脑的售价控制在600美元左右——和iPhone 16e几乎一致。 而考虑到苹果电脑常驻教育优惠的政策，实际入手价格，可能要比最便宜的iPhone还要便宜。 彭博社还指出，新的MacBook屏幕尺寸会略小于当前MacBook Air的13.6英寸，可能为12.9英寸，成 为当下最小 ...

Core Insights - Apple is reportedly developing a budget MacBook priced below $1,000 to compete with Chromebooks and entry-level Windows laptops, targeting light users who primarily use computers for web browsing and document processing [1] - Apple's PC shipment volume reached 6.2 million units in Q2 2025, marking a 21.4% year-over-year increase, with market share rising from 8.0% to 9.1% [1] - The end of support for Windows 10 by Microsoft has led some users to switch to Apple's Mac series, resulting in a 14.9% year-over-year increase in Mac shipments in Q3 2025 [2] Group 1 - The new budget MacBook, codenamed J700, is currently in testing and early production, with plans for a launch in the first half of next year [1] - Apple's strategy to introduce a lower-priced MacBook comes despite its strong current position in the PC market, which has been bolstered by Microsoft's missteps [1][2] - The success of the Mac mini M4, which saw significant demand at a lower price point, indicates that a budget MacBook could attract new users to the Apple ecosystem [3] Group 2 - The Chromebook's growing presence in the education market poses a challenge for Apple's Mac products, as Chromebooks offer lower prices and centralized management features [4] - Apple's previous attempts to penetrate the education market with expensive solutions have not been successful, highlighting the need for a more affordable Mac product [5] - The combination of high costs and limited functionality of iPadOS for productivity applications has made a budget MacBook a strategic necessity for Apple to regain market share in education [5]

Core Viewpoint - Apple is developing a new budget MacBook, expected to be priced under $600, which will be cheaper than the lowest-priced iPhone, targeting the education market and entry-level consumers [5][8][9]. Group 1: Product Details - The new MacBook, codenamed J700, will feature an LCD screen and use the A18 Pro chip, which is the same chip used in the iPhone 16e [8][12]. - The expected price point of around $600 will make it highly competitive, especially with educational discounts potentially lowering the price further [9][18]. - The new MacBook is anticipated to have a slightly smaller screen size of 12.9 inches, making it the smallest Apple laptop to date [10]. Group 2: Market Positioning - This new MacBook aims to replace the M1 MacBook Air, which has been a strong entry-level option for consumers [18][21]. - The introduction of a low-cost MacBook is seen as a strategic move to regain market share in the education sector, where Apple has faced competition from lower-priced Chromebooks [28][30]. - The product is positioned as an ideal choice for students and young professionals, providing a powerful computing option at an accessible price [22][33]. Group 3: Competitive Landscape - The new MacBook will compete directly with Chromebooks, which dominate the education market due to their lower price points and functionality [30][32]. - Apple's strategy to lower the price of the MacBook is expected to attract consumers who are looking for a reliable and powerful computer, especially as Windows 10 support ends [49]. - The overall PC market is showing signs of recovery, with a 9.4% year-over-year growth in shipments, indicating a favorable environment for new product introductions [46].

基金限购多起来了 QDII和量化小盘齐"刹车" 多张基金"限购令"接踵而至。整体来看，近期基金限购再度增多，既有量化小盘基金因业绩突出吸引大 量申购，也有QDII基金因重仓海外热门科技股、净值涨幅明显而受到资金追捧。多家基金公司选择主 动限购，在控制资金流入节奏的同时，也体现出对长期业绩稳定性的重视。业内人士提醒，投资者在关 注绩优基金限购时，需理性看待阶段性收益差异。特别是QDII产品，其净值波动与海外市场联动度较 高，投资周期应以中长期为主，避免追涨杀跌。（智通财经） "史上最长"春节假期激发A股旅游行情 11月5日，A股旅游概念板块表现活跃。消息面上，11月4日，国务院办公厅发布关于2026年部分节假日 安排的通知。记者注意到，2026年春节假期较2025年多出一天，达到9天，成为史上最长春节假期。这 一变化迅速点燃了旅游市场"热效应"，各大平台票务搜索量和春节出行热度显著攀升。业内普遍看好长 假效应。去哪儿大数据研究院相关负责人在接受记者采访时表示："史上最长春节假期，有利于大家错 峰分散出行，节中出游群体预计也会增加。单日客流量会更平衡，旅客出游也较舒适。"（人民财讯） 商业银行密集推进不良资产转让 ...

Key Points - The article discusses various recent developments in the technology and automotive sectors, highlighting significant corporate movements and innovations [2][4][10][13][28]. Group 1: Corporate Movements - Liu Qiangdong's recent social media activity has sparked a humorous trend among netizens, showcasing the influence of social media on corporate image [4][5]. - Former Alibaba executives are joining Sam's Club, indicating a trend of talent migration from Alibaba to other retail platforms, which may enhance Sam's operational capabilities [8][9]. - ByteDance is aggressively recruiting for its robotics division, offering competitive salaries to attract top talent in the field of embodied intelligence [10][11]. - The recent IPO of Seres Group in Hong Kong marks a significant milestone as it becomes the largest IPO for a Chinese car manufacturer, raising approximately 14.016 billion HKD [13][14]. Group 2: Innovations and Technology Developments - Xiaopeng Motors announced four major technological advancements, including the launch of its second-generation VLA model, which will be utilized in collaboration with Volkswagen [14][15]. - Xiaomi's SU7 faced false rumors of being an accident vehicle, highlighting the challenges companies face regarding misinformation in the digital age [17]. - Volkswagen Group China announced a strategic investment of $200 million to develop self-designed system-level chips for its next-generation smart connected vehicles [28]. - The article mentions the ongoing development of AI technologies, including Google's plans to build a satellite network for AI data processing in space, which aims to address energy challenges associated with AI [44][45]. Group 3: Market Trends and Consumer Insights - JD.com's new electric vehicle, the Aion UT super, is set to launch with a focus on affordability, as 83% of surveyed users expect a price below 100,000 RMB [32][33]. - The article notes a significant decline in Tesla's sales in Germany, contrasting with the explosive growth of BYD's sales in the same market, indicating shifting consumer preferences [50]. - The article highlights concerns over potential AI investment bubbles, as evidenced by significant short positions taken by prominent investors against leading AI companies [51].

点击图片▲立即订阅 前三季度旅行服务出口同比增超五成 ｜点评｜ 6月《保障中小企业款项支付条例》正式施行，其中明确大型企业从中小企业采购需在60天内付款，并禁止强制接受商业汇票等非现 金支付方式。比亚迪很快表示将跟进，直到现在才有所动作。通过迪链开出"电子欠条"，延长货款支付时间，这笔钱就可以暂时被挪作他用， 提升资金使用效率。并且，迪链的存在模糊了比亚迪的真实负债情况，对财务状况起到了修饰效果。 比亚迪通过迪链将大量供应商与比亚迪高度绑定，一旦比亚迪现金流出现问题，这些供应商的货款都难以收回。供应商自然也知道迪链的风 险，可比亚迪作为大客户，中小供应商议价权不足，为了有更多订单只能捏着鼻子接受。 苹果明年或发布首款低价Mac 11月5日消息，商务部发布数据显示，2025年前三季度，我国服务贸易稳步增长，服务进出口总额59362.2亿元，同比增长7.6%。其中，出口 26015亿元，增长14.4%；进口33347.2亿元，增长2.8%。旅行服务出口呈现高速增长态势，商务部提到，前三季度旅行服务进出口达16372.5亿 元，增长8.8%。其中，出口大幅增长54.4%，进口增长2.7%。 9月24日，商务部联合财 ...

Core Viewpoint - Apple is expected to introduce a new, cheaper MacBook aimed at a broader market, particularly targeting students and small businesses, with a price range of $600 to $800, which is significantly lower than the current starting price of $999 for existing models [2][3]. Product Development - The new MacBook is currently in development and production, with expectations for a release in the first half of next year, likely between March and June [4]. - The device will not be as powerful as higher-end models but will support basic functions such as web browsing and light document editing [3]. Technology and Cost Management - Apple may utilize cheaper components and potentially an iPhone chip for the new MacBook, which could enhance performance while reducing costs [7]. - The strategy reflects Apple's approach of applying successful technology from other product lines, such as the iPhone, to the MacBook category [5][6]. Market Competition - The introduction of a lower-priced MacBook will increase competition in the market, particularly against Chromebooks and other affordable PCs from companies like Dell and HP, which have gained popularity in educational settings [9][10]. - The competitive landscape is shifting, with existing players experiencing stock dips in response to the anticipated new product from Apple [10].

Group 1 - The U.S. government shutdown has reached its 35th day, matching the longest record in history, causing significant disruptions in air traffic and a potential GDP decline of 1-2 percentage points in Q4 [1] - The U.S. Department of Commerce condemned the Netherlands for actions against Chinese companies in the semiconductor sector, which have disrupted global supply chains [1] Group 2 - Major U.S. stock indices closed lower, with the Dow Jones down 0.53%, Nasdaq down 2.04%, and S&P 500 down 1.17% [2][4] - Large tech stocks mostly declined, with Intel dropping over 6%, Tesla over 5%, and Nvidia over 3% [2][4] Group 3 - Global asset performance showed a decline in gold prices by 1.71% to $3933.08 per ounce, and WTI crude oil fell by 0.80% to $60.56 per barrel [6][8] - The cryptocurrency market experienced significant losses, with Bitcoin down over 7% and Ethereum down 15%, resulting in over $1.799 billion liquidated [6] Group 4 - Several U.S. companies reported earnings, with AMD's Q3 net profit at $1.243 billion, up 61%, and Uber's Q3 net profit at $6.6 billion, up 154% [9] - Pfizer's Q3 net profit decreased by 18% to $4.949 billion [10] Group 5 - Nokia announced plans to delist from the Paris Euronext exchange, pending board approval, while continuing to trade on the Helsinki Nasdaq [11] - The number of new A-share accounts in China dropped by 66% year-on-year in October, totaling 2.31 million [12] Group 6 - The Australian central bank maintained its cash rate at 3.6%, citing inflation concerns and a tight labor market [23] - Japan is considering the cancellation of tax incentives for personal imports, which currently allow a 40% tax reduction [21] Group 7 - The Chinese Ministry of Commerce reported a service trade deficit reduction of 238.24 billion yuan in the first three quarters of 2025, with total service trade growing by 7.6% [19] - The People's Bank of China announced a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system [20] Group 8 - The Chinese government plans to support the application of AI in healthcare, promoting smart therapy technologies and clinical trials [24][25] - The National Healthcare Security Administration will release a new drug directory in December, including innovative drugs [26] Group 9 - The production of polysilicon in China is expected to decrease by over 10% in November due to seasonal factors and industry self-discipline [29] - The Chinese stock market saw a decline, with the Shanghai Composite Index down 0.41% [31] Group 10 - The Chinese electric vehicle market is projected to see a 16% year-on-year increase in wholesale sales in October, reaching 1.61 million units [27] - Guizhou province is developing a three-year action plan for the export of liquor, aiming to enhance its global market presence [28]

Core Insights - Apple is preparing for its 50th anniversary and is focusing on AI strategies and innovative products like the foldable iPhone to maintain its market dominance in the next decade [1] - Analysts believe that 2026 will be a critical year for Apple's strategic transformation [1] Financial Performance - Apple management expects holiday quarter revenue to grow by 10% to 12%, reaching approximately $137 billion to $139 billion, which is about double Wall Street's expectations [2][3] - This quarter is projected to be Apple's highest in terms of revenue and iPhone sales [2][3] Product Strategy - Apple plans to launch several key hardware products in 2026, including the iPhone 17e, entry-level iPad with A18 chip, and M4 processor-equipped iPad Air [3] - The company will also introduce its first smart display and upgrade its AI products with a new Siri voice assistant based on Google's Gemini model [4][5] AI and Smart Home Initiatives - The new Siri will leverage AI-driven features and is expected to enhance Apple's brand image [5][6] - Apple is entering the smart home market with a focus on security ecosystems, including cameras, alongside the launch of its smart display [4] Competitive Challenges - Apple faces significant challenges in the smart home sector, entering late and needing to overcome established competitors like Google and Amazon [1][9] - The foldable iPhone will be released years after competitors, raising questions about its market acceptance [1][9] Regulatory and Geopolitical Risks - Potential adjustments to the App Store business model could impact revenue from developers [8] - Ongoing geopolitical tensions and tariffs pose risks, with Apple having previously absorbed billions in losses [9]

Core Insights - Apple Inc. reported strong financial results and anticipates that iPhone sales will benefit from the holiday season, despite a decline in demand for components from Largan Precision in November [1] - The performance of Apple's MacBook series has positively impacted its main suppliers, including Hon Hai and Quanta, with a notable increase in shipments [1] - The year-end sales peak is expected to drive performance for computer manufacturers, with Quanta's notebook shipments reaching 4.6 million units in September, a month-on-month increase of 500,000 units [1] Group 1: Apple and Suppliers - Apple’s strong quarterly performance is expected to continue into the holiday season, with a positive outlook for component suppliers like Largan and Yujingguang [1] - Hon Hai and Quanta are projected to see operational growth this quarter, driven by increased demand for MacBook products [1] Group 2: Market Trends - The notebook computer market is expected to grow at a single-digit percentage rate in 2025, with AI server shipments aligned with customer plans [1] - Hon Hai noted that the performance of computer terminal products in September was stable compared to August, with expectations for continued growth in the fourth quarter due to increased AI cabinet shipments [1] Group 3: Supply Chain Dynamics - Largan's chairman expressed a cautious outlook for operations this season, indicating that October's demand will be similar to September's, with a decline expected in November [1] - Despite Largan's conservative view, analysts remain optimistic about Apple's sales during the holiday season, anticipating a positive impact from supply chain order effects [1]