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Galaxy Z Fold 7 Review: Samsung FINALLY Nailed the Foldable
CNET· 2025-07-21 12:00
This is the Samsung Galaxy Zfold 7. It's thin, it's light, and it's got bigger displays. Goodbye awkwardly narrow cover screen.This book style foldable has entered a new chapter. I've been using the Galaxy ZFold 7 for a week, and here's everything to know from the cameras to the battery life to how using this wildly thin phone actually feels and whether it's worth that $2,000 price tag. This is All Things Mobile.Let's jump into it. Now, one of my favorite things about the Galaxy ZFold 7 is actually pretty m ...
立讯精密20250718
2025-07-19 14:02
Summary of the Conference Call for Luxshare Precision (立讯精密) Company Overview - **Company**: Luxshare Precision - **Industry**: Electronics Manufacturing, specifically in the Apple supply chain, automotive, and communication sectors Key Points and Arguments Globalization and Trade Impact - Luxshare Precision has a leading global layout and is relatively less affected by trade policies, with stock price declines attributed more to emotional impacts than fundamental deterioration, indicating potential for recovery [2][3] - The proposed global tariff by Trump is lower than expected, with potential exemptions or reductions for the company, suggesting manageable impacts from tariffs [2][3] Performance in Apple Supply Chain - The company performs exceptionally well within the Apple supply chain, continuously launching new products and participating in the assembly of core products like iPhones [2][5] - The increasing proportion of high-end products like Pro Max contributes to stable profit margins, minimizing the impact of sales fluctuations on overall performance [2][7][8] Automotive Sector Development - The acquisition of Lainai positions Luxshare for significant growth in the automotive sector, with collaborations with domestic and international companies like Geely showcasing substantial potential [2][6] - The company demonstrates excellent quality and performance in the TIER one direction, indicating promising future developments [6] Server and AI Business Potential - Luxshare's server business is positioned for breakthroughs due to strong growth in the industry and enhancements in components and assembly [4][10] - The company is not absent from the AI sector, presenting a high cost-performance ratio despite PCB being more focused on in the AI supply chain [4][13] Overseas Business Growth - The overseas business has high growth potential, primarily through acquiring mature clients and channels while leveraging China's strong supply chain for cost reduction [2][9] - Historical success rates of this model provide confidence in the overseas expansion strategy [9] Future Catalysts for Growth - Key catalysts for future growth include the diminishing impact of tariff policies, potential breakthroughs in server and optical connection fields, and innovations like Apple glasses expected to progress in the near future [12] Valuation and Investment Value - Current valuation is considered undervalued, presenting a high cost-performance ratio, with expected EPS growth and valuation recovery indicating clear investment value [4][13] Additional Important Insights - The company’s strategic positioning in various sectors, including automotive and AI, alongside its strong performance in the Apple supply chain, highlights its resilience and growth potential despite market fluctuations [2][5][6][12]
9点1氪|被订书钉损坏的Switch 2拍出179万天价;239亿深圳地王或被三折贱卖;市场监管总局约谈外卖平台要求理性竞争
3 6 Ke· 2025-07-19 00:47
上市进行时 双林股份 36氪获悉,双林股份发布公告,公司拟发行H股股票并在香港联合交易所有限公司(简称"香港联交 所")主板挂牌上市。 宇树科技 36氪获悉,中国证监会官网显示,宇树科技开启上市辅导,由中信证券担任辅导机构。根据辅导备案报 告,宇树科技控股股东、实际控制人王兴兴直接持有公司23.8216%股权,并通过上海宇翼企业管理咨 询合伙企业(有限合伙)控制公司10.9414%股权,合计控制公司34.7630%股权。 TOP3大新闻 "订书钉门"落幕,被订书钉损坏的Switch 2主机拍出179万天价 近日,美国零售商GameStop在X平台宣布正在拍卖"订书门"任天堂Switch 2游戏机。 据此前消息,在Switch 2发售初期,一名GameStop员工在交付主机时,将收据直接用订书机钉在主机外 盒正面,导致订书针穿透外层纸盒和塑料包装,最终刺穿了Switch 2的显示屏。但GameStop却将这场危 机转化为了一次公关奇迹,他们将这台被订书机钉坏的Switch 2以及罪魁祸首订书机,放到了eBay进行 慈善拍卖。最终,这台搭载订书机的Switch 2以25万美元(约合人民币179.4万元)的高价成交 ...
iPhone 17 Pro 再次爆料,今年降级了
Xin Lang Cai Jing· 2025-07-18 14:26
Core Insights - The iPhone 17 series will undergo significant design changes, including a major adjustment in materials used for the device's body [1] Group 1: Material Changes - The iPhone 17 Pro and iPhone 17 Pro Max will switch from titanium alloy to aluminum alloy for the frame, with the back cover made of a half-aluminum, half-glass composite material [2] - The decision to downgrade from titanium to aluminum is primarily to accommodate a new vapor chamber (VC) cooling system, enhancing heat dissipation, reducing weight, and lowering manufacturing costs [6] - The iPhone 17 Air will be the only model to feature a titanium alloy frame, emphasizing its ultra-thin design with a thickness of only 5.5mm [7][9] Group 2: Structural Integrity - The use of titanium alloy in the iPhone 17 Air is intended to provide greater hardness and improved tensile strength compared to aluminum, ensuring structural stability and durability while maintaining a slim profile [11] - Despite the iPhone 17 Pro series using aluminum, it will feature an integrated aluminum design, including the rear camera module, with a glass insert in the Apple logo area to support wireless charging [13]
外媒:已量产抗刮防眩光涂层,iPhone 17 Pro/Max或首发
WitsView睿智显示· 2025-07-18 06:42
Core Viewpoint - Apple has resolved production issues related to the anti-scratch, anti-glare coating for screens, which is expected to debut on the iPhone 17 Pro and iPhone 17 Pro Max [1][2]. Group 1 - The new anti-scratch, anti-reflective display coating will be a first for iPhones, specifically for the high-end models iPhone 17 Pro and iPhone 17 Pro Max [2]. - Earlier reports indicated that Apple faced bottlenecks in mass production due to slow manufacturing processes, which could not meet the demand for millions of devices annually [2]. - Recent updates suggest that Apple has collaborated with suppliers to improve the manufacturing process, resolving the mass production issues, allowing for the anticipated launch of the iPhone 17 Pro and iPhone 17 Pro Max [2].
库克“发飙了”,iPhone16 Pro系列售价很给力,人人买得起了
Sou Hu Cai Jing· 2025-07-17 05:41
国产手机集体发力,华为王者归来,小米、OPPO、vivo各显神通,用户买手机的口味也似乎发生了改变,苹果销量下滑成了最近的热门话题。 说到性能,这代iPhone并没有玩什么"花活",但你不能否认它依然是最稳定的选择。A18 Pro 处理器是苹果自研芯片的又一次迭代,重点优化了AI运算、 能效控制和图像处理能力,搭配iOS系统的软硬件协同,长时间使用依然不卡顿。 影像方面也有了不小的突破。超广角镜头从1200万像素直接升级到了4800万像素,这不是"堆数值"式的升级,而是带来了更高解析力、更强夜拍表现。 反观 iPhone16 Pro 这款手机,屏幕尺寸从6.1英寸升级到 6.3英寸,小幅提升但仍然便于单手掌控,机身依旧紧凑。由于尺寸限制,电池容量只有 3650mAh,如果你是重度用户,可能需要随身带个充电宝。 很多人说,苹果没新意,价格又高,所以转身投入国产阵营。但如果你以为苹果就此"高冷到底",那你就错了。iPhone16 Pro Max 和 iPhone16 Pro 系列的 价格下调幅度之大,连库克自己都罕见动了真火,2300元、2100元的降幅,让无数观望者彻底心动。 苹果在这次国内大促中的表现,令人刮 ...
浪人早报 | 黄仁勋称轻视华为的人极其天真、美团高管称不想卷但不能不反击、特斯拉ModelYL秋季发布…
Xin Lang Ke Ji· 2025-07-17 01:57
黄仁勋称轻视华为的人极其天真 英伟达创始人黄仁勋于7月16日在北京举行媒体会。黄仁勋指出,任何轻视华为、轻视中国制造能力的 人,都极其天真(Deeply Naive)。这是一家实力强劲的公司,而且他见过华为过去创造的技术。 美团高管称不想卷但不能不反击 据参考消息,新加坡《联合早报》网站7月16日报道,美国芯片公司超微半导体(AMD)称,在美国宣 布将批准销售后,该公司计划重启向中国出口其MI308芯片。此前,美国对英伟达一款芯片作出了类似 决定。 京东回应外卖取消超时20分钟免单 社交平台上有多位网友发文称,京东外卖取消了曾被视为护城河的"超时20分钟免单"服务,改为了"超 时20分钟赔付4元优惠券"。 从补贴战变成混战,再升级为 "中国互联网史上规模最大的补贴战"。只用了不到 100 天。美团最核心 业务的操盘人,也是本轮外卖反击战的指挥者——王莆中接受了媒体访谈。王莆中在谈到平台有没有推 动商户去卷促销时表示:"我们是反对营销内卷的。"但同时他也表示:"但餐饮行业有太多同质化竞 争,比如奶茶,大家拼命放加盟,激烈竞争。我跟很多头部餐饮老板都聊过不要内卷。他说你能说服所 有人,我们就不卷。但我能说服所有人 ...
全球销量第一的三星,为什么打动不了国人
3 6 Ke· 2025-07-16 13:09
必须要承认,三星S25 Ultra的屏幕真的是太绚丽了。这块6.9英寸的屏幕使用了第二代Dynamic AMOLED技术,峰值亮度2600尼特。尽管参数并不顶级, 但在实际观看效果上,三星的屏幕非常通透而真实。 这块屏幕确实带来了近似"增强现实"的沉浸感,不论是追剧还是修图,都比我用过的苹果和其他安卓机型要更舒服。屏幕边框缩窄到1.3mm,视觉冲击力 很强。总的来说,屏幕依然是三星的绝对优势,但和国产旗舰的差距已经不像过去那么大了。 三星,一个举全国之力、涵盖了各行各业的神奇品牌,甚至连开箱都可以让人返祖。但你有多久没见过周围人用三星的手机了? 2013年三星在中国市场份额高达21.9%,稳居中国第一。但到了2024年,三星已经彻底沦为不足1%占有率的others。不过在全球市场上,三星仍以19%的 销售占比位居第一,有不少人也将三星尊为"安卓机皇"。 今年3月,我入手了这台顶配的三星S25 Ultra,想了解安卓机皇到底体验如何。但深度体验了几个月之后,我反而更疑惑了,就这? 依旧领先的硬件体验 另外,S25 Ultra屏幕这次有一层抗反射涂层,实际使用的时候效果非常明显。站在树影下使用,也不会被斑驳的光线 ...
汽车圈有水军恶意抹黑小米和华为?微博CEO:或有第三方暗中撺掇;曝阿里将推出「超级星期六」外卖计划;MiniMax获3亿美元融资
雷峰网· 2025-07-15 00:31
Key Points - The article discusses various developments in the automotive and technology sectors, highlighting significant events and trends affecting companies like Xiaomi, Huawei, and NIO [4][6][16]. Group 1: Automotive Developments - MiniMax has secured $300 million in financing, raising its post-money valuation to over $4 billion, indicating strong investor confidence despite a cooling market for AI models [6][7]. - Li Auto has established a new computing resources department to enhance its self-developed models, aiming for L3 autonomous driving by 2025 [9][10]. - NIO's stock surged by 10.6% following the announcement of its new model, the L90, which is priced competitively in the electric SUV market [14][20]. Group 2: Technology and Market Strategies - Huawei's automotive brand, 尚界, is targeting the mainstream market with its H5 model, attracting over 1,000 dealers, emphasizing high cost-performance and advanced driving systems [16][17]. - Alibaba plans to launch a "Super Saturday" promotion for food delivery, offering significant discounts to boost consumer engagement [12][13]. - ByteDance's subsidiary, Mu Tong Technology, has acquired part of the team from Hangzhou Xin Guang Liu Mei, indicating a strategic move into the gaming sector [17][18]. Group 3: Industry Insights and Predictions - Elon Musk predicts that AI will surpass human intelligence collectively within five years, reflecting the rapid advancements in AI technology [28][31]. - The article notes that Huawei's wearable products have shipped over 200 million units, with the GT series alone exceeding 52 million units, showcasing the brand's strong market presence [23][24].
中年人的保温杯,比iPhone还小了?
首席商业评论· 2025-07-14 04:10
Core Viewpoint - The article discusses the rising trend of mini titanium thermos cups, highlighting their practicality and health benefits in the context of modern consumer preferences for smaller, more portable items [1][2]. Group 1: Changing Consumer Needs - The demand for thermos cups has shifted from traditional large sizes to smaller, more compact designs that fit into smaller bags [4][6]. - Consumers are now looking for thermos cups that are palm-sized and easy to carry, reflecting a trend towards minimalism and convenience [7][10]. Group 2: Product Features - The titanium mini thermos cup has a capacity of 200ml, which is considered ideal for modern consumption habits, allowing for fresh water to be consumed more frequently [12]. - The inner lining of the cup is made of titanium, which is healthier compared to stainless steel, as it does not leach harmful metals [14][16]. - Weighing only 153.5 grams, the cup is extremely lightweight, making it easy to carry around [18]. - The price point for the titanium thermos cup is competitive, with promotional offers making it accessible to a wider audience [20][21]. Group 3: Health and Safety - The titanium material is resistant to corrosion and does not react with acidic or alkaline beverages, ensuring safe consumption [30][33]. - The cup is designed to maintain temperature effectively, keeping drinks hot for 6-8 hours, which is suitable for various seasonal needs [44][46]. - The product addresses growing consumer concerns about safe drinking water, aligning with the trend towards health-conscious choices [37][63]. Group 4: Design and Aesthetics - The thermos cup is available in four colors, appealing to diverse consumer preferences [23][61]. - The design includes features that enhance grip and prevent slipping, showcasing attention to user experience [59]. Group 5: Market Positioning - The article emphasizes the importance of choosing high-quality products over cheaper, inferior alternatives, particularly in the context of health and safety [27][28]. - The popularity of titanium thermos cups is attributed to their durability and long-lasting performance, making them a worthwhile investment [39][40].