根据 Sensor Tower 的数据，这家科技巨头还大幅削减了 Vision Pro 在美国和英国等市场的数字广告支出。苹果在 13 个国家直接销售该头显，但在 2025 年并 未将其扩展至其他市场。 智通财经APP获悉，两家市场情报公司的报告称，由于消费者需求低迷，苹果公司(AAPL.US)已经缩减了其 Vision Pro 头显的生产与营销规模。 根据国际数据公司(IDC)的数据，苹果的中国制造合作伙伴立讯精密已于去年年初停止了 Vision Pro 的生产。在 2024 年(即该设备发布当年)，其出货量为 39 万台。 IDC 预计，苹果在 2025 年第四季度(包括繁忙的假日购物季)仅将交付 4.5 万台新机。 目前约 80% 的市场份额由 Meta (META.US) 的 Quest 头显占据，其起售价约为 370 美元，功能较不先进。即便如此，Meta 在过去一年中也缩减了其头显产 品的数字营销支出。 起售价为 3499 美元的 Vision Pro 被许多人认为过于昂贵。批评人士还指出，该头显重量较沉、佩戴不适、电池续航时间相对较短，且应用软件有限。 苹果试图通过在 10 月推出升级版的 M5 ...

智通财经APP获悉，两家市场情报公司的报告称，由于消费者需求低迷，苹果公司(AAPL.US)已经缩减 了其 Vision Pro 头显的生产与营销规模。 根据国际数据公司(IDC)的数据，苹果的中国制造合作伙伴立讯精密已于去年年初停止了 Vision Pro 的 生产。在 2024 年(即该设备发布当年)，其出货量为 39 万台。 IDC 预计，苹果在 2025 年第四季度(包括繁忙的假日购物季)仅将交付 4.5 万台新机。 根据 Sensor Tower 的数据，这家科技巨头还大幅削减了 Vision Pro 在美国和英国等市场的数字广告支 出。苹果在 13 个国家直接销售该头显，但在 2025 年并未将其扩展至其他市场。 起售价为 3499 美元的 Vision Pro 被许多人认为过于昂贵。批评人士还指出，该头显重量较沉、佩戴不 适、电池续航时间相对较短，且应用软件有限。 苹果试图通过在 10 月推出升级版的 M5 版本来解决其中一些问题，该版本延长了电池续航并采用了新 的头带设计。预计苹果将于今年推出一款价格更低、配置较低的版本。 根据 Counterpoint Research 的数据，虚拟现实头显 ...

Investment Rating - The industry investment rating is "Outperform the Market - A" and the rating is maintained [6] Core Insights - The report highlights that overseas AI implementation is accelerating, with a global resonance in the software sector [1] - IDC's leading orders have reached a historical high, with plans to double capacity by 2029 to meet the demand of over 900MW retail and xScale customers [1] - North American cloud providers are showing positive Capex guidance, with significant growth in cloud business [2][3][4] - ServiceNow's performance exceeded expectations, with AI contracts projected to reach $1 billion by 2026 [4] Summary by Sections Industry Insights - In Q3 2025, Equinix reported revenue of $2.32 billion, a year-on-year increase of 5%, with total bookings reaching a historical high of $394 million [1] - Google reported Q3 2025 revenue of $31.2 billion, a 9% year-on-year increase, with cloud revenue growing by 34% [2] - Microsoft achieved Q1 FY26 revenue of $77.7 billion, an 18% year-on-year increase, with cloud revenue exceeding $49 billion [2] - Amazon's Q3 2025 revenue was $180.2 billion, a 12% increase, with AWS revenue growing by 20.2% [3] - Meta's Q3 2025 revenue reached $51.2 billion, a 26% increase, driven by advertising revenue growth [3] Performance Metrics - ServiceNow's Q3 2025 subscription revenue was $2.599 billion, a 21.5% year-on-year increase, with cRPO at $11.35 billion [4] - The report suggests focusing on AI-related stocks in the US market, such as Salesforce, Vertiv, and Coreweave [4][16] Market Review - The report notes that the computer sector outperformed the Shanghai Composite Index by 2.55% this week [17] - The computer sector index increased by 2.66% year-to-date, significantly outperforming the overall market [18]