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运营商还在博弈?采用eSIM的最薄iPhone内地上市仍无时间表
Guan Cha Zhe Wang· 2025-10-10 05:57
iPhone Air与iPhone 17系列一同在9月10日发布,这款手机机身厚度仅5.6毫米,被称为史上最薄的 iPhone,同时该产品取消了实体SIM卡槽,全球统一采用eSIM。 当时苹果在发布新品时,曾提到iPhone Air采用eSIM设计以节省内部空间,已经得到全球超过500家运 营商的支持,其中特别提到了"中国联通"。与此同时,苹果店员也透露,iPhone Air将在9月19日在国内 上市,并且可以直接在店内办理联通eSIM卡。 (文/观察者网 吕栋 编辑/张广凯) 距离发布已经过去一个月,"最薄iPhone"在内地上市仍没有时间表。 10月9日,观察者网在上海某苹果授权专营店了解到,iPhone Air仍然没有上市,并且苹果官方没有告知 上市的具体时间。该店工作人员表示,是因为运营商eSIM的支持问题。 eSIM就是虚拟的SIM卡。它有一定优势,比如可以节省机内的空间,也能适应恶劣的工作环境。但也存 在劣势,不利于实名制管理和信息安全,甚至可能导致数据泄露和电信诈骗。 耐人寻味的是,eSIM同样会加剧国内运营商之间的博弈。"对运营商而言,eSIM减少了办卡、补卡等业 务场景中的用户触点及相关收入 ...
广告市场榜单,也是行业增长的晴雨表
Hu Xiu· 2025-10-01 07:05
今天,我们把视野重新拉回到美国广告市场。 这不仅是全球体量最大、生态最成熟的广告市场,也始终是判断产业节奏与媒介演进的一个风向标。无论是预算回暖还是平台博弈,美国市场的每一次调 整,往往都会在某些层面,提前映射出全球广告行业的未来走向。 如果说过去五年,我们谈广告更习惯从技术平台、媒介趋势和消费者触点出发,那么如今,行业本身也成了一个决定广告结构的变量。 哪些行业在持续加码、谁在主动收缩,这些策略背后映射的,是这个行业所处的周期。 从金融到电信,从快消到汽车,在美国市场,每一行业的广告支出是增长模型、用户逻辑与媒介选择的再分配。 所以,与其说我们在看广告行业的趋势,不如说是在看各个行业如何重新定义"广告"在其增长路径中的位置。 而这,正是我想在这篇文章里讨论的: 在看似全面复苏的美国广告市场下,不同行业之间,究竟呈现出怎样的分化节奏? | | % of total media | Industry ad | | | --- | --- | --- | --- | | | ad spending | spending | % change | | Retail | 26.3% | $108.79 | 5.4% ...
X @BNB Chain
BNB Chain· 2025-09-30 09:00
Stay connected with free 10GB global eSIM for all #BNBSingapore attendees thanks to @XPINNetwork 🤩More details 👇https://t.co/flDxxdZmJeXPIN Network🛰️ (@XPINNetwork):Excited to support @BNBCHAIN Singapore at #TOKEN2049 on Oct 2nd!#XPIN is powering seamless connectivity with FREE 10GB Global eSIM for all participants—stay connected in 149+ countries without borders.Free the Data, Free the World!🛰️ Join here: https://t.co/ySZkixSGPf https://t.co/IlpAftZ4Ib ...
从“天地一体”到“万物智联” 央企重塑通信产业新格局
Core Viewpoint - The launch of satellite communication services by Chinese telecom operators marks a significant advancement in communication technology, enabling direct satellite connectivity for mobile phones and vehicles, which is crucial during emergencies [1][2][5]. Group 1: Satellite Communication Development - China Telecom has pioneered the commercial service of "mobile direct satellite connection," overcoming significant technical challenges to provide this service to consumers [2][4]. - China Unicom has also received a license to operate satellite mobile communication services, further expanding the availability of satellite connectivity across the country [1][5]. - The integration of satellite communication with terrestrial networks is seen as a key feature of the upcoming 6G era, enhancing the resilience and reach of communication services [7][9]. Group 2: Technological Innovations - The introduction of eSIM technology is transforming device connectivity, allowing for more flexible and secure communication solutions across various devices [9][10]. - The proliferation of IoT applications, such as smart water meters and livestock tracking, demonstrates the practical benefits of enhanced connectivity in everyday life [10][12]. - The collaboration between telecom companies and technology providers is driving innovation in communication infrastructure, with a focus on 5G and future 6G technologies [16][20]. Group 3: Economic and Environmental Impact - The shared infrastructure model between China Telecom and China Unicom has resulted in significant cost savings and reduced carbon emissions, showcasing a sustainable approach to network expansion [18][20]. - The development of domestic CPU technology is crucial for supporting the growing demands of AI and other advanced applications, indicating a shift towards self-sufficiency in critical technology sectors [20].
X @BSCN
BSCN· 2025-09-28 22:10
RT BSCN (@BSCNews)🤯 A BABYDOGE ESIM?! @BabyDogeCoin has expanded its ecosystem by launching its very own eSIM, currently supporting $USDC payments... ⬇️ https://t.co/yPk6Vhrd15 ...
X @BSCN
BSCN· 2025-09-28 15:10
RT BSCN (@BSCNews)🤯 A BABYDOGE ESIM?! @BabyDogeCoin has expanded its ecosystem by launching its very own eSIM, currently supporting $USDC payments... ⬇️ https://t.co/yPk6Vhrd15 ...
X @BSCN
BSCN· 2025-09-28 11:10
RT BSCN (@BSCNews)🤯 A BABYDOGE ESIM?! @BabyDogeCoin has expanded its ecosystem by launching its very own eSIM, currently supporting $USDC payments... ⬇️ https://t.co/yPk6Vhrd15 ...
X @BSCN
BSCN· 2025-09-28 08:05
🤯 A BABYDOGE ESIM?! @BabyDogeCoin has expanded its ecosystem by launching its very own eSIM, currently supporting $USDC payments... ⬇️ https://t.co/yPk6Vhrd15 ...
紫光国微(002049):股权激励保障长期增长,把握公司成长新起点
上 市 公 司 2025 年 09 月 26 日 紫光国微 (002049) —— 股权激励保障长期增长,把握公司成长新起点 报告原因:有业绩公布需要点评 买入(维持) | 市场数据: | 2025 年 09 月 25 日 | | --- | --- | | 收盘价(元) | 84.00 | | 一年内最高/最低(元) | 86.77/48.36 | | 市净率 | 5.6 | | 股息率%(分红/股价) | 0.25 | | 流通 A 股市值(百万元) | 71,352 | | 上证指数/深证成指 | 3,853.30/13,445.90 | | 注:"股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产(元) | 14.95 | | 资产负债率% | 27.23 | | 总股本/流通 A 股(百万) | 850/849 | | 流通 B 股/H 股(百万) | -/- | 一年内股价与大盘对比走势: 09-25 10-25 11-25 12-25 01-25 02-25 03-25 04-25 05-25 06-25 ...
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BSCN· 2025-09-26 02:40
RT BSCN (@BSCNews)🚨 BABYDOGE LAUNCHES OFFICIAL ESIM - @BabyDogeCoin has just launched its own eSIM, supporting $USDC payments... Catch up now ⬇️https://t.co/yPk6Vhrd15 ...