Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

近日，影石创新（688775.SH）在深圳举办年会，媒体从接近影石创新人士处获悉，现场送出湾区商品房和汽车等奖励。2月12日，影石CEO刘靖康在社 交平台回应："很多时候，激发高端人才的人心靠成就感、荣誉感或价值共鸣，但直接的物质激励也很重要"。 全文共1289字，阅读大约需要2分钟 往年，该公司年会就曾因送出金条和名车而出圈。 相关话题下，不少网友评论称："羡慕了""这样的公司一定是吸引人才的"。 公开资料显示，影石创新科技股份有限公司成立于2015年，是一家总部位于中国深圳的高科技企业，旗下拥有全景相机品牌Insta360。公司专注于智能影 像设备的研发、生产和销售，是以全景技术为基点的全球知名智能影像设备提供商。目前该公司主要产品类型包括消费级智能影像设备、专业级智能影像 设备、配件及其他产品等。 值得一提的是，早在2012年，还是大三学生的刘靖康便根据电话按键音破解了360董事长周鸿祎的手机号，并引起了创新工场董事长李开复和周鸿祎的公 开"抢人"。不过他最终选择了创业，在2015年便拿到IDG资本的天使轮投资。 据媒体报道，在此次年会上，影石创新的奖品清单显示，特等奖为36克重的影石定制金纸；一等奖为 ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . 至于在电子纸领域，因Oxide背板能有效减缓电子纸的残影、输入延迟感，并延长续航时间，对推 广大型电子纸看板的应用至关重要，促使 夏普 K2工厂成为关键电子纸Oxide背板供应商。一旦其 停产，推测后续订单可望由积极布局Oxide产能的陆系面板厂接手，但短期仍可能对电子纸产品的 升级进度造成负面影响。 TrendForce集邦咨询表示，尽管 夏普 已做出宣告龟山K2停产宣告，但其能否在今年八月以前将 整座工厂的产能全部收敛，或是保留部分关键客户使用的产能，以维持运营弹性，后续仍待观 察。 （ 来源：TrendForce集邦咨询 ） TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 Sharp（夏普）于2月10日公告，将执行日本龟山K2工厂(Gen8 2160mmx2460mm)停产计划， 后续并将寻找买家接手。Trend ...

2026.02.12 本文字数：893，阅读时长大约2分钟 2月11日，影石Insta360举办年会。其中，最重磅的特别贡献奖是5套大湾区商品房，均由90后获得。据 极目新闻，记者12日从影石方面获悉，现场还有保时捷、特斯拉、理想、宝马等名车相送。 另据红星新闻，记者从该公司一名知情员工处获悉，年会中送出商品房一事属实，房子价值百万元以 上，5名获奖者都是"90后"，其中没有高管。 此外，该员工还表示，年会上公司还送出6辆汽车，其中一人获得一辆保时捷，另五人从理想L7 Pro、 新款BMW 3系、特斯拉Model Y三款中任选一辆。 截至目前，该公司累计共送出33辆车，总价值超1000万元。 记者注意到，年会举办前（2月11日）凌晨，影石Insta360创始人刘靖康曾在朋友圈发布筹备照片，配 文"每年年会前都没有睡觉"。 网上流传的影石Insta360年会奖品清单还显示，特等奖为36克影石定制金钞，一等奖则包含3台iPhone 17 Pro、3台影翎Antigravity A1以及3份8克定制金钞，各类奖品总数超3600份。 影石方面也证实，该奖品清单属实，中奖率高达80%。其中，特等奖36g金纸（含黄金36 ...

Core Viewpoint - Apple's long-planned AI upgrade for Siri has encountered obstacles during recent testing, potentially delaying the release of anticipated new AI features, which may now be rolled out across multiple future versions of iOS instead of being included in the upcoming iOS 26.4 update [1][5][6]. Group 1: AI Upgrade Challenges - The AI upgrade for Siri, initially set to be included in iOS 26.4, is now likely to be split into multiple releases, with some features possibly delayed until iOS 26.5 (expected in May) and iOS 27 (expected in September) [1][5]. - Recent testing has revealed software issues that have contributed to the latest round of delays, with Siri struggling to accurately process user queries and taking too long to respond [5][8]. Group 2: Partnership with Google - Apple has partnered with Google to utilize the Gemini AI model as the technical foundation for the upgraded Siri, marking a significant shift towards AI integration in Apple's products [2][3]. - This collaboration has been beneficial for both companies, with Apple's agreement contributing to Alphabet's market valuation reaching $4 trillion [3]. Group 3: Future AI Features - The upgraded Siri is expected to allow users to control both Apple and third-party applications through voice commands, with a target launch date initially set for early 2025 but now pushed to 2026 [5][6]. - New features under development include enhanced capabilities for retrieving personal data and executing complex commands in a single voice instruction [7][9]. Group 4: AI Integration and User Experience - The integration of AI models into consumer electronics aims to create a more personalized AI assistant experience, similar to the concept of a "personal AI companion" depicted in the film "HER" [4]. - Apple's future AI plans include a complete overhaul of Siri, transforming it into a more advanced chatbot-like interface supported by Google's AI technology [10][11]. Group 5: Privacy Considerations - Apple's commitment to user privacy is influencing the development timeline of personalized AI features, with a focus on keeping user data secure and private [12].

Feb. 11, 2026 产业洞察 Sh a r p（夏普）于2月1 0日公告，将执行日本龟山K2工厂(Ge n 8 2 1 6 0mmx 2 4 6 0mm)停产计划， 后续并将寻找买家接手。Tr e n dFo r c e集邦咨询表示，K2工厂生产的面板主要用于笔电、平板电 脑、电子纸和智能手机，多年来支持Sh a r p维持Ap p l e（苹果）IT面板第三大供应商的角色，也 是电子纸的Ox i d e背板关键供应商。若产能按计划收敛，短期可能影响Ap p l e Ma cBo o k、iPa d 和电子纸供应。 根据Sh a r p公告，由于让渡K2工厂给母公司Fo x c o n n（富士康）的计划不成立，为进行事业改 革，遂执行今年八月K2厂的停产计划。该厂主要利基点是曾领先业界的Ox i d e背板技术，也曾 是Ap p l e Ma cBo o k以及iPa d产品的重要技术指标。然而，因韩系、陆系面板厂陆续投资Ox i d e 背板产能，导致Sh a r p的这项技术红利逐渐消失。 据 Tr e n dFo r c e 集 邦 咨 询 估 算 ， 目 前 Ap p l e 产 品 约 仅 ...

科幻作家亚瑟·C·克拉克在《未来的轮廓》中，总结了三条定律，其中最著名的一条，当属第三定律： Any sufficiently advanced technology is indistinguishable from magic. 任何足够先进的科技，都与魔法 无异。 亚瑟·C·克拉克的书桌，摆放着一台 iMac 跨越半个世纪，如果你足够敏锐，会发现苹果官方在定义产品名与体验时，极其迷恋一个第三定律中出 现过的词——Magic。 通常，这个英文单词代表着两个意思：魔法，或神奇，无论哪种释义，都是一种非常主观且感性的体 验，当它用于形容一堆由冰冷的玻璃、金属和无数行代码堆砌起来的工业制品上时，本身会呈现出一种 微妙的张力。 这种奇妙的张力，也许就是我们选择苹果的原因——在强烈竞争中，能将生态做到魔术般神奇的，只有 苹果。 但这种「Magic」的感知，究竟从何而来？ 拆解开来，其实就是三件事。 Magic，源于「不打扰」 如果用一个词来形容苹果的生态体验，我觉得是无感。 这听起来很玄学，但你仔细回想一下 AirPods 的体验，不需要插线，不需要你在蓝牙列表里痛苦地搜索 配对，就像是长了眼睛，能预判你的预判；我 ...

Company and Industry Summary Company: JieBang Technology Key Points - **Transition to Diverse Growth Sectors** JieBang Technology is transitioning from being a leader in precision structural components for consumer electronics to aggressively entering multiple high-growth sectors, indicating significant earnings elasticity [1] - **Cold Plate Strategy** The company has adopted a dual-track strategy by acquiring Taiwanese targets to bind with AVC and directly supplying samples to NVIDIA, quickly obtaining factory certification and gradually expanding into other major North American manufacturers [2][3] - **High Technical Barriers in Liquid Cooling Plates** The technology barriers for liquid cooling plates are extremely high, with core challenges in micro-channel teeth and precision welding. The production capacity is secure in both domestic and Vietnamese factories [2][3] - **VC Thermal Plates and Consumer Electronics** VC thermal plates are essential components for managing heat in devices like smartphones. JieBang is a core supplier for Apple, covering multiple models including the iPhone and iPad. The iPhone 17 series is expected to significantly boost revenue, especially in high-end models like Pro and Pro Max [3] - **Conductive Carbon Black and Domestic Substitution** The high-performance conductive agent market is currently dominated by foreign companies like Cabot. JieBang has achieved a technological breakthrough with a gross margin of 30% and has successfully entered the supply chain of leading battery manufacturers like CATL, indicating a clear domestic substitution logic [4] - **Benefiting from Demand for Low-Cost, High-Performance Materials** The company is poised to benefit from the demand for low-cost, high-performance domestic materials driven by the new energy battery sector [5] - **Entry into Global Satellite Internet Market** JieBang has successfully entered the SpaceX supply chain, providing a complete set of high-precision structural components for Starlink user terminals, which positions the company to share in the growth of the satellite internet market [5] - **Upcoming Mass Production** The company is nearing the end of the sample validation phase, with mass production imminent [6] - **Commercial Aerospace as a New Growth Driver** The commercial aerospace sector is expected to become a new significant growth driver for the company [7]

Fixed Income Research - The "multiple price bidding" in both reverse repos and MLF only affects the transparency and signal effect of tool interest rates, not the central bank's ability to dynamically adjust the pricing of liquidity tools [2][4][40] Biopharmaceutical Research - The medical device procurement level is expected to be driven by the long-term implementation of equipment update policies, with recommendations for companies likely to benefit from this policy, such as Mindray Medical, United Imaging, and others [8][9] - In January 2026, the procurement scale for new medical devices showed a decline, with MRI down 22.6%, CT down 25.6%, and surgical robots down 20.1% [8][9] Industry Insights - The equipment update policy aims for a 25% increase in medical equipment investment by 2027 compared to 2023, enhancing high-end equipment configuration to match middle-income countries [9] - The release of the "Guidelines for the Establishment of Medical Service Price Projects" for surgical robots is expected to accelerate their penetration and promote the commercialization of innovative medical equipment [10]

Core Insights - Apple Inc. reported a strong quarterly performance, highlighted by impressive iPhone sales and significant improvements in the Chinese market, which had previously been a weak area for the company [1] - The company provided optimistic gross margin guidance for the upcoming quarter, indicating resilience against high memory prices [1] Group 1: Financial Performance - Apple achieved "blowout" iPhone sales during the last quarter [1] - The company experienced "staggeringly good" numbers from China, marking a turnaround in a previously underperforming region [1] - Strong gross margin guidance suggests that Apple is managing costs effectively despite potential challenges from high memory prices [1] Group 2: Strategic Positioning - Apple has strategically avoided excessive spending on AI and data centers, which may position the company favorably compared to competitors that have invested heavily in these areas [3] - The company's product ecosystem includes a range of devices such as iPhones, Macs, iPads, and wearables, supported by services like AppleCare and cloud tools [3]