"特朗普又疯了！"10月10日清晨，白宫上空飘着未散的硝烟味。当他把145%关税的旧戏重演成100%新剧本时，全球金融市场在三分钟内上演了 比好莱坞更刺激的"崩盘大片"——标普500指数暴跌820点，蒸发7000亿美元市值。这场看似荒诞的"关税闹剧"，实则是中美贸易战2.0的残酷序 章。 第一幕：稀土封喉，六代机坠落 中国9日启动的稀土全链条管制，比任何军事封锁都致命。内蒙古包头的稀土冶炼厂灯火通明，工人们正将最后几批钕铁硼磁钢装入印着"国家战 略储备"的集装箱。这种能让F-47隐形战机雷达隐形的关键材料，从10月11日起每克都需审批。美国军工复合体瞬间慌了神——洛克希德·马丁的 工程师连夜计算：若稀土断供，F-47的原型机可能永远飞不上天空。更让硅谷窒息的是，特斯拉上海工厂的永磁电机生产线已接到紧急调货通 知，马斯克在推特上连发三条"这比火星移民更难"。 特朗普千字怒文引美股崩盘！中国三拳出击反杀关税战？ 【前言】 第四幕：美股惊魂，资本用脚投票 纽约证券交易所的交易员们永远记得那个黑色星期五。特朗普的推文刚发出90秒，高频交易算法就嗅到了危险。当"100%关税"字样出现在屏幕 上时，道琼斯指数像自由落体般 ...

今天分享的是：品牌星球：小内容趋势报告2025-碎片化时代下的品牌新叙事 小内容趋势报告 2025 报告共计：48页 《小内容趋势报告2025-碎片化时代下的品牌新叙事》核心总结 在碎片化时代，2025年品牌面临集体焦虑，其根源在于媒介形态重构与消费者需求转变。一方面，新内容创作形式兴起，媒介 环境发生变化；另一方面，消费者价值观更趋理性，不少品牌因此缩减投放，甚至有品牌离场，在此背景下，"小内容"成为品 牌破局的关键方向。 小内容具备多方面显著特点。从传播与互动属性看，它传播迅速且社交参与性强，能有效吸引用户关注并促进用户互动；在贴 近用户层面，小内容接地气，善于运用生活化的经验、记忆和语言，比如麦当劳社媒编辑部常用"麦乐鸡侠"这类贴近消费者生 活的元素，打破冷冰冰的产品介绍，拉近与消费者距离；形式上，小内容注重小而精准的对话，可结合方言等特色形式，如采 用北京、广东、四川等地的方言，搭配显眼户外广告大片与俏皮风格，增强内容独特性。 在品牌实践应用方面，诸多品牌探索出不同路径。部分品牌以创始人好奇心为源点，通过生活化内容为品牌注入温度，展现创 始人特质，替代单纯宣传推广；还有品牌打造长效内容IP并开展运营， ...

Core Insights - Apple Inc. is recognized as a significant player in the AI stock market, contributing to Wall Street's upcoming rally [1] - JPMorgan has maintained an "Overweight" rating on Apple, indicating positive sentiment based on channel checks revealing moderated lead times for iPhones [1] Group 1: Product Availability and Demand - In Week 4 of the Apple Product Availability Tracker, lead times for iPhones have moderated, which is typical for this period post-launch, although they remain elevated compared to the previous year with the iPhone 16 series, indicating higher year-over-year demand [2] Group 2: Investment Perspective - While Apple is seen as a viable investment, there are other AI stocks that may present greater upside potential and lower downside risk, suggesting a competitive landscape for investors [3]

Apple TodayAAPLApple$254.22 -0.22 (-0.08%) 52-Week Range$169.21▼$260.10Dividend Yield0.41%P/E Ratio38.59Price Target$245.66Add to WatchlistIn the past three months, Apple Inc. NASDAQ: AAPL stock has jumped over 26% and become one of the better-performing stocks in the tech sector. The stock is still “only” up about 11% in the last 12 months, but recent analyst sentiment suggests that there’s still more upside to the stock’s recent rally heading into the holiday season. For many reasons, it’s still about th ...

Core Viewpoint - Apple concept stocks have seen significant gains following the strong sales performance of the iPhone 17 series, which has led to increased production forecasts and positive market sentiment [1] Group 1: Stock Performance - Qiu Tai Technology (01478) rose by 7.11%, trading at HKD 16.73 - Sunny Optical (02382) increased by 4.61%, trading at HKD 89.6 - Hong Teng Precision (06088) gained 4.2%, trading at HKD 6.45 - AAC Technologies (02018) saw a rise of 2.56%, trading at HKD 45.64 [1] Group 2: iPhone 17 Sales and Production - The iPhone 17 series has maintained high sales momentum since its launch on September 19, with delivery times on Apple's official website extending to 3-4 weeks - Following strong pre-sale performance, Apple has notified two suppliers to increase the daily production of iPhone 17 by at least 30% - Wedbush analysts noted that global demand for the iPhone 17 series is 10%-15% higher than that of the iPhone 16, indicating a new growth cycle for Apple [1] Group 3: Strategic Partnerships - OpenAI has formed a strategic partnership with Luxshare Precision (002475) to jointly develop a revolutionary AI device for consumers - According to sources from Credit Lyonnais, OpenAI is also in discussions with Lens Technology (300433) and AAC Technologies regarding component supply - Given that key members of OpenAI's device team come from Apple, collaborating with Apple’s supply chain companies is seen as a logical move, potentially providing new growth momentum for existing Apple supply chain firms [1]

Apple has asked a US court to dismiss a consolidated class action lawsuit over delayed Siri features, reports MacRumours citing court documents reviewed by it. The lawsuit claims that Apple misled customers with marketing for the iPhone 16, which promoted upcoming Siri features powered by Apple Intelligence. Plaintiffs said they would not have purchased the iPhone 16, or would have paid less, if they had known the features would be delayed.The case, Landsheft v. Apple Inc., is being heard in the U.S. Distri ...

Over the last two weeks, I've been using Samsung's $650 Galaxy S25 FE. And while it's not without its flaws, this cheaper edition of the Galaxy S25 came in handy in ways I did not expect. This is all things mobile.The Galaxy S25 FE largely continues the formula that Samsung has followed for the last 2 years with the S23 and S24 FE. In this case, the S25 FE takes the phone design of the $1,000 S25 Plus and fills it with internals that match up to last year's Galaxy S24. This gives the phone the look of a bra ...

Core Points - Concerns have been raised regarding the durability of the iPhone 17 Pro's aluminum body, despite the iPhone Air performing well in durability tests [1] - Apple has responded to these concerns, clarifying that the wear marks observed on display units are due to the use of worn MagSafe stands in retail locations, and these marks can be cleaned off [1] - The company is addressing the issue by replacing the worn MagSafe stands in stores [1] - A YouTube reviewer highlighted that the raised edges of the iPhone 17 Pro's camera module are particularly prone to scratches due to the lack of chamfered or rounded edges [1] - Apple stated that the raised edges of the camera module share similar characteristics with the anodized aluminum edges of other Apple products, and while they are durable, normal wear and tear may occur over time [2]

最近几天，热度很高的 iPhone 17 系列终于正式发售了，不知道有没有差友们激情下单？ 我们的手机已经收到了，而且我们还额外去咱们的香港地区买了两台 iPhone Air，准备给大家拆一拆 —— 所以正式的完整评测还得过两天，但相信能给 大家看爽。 今天我们也会带一点儿新 iPhone 的体验感受，不过我们主要想跟大家聊另外一件事儿： 不知道你们发现没，iPhone 17 标准版一反以往的 "谁买标准版啊"，成了今年呼声最高的购买选项。 因为你有高刷我就买，没有就不买，就这么简单。 在过去一年的时间里，各家国产品牌对标、致敬、强行兼容苹果的各种骚操作不断，苹果在中国市场的份额也是跌到了第三，要说果果没压力，那是绝对 不可能的。 而 iPhone 17 系列，就是如今苹果面对压力的回应。 在经过高刷和一系列升级之后，预约量在单个电商平台就超过了 200 万。。。 如果托尼没记错的话，去年标准版 iPhone 16 在相同平台的预约量也就三四十万左右，翻了将近十倍。。。 iPhone 17 Pro 凭借着 VC 散热、更大的电池以及新的外观，也是怒刷了一波存在感。 无论如何，iPhone 17 这一代让 iP ...

最近几天，热度很高的iPhone 17系列终于正式发售了，不知道有没有差友们激情下单？ 我们的手机已经收到了，而且我们还额外去咱们的香港地区买了两台iPhone Air，准备给大家拆一拆。 今天我们也会带一点儿新iPhone的体验感受，不过我们主要想跟大家聊另外一件事儿： 不知道你们发现没，iPhone 17标准版一反以往的"谁买标准版啊"，成了今年呼声最高的购买选项。 在经过高刷和一系列升级之后，预约量在单个电商平台就超过了200万。 如果托尼没记错的话，去年标准版iPhone 16在相同平台的预约量也就三四十万左右，翻了将近十倍。 iPhone 17 Pro凭借着VC散热、更大的电池以及新的外观，也是怒刷了一波存在感。 无论如何，iPhone 17这一代让iPhone销量"起死回生"，可以说是板上钉钉的事情了。 就这么说吧，我司好几个主力机是安卓的同事，都怒冲了一台iPhone 17作为第二台手机，成为了双持党。 因为你有高刷我就买，没有就不买，就这么简单。 在过去一年的时间里，各家国产品牌对标、致敬、强行兼容苹果的各种骚操作不断，苹果在中国市场的份额也是跌到了第三，要说果果没压力，那是绝对 不可能的。 ...