不过，对于市场对苹果iPhone 17 Air的反应，莫哈尼认为投资者不会过分乐观。"虽然以往手机外观形 态的变更曾显著推动新一代iPhone的换机周期，但在我们看来，投资者对纤薄机型的提振作用预期相对 更加谨慎。"他表示。 尽管发布了投资者预期趋于谨慎的警告，莫哈尼仍重申对苹果股票的"买入"评级，目标价为250美元。 在9月9日的发布会上，苹果预计将推出iPhone 17、iPhone 17 Air、iPhone 17 Pro和iPhone 17 Pro Max。 同时，苹果还可能发布Apple Watch Series 11、Apple Watch Ultra 3，以及AirPods Pro 3和AirTag 2。(作 者/箫雨) iPhone 17 Air将成为亮点 凤凰网科技讯 北京时间8月27日，据科技网站9to5mac报道，苹果公司已确定将于当地时间9月9日举行 秋季发布会，届时预计将发布iPhone 17系列手机。美国银行研究分析师瓦米·莫哈尼(Wamsi Mohani)在 时间确定前发布研报，对这一发布会进行了市场展望。 莫哈尼表示，此次发布会的主要亮点将是苹果推出纤薄版iPhone(iPho ...

Apple is reportedly plotting a major shakeup of its iPhone lineup as it looks to jump start the iconic smartphone’s sagging sales.The Cupertino, Calif.-based tech giant is “planning three straight years of major iPhone redesigns” – beginning with the rollout of the new “skinny” iPhone Air model this September and culminating in 2026 with the launch of a long-rumored foldable iPhone, Bloomberg reported.The Air version of the iPhone will be reminiscent of the Apple’s thinner, lighter laptop of the same name. ...

屏幕之后我释怀了，原来是熟悉的陌生人。[doge] 0:00 老外开箱iPhone 17 Pro Max，点亮 ...

Core Viewpoint - The Apple supply chain is experiencing a significant boost as the iPhone 17 enters mass production, with strong performances from related stocks and a focus on production expansion in India [1][2][10]. Industry Summary - The Apple supply chain stocks, including Anjie Technology and Chaoyang Technology, have shown strong gains, outperforming the broader market, with the fruit chain concept sector rising by 1.39% [1][6]. - The global smartphone market is projected to see a revenue increase of 10% year-on-year, surpassing $100 billion, while shipment growth is only 3%, indicating a shift towards higher average selling prices (ASP) driven by premium models [8]. - Apple has captured 43% of the global smartphone market revenue, with a 13% year-on-year growth in revenue [8]. Company Summary - Apple has begun producing all four models of the iPhone 17 in India, marking the first time that all new models, including Pro versions, will be shipped from India from the initial release [2]. - The iPhone 17 series is expected to feature significant upgrades, including enhanced AI capabilities and improved components, which may drive sales further [1][10]. - Apple announced a $100 billion investment commitment in the U.S. and reported a 10% year-on-year revenue increase to $94 billion for Q3 of fiscal year 2025, with strong growth in iPhone, Mac, and services [10].

Core Viewpoint - The Apple supply chain is experiencing a significant boost as the iPhone 17 enters mass production, with strong performance observed in related stocks and a notable increase in production activities in India and China [1][2][7]. Group 1: iPhone 17 Production and Impact - Reports indicate that the iPhone 17 has entered large-scale production, with Foxconn ramping up hiring at its Zhengzhou factory [2][7]. - Apple is expanding its iPhone production capacity in India to supply the U.S. market, including two newly operational factories [1][2]. - Analyst Ming-Chi Kuo suggests that the iPhone 17 series will feature 12GB of RAM and enhanced AI capabilities, potentially driving sales [1][7]. Group 2: Market Performance and Stock Reactions - The Apple supply chain stocks, including Anjie Technology and Chaoyang Technology, saw significant gains, with the sector outperforming the broader market, rising by 1.39% [1][5]. - Specific stocks like Sunny Optical in Hong Kong surged over 6%, indicating strong investor interest in the Apple supply chain [5]. Group 3: Product Features and Changes - Leaks suggest that the iPhone 17 series may eliminate the camera control button due to low usage frequency, which could enhance user experience and reduce costs [3][4]. - The iPhone 17 Pro will retain a physical SIM card slot for markets that do not support eSIM, while the iPhone 17 Air will replace the Plus model with a thinner design [4][5]. Group 4: Industry Trends and Financial Performance - The global smartphone market is projected to see revenue growth of 10% year-on-year, with Apple capturing 43% of the market revenue in Q2 2025 [6][7]. - Apple's recent financial results exceeded expectations, with a 10% year-on-year revenue increase, driven by strong performance in iPhone, Mac, and services [7].

明显，不管是运营商、用户，都没有真正做好准备，大家以为国行的eSIM，也许还是薄，但SIM卡会保留。 但近日，国内知名爆料者透露，目前iPhone 17 Air 已在中国开始组装生产了，且所有组装机型均为 eSIM 版本，没有物理 SIM 卡槽，不管是国行版本，还是 国外版本，eSIM是一样的。 虽然这三点，大家都清楚，但大家都以为，国行的iPhone 17 Air，可能会不一样。 因为目前国内的环境，并不太适合推eSIM卡，因为三大运营商也没有准备好，用户也没有准备好。 之前三大运营商的eSIM只支持手表等，并且与主号是捆绑的，并没有单独放号出来。 如果eSIM用于手机上，是相当于单独放号，没有什么主号副号一说，就是一个全新的，单独的号码，不受任何限制。 不出意外的话，再过20天，也就是9月9日，新一代的iPhone17系列就要发布了。 这次最大的看点，其实是减少了Plus机型，然后用Air机型来补上，组成标准版、Air、Pro、Max这么四款。 从名字就可以看出来，Air版主打轻薄，像"空气"一样。 到底有多薄？据称只有5.5mm，是有史以来苹果最薄的iPhone，比iPhone 16 系列薄了近 30% ...

Core Viewpoint - The recent legal victory of Samsung over BOE in a trade secret lawsuit highlights the vulnerabilities in Apple's supply chain, particularly regarding its reliance on Samsung for OLED technology and components [1][2][4]. Group 1: Impact on Apple's Supply Chain - Samsung's legal win against BOE could lead to a ban on certain OLED products, which directly threatens Apple's supply chain stability [1][3]. - Apple has increasingly relied on Samsung for critical components, including OLED panels for its upcoming foldable iPhone, effectively placing its supply chain in a precarious position [2][9]. - The situation exemplifies a "supply chain hostage" scenario, where Apple's dependency on Samsung for key technologies limits its negotiating power [5][12]. Group 2: Market Dynamics and Competition - Samsung remains the leading player in the global smartphone market, with a shipment of 58 million units in Q2 2025, representing a market share of 19.7%, while Apple shipped 46.4 million units, holding a 15.7% market share [7][8]. - The competitive landscape is further complicated by Samsung's dual role as both a supplier and a competitor to Apple, which intensifies the strategic challenges for Apple [6][12]. - Analysts estimate that if BOE is completely banned, Samsung's share of OLED supply for Apple could increase by 15%, further consolidating its dominant position [13]. Group 3: Strategic Challenges for Apple - Apple's decision to abandon its in-house foldable screen hinge technology in favor of Samsung's solution underscores its vulnerability and the challenges it faces in maintaining a diversified supply chain [4][9]. - The high pricing strategy for Apple's upcoming foldable iPhone, potentially exceeding $2000, poses risks in market acceptance, especially as competitors lower their prices [15][16]. - The rapid decline in average prices for foldable smartphones in the Android ecosystem, dropping by 18% annually, adds pressure on Apple's pricing strategy and overall market positioning [15][16].

Group 1: Company Listings - Shuanglin Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Yushu Technology has begun its listing guidance with CITIC Securities as the advisory firm, with the controlling shareholder holding 34.763% of the company [2] Group 2: Market Developments - A land parcel in Longgang, Shenzhen, originally acquired for 23.9 billion yuan is now being compensated at 6.8 billion yuan, representing a significant reduction [4] - The State Administration for Market Regulation has conducted talks with major food delivery platforms to ensure compliance with relevant laws and promote rational competition [4] Group 3: Corporate Responses and Events - Cha Yan Yue Se has apologized and removed a product after allegations of copyright infringement regarding packaging resembling a music album cover [5][6] - Cloudy Yihai was fined 7,000 Singapore dollars due to a food poisoning incident affecting ByteDance employees, leading to the permanent cessation of its company meal service [6] - Spring Airlines refuted claims regarding a flight incident, clarifying that the aircraft did not take off as reported [10] Group 4: Financing and Investments - Particle Technology completed a multi-million dollar B3 round of financing, with funds allocated for AI upgrades and various industry applications [15] - Kaimi Bio announced the completion of a nearly 170 million yuan Pre-A round financing to accelerate the development of therapeutic vaccines [17] - Bowtie, a virtual insurance company in Hong Kong, secured 70 million dollars in C round financing [18] Group 5: Strategic Partnerships and Collaborations - Xiaomi's payment subsidiary, Jiepay, increased its registered capital to 300 million yuan, indicating growth in its payment services [13] - Nvidia's CEO expressed interest in deepening cooperation with Chinese partners in the AI sector during a meeting with China's Minister of Commerce [12]

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]

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].