科创综指ETF天弘（589860）紧密跟踪科创综指，该指数于定位于科创板市场综合指数，对科创板的市 值覆盖度约为97%，成分股覆盖小市值硬科技企业，具有极强的表征性和突出的成长属性。前十大权重 股包括寒武纪-U、海光信息、中芯国际等科技龙头。 9月29日早盘，A股三大指数集体上涨，新能源赛道爆发，消费电子概念表现活跃。相关ETF中，电子 ETF（159997）半日涨0.29%，成交额超3500万元，成分股中，长盈精密涨超10%，领益智造涨停、科 博达、协创数据、东山精密等涨幅居前。 此外，芯片ETF天弘（159310）回调跌0.65%，Wind行情数据显示，该ETF早盘获净申购900万份；科 创综指ETF天弘（589860）小幅下跌0.15%，早盘溢价交易。 值得一提的是，芯片ETF天弘（159310）近4日持续"吸金"，累计获资金净流入额9896万元。 芯片ETF天弘（159310）跟踪中证芯片产业指数，十大重仓股包括中芯国际、北方华创、海光信息、寒 武纪-U等龙头股。此外，芯片ETF天弘（159310）还配置了场外联接基金（A：012552，C： 012553）。 消息面上，在消费电子领域，9月以来，手机 ...

Summary of Key Points from the Conference Call Industry or Company Involved - The discussion primarily revolves around the **artificial intelligence (AI)** industry, particularly focusing on **Nvidia** and **OpenAI** partnerships, as well as implications for the broader tech sector. Core Points and Arguments 1. **Nvidia's Investment in OpenAI**: Nvidia announced plans to invest up to **$100 billion** in OpenAI to expand data-center capacity, which could be the largest investment in a private company if fully committed [78] 2. **AI Infrastructure Deployment**: The partnership between Nvidia and OpenAI is described as "the biggest AI infrastructure deployment in history," with OpenAI set to purchase up to **5 million** of Nvidia's graphic processing units [78] 3. **Stock Market Reactions**: Following the news of Nvidia's investment, stock markets rose, indicating positive investor sentiment towards AI advancements and Nvidia's earnings, which grew by **46%** year-on-year [87] 4. **Alibaba's AI Strategy**: Alibaba's share price reached a four-year high after announcing a partnership with Nvidia and forecasting increased investment in AI infrastructure, contributing to a **40%** rise in Hong Kong's Hang Seng TECH Index in 2025 [79] 5. **Apple's Market Position**: Despite lagging in the AI race, Apple's focus on core products has resulted in a stock jump, driven by strong demand for new devices [88] 6. **Pfizer's Acquisition**: Pfizer's agreement to buy Metsera for up to **$7.3 billion** marks a significant move into the weight-loss drug market, showcasing the pharmaceutical industry's ongoing consolidation [82] 7. **Porsche's Profit Warning**: Porsche announced a **€5.1 billion ($6 billion)** hit to operating profit due to market conditions, indicating challenges in the automotive sector, particularly in transitioning to electric vehicles [83] Other Important but Possibly Overlooked Content 1. **AI Security Concerns**: The discussion highlighted the inherent security issues with large language models (LLMs), emphasizing the need for better engineering practices to mitigate risks associated with AI systems [132][134] 2. **Global Talent Competition**: The race for top talent in AI and tech sectors is intensifying, with firms competing aggressively for skilled individuals, reflecting a broader trend of talent concentration among elite performers [104][106] 3. **Economic Context in Britain**: The UK economy is facing challenges, with high inflation and public sentiment indicating mismanagement, yet it is not in recession, showcasing a complex economic landscape [143][144] This summary encapsulates the key discussions and insights from the conference call, focusing on the AI industry's developments, market reactions, and broader economic implications.

These stocks have reacted to AI in surprising ways, but investors should also consider their future prospects.As tech investors have observed, artificial intelligence (AI) propelled many stocks higher since the release of OpenAI's GPT-4. Thanks to the gains sparked by this technology, several individual stocks and the stock indexes reached record highs in recent trading sessions.This has to many AI stocks setting new all-time highs. Also, Grand View Research forecasts a 32% compound annual growth rate (CAGR ...

你很难想象这是苹果做出来的手机！为了第一时间体验到iPhone Air，我专程飞到香港首发取货，同时 也提了一台港版的17 Pro。今天就来聊聊iPhone 17 Pro的首发感受、和iPhone 16 Pro的对比、iPhone 18的 预测。 ...

苹果安卓 殊途同归 在发布 iPhone 17 Pro 和 iPhone Air 时，苹果都提到了一个词——Plateau，原意为「高原」，国内官方命名为「扩展平台」，形容这两台 iPhone 背面的长 条状突起。 这不仅是一种单纯「凹造型」的设计变更，背后是 iPhone 内部结构的深度调整。 因此，虽然 iPhone 拆解是每年必不可少的仪式，但今年的意义非比寻常。往期爆料已经说的不能再直接：明年的折叠屏 iPhone，甚至后年 iPhone 20 周 年款，都将从今年的新机，特别是 iPhone Air 这块「试验田」出发。 拆解 iPhone Air，我们将看到苹果面向未来的设计思考；在 iPhone 17 Pro 上，我们也会看到后续 iPhone 的工程实现思路。 iPhone Air：轻薄的艺术 史上最薄的 iPhone 究竟是怎么炼成的？除了配置上不得不做出的妥协，苹果也在 iPhone Air 的结构上花了不少心思。 轻薄手机最大的挑战是如何在有限的机身之中塞入尽可能大的电池，这也是 iPhone Air 采用「高原」的原因：尽可能压缩主板面积，为电池腾出更多空 间。 iFixit 给 iP ...

iPhone 阳痿了，iPhone Air 挺好看的，但到手觉得麻烦迟迟没有做迁移。简化了一下钱包，平时在用的就这么些卡片。🇯🇵 身份证 / Suica / 711💳 HSBC Pulse / 万豪大聪明 / Hilton Aspire / Bybit Card🏨 信用卡赠送的 万豪白金/希尔顿钻石/无限量PP https://t.co/zW2DaPt7n7 ...

Group 1 - The core concept of the new iPhone models, particularly the iPhone 17 Pro and iPhone Air, revolves around the term "Plateau," which signifies a significant design change aimed at enhancing internal structure and functionality [1][3][4] - The iPhone Air serves as a testing ground for future designs, including the anticipated foldable iPhone and the 20th-anniversary model, indicating a strategic shift in Apple's approach to smartphone design [4][5][32] - The iPhone Air's design prioritizes thinness and battery capacity, with approximately 60% of its internal space occupied by the battery, showcasing Apple's engineering efforts to maximize efficiency [8][14][7] Group 2 - The iPhone Air adopts a new horizontal motherboard layout, diverging from the traditional vertical design, which is more common in Android devices, reflecting a shift in Apple's design philosophy [11][12][32] - The iPhone 17 Pro features a similar three-segment layout, focusing on improved heat dissipation and user experience, which aligns with trends seen in Android smartphones [44][61][65] - The internal components of both models have been optimized for space and performance, with the iPhone 17 Pro's battery capacity increased by 406mAh compared to its predecessor, although the overall size remains similar [47][49][70] Group 3 - The iPhone 17 Pro's design has faced criticism for its susceptibility to scratches, particularly around the camera module, indicating potential quality control issues that could affect user satisfaction [35][40][43] - The introduction of a vapor chamber for heat management in the iPhone 17 Pro highlights Apple's commitment to enhancing device performance under load, although it still lags behind some Android competitors in size [52][58][61] - The overall design evolution of the iPhone series suggests a shift towards prioritizing user experience and functionality over aesthetic considerations, as seen in the adoption of the "Plateau" design [72][74]

You may have seen this video from the iPhone 17 launch. And while this superfan is the first person who left the store with an orange iPhone, he was not the first guy in line to get one. You see, the iPhone launch at an Apple store is quite the spectacle and production, especially at Apple's flagship New York City store on Fifth Avenue.There are lots of cheers from staff as the doors open and the CEO Tim Cook comes out and the first customers get to shake hands and take selfies with him. But our famous frie ...

随着iPhone 17系列的发布，9to5Mac方面对这款明年即将登场的折叠屏新机有了更清晰的轮廓。据彭博 社记者马克·古尔曼报道，iPhone折叠屏手机的设计将与刚刚发布的iPhone Air极为相似，届时它将以超 薄的身姿和惊艳的设计亮相。 根据最新爆料，iPhone折叠屏手机展开后的厚度预计在4.5 - 4.8毫米之间，而iPhone Air的厚度为5.6毫 米，这意味着它在轻薄程度上将更胜一筹。对于像我这样拥有并喜爱iPhone Air的用户来说，苹果首款 折叠屏iPhone的前景无疑让人充满期待。 在ETNews在本周发布的一份关于未来三星智能手机的报告中，意外透露了关于"iPhone 20"的有趣细 节。据9to5Mac报道，苹果计划在2027年将COE技术应用于条形智能手机，以庆祝iPhone发布20周年。 那么，什么是COE呢？外媒称这是一种前沿的显示技术，三星将其发光和滤色功能集成到一块玻璃板 上，使显示屏既更薄又更亮。 来源：环球网 【环球网科技综合报道】近日，科技圈关于苹果未来新机的讨论热度持续攀升。9月26日，外媒 9to5Mac为用户带来了关于苹果未来两年两款重磅新机的最新消息——" ...

苹果高管在接受CNBC采访时，回应了为何iPhone 17、iPhone 17 Pro以及Pro Max没有使用自研基带。 苹果无线软件技术与生态系统部门副总裁阿伦·马蒂亚斯(Arun Mathias)表示："我们当时十分专注于 iPhone Air所需的功能。iPhone 17和iPhone 17 Pro也是非常出色的产品。随着时间推移，我们会在更多 产品中看到苹果自研的蜂窝解决方案。" 虽然马蒂亚斯明确遵循了苹果官方口径，强调iPhone 17和17 Pro"同样是非常出色的产品"，但他接下来 说的话却耐人寻味。"随着时间推移，我们会在更多产品中看到苹果自研的蜂窝解决方案"，这强烈暗示 了明年的iPhone 18系列可能会更广泛地搭载苹果自研基带。 (作者/箫雨) 今年，苹果推出了两款全新的自研基带。经过多年的研发，苹果的首款5G基带C1 已于今年早些时候在 iPhone 16e中亮相。现在，它的后继基带C1X已搭载在iPhone Air中。 凤凰网科技讯 北京时间9月25日，据科技网站9to5mac报道，苹果公司在最新iPhone系列中引入了多个自 研芯片，包括A19和A19 Pro芯片、新的N1无线芯 ...