① 【三大期指齐跌】道指期货跌0.08%、标普500指数期货跌0.04%、纳指期货跌0.05%。 ② 【Biohaven下跌近14%】药企Biohaven盘前跌近14%。消息面上，该公司12月25日表示，其实验性抑 郁症药物没有达到中期试验的主要目标。 ③【矿业股集体大涨】在经历昨天短暂的一天调整后，全球贵金属市场迅速重拾涨势并集体爆发。现货 白银在周五录得连续第五个交易日上涨，日内涨5%，现报75.39美元/盎司，续创历史新高。与此同时， 现货黄金最高触及4530美元，其他金属普遍大涨。 受此消息影响，矿业股盘前普涨，科尔黛伦矿业涨4.91%，First Majestic Silver涨4.01%，泛美白银涨 3.68%，赫克拉矿业涨3.18%，纽曼矿业涨1.45%，金罗斯黄金涨1.09%。 ④ 【太空概念股SidusSpace延续大涨超30%】太空概念股SidusSpace盘前延续大涨，现涨超30%，上一 交易日收涨超33%。 ⑤【丰田计划2026年全球产量超过1000万辆】丰田汽车公司计划把2026年全球产量设定为超过1000万 辆。此举旨在应对自身擅长的混合动力车（HV）在北美等地需求持续旺盛的势头。 ...

来源：环球网 【环球网科技综合报道】12月25日，据macrumors报道，苹果第二代iPhone Air或仍能按原定计划，于 2026年秋季正式推出。 据悉，消息人士确认第二代iPhone Air将瞄准秋季发布窗口，而苹果另一款机型iPhone 17e已进入大规模 生产，预计会在2026年春季发布会率先亮相。不过，这一说法与此前多项权威报道存在冲突，此前多方 消息均指出，受初代iPhone Air销量不及预期影响，苹果已决定将第二代机型推迟至2027年3月，与 iPhone 18系列标准版、iPhone 18e低端机型同步发布。 外媒指出，针对初代机型的用户槽点，第二代iPhone Air传出多项升级计划。爆料显示，新机将新增一 颗后置摄像头，解决初代单摄影像能力不足的问题，同时有望下调售价，提升产品竞争力。此外，轻量 化机身设计、蒸汽室散热系统以及更大容量电池，也将成为第二代机型的核心升级点，进一步优化用户 体验。 行业分析认为，2026年秋季本就是iPhone Air 2的原定发布时间，若苹果能加快新功能研发进度，调整 产品策略，秋季推出仍有可行性。（旺旺） ...

iPhone Air的失败，本质上是苹果在追求极致轻薄与用户体验之间失衡的结果。为将厚度压缩至5.6毫 米，苹果在核心配置上做出多项妥协： 最后，苹果定价策略的失误，则进一步放大了上述问题。iPhone Air起售价高达7999元，仅比配置更高 的iPhone 17 Pro低1000元，性价比严重不足。消费者普遍认为，为一款"处处妥协"的产品支付如此高价 并不划算，导致其被贴上"高价低配"的标签。 行业连锁反应 iPhone Air的失败，不仅令苹果自身陷入困境，更引发了整个行业的连锁反应。小米、OPPO、vivo等厂 商原本计划推出类似Air的轻薄机型，但受iPhone Air市场表现影响，纷纷取消项目，转而聚焦其他赛 道。三星Galaxy S25 Edge同样销售不理想，其继任者S26 Edge项目也被叫停。这表明，超薄设计并非当 前智能手机市场的核心需求，消费者更看重综合体验而非单一维度的突破。 【CNMO科技】近几年，苹果在手机业务因缺乏创新而屡屡造人诟病。2025年，苹果推出iPhone Air， 采用了创新性的超薄设计，也是近几年设计变动最大的iPhone之一。然而，这款被寄予厚望的机型却意 外折 ...

全文共1523字，阅读大约需要3分钟 产品线扩张背后，是苹果应对增长压力的主动调整。 12月17日，据智通财经报道，多名直接参与苹果及供应商产品工作的消息人士透露，未来两年，苹果计 划大幅扩展智能手机产品线，2027年秋季前可能累计发布至少七款新的旗舰机型。 具体来看，首款可折叠iPhone预计在2026年秋季发布。多名参与该项目的人士称，这款设备展开时宽度 大于高度，外形像一台小号iPad。 其他拟发布的产品包括：2026年春季将推出的iPhone 17e（名字待定）、2026年秋季将推出iPhone 18 Pro和Pro Max，2027年春季发布iPhone 18、iPhone 18e（名字待定）、iPhone Air 2（名字待定），以及 20周年纪念版iPhone 20（名字待定）。据悉，20周年纪念版将取消黑色边框并扩大屏幕尺寸，苹果计 划将前置摄像头置于屏下，使其成为首款无挖孔、真正的"全屏"iPhone。 相关话题下，有网友评论称："折叠屏和真全面屏都来了，期待"。也有人表示："13申请再战两年"。 第四财季，苹果核心产品iPhone销售收入为490.25亿美元，同比增长6%，但低于分析师预估 ...

Core Insights - Apple plans to release the iPhone Air 2 and a 20th Anniversary iPhone in 2027, with staggered launches [1][3] Product Launch Timeline - The next-generation iPhone Air is expected to launch around March 2027, alongside the standard iPhone 18 and a lower-end iPhone 18e [3] - The 20th Anniversary iPhone is anticipated to be released in September 2027, featuring a curved display and an under-display front camera [3] Technical Specifications - The iPhone Air 2 is set to utilize a 2nm chip, promising enhanced performance and longer battery life [3] Market Expectations - Despite reports of low demand for the iPhone Air, Apple previously expected this model to account for 6% to 8% of new iPhone sales [3] - It remains unclear if Apple has met this sales expectation, but the company plans to proceed with the iPhone Air 2 launch in 2027 [3]

Group 1: Company News - A company is offering training for hornet breeding technology, charging 6666 yuan for tuition, which includes comprehensive training and the option to purchase hornet queens and nests at a discounted price for students [4]. - Lei Jun, the CEO of Xiaomi, has reiterated the company's commitment to safety in their vehicle designs, emphasizing that "safety is the foundation" and "safety above all" in response to public comments [4]. - Huawei has announced the launch event for the Mate 80, scheduled for November 25 at 14:30 [4]. Group 2: Industry Trends - The stock of 360, a company involved in AI applications, has surged to its daily limit, indicating a strong market response to AI-related stocks [5]. - Contemporary Amperex Technology Co., Ltd. (CATL) has seen its stock drop over 4% as a major shareholder plans to reduce holdings by a significant amount, estimated in the hundreds of millions [6]. Group 3: Product Launches - Apple is expected to unveil the iPhone Air 2 in March 2027, alongside the standard version of iPhone 18 and iPhone 18e, with a special 20th-anniversary iPhone likely to debut in September 2027 featuring a curved screen and an under-display front camera [4].

Core Viewpoint - Apple is not delaying the release of iPhone Air 2 due to poor sales, but rather has no plans to release it next year, indicating a shift in their product strategy [1][2] Group 1: Product Release and Strategy - Apple has removed the "17" from the iPhone Air naming convention, suggesting it is not intended for annual updates [1] - Reports of the iPhone Air 2 being postponed are inaccurate; it was never scheduled for release next year [1] - The iPhone Air is expected to account for 6% to 8% of new iPhone sales, similar to the iPhone 16 Plus [1] Group 2: Technical Features and Upgrades - The main focus for iPhone Air 2 will be the adoption of a 2nm chip, enhancing battery life, rather than significant structural changes [2] - While adding a second ultra-wide rear camera is technically feasible, it may not be practical given the crowded camera module space [2] - Future designs, such as a foldable iPhone, may incorporate dual rear cameras, which could influence standard models [2] Group 3: Future Release Timeline - Apple plans to release three high-end models, iPhone 18 Pro, iPhone 18 Pro Max, and a foldable model in Fall 2026 [2] - The iPhone 18, iPhone 18e, and potentially the iPhone Air 2 are expected to launch in Spring 2027 [2]

Core Viewpoint - Foxconn has suspended nearly all production lines for the iPhone Air, indicating a halt in Apple's attempt to develop a "super-thin flagship" model [1][2]. Production Status - Foxconn has stopped most iPhone Air assembly, retaining only one complete line and half a line for transitional production, with a complete shutdown expected by the end of November [1] - Luxshare Precision has also completed its last orders for the iPhone Air by the end of October [1]. Market Performance - The iPhone Air accounted for only about 3% of Apple's overall smartphone sales as of September, significantly lower than the iPhone 17 Pro (9%) and iPhone 17 Pro Max (12%) [3] - The iPhone mini, which was discontinued last year, had a higher early lifecycle share of 5% to 6% [3]. - Analysts attribute the weak market performance of the iPhone Air to three main reasons: focus on "lightweight" features at the expense of battery life and performance, pricing close to flagship models, and competition from higher-performance or better-value models [3]. Future Product Development - The next-generation iPhone Air (codename "V62") has been removed from the product roadmap, originally planned for a 2026 launch alongside the iPhone 18 series [4]. - Apple is not abandoning the project but is redesigning its hardware, considering the addition of a second rear camera module to enhance its imaging capabilities [4][5]. Strategic Adjustments - The iPhone Air's design aimed to create a "light flagship" segment between high-end and standard models, focusing on ultra-thin and lightweight structures [5]. - The decision to add a second camera module is seen as a key step to improve competitiveness and attract more mainstream users [5]. - The suspension of production is viewed as a strategic adjustment rather than a failure, with Apple responding quickly to market signals [7]. Industry Implications - The production halt is expected to impact several upstream and downstream partners involved in the iPhone Air's supply chain, including suppliers of shells, screens, and camera modules [6]. - Market research indicates that Apple's retreat from the iPhone Air may signal a future focus on flagship and foldable devices, as well as a reevaluation of product definitions in the post-iPhone era [7].

Core Insights - Apple's entry-level model iPhone 16e has underperformed in sales, echoing the market struggles of the iPhone Air, raising concerns about Apple's mid-range market strategy [1][4] - The iPhone 16e, priced at $599, features an A18 chip, OLED display, and a 48MP camera, but its sales have not met expectations [4] - Despite the poor performance of low-cost models, Apple is not abandoning the mid-range market, with plans for the iPhone 17e and a fully upgraded iPhone Air 2 [4] Sales Performance - iPhone 16e's sales have been disappointing, similar to the iPhone Air, which is set to cease production by the end of the month [4] - The iPhone 17 series, in contrast, is experiencing strong market demand, with significant increases in production orders [5] Future Developments - The iPhone 17e is in preparation, expected to launch in spring 2026, featuring an A19 chip and potentially introducing the Dynamic Island feature [4] - The iPhone Air 2 is rumored to receive a comprehensive hardware upgrade, including a multi-camera system, increased battery capacity, and steam chamber cooling technology [4] Market Strategy - The sales challenges of the low-cost models may be attributed to pricing strategy and product positioning, as the $599 price point lacks competitive strength [5] - The gap in core functionalities between low-cost and high-end models has led consumers to hesitate in their purchasing decisions [5]

Group 1 - China leads the world in 6G patent applications, accounting for approximately 40.3% of the global total as of June 2025 [2] - China is also the largest holder of artificial intelligence patents globally, with a share of 60% [2] - Multiple listed companies in China are actively entering key technology areas to seize the high ground in next-generation communication technology [2] Group 2 - China's new energy vehicle sales exceeded 50% of total vehicle sales for the first time in October, reaching 51.6% [4] - From January to October, China's total vehicle production and sales reached 27.69 million units, with new energy vehicle production and sales at 13.01 million and 12.94 million units, respectively, reflecting year-on-year growth of 33.1% and 32.7% [4] Group 3 - The world's largest "artificial sun" project, the ITER, has made significant progress with the successful design review of key technologies and processes [3] - The successful review of the Langmuir probe system marks a crucial step for China's involvement in the ITER program [3] Group 4 - The first humanoid robot 7S store in China has opened in Wuhan, integrating sales, service, and product lifecycle support [4] - This store represents a significant milestone in the commercialization of humanoid robots, with all products sourced from local supply chains [4] Group 5 - ZTE has completed key technology tests for 5G-A low-altitude communication under the IMT-2020 (5G) promotion group [5] - This includes both laboratory and field tests, indicating advancements in low-altitude communication technology [5] Group 6 - ByteDance has denied reports of becoming a new shareholder in Zhongtong Express, clarifying that previous investments were minimal and related to internal restructuring [6] - The company aims to clarify misinformation regarding its investment status [6] Group 7 - Burger King is forming a joint venture in China with CPE Yuanfeng, which will hold approximately 83% of the new entity, with an initial investment of $350 million [10] - This partnership aims to expand Burger King's presence in the Chinese market [10] Group 8 - SoftBank has revised its agreement with OpenAI, involving an additional investment of $22.5 billion, with a total potential investment of up to $40 billion [11] - This reflects SoftBank's commitment to supporting OpenAI's growth and development [11] Group 9 - Tesla is preparing to expand its Texas Gigafactory to produce 10 million units of its humanoid robot, Optimus, with production expected to start in 2027 [13] - The Fremont factory will have a production capacity of 1 million units, while the Texas facility aims for a significantly higher output [13] Group 10 - Intel's CTO has moved to OpenAI, with the CEO taking on the CTO role, emphasizing the importance of AI in Intel's future strategy [14] - This transition highlights the ongoing focus on artificial intelligence within the tech industry [14]