这是该项目遭遇的又一挫折。该项目最初承诺，将于今年推出一款售价499美元的美国制造智能手机， 与苹果、三星等主流品牌的产品展开竞争，但此后其产品愿景已大幅缩水。 特朗普移动客服团队表示，近期美国政府停摆导致该手机的交付工作被迫延期，并补充称，该设备"极 有可能"无法在本月内出货。 特朗普集团旗下手机公司特朗普移动已推迟原定于2025年底前出货"土豪金"手机的计划。 这款名为"T1"的手机，以及每月47.45美元的移动套餐，于今年6月正式对外公布。这是特朗普家族企业 借特朗普重返白宫之机，推出的一系列商业举措之一。 该产品发布之际，特朗普要求这家iPhone制造商将生产线转移至美国本土，同时威胁要对苹果及三星两 家企业征收25%的关税。 特朗普移动最初曾宣称，T1手机将于8月上市，且为"美国制造"，消费者需支付100美元定金即可预订该 设备。 然而，其"美国制造"的说法遭到供应链分析师及行业专家的普遍质疑。专家指出，鉴于现有智能手机供 应商对亚洲供应链的高度依赖，仅使用美国本土零部件生产一款具有大众消费吸引力的手机，几乎是不 可能完成的任务。 据国际数据公司（IDC）估算，目前一部iPhone手机的零部件中，美 ...

Anker 65W屏显氮化镓充电器全新上市，专为华为、苹果等主流设备打造，兼容iPhone16、平板电脑、 MacBook笔记本等多种数码产品，支持PD100W多口快充，充电更快更安全。内置智能数显屏幕，实时 显示电压电流，充电状态一目了然。采用高品质氮化镓技术，体积小巧散热强，出行携带更方便。 现天猫精选限时优惠，活动售价112.37元，参与立减22.47元，下单即享超值折扣，实付仅需69.9元，性 价比爆棚，数量有限，抢完即止，赶快入手体验高效智能充电新选择。 Anker 65W屏显氮化镓充电器全新上市，专为华为、苹 果等主流设备打造，兼容iPhone16、平板电脑、 MacBook笔记本等多种数码产品，支持PD100W多口快 充，充电更快更安全。内置智能数显屏幕，实时显示电 压电流，充电状态一目了然。采用高品质氮化镓技术， 体积小巧散热强，出行携带更方便。 现天猫精选限时优惠，活动售价112.37元，参与立减 22.47元，下单即享超值折扣，实付仅需69.9元，性价比 爆棚，数量有限，抢完即止，赶快入手体验高效智能充 电新选择。 ...

点击上图▲立即报名 文 / 卓立（微信公众号：吴晓波频道） 在印尼首都雅加达，随处可见中国出海品牌。商店里，印尼本地大学生支付购买了一部小米手机；马路上，印尼出租车司机开着比亚迪的电动汽 车；街道旁，印尼家庭走入海底捞火锅店。 印尼街头，随处可见的是换了英文标识的中国品牌：OPPO、vivo、蜜雪冰城、名创优品、五菱汽车……街边开的，路上跑的，从消费品到服务 业，这些用英文显示的中国logo让你难以区分这究竟是在东南亚的CBD还是中国的购物中心。 从数据上看，中国已连续12年成为印尼最大贸易伙伴，2024年，双边贸易额1478亿美元，同比增长6.1%；同时，印尼也是中国在东盟的第二大 投资目的地，超过250家大型中资企业已在印尼落地。 Cool-vita是一家深耕东南亚的头部保健品品牌，于2019年在印尼创立。 印尼的人口红利、市场潜力、巨大的消费市场增长机遇是中企出海的重要考量。 印尼拥有超2.8亿人口，是世界第四大人口国。从年龄结构看，约半数印尼公民的年龄在30岁以下，这部分人群具有极高的消费意愿，随着印尼 经济高速增长带来中产阶层的壮大，消费品市场将迎来巨大发展。 此外，印尼还拥有增长速度极快的电商市场 ...

12月14日消息，据外媒报道，苹果预计将在2026年秋季 对iPhone产品线进行拆分，每年可能会推出6款新机，并 转向每年两次的发布节奏，以在全年分散收入，并保持 对智能手机市场的绝对控制。 [参考价格] 5288元 [成交价格] 239元 [电商平台] 拍易得 [活动网址] www.paiyide.net/ 12月14日消息，据外媒报道，苹果预计将在2026年秋季对iPhone产品线进行拆分，每年可能会推出6款 新机，并转向每年两次的发布节奏，以在全年分散收入，并保持对智能手机市场的绝对控制。 值得一提的是，由于iPhone17新机的上市，导致iPhone16价格持续走低。据权威科技媒体报道， iPhone16在拍易得【www.paiyide.net】最新一期的活动中成交价仅239元，创下了该机上市以来的价格 新低，浏览器访问拍易得官网www.paiyide.net可获得最新详情！ 值得一提的是，由于iPhone17新机的上市，导致 iPhone16价格持续走低。据权威科技媒体报道， iPhone16在拍易得【www.paiyide.net】最新一期的活动 中成交价仅239元，创下了该机上市以来的价格新低 ...

12月11日，据外媒报道最新流出的小米17 Ultra专用摄影 套装实物图片，清晰地揭示了该机型背部的设计。图片 显示，新机后置采用三摄组合，并非此前网络上流传的 四摄组合。 值得一提的是，由于iPhone17新机的上市，导致 iPhone16价格持续走低。据权威科技媒体报道， iPhone16在拍易得【www.paiyide.net】最新一期的活动 中成交价仅239元，创下了该机上市以来的价格新低，浏 览器访问拍易得官网www.paiyide.net可获得最新详情！ 小米17 Ultra摄影套装 [成交价格] 239元 [电商平台] 拍易得 [活动网址] www.paiyide.net/ 12月11日，据外媒报道最新流出的小米17 Ultra专用摄影套装实物图片，清晰地揭示了该机型背部的设 计。图片显示，新机后置采用三摄组合，并非此前网络上流传的四摄组合。 值得一提的是，由于iPhone17新机的上市，导致iPhone16价格持续走低。据权威科技媒体报道， iPhone16在拍易得【www.paiyide.net】最新一期的活动中成交价仅239元，创下了该机上市以来的价格 新低，浏览器访问拍易得官网www. ...

Core Insights - Apple's iPhone 17 series has driven a 37% increase in sales in China for October, marking the first time since 2022 that it captured a 25% market share [1] - The iPhone 17 series has seen double-digit growth across all models, surpassing its predecessor, the iPhone 16 [1] - The overall smartphone market in China grew by 8% due to Apple's strong performance [1] Group 1: Apple Performance - The iPhone 17 series now accounts for over 80% of Apple's total sales, with rising average selling prices (ASP) likely to further amplify revenue growth [1][2] - Apple's production capacity for the iPhone 17 series is robust, with an estimated 54 million units produced in Q3 and an expected increase to 79 million units in Q4, totaling 133 million units for the year [5] - In Q4 of fiscal year 2025, Apple reported total revenue of $102.466 billion, an 8% increase from $94.930 billion year-over-year, with net profit soaring by 86% to $27.466 billion [5] Group 2: Competitive Landscape - Huawei's sales declined in October, attributed to the upcoming launch of the Mate 80 series, with a potential surge in demand post-launch [2] - In the high-end smartphone market (priced above 6000 yuan), Huawei holds a 30.7% market share, while Apple leads with 51.1%, and the iPhone 17 series has a penetration rate of 69% in this segment [2] - Despite a decline in overall smartphone sales in Q3 2025, Apple ranked sixth with a 13.6% market share, as consumer demand was low during the back-to-school season [2]

Core Insights - The company achieved a revenue of 53.663 billion yuan in Q1-Q3 2025, representing a year-on-year growth of 16.08%, with a net profit attributable to shareholders of 2.843 billion yuan, up 19.91% [1] - The smartphone and computer business saw significant growth driven by the iPhone 17, with the company benefiting from its core glass cover and metal frame contributions [2] - The smart automotive sector is expanding with new product offerings, including ultra-thin laminated glass, and the company is enhancing its production capabilities [3] - The company is positioned as a leading platform in the smart terminal industry, integrating various components and embracing AI trends [4] - Profit forecasts indicate a net profit of 5.070 billion yuan in 2025, increasing to 8.182 billion yuan by 2027 [5] Smartphone and Computer Business - The iPhone 17 has seen a substantial increase in sales compared to the iPhone 16, solidifying the company's position in the supply chain [2] - The company’s metal frame business is benefiting from innovations in the iPhone 17 Pro series [2] - Future opportunities include the anticipated launch of the first foldable iPhone in 2026, where the company holds numerous patents in relevant technologies [2] Smart Automotive Business - The company has successfully expanded its product matrix in the smart automotive sector, introducing wireless charging modules and vehicle communication modules [3] - The introduction of ultra-thin laminated glass into domestic leading automotive manufacturers' production systems marks a significant achievement [3] - The company is relocating its Mexican factory to improve revenue and profit margins in the future [3] Other Innovative Businesses - The company is leveraging its full-chain integration capabilities in the emerging smart terminal market, covering various segments including AI glasses and intelligent retail [4] - Collaboration with Rokid for AI glasses has led to rapid sales growth and successful mass production [4] - The company is making substantial progress in the embodied intelligence sector, with core components being delivered in bulk [4]

Core Viewpoint - Apple and Tencent have reached an agreement on a 15% commission for in-app purchases in mini-games, which is a significant reduction from the previous 30% rate, reflecting ongoing negotiations and pressures in the gaming industry [2][3]. Group 1: Apple and Tencent Agreement - Apple confirmed the 15% commission rate for mini-games, allowing developers to retain 85% of in-app purchase revenue [2]. - The previous commission structure charged 30% for developers earning over $1 million annually and 15% for those below that threshold, commonly referred to as the "Apple tax" [2]. - The agreement is seen as a compromise following tensions between Apple and Tencent regarding payment systems and commission rates [3]. Group 2: Industry Context and Implications - Tencent's management highlighted the burden of the 30% commission on the gaming industry, suggesting that changes in commission rates are likely due to regulatory and commercial pressures [3]. - The mini-game sector in China is still emerging, with over 80% of developers being small teams of fewer than 30 people, indicating that a 30% commission could significantly impact their viability [3]. - The reduced commission rate is expected to enhance Apple's revenue from mini-games, as most of Tencent's income from these games currently comes from in-app purchases rather than advertisements [3]. Group 3: Global Trends and Challenges - Apple's service revenue, including the App Store, reached $28.75 billion in the latest quarter, marking a 15% year-on-year increase, but the 30% commission model is facing challenges globally [4]. - Various regions, including the EU and Japan, have successfully reduced the commission rates, with the EU's rate dropping to 17% and Japan implementing laws to lower the tax [4]. - In China, consumer complaints have been filed against Apple for maintaining the highest commission rate globally, indicating potential regulatory scrutiny [4].

Group 1 - Apple reported Q4 FY2025 revenue of $102.466 billion, an 8% year-over-year increase, and net profit of $27.466 billion, up 86.4% year-over-year, marking a historical high for the quarter [1] - iPhone revenue and services revenue both reached record highs, according to CEO Tim Cook [1] - Revenue from Greater China was $14.493 billion, a decline of 3.6% year-over-year, indicating weaker performance of the iPhone 16 in the Chinese market [1] Group 2 - IDC reported that approximately 68.4 million smartphones were shipped in the Chinese market in Q3, reflecting a 0.6% year-over-year decline, continuing the downward trend [1] - Q3 is traditionally a slow season for smartphone sales, with fewer new product launches and releases [1] Group 3 - Hong Kong-listed Apple concept stocks generally declined, with notable drops including GoerTek down 4%, Sunny Optical and BYD Electronics down over 2%, and Lens Technology, Q Technology, AAC Technologies, and VTech also experiencing declines [2]

Market Performance - The U.S. stock market experienced a significant rally on October 20, 2025, with the Dow Jones Industrial Average rising over 500 points, driven primarily by technology and financial stocks [1][3] - The earnings season exceeded expectations, particularly for S&P 500 companies, leading to upward revisions in profit forecasts [3][11] Company Highlights - Apple's stock reached an all-time high, with iPhone 17 sales surpassing those of iPhone 16 shortly after launch, prompting an upgrade from "Hold" to "Buy" by Loop Capital, raising the target price to $315 [5][3] - Amazon's stock rose by 1.6% despite a temporary service outage in AWS, as investors focused on the long-term potential of its cloud computing business [5][3] - The Philadelphia Semiconductor Index hit a record high, with Intel and Qualcomm shares increasing by 3% and 2%, respectively [7][11] Economic Indicators - The potential end of the government shutdown and upcoming CPI data release on October 24 could influence market sentiment, with expectations of a possible interest rate cut if inflation decreases [9][11] - The KBW Bank Index rose by 2.8% as regional banks reported stable credit conditions, alleviating previous concerns about their financial health [11][9] Global Market Dynamics - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, increased by 2.4%, with notable gains in Alibaba (3.8%) and Netease (3.1%) [15][13] - The international oil prices saw a slight decline, with WTI crude oil dropping to over $57 per barrel, attributed to rising U.S. shale oil production and concerns over global economic slowdown [17][20] Commodity Trends - Gold prices surged to $4,376 per ounce, reaching a historical high as investors sought safe-haven assets amid a weakening dollar and strong demand from central banks [20][18] - The energy market showed contrasting trends, with oil prices declining while gold prices rose significantly [20][17] Upcoming Events - Key economic data releases, including the Federal Reserve's Beige Book and durable goods orders, will provide insights into the U.S. economy's health [24][26] - Major tech companies, including Tesla and Netflix, are set to report earnings, which will be closely monitored for insights into their performance amid ongoing price competition [26][30]