2025年中秋、国庆双节相连，北京集美大红门旗舰商场于10月1日至8日推出"中秋国庆喜相逢"主题促销 活动，通过直播抢券、满额抽奖、iPhone17 Pro每日抽等环节，为市民带来多重购物福利。 抖音直播提前开启，9.9元抢300元家装券 据了解，在集美官方抖音账号"集美大敏姐侃家"，消费者只需关注直播间，即可以9.9元抢购300元优惠 券。该券适用于实付金额满3000元使用，每单限用一张。 满额即抽奖，中奖率100% 活动期间，顾客在商场内购物实付每满3000元，即可获得一次抽奖机会，奖项包括多款实用家电与生活 礼品，中奖率为100%。抽奖点设置在商场五号厅一层与七号厅一层西区大堂。 活动终极大奖，iPhone17 Pro每日送 作为本次促销的亮点，商场推出"iPhone17 Pro天天抽"活动。顾客实付每满1000元可获一张抽奖券，每 天18:00（10月8日为19:00）在三号厅大堂公开抽奖。 集美大红门旗舰商场方面表示，此次双节活动旨在进一步激发假期消费活力，为市民提供更具性价比的 购物选择。近期，北京市多家商业体相继推出国庆主题促销，助力节庆消费市场升温。 ...

Core Insights - The core theme of the recent speech by Xiaomi's founder Lei Jun is "change," highlighting the company's transformation from an internet company to a hard-tech company, as well as its high-end strategy advancement [1] Product Launch and Pricing - Xiaomi introduced the 17 series smartphones, customized automotive services, and various new products such as TVs, washing machines, routers, and speakers, with noticeable price increases [3] - The starting price for the automotive customization service is 100,000 yuan, targeting high-end models like YU7 Max and SU7 Ultra [3] - The new router is priced at 1,699 yuan and the speaker at 1,999 yuan, exceeding traditional Xiaomi user price expectations [3] Competitive Positioning - Lei Jun emphasized that Xiaomi's standard version of the 17 series is designed to be comparable to the iPhone 17 Pro, showcasing a commitment to high performance [4] - Xiaomi 17 features aggressive specifications, including a 7,000mAh battery, which is nearly double the iPhone 17's 3,692mAh, offering a battery life of 22.1 hours, surpassing the iPhone by 11.5 hours [9] Technological Advancements - The Xiaomi 17 series utilizes the fifth-generation Snapdragon 8 processor, manufactured with the latest 3nm process technology, and claims to maintain lower temperatures than the iPhone 17 during intensive use [4] - The device also features a new red-emitting material developed in collaboration with LumiBlue, which reportedly has higher luminous efficiency than the best imported materials [7] AI and User Experience - The introduction of a back screen feature allows users to set clocks and notifications, catering to the growing trend of "rear selfies" among social media users [9] - AI functionalities were mentioned briefly, focusing on AI-assisted image generation for wallpapers [10] Chip Development Strategy - Xiaomi's journey in chip development has been tumultuous, with the company previously halting its chip project in 2018 due to low sales and high R&D costs [11] - The company is now planning to release its next generation of chips, aiming for a minimum of 10 million units per generation to achieve breakeven [12] - Xiaomi will continue to collaborate with Qualcomm and MediaTek while testing its self-developed chips in suitable products [12] Long-term Vision - Lei Jun stated that developing self-made SoCs is essential for Xiaomi's success, requiring a commitment of at least ten years and an investment of 50 billion yuan [12]

【导读】小米17系列手机正式发布，起售价为4499元 中国基金报记者 李智 9月25日晚7点，小米集团董事长兼CEO雷军举办第6次年度演讲。在演讲下半场，小米17系 列、小米平板8系列，以及众多科技家电新品正式发布。 小米17系列手机正式发布 雷军在发布会上介绍，小米17采用6.3"的屏幕，薄至8.06mm，轻至191g；超大R角设计， 仅1.18mm极窄四等边；四微曲包裹式中框，轻量化DECO设计。同时，小米17采用小米龙晶 玻璃，耐摔性能提升10倍；整机支持IP68防尘防水，超耐用超可靠。 小米17系列全球首发第五代骁龙8至尊版。采用第三代3nm制程工艺，移动平台史上最高主频 4.6GHz；独立图形缓存增加50%，功耗降低30%；搭配立体环形冷泵散热系统，3倍于传统 VC性能，重载游戏、高温场景，皆可冷静运行。 小米17搭载7000mAh小米金沙江电池，含硅量高达16%，超高能量密度，超强低温续航， 五年超长寿命，堪称"小尺寸续航之王"。 雷军表示，小米17性能接近iPhone17 Pro，散热也特别出色。 小米17采用徕卡专业三摄，50MP徕卡主摄，全新光影猎人950，1/1.3″超大底；50MP徕卡 ...

【导读】小米17系列手机正式发布，起售价为4499元 9月25日晚7点，小米集团董事长兼CEO雷军举办第6次年度演讲。在演讲下半场，小米17系列、小米平板8系列，以及众多科技家电新品正式发布。 小米17系列手机正式发布 雷军在发布会上介绍，小米17采用6.3"的屏幕，薄至8.06mm，轻至191g；超大R角设计，仅1.18mm极窄四等边；四微曲包裹式中框，轻量化DECO设计。 同时，小米17采用小米龙晶玻璃，耐摔性能提升10倍；整机支持IP68防尘防水，超耐用超可靠。 小米17系列全球首发第五代骁龙8至尊版。采用第三代3nm制程工艺，移动平台史上最高主频4.6GHz；独立图形缓存增加50%，功耗降低30%；搭配立体 环形冷泵散热系统，3倍于传统VC性能，重载游戏、高温场景，皆可冷静运行。 小米17搭载7000mAh小米金沙江电池，含硅量高达16%，超高能量密度，超强低温续航，五年超长寿命，堪称"小尺寸续航之王"。 雷军表示，小米17性能接近iPhone17 Pro，散热也特别出色。 小米17采用徕卡专业三摄，50MP徕卡主摄，全新光影猎人950，1/1.3″超大底；50MP徕卡浮动长焦，对焦距离近至10cm； ...

Core Insights - The launch of the iPhone 17 series has generated significant consumer enthusiasm, with many customers eager to experience the new models in-store despite the availability of fast delivery options [2][5][12] - The iPhone 17 series has seen a price increase before launch, particularly for the Pro Max model, indicating strong demand and market interest [4][13] - The iPhone 17 standard model has emerged as a popular choice among consumers, capturing nearly half of the sales share, which is a notable shift compared to previous models [12][16] Pricing and Market Dynamics - The iPhone 17 Pro Max 256GB version has a premium of 850 yuan, while the standard and Pro models have premiums ranging from 100 to 200 yuan, contrasting with last year's iPhone 16 which saw a drop in price [4][13] - The secondary market for iPhones has shown volatility, with prices changing hourly based on demand and supply dynamics, particularly influenced by the launch of the iPhone 17 series [15] - The introduction of the iPhone 17 series has led to a surge in the second-hand iPhone market, with a 150% increase in search volume and a 90% increase in transaction volume on platforms like Zhuanzhuan [15] Consumer Behavior and Trends - Many consumers prefer the in-store experience of purchasing the iPhone 17, valuing the emotional connection and atmosphere over the convenience of home delivery [5][9] - The iPhone 17 standard model's features, such as high refresh rate and fast charging, have made it a competitive option, appealing to cost-conscious consumers [9][12] - The anticipation of upcoming sales events, such as Double Eleven, is influencing consumer purchasing decisions, with some opting to wait for potential discounts rather than buying at launch prices [15] Future Outlook - Analysts believe the iPhone 17 series could mark a turning point for Apple, potentially reversing the decline in market share due to the rise of domestic competitors [16][19] - Apple is reportedly planning for a production target of 95 million units for the iPhone 18 series, reflecting confidence in continued demand growth [19]

【解剖大盘】 不确定性因素终于得到消除，港股今天再度震荡上行，恒指收盘涨0.69%，重新站上25000点整数关 口。 脑机接口再度迎来七部门重磅文件发布：到2030年，脑机接口产业创新能力显著提升，形成安全可靠的 产业体系，培育2至3家全球领军企业和一批专精特新中小企业，构建国际竞争力产业生态。之所以7个 部门联合发布，是因为脑机接口属于前沿科学，除了作为辅助医疗之外，还可以带动一大批的产业，包 关于针对俄罗斯第三方制裁传来好消息。8月6日，俄罗斯总统普京在莫斯科克里姆林宫会见了当天到访 的美国中东问题特使威特科夫。特朗普：会谈"富有成效且取得重大进展"，特朗普6日还表示，美俄元 首有可能很快就会举行会谈。白宫则表示，俄罗斯表达了希望与特朗普会面的意愿，特朗普对与普京和 泽连斯基会面持开放态度。 当地时间8月7日，俄罗斯总统助理乌沙科夫表示，俄罗斯正与美国方面一起筹备两国元首会晤的具体事 宜。这表明俄美双方取得了共识，接下来的停战值得期待。那么针对我们的或许就不会再有。而针对印 度的制裁并非坏事，莫迪选择硬刚：面对50%关税永不妥协，已准备好付出沉重代价。同时莫迪预计将 于8月底再度访华，巴西总统卢拉：我要给 ...

Group 1 - Elon Musk criticized the Republican Party's "Big and Beautiful" bill, claiming it would increase the debt ceiling by a record $5 trillion, and suggested the need for a new political party that genuinely cares for the people [1] - Moore Threads' IPO application for the Sci-Tech Innovation Board has been accepted, aiming to raise approximately 8 billion yuan for the development of AI training chips and graphics chips [1] - Baidu has officially open-sourced the Wenxin large model 4.5 series, which includes 10 models with varying parameters, available for deployment on platforms like PaddlePaddle and HuggingFace [2] - Huawei announced the open-sourcing of the Pangu 7B dense model and the 72B mixed expert model, along with the inference technology based on Ascend [3] - Meta's CEO Mark Zuckerberg announced a major restructuring of the AI team, creating a "Super Intelligence Lab" to consolidate various teams focused on foundational AI research and open-source projects [4] Group 2 - Apple is reportedly considering abandoning its in-house AI models in favor of using AI technologies from Anthropic or OpenAI for the new version of Siri [5] - Analyst Ming-Chi Kuo provided a roadmap for Apple's "Apple Vision" series and smart glasses, indicating no new head-mounted devices will be launched in 2026, with multiple products expected starting in 2027 [6] - Tesla's sales in the EU have significantly declined for three consecutive months, with a 36% drop in new car registrations in March, leading to a 45% decrease in first-quarter sales [7]

Group 1: IPO Applications - Shanghai Magnesium Health Technology Group has submitted an IPO application to the Hong Kong Stock Exchange, with joint sponsors including Goldman Sachs, CICC, and HSBC [1] - Xizhi Technology plans to issue approximately 140 million shares at an initial price of HKD 16.8 per share, aiming to raise up to HKD 23.6 billion (USD 3.01 billion) in its IPO, with Morgan Stanley and CICC as joint sponsors [2] - Huizhou EVE Energy has submitted an IPO application to the Hong Kong Stock Exchange, with CITIC Securities as the exclusive sponsor [3] - MagiTech has submitted an IPO application to the Hong Kong Stock Exchange, with joint sponsors including CICC, Citigroup, and Deutsche Bank [4] - Lens Technology has announced its global offering of H-shares, with a base offering of 262 million shares and an initial price range of HKD 17.38 to HKD 18.18, expected to list on July 9, 2025 [5] - Beijing Tongrentang Medical Investment has submitted an IPO application to the Hong Kong Stock Exchange, with CICC as the exclusive sponsor [6] Group 2: Market Developments - JD's Seven Fresh is accelerating its market coverage in North China, with new stores planned in Beijing, Tianjin, and Shijiazhuang [10] - CATL has established a new company, Times Electric Service Technology, focusing on the sales of new energy vehicles and related infrastructure [13] - LG Electronics has acquired Norway's OSO Group to expand its presence in the European HVAC market [16] Group 3: Financial Updates - The gold price per gram for major brands has dropped significantly, with Chow Sang Sang at HKD 985, down from HKD 1038, and other brands showing similar declines [9] - TikTok has launched an in-app shopping feature in Japan, allowing users to buy and sell products directly through the app [17]

Group 1 - Shanghai Magnesium Health Technology Group has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs, CICC, and HSBC as joint sponsors [3] - Xizhi Technology plans to issue approximately 140 million shares at an issue price of HKD 16.8 per share in its IPO, aiming to raise up to HKD 2.36 billion (USD 301 million) [4] - Huizhou Yiwei Lithium Energy has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities as the exclusive sponsor [5] - Magi has also submitted a listing application to the Hong Kong Stock Exchange, with CICC, Citigroup, and Deutsche Bank as joint sponsors [6] - Lens Technology has announced its global offering of H shares, with a base number of 262 million shares and an initial price range of HKD 17.38 to HKD 18.18 per share, expected to list on July 9, 2025 [7] - Beijing Tongrentang Medical Investment has submitted a listing application to the Hong Kong Stock Exchange, with CICC as the exclusive sponsor [8] Group 2 - JD's Seven Fresh is accelerating its market coverage in North China, with new stores planned in Beijing, Tianjin, and Shijiazhuang [14] - CATL has established a new company, Times Electric Service Technology, focusing on the sales of new energy vehicles and related infrastructure [16] - LG Electronics has acquired Norway's OSO Group to expand its presence in the European HVAC market [21] - DJI has launched its new flagship civil transport drone, DJI FlyCart 100, designed for various applications including emergency and logistics [24]