以下文章来源于跳海大院 ，作者院办小拳石 跳海大院 . 很 认 真 地 做 不 靠 谱 的 事 ( 原创短视频和图文 ) 本文来自微信公众号： 跳海大院 ，作者：院办小拳石，题图来自：视觉中国 尽管当下AI创作层出不穷，正常人也很难想象郭德纲与《赛博朋克2077》能有什么联系。 那天疑似起得太猛，恍惚间看郭德纲给我讲了段单口相声版《2077》。 不料清醒过来回味无穷，网上一搜才知梦非梦，郭德纲不仅讲《2077》，还解说了《死亡搁浅》 《荒野大镖客》…… 这一搜也明白了，郭德纲与3A游戏的联动纯属AI——人民群众喜闻乐见的需求总是那么难以捉摸又 富有创造力。 院办打小听郭德纲长大，自然禁不住诱惑，好奇AI老郭这单口到底能说成啥样。 没成想点开后一口气听完了两个小时的全本《2077》，而后逐渐确信——郭德纲才是现在最懂赛博 朋克的人。 郭德纲，人类文明指定赛博文化 遗产 "铁锈高楼入云端，霓虹炫彩晃人眼" "义体改造寻长生，魂归芯片不-羡-仙" "啪" 醒木一拍，今天咱们开一部新书，叫《赛博朋克2077》…… 好家伙，这定场诗一上来就给我震住了，赛博朋克"高科技，低生活"的故事背景用单口的形式，行云 流水般娓娓道 ...

Investment Rating - Industry investment rating: Overweight [1] Core Viewpoints - The report emphasizes the importance of artificial intelligence (AI) in reshaping various industries, highlighting that AI applications require terminal devices with AI edge computing capabilities. The focus is on AI applications and AI terminals, with a call for self-reliance and strength in AI development [4][5][21][22]. Market Performance Review - During the week from April 28 to April 30, 2025, the Shanghai Composite Index decreased by 0.49%, while the Shenzhen Component Index fell by 0.17%. The ChiNext Index saw a slight increase of 0.04%, and the STAR 50 Index rose by 0.78%. The Shenwan Electronics Index increased by 1.34%, with the best-performing sector being digital chip design, which rose by 4.33%, while passive components saw a decline of 1.31% [4][31]. AI Infrastructure and Companies - AI infrastructure construction is crucial for supporting AI hardware, with relevant companies including Shengyi Technology, Shenghong Technology, and Industrial Fulian. Companies involved in AI terminal chips include Hengxuan Technology and Tai Lingwei, while AI mobile phones and headphones are associated with companies like Lixun Precision and GoerTek [5][21]. Key Industry News - Apple plans to launch its first foldable iPhone in the fall of 2026, alongside the iPhone 18 Pro series, while the standard version of the iPhone 18 is delayed until spring 2027. This adjustment is in response to the expanding product line [12][13]. - CounterPoint Research reported a 7% year-on-year decline in smartphone shipments in India for Q1 2025, primarily due to high inventory levels and a 26% drop in new product launches. However, demand for ultra-high-end products remains strong, with a 15% increase in market share for products priced above 45,000 INR [14][19]. Future Trends - Omdia predicts that Tandem OLED technology will reshape the tablet and laptop display market, with its penetration rate expected to rise to 36% by 2026, driven by Apple's new OLED products [24][25][28].