喜多狼的个人主页 - 老虎社区

喜多狼

喜多狼

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01-09 22:58

$英特尔(INTC)$ 突破前高，上升空间能打开吗？

01-09 22:43

$布鲁克(BRKR)$ 2026 年 1 月 8 日，布鲁克公司（Bruker Corporation，Nasdaq：BRKR）宣布收购 TOFWERK AG公司60% 的股权。本次交易完成后，布鲁克对该公司持股比例达到100%，实现全面控股。TOFWERK 是一家总部位于瑞士、专注于小分子应用市场超高速飞行时间（TOF）质谱技术的创新企业。此次收购将为布鲁克在小分子市场的技术产品注入新力量，进一步拓展其在大气化学研究、空气质量监测、暴露组学（exposomics）、食品及香精香料检测，以及半导体洁净室监测等应用领域的布局。为啥盘面没反应呢？唉………

01-07

$Rocket Lab USA, Inc.(RKLB)$ 还想今天能不能创新高呢，这么轻松…

01-07

$SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ 今天卖飞了……😭

2025-10-27

就这还涨？真要卖身？

苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布

2025-10-27

$全球星(GSAT)$ 开市要暴跌吗？

2025-10-15

$SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ 锂电都涨了，锂矿还不冲？

2025-10-09

polyU EE的师弟啊，👏👏

2025-10-09

$SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ 冲啊，我要解套！

2025-10-09

$Rocket Lab USA, Inc.(RKLB)$ 感觉该回调了。

2025-10-05

$Rocket Lab USA, Inc.(RKLB)$ 为啥要进进出出呢？拿着等千亿不香吗？

2025-10-04

$Rocket Lab USA, Inc.(RKLB)$ 突破前高，gogogo[胜利] [胜利] [胜利]

2025-07-15

$Rocket Lab USA, Inc.(RKLB)$ 买来卖去多累，坐等三五年后1000e就行了。

2024-12-13

$3D系统(DDD)$ 今天因为啥涨的？

2024-11-22

$Destiny Tech100 Inc(DXYZ)$ 疯了。。。

2024-11-22

$Rocket Lab USA, Inc.(RKLB)$ 千亿见！

2024-11-13

$Rocket Lab USA, Inc.(RKLB)$ 为啥关注这票的人那么少？

2024-11-11

$Rocket Lab USA, Inc.(RKLB)$ 疯了吗？

2024-06-25

$3D系统(DDD)$ 挂单一个多月，终于成交。3-5年后再看……

2024-06-20

已经有遥遥领先了， [得意] [得意] [得意]

去老虎APP查看更多动态

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为啥盘面没反应呢？唉………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519981201092800","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518946687562440,"gmtCreate":1767725176604,"gmtModify":1767725178887,"author":{"id":"89418893994756","authorId":"89418893994756","name":"喜多狼","avatar":"https://static.tigerbbs.com/77537cd0e543cce09ed8f2907458c693","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"89418893994756","idStr":"89418893994756"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 还想今天能不能创新高呢，这么轻松…","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 还想今天能不能创新高呢，这么轻松…","text":"$Rocket Lab USA, Inc.(RKLB)$ 还想今天能不能创新高呢，这么轻松…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518946687562440","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518889074118944,"gmtCreate":1767717828687,"gmtModify":1767717830313,"author":{"id":"89418893994756","authorId":"89418893994756","name":"喜多狼","avatar":"https://static.tigerbbs.com/77537cd0e543cce09ed8f2907458c693","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"89418893994756","idStr":"89418893994756"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ELVR\">$SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ </a> 今天卖飞了……😭","listText":"<a href=\"https://laohu8.com/S/ELVR\">$SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ </a> 今天卖飞了……😭","text":"$SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ 今天卖飞了……😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518889074118944","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493648854811392,"gmtCreate":1761540487680,"gmtModify":1761541420934,"author":{"id":"89418893994756","authorId":"89418893994756","name":"喜多狼","avatar":"https://static.tigerbbs.com/77537cd0e543cce09ed8f2907458c693","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"89418893994756","idStr":"89418893994756"},"themes":[],"htmlText":"就这还涨？真要卖身？","listText":"就这还涨？真要卖身？","text":"就这还涨？真要卖身？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493648854811392","repostId":"2578689286","repostType":2,"repost":{"id":"2578689286","kind":"news","pubTimestamp":1761513727,"share":"https://www.laohu8.com/m/news/2578689286?lang=zh_CN&edition=full","pubTime":"2025-10-27 05:22","market":"us","language":"zh","title":"苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布","url":"https://stock-news.laohu8.com/highlight/detail?id=2578689286","media":"东方财富","summary":"近期苹果消息不断。10月22日，iPhone Air正式开售后线下销量不及预期，被苹果分析师郭明曝出“砍单超八成”。同时，iPhone手机卫星通信服务的合作商或将发生变化，近期传出iPhone的卫星通信服务将弃用全球星转投马斯克SpaceX的消息。近期正式开售的iPhone Air出现了线上线下“冰火两重天”的局面。据京东数据，iPhone Air创下1秒成交额破亿的纪录。据了解，iPhone Air被称为苹果“史上最薄手机”，整机厚度仅为5.6毫米。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251027052208155d1631yatfftfti6\"/><p>近期<a href=\"https://laohu8.com/S/AAPL\">苹果</a>消息不断。</p><p>10月22日，iPhone Air正式开售后线下销量不及预期，被苹果分析师郭明𫓹曝出“砍单超八成”。同时，iPhone手机卫星通信服务的合作商或将发生变化，近期传出iPhone的卫星通信服务将弃用<a href=\"https://laohu8.com/S/GSAT\">全球星</a>转投马斯克SpaceX的消息。</p><p>此外，苹果将于北京时间10月31日公布2025财年第四财季业绩，这意味着苹果将向投资者亮出这一财年的“成绩单”，新款iPhone的销售情况将在这份成绩单里展现。</p><p><strong>SpaceX“主动靠近”苹果</strong></p><p>据The Information援引内部消息人士称，SpaceX近期已在其新一代卫星设计环节加入了针对苹果iPhone现有卫星功能所使用无线电频谱的兼容性支持，这一举措旨在为未来可能与苹果达成的合作铺平道路。这意味着，当Starlink（即“星链”）的下一代卫星在几年后正式部署，它们或许能够直接为当前市面上的苹果设备提供卫星通信服务。</p><p>据了解，“星链”目前主要依赖固定天线为家庭和车辆提供连接服务。北京时间10月20日，SpaceX已成功发射第一万颗“星链”卫星，占地球轨道活跃卫星总数的六成以上，人类历史上第一个“万<a href=\"https://laohu8.com/S/300256\">星星</a>座”就此诞生。</p><p>此前，苹果iPhone的卫星功能所用的无线电频谱由Globalstar（即“全球星”）提供。但全球星在网络速度和科技层面相比“星链”略显滞后，这限制了苹果当前卫星功能拓展应用场景，只能支持在无地面网络覆盖时发送紧急短信、共享定位或请求道路救援等基础服务。</p><p>而全球星在“星链”日益扩张的竞争压力下处境艰难，且对苹果业务依赖度高。过去三年，苹果已向全球星投入约20亿美元。在最近季度财报中，全球星首次警告称，若失去苹果这一核心客户，公司财务、运营及现金流可能受到重大冲击。</p><p>在艰难处境之下，全球星也有了“卖身计划”，公司董事长<a href=\"https://laohu8.com/S/JMON\">James Monroe</a>公开表示，公司正考虑以超100亿美元的价格出售。而截至美东时间10月24日收盘，全球星市值仅为57.34亿美元。</p><p>据报道，SpaceX在最新卫星设计中整合了对全球星所用频谱的兼容支持。这一调整意味着星链未来可直接适配现有iPhone的硬件，无需苹果进行大规模设备升级。</p><p>不过，此前SpaceX和苹果曾有一定“旧怨”。早在2022年苹果推出首项卫星功能前，SpaceX首席执行官埃隆·马斯克就向苹果提出过一项为期18个月的独家卫星服务合作方案，内容包括苹果预付50亿美元，并在独家期后每年支付10亿美元费用。但该提议遭苹果拒绝。</p><p>此外，马斯克曾多次公开批评苹果，他曾表示App Store的收费政策影响了其社交平台X的财务表现。去年8月，马斯克的人工智能初创公司xAI还起诉苹果涉嫌操纵App Store排名，偏袒OpenAI的ChatGPT软件，损害其Grok聊天机器人软件的利益。但近期双方“火药味”有所减弱，据报道，苹果内部一些高管长期以来对全球星的合作持怀疑态度，认为苹果应该转而与SpaceX合作。</p><p><strong>iPhone Air“砍单”超八成？</strong></p><p>近期正式开售的iPhone Air出现了<a href=\"https://laohu8.com/S/300959\">线上线下</a>“冰火两重天”的局面。此前iPhone Air在线上预售，仅仅5分钟时间苹果官网首批iPhone Air就宣告售罄。据<a href=\"https://laohu8.com/S/JD\">京东</a>数据，iPhone Air创下1秒成交额破亿的纪录。</p><p>据了解，iPhone Air被称为苹果“史上最薄手机”，整机厚度仅为5.6毫米。该手机首次在全球范围内（包括中国内地市场）取消了物理SIM卡槽，全面采用了eSIM技术，实现了通信技术的变革。</p><p>不过，正式开售后iPhone Air遇冷，线下门店和二手交易平台出现了大量iPhone Air现货。据记者了解，售价7999元起的iPhone Air目前在二手交易市场已经破发，在闲鱼平台上，iPhone Air近7日成交价已经跌到7399元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027052208945d163v2rg6kk13ai\"/><p>天风国际证券分析师郭明𫓹表示，苹果iPhone Air的需求不及预期，供应链产能将缩减80%以上。他在社交平台发文称：“iPhone Air 需求低于预期，供应链已经开始降低<span>出货</span>与产能。供应链的产能普遍到1Q26（2026年一季度）会缩减80%以上，部分出货前置时间较长的零组件，预计在2025年底前停产。这意味着既有的Pro系列与标准版机型，已经很好的涵盖了大部分的高阶用户需求，很难再找到新的市场区隔与定位（从 mini、Plus到至今Air的尝试都没有成功）。”</p><p>iPhone Air需求的不及预期，或许将影响eSIM卡市场的扩张。此前在10月13日，<a href=\"https://laohu8.com/S/601728\">中国电信</a>、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/600050\">中国联通</a>三大运营商正式宣布获得工业和信息化部颁发的eSIM手机运营服务商用试验批复许可，并全面上线eSIM手机业务。据GSMA预测，2025年全球eSIM智能手机渗透率将超30%，而中国市场规模有望突破千亿，消费电子的规模化应用已近在眼前。而iPhone Air的大幅砍单，为eSIM的市场前景蒙上了一层阴影。</p><p><strong>苹果业绩将公布</strong></p><p>苹果将于北京时间10月31日公布2025第四财季的业绩。据彭博分析师预期，苹果2025财年第四财季营收预计为1017亿美元，同比增加7.13%，经调整<span>净利润</span>预计为260.6亿美元，同比增长4.32%，<span>每股收益</span>预计为1.76美元，同比增加81.4%。</p><p>自三季度以来，苹果股价自底部反弹超28%，并于披露业绩前创下历史新高，总市值升至3.9万亿美元，成为美国第二大市值公司，仅次于此前超越其市值的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司（总市值4.53万亿美元）。</p><p>业绩和股价的增长来自于iPhone 17系列亮眼销量的带动。根据Counterpoint Research数据，iPhone 17系列在美国和中国上市的前10天销量比iPhone 16系列高出14%。其中，标准版iPhone 17的需求远高于去年799美元的iPhone 16机型。</p><p>Counterpoint高级分析师Ivan <a href=\"https://laohu8.com/S/LRCX\">Lam</a>表示：“消费者对iPhone 17基础款的改进和升级产生了共鸣。在中国，iPhone 17基础款首发期的销量几乎是iPhone 16基础款的两倍，这种良好势头将持续到10月份。”</p><p><a href=\"https://laohu8.com/S/600621\">华鑫</a>证券研报表示，iPhone 17系列的生产组装采用了中国与印度双中心的布局，其中中国占比84%，印度占比14%。中国是iPhone17系列、Mac、Apple Watch等产品的核心零部件供应地。值得注意的是，中国供应商在果链的核心环节占比逐步提升。随着iPhone17系列销量超预期以及苹果将于2026年到2027年推出更多新品，果链有望迎来新一轮的景气周期，中国相关供应链有望持续受益。</p><p>（文章来源：证券时报）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 05:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027052213a476196d&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期苹果消息不断。10月22日，iPhone Air正式开售后线下销量不及预期，被苹果分析师郭明𫓹曝出“砍单超八成”。同时，iPhone手机卫星通信服务的合作商或将发生变化，近期传出iPhone的卫星通信服务将弃用全球星转投马斯克SpaceX的消息。此外，苹果将于北京时间10月31日公布2025财年第四财季业绩，这意味着苹果将向投资者亮出这一财年的“成绩单”，新款iPhone的销售情况将在这份...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027052213a476196d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","NVDX":"2倍做多NVDA ETF-T-Rex","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVD":"2倍做空NVDA 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027052213a476196d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2578689286","content_text":"近期苹果消息不断。10月22日，iPhone Air正式开售后线下销量不及预期，被苹果分析师郭明𫓹曝出“砍单超八成”。同时，iPhone手机卫星通信服务的合作商或将发生变化，近期传出iPhone的卫星通信服务将弃用全球星转投马斯克SpaceX的消息。此外，苹果将于北京时间10月31日公布2025财年第四财季业绩，这意味着苹果将向投资者亮出这一财年的“成绩单”，新款iPhone的销售情况将在这份成绩单里展现。SpaceX“主动靠近”苹果据The Information援引内部消息人士称，SpaceX近期已在其新一代卫星设计环节加入了针对苹果iPhone现有卫星功能所使用无线电频谱的兼容性支持，这一举措旨在为未来可能与苹果达成的合作铺平道路。这意味着，当Starlink（即“星链”）的下一代卫星在几年后正式部署，它们或许能够直接为当前市面上的苹果设备提供卫星通信服务。据了解，“星链”目前主要依赖固定天线为家庭和车辆提供连接服务。北京时间10月20日，SpaceX已成功发射第一万颗“星链”卫星，占地球轨道活跃卫星总数的六成以上，人类历史上第一个“万星星座”就此诞生。此前，苹果iPhone的卫星功能所用的无线电频谱由Globalstar（即“全球星”）提供。但全球星在网络速度和科技层面相比“星链”略显滞后，这限制了苹果当前卫星功能拓展应用场景，只能支持在无地面网络覆盖时发送紧急短信、共享定位或请求道路救援等基础服务。而全球星在“星链”日益扩张的竞争压力下处境艰难，且对苹果业务依赖度高。过去三年，苹果已向全球星投入约20亿美元。在最近季度财报中，全球星首次警告称，若失去苹果这一核心客户，公司财务、运营及现金流可能受到重大冲击。在艰难处境之下，全球星也有了“卖身计划”，公司董事长James Monroe公开表示，公司正考虑以超100亿美元的价格出售。而截至美东时间10月24日收盘，全球星市值仅为57.34亿美元。据报道，SpaceX在最新卫星设计中整合了对全球星所用频谱的兼容支持。这一调整意味着星链未来可直接适配现有iPhone的硬件，无需苹果进行大规模设备升级。不过，此前SpaceX和苹果曾有一定“旧怨”。早在2022年苹果推出首项卫星功能前，SpaceX首席执行官埃隆·马斯克就向苹果提出过一项为期18个月的独家卫星服务合作方案，内容包括苹果预付50亿美元，并在独家期后每年支付10亿美元费用。但该提议遭苹果拒绝。此外，马斯克曾多次公开批评苹果，他曾表示App Store的收费政策影响了其社交平台X的财务表现。去年8月，马斯克的人工智能初创公司xAI还起诉苹果涉嫌操纵App Store排名，偏袒OpenAI的ChatGPT软件，损害其Grok聊天机器人软件的利益。但近期双方“火药味”有所减弱，据报道，苹果内部一些高管长期以来对全球星的合作持怀疑态度，认为苹果应该转而与SpaceX合作。iPhone Air“砍单”超八成？近期正式开售的iPhone Air出现了线上线下“冰火两重天”的局面。此前iPhone Air在线上预售，仅仅5分钟时间苹果官网首批iPhone Air就宣告售罄。据京东数据，iPhone Air创下1秒成交额破亿的纪录。据了解，iPhone Air被称为苹果“史上最薄手机”，整机厚度仅为5.6毫米。该手机首次在全球范围内（包括中国内地市场）取消了物理SIM卡槽，全面采用了eSIM技术，实现了通信技术的变革。不过，正式开售后iPhone Air遇冷，线下门店和二手交易平台出现了大量iPhone Air现货。据记者了解，售价7999元起的iPhone Air目前在二手交易市场已经破发，在闲鱼平台上，iPhone Air近7日成交价已经跌到7399元。天风国际证券分析师郭明𫓹表示，苹果iPhone Air的需求不及预期，供应链产能将缩减80%以上。他在社交平台发文称：“iPhone Air 需求低于预期，供应链已经开始降低出货与产能。供应链的产能普遍到1Q26（2026年一季度）会缩减80%以上，部分出货前置时间较长的零组件，预计在2025年底前停产。这意味着既有的Pro系列与标准版机型，已经很好的涵盖了大部分的高阶用户需求，很难再找到新的市场区隔与定位（从 mini、Plus到至今Air的尝试都没有成功）。”iPhone Air需求的不及预期，或许将影响eSIM卡市场的扩张。此前在10月13日，中国电信、中国移动、中国联通三大运营商正式宣布获得工业和信息化部颁发的eSIM手机运营服务商用试验批复许可，并全面上线eSIM手机业务。据GSMA预测，2025年全球eSIM智能手机渗透率将超30%，而中国市场规模有望突破千亿，消费电子的规模化应用已近在眼前。而iPhone 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