格隆汇1月27日｜美光科技(MU.US)盘前涨3.63%，报403.2美元。消息面上，在人工智能引发内存芯片短缺的背景下，美光科技将在未来十年向新加坡追加投资240亿美元，以扩大其制造能力。该公司周二表示，这项新投资将创造约1600个工作岗位，晶圆产出预计将于2028年下半年开始。新工厂将部署人工智能和自动化。2025年初，美光科技已宣布在未来几年投资70亿美元，扩大其在新加坡的制造规模，以满足训练人工智能所需的先进内存芯片需求。(格隆汇)

格隆汇1月27日｜臻镭科技(688270.SH)公告称，预计2025年归属于上市公司股东的净利润为1.23亿元-1.45亿元，同比增长529.64%-642.26%。公司产品及技术主要应用于数据链、电子对抗、无线通信终端、新一代电台、相控阵通信等特种领域，以及移动通信系统、卫星互联网等民用领域。受国内特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，同时公司积极把握卫星通信领域市场机遇，市场拓展节奏稳步加快，项目交付能力显著提升，整体推动了公司销售收入实现高速增长。

黄金主题LOF：1月28日起A类人民币份额暂停申购及定期定额投资业务。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

文章提及标的 世龙实业 -- 烧碱 -- 世龙实业（002748）公告，预计2025年度净利润为4900万元~6500万元，同比增长87.23%~148.37%。报告期内，公司各类产品价格呈现分化走势，烧碱、氯化亚砜等产品销售价格同比小幅上涨，AC发泡剂、双氧水等产品销售价格较上年同期均有所下降；与此同时，大宗原材料采购价格同比均有所下降，公司产品综合毛利率与上年基本持平。公司持续加大国内外市场营销力度，AC发泡剂、烧碱、氯化亚砜及丙酸等主要产品销量均实现同比增长，公司整体营业收入较上年同期有所增加。另一方面，本报告期公司计提的资产减值准备金额较上年同期有所下降，故本期利润实现同比增长。

01 岁末年初，不少人已经半休假，但有些人格外忙碌。 去年12月，科创板第五套标准的优化为商业航天公司敞开了上市大门。蓝箭航天率先获受理，星际荣耀、星河动力、中科宇航等头部企业紧随其后冲刺IPO。同步传来的，还有我国向国际电信联盟一次性申报20.3万颗卫星频轨资源的消息。专家解读说，这意味着卫星频轨资源申请已上升至国家战略层面。 1月22日，蓝剑航天IPO审核状态变更为“已问询”，距离去年12月31日获得受理不过22天。这就是火箭的速度吗？ SpaceX近期也继续传出消息，马斯克计划最早于2026年中以1.5万亿美元（10万亿人民币）估值上市。“中国英伟达”迎来了千亿市值，商业航天短期内唯一的悬念变成，“中国SpaceX”市值会是多少呢？ 退出通道打开了，政策和市场预期有了，在这一背景下，火箭卫星明星项目的老股，成了投资圈流转的硬通货。也正是在这火热的交易氛围里，我认识了X君。 X君手上有四个航空航天项目： A火箭，国家队项目，投前估值150亿，预计2028年启动上市，5000万额度。 B火箭，投前估值160多亿，老股按106亿估值交易，价格上优惠近1/3，2000万额度。这家公司牵涉到控股权转让问题，据X君介绍，最有可能接手的是湖北或者四川国资。“控股权转让完成的话，立马启动上市。” C火箭，投前估值106亿，计划春节后启动D+轮融资，届时投前估值大概率定在200-220亿。如果消息落实，这意味着，如果你是这一轮投进去，到下一轮已经翻了一倍。 星辰大海就在不远处。X君给我的材料里写到，C公司“拟于2026年6月进行可重复使用液体运载火箭‘双曲线三号’的首飞，实现火箭入轨与一子级回收，首飞成功后将立即申报科创板上市。为确保成功入轨，公司同时配置了两枚火箭。预计上市后市值将突破1000亿。”哦，就在我们沟通完后的几天里，这家公司已更新了IPO辅导进展。 D卫星，pre-IPO轮增资，投前估值350亿，5000万额度。 前年D公司完成数十亿的A轮融资，创下国内商业航天单笔融资纪录。最近更了不得，听说这家公司已经开始反向面试投资人，估值也坐地起价，从350亿涨到450亿。我拿这个消息问X君，X君告诉我，老股转让还按原价。“如果你现在进的话，肯定不是这个价了。” 我不禁钦佩起X君神通广大的能力，同时也产生疑惑。既然是千载难逢的历史性机遇，为什么人家还愿意打折出售老股？ X君...

电投产融（000958）公告，预计2025年度归属于上市公司股东的净利润为30亿元-35亿元，比上年同期重组前的10.44亿元上升187.37%-235.26%。扣除非经常性损益后的净利润预计为7亿元-7.7亿元，比上年同期重组前的8.32亿元下降7.47%-15.88%。基本每股收益预计为0.23元/股-0.27元/股，上年同期重组前为0.19元/股。预计业绩变动主要因公司完成重大资产重组，电投核能纳入合并报表范围。

格隆汇1月27日｜中国人民银行统计，2025年四季度末，人民币房地产贷款余额51.95万亿元，同比下降1.6%，全年减少9636亿元。2025年四季度末，房地产开发贷款余额13.16万亿元，同比下降3.0%，全年减少3575亿元。个人住房贷款余额37.01万亿元，同比下降1.8%，全年减少6768亿元。

银信科技（300231）公告，预计2025年度归属于上市公司股东的净利润为5800万元至7500万元，上年同期为-1.18亿元。扣除非经常性损益后的净利润为5800万元至7500万元，上年同期为-1.16亿元。上年同期，因参股公司股权存在减值迹象，基于谨慎性原则，公司计提长期股权投资减值准备1.7亿元，导致公司净利润为负。本报告期内，公司不再计提长期股权投资减值准备，净利润实现扭亏为盈。

WDC280121P00155000 互動股市圖表 | WDC Jan 2028 155.000 put 股市 Yahoo 財經

Galvin Gaustad & Stein LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 100,239 shares of the iPhone maker's stock after selling 6,601 shares during the period. Apple makes up approximately 2.1% of Galvin Gaustad & Stein LLC's investment portfolio, making the stock its 11th largest position. Galvin Gaustad & Stein LLC's holdings in Apple were worth $25,524,000 at the end of the most recent reporting period. Several other hedge funds have also recently bought and sold shares of the company. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC increased its stake in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after purchasing an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple during the 4th quarter worth $65,000. Morgan Dempsey Capital Management LLC raised its holdings in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after buying an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter worth $99,000. 67.73% of the stock is owned by institutional investors. Get Apple alerts: Sign Up Apple Trading Up 3.0% Shares of NASDAQ AAPL opened at $255.41 on Tuesday. The firm has a 50 day moving average price of $269.21 and a two-hundred day moving average price of $250.65. The stock has a market cap of $3.75 trillion, a P/E rat...

格隆汇1月27日｜根据TrendForce集邦咨询最新电动车产业研究，增程式电动车近年逐渐成为车厂转向纯电化的过渡选项，日前欧盟宣布调整2035年禁售燃油车政策，更为REEV提供了重要法规弹性和发展空间。TrendForce集邦咨询预估，在政策弹性、技术成熟度、市场接受度的支撑下，2030年全球REEV年销量将可达300万台，较2025年实现翻倍成长。

Richard Drury/DigitalVision via Getty Images Introduction Dyne Therapeutics ( DYN ) is a clinical-stage biotech firm with a ~3B market cap and 2 key clinical programs. Its pipeline focused on genetically driven muscle diseases using its proprietary FORCE™ platform . This technology uses a transferrin receptor 1 (TfR1) binding antibody fragment (fab) to deliver therapeutic payloads (ASOs, PMOs, siRNAs) directly into skeletal, cardiac, and smooth muscle, as well as the central nervous system (CNS). The recent acquisition of its close competitor Avidity Biosciences by Novartis is a good validation for the rather unproven field of antibody-ASO/PMO conjugates Dyne is known for, and its share price jumped ~40% on the news. However, in this article I will explain: 1. While its first key clinical-stage drug, DYNE-101 (Zeleciment basivarsen), for DM1 is looking promising, its DMD drug, DYNE-251 (Zeleciment rostudirsen), data is weaker compared to Avidity's on their intended biomarker expression levels on a numerical basis. However, Dyne's recent release of functional data was strong, increasing the chance for Dyne to secure accelerated approval for Dyne-101. 2. With Dyne's recent close of a 350M stock offering, it is in a comfortable financial position to go it alone if it needs to, which gives them more leverage for a potential buyout. Given its "twin" company Avidity was bought at 12B last year, it makes Dyne's current valuation of 2.75B quite undervalued in comparison. The Science Dyne Therapeutics is focused on treating genetically driven muscle diseases using its proprietary FORCE™ platform. This technology overcomes the historic delivery limitations of muscle therapeutics by using an antibody fragment that binds to the Transferrin Receptor 1 (TfR1)-which is highly expressed on muscle cells-to deliver therapeutic payloads (ASOs, PMOs, siRNAs) directly into skeletal, cardiac, and smooth muscle. The technology is similar to the famous antibody-drug conjugate (ADC) field, ...

(1st row from L to R): Australia's Prime Minister Anthony Albanese, Brazil's President Luiz Inacio Lula da Silva, South Africa's President Cyril Ramaphosa, President of Angola and Chairperson of the African Union Joao Lourenco and Canada's Prime Minister Mark Carney react as they attend a family photo event during a G20 Leaders' Summit plenary session at the Nasrec Expo Centre in Johannesburg on November 22, 2025. Gianluigi Guercia | Afp | Getty Images With the resurgence of U.S. dominance in the West and the apparent ripping up of the rules-based international order, some are looking to the world's "middle powers" as a possible bulwark against increasing unilateralism among global superpowers. Canada's Prime Minister Mark Carney lent his voice to this hope last week, telling delegates at the World Economic Forum (WEF) that "middle powers" must work together to counter the rise of hard power, the disintegration of multilateral institutions like the United Nations and World Trade Organization, and to build a more cooperative and peaceful world. "Great powers can afford, for now, to go it alone. They have the market size, the military capacity and the leverage to dictate terms. Middle powers do not," Carney told delegates. "The middle powers must act together, because if we're not at the table, we're on the menu," he warned. Superpowers have often defined as countries with a permanent seat on the United Nations Security Council, like China, France, Russia, the U.K. and the U.S. However, the world's only current superpowers of any real consequence are arguably China and the U.S. The definition of "middle powers" is more opaque, although it's generally used to refer to states that have economic, diplomatic or political clout but are seen to be in the "second-tier" of the geopolitical hierarchy. Leaders pose for a family photo on the opening day of the G20 Leaders' Summit at the Nasrec Expo Centre in Johannesburg, South Africa, on Nov. 22, 2025. Misper Apawu | Via Reuter...

( January 27, 2026, 09:07 GMT | Official Statement) -- MLex Summary: US chipmaker Micron Technology has broken ground on a $24 billion 10-year advanced wafer fabrication facility within the company's existing NAND manufacturing complex in Singapore. In a statement, Micron said production is scheduled to start in the second half of 2028, with the chipmaking facility designed to meet growing AI-driven demand for NAND memory. The project will create 1,600 jobs and use advanced robotics, smart manufacturing and co-located research to support AI applications, strengthen supply chain resilience and reinforce Singapore’s role in the global semiconductor ecosystem, Micron said.The statement follows.... Prepare for tomorrow’s regulatory change, today MLex identifies risk to business wherever it emerges, with specialist reporters across the globe providing exclusive news and deep-dive analysis on the proposals, probes, enforcement actions and rulings that matter to your organization and clients, now and in the longer term. Know what others in the room don’t, with features including: Daily newsletters for Antitrust, M&A, Trade, Data Privacy & Security, Technology, AI and more Custom alerts on specific filters including geographies, industries, topics and companies to suit your practice needs Predictive analysis from expert journalists across North America, the UK and Europe, Latin America and Asia-Pacific Curated case files bringing together news, analysis and source documents in a single timeline Experience MLex today with a 14-day free trial.

格隆汇1月27日｜招商证券(600999.SH)发布2025年度业绩快报，营业总收入为248.99亿元，同比增长19.19%；归属于母公司股东的净利润为122.99亿元，同比增长18.43%。

India and the EU have finalised a landmark free trade agreement, which European Commission president Ursula von der Leyen hailed as the “mother of all deals”. The agreement comes after almost two decades of on-off negotiations between India and the EU, which vastly accelerated in the past six months and were finally concluded late on Monday night. The deal is expected to open up India’s vast and traditionally tightly guarded market to the 27 nations in the bloc, with a focus on manufacturing and the services sector. It is expected to ease market access for key European products, including cars and wine, in return for easier exports of textiles, gems and pharmaceuticals. The agreement is expected to double EU exports to India by 2032 by eliminating or cutting tariffs in 96.6% of traded goods by value, and will lead to savings of €4bn (£3.5bn) in duties for European companies, the EU said. “Europe and India are making history today,” von der Leyen said in a statement after landing in Delhi, where she met with the Indian prime minister, Narendra Modi, on Tuesday. “We have concluded the mother of all deals. We have created a free trade zone of two billion people, with both sides set to benefit.” Von der Leyen had previously stated that she expected exports to India to double after the deal, with the EU granted unprecedented access to the previously heavily protected Indian market. India, the world’s largest country with a population of 1.4 billion, is also one of the world’s fastest-growing economies and is on track to become its fourth-largest economy this year, according to International Monetary Fund. The deal is one of the most comprehensive that India has ever signed and Modi emphasised that it represented about a third of global trade, calling it the “biggest free trade deal in history”. “This agreement has brought massive opportunities for 1.4 billion Indians and millions of people in European countries,” he said. “It has become a wonderful example of synergy bet...

格隆汇1月27日｜中国人民银行统计，2025年四季度末，人民币房地产贷款余额51.95万亿元，同比下降1.6%，全年减少9636亿元。2025年四季度末，房地产开发贷款余额13.16万亿元，同比下降3.0%，全年减少3575亿元。个人住房贷款余额37.01万亿元，同比下降1.8%，全年减少6768亿元。

文章提及标的 摩根大通 -- 香港交易所 -- 美团-W -- 据香港交易所（HK0388）披露，摩根大通（JPM）对美团-W（HK3690）的多头持仓比例于2026年1月22日从4.99%增至5.07%。

格隆汇1月27日｜中国人民银行统计，2025年四季度末，金融机构人民币各项贷款余额271.91万亿元，同比增长6.4%，全年人民币贷款增加16.27万亿元。2025年四季度末，本外币企事业单位贷款余额186.21万亿元，同比增长8.9%，增速比上季度末高0.7个百分点，全年增加15.24万亿元。分期限看，短期贷款及票据融资余额64.16万亿元，同比增长11.0%，全年增加6.37万亿元。中长期贷款余额118.39万亿元，同比增长7.9%，全年增加8.69万亿元。分用途看，固定资产贷款余额77.52万亿元，同比增长6.9%，全年增加5.03万亿元。经营性贷款余额75.91万亿元，同比增长9.5%，全年增加6.62万亿元。

月之暗面周二发布声明称，最新版Kimi能够在单条提示词下同时处理文本、图像和视频。这与OpenAI、谷歌等行业领军者推动的“全模态”趋势一致 图：视觉中国

The shares of UnitedHealth, Humana and other health insurers were clobbered on Tuesday after a preliminary payment proposal for Medicare Advantage fell way short of analyst expectations.

For the better part of the last seven years, Wall Street has been a stomping ground for wealth creation . The benchmark S&P 500 has rallied by at least 16% in six of the last seven years, with the 2022 bear market being the lone exception. Investors have had plenty to be excited about, including the evolution of artificial intelligence (AI), the advent of quantum computing, the prospect of lower interest rates, record-breaking share buyback activity by S&P 500 companies, and a resilient U.S. economy. Billionaire money managers have taken notice of these catalysts, with many holding a stake in one or more of America's most influential public companies. We know this because institutional investors with at least $100 million in assets under management are required to file Form 13F with the Securities and Exchange Commission no later than 45 calendar days after the end of each quarter. A 13F details for investors the stocks that Wall Street's savviest fund managers bought and sold in the latest quarter. Continue reading

格隆汇1月27日｜国投白银LOF公告，本基金将于2026年1月28日开市起至当日10:30停牌，自2026年1月28日10:30复牌。若本基金2026年1月28日二级市场交易价格溢价幅度未有效回落，本基金有权通过向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施，向市场警示风险，具体以届时公告为准。

Micron builds $24 billion facility Gamereactor UK

格隆汇1月27日｜国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。《条例》共9章89条，修订后的主要内容如下。 一是完善药品研制和注册制度。支持以临床价值为导向的药品研制和创新，鼓励研究和创制新药，支持新药临床推广和使用。明确药物非临床安全性评价研究机构资格认定程序，细化药物临床试验管理要求。设立药品上市注册加快程序，明确药品再注册程序，规定处方药、非处方药转换机制。对符合条件的儿童用药品、罕见病治疗用药品给予市场独占期，对含有新型化学成份的药品等进行数据保护。细化药品上市许可持有人的责任。 二是加强药品生产管理。严格药品委托生产管理，压实委托生产时药品上市许可持有人的责任，明确可以委托分段生产药品的情形。明确中药饮片、中药配方颗粒生产、销售的管理要求。 三是规范药品经营和使用。完善药品网络销售管理制度，压实药品网络交易第三方平台提供者责任。加强医疗机构药事管理，保障使用环节药品质量。明确医疗机构配制制剂审批流程，规定医疗机构制剂调剂使用条件和程序，支持配制儿童用医疗机构制剂，满足儿童患者用药需求。 四是严格药品安全监管。明确药品安全监督检查措施。细化药品质量抽查检验流程，规定当事人对检验结果有异议的，可以申请复验。针对违法行为设定了严格的法律责任。

皖通高速（600012）公告，公司与安徽交控集团等联合体中标S19淮南至桐城高速公路（884154）舒城至桐城段特许经营者项目。项目公司注册资本金为2亿元，公司持股10%，出资金额为2000万元。公司投入项目资本金约1.45亿元，占项目公司10%股权。项目投资估算总金额约为72.37亿元，资本金约14.47亿元，占总投资的20%。项目计划2026年正式开工建设，2029年建成通车。

在当今数据驱动的世界中，企业越来越意识到，数据不应仅仅被视为原材料，而应被视为一种产品。这种范式转变通常与数据网格等概念相关联，强调使数据易于发现、寻址、可信和使用。该方法的一个关键组成部分是“将报表视为数据产品”。本文将深入探讨报表作为数据产品的构成要素，并分析其成功所需的关键要素：质量检查、服务级别协议 (SLA) 和警报机制、全面的文档以及强大的元数据管理。 一 什么是报表这种数据产品 报表作为一种数据产品，不仅仅是数据库中行和列的简单集合。它是一个经过精心整理、即用型的数据集，专门用于支持分析应用和数据驱动的决策。这意味着该表的结构和优化目标是提取洞察的查询，而非事务性操作。“数据产品”这一特性意味着，该报表的开发、维护和交付都遵循与其他任何产品相同的严谨性和以客户为中心的理念。 报表作为一种数据产品，其关键特征包括：目标明确，旨在解决特定的业务问题或回答分析问题；易于使用，以易于理解和使用的格式向分析师和数据科学家等各类数据使用者提供数据；此外，它还应可在多个分析用例中重复使用，以减少冗余并提高一致性；可靠性至关重要，确保使用者可以信赖数据的准确性、完整性和及时性；最后，它应是自包含的，不仅包含原始数据，还包含相关的元数据、文档和访问接口。 例如，市场部门可能需要分析客户行为以优化营销活动的效果。为此目的而设计的数据产品报表将包含汇总的客户互动数据、购买历史记录和人口统计信息，这些数据经过预处理和结构化，便于市场分析师查询。该表将由数据工程团队维护，以确保其质量和可用性，就像软件产品团队维护应用程序一样。 二 数据产品质量检查 卓越的数据质量是任何可靠数据产品的基石。缺乏健全的质量检查机制，报表可能导致错误的洞察和糟糕的商业决策。数据质量通常从多个维度进行评估，包括准确性、完整性、一致性、有效性、唯一性和及时性。实施有效的数据质量检查需要结合主动措施和持续监控。 1.关键数据质量维度和检查 数据质量通常从几个关键维度进行评估。 准确性 确保数据值正确且反映真实世界实体，检查内容包括与已知来源进行验证或检测异常值（例如，标记年龄为 200 岁的客户）。 完整性 验证所有预期数据是否存在，检查关键列中是否存在空值，或确保从源系统完整导入记录（例如，如果必填，则确保每个客户记录都包含电子邮件地址）。 一致性 确认数据在不同系统或不同时间段内的一致性，防止出现相互...

在贸易格局变化、技术进步以及技能需求演进的大背景下，应增强劳动力市场的韧性、灵活性和包容性，而非一裁了之 【财新网】 AI冲击全球就业市场，人机交互、灵活的技能组合以及持续性再培训是劳动力转型的重要元素。可以通过重新设计工作本身，包括重塑工作任务和模式，而不是通过广泛裁员来适应AI时代的变化。 2026年1月26日，全球劳动力市场大会（Global Labor Market Conference）在利雅得开幕。会议由沙特阿拉伯人力资源与社会发展部举办，世界银行、国际劳工组织等国际机构提供支持。在全球贸易格局变化、技术进步以及技能需求演进的大背景下，如何增强劳动力市场的韧性、灵活性和包容性获得与会者的关注。

文章提及标的 白银有色 -- 白银有色（601212）发布异动公告，公司黄金、白银产品的收入占总营业收入的比重较低。2025年上半年，公司营业收入445.59亿元，销售黄金产品收入83.18亿元，占公司营业收入的比重18.67%，销售白银产品收入20.23亿元，占公司营业收入的比重4.54%。根据《2024年年度报告》，按照矿石原材料成本分类，公司自有矿山原材料占原料总成本比重4.43%，外购原料占原料总成本比重95.57%，公司外购原料占比较高。

你还记得 Vision Pro 吗？ 2024年2月，苹果推出了一款售价高达3499美元的头显设备，在开放预购一周时间里，销量直接突破了20万台大关，而国内一度炒到10万元一台，一机难求。可是仅仅过了不到两个月，Vision Pro便差评如潮，出现大规模退货。 初识惊艳满满、用后索然无味，Vision Pro给消费者的感受就是如此，但在被市场“无人问津”了近两年后，Vision Pro不仅对产品进行了升级，还在近日搞了一个大动作——联合Spectrum首次推出沉浸式NBA直播赛事内容。首场直播是湖人队对阵雄鹿队，Vision Pro已完成“首秀”，接下来还有5场。 沉浸式观赛，这似乎为用户把放在角落里吃灰的Vision Pro拿出来提供了一个充足的理由。 生死边缘 在苹果为Vision Pro带来沉浸式NBA直播赛事的同时，一则爆料也广为流传。博主“定焦数码”称，苹果基本暂停了对Vision Pro产业端的维护，并减少了大部分的头显产量，这意味着该产品已进入半停产阶段，仅维持少数产能和零部件产线以满足售后需求。 另外，市场研究机构 Sensor Tower 的数据显示，苹果还大幅削减了这款头显的数字广告支出，迄今为止在美国和英国等市场的广告支出降幅超过 95%。 其实这不是Vision Pro第一次被传出即将停产的消息。早在2024年，Vision Pro出现口碑和销量大逆转后，根据36氪等多家媒体报道，The Information援引多位供应链人士消息称，Vision Pro有可能在11月份停止组装，后续将停产。但过去一年，苹果还对Vision Pro进行了升级。 销量难以挽回，几乎已经板上钉钉。根据IDC 预计，在 2025 年年底的销售旺季，Vision Pro新增出货量仅为4.5万台。 为什么Vision Pro会高开低走、到了可能停产的地步？ 过高的产品价格和与之并不匹配的性能体验是一大原因，而除此之外，一个更关键的因素是内容与应用的缺失，让那些愿意花大价钱来尝鲜的技术爱好者也渐渐失去兴趣。 从应用来看，自Vision Pro发布后，新增应用的速度非常缓慢，到后来几乎不见多少新应用。根据美国分析公司Appfigures的数据，Vision App Store在2024年9月份仅增加了10款新应用，远低于设备发布后的两个月内引入的数百款应用。同样地，在内容...