¹ú»õÖ®¹âÆì½¢¾ªÑÞÆØ¹â Æ»¹û»ú»ÊÏְײ˼۹û·ÛÉËÐIJ»ÒÑ£¡ Ö½½¬£º¶ÌÆÚ·ºÆðµ×²¿Ö§³Ö STRCÖØÐ½ç˵±ÈÌØ±ÒͶ×Ê StrategyÓ­À´ÁË¡°iPhoneʱ¿Ì¡±£¿ ¿ìÊÖ 2025 Äê Q2 ÓªÊÕ 350.5 ÒÚÔª£¬µ÷½âºó¾»ÀûÈ󡢯½¾ùÈÕ»îÔ¾Óû§¾ù´´ÀúÊ·ÐÂ¸ß ÖÐ̩Ҳû·¢ÄêÖÕ½±£¿ ¸Û¹ÉºãÉú¿Æ¼¼Ö¸ÊýÕdz¬2% °ëµ¼Ìåì­Éý »ªºç°ëµ¼ÌåÕdz¬14% ¹ú½ð֤ȯÉϵ÷ÈÚ×ʰü¹Ü½ð±ÈÀýÖÁ100% ½ðÁ¦Ì©ÏÝÈë×ʽðÕ¼ÓÃÕùÒ飬ÊÜËðͶ×ÊÕßÔõÑùÍìË𣿠ȫÇòծȯÅ×ÊÛ³±ÓúÑÝÓúÁÒ£¬30ÄêÆÚÃÀÕ®ÊÕÒæÂÊÍ»ÆÆ5%£¬Ó¢¹ú¡¢ÈÕ±¾ÊÕÒæÂʼÌÐøÅÊÉý ×ÚÇìºóίÍÐ×Úð¥ÀòÉèÁ¢3¸ö¾³ÍâÐÅÍУ¬×¨¼Ò£º×Úð¥ÀòÉÐδ×îÖÕ°ÜËß »ªÎªÆô¶¯ºèÃÉÓ¦Óÿª·¢Õß¼¤ÀøÍýÏë2025£º12ÔÂ31ÈÕǰÉϼÜ×î¸ß¿É»ñÏÖ½ð½±Àø ÒÉËÆ»ÆÑàÃú±ÕÃÅ¿´·¨Á÷³ö£ºÒøÐп¿½üβÉù£¬Á¢ÒìÒ©»òÏñÒÑÍù10ÄêÐÂÄÜÔ´ ׿´´×ÊѶ£ºÃÀ¶¹ÐèÇó¶ËÓ­À´Àû¶à º£ÄÚ¶¹ÆÉÐèÇó²»¼Ñ ÔÚ·ÇÖÞÍÚ¿ó£¬Ê×ÏÈÒª½â¾öµçÁ¦ÎÊÌâ Ô­´´ ¶¦Òæ·á¿Ø¹ÉÖÐÎĹɷݼò³Æ½«¸ü¸ÄΪ¡°¼ÎÎÄÊÀ¼ÍͶ×ʹ«Ë¾¡± ½Ú¿¨¹É·Ý±»×÷·ÏÉóÒéÃÔÎí£ºIPOÏòµ¼Ç°±ä»»ÊÕÈëÈ·ÈÏÒªÁì Ñз¢ÕÕ¾ÉÓªÏúÇý¶¯£¿ ¡¾ÒøºÓÐÞ½¨ÁúÌì¹â¡¿¹«Ë¾µãÆÀØ­ÉϺ£½¨¿Æ £ºÓªÊÕÎȽ¡ÌáÉý£¬¼ì²âÓªÒµÉú³¤Ç±Á¦´ó ÃÀÔª³ÐѹÊÜÃÀÁª´¢×ÔÁ¦ÐÔµ£ÐÄÍÏÀÛ£¬USD/JPY»ØÂäÖÁ147.20 лª°ü¹ÜÑîÓñ³ÉµÄÐÂÈËÉ裺×î¶®¹ÉÊеÄÏÕÆó¶­Ê³¤ ¾¢¼Î¹É·Ý£ºÉϰëÄê¹éĸ¾»ÀûÈó1.22ÒÚÔª£¬Í¬±ÈϽµ32.54% ÁÙÏÄÖݶàÏò·¢Á¦ÆÌ¾Í¸ßУ½áÒµÉú¾Íҵ· ÃÀÍõ·¨¹Ù½ÐÍ£ÌØÀÊÆÕµÄ¿ìËÙÇýÖðÕþ²ß ±ÈÑǵϣº1-7ÔÂÐÂÄÜÔ´Æû³µÏúÁ¿Í¬±ÈÔöÌí27.35% ³¤½­ÓÐÉ«£º8ÈÕÂÁ¼Ûϵø ³É½»ÊпöµÍÃÔ À´×Ôɽ¶«£ºPD-1/VEGFË«¿¹£¬Äâ±»ÄÉÈëÍ»ÆÆÐÔÁÆ·¨ ¹óÖÝÒøÐУÇå¾²øÊý×ÖתÐÍ ¿ªÆô½ðÈÚÁ¢Òì֮Êרҵ¶Ô¿Ú£¡ÌØÀÊÆÕÒª¡°¾ÈÃÀ¹úÂ¥ÊС± ÖÐÌì»ð¼ý£¨003009£©£ºÖбêºþ±±Ê¡ÆøÏ󹤳ÌÊÖÒÕÖÐÐÄ£¨»ªÖÐÇøÓòÈ˹¤Ó°ÏìÌìÆøÊÖÒÕÖÐÐÄ£©²É¹ºÏîÄ¿£¬Öбê½ð¶îΪ1716.80ÍòÔª ÖÐÐÅ֤ȯ´ó×ÚÉúÒâ³É½»275.63ÍòÔª Ó¢¹úµÚ¶þ¼¾¶È¾­¼ÃÔöËÙ¿ìÓÚÔ¤ÆÚ ̧¸ßÓ¢¹úÑëÐнøÒ»²½½µÏ¢Ãż÷ Õþ²ßÓëÊг¡Æë·¢Á¦ 2025Äê²¢¹ºÖØ×é·ºÆðËÄ´óÐÂÌØÕ÷ ºÎСÅô£ºÈôÊÇÄãÏ뺦һ¸ö¸çÃǶù£¬¾ÍȰËûÈ¥Ôì³µ ¹ÙÐû£¡Öнð¹«Ë¾£¬ÐÂ×ܲö¨ÁË ÍØË¹´ï£ºÉϰëÄê¾»ÀûÈóͬ±ÈϽµ19.75% СÃ×YU7¡°·âÉñ¡± ¹ú²úÐÂÄÜÔ´Æû³µ¡°ÐÂÍõ»»¾ÉÍõ¡± ÃÀ¹ú±ß½®º½¿ÕÔçÅÌ´óÕÇ19.6%£¬´Ëǰ»ñµÂÒøÉϵ÷ÆÀ¼¶ Âü¿¨Áú£º½ð¼Ûϵø¶Ô¹«Ë¾Ó°Ïì½ÏС ¡¾ÒøºÓÓÐÉ«»ªÁ¢¡¿¹«Ë¾µãÆÀØ­ÑÅ»¯¼¯ÍÅ £ºï®¼ÛµÍÃÔÍÏÀÛÒµ¼¨£¬Ãñ±¬ÓªÒµÏÖÐÂÔöÌíµã Æ»¹ûiPad³Æ°ÔQ2È«Çòƽ°åÊг¡£º³ö»õÁ¿1410Íǫ̀ ÊÐÕ¼ÂÊ36.1% ×ÆË¸ÈâÒµÉϰëÄê¹éĸ¾»ÀûÈó1.76ÒÚÔª ͬ±ÈϽµ30.5% ΰ¡¹É·Ý£ºÏÖÔÚ¹«Ë¾×¢²á×ÊÔ´ÇëÒÔ¹«Ë¾2025Äê8ÔÂ19ÈÕÅû¶µÄ¡¶£¼¹«Ë¾Õ³̣¾ÐÞÕý°¸¡·Îª×¼ ½µÏ¢·ç±©ÖеİÄԪͻΧս£ºÃÀÁª´¢½µÏ¢Ô¤ÆÚÒý±¬0.6500Òªº¦Õ½Õù ¶íÂÞ˹³ÆÆÕ¾©ÓëÌØÀÊÆÕÍýÏë¾ÙÐлáÎî ÃÀ¹úÁ¦´ÙÈÃÔóÁ¬Ë¹»ù¼ÓÈë ÈýÄêÉîÌ×ÒõÓ°ÄÑÏû£¬»ù½ðÒµ¼¨»ØÅ¯ÄÑ×è¡°½âÌ×¼´Êꡱ Î÷²ØÒ©Òµ2025ÄêÉϰëÄê¾»ÀûÈóͬ±ÈϽµ8.96% ×Ͻð²ÆÏÕ×÷·Ï¼àÊ»ᡢ¶­¼à¸ß¾þÏ´ÅÆ£¡¾»Àû·­±¶³Ð±£¶ËÁ¬Äê¿÷Ëð ¶«Îâ֤ȯ£º2025ÄêÉϰëÄê¾»ÀûÈóͬ±ÈÔöÌí65.76% ÔÚ°¶ÈËÃñ±Ò¶ÒÃÀÔª½ÏÉÏÖÜÎåÒ¹ÅÌÊÕÅ̵ø82¸ö»ùµã ÁÖÔ°£ºÏÖÔÚÊг¡ÏµÍ³ÐÔΣº¦¿É¿Ø£¬µ«ÐèÒªÒ»¸öºäºäÁÒÁҵĴóÅ£ÊÐ ÔóÁ¬Ë¹»ù£ºÈðÊ¿¡¢°ÂµØÀûºÍÍÁ¶úÆäÊÇ¿ÉÄܵÄÇ徲̸ÅÐËùÔÚ