1.整体业绩：博通 (AVGO.O) 本季度实现 193 亿美元，同比增长 29%，符合市场预期（192 亿美元）。环比增长 13 亿美元，主要来自于 AI 业务增长的带动。公司本季度毛利率 68.1%，而在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为 75.8%，环比略有下滑（-0.8pct），主要是因为定制 ASIC 业务毛利率相对偏低，而随着占比提升带来了结构性影响。
CategoryiPhone 17EiPhone AiriPhone 17iPhone 17 ProiPhone 17 Pro MaxOperating systemiOS 26iOS 26iOS 26iOS 26iOS 26Apple Intelligence supportYesYesYesYesYesDisplay6.1-inch (2532 x 1170-pixel) OLED6.5-inch (2736 x 1260) OLED6.3-inch (2622 x 1206) OLED6.3-inch (2622 x 1206) OLED6.9-inch (2868 x 1320) OLEDDisplay refresh rate60Hz120Hz120Hz120Hz120HzPeak brightness1,200 nits3,000 nits3,000 nits3,000 nits3,000 nitsMinimum brightnessN/A1 nit1 nit1 nit1 nitAlways-On displayNoYesYesYesYesGlass displayCeramic Shield 2Ceramic Shield 2Ceramic Shield 2Ceramic Shield 2Ceramic Shield 2BuildAluminum frameCeramic Shield back, titanium frameAluminum frameCeramic Shield back, aluminum unibodyCeramic Shield back, aluminum unibodyDimensions146.7mm x 71.5mm x 7.8mm156.2mm x 74.7mm x 5.64mm149.6mm x 71.5mm x 7.95mm150.0mm x 71.9mm x 8.75mm163.4mm x 78.0mm x 8.75mmWeight5.96 ounces (169 grams)5.82 ounces (165 grams)6.24 ounces (177 grams)7.27 ounces (206 grams)8.22 ounces (233 grams)Battery capacityUp to 26 hours video playbackUp to 27 hours of video playbackUp to 30 hours of video playbackUp to 33 hours of video playbackUp to 39 hours of video playbackWireless chargingYes, MagSafe / Qi2 (up to 15W)Yes, MagSafe / Qi2 (up to 20W)Yes, MagSafe / Qi2 (up to 25W)Yes, MagSafe / Qi2 (up to 25W)Yes, MagSafe / Qi2 (up to 25W)Fast charge-capableYes; up to 50 percent in 30 minutesYes; up to 50 percent in 30 minutesYes; up to 50 percent in 20 minutesYes; up to 50 percent in 20 minutesYes; up to 50 percent in 20 minutesProcessorA19 A19 ProA19A19 ProA19 ProProcessor cores6-core CPU / 4-core GPU / 16-core neural engine6-core CPU / 5-core GPU / 16-core neural engine6-core CPU / 5-core GPU / 16-core neural engine6-core CPU / 6-core GPU / 16-core neural engine6-core CPU / 6-core GPU / 16-core neural engineRAMNot sharedNot sharedNot sharedNot sharedNot sharedStorage256GB, 512GB256GB, 512GB, 1TB256GB, 512GB256GB, 512GB, 1TB256GB, 512GB, 1TB, 2TBPortsUSB-C charging and data portUSB-C charging and data portUSB-C charging and data portUSB-C charging and data portUSB-C charging and data portUSB speedsUSB 2 USB 2 USB 2 USB 3 USB 3 Rear cameras48-megapixel (f/1.6) main48-megapixel (f/1.6) main48-megapixel (f/1.6) main, 48-megapixel (f/2.2) ultrawide48-megapixel main, 48-megapixel ultrawide, 48-megapixel telephoto48-megapixel main, 48-megapixel ultrawide, 48-megapixel telephotoHighest optical magnification2x2x2x8x8xMacro modeNoNoYesYesYesFront camera12MP18MP18MP18MP18MPVideo recordingUp to 4K at 60fpsUp to 4K at 60fpsUp to 4K at 60fpsUp to 4K at 120fps (ProRes with external recording)Up to 4K at 120fps (ProRes with external recording)BiometricsFace IDFace IDFace IDFace IDFace IDSIM supportDual eSIM (no physical SIM)Dual eSIM (no physical SIM)Dual eSIM (no physical SIM)Dual eSIM (no physical SIM)Dual eSIM (no physical SIM)Action ButtonYesYesYesYesYesCamera Control buttonNoYesYesYesYesDynamic IslandNoYesYesYesYesWi-FiWi-Fi 6Wi-Fi 7Wi-Fi 7Wi-Fi 7Wi-Fi 7Bluetooth version5.36.06.06.06.0Satellite SOS featureYesYesYesYesYesMessages via satelliteYesYesYesYesYesCrash DetectionYesYesYesYesYesApple PayYesYesYesYesYesIP ratingIP68IP68IP68IP68IP68Starting price$599$999$799$1,099$1,199AvailabilityMarch 11thAlready availableAlready availableAlready availableAlready availableColorsBlack, pink, whiteSky blue, light gold, cloud white, space blackLavender, sage, mist blue, white, blackCosmic orange, deep blue, silverCosmic orange, deep blue, silver
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除了云转型的落地，AI成了金蝶讲给资本市场的第二个核心故事。2025年3月，在2024年业绩说明会上，徐少春对外宣布，“金蝶云转型已经成功，下一个核心目标是AI转型”。
2021年三季度到2025年三季度，宝钢股份、包钢股份的营收年复合增速均为个位数负值，净利润增速更是大幅下滑（宝钢-22%，包钢-50%），包钢还出现过两年亏损。
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