Apple plans a retail store reset for Nov. 6, indicating potential new Mac release timing. More in…
Apple plans a retail store reset for Nov. 6, indicating potential new Mac release timing. More in Power On: https://t.co/imlJIzWeaS
#通信与消费电子硬件
X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
X·财经博主AI 评分2121 X·财经博主AI 评分2121 Apple’s iPhone Duo preorders were an absolute disaster. That may help the iPhone 18 Pro. More in…
Apple’s iPhone Duo preorders were an absolute disaster. That may help the iPhone 18 Pro. More in Power On: https://t.co/qX4Wp8R6sc
X·grokAI 评分1515 我联系过的零售店仍在核对：下周五预计收到多少机，以及多少已分配给预购。因此对非预购顾客库存做任何裁定都为时过早。
我联系过的零售店仍在核对：下周五预计收到多少机，以及多少已分配给预购。因此对非预购顾客库存做任何裁定都为时过早。 https://t.co/yMxrCJ2R7L 【被引推文】苹果零售门店尚未收到任何此类沟通。或许个别门店经理跟员工说过，但迄今没有统一传达。我不是说以后不会发生，而是目前还没有。 https://t.co/yp7kPJr88j 原文： Retail stores I've talked to are still sorting through the number of units they are expecting to receive by next Friday ve
X·科技公司AI 评分4242 西南航空将把 Starlink 扩展至全机队
西南航空宣布将于 fall 2027 前把 Starlink 扩展至全机队，预计成为首家完成全机队 Starlink 部署的美国大型航空公司。
X·财经博主AI 评分1818 Apple very clearly launched the iPhone Duo prematurely based on the supply available just to get it…
Apple very clearly launched the iPhone Duo prematurely based on the supply available just to get it to market earlier. I believe they knew they wouldn’t have a reasonable amount of supply until November at the earliest.
X·财经博主AI 评分1515 2026.42: Home At Last
2026.42: Home At Last The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards. https://t.co/FeJjlxhHl6
X·财经博主AI 评分33 The good news is if you get your iPhone Duo in January you're already 25% of the way to your iPhone…
The good news is if you get your iPhone Duo in January you're already 25% of the way to your iPhone Duo 2. Ugh.
X·财经博主AI 评分33 There are going to be stores that have more demo units than units for sale on day one.
There are going to be stores that have more demo units than units for sale on day one. 引用 @markgurman：All of us at 5:02 AM this morning. https://t.co/9K9sO89fPn
X·财经博主AI 评分88 So weird that the signup flow for Apple Intelligence includes the line “Better for you if you turn…
So weird that the signup flow for Apple Intelligence includes the line “Better for you if you turn me off.” Probably nothing, pizza bagels it is! https://t.co/Sy4eYlUJr2
X·财经博主AI 评分5858 苹果称 iPhone Duo 需求强劲，将继续接受线上订单并安排门店体验
苹果表示，iPhone Duo 需求“非常强劲”，公司正努力尽快将这款首款折叠屏 iPhone 交到顾客手中，并将继续接受线上订单。苹果还称，全球 Apple Store 将迎接顾客到店体验 iPhone Duo 和完整 iPhone 产品线。
X·财经博主AI 评分22 Oct. 23 iPhone Duo availability
Oct. 23 iPhone Duo availability 引用 @BusinessInsider：10 things that lasted longer than Katie Zacharia’s time as White House press secretary https://t.co/msVUle0p8U
X·财经博主AI 评分2929 YouTube:
YouTube: https://t.co/zcEOSWQgFu 引用 @markgurman：NEW: Episode 3 of the Power On podcast is out! We break down Apple’s smart home launch, go hands-on with the HomeView, and debate the new Apple TV & HomePod mini. Plus, exclusive details on Apple’s upcoming touchscreen Mac launch, OLED iPad mini and m
X·财经博主AI 评分3131 I mentioned in this episode that Apple retail stores are holding product resets for November 6, a…
I mentioned in this episode that Apple retail stores are holding product resets for November 6, a week after the new Mac and iPad mini introduction. 引用 @markgurman：NEW: Episode 3 of the Power On podcast is out! We break down Apple’s smart home launch, go hands-on with the HomeView, and debate the n
X·财经博主AI 评分2929 Oct. 23 - iPhone Duo
Oct. 23 - iPhone Duo Oct. 30 - HomePod mini 2 Nov. 6 - Mac and/or iPad mini Nov. 13 - HomeView + Apple TV 4K 引用 @markgurman：I mentioned in this episode that Apple retail stores are holding product resets for November 6, a week after the new Mac and iPad mini introduction.
X·财经博主AI 评分5050 苹果邀请媒体参加10月28日洛杉矶产品发布体验，涉及触屏 MacBook、iPad mini 和 M6 Mac
苹果正在邀请部分媒体参加10月28日在洛杉矶举行的全天产品发布体验，内容涉及触屏 MacBook、iPad mini 和 M6 Mac。引用内容称，苹果的第二场活动将在27日举行，涉及首款触屏 MacBook、OLED iPad mini、M6 14英寸 MacBook Pro 和 iMac。
X·科技公司AI 评分1616 Starlink brings Internet access to remote places
Starlink brings Internet access to remote places 引用 @cb_doge：BREAKING: Vietnam’s Hai Phong government partners with Starlink to bring FREE internet to remote islands. The pilot includes 10 Starlink terminals, with FPT handling deployment and technical support: 6 in Cat Hai and 4 in Bach Long Vi.
X·财经博主AI 评分66 10-13-2026 ($)
10-13-2026 ($) •SpaceX Buys More Spectrum •Musk and Market Structure •Distributed Cellular https://t.co/JfXQgFM2Tu
X·财经博主AI 评分4444 苹果推出新款 Apple TV 4K，价格上调至 299 美元
苹果推出新款 Apple TV 4K，售价上调至 299 美元。新品搭载 A19 芯片，支持 Siri AI，并在机身内置麦克风，可不使用遥控器进行语音控制；新遥控器配有扬声器，可用于“查找”。
X·财经博主AI 评分2727 Apple is also officially launching a suite of co-developed home accessories with LG, including a…
Apple is also officially launching a suite of co-developed home accessories with LG, including a doorbell, deadbolt lock and thermostat. There are also accessories made with Schneider Electric. These won’t launch until end of year. https://t.co/V06UQRQYKy
X·财经博主AI 评分3030 The HomeView, new Apple TV and HomePod mini are up for pre-order today. The HomeView won’t go on…
The HomeView, new Apple TV and HomePod mini are up for pre-order today. The HomeView won’t go on sale until Nov. 13. The HomePod is available Oct. 30. The Apple TV - after a late change - is also not coming til Nov. 13. 引用 @markgurman：Official: Apple announces the $299 HomeView, a smart display for
X·宏观AI 评分2222 高通CEO: “什么是AI手机？当OPENCLAW面世时，AI手机的未来就清晰了”
高通CEO: “什么是AI手机？当OPENCLAW面世时，AI手机的未来就清晰了” 💯💯💯 引用 @TJ_Research：以前我们买手机看哪家的照相功能好，未来我们买手机看哪家的端侧AI强
X·财经博主AI 评分1313 NEW: Apple’s HomeView smart home display isn’t expected to ship until around mid-November. The new…
NEW: Apple’s HomeView smart home display isn’t expected to ship until around mid-November. The new Apple TV and HomePod mini are on track to arrive Oct. 30, with preorders opening this coming week. https://t.co/QsBFqwqPn9
X·财经博主AI 评分4040 苹果测试新款 Apple TV 的两项功能：机身内置麦克风与带扬声器的遥控器
苹果测试了新款 Apple TV 的两项功能：机顶盒内置麦克风，可不使用遥控器通过免提方式调用 Siri AI；另一项是配备扬声器、可用于 Find My 的更新款遥控器。
X·财经博主AI 评分5454 苹果新款家用设备芯片信息：HomeView搭载标准版A18，Apple TV搭载标准版A19
Mark Gurman称，苹果新款家用设备中，HomeView搭载标准版A18，Apple TV搭载标准版A19，较A15升级；HomePod mini搭载S10，较S5升级。https://t.co/j3v6aejAUU
X·财经博主AI 评分1515 Apple’s new HomeView smart home hub won’t have an App Store. It will run a limited set of Apple…
Apple’s new HomeView smart home hub won’t have an App Store. It will run a limited set of Apple apps, with Siri and connected accessories at the center of the experience — not third-party apps. More in Power On: https://t.co/8X27fWDnDC
X·财经博主AI 评分1111 Why HomeView, not HomePad? Apple wants you to look at the display and control it primarily with…
Why HomeView, not HomePad? Apple wants you to look at the display and control it primarily with your voice. It supports touch, but “Pad” would suggest an iPad-like experience. That isn’t the point of the product. More in Power On: https://t.co/aDSPhr8Hfw
X·财经博主AI 评分1111 Apple’s Fifth Avenue store is expected to have more than 150 iPhone Duo demo units for the Oct. 23…
Apple’s Fifth Avenue store is expected to have more than 150 iPhone Duo demo units for the Oct. 23 launch. Apple Park Visitor Center will have nearly 100. There’s also a new fixture showing the phone opening and closing. More in Power On: https://t.co/6sXXfnRz5S
X·财经博主AI 评分1313 2026.41: It’s Not You, It’s Me
2026.41: It’s Not You, It’s Me The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics. https://t.co/nbkVuIAdgG
X·财经博主AI 评分5050 英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产推动 Wistron 营收创新高
英伟达 Vera Rubin 服务器启动生产，Blackwell GB300 和 B300 服务器量产，推动 AI 服务器厂商 Wistron 营收创纪录新高。AMD CEO Lisa Su 近期访问 Wistron 位于 Zhubei 的新厂 A1，显示 Helios 服务器业务延续强势。
X·财经博主AI 评分88 Fun little touch for the iPhone Duo launch: Apple retail stores will have a system to customize the…
Fun little touch for the iPhone Duo launch: Apple retail stores will have a system to customize the boot of the device with the buyer's name so it says "Hello, Mark" (for example) when it turns on for the first time. (US only, Duo only, English and Spanish).
X·宏观同新闻AI 评分7777 Lumentum光学组件订单排至2029年初，六个月前称有望在2028年前售罄产能
Lumentum首席执行官迈克尔·赫尔斯顿在东京接受采访时表示，公司光学组件几乎售罄，订单排到2029年初。六个月前，赫尔斯顿曾表示Lumentum有望在2028年前售罄产能。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
X·财经博主同新闻AI 评分7474 Lumentum CEO称公司订单已排至近2029年，超大规模云厂商需求可见度延伸至2030或2031年
Lumentum CEO在彭博表示，公司已基本售罄至近2029年；其称，从公司角度看，目前已完全售罄且看不到需求终点。CEO还表示，来自超大规模云厂商的需求可见度延伸至2030或2031年。
同一新闻，精选展示《据报道，Lumentum称光器件产能已售至2029年初》
X·科技公司AI 评分1414 🇮🇳 Starlink will help the least-served in India 🇮🇳
🇮🇳 Starlink will help the least-served in India 🇮🇳 引用 @nitinmeshram_：. @Starlink is essential for India, and I hope it will be deployed soon. Its ability to connect directly to devices through satellites could fundamentally expand how internet connectivity is delivered. Also, we need many opt
X·财经博主AI 评分1212 Episode 2 of the Power On podcast is out! I dig into John Ternus’s first month as CEO, why layoffs…
Episode 2 of the Power On podcast is out! I dig into John Ternus’s first month as CEO, why layoffs are possible, his focus on design, and Tim Cook still being very much involved. Plus, Meta’s new VR headset shows what Apple’s Vision Pro should have been. https://t.co/isoSPf5C75
X·财经博主AI 评分4040 苹果宣布 10 月 13 日在纽约举办智能家居产品发布会
苹果已向受邀者发出邀请，定于 10 月 13 日在纽约举办主题为“Welcome home”的产品发布会，推出智能家居产品。
X·财经博主AI 评分66 - Welcome home = obvious smart home reference.
- Welcome home = obvious smart home reference. - The Apple logo was created with threads of yarn/fabric = Thread, the smart home protocol linking everything together 引用 @markgurman：.@chriswelch will be on scene https://t.co/SN53KJ52Tu
X·财经博主AI 评分6868 TSMC前九个月营收同比增长41.1%至NT$3.90万亿
TSMC前九个月营收同比增长41.1%至NT$3.90万亿。台湾交易所要求企业提交月营收报表；文中美元金额按TSMC第三季度汇率指引US$1 = NT$32.0计算。
X·科技公司AI 评分2323 🇧🇩 Starlink Mobile now available in Bangladesh! 🇧🇩
🇧🇩 Starlink Mobile now available in Bangladesh! 🇧🇩 引用 @Starlink：Starlink Mobile is now available in Bangladesh with @banglalinkmela. Millions of customers can now message over apps, share location and stay connected on compatible phones in cellular dead zones 🛰️📱 https://t.co/svpmmFtDeU
X·科技公司AI 评分1717 Join us at 10 a.m. PT today for the latest on Windows and Microsoft Surface.
Join us at 10 a.m. PT today for the latest on Windows and Microsoft Surface. https://t.co/ZwmGX2p12t
X·科技公司AI 评分1616 Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic…
Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are … This is a crime against the people of India! 引用 @cb_doge：India needs @Starlink 🇮🇳 • 11,256 of India’s listed villages still lacked 4G cov