Hyper converged infrastructure (HCI) refers to the systems that offer the convergence of storage and compute functionalities in a single highly virtualized server-based solution. HCI can be deployed faster than traditional data center systems, and it eliminates the need for multiple experts to manage different data center components. One of the biggest advantages of HCI is that it can work with commodity hardware. Hypervisors are among the key components of an HCI solution. Furthermore, the major demand in the market is derived from sectors such as financial services, healthcare, education, government, and others.

A hybrid personal computer (PC) is a versatile computing device that combines the features of a traditional laptop and a tablet. It typically features a detachable or convertible design, allowing users to switch between laptop and tablet modes, providing flexibility for different tasks. Hybrid PCs are equipped with touchscreens, high-performance processors, and long battery life, making them ideal for both professional and personal use, offering portability and functionality in one device.

Wireless Fidelity (Wi-Fi) router is a hardware device that facilitates the transfer of data packets between computer networks and provides internet connection to Wi-Fi-enabled devices, such as laptops, smartphones, tablets, personal computers (PCs), and smart appliances and devices, through a wireless access point. Wi-Fi router requires an internet service provider cable connection or telecom network chip to provide an internet connection.

8 月半导体行业表现相对较强。2025 年 8 月国内半导体行业（中 信）上涨 23.84%，同期沪深 300 上涨 10.33%，其中集成电路上 涨 31.47%，分立器件上涨 16.29%，半导体材料上涨 15.24%，半导体设备上涨 13.67%；半导体行业（中信）年初至今上涨 36.16%。2025 年 8 月费城半导体指数上涨 1.09%，同期纳斯达克 100 上涨 0.85%，费城半导体指数年初至今上涨 13.84%。

A gaming console is a dedicated computer designed for interactive video games and viewing services. A video game console works like a PC and consists of the same components, such as CPU, GPU, and RAM. Consumers use controllers to play games. A controller is a handheld device with buttons, joysticks, or keyboards.

A fundus camera is a specialized diagnostic device used in ophthalmology to capture detailed images of the retina, optic disc, and posterior segment of the eye. Combining low-power microscopy with a high-resolution camera aids in detecting, diagnosing, and monitoring various eye conditions, such as diabetic retinopathy, glaucoma, and macular degeneration. With advanced features such as wide-field imaging, fluorescein angiography, and true-color imaging, fundus cameras are essential for precise ocular assessments, documentation, and treatment planning in both clinical and research settings.

2025 年 7 月我国 PCB 产业出口规模环比延续增长，7 月出口额再创 2024 年以来月度新高。受益于 AI 算力产业链加速建设，印制电路板行业持续保持高景气发展态势，2025 年 7 月我国 PCB 出口额为 171.03 亿元，环比增长 10%，同比增长 34%，再度刷新 2024 年以来月度新高。展望后市，AI 算力建设持续推进，机器人、汽车电子等新兴领域快速发展，PCB 需求有望维持高景气。

“十四五”期间：电子产业是中国经济高质量发展的重要引擎：“十四五” 期间，中国电子信息制造业规模持续扩大、创新能力显著增强、产业结构不断 优化，成为推动经济高质量发展的关键动力，并在全球产业链中占据更加重要的地位。同时，电子信息产业深度赋能传统产业，加速推动传统产业数字化、智能化转型，显著提升全要素生产率，成为“十四五”期间中国经济转型的重要推手。2021 至 2024 年，中国规模以上电子信息制造业工业增加值增速分别为 15.70%、7.60%、3.40%和 11.80%，较同期中国规模以上工业增加值增速分别变化 6.1pct、4pct、-1.2pct 和 6pct，成功推动“十四五”期间中国经济高质量发展。

形态创新与生产力升级相结合，成为折叠屏演进新方向。华为 Mate XTs 通过“三折形态”与“PC 级多窗交互”及“PC 级应用生态”深度融合，旨在将产品定位从差异化形态迭代为可替代部分轻薄本及平板设备的移动创作工具。相较于目前主流双折方案（如三星 Galaxy Fold 系列、vivo/OPPO/荣耀等品牌产品），三折结构在铰链精度、整机重量分布、续航能力及散热设计等方面提出更高要求，但同时也带来接近 10 英寸平板级的屏幕体验与多任务操作效率。若华为能够较好实现耐用性、便携性与续航之间的平衡，该产品有望重塑高端折叠屏的价值基准，并推动行业围绕“移动办公”场景加速应用生态适配。

iPhone 17Pro：主要亮点为外观大改、散热升级、长焦升级。1）背面外观大改，全新拉丝铝制一体成型设计，后盖采用超瓷晶玻璃；2）搭配全新 VC 散热，散热性能比前代钛提升 20 倍，激光焊接到坚固、轻便且导热的一体式铝制机身；3）三颗 48MP 后摄，长焦镜头升至 48MP，支持 4/8 倍变焦，前代最高 5 倍。最低 256GB，Pro/PM 售价$1099/1199 起，价格不变。