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三星发布新一代折叠屏智能手机,消费电子创新周期再度开启_我的网站

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一 |     每经编辑:彭水萍          今日盘中,电子板块震荡上行。    

Zhuhai city in South China's Guangdong Province Photos: VCG
    Zhuhai city in South China's Guangdong Province Photos: VCG
Speaking to the Global Times, Mexican poet Manuel Becerra said that he felt it was a form of poetic justice that a delivery rider had recently won one of China's highest literary awards.  
Becerra is one of the seven writers from six APEC member economies currently taking part in the "2026 Global Writers in Guangdong Program" held in South China's Guangdong Province.
Organized by the Guangdong Provincial Writers' Association (GPWA), the program is one of the literary events held during the 2026 APEC "China Year," Xiang Xin, head of the GPWA, told the Global Times. 
The program represents a two way engagement through which Chinese and foreign writers implement the Global Civilization Initiative with literature as the bridge. It is also an innovation-driven journey focused on literary creation, exploring open-ended narratives and internationally inflected expressions to write stories about Guangdong Province and China in general, Xiang said.
As the heartland of Lingnan culture, the birthplace of the Maritime Silk Road, and a pioneer of China's reform and opening-up, Guangdong is a rich literary treasure trove with vast potential for exploration, development, and creative transformation, Xiang said. 
From Tangjiawan ancient town to the Hong Kong-Zhuhai-Macao Bridge, the international writers are on an immersive two-month tour that will take them to Guangdong's Shenzhen, Zhongshan, Jiangmen and Guangzhou to explore local Lingnan culture and draw inspiration for their literary creations. Lion dances, Guangzhou embroidery, Cantonese Opera, and Canton porcelain are some of the most representative Lingnan cultural symbols. 
Drawing on their experiences from the tour, the seven writers will produce original literary works centered on the province, contributing to people-to-people exchanges during the APEC China Year and offering the world a richer, more multifaceted portrait of the province, according to GPWA.
A lion dance is performed at Tangjiawan ancient town in Guangdong Province.
    A lion dance is performed at Tangjiawan ancient town in Guangdong Province.
Like finding gold
Kicking off their tour in Shenzhen, the writers were amazed to learn about the city's transformation from a small fishing village into a modern international metropolis in just four decades. They were impressed by both the skyscrapers and the numerous delivery riders moving up and down the streets. 
The delivery rider Becerra mentioned is 56-year-old Wang Jibing, who is known affectionately as the "delivery poet" from East China's Jiangsu Province. Wang won the 9th Lu Xun Literature Prize for his poetry collection Dichu Feixing (Low Flight) in July.
Becerra noted that immigrants from other provinces have been instrumental in shaping Shenzhen's unique identity. 
"Shenzhen is a city shaped by immigrants, and I believe that migration enriches a country's culture. It creates an invaluable exchange of knowledge and personal experiences. We can look at border literature and countries where these phenomena take place. The most interesting books often come from immigrant communities," he said. 
The Mexican poet said that walking through the streets of Shenzhen is like finding gold. "For writers, it is essential to remain attentive to 'certain signs' that emerge in ordinary life and to unexpected situations. As reality is filled with these 'certain signs,' it is necessary to cultivate an 'education of the gaze.'" 
Peruvian poet Gian Pierre Codarlupo struck a similar tone. 
"I hope to discover small stories, those of ordinary people, and to see the landscapes, to immerse myself in them. I'm interested in contemporary Chinese poetry, in addition to classical poetry. I would be delighted if this journey opened doors for future collaborations," Codarlupo told the Global Times. 
The writers got an artistic view of Lingnan culture through artworks by local painters Su Hua and Lin Yong at the He Xiangning Art Museum in Shenzhen. The two are an iconic artist couple in contemporary Lingnan painting.
Becerra said what caught his attention, beyond their obvious artistic skill, was a sense of uniqueness, something new.
"I write about everything I can observe, experience and feel. Now I'm living in a country unlike any I have known before - one that, in fact, remains little explored first-hand by many people from other countries. I have stood before streets, buildings, museums, everyday scenes and events that have moved me almost to tears. As the painter Lin Yong once said, 'Here, I have cried and I have laughed,'" said Becerra. 
Creative overflow
Peruvian poet Codarlupo said that his experience in Guangdong is already influencing his work and he wants to be a bridge between China and Latin America. 
"I have been writing poems about what I have been able to observe. So far, I have completed four articles on Lin Yong, Su Hua and the Lingnan culture. All the landscapes I have seen will appear in my work. I am overflowing with creative inspiration," he noted. 
Both writers expressed a desire to translate Chinese poetry, helping bring the voices of contemporary Chinese poets to Western readers.
"I hope that people from abroad can approach Lingnan culture through poetry and art, and that they will not see Shenzhen merely as a technological city, but go beyond that," said the Peruvian writer. 
Taking Mexican author Octavio Paz, who won the 1990 Nobel Prize in Literature, as an example, Becerra said that cultural exchange can inspire profound literary creation.
Thanks to his stay in India, Octavio Paz wrote one of the most fascinating Spanish works: The Monkey Grammarian. That was made possible through cultural exchange, he said. 
"What I have experienced has naturally had an impact on me as a poet. If something transforms an individual, there is also the possibility that it will, as a consequence, transform their society. I hope people can see Guangdong that I experienced, as if it were a film whose full appreciation requires the use of all five senses," Becerra said.

二 | 截至7月23日9时55分,电子50ETF(515320)上涨1.45%,基金今年累计涨幅达39.39%,表现亮眼;成分股方面,工业富联上涨5.49%,传音控股上涨4.7%,立讯精密上涨1.25%,京东方A上涨0.83%。         三星周三发布了最新一代折叠屏智能手机,并上调两款升级版折叠手机的售价。三星表示,该机采用4:3屏幕比例,旨在为观看视频等内容提供更好的显示体验。处理器方面,Fold8和Fold8 Ultra均采用高通最新处理器,即Snapdragon 8 Elite Gen;Flip8则根据不同市场,搭载高通芯片或三星自研的Exynos芯片。此外,Ultra配备更先进的三摄系统,并拥有更大的电池容量。

三 | 涨价基本符合市场预期,主要原因是零部件成本上升,尤其是存储芯片价格。受人工智能行业需求旺盛以及供应紧张影响,存储芯片价格大幅上涨。         同时,多家媒体此前报道称,苹果预计将在今年推出首款折叠屏iPhone。这将进一步加剧竞争,而自2019年推出首款折叠屏手机以来,三星一直主导着这一市场。CCS Insight首席分析师兼首席营销官本·伍德表示:“2026年对于折叠屏手机而言将是极其重要的一年,因为苹果几乎确定将在今年晚些时候推出折叠屏iPhone。”          相关研究机构表示,电子行业维持"增持"评级,重点关注AI硬件、存储产业链和MLCC产业链三大方向。AI硬件领域受益于技术迭代需求,存储产业链有望迎来行业复苏,MLCC产业链则受益于下游应用拓展。

四 | 这些领域均具备明确的产业逻辑和发展前景,值得投资者关注。(风险提示:以上信息仅供参考,不构成投资建议。入市有风险,投资需谨慎。

五 | )          每日经济新闻。

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