The Trump administration’s aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple’s supply chain revealed that the company recently completed the first phase of iPhone 17’s Engineering Validation Test (EVT). Although Apple has not yet confirmed any full-year shipment cuts, most suppliers remain conservative, with the most cautious estimates projecting a 10% year-over-year reduction.

Anticipation of tariff increases has prompted server players to actively build inventories with global server shipments projected to grow by 1.8% quarter-over-quarter in the second quarter of 2025.

Reuters reports that DeepSeek, a Chinese generative artificial intelligence firm previously embroiled in controversy over excessive personal data collection, has partially adopted South Korea’s regulatory recommendations. After a two-month suspension of new downloads, the company has reinstated its services, allowing South Korean users to once again access DeepSeek via app stores. Observers note that DeepSeek’s return poses competitive challenges to domestic firms as US tech giants intensify efforts to capture market share in South Korea.

4月29日，TCL科技(000100.SZ)披露2025年一季报。报告期内，公司实现营业收入401亿元，同比增长0.4%；归属于上市公司股东净利润10.1亿元，同比大增322%；经营现金流净额121亿元，同比大幅增长83%，财务健康度持续提升。