今日主播王一伊：
全球最大存储芯片制造商三星电子将于7月8日公布今年第二季度初步业绩。由于该公司在供应先进存储芯片方面存在延迟，其第二季度营业利润同比或大幅下滑39%。该公司4月至6月的营业利润预计为6.3万亿韩元（约合46.2亿美元），创六个季度新低并连续第四个季度下滑。
这一疲软表现加剧了投资者对三星在人工智能芯片领域竞争力的担忧，其用于AI数据中心的高带宽内存（HBM）芯片研发进度已落后于主要竞争对手。
在智能手机业务方面，尽管面临美国潜在关税威胁，三星凭借库存需求维持了相对稳健的销量。不过其芯片、手机、家电等核心业务仍面临多重贸易政策不确定性：包括本届美国政府对非美产智能手机征收25%关税的计划，以及7月9日是美国对有关贸易伙伴暂缓执行关税措施的最后期限。
三星今年股价累计上涨约19%，显著落后于韩国综合股价指数（KOSPI）27.3%的涨幅，成为主要内存芯片厂商中表现最弱的个股。这一落差既反映市场对其技术追赶能力的疑虑，也凸显地缘政治风险对科技巨头的持续挤压。
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安捷伦科技与北京师范大学珠海校区共建大湾区污水流行病学联合实验室
Agilent Technologies Collaborates with Beijing Normal University at Zhuhai to Launch Greater Bay Area Wastewater-Based Epidemiology Joint Lab
日前，总部位于美国的科学仪器公司安捷伦科技与北京师范大学珠海校区合作共建的“粤港澳大湾区污水流行病学联合实验室”正式揭牌。
Agilent Technologies, a US-based scientific instrumentation company, announced the cooperation with Beijing Normal University (BNU) at Zhuhai and launched the "Greater Bay Area Wastewater-Based Epidemiology Joint Lab” in early July.
实验室将依托安捷伦的高精度分析平台，重点研发以污水流行病学监测为目标的内源外源生物标志物及代谢产物、新污染物降解产物及其毒性等检测技术与方法，探索污水流行病学综合应用方案，以及探索支撑疾病防控和公共卫生决策的技术和方法。
The lab will leverage Agilent's high-precision analytical platforms to focus on developing detection technologies and methods for endogenous and exogenous biomarkers, metabolic products, degradation byproducts of emerging contaminants, and their toxicity, all aimed at wastewater-based epidemiology. It will also explore comprehensive applications of wastewater-based epidemiology, as well as technologies and methods to support disease prevention and decision-making in public health.
该实验室的启用将助力广东省污水信息解析与预警重点实验室和教育部污水信息系统与专用能源芯片中试验证平台建设，为粤港澳大湾区的水环境健康风险评估提供科学依据，促进大湾区环境健康与可持续发展的协同推进。
The launch of the lab will support the development of Guangdong Provincial Key Laboratory of Wastewater Information Analysis and Early Warning, as well as the Ministry of Education's Pilot Verification Platform for Wastewater Information Systems and Specialized Batteries and Chips. It will provide scientific basis for water environment health risk assessment in the Greater Bay Area and promote the coordinated advancement of environmental health and sustainable development in the region.
iPhone在中国销量两年来首次增长
iPhone Sales in China Grows for the First Time in Two Years
行业研究机构Counterpoint Research的数据显示，今年第二季度，苹果iPhone在中国的销量两年来首次出现增长。
Data from industry Research firm Counterpoint Research shows that Apple iPhone sales in China rose in the second quarter of the year for the first time in two years.
Counterpoint 的数据显示，截至6月底的第二季度，iphone在中国的销量同比增长8%。这是苹果自2023年第二季度以来，首次在中国实现增长。
Sales of iPhones in China jumped 8% year-on-year in the three months to the end of June, according to Counterpoint Research. It’s the first time Apple has recorded growth in China since the second quarter of 2023.
Counterpoint表示，苹果公司的销售业绩受到5月份以来中国电商平台对苹果iPhone 16机型打折促销的提振，同时，苹果公司还提高了部分iPhone以旧换新活动中的旧机价格。
Apple’s performance was boosted by promotions in May as Chinese e-commerce firms discounted Apple’s iPhone 16 models, its latest devices, and the tech giant also increased trade-in prices for some iPhone, Counterpoint said.
来源/经济日报微信
主播/王一伊
双语/朱琳
编辑/刘莉
校对/王俊杰
作者：经济日报
