受此消息影响，苹果股价下跌1.1%，市值为2.967万亿美元。6月30日，苹果市值首次收于3万亿美元关 口之上。Alphabet和亚马逊的跌幅均超过2%，微软和特斯拉均下跌超过1%。 上周五晚些时候，纳斯达克证券交易所表示，将对该指数进行"特别再平衡"，"通过重新分配权重来解 决指数过度集中的问题。"在此之后，华尔街最有价值的股票纷纷下跌。 此次调整将在截至7月3日的流通股份的基础上进行， 7月14日将公布变化情况，7月24日开盘前生效。 纳斯达克100指数包括在纳斯达克交易所交易的100家最大公司。该指数的变化将导致跟踪该指数的投资 基金调整其投资组合，并出售在该指数中权重被降低的公司的股票。 华尔街最有价值的公司是今年美国股市复苏的最大赢家，这些公司在纳斯达克100指数、纳斯达克综合 指数和标准普尔500指数中的权重进一步上升。 据报道，当地时间周一，苹果、微软等头部美国企业股价下跌。此前纳斯达克证券交易所表示，将重新 平衡其纳斯达克100指数，以解决该指数"过度集中"的问题。 今年迄今为止，标准普尔500指数上升了15%，而英伟达公司股价飙升了189%，特斯拉上涨了一倍多。 今年，微软、亚马逊和苹果的股 ...

Core Points - A U.S. judge issued a court order prohibiting certain federal agencies and officials from communicating with social media companies regarding content moderation, stemming from a lawsuit supported by the Republican Party against the Biden administration [1] - The Department of Justice is seeking to suspend the enforcement of this order while appealing it in the Fifth Circuit Court of Appeals [1][3] - The ruling by Judge Terry Doughty indicates that federal agencies, including the Department of Health and Human Services and the FBI, cannot communicate with social media companies if the intent is to suppress protected free speech [1][2] Summary by Sections - **Court Order Details** - The court order specifically mentions officials such as Homeland Security Secretary Alejandro Mayorkas and the Director of the Cybersecurity and Infrastructure Security Agency Jen Easterly [3] - The order is seen as a victory for Republican attorneys general from Louisiana and Missouri, who accused the federal government of unlawfully using the COVID-19 pandemic to suppress dissenting views [1] - **First Amendment Implications** - The court order references the First Amendment of the U.S. Constitution, which prohibits the government from restricting free speech [2] - **Exceptions to the Order** - The latest court ruling allows for some exceptions in communication between government officials and social media companies, particularly concerning national security risks and criminal activities [4]

Core Insights - Analysts indicate that Apple's mixed reality headset, Vision Pro, is unlikely to have a significant impact on the company's business in the coming years [1] - Compared to previous products like iPod, iPhone, and iPad, Vision Pro will require more time to become a popular product and drive revenue growth [1][3] Product Launch and Market Strategy - Apple plans to launch Vision Pro in early 2024, initially limited to select markets in the U.S. and requiring reservations for purchase, highlighting its niche and complex nature [1] - The initial price of Vision Pro is set at $3,700, significantly higher than the Apple Watch's starting price of $349, which may limit its market penetration [4][6] Sales Performance and Projections - Historical context shows that iPod, iPhone, and iPad quickly became major revenue contributors, while Apple Watch took longer to gain traction [3][4] - Initial sales targets for Vision Pro were set at millions but have since been revised down to an estimated 400,000 to 500,000 units for the first year, projecting around $1.5 billion in revenue [5][6] Future Developments - Apple is expected to introduce a more affordable version of Vision Pro and a second-generation model by 2026, which may include enhanced features and improved connectivity [6] - For Vision Pro to achieve sales comparable to iPad, it would need to increase its annual sales to approximately 8 million units, a target deemed unlikely given current pricing and market conditions [5][6]

Core Points - The UK Court of Appeal has rejected Apple's appeal regarding the infringement of two 4G communication patents owned by Optis, resulting in Apple being required to pay $7 billion in damages [1] - Optis initially sued Apple in 2019, claiming that Apple's iPhone and iPad infringed on its patents, which were deemed "standard essential patents" by the High Court in London last year [1] - Apple's appeal argued that the patents were not standard essential and that it did not infringe on them, with the company previously indicating it might consider exiting the UK market if forced to pay damages [1] Summary by Sections Legal Proceedings - The UK Court of Appeal upheld the High Court's decision that Apple infringed on Optis's patents, confirming the classification of the patents as standard essential [1] - The appeal by Apple was dismissed, affirming that the High Court's ruling on the patent status was correct [1] Financial Implications - Apple is now obligated to pay $7 billion in damages due to the patent infringement ruling [1] Company Responses - Neither Apple nor Optis has provided comments on the recent court ruling [1]

据报道，苹果iPhone 15系列的续航时间将会延长11%至15%不等。 据悉，基本款iPhone 15的续航时间可能延长15%，iPhone 15 Plus/Pro延长12%，iPhone 15 Pro Max则是 11%。 增加续航后，这四款手机的电池分别为3877mAh、4912mAh、3650 mAh和4852mAh。 科技视频博主Jacklyn Dallas表示，与软件开发方面相比，目前智能手机在硬件上的提升不是很明显—— 虽然屏幕、相机素质都越来越好，但是续航还是顶多撑一天。 "屏幕时间变得更好，相机也变得更好，但智能手机实际上仍然只能维持一天，因此容量的增加确实是 一件好事，"她说。 她认为，此次更新最多让续航稍有提升，且不会对苹果定价产生太大影响。 ...

Core Insights - Virgin Galactic is set to conduct its first commercial flight with a crew of three Italian personnel, marking a significant milestone for the company in the space tourism industry [1][3] Company Overview - Virgin Galactic, founded by Richard Branson in 2004, is one of the few private spaceflight companies alongside SpaceX and Blue Origin, catering to wealthy individuals willing to pay for suborbital space experiences [3][6] - The company aims to demonstrate the safety of rocket flights to the public, especially after a tragic incident in 2014 that resulted in a fatality [6] Flight Details - The flight, named Galactic 01, will take place in New Mexico, reaching an altitude of approximately 50 miles (80 kilometers) [1][3] - The mission is defined as a scientific endeavor rather than a typical space tourism trip, with the crew planning to collect biometric data and study the behavior of certain materials in microgravity [3][4] - The flight is expected to last 90 minutes, with the spacecraft being released from a carrier aircraft at around 50,000 feet (15.24 kilometers) [4][5] Future Plans - If successful, Virgin Galactic plans to conduct another flight in early August and aims for monthly flights thereafter [6] - The company anticipates booking its first 1,000 paying customers at a price of approximately $250,000 per seat, with a vision to establish a fleet capable of 400 flights annually [6] Industry Context - The definition of spaceflight is a contentious issue within the industry, with NASA and the U.S. Air Force defining astronauts as those who fly above 50 miles (80 kilometers) [6] - Blue Origin, led by Jeff Bezos, has conducted multiple commercial flights and has criticized Virgin Galactic for not reaching the internationally recognized boundary of space, known as the Kármán line, which is above 62 miles (100 kilometers) [7]

陪审团此前认定，苹果和博通侵犯了加州理工学院的专利，要求苹果支付8.378亿美元的赔偿金，博通 支付2.702亿美元的赔偿金。不过，联邦巡回法院对赔偿金额提出异议，将案件发回重新审理，以确定 合适的损失赔偿。 加州理工学院于2016年在洛杉矶联邦法院起诉苹果和博通，称数百万部使用博通WiFi芯片的iPhone、 iPad、Apple Watch和其他设备侵犯了该高校持有的数据传输专利。 苹果是博通芯片的主要买家，双方在2020年1月达成了一项150亿美元的芯片供货协议，该协议将于2023 年结束。博通估计，其收入的20%来自苹果。 联邦巡回法院维持了初审法官的决定，不允许这些公司在现阶段辩称专利无效，因为它们本可以在提交 给美国专利商标局的专利审查请求中提出这些观点。 据报道，当地时间周一，在一起专利侵权诉讼中，美国最高法院拒绝听取苹果和博通对加州理工学院数 据传输专利有效性的挑战。但与此同时，陪审团早些时候认定的两家公司应支付给加州理工大学11亿美 元的赔偿金额也被驳回重审。 最高法院法官驳回了苹果和博通对下级法院裁决的上诉。此前的裁决确认了一名初审法官的决定，不允 许这两家公司在加州理工学院的诉讼中对专利 ...

最高法院法官驳回了苹果和博通对下级法院裁决的上诉。此前的裁决确认了一名初审法官的决定，不允 许这两家公司在加州理工学院的诉讼中对专利有效性提出异议。 专门负责专利案件的美国联邦巡回上诉法院驳回了这些公司的观点，称它们未能在早些时候美国专利商 标局的审查程序中提出这些观点。而苹果和博通辩称，它们应该被允许在审理期间对专利有效性提出挑 战。 陪审团此前认定，苹果和博通侵犯了加州理工学院的专利，要求苹果支付 8.378 亿美元的赔偿金，博通 支付 2.702 亿美元的赔偿金。不过，联邦巡回法院对赔偿金额提出异议，将案件发回重新审理，以确定 合适的损失赔偿。 据报道，当地时间周一，在一起专利侵权诉讼中，美国最高法院拒绝听取苹果和博通对加州理工学院数 据传输专利有效性的挑战。但与此同时，陪审团早些时候认定的两家公司应支付给加州理工大学 11 亿 美元的赔偿金额也被驳回重审。 苹果是博通芯片的主要买家，双方在 2020 年 1 月达成了一项 150 亿美元的芯片供货协议，该协议将于 2023 年结束。博通估计，其收入的 20% 来自苹果。 联邦巡回法院维持了初审法官的决定，不允许这些公司在现阶段辩称专利无效，因为它们本可 ...

在会谈结束后，苹果首席执行官库克表示，印度对苹果来说是一个巨大的商机，在被问及苹果是否还会 继续在印度进行投资时，库克提到，今年初，苹果公司刚刚在印度开设了两家直营零售店。 2014年，莫迪担任印度总理，此次是他首次对美国进行正式国事访问。在周五会谈之后，白宫方面表 示，谷歌将会和印度科学研究院展开合作，项目有关人工智能大语言模型语音数据的开源。 据报道，近日，印度总理莫迪访问美国，和美国总统拜登和其他政界商界领袖进行会谈。美国科技行业 也十分积极，苹果、谷歌、微软等公司的首席执行官们也和莫迪进行了面对面会晤，商讨在印度的发展 机会。 上周五，美国科技行业的领袖们在白宫拜会了莫迪，这次圆桌会谈的焦点是科技公司在印度进行投资面 临的机遇和挑战。而在更早之前，莫迪还和美国纯电车制造商特斯拉公司掌门人马斯克进行了单独会 晤。 美国人工智能厂商OpenAI（ChatGPT东家）的首席执行官奥特曼也在华盛顿参加了这次峰会。两位消息 人士透露，奥特曼和莫迪探讨了在人工智能上进行合作的机会。 美国知名风险投资公司General Catalyst的首席执行官唐内甲（Hemant Taneja）也参加了这次圆桌会议。 唐内甲在 ...

Core Insights - SpaceX's Starship experienced a failed first test launch in April, resulting in a rocket explosion, leading to over 1,000 modifications since then [1][3] - Elon Musk stated that the success probability for the next launch will significantly increase, potentially by 60%, depending on the separation of stages [1] - SpaceX plans to invest approximately $3 billion in the Starship project this year [1] Group 1: Starship Development - Starship aims to deliver cargo to deep space destinations, including the Moon and Mars, with future crewed missions planned [3] - The launch process involves the Super Heavy booster separating from the Starship, with improvements made to the separation technology [3] - SpaceX will implement "hot staging," a technique previously used by the Soviet Union and Russia, where the Starship engines ignite while still attached to the booster [3] Group 2: Launch Challenges and Future Plans - During the first launch, the rocket successfully lifted off but lost control during ascent, leading to multiple engine failures and the activation of the flight termination system [3] - Musk emphasized the company's commitment to reaching Mars as quickly as possible, despite distractions from other ventures like Twitter [3] - Musk avoided questions regarding the status of his AI company and the potential IPO of Starlink, indicating a reluctance to discuss these topics [3]