Core Insights - Apple is expected to release three new Apple Watch models this fall, including two from the Apple Watch Series 9 and a second-generation Apple Watch Ultra [1] - The product roadmap for the second half of 2023 and the first half of 2024 indicates that these watches will be part of Apple's usual fall product lineup, alongside the iPhone 15 series [1] Group 1: Upcoming Products - The three new Apple Watch models are codenamed N207, N208, and N210, with two belonging to the Apple Watch Series 9 and one being an upgraded version of the Ultra [1] - Other products listed in the roadmap include the 13-inch, 14-inch, and 16-inch MacBook Pro models equipped with M3, M3 Pro, and M3 Max chips, as well as a new MacBook Air [1] - Several iMac models are expected to feature 24-inch displays, with early work on models exceeding 30 inches already underway [1] Group 2: Additional Developments - Other products in early development include the third-generation AirPods, smart displays as part of "home devices," and an improved Apple TV [2]

Core Points - The Federal Trade Commission (FTC) has filed for a preliminary injunction to block Microsoft's $69 billion acquisition of Activision Blizzard, citing potential harm to competition in various markets, including gaming consoles, subscription services, and cloud gaming [1][2] - The FTC argues that if the merger is completed, Microsoft’s Xbox could gain exclusive access to Activision's games, limiting access for competitors like Nintendo and Sony [1] - Microsoft disputes the FTC's claims, asserting that the acquisition would benefit players and game companies, and has proposed a legally binding agreement to provide the game "Call of Duty" to competitors for ten years [2] Group 1 - The FTC's hearing is expected to last five days, with key Microsoft executives, including Xbox Game Studios head Matt Booty and Bethesda Softworks' senior vice president Pete Hines, testifying [1] - Microsoft’s legal representative argues that the merger would allow for broader access to Activision's games across multiple platforms, countering the FTC's concerns [1] - The FTC believes that the merger could lead to Microsoft having the ability and incentive to withhold or diminish Activision's content, thereby reducing competition in the gaming industry [2] Group 2 - The acquisition is noted as Microsoft's largest in history and the biggest in the gaming industry [2] - The outcome of the merger hinges on winning several antitrust lawsuits globally, with the U.S. being a critical battleground [2] - The hearing is set to continue until June 29, with Microsoft CEO Satya Nadella and Activision Blizzard CEO Bobby Kotick also expected to testify [2]

Core Points - The German Federal Cartel Office (FCO) has identified unfair competition practices by Google Automotive Services and plans to prohibit these practices [1] - Google Automotive Services offers a range of services to car manufacturers, including Google Maps, Google Play Store, and Google Assistant [1] - The FCO is concerned that Google's bundling of services may hinder market competition and further entrench Google's dominant position in other markets [1] Group 1 - The FCO criticizes Google's bundling of infotainment system services, as it reduces opportunities for competitors to sell their services independently [1] - Google claims that the connected car market is highly competitive, with thousands of applications compatible with Google Automotive Services [1] - Google intends to engage in constructive dialogue with German regulators to address their concerns [1] Group 2 - In addition to bundling practices, Google's revenue-sharing agreements with car manufacturers may also violate German antitrust laws [2] - The FCO states that default settings for Google services could make alternative services less noticeable and rarely used, a strategy previously successful for Google in mobile devices [2] - The FCO is reviewing terms related to Google Maps that prohibit users from integrating the service with competing services, which could hinder the development of alternatives [2]

作为AI的早期拥护者，孙正义对软银股东表示，他很乐于见到公众对AI潜力的认识日益提高，而软银 已斥资数十亿美元投了上百家公司，其中一些押注正取得成果。 孙正义称："人工智能（AI）正在带来爆炸性的变化。我们将很快展开反攻。" 此前，孙正义基本避开了公众视线：他不再主持软银财报会议；科技股估值的暴跌也迫使软银愿景基金 连续五个季度承担了数十亿美元的亏损；新的投资几乎停滞不前。孙正义表示，他将专注于Arm的 IPO。 由于生成式AI的火热以及与包括英特尔在内的潜在主要投资者的谈判，Arm的IPO前景逐渐明朗。该公 司正寻求筹集高达100亿美元的资金，券商也正在上调软银的目标股价。软银股价在6月当季迄今已上涨 逾30%，有望创下三年来的最佳季度表现。 北京时间6月21日上午消息，据报道，在软银年度股东大会上，软银首席执行官孙正义表示转向"进攻 型"投资，结束创投领域一年多来相对休眠的状态。 ...

Core Viewpoint - Apple stock has reached a new high, but analysts express concerns about potential cooling demand for iPhones and slowing growth in the services sector [1][2] Group 1: Analyst Ratings and Market Sentiment - UBS Group AG downgraded Apple stock from "Buy" to "Neutral," marking the lowest percentage of analysts recommending "Buy" at 67% since the end of 2020 [1] - The number of analysts giving optimistic ratings to Apple has decreased to the lowest level in over two years, indicating a shift in market sentiment [1] Group 2: Financial Performance and Projections - Apple's stock price has surged 41% this year, reaching $183.77, but analysts doubt there will be new catalysts to drive further price increases in the near term [1] - UBS analyst David Vogt raised Apple's target price from $180 to $190, which represents only a 3% increase from the recent closing price [2] - The report highlights that Apple's price-to-earnings ratio is approximately 29, the highest in nearly a decade, and about 50% higher than the market average [2] Group 3: Demand Concerns - There are expectations that demand for iPhones and Macs may face pressure in the second half of the year, alongside a slowdown in growth for the services segment, including the App Store and Apple Music [1][2] - The report suggests that from a risk-reward perspective, Apple stock may not be very attractive over the next 6 to 12 months due to anticipated weaknesses in iPhone, PC, and App Store performance [2]

Core Viewpoint - Broadcom's acquisition of VMware, valued at approximately $61 billion, is expected to receive conditional approval from the European Union, following proposed remedies to address antitrust concerns raised by regulators [1][2]. Group 1: Acquisition Details - Broadcom announced the acquisition of VMware in May 2022, marking it as one of the largest technology deals in history at around $61 billion [1]. - The deal has faced scrutiny from global regulatory bodies, including the US, UK, and EU, leading to investigations [1]. - The European Commission publicly opposed the transaction in April 2023, stating it would block the deal unless sufficient remedies were provided [1]. Group 2: Regulatory Developments - The final decision from the European Commission regarding the approval of the acquisition is expected by July 17 [1]. - The approval hinges on Broadcom's proposed interoperability remedies aimed at addressing concerns from competitors, particularly Marvell Technology [1]. Group 3: Company Background - Broadcom primarily supplies chips for data center networking and proprietary chips that support artificial intelligence (AI) applications [2]. - Prior to the VMware acquisition, Broadcom had engaged in several significant mergers, including the acquisitions of LSI, Brocade, CA, and Symantec's enterprise security business [2].

Core Viewpoint - Despite signs of slowing iPhone sales growth, a prediction indicates that Apple’s smartphone sales are set to rebound, potentially boosting its stock value [1] Group 1: iPhone Sales and Pricing - Apple reported a 4% decline in iPhone revenue over the past six months compared to the previous year [1] - Analyst Dan Ives predicts that the upcoming iPhone 15 will encourage consumers, particularly those with approximately 250 million outdated iPhones, to upgrade [3] - The average selling price of new iPhones is expected to rise to around $925, an increase of $100 compared to the average price over the past 18 months [3] - Current pricing for the iPhone 14 Pro Max starts at $1,099, while the Pro model starts at $999, and the base model is available for $799 [3] Group 2: Services Business Growth - Ives believes that Apple's services business, which includes revenue from cloud services, App Store, Apple TV, fitness, and advertising, is significantly undervalued [4] - The services revenue is projected to approach $100 billion this year, up from approximately $50 billion in 2020 [4] - In the first half of this year, Apple’s services revenue reached $41.7 billion, reflecting a 6% year-over-year growth [4] Group 3: Stock Price Prediction - Ives has raised the target price for Apple’s stock to $220 per share, indicating a belief that the current stock price of around $181 is relatively cheap [4] - The stock has been on an upward trend, reaching historical highs in June [4] - Analysts have expressed unprecedented optimism regarding Apple's future, regardless of the potential success of the Vision Pro or the perceived value of the iPhone [4]

据报道，对苹果Vision Pro头显而言，3500美元的价格肯定不是为了销售。无论这项技术有多么强大， 功能有多么诱人，这样的售价都无法触达潜在受众，而7倍于竞争对手的价格也不会有真正的未来。 当这款产品的定价正式宣布时，现场人群里爆发出一阵嘘声。许多消费者和评论员都对此持批评态度， 而苹果对这一定价的解释显然无法令人信服。 负责该项目的苹果高管麦克·罗克韦尔（Mike Rockwell）在披露价格前说："即使你购买最先进的电视、 环绕立体声、强大的电脑、好几台高清显示器、高端摄像头，然后把它们组合起来，也无法获得Vision Pro这样的体验。" 虽然这种解释或许所言不虚，但却存在误导。电视可以分享，Vision Pro只能独享。而购买空间计算机 的人大概率已经拥有高端Mac、显示器和带摄像头的智能手机。 这就难怪苹果在全球开发者大会（WWDC）之前始终对价格守口如瓶了，毕竟提前披露势必引发负面 评论。最终，该公司认为，如果不在发布会上正式推出这款产品，就需要对价格予以额外的关注。现 在，在Vision Pro正式上市前，消费者还有9个月的时间来慢慢消化这一价格。 虽然业内人士认为，这款设备的营销工作确实 ...

Core Viewpoint - Apple and Epic Games are requesting the court to reconsider its antitrust ruling, which allows developers to place links in their apps but does not oppose Apple's 30% commission on App Store sales [1][2]. Group 1: Legal Proceedings - Both Apple and Epic submitted independent court documents challenging the ruling made by a three-judge panel of the Ninth Circuit Court of Appeals [1]. - The companies are seeking either a rehearing by the three-judge panel or a hearing by all 11 judges of the appeals court [1][2]. - The original lawsuit dates back to 2021 when a federal district court in California ruled that Apple's 30% commission on developers' sales was illegal [1]. Group 2: Arguments from Apple and Epic - Apple argues that its commission structure promotes fair market competition and does not violate any antitrust laws, opposing a nationwide injunction against this policy [1]. - Epic contends that Apple's commission policy directly impacts the core mission of federal antitrust laws to promote market competition, claiming the appeals court did not adequately balance the effects of the commission on consumers and competition [2]. Group 3: Current Status of the Case - The district court's ruling is currently on hold and not enforced as the case is in the appeals process [5]. - The presiding judge, Yvonne Gonzalez Rogers, indicated that Apple cannot prevent third-party developers from providing alternative payment links to consumers [5]. - However, Rogers did not provide detailed guidance on how the App Store should accommodate external payment links or buttons [6]. Group 4: Global Context - Apple's enforcement of its in-app payment system has sparked controversy globally, with antitrust regulators in countries like South Korea, the Netherlands, and Japan demanding that Apple open up payment channels for third-party applications [6].

扎克伯格还说，Meta计划将生成式AI嵌入更多产品，作为计划的一部分，Meta会在App中引入AI代理。 Meta CEO扎克伯格最近谈到了苹果新发布的Vision Pro头盔，批评其社交属性差，几乎都是一个人在使 用。 扎克伯格称苹果的"愿景和价值"与Meta不同，他表示："对于元宇宙和存在，我们的愿景从根本上讲是 关于社会和社交的，关于人与人的互动的，是想以新颖神奇的方式让人获得更亲密的感受。反观苹果， 看它的演示，几乎都是一个人独自坐在沙发上。" 当地时间8日，Meta召开全员大会，扎克伯格提及公司正在开发的各种AI技术，当中有一项技术允许用 户通过输入提示文本编辑照片。 扎克伯格声称Meta的AI研发直接与元宇宙关联，但之前有报道称Meta对元宇宙有退缩之意。 ...