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Wedbush:陷入AI恐惧后,扭转美股科技股颓势的10大关键消息
智通财经网· 2026-02-20 13:35
3. 甲骨文(ORCL.US)在其关键的 450 亿至 500 亿美元融资中取得了强劲的初步成功。 智通财经APP获悉,Wedbush重点介绍了阻止科技股下滑和人工智能"幽灵交易"带来的不利影响的十大 因素。 由Dan Ives领导的分析师团队表示:"如今,'人工智能威胁到所有行业……软件行业首当其冲,被视为 头号敌人'的说法在市场上甚嚣尘上。人工智能一直是科技和软件行业,尤其是那些对未知事物感到恐 惧的人的通病。对于看涨者来说,这就像是在与幽灵搏斗,而仅今年一年,人工智能的资本支出就接近 7000亿美元……人们担心人工智能初创公司会成为科技行业的噩梦。" 分析师补充说,人工智能技术行业正处于一个不稳定的十字路口,现在是科技领军企业发挥领导作用的 时候了。 Wedbush分析师们列出了他们认为最能推动科技人工智能交易走高的十大科技新闻: 1. OpenAI完成 1000 亿美元的融资,平息了外界的喧嚣。 2. 英伟达(NVDA.US)首席执行官黄仁勋在下周的电话会议上重申人工智能芯片的巨大需求轨迹,并超 过华尔街的预期。英伟达计划于2月25日公布其第四财季业绩。 4.赛富时(CRM.US)公布的收益/业绩指引 ...
Meta and Apple face serious questions about child safety and privacy
CNBC· 2026-02-20 13:04
Core Viewpoint - The child safety practices of major tech companies, particularly Meta and Apple, are under scrutiny in legal proceedings, which could lead to significant changes in their products affecting billions of users [1]. Group 1: Legal Proceedings and Accountability - Meta CEO Mark Zuckerberg and Apple CEO Tim Cook are facing questions regarding privacy, free expression, and safety in court cases across multiple states [1]. - If found liable, these companies may be compelled to implement unprecedented product changes [1]. Group 2: Internal Communications and Company Decisions - Internal messages from Meta reveal discussions about approximately 7.5 million reports of child sexual abuse material (CSAM) that would not be disclosed following Zuckerberg's 2019 decision to implement end-to-end encryption on Facebook Messenger [3]. - An employee expressed concern that the decision would negatively impact the company's Community Standards Enforcement Report (CSER) numbers, indicating a potential cover-up of child exploitation reports [4]. Group 3: Public Statements and Company Stance - Zuckerberg emphasized his concern for the wellbeing of teens and children using Meta's services during court proceedings, responding to inquiries about his communications with Cook [5]. - West Virginia has initiated a lawsuit against Apple regarding its management of child sexual abuse material, highlighting ongoing legal challenges for tech companies in this area [5].
West Virginia AG on Apple lawsuit: It's important the company meet law enforcement halfway
Youtube· 2026-02-20 12:08
Core Viewpoint - West Virginia's Attorney General is suing Apple, alleging the company has not adequately prevented child sexual abuse materials from being stored and shared via its iOS devices and iCloud services, prioritizing privacy and business interests over child safety [2][10]. Group 1: Allegations Against Apple - The lawsuit claims that Apple has failed to check for child sexual abuse materials on its systems, unlike competitors such as Google and Meta, which have more robust monitoring practices [4][12]. - In 2023, Google and Meta reportedly provided around 35 million child sexual abuse materials to the FBI, while Apple only provided approximately 700, indicating a significant disparity in cooperation with law enforcement [12][13]. Group 2: Apple's Response and Features - Apple emphasizes its commitment to user safety and privacy, highlighting parental controls and other features designed to protect users [3][6]. - The company maintains that its end-to-end encryption system is crucial for user privacy, which complicates law enforcement's ability to access potentially illegal content [9][10]. Group 3: Broader Implications and Concerns - The Attorney General points out that West Virginia has a vulnerable population of children, particularly those in foster care, who are at higher risk of exploitation and abuse [11]. - The ongoing debate raises philosophical questions about the balance between privacy and child safety, with calls for Apple to find a compromise that allows for both [15][19].
ChatGPT picks 2 stocks to buy during the February tech sell-off
Finbold· 2026-02-20 11:01
Core Viewpoint - The February 2026 tech sell-off has significantly impacted major companies like Microsoft and Advanced Micro Devices, with Microsoft experiencing a notable $360 billion drop in market value following its earnings report, primarily due to concerns over its exposure to OpenAI [1][12]. Group 1: Market Overview - The tech sector downturn began in late January 2026, characterized as a cyclical correction without systemic risk to the industry or market according to ChatGPT [2]. - Despite the downturn, recent earnings reports have generally shown strong business results, indicating that the performance of technology stocks varies by niche, suggesting no major crash has occurred [3]. Group 2: Stock Recommendations - ChatGPT recommended Apple (AAPL) as a buy, citing its stable business model in hardware and services, strong consumer demand, and a robust balance sheet as factors supporting its resilience [4][5]. - Apple shares are down 4% year-to-date but have gained 5.35% in the last 30 days, reinforcing the notion that the recent crash has not affected all stocks uniformly [8]. - Microsoft (MSFT) is also recommended despite a 17.39% year-to-date decline, as its leadership in cloud services and AI, along with its relationship with OpenAI, positions it as a solid investment [12][15]. - ChatGPT views Microsoft's current valuation as a discount, supporting its classification as a 'blue chip defensive growth play in tech' [17].
Apple Just Took a Page Straight Out of the Netflix Playbook. Here's Why It Could Be a Brilliant Move
The Motley Fool· 2026-02-20 08:02
Core Insights - Apple is following Netflix's successful strategy by acquiring full ownership of the hit series "Severance," which has garnered significant acclaim and awards [4][7] - The acquisition is part of Apple's broader strategy to enhance its streaming service by focusing on original content and premium programming [10][11] Group 1: Acquisition Details - Apple acquired the rights to "Severance" from Fifth Season for approximately $70 million, retaining the original creative team [4] - "Severance" has been a major success for Apple TV, receiving 27 Emmy nominations and winning eight awards [4] Group 2: Challenges and Future Plans - The series faced production challenges due to the pandemic and Hollywood strikes, leading to delays between seasons [5] - Apple plans to produce future seasons in-house and is considering expanding the franchise with spin-offs and international versions [6] Group 3: Market Position and Strategy - Apple positions itself as a premium brand in the streaming market, contrasting with competitors that offer broader content libraries [8][10] - Despite not disclosing subscriber numbers, estimates suggest Apple TV has around 45 million subscribers, with the service currently operating at a loss of over $1 billion annually [9] Group 4: Long-term Outlook - Apple's strategy of slowly entering markets and building a strong presence has been successful in other product categories, indicating potential for growth in streaming [11] - The company's stock is currently valued at a premium, reflecting confidence in its long-term strategy and recent successes in other segments [12]
Energy Stocks Vs. Tech: Where Is Smart Money Rotating?
Investing· 2026-02-20 06:39
Market Analysis by covering: Chevron Corp, Microsoft Corporation, Apple Inc, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...
这些 iPhone 小技巧,让你过年出好片睡好觉
3 6 Ke· 2026-02-20 05:27
过年回家,忙活了一整年的打工人终于可以闲下放松,但对于手里 iPhone 来说,却是一次「年终大考」。 拍摄出片、出游导航、拜年寒暄、聊天拜年、抢红包……手机反而比平时上班更忙了。 爱范儿收集了几个使用 iPhone 的实用小技巧,给大家拜个早年,顺便帮你和手上的 iPhone,过个顺心快乐年。 iPhone 原相机,也有「烟花模式」 现代人的年味,往往最体现在朋友圈那些红红火火的照片中。 但 iPhone 的摄像头颇有自己的想法,想要驯服起来,还得花点心思。 就比如烟花这种瞬时高亮又色彩丰富的场景,国产影像旗舰基本都配备了「烟花模式」,出片干净又绚丽,而 iPhone 成片总是糊作一团。 其实只要一点小技巧,用 iPhone 也能拍好烟花: 切换到视频模式,右上角选择 4K 60/120 帧模式。 可以适当把焦段切换到 2x 或 3x,让构图更加干净。 开启录像,长按取景框开启自动曝光/自动对焦锁定的方框,然后用手指往下拉调低曝光。 烟花绽放时点击白色的快门按钮,拍下照片。 ▲ 图源:小红书@瑞克ColorAddict 这样拍摄的烟花,不仅更加高清,而且烟花高光和黑夜背景的对比度更明显,更突出烟花本体。 除 ...
Flickr公布2025年度相机使用排行榜
Xin Lang Cai Jing· 2026-02-20 04:11
知名图片分享社区Flickr近日发布2025年用户最常用相机TOP10,佳能EOS R6 Mark II登顶榜首,2018年 发布的索尼α7III仍居第二。以下为完整榜单: 佳能 EOS R6 Mark II 索尼 α7 III 苹果 iPhone 16 Pro 尼康 Z 6II 三星 Galaxy S23 Ultra 谷歌 Pixel 8 Pro 富士 X-T5 奥林巴斯 E-M1 Mark II OM SYSTEM OM-1 松下 DC-G9 (11362450) ...
外媒驳斥 iPhone 18 Pro 将换磁吸接口传言,法规与功能层面均不成立
Huan Qiu Wang Zi Xun· 2026-02-20 03:52
【环球网科技综合报道】2月20日消息,据PCMag报道,近日,有传言称苹果公司将为 iPhone 18 Pro 机 型配备磁吸充电接口,以此取代目前使用的 USB-C 接口。针对这一说法,外媒明确进行驳斥,表示该 传言在现实中完全不成立,无论是从产品功能设计还是相关法规要求来看,苹果都无可能做出这一调 整。 来源:环球网 据悉,此次传言提及的磁吸接口方案,与苹果 MacBook Pro 所采用的磁吸充电接口类型相似。但外媒 指出,苹果现阶段已在 iPhone 系列产品中应用了 MagSafe / Qi2 无线充电技术,若移除 USB-C 接口更 换为磁吸接口,新的磁吸充电方式将与现有的无线充电方案产生功能上的冲突,不利于产品使用体验的 统一与优化。 更为关键的是,欧盟已出台明确法规,要求在欧盟境内销售的所有手机产品,均必须配备 USB-C 接 口。这一法规为手机接口设置了硬性标准,也成为苹果产品设计的重要约束条件。尽管业界此前一直有 苹果研发无接口 iPhone 的相关传言,但在欧盟的法规要求下,USB-C 接口成为苹果手机在相关市场销 售的必要配置,其存在具有不可替代性。 综合来看,无论是从避免产品功能冲突 ...