本文源自：金融界AI电报 美股大型科技股盘前涨跌互现，谷歌A涨0.2%，特斯拉涨0.1%，微软、英伟达、苹果持平，Meta跌 0.1%，亚马逊跌0.2%。 ...

格隆汇1月9日｜苹果行政总裁库克(Tim Cook)去年总薪酬金额共7430万美元，较2024年度微跌0.4%。据 苹果向美国证交会(SEC)提交的文件显示，其中包括基本薪酬维持300万美元，与过去两年持平，股份奖 励5750万美元，非股权激励奖金维持1200万美元。 ...

Core Viewpoint - The transition of leadership at Berkshire Hathaway from Warren Buffett to Greg Abel marks a new era for the company, with Abel committed to maintaining Buffett's investment philosophy of concentrating capital in high-quality ideas [1][2]. Investment Portfolio Overview - Berkshire Hathaway's investment portfolio totals $317 billion, with a significant concentration in eight key stocks that represent 74% ($234.5 billion) of the portfolio [3]. Key Holdings - **Apple**: Represents 20.1% of invested assets; despite being the largest holding, it has seen a 74% reduction in shares over the last two years, indicating a shift in investment strategy [4][6]. - **American Express**: Accounts for 18.2% of invested assets; known for its dual role as a payment facilitator and lender, it has a strong position among affluent customers, making it resilient during economic downturns [7][9]. - **Bank of America**: Comprises 10.2% of invested assets; the position has been reduced by 45% over five quarters, reflecting concerns over interest rate sensitivity amid a rate-easing cycle [11][13]. - **Coca-Cola**: Holds 8.6% of invested assets; its long-standing presence in the portfolio since 1988 is supported by a strong dividend yield and global market presence [14][15]. - **Chevron**: Represents 6.3% of invested assets; its integrated business model allows for stable cash flow, and it has a robust capital-return program with projected buybacks of $10 billion to $20 billion annually through 2030 [16][18]. - **Moody's**: Accounts for 4.1% of invested assets; it has performed well due to its debt rating services and analytics, benefiting from low interest rates in recent years [20][21]. - **Occidental Petroleum**: Comprises 3.4% of invested assets; it has a unique focus on upstream operations and is working to reduce its net debt position [23][25]. - **Chubb**: Represents 3.1% of invested assets; it focuses on high-end property and casualty insurance, allowing for premium pricing power and attractive margins [27][29].

【1月9日，苹果加快CEO库克继任者遴选，约翰·特努斯成头号热门】1月9日，苹果公司内部正加快推 进CEO库克继任者的遴选工作。众多候选人中，现任公司硬件工程高级副总裁约翰·特努斯已跃升为头 号热门人选。多位苹果内部人士透露，特努斯性格温和沉稳，是优秀合作者，获公司众多高管和员工广 泛认可。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

从知情人士处获悉，苹果新一代折叠屏手机铰链由VAC新奇宏（奇鋐科技）与安费诺独家供应，两家份 额各占50%。另据前述人士称，立讯精密正研发相关铰链技术，拟后期进入苹果供应链。立讯精密相关 人士也表示，"我们确实在研发铰链相关技术，但因签有保密协议，不便透露具体客户名称。"（蓝鲸新 闻） ...

据知情人士透露，苹果公司内部眼下正在加快CEO库克继任者的遴选工作。在众多候选人中，现任公 司硬件工程高级副总裁的约翰·特努斯已跃升为头号热门人选。 有媒体报道称，现年65岁的库克此前曾向公司管理层透露，自己感到疲惫，希望减轻工作负担，预计最 早将于今年卸任CEO一职，未来可能出任苹果公司董事会主席。 来源｜央视财经 编辑｜钉钉 多位苹果内部人士透露，特努斯性格温和沉稳，是一位很好的合作者。特努斯也因此得到了公司内部许 多高管和员工的广泛认可。 除了特努斯，有媒体称库克也在同步物色其他候选人，目前苹果公司尚未公布库克的具体继任者人选及 继任时间。 ...

Shutthiphong Chandaeng/iStock via Getty Images Dear Fellow Investor, This is the sixteenth annual letter to owners of the Fundsmith Equity Fund ('Fund'). The table below shows performance figures for the last calendar year and the cumulative and annualised performance since inception on 1st November 2010 and various comparators. | % Total Return | 1st Jan to 31st Dec | | Inception to 31st Dec 2025 | Sortino Ratio 6 | | --- | --- | --- | --- | --- | | | 2025 | Cumulative | Annualised | | | Fundsmith Equity F ...

多位苹果内部人士透露，特努斯性格温和沉稳，是一位很好的合作者。特努斯也因此得到了公司内部许 多高管和员工的广泛认可。 据知情人士透露， 苹果公司内部眼下正在加快CEO库克继任者的遴选工作 。在众多候选人中， 现任 公司硬件工程高级副总裁的约翰·特努斯已跃升为头号热门人选 。 除了特努斯，有媒体称库克也在同步物色其他候选人，目前苹果公司尚未公布库克的具体继任者人选及 继任时间。 来源｜央视财经 编辑 ｜ 钉钉 有媒体报道称，现年65岁的库克此前曾向公司管理层透露，自己感到疲惫，希望减轻工作负担，预计 最早将于今年卸任CEO一职，未来可能出任苹果公司董事会主席。 ...

Core Insights - The report emphasizes that in 2026, the media internet sector will undergo a dual reconstruction driven by the transition from AI as a "technical infrastructure" to "application deep water zone," focusing on entry form migration, distribution rule repricing, and supply-side capacity explosion [1][11] - AI Agents are set to replace traditional apps as the new super entry point, shifting the traffic distribution logic from "time capture" to "efficient execution" [1][12] - AIGC (AI-Generated Content) is expected to lead to a significant increase in content production capacity, with zero marginal cost production becoming a reality, thus redefining the value of quality data and IP [1][11] Group 1: AI Agents and Traffic Distribution - AI Agents signify a generational leap in human-computer interaction, evolving from GUI to IUI, fundamentally changing the traffic distribution logic [1][12] - The traditional "click-jump" model is being replaced by a "dialogue-execute" paradigm, where AI Agents understand user intent and execute tasks across applications [1][12] - The emergence of AI Agents is expected to create a new operational layer that could potentially replace single apps as the primary distribution entry point [1][12][19] Group 2: AIGC and Content Supply - AIGC is anticipated to transition from a phase of "cost reduction and efficiency enhancement" to a "new demand creation" explosion by 2026, significantly increasing content supply [1][41] - The production barriers for video, 3D, and gaming assets are expected to lower drastically, leading to a surge in content supply and a devaluation of mediocre content [1][41] - Content consumption is evolving from passive viewing to active engagement, with new formats like "generative interactive dramas" and "AI companion games" emerging [1][43] Group 3: Investment Recommendations - The investment strategy in the media internet sector is shifting towards high-quality assets in both traffic distribution and content supply, focusing on companies that can effectively capture user intent and provide quality content [1][41] - Companies with operational system bases or super Agent platforms are likely to gain new traffic distribution rights and bargaining power, while mid-tier apps lacking exclusive content may face risks of being "pipelined" [1][19] - Key players in the AI Agent space include Alibaba, Tencent, and ByteDance, which are actively developing their AI capabilities to secure new traffic entry points [1][25][40]

Market Analysis by covering: Nasdaq 100, Gold Spot US Dollar, S&P 500, US Dollar Index Futures. Read 's Market Analysis on Investing.com ...