JPMorgan has replaced Goldman Sachs as the issuer of "Apple Card,†marking a significant shift in the tech titan's financial services strategy. On the surface, it's a seismic shift that offers Apple Inc. (NASDAQ: AAPL) a stronger, more stable banking partner with unmatched scale, credibility, and infrastructure. In short, the switch is strategically sound, but financially modest – leaving AAPL stock largely unaffected. The switch was not Apple's decision in the first place Copy link to section However, the d ...

Core Insights - Alphabet has overtaken Apple as the second most valuable company globally, with a market capitalization of $3.89 trillion compared to Apple's $3.85 trillion, marking the first time since 2019 that Alphabet has surpassed Apple in value [1] - Alphabet has successfully repositioned itself as a leader in AI innovation, leveraging its scale to compete effectively against rivals like OpenAI and Nvidia, particularly with its AI chips (TPUs) and the Gemini 3 AI model [2] - Alphabet was the top-performing stock among the "Magnificent Seven" Big Tech companies in 2025, achieving a 65% gain, and is expected to maintain strong performance in 2026 [3] Company Developments - Apple is facing executive departures and is preparing for a transition after CEO Tim Cook's expected departure, while struggling to establish itself as an AI leader [4] - Alphabet's market cap of $4 trillion is still below Nvidia's $4.5 trillion, indicating competitive pressure in the AI chip market [4] - In 2026, Alphabet will need to demonstrate how its AI capabilities contribute to revenue growth, as investor scrutiny increases regarding the returns on investments in technology infrastructure [5]

记者丨金珊 吴斌 黄子潇 编辑丨黎雨桐 1月8日，美股三大指数低开，截至北京时间23:26，道指涨0.34%，标普500指数涨0.01%，纳指跌0.51%。 大型科技股多数下跌，英伟达、 英特尔 跌超2%，苹果、脸书等跌超1%， 脑再生科技盘中直线跳水跌超30%，此前一度涨超30%。 国际油价方面，布油涨近2%，报61美元/桶；美油涨1.95%，报57美元/桶。 加密货币方面，主要币种集体下挫，比特币跌超2%，跌破90000美元关口。过去24小时，全市场超13万人爆仓。 | 据财联社，美国上周初请失业金人数录得20.8万人，预估21.2万人，前值由19.9万人修正为20万人。 | 预计在2026年降息约150个基点 | 此外，据证券时报，当地时间周四，美联储理事米兰表示， | 。此举有望创造约一百万个就业岗位，同时不会引 | | --- | --- | --- | --- | | 发通货膨胀。米兰表示，很难说政策是中性的，他认为美国仍然实质性超出中性的水平。米兰还表示对自己在美联储的未来一无所知。 | 据21世纪经济报道，中航证券首席经济学家董忠云分析称， | 当前市场普遍预期美联储将进入降息周期，这意味着2 ...

其强势主要反映出市场日益形成的共识，即Alphabet在人工智能多个关键领域具备良好条件。 责任编辑：李桐 Alphabet市值已超越苹果，成为全球第二大公司，这反映出这家谷歌母公司已成为人工智能领域最重要 的赢家之一。 Alphabet市值已超越苹果，成为全球第二大公司，这反映出这家谷歌母公司已成为人工智能领域最重要 的赢家之一。 Alphabet股价周三上涨2.4%，收盘市值达到3.89万亿美元，超过苹果。苹果周三收盘市值为3.85万亿美 元，股价经历六连跌，累计跌幅近5%，市值蒸发近2000亿美元。周四，二者之间的差距进一步拉大， 苹果开盘下跌1.2%，而Alphabet上涨1.1%。 这是自2019年以来Alphabet的市值首次超过苹果。英伟达仍是全球市值最大的股票，约4.6万亿美元。 Alphabet股价近期持续大涨，2025年累计涨幅超过65%，成为美股七巨头中表现最佳的股票。 Alphabet股价周三上涨2.4%，收盘市值达到3.89万亿美元，超过苹果。苹果周三收盘市值为3.85万亿美 元，股价经历六连跌，累计跌幅近5%，市值蒸发近2000亿美元。周四，二者之间的差距进一步拉大， 苹果开盘下跌 ...

苹果公司（AAPL）周四早盘下跌1.5%。该公司选择摩根大通（JPM）在大约24个月的过渡期内从高盛 （GS）手中接管Apple Card的发行；该信用卡将继续使用万事达（MA）网络，并涉及约200亿美元的 余额转移。 责任编辑：张俊 SF065 苹果公司（AAPL）周四早盘下跌1.5%。该公司选择摩根大通（JPM）在大约24个月的过渡期内从高盛 （GS）手中接管Apple Card的发行；该信用卡将继续使用万事达（MA）网络，并涉及约200亿美元的 余额转移。 责任编辑：张俊 SF065 ...

New Street将苹果的目标价从270美元下调至245美元，维持"中性"评级。(格隆汇) ...

Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, has eclipsed Apple (NASDAQ:AAPL) in market value for the first time since 2020. As of the close of trading on Wednesday, Alphabet’s valuation reached an impressive $3.88 trillion, narrowly edging out Apple’s $3.84 trillion. This reversal comes amid a surge in Alphabet’s shares, reportedly fueled by growing enthusiasm for its advancements in artificial intelligence.Meanwhile, Apple grapples with a downturn in investor sentiment following stock declin ...

格隆汇1月8日｜谷歌母公司Alphabet已超越苹果公司，成为全球市值第二高的公司，这反映出Alphabet 已脱颖而出，成为人工智能领域最显著的赢家之一。Alphabet股价周三上涨2.4%，收盘估值达3.89万亿 美元。这使其一举超过了苹果公司，后者周三收盘市值为3.85万亿美元；此前苹果股价经历了连续六天 的暴跌，市值蒸发了近5%，即约2000亿美元。周四这种分歧进一步扩大，苹果开盘下跌1.2%，而 Alphabet则上涨1.1%。这是自2019年以来Alphabet市值首次超过苹果。英伟达公司目前仍是市值最大的 股票，估值约4.6万亿美元。Alphabet股价近期涨势迅猛，在2025年期间涨幅超过65%，成为"美股七巨 头"中表现最出色的公司。这种强势表现很大程度上反映出市场日益增长的共识，即Alphabet在人工智 能的多个关键领域都具备极佳优势。公司最新的GeminiAI模型广受好评，有助于缓解市场对其面临 OpenAI等公司竞争的担忧；同时，其张量处理单元（TPU）芯片也被视为未来收入增长的潜在重大驱 动力。 ...

来源：市场资讯 （来源：科创100ETF基金） 美股三大指数集体低开，标普500指数跌0.1%，道指跌0.35%，纳指跌0.15%。大型科技股方面，谷歌A 涨1.43%，Meta跌1.01%，苹果跌1.33%，特斯拉跌1.37%。中概股方面，哔哩哔哩涨3.24%，携程涨 1.02%，理想汽车跌1.10%，京东跌1.14%，拼多多跌1.19%。 ...

Goldman Sachs (GS) said Wednesday that it had reached an agreement to move its Apple Card business to Chase (JPM) in a deal that brings the company one step closer to ending its years-long foray deeper into the consumer banking business that became a headache for the firm. “This transaction substantially completes the narrowing of our focus in our consumer business,” Goldman Sachs CEO David Solomon said in a press release statement. The deal still requires regulatory approval and isn’t expected to be fi ...