根据最新披露的13F，截至去年底，东方港湾美股持仓总市值约13.16亿美元，持仓标的缩减至 10只，组合进一步集中。 谷歌取代英伟达成为第一大重仓股，英伟达位列第二，同时微软、苹果、Meta、亚马逊等美国科 技巨头也都是核心配置。 经出版社授权，我们将这篇文章分享给大家。 《"十五五"开局》，中信出版集团3月出版 当前市场上关于人工智能的争论仍在继续。一种常见观点认为，人工智能投入巨大而产出缓慢， 甚至存在泡沫。 这是东方港湾创始人但斌为中信出版集团今年3月出版的新书《"十五五"开局》所写的一篇文章。 汇集了过去一年多他的一些言论，也有一些新的表达，可以完整地看到一个投资从业30多年 的"老价投"如何迭代认知、穿越周期并在AI时代中激流勇进的过程。 放在当下来看，这篇文章有它特别的现实意义。市场对于人工智能的分歧依然很大，但斌态度一 贯的鲜明：如果把时间拉长，人工智能并不是一轮普通的主题投资，而很可能是未来十年最重要 的产业变量之一。 这些年但斌确实也是在用自己的持仓来表达态度。 对此，我持有不同看法。如果我们把视角拉长就会发现，当下人工智能所处的位置，已远远超出 了普通意义上的"技术热点"范畴，而正在成为全 ...

尽管并未单独提及某款产品，但数据初步反映出MacBook Neo的火爆人气，其起售价为599美元（学 生价499美元），瞄准庞大的Windows电脑与Chromebook换机用户市场。 微信编辑 | 苏小 苹果上周推出三款全新Mac机型：MacBook Neo、搭载M5芯片的MacBook Air，以及配备M5 Pro与 M5 Max芯片的MacBook Pro。 苹果首席执行官蒂姆・库克周五表示，本次新品首发创下首次购买Mac用户数量的历史新高。 ...

美股再遭猛烈抛售。 隔夜美股市场全线大跌，纳指重挫超2%，标普500指数大跌1.51%，大型科技股集体收跌。消息面上，据新华 社报道，美国军方正在向中东地区增派3艘军舰和约2500名海军陆战队员。 有分析指出，中东紧张局势持续升级，加剧了市场对战争持续更长时间的担忧，VIX恐慌指数大涨超11%。另 外，能源冲击引发的通胀担忧彻底重塑了全球利率预期，市场不再押注美联储年内降息。 值得一提的是，在美股收盘后，据央视新闻报道，当地时间3月20日，美国总统特朗普在其社交媒体"真实社 交"发文表示，随着他们考虑逐步降级在中东针对伊朗政权所开展的各项重大军事行动，他们已非常接近实现 既定目标。 全线大跌 美东时间3月20日，美股三大指数低开低走，截至收盘，标普500指数大跌1.51%，纳指大跌2.01%，双双收于 2025年9月以来的最低水平；道指跌0.96%，为去年10月以来最低收盘价。 美股大型科技股集体重挫，英伟达、特斯拉大跌超3%，谷歌、Meta大跌超2%，微软、亚马逊跌超1%，苹果 收跌0.39%。 费城半导体指数大跌2.45%，Coherent大跌近8%，英特尔大跌5%，阿斯麦跌超3%，博通跌近3%。 存储概 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜张楠 北京时间3月21日，美股三大指数集体收跌。道指跌0.96%，本周累跌2.11%，连续四周下跌， 创下自2023年2月以来最长的周线连跌纪录；纳指跌2.01%；标普500指数跌1.51%。 欧洲主要股指收盘普跌。德国DAX 30指数跌2%，法国CAC40指数跌1.82%；意大利MIB指数 跌1.97%；英国富时100指数跌1.44%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 45577.47 | 21647.61 | 6506.48 | | -443.96 -0.96% -443.08 -2.01% -100.01 -1.51% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 59068.36 | 3623.68 | 6742.84 | | -1226.84 -2.03% -92.11 -2.48% -202.55 -2.92% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 46110 | 24217.25 | 6588.50 | | -231 -0.50% ...

Hi, I’m Zak and I manage the GPU Driver Performance team at Apple. And today we're going to talk about the M5 and A19 family of GPUs and what they mean for AI and ML on Apple silicon. We've added some powerful new capabilities to the GPU specifically designed to accelerate machine learning workloads, and we'll be diving into what they are and how you can take advantage of them in your own applications.Now, AI and ML are not new to Apple platforms. They're already deeply integrated into the tools and experie ...

Hi, I’m Irfan from Apple’s Graphics, Games, and Machine Learning software group. This year, Apple's new product line has made a significant leap in graphics performance. At the heart of these products is the new Apple Family ten GPU architecture.In the A19, A19 Pro and M5 family of chips. Today, I'll show you how to leverage the new features. Whether you're shipping a Triple-A game, developing a professional app, or pushing the limits of real time rendering.I'll start with the architectural improvements in ...

Watch The Dealmaking 3 of the Week: This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features MLB and Adobe Inc. (Nasdaq: ADBE) expanding their 2021 partnership to enhance digital fans experiences and content delivery, PlaySight and Microsoft Corporation (Nasdaq: MSFT) designing a generative AI analysis tool for pickleball, and Apple Inc. (Nasdaq: AAPL) TV more than tripling its downloads and claiming U.S. numbers boost thanks to its deal with Formula One Group (Nasdaq: FWONK). READ M ...

Core Insights - Apple Inc. (NASDAQ:AAPL) is the largest holding of Berkshire Hathaway, despite a reduction in its stake over recent quarters [1] - Wall Street's skepticism regarding Apple's AI strategy has shifted as concerns about data center spending and ROI have emerged, making Apple's conservative approach appear more sensible [2] - Apple has diversified into services, with Services revenue reaching a record $30 billion, accounting for 21% of total revenue, and boasting gross margins of 76% compared to 40.7% for physical products [4] Financial Performance - Apple spent approximately $12.7 billion in capital expenditures last year, while major tech companies are projected to spend around $600 billion on AI infrastructure by 2026 [2] - The company issued a higher-than-expected revenue growth guidance for the March quarter, driven by a rebound in iPhone demand, although analysts recognize that iPhone sales may not sustain strong growth due to less frequent upgrades [3] Strategic Positioning - With an installed base of 2.5 billion devices, Apple is well-positioned to maintain profitability despite potential stagnation in iPhone sales [4] - YCG Investments highlighted its rationale for purchasing Apple shares during periods of market volatility, indicating confidence in Apple's long-term value [5]

In David E. Kelley’s new Apple TV series ‘Margot’s Got Money Troubles,’ Elle Fanning plays a new mom turned OnlyFans creator navigating the platform’s mix of entrepreneurship, creativity and creeps. https://t.co/9d9LT20Nms ...

Midday Market Momentum and Index PerformanceU.S. equity markets are experiencing a volatile Friday session as investors grapple with a combination of geopolitical instability and technical market pressures. As of midday on March 20, 2026, the major indexes are largely in the red, putting Wall Street on track for its fourth consecutive losing week—the longest such streak in over a year. The midday trading pattern has been characterized by sharp gyrations, exacerbated by today’s "quadruple witching" event, wh ...