Core Viewpoint - Apple has acquired assets from invrs.io and hired its sole employee, the founder Martin Schubert, to enhance its capabilities in photonics research and AI-assisted design [1][3]. Group 1: Acquisition Details - Apple informed the EU in October of last year about the acquisition of certain assets from invrs.io LLC, which focuses on developing an open-source framework for photonics research [3]. - The acquisition includes hiring Martin Schubert, who previously worked as a research scientist at Meta and has over a decade of experience at Google and Micron Technology [3]. Group 2: Company Focus and Goals - invrs.io aims to advance AI-assisted design, initially focusing on the optical field, which is crucial for components in AR/VR devices, data centers, and autonomous vehicles [3][4]. - The company is building an open ecosystem for AI scientists, optimization algorithm researchers, and optical design engineers, featuring various open-source projects including standardized design tasks and optimization tools [3]. Group 3: Potential Applications - It remains unclear how Apple plans to utilize these tools and what specific role Schubert will play within the company [4]. - Photonics is closely related to many of Apple's products, including camera systems, displays, sensors, and LiDAR scanners, with invrs.io's tools potentially aiding in the design of future iPhone, iPad, and Apple Vision Pro models [4].

Core Insights - The discussion centers around the performance and outlook of major tech companies, particularly Nvidia, Tesla, and the so-called "Magnificent Seven" (Mag-7) stocks, which include Apple, Microsoft, Meta, Google, Amazon, and Nvidia. The sentiment is cautious, with a focus on the potential for volatility in the market and the importance of strategic investment decisions. Group 1: Nvidia and Market Sentiment - Nvidia's upcoming earnings report is anticipated with uncertainty, as past earnings have not consistently led to stock price increases despite strong performance [4][5][20] - The speaker has reduced their Nvidia position, citing a lack of confidence in the stock's ability to maintain upward momentum post-earnings [6][22] - The overall market sentiment indicates that while 60% of S&P 500 stocks are outperforming the index, the Mag-7 stocks have seen pullbacks, suggesting a potential shift in market dynamics [7] Group 2: Analysis of Major Tech Companies - Apple is viewed as having the best risk-reward profile in the market, with expectations of steady returns through buybacks, although it may not double in value [8][60] - Microsoft is compared to Exxon in terms of forward P/E ratios, with a preference for holding Microsoft due to its growth potential [8][13] - Meta is seen as a strong contender in the AI space, with a recommendation to buy if the stock price falls below $620 [9] Group 3: Memory and Semiconductor Sector - The memory market is experiencing significant price increases, with prices for SanDisk memory cards reportedly doubling over the last 90 days due to supply constraints [25][29] - The speaker believes that the memory bottleneck will persist, contrary to some analysts who predict an expiration date for this issue [26] - Companies like Seagate, Western Digital, and Micron are highlighted as potential investment opportunities within the memory sector [27][29] Group 4: Energy Sector Insights - The energy sector has shown strong performance, with a 23% increase year-to-date, and specific companies like Devon Energy and Schlumberger are recommended for their solid fundamentals [30][32] - The speaker emphasizes the importance of dividends and low debt in selecting energy stocks, with MPLX highlighted for its attractive yield [33] Group 5: Investment Strategy and Tools - The use of analytical tools like TrendSpider and Seeking Alpha is emphasized for making informed investment decisions, particularly in volatile markets [34][36] - The speaker advocates for a buy-and-hold strategy, focusing on a limited number of stocks to manage effectively [56][86] - The importance of having cash reserves for potential market dips is also noted, allowing for strategic buying opportunities [72][74]

当地时间周二，苹果宣布将于今年晚些时候在休斯顿启动Mac mini生产，这将是该产品首次实现"美国 制造"。新工厂将落户休斯顿园区，使园区面积翻倍，并创造数千个就业岗位。 与此同时，苹果将同步扩大该厂的先进AI服务器产能。该业务自2025年启动以来已提前完成生产目 标，所组装的服务器（含本地生产的逻辑板）已供应苹果在全美各地的数据中心。 当地时间周二，苹果宣布将于今年晚些时候在休斯顿启动Mac mini生产，这将是该产品首次实现"美国 制造"。新工厂将落户休斯顿园区，使园区面积翻倍，并创造数千个就业岗位。 与此同时，苹果将同步扩大该厂的先进AI服务器产能。该业务自2025年启动以来已提前完成生产目 标，所组装的服务器（含本地生产的逻辑板）已供应苹果在全美各地的数据中心。 责任编辑：于健 SF069 苹果CEO蒂姆·库克在社交平台X上发帖称："作为我们6000亿美元投资计划的一部分，Mac mini将于今 年晚些时候首次在美国进行生产！我们正在进一步加快步伐——生产更多的AI服务器，并开设一家全 新的苹果先进制造中心，用于提供实践培训。" 苹果CEO蒂姆·库克在社交平台X上发帖称："作为我们6000亿美元投资计 ...

IT之家 2 月 25 日消息，苹果首席执行官蒂姆 · 库克昨日（2 月 24 日）在 X 和微博平台发布动态，纪念美国苹果公司联合创世人史蒂夫 · 乔布斯诞辰 71 周 年。 他于 1976 年与沃兹尼亚克在车库创立苹果，推出了 Apple I 和 Apple II，确立个人电脑发展方向。1985 年因权力斗争离开苹果，先后创立 NeXT 公司和皮克 斯动画工作室（Pixar）。 1997 年回归陷入危机的苹果并出任 CEO，凭借 iMac、iPod 和 iTunes 商店让苹果焕发新生。2007 年发布 iPhone，开启了现代智能手机和移动互联网时代。 IT之家附上库克微博内容如下： Steve 是一位卓越的领导者、创新者与挚友，他改变世界的理念引领我们不断前行。 今天是他的诞辰，我们共同纪念他非凡的一生与不朽的影响。 Steve was an incredible leader, innovator, and friend whose world-changing ideas moved all of us forward. Celebrating his remarkable life and le ...

据知情人士透露，苹果期待已久的触屏笔记本电脑将为 Mac 系统界面带来重大革新，其中就包括移植 iPhone 上的灵动岛功能。 知情人士表示，苹果首批触屏 Mac 电脑定于今年秋季推出，灵动岛将位于屏幕顶部中央。 苹果正为 14 英寸和 16 英寸 MacBook Pro 进行升级，新增触屏功能，并采用与 iPhone 相同的 OLED屏 幕技术。 灵动岛是屏幕上集成摄像头并展示软件交互界面的区域，2022 年首次在 iPhone 上亮相。用户可通过它 便捷查看通知、赛事比分与媒体控制界面，也能适配第三方应用，例如查看外卖订单进度。 苹果计划在 3 月第一周发布包括 Mac 新品在内的多款产品，但触屏版 MacBook Pro 不会在此次发布中 登场。该机型内部代号为 K114 和 K116，预计 2026 年末上市。 Mac 版灵动岛将围绕摄像头的打孔式开孔设计，尺寸小于现款 iPhone 的药丸型刘海。苹果还计划在今 年 iPhone 18 Pro 与 18 Pro Max 上采用更小的全新灵动岛设计。 触屏 Mac 的推出对苹果而言是重大转变。该公司数十年来一直不看好触屏笔记本，联合创始人史蒂 夫・乔布 ...

Houston, we have some production. Apple announced Tuesday that it will be making its Mac Mini desktop computer in the US for the first time, shifting some manufacturing from its Asian plants, and will also increase AI server production at its existing Houston facility.The California-based tech giant also said it will open the Advanced Manufacturing Center, a 20,000-square-foot facility where students, supplier employees and businesses will receive hands-on training in making Apple products, in the same city ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027.He later told officials he now “slept with one eye open.”Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full invasion, sits ...

当地时间2月24日，美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。 大型科技股多数上涨，英特尔涨超5%，特斯拉、奈飞、苹果涨超2%，微软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。PayPal两个交易日 累计上涨13%，创2022年以来最大同期涨幅。 苹果市值一夜增加875亿美元（约合人民币6023亿元）。 汤森路透涨超11%。当地时间2月24日周二，Anthropic在直播活动中发布面向Claude Cowork智能体的10款全新AI插件工具，覆盖投资银行、财富管理、 HR、私募股权（PE）及工程设计等多个垂直场景，旨在自动化上述专业领域工作流程，将AI agent与投行、人力资源等工具深度关联。Anthropic企业产品 负责人Scott White对媒体表示，Claude的目标是为客户带来更好的结果，而非取代他们。Anthropic发布会期间，多家合作伙伴股价走高。 AMD涨超8%。据媒体报道，Meta与AMD达成了一项为期五年的重磅AI芯片及设备采购协议，交易总价值预计在600亿美元至逾1000亿美元之间。 根据最新披露的协议内容，Meta将在未来 ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027. He later told officials he now “slept with one eye open.”He wasn’t alone. Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and Advanced Micro Devices Inc (NASDAQ:AMD) CEO Lisa Su were in the room. The meeting, revealed Tuesday in a New York Times investigation, was arranged after then-Commerce Secretary Gina Raimondo grew frustrated that Silicon Valley wouldn’t ...

美股三大指数集体收涨，纳指涨1.04%，标普500指数涨0.77%，道指涨0.76%。半导体板块领涨，AMD 收涨逾8%，英特尔涨近6%，台积电涨超4%。大型科技股多数上涨，特斯拉、奈飞、苹果涨超2%，微 软、亚马逊涨逾1%，英伟达、Meta小幅上涨；谷歌小幅下跌。 来源：市场资讯 （来源：科创100ETF基金） ...