According to Counterpoint Research, Apple could capture 46% of the North American foldable smartphone market in 2026—a staggering share for a product that doesn't yet exist. And that projection is already forcing rivals into defensive mode.The battle for foldables isn't coming. It's starting now.Rivals Are Repositioning Ahead Of LaunchThe shift is clear: OEMs are doubling down on book-type foldables—larger, productivity-focused devices that align more closely with what Apple is likely to launch. Samsung is ...

Core Viewpoint - Apple CEO Tim Cook has dismissed rumors regarding his retirement, emphasizing his commitment to the company and his enjoyment of his role [2][3]. Group 1: Leadership and Management - Tim Cook stated that he has not indicated any plans to step down, expressing his deep love for his work at Apple since joining 28 years ago [2]. - Recent executive departures, including the AI chief, top lawyer, and a key design executive, have raised questions about Cook's leadership style in the context of the evolving artificial intelligence landscape [3]. Group 2: Company Developments - Apple is approaching its 50th anniversary on April 1, 2026, which is a significant milestone for the company [3]. - The company is anticipated to launch its first foldable iPhone and AI glasses within the year, alongside efforts to improve the Siri experience that was not delivered in 2025 [4].

In this article@LCO.1Nicolai Tangen, chief executive officer of NBIM, at the Norges Bank Climate Conference in Oslo, Norway, on Oct. 21, 2025.Naina Helén Jåma | Bloomberg | Getty ImagesEuropean markets are facing a crisis and must get their act together to fix it, the head of the world's biggest individual investor has said. Speaking to CNBC's Charlotte Reed on the sidelines at the Euronext Annual Conference in Paris, France, Nicolai Tangen, CEO of Norges Bank Investment Management (NBIM), called on Europe ...

Apple Inc. (NASDAQ:AAPL) ranks among the best FAANG+ stocks to invest in right now. Evercore ISI reaffirmed an Outperform rating and $330 price target for Apple Inc. (NASDAQ:AAPL) on March 5 in response to the company’s revamped MacBook product range, which includes the $599 MacBook Neo. The new lineup comes with the latest M5 chips, whereas the MacBook Neo has the A18 Pro chip, which improves AI performance, memory, and battery life. The MacBook Neo’s debut solidifies Apple’s position in the midrange PC ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【英伟达押注下一个万亿级机遇 入局 AI 服务器系统】 当地时间 16 日，美国芯片制造商——英伟达公司年度开发者大会，在美国加利福尼亚州圣何 塞开幕，并将一直持续到 19 日。当天，英伟达首席执行官黄仁勋发表了约两个半小时的主题 演讲，称到 2027 年底，公司旗下新一代 AI 加速芯片将至少创收 1 万亿美元。 在百度 AI DAY 活动上，百度正式发布"家用小龙虾"——小度龙虾，据悉，该产品将 OpenClaw 复杂任务能力引入家庭空间。 【阿里发布全球首个企业级 Agent 平台"悟空"】 阿里巴巴发布全球首个企业级 AI 原生工作平台"悟空"，让每个团队、每家公司，都能拥有一 支 24h 工作的"龙虾军团"。据了解，悟空是一款独立应用，即日起开启邀测，也将直接内置 到超 2000 万企业组织的钉钉之中。 此外，英伟达首席执行官黄仁勋表示， AI 推理市场拐点已经到来 ...

Apple needs to ease app store restrictions and fix “monopolistic” practices, the Chinese ruling party’s flagship newspaper said https://t.co/RFTgYJpsd0 ...

Investment Rating - The report maintains a "Recommended" investment rating for the media and internet industry [4] Core Insights - The media industry experienced a decline of 3.23% from March 9 to March 15, 2026, while the Shanghai Composite Index decreased by 0.70% and the Shenzhen Component Index by 0.76% [12] - Key sectors such as gaming, television broadcasting, film, advertising, digital media, and publishing saw respective declines of 3.45%, 1.70%, 4.18%, 3.83%, 3.36%, and 0.78% [12] - The report highlights significant developments in AI applications, gaming, and film sectors, indicating potential growth areas [8][36] Summary by Sections 1. Market Performance - The media industry (Shenwan) declined by 3.23% during the week of March 9-15, 2026, compared to a 0.19% increase in the CSI 300 index [12] - The gaming sector specifically saw a decline of 3.45% [12] 2. Key Industry Data 2.1 AI Applications - OpenRouter platform token call volume reached 16.9 trillion, up 14.19% week-on-week, with domestic models dominating the top five [18] - Notable downloads for AI applications on iOS included Deepseek at 31.13 million, with a week-on-week increase of 7.39% [18] 2.2 Gaming - Apple reduced the commission rate for in-app purchases in China from 30% to 25%, and for eligible small businesses from 15% to 12% [3] - The top five mobile games on iOS in China as of March 14, 2026, were "Honor of Kings," "Peacekeeper Elite," "Fearless Contract: Source Action," "Delta Action," and "Endless Winter" [22] - The overseas revenue for Chinese mobile games in February saw a significant increase of 221% [25] 2.3 Film - Domestic box office revenue for the week of March 9-15 was 372 million yuan, with 13 films set to release the following week [31] - The top film was "Racing Life 3," grossing 128.99 million yuan, accounting for 34.60% of the total box office [34] 3. Industry Key Events and Announcements - Tencent's AI assistant "WorkBuddy" was officially launched on March 9, 2026, enhancing productivity tools [35] - Nvidia introduced the Nemotron 3 Super AI model, featuring 120 billion parameters, significantly boosting throughput [35] - Baidu launched a zero-deployment service called DuClaw, facilitating easier access to AI tools [35] 4. Investment Recommendations - The report expresses optimism towards AI applications and cultural exports, recommending focus on gaming, IP, short dramas, marketing, and publishing sectors [36] - Specific companies highlighted for potential investment include Giant Network, Perfect World, and Mango Super Media among others [36]

Group 1: Gold Stocks - Gold stocks showed recovery, with Zijin Gold International rising by 4.08%, Lingbao Gold by 2.97%, and Chifeng Jilong Gold by 3.56% as spot gold prices rose above $5020 per ounce [1] Group 2: JD Logistics - JD Logistics saw a nearly 4% increase, with projected revenue growth of 18.8% for 2025, significantly higher than the 9.7% growth in 2024, driven by rapid growth in instant delivery services [2] Group 3: China Glass - China Glass experienced a nearly 5% decline after issuing a profit warning, expecting a loss of up to 5.8 billion yuan for the fiscal year ending December 31, 2025, a significant increase from the 964 million yuan loss in 2024, attributed to weak domestic demand in the glass market [2] Group 4: Aide New Energy - Aide New Energy's stock rose by 5.56% following the announcement of a strategic investment of 39.5 million AUD in Horizon Minerals, increasing its stake to approximately 9.95% [2] Group 5: Zhaoyan New Drug - Zhaoyan New Drug's stock fell by 6.47% after shareholders announced plans for a significant reduction in A-share holdings [3] Group 6: Gaming Stocks - Gaming stocks saw a general increase, with notable gains from companies like Bilibili and NetEase, following reports of reduced commission rates by Apple and Google for app stores [3] Group 7: Automotive Stocks - Automotive stocks continued their upward trend, with Li Auto rising by 3.15% and Geely by 5.11%, supported by the recent release of new vehicle models by various manufacturers [4] Group 8: Weigong Holdings - Weigong Holdings' stock plummeted by 18.46% after announcing plans for privatization at a cash price of 0.28 HKD per share, representing a 13.8% discount from the last trading price [5] Group 9: Chinese Securities Firms - Chinese securities stocks collectively rose, with CITIC Securities increasing by 7.03% and GF Securities by 5.21%, reflecting positive market sentiment [5] Group 10: AI and Technology Stocks - AI-related stocks saw gains, with OpenRouter reporting that China's AI model usage surpassed that of the U.S. for two consecutive weeks [5] Group 11: U.S. Market Performance - Futu Holdings reported a 45.3% year-on-year revenue increase for Q4 2025, with total revenue reaching 6.438 billion HKD (approximately 827 million USD) [6] - Semiconductor stocks rose, with companies like Marvell Technology and AMD seeing increases, amid expectations of a new price hike in the semiconductor industry [6] - NIO's stock rose by 2.9% after reporting a 46.9% increase in vehicle deliveries for 2025, with total revenue growth of 33.1% [8]

早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 英伟达连发7款芯片，黄仁勋演讲：1万亿营收、LPU、太空芯片、一键"养虾" 21世纪经济报道新质生产力研究院综合报道 北京时间17日凌晨，"AI春晚"英伟达年度GTC大会拉开帷幕，在GTC大会上，英伟达宣布，Vera Rubin （最新芯片架构）目前已有七款新芯片全面投入生产，Vera Rubin平台正在开启 Agentic AI新时代，构 建全球最大的AI工厂。 英伟达CEO黄仁勋在长达两个半小时的演讲中，对AI产业的软硬件概念进行了一场"地毯式轰炸"。 1. 算力需求与经济重构：黄仁勋宣布计算需求进入"百万倍增长"阶段，将2027年前算力需求预测从5000 亿美元翻倍至1万亿美元，提出"代币工厂"概念，指出未来数据中心将生产智能代币；英伟达通过"协同 设计"实现世界一流单位代币成本，要求全球CEO管理"代币产出率"。 2. 架构融合与推理加速：发布下一代Vera Rubin架构，采用全液冷设计及Vera CPU，整合Groq确定性流 处理器技术，通过Dynamo软件实现"解耦推理" ...

From @WSJopinion: Apple’s cheap AI bet could pay off big. What the iPhone maker has that the others lack is an unparalleled customer base, writes Daniel J. Arbess.https://t.co/3h6GJQp0zE ...