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AMZN, AAPL and MSFT Forecasts – Mag 7 Looking to Rise
FX Empire· 2026-03-25 13:25
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...
纳德拉交棒背后:AI正在重新定义CEO的生死线
财富FORTUNE· 2026-03-25 13:08
微软(Microsoft)的首席执行官萨蒂亚·纳德拉在2025年10月告知员工,他将不再分管公司的商业业务。他表示此举旨在将更多精力投入到微软的技术研 发,尤其是人工智能领域中。纳德拉阐明,微软的持续成功取决于为客户提供全新的人工智能能力,从而成为"人工智能转型的首选合作伙伴"。 除了加速高管的更迭之外,人工智能的广泛应用还可能改变首席执行官群体的人口结构。行业观察人士预计,随着董事会寻求精通人工智能技术的领导 者,下一批履新的首席执行官将更趋年轻化。鉴于人工智能将加速企业内部的变革,首席执行官们也需要凭借年轻特质——或者至少保持年轻心态——来 抵御职业倦怠。 "在颠覆周期压缩与内在风险并存的背景下,董事会期望首席执行官是人工智能原住民。"高管猎头公司Boyden的首席执行官查德·赫斯特斯称,"你不仅要 深刻理解这些技术,还要明白这绝非一场渐进式变革。" 大型科技企业的长期发展,与人工智能的成功密不可分,这绝非偶然。出身产品研发领域的纳德拉,正在为其他资深首席执行官们开辟道路,示范如何直 面人工智能的崛起并把握发展机遇:微软对OpenAI的早期投资,以及将ChatGPT整合至Azure云平台的举措,都是在他任 ...
Market Futures Surge as U.S.-Iran Peace Plan Ignites Hopes for De-escalation
Stock Market News· 2026-03-25 13:07
U.S. stock market futures are pointing toward a significantly higher open this Wednesday, March 25th, 2026, as investors react with optimism to reports of a potential diplomatic breakthrough in the Middle East. Premarket activity has been dominated by news that the U.S. administration has drafted and delivered a 15-point peace proposal to Iran via Pakistani intermediaries. This development has triggered a sharp reversal in the cautious sentiment that characterized Tuesday’s session, leading to a broad-based ...
Addigy Expands European Investment as Apple Device Adoption Soars Across the Region
Businesswire· 2026-03-25 13:05
Addigy Expands European Investment as Apple Device Adoption Soars Across the Region Mar 25, 2026 9:05 AM Eastern Daylight Time Addigy Expands European Investment as Apple Device Adoption Soars Across the Region Share Taps Former Jamf Executive Michel van den Berg to Lead European Growth MIAMI--(BUSINESS WIRE)-- Addigy, the leader in Apple device management for managed service providers (MSPs) and IT teams, today announced a significant expansion of its investment in Europe as demand for Apple device managem ...
为什么是中国?iPhone增长逻辑的最后拼图
美股研究社· 2026-03-25 11:50
【如需和我们交流可扫码添加进社群】 当全球智能手机进入存量博弈,真正决定增长的,不再是技术本身,而是"谁还能撬动用户换 机"。 现在的手机市场,像是一潭看似平静的深水。表面上看,创新已经挤不出什么水花了,屏幕更 大、芯片更快、拍照更清,但这些边际改进很难再让用户掏出钱包。 全球出货量连续几个季度的低迷,似乎都在印证一个结论:智能手机的黄金时代结束了。但有 意思的是,在这片灰暗的背景下,摩根士丹利的一份调查却扔出了一颗石子——iPhone 的购 买意向创下了历史新高,而这股热浪的源头,直指中国市场。 这不仅仅是一个区域市场的反弹,更像是一个信号:当全球都在为"下一个爆款"焦虑时,真正 的增长逻辑正在发生位移。 全 球 停 滞 中 的 " 例 外 " : 中 国 正 在 重 启 换 机 周 期 当苹果公司在全球市场面临增长瓶颈时,摩根士丹利的调查却释放出一个反直觉信号—— iPhone 购买意向创历史新高,而驱动力主要来自中国市场。 这一现象的核心,并不在于中国市场"更热",而在于它正处于一个不同步的周期位置。过去几 年,全球智能手机出货量持续下滑,欧美市场的换机周期被明显拉长,用户对性能提升的边际 感知减弱。 ...
手机全面涨价,这回有得等了
创业邦· 2026-03-25 10:44
刻画这个时代(的前沿科技) 来源丨远川科 技评论(ID: kechuangych ) 以下文章来源于远川科技评论 ,作者何律衡 远川科技评论 . 作者丨 何律衡 编辑丨李墨天 图源丨Midjourney 嚷嚷了小半年的手机涨价,终于等到了靴子落地。 OPPO打响第一枪,对A系列、K系列和一加部分在售机型进行"价格调整"。vivo随后跟进,公告调整 vivo及IQOO部分产品零售价。 其他品牌则是悄悄动手,红米Turbo 5线下门店售价微微上调100元;荣耀发布的新一代折叠手机 Magic V6,较上代产品默不作声涨了1000元。 手机集体涨价的原因,各家机构报告早有预告: 存储芯片 。 去年下半年以来,存储芯片进入史诗级涨价潮,研究机构TrendForce从去年10月至今,三次公开上 调 了 2026 年 第 一 季 度 DRAM 价 格 的 环 比 涨 幅 预 期 , 按 照 最 新 预 测 , 涨 幅 已 经 接 近 翻 倍 (90%-95%) [2] 。 究其源头,则是AI基础设施需求爆发,三星、SK海力士、美光三大存储芯片厂商产能被迅速榨干。面 对暴增的利润,对供应链成本斤斤计较的手机品牌,率先被踢下 ...
Market Surge: U.S. Futures Rally as Diplomatic Breakthrough Eases Geopolitical Tensions
Stock Market News· 2026-03-25 10:07
Premarket Momentum and Futures OutlookWall Street is signaling a robust opening for Wednesday, March 25th, 2026, as investors react with optimism to a sudden diplomatic shift in the Middle East. U.S. stock futures climbed sharply in the early hours following an announcement from the White House regarding a comprehensive 15-point peace proposal aimed at de-escalating the ongoing conflict between the U.S. and Iran. This geopolitical breakthrough has triggered a "risk-on" sentiment across global markets, leadi ...
Morning Brief: 3 factors have made for big historical stock market losses
Yahoo Finance· 2026-03-25 10:00
One of the most potent is that stocks usually go up . Another is that stocks usually have pullbacks greater than 10% every year. (The average drawdown in the last 40 years is 14.2% intrayear, according to JPMorgan.)See what else is trending on Yahoo Finance .🍏 Apple plans AI reboot with Siri app, 'Ask Siri' button. Pencil in June 8 on your calendars.🎮 Fortnite parent Epic Games to lay off more than 1,000 . The company says it's due to slower growth and NOT because of AI.🍪 Arm has a new AI chip . It expects ...
Apple rolls out ads for Maps as advertising revenue grows
Yahoo Finance· 2026-03-25 09:40
This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: Apple plans to roll out a functionality that will allow marketers in the U.S. and Canada to post ads on Maps starting this summer, according to a press release. The ads will appear when consumers use the search function in the app, as well as a new Suggested Places functionality. The ad option is part of a new Apple Business platform, which is se ...
公司问答丨泰凌微:公司和很多国内外一线客户有合作关系 其中包括英伟达
Ge Long Hui A P P· 2026-03-25 08:51
格隆汇3月25日|有投资者在互动平台向泰凌微提问:公司是否给华为、英伟达、苹果等供货?泰凌微 回复称,公司和很多国内外一线客户有合作关系,其中包括英伟达(Nvidia)。公司是苹果MFi官方授权 成员。公司方案支持客户产品接入苹果HomeKit及Find My生态。 ...