Group 1 - Apple Inc. will hold a "special Apple Experience" event on March 4 in New York, London, and Shanghai, showcasing a 3D Apple logo in the invitation [1] - The event is expected to be more intimate than typical live-streamed events and will unveil multiple new products, including the iPhone 17e, MacBook Pro with M5 Pro and M5 Max chips, eighth-generation iPad Air, and 12th-generation iPad [1] - Additional possible launches may include an updated Studio Display, a budget-friendly MacBook with the A18 chip, a new Apple TV, and a HomePod mini [2] Group 2 - Apple is preparing for significant product launches in 2026, focusing on premium iPhone models while delaying standard models due to memory chip constraints [3] - Benzinga's Edge Rankings place Apple in the 94th percentile for quality and the 51st percentile for momentum, indicating mixed performance [4] - Year-to-date, Apple stock has declined by 5.62%, closing at $255.78 after a 2.27% drop on the previous Friday [4]

And five things to know ahead of the opening bell. The US and Iran are set to hold a second round of talks over Iran's nuclear program today. Reports say President Trump's envoy Steve Witoff and his son-in-law Jared Kushner are expected to attend those talks in Switzerland.Starboard Value wants to shake up Trip Adviser. The activist now owns more than 9% of the company and reportedly plans to nominate a majority slate of Trip Advisors board. And the FT is reporting Danaher is nearing an almost10 billion dol ...

is heading for an opening in red as worries about AI-driven disruption unsettled investors after the long weekend, while markets also focused on corporate earnings.Concerns over artificial intelligence sparked a selloff in software firms, brokerages and trucking companies last week, causing Wall Street's three main indexes to log ‌their steepest weekly declines ⁠since ⁠mid-November.Potential ​risks from Chinese AI players also added to the uncertainty. On Monday, Alibaba unveiled a new AI model, Qwen 3.5, ...

新浪合作大平台期货开户 安全快捷有保障 纳斯达克100指数期货下跌0.8%，标普500指数期货下跌0.3%。 投资者对大型云服务提供商高企的资本支出表示担忧，并质疑回报何时才能到来。他们密切关注人工智 能对软件等众多行业的颠覆性影响。 今年以来科技七巨头全线下跌；科技七巨头等权重指数年内累计下跌7.2%。 美股科技七巨头在盘前交易时段走低，交易员休假后重返市场。 科技七巨头全线下跌：苹果跌0.4%，微软跌0.5%，Meta跌1.1%，亚马逊跌0.2%，特斯拉跌1.1%，英伟 达跌1.1%，Alphabet跌0.1%。 责任编辑：刘明亮 美股科技七巨头在盘前交易时段走低，交易员休假后重返市场。 科技七巨头全线下跌：苹果跌0.4%，微软跌0.5%，Meta跌1.1%，亚马逊跌0.2%，特斯拉跌1.1%，英伟 达跌1.1%，Alphabet跌0.1%。 纳斯达克100指数期货下跌0.8%，标普500指数期货下跌0.3%。 投资者对大型云服务提供商高企的资本支出表示担忧，并质疑回报何时才能到来。他们密切关注人工智 能对软件等众多行业的颠覆性影响。 今年以来科技七巨头全线下跌；科技七巨头等权重指数年内累计下跌7.2%。 ...

昨日晚间，苹果给媒体发布了邀请函，预热了新品时间。 Apple TV 4K Early 2026 结合此前爆料来看，苹果春季待发布新品有：iPhone 17e、搭载全新M5 Pro和M5 Max新品的MacBook Pro、iPad Air 8、iPad 12等等，大家觉得苹果最大概 率发布什么？ MacBook Pro Early 2026 如上图所见，邀请函显示Apple将在北京时间3月4日22点在上海举办体验活动，预计届时将发布多款新品。 l l HomePod mini 2 AirTag 2 Early 2026 Early 2026 Low-cost MacBook Early 2026 M5 Mac mini Early 2026 M5 MacBook Air Early 2026 iPhone 17e Early 2026 iPad (A19) Early 2026 M4 iPad Air Early 2026 Apple Home Hub Early 2026 New Displays Early/Mid 2026 M5 Mac Studio Mid 2026 Fall 2026 iPhone ...

Hapag-Lloyd is buying the Israeli shipping company for $35 a share, a 58% premium to the stock's level as of Friday's close. ...

2026年2月17日春节当天，苹果CEO库克在社交平台发布拜年视频，并配文：马年快乐！Happy Year of the Horse！向中国网友送上新春祝福。视频发布后收获网友的大量关注。 除此以外，苹果在除夕夜向媒体发送邀请函，官宣将于北京时间3月4日晚上10点在中国上海、纽约、伦 敦同步举办特别体验活动。这是苹果近年来首次将春季发布会落地中国内地。 根据爆料信息，苹果春季发布会预计将推出多款新品，包括主打性价比的iPhone 17e，升级A19芯片、 支持MagSafe磁吸充电，起售价或为4499元左右，一同亮相的可能还有入门版MacBook，以及iPad等产 品。 据悉，库克发布视频中融入了丰富的"马"元素，既有皮影戏中的骏马，也有奔腾的骏马雕塑。此外， iPhone、MacBook、Apple Watch等苹果产品也在视频中亮相，科技感与年味交融。 ...

Apple Inc. (NASDAQ:AAPL) has announced its plans to launch a new integrated video podcast experience on its Apple Podcasts app this spring.Apple Expands Podcasts Amid Rival PushThis development also aligns with Apple’s broader strategy to bolster its streaming segment, as evidenced by its successful series “Severance” on Apple TV. The new podcasting feature could potentially add another dimension to Apple’s content offering and further strengthen its position in the streaming market.Benzinga's Edge Rankings ...

包括埃隆·马斯克和蒂姆·库克(Tim Cook)，越来越多科技行业领袖发出警示：一场全球性的芯片危机正 在逼近。内存芯片供应趋紧，已开始侵蚀企业利润、打乱既定规划，并抬高从笔记本电脑、智能手机到 汽车、数据中心在内几乎所有科技产品的价格。而这场"内存荒"只会愈演愈烈。 自2026年初以来，特斯拉、苹果等十余家大型企业相继表态，动态随机存取内存(DRAM)的短缺将制约 产能。作为几乎所有科技产品的核心部件，内存供应的收紧牵一发而动全身。库克直言，这将压缩 iPhone的利润空间。美光科技(Micron Technology Inc.)称这一瓶颈"前所未有"。马斯克则点明问题的棘 手程度：特斯拉可能不得不自行兴建内存芯片工厂。 "我们只有两条路：要么撞上芯片之墙，要么自己建厂，"他在1月下旬如此表示。 这场挤压的根源，在于AI数据中心的狂飙扩张。Alphabet Inc.与OpenAI等公司，为运行聊天机器人和各 类应用，正采购数百万枚搭载大容量内存的英伟达AI加速器，吞噬了越来越多的内存产能。消费电子 生产商只能艰难争抢三星电子(Samsung Electronics Co.)和美光(Micron)等企业日益减 ...

科 技 主 线 未 变 ， 但 " 躺 赢 时 代 " 正 在 结 束 如果只看前五大重仓股，大摩的选择并不意外，甚至可以说符合市场共识。 苹果（ Apple）升至第一大重仓股，英伟达（Nvidia）稳居第二，微软（Microsoft）、谷歌 （Google）和亚马逊（Amazon）依然构成组合的中枢。这一结构本身已经说明，大摩并未对科技 板块形成系统性看空判断。在宏观经济增长放缓的预期下，科技巨头凭借强大的现金流储备和垄断 性的市场地位，依然是资金避险与增值的首选港湾。大摩的持仓证明，科技作为未来十年全球经济 增长的核心引擎，其长期逻辑并未因短期波动而改变。 但细节更重要，魔鬼往往藏在数据的褶皱里。 在整体科技敞口保持稳定的同时，大摩显著降低了指数化、被动化的暴露。数据显示，其前十大持 仓合计占比仅 22.15%，远低于典型"抱团型"组合中常见的 30% 甚至 40% 的集中度。这意味 着，大摩并不指望靠市场整体的 Beta（贝塔收益）获得超额收益，而是开始更强调个股差异带来 的 Alpha（阿尔法收益）。 在美股高位震荡、宏观不确定性反复出现的背景下，投资者的情绪正陷入前所未有的撕裂。一边是 AI 浪潮带 ...