Core Viewpoint - Apple's annual shareholder meeting highlighted CEO Tim Cook's approved salary of $74.3 million for the fiscal year 2025, equivalent to approximately 510 million RMB, raising discussions about executive compensation and performance alignment [1][2]. Compensation Breakdown - Tim Cook's compensation consists of four main components: a base salary of $3 million, stock awards valued at $57.5 million, a performance cash bonus of $12 million, and other compensation totaling $176,000 [2][3]. - The base salary has remained unchanged since 2016, representing a small portion of the total compensation [2]. - Stock awards account for over 77% of the total compensation, designed to align Cook's interests with Apple's long-term performance [3]. - The performance cash bonus is contingent on Apple's annual revenue and profit targets, emphasizing a pay-for-performance structure [3]. Board of Directors - Two aging board members, Art Levinson and Ron Sugar, were granted exceptions to remain on the board despite reaching the retirement age of 75, reflecting Apple's cautious approach during a critical transition period [6]. - The decision to retain experienced board members aims to stabilize leadership amid challenges such as AI lag and increased competition in the Chinese market [6]. - The potential successor to Cook, John Ternus, is noted for his hardware expertise but lacks the broader vision and experience that Cook possesses, raising concerns about the future leadership transition [9].

相比手机内存，PC内存的涨幅或将更猛。集邦咨询认为，PC DRAM方面，DDR4和DDR5价格在2026年 第一季度环比增长105%~110%。 相比内存，闪存的涨幅将相对较小。集邦咨询称，NAND Flash总体在2026年第一季度将环比增长 55%~60%。 存储价格的持续上涨，且上涨势头不减，这也给消费电子大厂带来压力。据韩国媒体1月底报道，韩国 两家存储芯片供应商三星和SK海力士已经完成与苹果的谈判，将大幅上调2026年一季度供应给苹果 iPhone低功耗DRAM（LPDDR）的价格。其中，三星报价较前一季度涨幅超过80%，SK海力士给出的 涨幅接近100%。 曾经车规级芯片的涨价缺货潮，令大量国产芯片有机会接受车规级认证，从而打入汽车市场。而这一波 存储芯片涨价潮，历史还会再次上演吗？ 2025年下半年以来，存储芯片持续涨价，这也令手机厂商承压。有消息称，苹果正在评估引入中国存储 厂商长江存储与长鑫存储，以满足存储供应的潜在需求。 存储芯片主要分为内存和闪存。长鑫存储为国内头部DRAM（内存）厂商，而长江存储为国内头部 NAND Flash（闪存）厂商。 存储涨价，手机厂商压力骤增 据"CFM闪存市 ...

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从市场份额来看，当周华为以18.3%的市场份额登顶，苹果紧随其后，市场份额为18.2%。OPPO （16.3%，含一加 2.8%；真我 1.3%）、vivo（16.3%，含iQOO 4.8%）、小米（14.1%）、荣耀 （12.8%） 分居第3至第6名。 子品牌方面，REDMI K90约110.5万，REDMI K90 Pro Max约37.05万 ，REDMI Turbo 5系列 约32.06万； iQOO 15约75.63万，iQOO 15 Ultra约1.48万，iQOO Neo 11约60.97万，iQOO Z11 Turbo约15.37万；一加 15约37.01万，一加 Ace 6约53.3万，一加 Ace 6T约32.69万。 作为参考，iPhone 17系列的累计销量约2093.27万。 2月25日，科技博主@RD 观测 发布的数据显示，截至2026年第六周（2月8日），小米 17系列销量 （Sell out）约350.46万，其中小米 17 Ultra约14.49万；华为 Mate 80系列约311.05万；vivo X300 系列约 145.44万；OPPO Find X9系列约116.77 ...

"The educators recognized this year demonstrate a consistent commitment to student achievement and measurable growth,†said Alicia Winckler, CEO of Golden Apple. "By modeling excellence in the classroom, they help students build the persistence and critical thinking required for long-term academic success.†The selected 2026 Golden Apple Award recipients will be surprised in the spring. Northwestern University generously provides a spring sabbatical to award recipients at no cost. Each recipient receives a ...

ATLANTA--(BUSINESS WIRE)--Maxio announces Apple Pay support within Maxio Payments, enabling businesses to collect payment faster and more securely. ...

Core Viewpoint - Spanish antitrust officials have indicated that Apple and Amazon.com did not promptly comply with an order to amend contract clauses related to Amazon's role as a reseller of Apple products [1] Group 1 - Spanish antitrust authorities are monitoring the compliance of Apple and Amazon regarding contractual agreements [1] - The order in question pertains to the terms under which Amazon resells Apple products [1]

Spain's antitrust watchdog says Apple, Amazon took too long to refine anti-competitive contracts | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of Apple company is seen outside an Apple store in Bordeaux, France, March 22, 2019. REUTERS/Regis Duvignau/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Amazon.com Inc]Follow[Apple Inc]FollowMADRID, Feb 25 (Reuters) - Apple [(AAPL.O), opens new tab] and Amazon ...

格隆汇2月25日｜谷歌盘前涨0.6%，亚马逊涨0.59%，微软涨0.48%，Meta涨0.4%，特斯拉涨0.31%，苹 果跌0.29%。 ...

当地时间2月24日，苹果召开了2026年度股东大会，大会通过了4项提案，否决了1项提案。库克退休一事并未在股东大会中提及，提案也都与苹果的AI业 务发展无直接关系，但苹果的AI战略进展如何、库克何时退休仍是外界的关注焦点。 此次股东大会，苹果股东表决通过了董事会成员提名、聘用会计师事务所、高管薪酬、非员工董事股票激励这4项提案。共有8名董事人选在股东大会上获 得投票通过，他们的任期将至2027年股东大会时结束。 其中，董事会主席为阿特·莱文森（Art Levinson），他已满75岁，此前有市场消息称阿特·莱文森可能在2026年退休并离开苹果董事会，由现任CEO库克接 任董事会主席，但目前看，阿特·莱文森仍将继续担任该职务，库克未成为董事会主席。 除了阿特·莱文森和库克，苹果新一届董事会成员还包括Wanda Austin、Alex Gorsky、Andrea Jung、Monica Lozano、Ron Sugar、Sue Wagner，这几人也都 是上一届的连任。 （来源：第一财经） 苹果高管的薪酬方案也在股东大会上获得通过。其中，库克2025年的薪酬为7429万美元，略低于前一年的7461万美元。7429 ...