华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 微软AI支出引爆忧虑，股价暴跌10%，拖累美股大盘。贵金属巨震。 纳指跌0.72%。微软一度暴跌12%、收跌10%，创2020年以来最大日跌幅，市值蒸发是美股史上第二大。Meta大涨超10%。特斯拉跌超3%。周四美股盘后公 布业绩后，苹果一度涨超2%、闪迪大涨12%。 10年期美债收益率小幅下跌0.6个基点至4.233%。 币圈重挫。比特币大跌6%、至两个月低点。以太坊跌超7%、跌破2800美元。 金价早盘曾大涨3.3%、逼近5600美元历史高位后跳水，一度较日高暴跌近9%，随后跌幅收窄。白银创下121美元的历史新高后，一度重挫超12%。铜价一度 大涨超11%，随后涨势回落、日内纽铜仍涨超6%。美伊局势支撑原油三连涨、日内涨3%，美油站上65美元。 亚洲时段，沪指震荡收涨，白酒爆发、贵州茅台涨逾8%，地产大涨，恒科指跌1%，芯片调整，沪金银铜飙升。 要闻 中国 习近平会见英国首相斯塔默。中英双方在英国首相斯塔默访华期间达成一系列积极成果。 外交部回应：中国已批准进口首批英伟达H200人工智能芯片？黄仁勋：此次访华行程"非常成功" ...

分组1 - Apple Inc. reported its most recent earnings results, indicating strong brand and healthy fundamentals, but growth for the year is expected to be modest [1] - The focus of Cash Flow Club is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can lead to rewarding investments when bought at the right time [1] 分组2 - The article highlights the importance of cash flows and access to capital in evaluating investment opportunities, particularly in sectors like energy midstream, commercial mREITs, BDCs, and shipping [1]

I am proud to say that we just had a quarter for the record books. We are reporting our best ever quarter with 143.8% billion in revenue, up 16% from a year ago and exceeding our expectations. The demand for iPhone was simply staggering with revenue growing 23% year-over-year and all-time records across every geographic segment. ...

Apple Increasingly Looks to India for Sales and ManufacturingCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---18 hours ago# Apple Increasingly Looks to India for Sales and ManufacturingBy[Adam Levine]Though this quarter gave some relief on the demand-side, China presents a lot of risk to Apple. Its sales can have a large effect on companywide revenue, and even after years of supply diversification efforts, most Apple devices are still assembled in China.The only count ...

IT之家 1 月 30 日消息，当地时间周四，苹果公司表示已完成对以色列 AI 初创公司 Q.ai的收购。该公司专注于音 频领域的人工智能技术开发。苹果未披露此次交易的具体条款。 据《金融时报》援引消息人士报道，苹果此次收购斥资近 20 亿美元（现汇率约合 139.12 亿元人民币）。这是苹 果公司有史以来第二大收购案，仅次于 2014 年以 30 亿美元收购 Beats。 苹果硬件技术高级副总裁 Johny Srouji 表示，Q.ai在影像与机器学习结合方面具有创新能力，公司对其加入表示欢 迎，并对未来发展充满期待。 Q.ai技术聚焦音频 AI 与低音量语音识别 苹果未具体说明将如何应用 Q.ai的相关技术，但表示该公司致力于利用机器学习开发新型应用，以帮助设备理解 低声或耳语语音，并在复杂环境中提升音频质量。 公开资料显示，Q.ai去年提交了一项专利申请，涉及通过分析"面部皮肤的微小运动"来检测无声或轻声发出的词 语。该技术还可用于识别个人身份，并评估情绪、心率、呼吸频率等多项生理指标。 全体员工将加入苹果，创始团队背景深厚 根据双方声明，Q.ai约 100 名员工将整体加入苹果，其中包括首席执行官 A ...

Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Company ParticipantsAatif Malik - SVPAmit Daryanani - Senior Managing Director of Equity ResearchBen Reitzes - Managing Director and Head of Technology ResearchDavid Vogt - Managing DirectorErik Woodring - Managing Director of Equity ResearchKevan Parekh - CFOKrish Sankar - Managing DirectorRichard Kramer - Founder and Managing DirectorSuhasini Chandramouli - Director of Investor RelationsTim Cook - CEOConference Call ParticipantsAaron ...

Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Speaker12Good afternoon, and welcome to the Apple Q1 Fiscal Year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple CEO, Tim Cook, and he'll be followed by CFO, Kevan Parekh. After that, we'll open the call to questions from analysts. Please note that some of the information you'll hear during our discussion today will consist of ...

Market Overview - Microsoft shares dropped nearly 10%, significantly impacting the software sector and contributing to a decline in major U.S. stock indices, although the Dow Jones managed to close slightly up by 0.11% [1][2][4] - The S&P 500 index fell by 0.13% to 6969.01 points, while the Nasdaq Composite index decreased by 0.72% to 23685.12 points, with both indices experiencing larger intraday declines of 1.5% and 2.6% respectively [1][2] Company Performance - Microsoft reported a slowdown in cloud business growth from 40% to 39%, with a gross margin of approximately 68%, marking a three-year low. This led to a 9.99% drop in its stock price [4] - Other software companies such as ServiceNow, Salesforce, Oracle, and SAP also experienced declines in their stock prices, with drops of 9.94%, 6.09%, 2.19%, and 15.2% respectively [4] - The iShares Expanded Tech-Software Sector ETF (IGV) fell by 4.94%, entering a technical bear market with a 22% decline from recent highs [4] Technology Sector Insights - Rob Williams, Chief Investment Strategist at Sage Advisory, noted that while artificial intelligence (AI) has driven economic growth, it has also raised valuation concerns in the stock market. He emphasized the need for tech giants to report "explosive" earnings to boost market sentiment [6] - Meta Platforms saw a stock increase of 10.4% after announcing continued investment in AI, while Apple reported better-than-expected quarterly revenue, leading to a post-market stock rise of over 3% [6] Notable Stock Movements - Major tech stocks showed mixed performance: Nvidia rose by 0.52%, Alphabet (Google) increased by 0.71%, while Amazon, Broadcom, and Tesla saw declines of 0.53%, 0.75%, and 3.23% respectively [7][8] - The Philadelphia Semiconductor Index rose by 0.16%, reaching a new historical high, with notable gains from companies like Lam Research and KLA Corporation [7] Earnings Reports - Apple reported first-quarter revenue of $143.76 billion, a 16% year-over-year increase, exceeding expectations of $138.4 billion. iPhone revenue was $85.27 billion, up 23% from the previous year [10] - SanDisk's second-quarter revenue was $3.03 billion, surpassing the expected $2.67 billion, while Western Digital also reported better-than-expected earnings [11][12]

Core Viewpoint - Apple's holiday season revenue significantly exceeded Wall Street expectations, driven by strong demand for the new iPhone 17, growth in services, and a recovery in the Chinese market [1] Financial Performance - Revenue for the quarter ending December 27 reached $143.8 billion, a 16% increase year-over-year, surpassing the average analyst expectation of $138.4 billion and Apple's own forecast of 10% to 12% growth [1] - Net profit for the quarter was $42 billion, well above expectations [1] Product Performance - The iPhone 17's strong performance led to a 23% year-over-year increase in smartphone business revenue [1] - Sales in the Chinese market saw a remarkable year-over-year growth of 38% [1] Future Outlook - The company's CFO projected a revenue growth of 13% to 16% for the March quarter, with operating expenses expected to be between $18.4 billion and $18.7 billion [1]

Market - US stock market closed mixed on January 30, with Microsoft dropping approximately 10%, dragging down the Nasdaq index due to slowing cloud business growth and weak earnings guidance [1][2] - Microsoft’s market capitalization evaporated by nearly $360 billion, while Meta Platforms saw a 10.4% increase in stock price, adding $176 billion to its market cap due to strong sales forecasts [2] - International oil prices rose over 3% as President Trump considered military action against Iran, with Brent crude futures increasing by 3.38% to $70.71 per barrel [4] Company - Apple reported record highs in Q4 revenue and profit, with total revenue and net profit increasing by 16% and 15.9% year-over-year, respectively, leading to a stock price increase of over 3% post-announcement [15] - Microsoft experienced its largest single-day stock drop since March 2020, with a 9.99% decline, resulting in a market cap reduction of $357 billion due to disappointing earnings in cloud services [16] - Amazon is in talks to invest up to $50 billion in OpenAI, with discussions involving direct participation from both companies' CEOs [10] - Apple confirmed the acquisition of Israeli AI startup Q.ai, although the transaction amount was not disclosed [25] - SpaceX is discussing a potential merger with xAI ahead of its IPO, which could integrate its rocket business and AI capabilities [20][21]