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Warren Buffett Is Selling Apple and Bank of America and Piling Into This Beaten Down Value Stock Instead
The Motley Fool· 2025-08-23 14:10
This stock looks like a classic "bear greedy when others are fearful" investment.As Warren Buffett approaches his 95th birthday, he remains one of the most well-respected investment managers in the world. That's readily evident in how Berkshire Hathaway (BRK.A -0.13%) (BRK.B -0.06%) shares reacted to the news that he would step down as CEO of the company starting Jan. 1 next year.The stock has dropped about 10% since then, due almost entirely to its contracting valuation multiple. Seemingly, investors aren' ...
X @The Economist
The Economist· 2025-08-23 13:20
Both Apple and Microsoft already have their own in-house recycling schemes. Now, a new project is hoping to build a single robot that could work universally https://t.co/bF9oTiOyrd ...
Goodbye Growth? Here's What I'm Buying As Value Mounts A Comeback
Seeking Alpha· 2025-08-23 12:10
Group 1 - Capital investment from the technology sector has reached its highest level since 2000 [1] - The spending within the tech space has been characterized by a circular flow, indicating a symbiotic relationship between hardware and software [1]
苹果起诉前工程师窃密后加入OPPO,OPPO暂无回应
Xin Lang Ke Ji· 2025-08-23 11:10
Core Viewpoint - Apple has filed a lawsuit against a former architect of its Apple Watch sensor system, accusing him of systematically stealing trade secrets before joining OPPO to assist in developing wearable devices [1] Group 1: Lawsuit Details - The lawsuit was filed in the Northern District of California, alleging that the former employee downloaded 63 confidential files from a protected Box folder before leaving Apple [1] - The downloaded files included critical information such as design schematics for the Apple Watch Ultra 3 chip, FDA certification ECG algorithm processes, and a roadmap for next-generation non-invasive blood glucose monitoring [1] - Apple claims the employee misled the company about his job search intentions and concealed his acceptance of a position at OPPO [1] Group 2: Employee's Role and Actions - The accused employee, Chen Shi, worked as a sensor system architect for the Apple Watch from January 2020 to June 2025, focusing on sensitive projects like heart rate monitoring and ECG [1] - After leaving Apple, he joined OPPO's research center in Silicon Valley, where he is responsible for a team developing sensor technology [1] - Apple is seeking an injunction to prevent both the former employee and OPPO from using its confidential health sensor technologies in competitive products [1]
X @Bloomberg
Bloomberg· 2025-08-23 10:32
Apple assembly partner Foxconn Technology Group has recalled about 300 Chinese engineers from a factory in India, the latest setback for the iPhone maker’s push to rapidly expand in the country https://t.co/oC3GmUXKUO ...
乔布斯的顶级财商:如何用一款“小产品”麻痹巨头,最终完成降维打击?
创业邦· 2025-08-23 10:09
乔布斯不光是伟大的产品经理和企业家,他的财商一样犀利过人,却常被忽视。 乔帮主唯一推荐过的商业书籍是《创新者的窘境》,不过这个中文书名挺误导人的——作者真正想讲 的,是创新者可以给既有巨头造成"生存难题"。而乔布斯,简直把这个思路玩到了出神入化的地步。 当乔布斯重返苹果时,公司负债累累、连年亏损,市值只剩15亿,连生存都成问题。乔布斯躬身拉来 了微软的投资,两个大佬握手言和,成就一段佳话。 回归后,乔布斯先给苹果产品线"瘦了身"。他用"消费级/专业级"、"台式/便携"四象限分类,原本杂 乱的产品矩阵瞬间清爽。 以下文章来源于会讲故事的经济学 ,作者作者 财商有用吗?这要看3点:1.让孩子了解社会,2.适应新课改,3.认知行业和学科规律。即使不经商,商 业思维也是天天要用的必备技能。真正的财商不是讲存钱,也不是聊投资,而是学习商业世界的运行原 理。《会讲故事的经济学》,销量超过500万册! 会讲故事的经济学 . 图源丨Midjourney 要注意的是,iPod虽然技术含量不算高,苹果却从没丢过"高端"的魂。同样是MP3,别的厂商总在 琢磨"怎么更便宜",iPod却靠设计和体验成了年轻人追捧的"潮品"。这跟那些只 ...
特斯拉大模型“上车”细节曝光:语音助手接入豆包与DeepSeek;全球最轻的MR头显发布,双目8K,价格有望9999?丨AI周报
创业邦· 2025-08-23 10:09
以下文章来源于快鲤鱼 ,作者巴里 快鲤鱼 . 创业邦旗下AGI矩阵号,寻找海内外创新性的AGI高成长公司,记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周(8.16-8.22)最值得关注的AI新闻和 国内外热门AI投融资事件 ,帮助大家及时了解全球AI市场动向。 本周AI热点资讯 国内大事 DeepSeek V3.1发布:更强的Agent能力,更贵的API 8月21日,DeepSeek 正式发布新模型V3.1,被官方称为「迈向智能体时代的第一步」。虽然未见期待已久的R2模型,但本次迭代重点在于更强的Agent 能力、混合思考模式与更高思考效率。 V3.1采用混合推理架构,用户可在「思考模式」与「非思考模式」间自由切换:复杂任务可调用深度推理,简单任务则快速响应,避免性能浪费。官方测 试显示,V3.1-Think在输出token数减少20%-50%的情况下,表现与此前R1-0528持平甚至更快。 此外,新模型在工具调用和智能体任务中的表现明显提升,编程与搜索Agent测评均优于前代。基础模型在V3的基础上新增8400亿tokens训练,并已在 Huggingface与魔搭开源。DeepSeek ...
Warren Buffett Is Selling Apple Stock Again. Should You Follow His Lead?
The Motley Fool· 2025-08-23 09:30
Buffett hadn't sold Apple stock in nearly a year.One of Berkshire Hathaway (BRK.A -0.13%) (BRK.B -0.06%) CEO Warren Buffett's best investments of all time was Apple (AAPL 1.21%). At one point, Apple stock made up about 50% of Berkshire's investment portfolio. However, Buffett started selling off Apple stock in fourth-quarter 2023, and he has steadily decreased his position ever since. He didn't sell any from third-quarter 2024 until now, so this further selling is noteworthy for Berkshire and Buffett. The q ...
鲍威尔“认错”,释放最强降息信号,美股狂欢!
Mei Ri Jing Ji Xin Wen· 2025-08-23 07:53
◆北京时间周五晚10点,美联储主席鲍威尔在杰克逊霍尔全球央行年会上释放强烈降息信号,同时宣布回归2%通胀目标,抛弃"灵活平均通胀目标",引 发美股大涨。但他也承认政策失败,留下"财政主导"时代的棘手遗产。这一"财政主导"的现象,正严重侵蚀着美联储的独立性,并可能将美国等经济体推 向桥水基金创始人雷•达利欧所说的"债务死亡螺旋"。 ◆加沙超110万人濒临断粮,以防长威胁"地狱之门"将打开;苹果新Siri或植入谷歌Gemini;普京称期待与华盛顿全面恢复关系;1674亿欧元!欧洲援乌超 美国背后的生意经;OpenAI首席财务官:现在对GPU和算力的需求极其旺盛;英伟达财报8月28日公布,市场聚焦新产品制造良率。 鲍威尔的"绝唱":释放最强降息信号, 美国"债务死亡螺旋"的幽灵已浮现 演讲开场第一句,鲍威尔便抛出重磅信号。尽管并未明确承诺9月降息,但他直言,在借贷成本对经济形成拖累、劳动力市场走软、通胀风险可控的情况 下,"风险的转变确实值得我们调整政策立场"。此言一出,市场对9月降息的押注概率瞬间从75%飙升至90%,华尔街开启"狂欢模式"。 美联储主席鲍威尔 图片来源:视觉中国 北京时间8月22日22时,在杰克 ...
Is Apple Stock Your Ticket to Becoming a Millionaire?
The Motley Fool· 2025-08-23 07:48
Core Viewpoint - Apple has generated significant wealth for investors over the past three decades, with a total return of 68,660% [1] - The company's future growth potential may not match its historical performance, raising questions about its ability to create new millionaires [2] Revenue Composition - Apple's revenue is heavily reliant on hardware, particularly the iPhone, which accounted for 47% of total revenue in Q3 of fiscal 2025 [5] - The services segment is growing, contributing $27.4 billion in revenue and 29% to total sales, with a year-over-year growth of 13.2% and a gross margin of 76% [6] Growth Prospects - The company is projected to grow revenue at a compound annual rate of 5.7% from fiscal 2024 to fiscal 2027, which is modest given its size and maturity [8] - Apple is developing new smart home devices powered by AI, but their impact on revenue is expected to be minimal [9][10] Company Quality - Apple is recognized for its strong brand presence, innovative history, and high profitability, which have attracted significant investments from firms like Berkshire Hathaway [11] - Despite its strengths, the stock may not deliver the same high returns as in the past, with a high price-to-earnings ratio of 35 and limited growth prospects [12]