Core Insights - The iPhone 18 Pro is generating significant buzz with multiple upgrades expected, despite the higher interest in the foldable iPhone Fold [1][4] - The starting price for the iPhone 18 Pro is rumored to remain unchanged, making it competitive in the high-end smartphone market [4] Design and Experience - The iPhone 18 Pro will feature a titanium body with new color options including brown, purple, and burgundy, enhancing its premium feel [4] - The device will reduce the size of the Dynamic Island for the first time in three years, optimizing screen space while maintaining practicality and aesthetics [4] Core Configuration - The iPhone 18 Pro is expected to debut with the TSMC 2nm A20 Pro chip, significantly improving performance and energy efficiency [4] - It may also include a new N2 network chip for smoother multitasking and network experiences [4] Imaging Capabilities - Both Pro models are likely to upgrade to larger aperture telephoto lenses, with the Pro Max version potentially featuring a variable aperture main camera for better depth control and shooting flexibility [4] Battery and Connectivity - All models will incorporate a self-developed C2 modem, supporting mmWave 5G and satellite data connections, which will enhance battery life [4] - The iPhone 18 Pro Max is expected to have a battery capacity of 5200mAh, leading to noticeable improvements in actual battery life due to optimizations [4] Pricing Strategy - The iPhone 18 Pro is anticipated to maintain the previous generation's pricing, starting at $1,099 in the US and ¥8,999 in China, which is competitive given the hardware upgrades [4]

据悉，苹果此次MacBook Pro翻新仅针对高端机型，将搭载M6 Pro和M6 Max芯片，基础款M6暂不计划 推出翻新版本，这与2021年现有设计仅搭载M1 Pro/Max芯片、两年后才推出基础款M3机型的策略一 致。 外媒报道称，需明确的是，此处提及的M5 MacBook Pro特指14英寸基础款机型，切勿与将于3月初推出 的M5 Pro、M5 Max高端机型混淆——后者更建议等待今年秋季的翻新版本。而基础款M5之所以值得考 虑，核心原因在于其亲民预算与翻新款的定位差异。 来源：环球网 【环球网科技综合报道】2月15日，据外媒9to5mac报道，目前14英寸MacBook Pro的现有设计已接近五 年，苹果正在推进MacBook Pro系列翻新的消息也已不是秘密。尽管翻新款呼之欲出，但基础款M5 MacBook Pro依旧有充足的入手理由，尤其适合预算有限的消费者。 翻新款将配备OLED显示屏、更轻薄机身、触摸屏及5G蜂窝网络等功能，但预算需超过2000美元，且按 苹果惯例，基础款翻新机型可能要等到2028年才会推出。反观当前M5 MacBook Pro，搭载10核M5芯 片，配备Liquid视网膜XD ...

Core Insights - Morgan Stanley's Q4 2025 13F filing indicates a strategy focused on maintaining core technology positions, reducing index exposure, and enhancing active selection capabilities [1][2] Holdings Overview - The total market value of Morgan Stanley's Q4 holdings reached $1.67 trillion, up 1.2% from $1.65 trillion in the previous quarter [1][2] - The portfolio saw the addition of 454 new stocks, an increase in 4,007 stocks, a reduction in 3,028 stocks, and the complete sale of 415 stocks [1][2] - The top ten holdings accounted for 22.15% of the total market value [1][2] Top Holdings - The top five holdings include: - Apple (AAPL.US) - 3.74% of the portfolio, with an increase of approximately 1.38 million shares - NVIDIA (NVDA.US) - 3.6% of the portfolio, with an increase of nearly 780,000 shares - Microsoft (MSFT.US) - 3.5% of the portfolio, with an increase of about 980,000 shares - Alphabet Class A (GOOGL.US) - 2.28% of the portfolio, with a reduction of approximately 150,000 shares - Alphabet Class C (GOOG.US) - increased by 1.13 million shares, holding approximately 71.84 million shares - Amazon (AMZN.US) - 2.23% of the portfolio, with a reduction of about 1.28 million shares [2][3] Sector Adjustments - Morgan Stanley did not significantly reduce its allocation to the technology sector but opted for internal rebalancing, favoring companies with strong profit certainty and stable cash flows [4] - The firm reduced holdings in healthcare stocks such as Johnson & Johnson (JNJ.US), AbbVie (ABBV.US), and Thermo Fisher Scientific (TMO.US), as well as consumer staples like Walmart (WMT.US), Procter & Gamble (PG.US), and Coca-Cola (KO.US) [4] - Energy stocks such as ExxonMobil (XOM.US) and Chevron (CVX.US) were also reduced, indicating a potential decrease in the attractiveness of defensive and high-dividend sectors as interest rate paths become clearer [4] New Positions and Sales - New positions included Medline (MDLN.US), Total (TTE.US), Qnity Electronics (Q.US), Solstice (SOLS.US), and Dreamland (MICC.US) [5] - The top five new purchases were Alphabet Class C, Eli Lilly (LLY.US), Apple, Micron (MU.US), and Vanguard FTSE Developed Markets ETF (VEA.US) [5][6] - The top five sales included SPDR S&P 500 ETF (SPY.US), Invesco QQQ Trust (QQQ.US), Home Depot (HD.US), ServiceNow (NOW.US), and MercadoLibre (MELI.US) [5][6] Investment Strategy - The decrease in ETF positions suggests a preference for individual stock selection to achieve excess returns rather than relying on broad index exposure [5]

Group 1 - The U.S. stock market experienced significant volatility and structural differentiation during the Year of the Snake, with major indices showing mid-tier performance globally, while the internal dynamics highlighted a clear "tech-traditional" dichotomy [1] - Major memory chip companies such as Western Digital, Micron Technology, and Seagate Technology saw dramatic stock price increases of 495%, 368%, and 333% respectively, marking them as the biggest winners [1] - Gold mining stocks like Gold Rush, Newmont, and Barrick Gold also surged over 226%, correlating with the significant rises in COMEX silver (150.21%) and gold (82.97%) prices [1] Group 2 - Following the unexpected global tariff policy introduced by the Trump administration, the S&P 500 experienced a two-day drop of 10.53%, resulting in a market capitalization loss of $6.6 trillion, while the Nasdaq and Russell 2000 entered a technical bear market [2] - The market rebounded dramatically, with the Nasdaq soaring 12% in a single day and the S&P rising nearly 10%, driven by AI giants like Nvidia, which saw its market cap exceed $4 trillion and $5 trillion, surpassing the combined market cap of the UK and French stock markets [2] - Traditional stocks represented by companies like Goldman Sachs and Caterpillar began to rise, indicating a shift in capital towards cyclical sectors amidst increasing caution regarding tech monopolies [2] Group 3 - Looking ahead to 2026, there is a notable divergence in outlook among major investment banks: Morgan Stanley is optimistic, predicting the S&P 500 will rise to 7800 points, favoring small-cap, cyclical, and financial sectors due to expected profit growth and AI efficiency [3] - Morgan Chase suggests a "structural bull market" with a target of 7500 points for the S&P, while Goldman Sachs warns of economic slowdown risks in the second half of the year, indicating limited rotation potential [3] - The Year of the Snake showcased a dramatic narrative in the capital markets, transitioning from tariff-induced declines to AI-driven exuberance, raising questions about the sustainability of growth in AI and the potential for traditional industries to overcome concentration challenges [3]

Apple Music @ @AppleMusic BTW. we're still the same price. 由 Google 翻译自英语 顺便说一句,我们的价格还是一样。 26年2月14日, 7:24 · 1853万 查看 5,522 转帖 2,864 引用 8万 喜欢 2,477 - | C | 1 | E | | | --- | --- | --- | --- | | 1 | 1 | > | 3 | 发帖 P ill CHXXN @iam chxxn · 2分 回复给 @AppleMusic 最近的回复 √ Rakgadi @Rakgadi141615 · 21秒 回复给 @AppleMusic This post didn't go as you expected, I Scammer! Yeah but can yall make the Artist acc pages better and more efficient ... all t waiting and not being able to really c‹ the artist page is difficult and co ...

（来源：新华日报） □ 本报记者 许雯斐 实习生 王若宁 上传一段汇编代码，敲下运行键，不到10秒钟，一份分析报告完成。这份报告包含漏洞识别、异常逻辑 定位等多项检测内容。 2月11日，南京江北新区科学城的一栋大厦内，南京云上华安科技有限公司创始人周宇，只用几秒钟就 完成了1名资深程序员至少要花十几分钟才能完成的检测任务。 "这要归功于我们的'新同事'，团队开发的AI智能体，它效率惊人！"周宇笑着指向屏幕，这位年轻创业 者初步估算了一下，AI智能体在公司应用后，能顶上3—5个程序员的工作量。 这是一家专攻软件质量与安全测试、硬件虚拟化技术的创新企业。公司成立于2023年初，目前团队仅6 人，全员技术出身，市场拓展、行政事务等工作几人合力一肩挑。 三四年间，团队日夜兼程、埋头攻关，研发出多款技术领先行业的软件测试产品。其中，名叫布尔黑盒 智能模糊测试平台的一款产品，就曾发现苹果公司某软件中的数个高危漏洞，收获了苹果公司的致谢公 告。 当AI大模型的浪潮席卷而来，这群严谨的技术青年没有盲目跟风，而是带着一连串问题观望思考："除 了对话，大模型能在各行业有什么实际应用？检测结果准确吗？数据安全有保障吗？"这份谨慎， ...

Apple Inc. (NASDAQ:AAPL) is one of the AI stocks currently on Wall Street’s radar. Apple’s AI roadmap is drawing in renewed scrutiny from Evercore ISI, with the research firm anticipating a delay in its Apple Intelligence 2.0 launch. On February 11, analyst Amit Daryanani reiterated an Outperform rating on the stock with a $330.00 price target. The firm noted that recent headwinds during the testing phase may lead Apple to delay the expected March launch of Apple Intelligence 2.0, an advanced phase of i ...

另一个市场看点在于伯克希尔在2025年第四季度是否出售了库姆斯任内建立的部分仓位，有投资者认为 亚马逊、威瑞信、第一资本信贷、Visa、万事达等持仓或由库姆斯主导。回顾伯克希尔过往操作，约15 年前投资经理Lou Simpson离职时，公司出售了其管理的多数持仓；2022年收购Alleghany后，公司也对 其股票组合进行了类似处理。市场猜测随着库姆斯离职，伯克希尔可能对其主导的持仓进行清仓或减 持，此次13F报告将揭晓相关仓位的最新走向。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 美东时间下周二（2月17日）是美国SEC规定的投资机构提交13F季度持仓文件的截止时间，伯克希尔- 哈撒韦预计将按时披露2025年第四季度持仓报告。由于沃伦·巴菲特去年年底卸任公司CEO一职，这份 持仓报告是其执掌公司最后一个季度的投资操作全景，受到市场广泛关注。 市场关注的核心问题主要有两点：其一为伯克希尔是否延续此前减持苹果与美国银行的操作，披露第四 季度对两家公司持仓的最新调整动态；其二是公司是否会出售前得力干将托德·库姆斯任内建立的相关 仓位。 今年年初格雷格 ...

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 来源丨 远川研究所（YuanChuanInstitution） 作者丨何律衡 编辑丨李墨天 图源丨AI制作 去年下半年以来，存储芯片进入史诗级涨价潮，消费级内存条一度跳涨6倍以上，荣膺当下最保值的 理财产品。 年初，魅族宣布取消魅族22 Air上市计划，原因直指存储涨价冲击。随后有供应链消息流出，小米、 OPPO、vivo、传音等多家手机品牌下调2026年整机订单量，幅度在10%-20%不等，中低端机型不 约而同成为调整重点 [2] 。 AI芯片所用的HBM内存利润率更高，自然在产能分配中优先级更高，导致消费级产品供应再度遭遇挤 压，陆续向下游行业传导，存储芯片涨价的最大受害者也浮出水面： 低端手机 。 以性价比著称的 传音 ，中低端机型占出货量大头，也最早被涨价殃及。去年三季度，传音增收不增 利，营收增长22.6%，净利润反倒大降11%，毛利率抹去两个百分点。 单季度的业绩受当季新机型上市影响较大，但即便按照全年业绩指引看，传音2025年度营收利润双 降，净利润直接腰斩，手机也从全球第四 [3] 掉进了others [4 ...

Core Viewpoint - The article discusses a significant downturn in the U.S. stock market, particularly the S&P 500 index, which fell by 1.4%, marking its largest drop since November of the previous year. This decline is attributed to fears surrounding AI's impact on various sectors, raising concerns that AI may no longer be a growth engine but rather a "valuation crusher" [1][3]. Group 1: Market Reactions - The S&P 500 index experienced a notable increase in abnormal stock fluctuations, with over 40 stocks showing deviations exceeding three standard deviations, indicating a potential collapse of market confidence [3]. - The logistics sector was heavily impacted, with C.H. Robinson experiencing an eight-fold standard deviation drop, leading to a "death spiral" of automated stop-loss orders and panic selling [3]. - Major tech companies, including Apple, Amazon, Microsoft, and Meta, were significant contributors to the index's decline, with Amazon hitting a nine-day losing streak, marking its longest since 2006 and entering a technical bear market [3][4]. Group 2: AI's Impact on Employment and Market Sentiment - A statement from Microsoft's AI CEO suggested that most white-collar jobs could be fully automated within 18 months, causing immediate market panic and a sell-off of stocks related to potentially disrupted industries [4]. - The market's fear extends to the return on investment for massive capital expenditures by tech giants, with a combined projected spending of $650 billion on AI infrastructure by Google, Meta, Microsoft, and Amazon, raising concerns about their financial health [4]. Group 3: Competitive Landscape and Pricing Power - Chinese AI companies have made significant advancements, launching competitive products that challenge the pricing and performance of existing models, which could reshape global investor expectations [5][6]. - The emergence of low-cost AI solutions, such as MiniMax's M2.5 model, threatens the pricing power of established tech giants, leading to a reevaluation of their market positions and business models [8]. - The article highlights a shift from a positive growth narrative to a negative cycle of demand shrinkage and profit contraction, as AI efficiency gains may lead to reduced overall employment [7]. Group 4: Future Market Outlook - Goldman Sachs warns that if the S&P 500 index falls below 6707 points, it could trigger systemic sell-offs amounting to $80 billion, indicating a fragile market environment [8]. - The current market situation serves as a "stress test" for business models in the AI era, determining which companies can adapt and which may struggle to maintain their competitive advantages [8].