美股周五早盘，避险情绪主宰市场，科技股拖累主要股指走低。苹果（AAPL -0.8%）和思科（CSCO -1.2%）领跌，而应用材料（AMAT +9.9%）因乐观的AI工具指引上涨，Pinterest（PINS -20.8%）因疲 软前景暴跌。 责任编辑：张俊 SF065 美股周五早盘，避险情绪主宰市场，科技股拖累主要股指走低。苹果（AAPL -0.8%）和思科（CSCO -1.2%）领跌，而应用材料（AMAT +9.9%）因乐观的AI工具指引上涨，Pinterest（PINS -20.8%）因疲 软前景暴跌。 责任编辑：张俊 SF065 ...

Apple Inc. (NASDAQ:AAPL) is among the most profitable mega cap stocks to buy. On February 9, TheFly disclosed that Apple Inc. (NASDAQ:AAPL) iPhone 17e with MagSafe is launching “soon,” according to Bloomberg’s Mark Gurman report. The report added that the iOS 26.4 beta with updated Siri is expected in the week of February 23, with M5 MacBook Pros possibly arriving as early as the week of March 2. Previously, on February 3, Goldman Sachs maintained its Buy rating and $330 price target on Apple Inc. (NASDA ...

Sony - Sony has launched the WF-1000XM6 flagship wireless noise-cancelling earbuds, claiming a 25% improvement in noise reduction compared to the previous model, along with enhancements in call performance, connectivity, and comfort [1] - Sony has introduced a new Sand Pink color variant for its WH-1000XM6 headphones in India, which were originally launched in September last year in Black, Platinum Silver, and Midnight Blue [10] - During the PlayStation State of Play event on February 12, Sony revealed updates and release dates for several upcoming games, including a remake of the God of War Greek trilogy and a new John Wick title [3][5] - The February lineup for the PlayStation Plus game catalogue includes popular titles such as Marvel's Spider-Man 2 and Disney Pixar Wall-E, with God of War Sons of Sparta now available for PS5 users [12] Google - Google has rolled out a new AI-driven feature in Google Docs that allows users to hear brief audio summaries of their documents, building on the Text-to-Speech tool introduced in August 2025 [2] - Google announced a significant upgrade to its reasoning mode, Gemini 3 Deep Think, designed to tackle complex scientific and engineering challenges, with the rollout beginning for Google AI Ultra subscribers [9] Nvidia - Nvidia has introduced a standalone GeForce Now app for devices running Amazon's Fire OS, allowing Fire TV Stick users to access the cloud gaming platform and stream games from their libraries [8] - Nvidia Corp. is expected to lease a data center being constructed with proceeds from a $3.8 billion junk-bond offering, intensifying borrowing activity linked to AI infrastructure [20] Apple - Apple has reiterated that there is no delay in launching the revamped Siri, with plans to release it in 2026, following a report suggesting a delay [7] - Apple is preparing to open its sixth store in India, marking its continued expansion in the region [16] Technology Sector - The technology sector is facing widespread layoffs, with over 30,000 workers affected globally, and 24,600 of these cuts occurring in the United States [15] - Microsoft AI CEO has warned that AI could replace a substantial portion of white-collar roles within the next 12 to 18 months [17] - NITI Aayog has called for a major restructuring of India's technology services sector around AI, indicating that the current labor-intensive approach may not remain competitive [18] AI Summit - The India-AI Impact Summit 2026 is scheduled for February 16 to 20 in New Delhi, aiming to gather various stakeholders to examine the practical implementation of AI [19]

Apple Inc (NASDAQ:AAPL) could be in for an exciting 2026 with the release of new smartphones and celebrating record financial results. The company will also reach a half century in business in 2026. Here's what CEO Tim Cook said about the potential to celebrate the company's 50th anniversary. Apples' 50th Anniversary Apple memorabilia is hitting auction records in early 2026 as auction houses and collectors search for pieces of history of the technology company ahead of its 50th anniversary. The company ...

昨天晚上，也就是当地时间2月12日，我熬夜盯完美股和贵金属盘面，关掉电脑的那一刻，心里只有一个念头：这市场，真的太魔幻了。 不管你是炒美股、买黄金，还是哪怕只存了点银行理财，这段时间关注市场的朋友，估计都被这波大跌惊出了一身冷汗。打开财经群，全是哀嚎：有人说自 己抄底黄金，刚买入就跌了3%，一天亏掉大半年工资；有人重仓美股科技股，一夜之间账户缩水20%，连补仓的勇气都没有；还有人一脸懵圈，明明前几 天还听人说"黄金能涨到6000美元""美股会一直涨"，怎么突然就集体翻车了？ 说实话，我从业十几年，见过不少市场波动，但像2月12日这样，美股和贵金属同步"跳水"，而且跌幅这么狠的场景，也不算常见。更关键的是，这波大跌 不是偶然，背后藏着的逻辑，关系到我们每个人的钱袋子——哪怕你不炒股、不买贵金属，也得弄明白：为什么会跌？这波下跌和我们普通人有什么关系？ 接下来该怎么避坑？ 先给大家捋一捋，当地时间2月12日这一天，到底发生了什么。咱们不玩虚的，所有数据都来自央广网、证券时报、智通财经这些权威媒体，交叉验证过， 绝对真实可信，没有任何谣言和猜测。 先说美股，当地时间2月12日开盘后，美股三大指数就开启了"下跌模式" ...

Core Insights - Apple has fixed a zero-day vulnerability (CVE-2026-20700) that has existed since the iOS 1.0 era, affecting the core infrastructure of iOS, specifically the dynamic linker (dyld) [1][2][7] - The vulnerability allows attackers with memory write capabilities to execute arbitrary code, and it has been confirmed to have been exploited in the wild [2][8] - The dyld vulnerability is critical as it serves as a gatekeeper for all apps, and its exploitation could lead to complete control over the device [3][6] Vulnerability Details - The dyld acts as a "doorman" for the iOS system, loading necessary dynamic libraries and ensuring security isolation for apps [2][3] - Attackers can bypass security checks and gain unauthorized access, potentially leading to "zero-click" or "one-click" attacks, particularly targeting high-value individuals [3][6] - The vulnerability was discovered by Google's Threat Analysis Group and is part of a more complex attack chain involving other vulnerabilities, such as those in WebKit [2][6] Historical Context - The existence of the dyld vulnerability for over a decade raises questions about why it remained undetected until now, attributed to the stability and complexity of core system components [5][6] - Such vulnerabilities often do not appear in isolation and are typically part of a larger exploit chain, similar to techniques used by commercial surveillance firms [6] Other Security Issues - In addition to CVE-2026-20700, Apple has addressed multiple other security issues in the latest iOS and iPadOS updates, including vulnerabilities that could lead to root access and sensitive data leaks [8] - Two high-severity vulnerabilities (CVE-2025-14174 and CVE-2025-43529) were also reported, highlighting ongoing concerns about memory safety issues even in secure mobile platforms [9][10]

Economic Indicators - The number of Americans filing for initial jobless claims fell by 5,000 to 227,000, compared to the expected 222,000 [2] - U.S. existing home sales decreased by 8.4% month-over-month to a 16-month low of 3.91 million, weaker than the expected 4.16 million [2] - The Consumer Price Index (CPI) rose 2.4% annually, a notable drop from the previous month, with a monthly increase of 0.2% [5] Stock Market Performance - Wall Street's major indices ended in the red, with significant declines in the Magnificent Seven stocks, including Apple (AAPL) down 5% and Tesla (TSLA) down over 2% [4] - Cisco Systems (CSCO) plunged over 12% after reporting weaker-than-expected FQ2 adjusted gross margin and issuing tepid FQ3 guidance [4] - Equinix (EQIX) surged over 10% after issuing strong FY26 guidance, marking it as the top percentage gainer on the S&P 500 [4] Corporate Earnings - Notable companies such as Moderna (MRNA) and Advance Auto Parts (AAP) are set to release their quarterly results [6] - Pinterest (PINS) plunged over 19% in pre-market trading after reporting weaker-than-expected Q4 revenue and issuing below-consensus Q1 revenue guidance [13] - Applied Materials (AMAT) surged over 11% in pre-market trading after posting stronger-than-expected FQ1 results and issuing strong FQ2 guidance [13] International Market Developments - The Euro Stoxx 50 Index is down 0.09% as investors digest fresh corporate earnings reports and await key U.S. inflation data [7] - Eurozone's GDP growth for the fourth quarter stood at 0.3%, in line with preliminary estimates [8] - Spain's annual inflation rate eased more than expected in January, with CPI falling 0.4% month-over-month and rising 2.3% year-over-year [8] Pre-Market Movements - U.S. steel stocks slid in pre-market trading after reports of President Trump's plans to roll back some tariffs on steel and aluminum products, with Steel Dynamics (STLD) down over 4% [12] - Most chip stocks are moving lower in pre-market trading, with Micron Technology (MU) and Intel (INTC) falling more than 1% [12]

Core Viewpoint - BlackRock, a major asset management firm, reported a total market value of $5.92 trillion for its Q4 2025 holdings, reflecting a 3.67% increase from the previous quarter's $5.71 trillion [1][2]. Holdings Summary - The firm added 247 new stocks, increased holdings in 3,309 stocks, reduced holdings in 1,546 stocks, and completely sold out of 165 stocks during the quarter [1][2]. - The top ten holdings accounted for 30.41% of the total market value [2]. Top Holdings - Nvidia (NVDA.US) is the largest holding with approximately 1.94 billion shares valued at about $362.52 billion, representing 6.13% of the portfolio, with a 0.75% increase in shares held [3][4]. - Apple (AAPL.US) follows as the second-largest holding with around 1.16 billion shares valued at approximately $313.91 billion, making up 5.31% of the portfolio, with a 0.73% increase in shares held [3][4]. - Microsoft (MSFT.US) ranks third with about 601.90 million shares valued at approximately $291.09 billion, accounting for 4.92% of the portfolio, with a 1.70% increase in shares held [3][4]. - Amazon (AMZN.US) is fourth with approximately 734.38 million shares valued at about $169.51 billion, representing 2.87% of the portfolio, with a 1.67% increase in shares held [3][4]. - Alphabet Class A (GOOGL.US) is fifth with around 441.99 million shares valued at approximately $138.34 billion, making up 2.34% of the portfolio, with a 3.16% decrease in shares held [3][4]. Investment Strategy - BlackRock demonstrated a keen interest in emerging opportunities by establishing positions in Solstice Advanced Materials (SOLS.US) valued at approximately $838 million and Qnity Electronics (Q.US) valued at around $1.3 billion [4][5]. - The investment actions indicate a consolidation in existing tech sectors while exploring diversification into more cyclical industries such as industrials and materials [5].

Core Insights - Apple Inc has released security updates to address vulnerabilities that could expose private photos and browsing history on its devices [2] - The updates include iOS 26.3, iPadOS 26.3, and Safari 26.3, which patch various issues affecting iPhones, iPads, and Macs [3] - Some vulnerabilities could allow apps to access sensitive user data or execute unintended actions, with at least one vulnerability reportedly being actively exploited [4] Update Recommendations - Apple recommends users install the updates promptly via device settings to mitigate potential privacy and security risks [5] - The updates are part of Apple's regular security release cycle, addressing newly identified vulnerabilities across its ecosystem [6] - Users can update their devices by navigating to Settings > General > Software Update on iPhone or iPad, and through System Settings > General > Software Update on Mac [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 存储芯片价格飙升正迫使全球最大的电子产品公司面对三个让人难以接受的选项：提高产品售价， 自行消化成本，调整产品配置。 这是全球性的人工智能(AI)热潮给供应链带来的严重影响，AI需要大量数据中心的支持，而数据 中心的伺服器需要海量存储芯片。 其结果就是智能手机、个人电脑、游戏机和其他各种电子产品的制造商面临存储芯片告罄，并引发 了从去年年初开始的历史性价格上涨。 根据科技市场研究机构集邦(TrendForce)的追踪数据，过去12个月，DRAM和NAND闪存的合约 价格大约上涨至原来的七倍。 在AI基础设施投资依然火热的背景下，存储芯片价格短期内下跌的可能性看来不大。行业分析师 表示，供应料将保持紧俏，直到2028年底。 科技市场研究公司国际数据公司(International Data Corp.)的副总裁Bryan Ma表示，这场「存储 芯片荒」对消费电子行业来说不是时候，因为该行业正试图给自己的产品配备更多AI功能。 戴尔科技集团(Dell Technologies)已将部分商用笔记型电脑价格上调了最高30%，其竞争对手宏碁 (Acer)的经济型个人电脑现在的多 ...