IT之家 10 月 8 日消息，据体育媒体 Puck 前天报道，继成为《F1：狂飙飞车》电影投资商后，苹果正希望获得美国奥斯汀 F1 大奖赛的独家 / 主要转播权， 相关接洽事宜已接近尾声，预计将在下周公布结果。 消息人士表示，这项转播权每年需要耗资 1.4 亿美元（现汇率约合 9.99 亿元人民币），若协议顺利达成则苹果将获得美国地区的 F1 比赛转播权，而这项转 播权此前掌握在 ESPN 电视网络手上，每年大约耗资 9000 万美元（IT之家注：现汇率约合 6.42 亿元人民币）。 同时有知情人士透露，苹果在此次谈判中希望获得美国市场的独家转播权，目前美国的 F1 比赛由 F1 TV 栏目播放，而苹果的立场是，F1 TV 应暂停转播比 赛，使 Apple TV + 成为独家转播平台，但 F1 TV 显然不希望失去这块蛋糕。 此外，目前还无法得知苹果是否会将 F1 比赛直播直接提供给 TV + 订阅会员，还是像 MLS 那样推出额外付费的"赛季通行证"订阅，不过知情人士指出，相 关谈判结果预计将在本月 17-19 日举行的奥斯汀大奖赛公布。 ...

Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, JPMorgan reiterated the stock as “Overweight” stating that its channel checks show lead times are moderating for Apple’s iPhone. “In Week 4 of our Apple Product Availability Tracker, lead times moderated in what is typical for iPhones a month post launch, even though lead times are still tracking to elevated levels compared to lead times evidenced last year with iPhone 16 series, and pointing to higher dem ...

Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer recently talked about. During the episode, Cramer emphasized owning and not trading the stock, as he commented: “How much better would an individual have done if she just decided that Apple was a terrific company? So she owned the stock and didn’t flit in and out of it because flitting is too difficult. Sure, Edison Lee can do it, but then again, he’s never had a Buy rating on the stock during this whole period. So if you listen to him, maybe you ne ...

Group 1 - Meta's Ray-Ban Display smart glasses are experiencing strong market demand, with nearly all retail locations sold out and trial appointments fully booked before November [1] - Meta plans to double the number of sales points this month to ensure supply and is evaluating the possibility of supporting online orders in the future [1] - Apple is shifting focus from developing a low-cost Vision Pro headset to prioritizing AI glasses that can compete with Meta, with plans to preview the product in 2025 and launch it in 2027 [1] Group 2 - The smart glasses market is heating up, with expectations that global sales of AI-enabled glasses will reach 14.5 million units by 2025, including 1.5 million units in China [2] - A compound annual growth rate (CAGR) of over 50% is anticipated from 2025 to 2029, with sales potentially reaching 60 million units by 2029 [2] Group 3 - Suggested areas of focus include foldable screen hinges, panel equipment, flexible cover plate bonding equipment, liquid cooling micro pumps, automated assembly and testing equipment, and 3D printing applications [3]

Group 1 - The core viewpoint highlights significant price fluctuations in the consumer electronics market during the National Day holiday, with specific attention to the iPhone 17 series and Xiaomi 17 Pro [1][2] - The iPhone 17 series has seen a reduction in premium pricing, dropping from 400-1300 yuan at launch to 30-450 yuan during the holiday period, while the Hong Kong version is now priced higher than the domestic version due to additional AI features [1] - Xiaomi 17 Pro remains at a premium price, requiring an additional 200-300 yuan for immediate purchase, driven by consumer interest in its new back screen design and limited initial production capacity [1] Group 2 - AI glasses have experienced a significant price drop, with retail prices falling from 700-800 yuan to around 350 yuan, and bulk orders can go as low as 200 yuan [2] - Approximately 70% of smart wearable shops in Huaqiangbei are prominently featuring AI glasses, with some stores branding themselves as "AI glasses factory stores" and offering consumer experience zones [2] - The current pricing of high-end AI glasses is competitive with Xiaomi's models, which are priced just above 2000 yuan, indicating a shift in market dynamics [2]

2025 年 10 月 08 日 行 业 研 究 行 业 定 期 报 告 机械设备 3C 设备周观点：Meta AR 眼镜销售火爆， 苹果或全力转向开发 AI 眼镜 投资要点： Meta Ray-Ban Display 智能眼镜市场反应火爆 近日，Meta 首席技术官安德鲁·博斯沃思（Andrew Bosworth）在 Threads 上发表文章称，Meta Ray-Ban Display 智能眼镜在全国各地的 线下零售店几乎全部售罄，11 月之前的试戴预约也几乎全部排满。 博斯沃思表示，目前这款产品的市场反应强于预期，公司正在努 力跟进。并且补货即将到来，本月将增加一倍的销售点数量，从而保 证供货量。目前，Meta 正在评估未来是否支持在线订购。 苹果或全力转向开发 AI 眼镜 据映维网 Nweon 报道，彭博社引述知情人士称，苹果正搁置开发 低成本 Vision Pro 头显的计划，转而优先开发能与 Meta 竞争的 AI 眼 镜，并且正在重新分配资源，包括人员方面。第一款智能眼镜或不配 备显示屏，并设计成为与 iPhone 配合使用。苹果计划在 2025 年预览这 款产品，并计划在 2027 年发布。另 ...

When most investors list companies that are more likely to benefit greatly from this computing paradigm shift (AI computing) we are currently experiencing, Apple (NASDAQ: AAPL ) (TSX: AAPL:CA ) makes the bottomI'm a self taught equity analyst, I run a consultation firm in South Africa where we help clients with estimating the value of construction projects, over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and Joel Greenblat ...

When most investors list companies that are more likely to benefit greatly from this computing paradigm shift (AI computing) we are currently experiencing, Apple (NASDAQ: AAPL ) (TSX: AAPL:CA ) makes the bottomI'm a self taught equity analyst, I run a consultation firm in South Africa where we help clients with estimating the value of construction projects, over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and Joel Greenblat ...

BMW shares were seen down 3% in pre-market indications on Wednesday after the German carmaker cut its 2025 earnings forecast due to changed U.S. tariff assumptions and weaker-than-expected growth in t... ...

NicoElNino/iStock via Getty Images FINVESTMENT PERFORMANCE (%) as of September 30, 2025 Total Return Annualized Return Qtr YTD 1 Year 3 Year 5 Year Inception* Palm Valley Capital Fund (MUTF:PVCMX) 2.35% 3.77% 3.68% 7.13% 6.03% 6.85% S&P SmallCap 600 Index (SP600G) 9.11% 4.24% 3.64% 12.80% 12.93% 8.10% Morningstar Small CapIndex 7.99% 8.80% 9.15% 16.24% 12.25% 8.50% * Inception date for the Palm Valley Capital Fund is 4/30/19 Performance data quoted represents past performance and does not ...