Group 1 - The core viewpoint of the articles indicates that the overall smartphone market in China experienced a 23% year-on-year decline in January 2026, with Apple being the only brand to achieve positive growth of 8% [1][3] - Counterpoint Research attributes the decline in sales for domestic brands like Huawei, Xiaomi, OPPO, and vivo to reduced subsidies, consumer sentiment, and the upcoming Spring Festival [1] - Apple's market share increased to approximately 20%, placing it in a leading position alongside Huawei, driven by the success of the iPhone 17 series [1][3] Group 2 - Since the launch of the new iPhone in September last year, Apple's flagship product has seen a strong rebound in sales, achieving its highest market share in five years in January [3] - The iPhone 17 standard version has met government subsidy criteria, enhancing its cost-effectiveness and contributing to a 9% month-on-month sales increase [3] - The pricing strategy for the iPhone 17 series remains stable with minimal discounts, allowing for potential future price adjustments or profit optimization, especially with the upcoming Lunar New Year expected to drive seasonal purchasing [3]

Core Viewpoint - Yutong Optical (300790) is set to disclose its 2025 annual performance report in 2026, focusing on new customer supply chain collaborations and executing long-term strategic goals [1] Financial Performance - The company announced on January 21, 2026, that it expects a net profit attributable to shareholders of between 240 million to 280 million yuan for 2025, representing a year-on-year growth of 30.75% to 52.54% [2] Business Development - Yutong Optical has entered Apple's core product supply chain, providing glass spherical lenses for the iPhone 18 and supplying molded glass for Apple's AI glasses through Yujingguang, with both businesses expected to start mass production in the second half of 2026 [3] Strategic Advancement - In a public letter dated January 4, 2026, the company set a target for a compound annual growth rate of revenue or net profit of no less than 20% to 50% for the years 2025-2027, aiming for revenue to reach 5.835 billion yuan over the next three years [4]

2月12日，据财联社，有媒体援引知情人士透露，苹果公司筹备已久的新版Siri升级计划再次遭遇技术挫折，在近期内部测试中暴露多项问 题，原定随3月iOS 26.4系统更新推出的多项AI功能，或将被迫分散至后续版本推迟发布，部分功能最快5月亮相，最迟可能延后至9月。 这已是新版Siri自2024年宣布升级以来的第二次重大延期。 2024年6月，苹果在全球开发者大会上首次宣布将对Siri进行重大AI升级，依托自研大语言模型平台Apple Foundations Models，打造更 智能的个人语音助手，原定2025年初推出。 值得注意的是，苹果仍在推进两项未公开的新功能，包括类似Perplexity的网络搜索工具和基于Image Playground的自定义图像生成功 能，这两项功能已在iOS 26.4和26.5测试版中出现，有望部分按原计划推进。 苹果还正为iOS 27等后续系统研发代号为"Campo"的重大AI项目，计划将Siri改造为类似聊天机器人的系统级助手，深度整合谷歌Gemini 先进模型与苹果生态，覆盖邮件、日历等核心应用。 此外，苹果CEO库克近期暗示，公司正开发新的数据中心芯片，以增强AI处理能力 ...

该机构补充称，目前iPhone 17系列几乎没有折扣或降价，这为未来进一步调整价格或优化利润率留出了空间。不过，其他手机品牌尚未进入最密集 的促销阶段，本月的农历新年节日将成为季节性消费的核心。 Counterpoint Research指出："苹果成为唯一实现同比增长的主要品牌，其市场份额达到过去五年来1月份的最高水平。""iPhone 17基础版本现已符合 补贴资格，提升了其性价比吸引力，并推动销量环比增长9%。" 智通财经APP获悉，根据Counterpoint Research的数据，苹果(AAPL.US)的iPhone是1月份唯一在中国市场实现销量增长的智能手机产品线。该机构 称，其他手机厂商的销量在整体下滑23%的市场环境中都出现大幅下降，主要是补贴减少以及农历新年时间变化所致。然而，iPhone 17系列帮助苹 果实现了8%的增长，使其市场份额提升至约五分之一，与华为并列领先。 自去年9月推出新款机型以来，苹果的旗舰产品实现了重大复苏。在全球最大智能手机市场，其假期期间出货量激增，帮助其实现了有史以来最佳的 iPhone季度业绩。苹果在上月底公布的财报显示，在截至2025年12月27日的第一财季 ...

据了解，《人生切割术》由亚当·斯科特主演，本·斯蒂勒担任执行制片人并主要执导。此次收购的背景 源于原制片方 Fifth Season 面临的财务压力与制作成本的激增。受全球疫情、好莱坞演职人员罢工以及 融资利息上涨的影响，该剧第二季的单集成本已飙升至 2000万美元。 智通财经APP获悉，据报道，苹果公司(AAPL.US)旗下的内容制作部门 Apple Studios 已正式完成对热门 科幻剧集《人生切割术》(Severance)知识产权(IP)及全球所有权的收购。此次交易金额约为 7000万美 元，标志着该剧由原本向独立制片厂 Fifth Season(原 Endeavor Content)"租赁"版权的外部制作模式，正 式转为苹果全资所有的自制项目。 通过此次买断，苹果不仅缓解了原制片方的现金流危机，更获得了对该品牌未来开发的完全控制权，从 而能够更灵活地调动资金以保障后续高预算制作的推进。 苹果此前已收购其Apple TV流媒体平台上播出的其他几部知名剧集，包括从AMC Studios接手制作的 《Silo》(末日地堡)。 ...

来源：环球网 【环球网科技综合报道】2月12日消息，据MacRumors报道，近日从欧盟"重大收购"清单获悉，苹果公 司已于2025年10月完成对加拿大图数据库公司Kuzu的收购，此次收购被外界视作苹果在数据技术领域 的一次重要布局，目前苹果方面尚未披露此次收购的具体用途和后续规划。 公开资料显示，Kuzu成立于2023年，总部位于加拿大安大略省，被收购时员工规模约10人。随着收购 完成，该公司官网已正式下线，其在GitHub上的软件仓库也于2025年10月10日被归档，结合公司离职员 工的相关信息，这一时间点也与外界推测的收购完成时间相印证。 | ? Mac Rumors | | | | | | Got a tip for us? Let us kr | | --- | --- | --- | --- | --- | --- | --- | | Front Page | Roundups | | Guides | How Tos | Reviews | Buyer's Guide Forun | | AirTag | iPhone 18 | IOS 26 | | macOS Tahoe | iPadOS 2 ...

Core Insights - Apple is facing significant delays in the launch of its AI Siri, with the earliest expected release now pushed to the iOS 26.5 version, and full functionality may not be available until the iOS 27 release in September [1][5][25] - Internal testing has revealed that the new Siri struggles with speed and accuracy, often misunderstanding user commands and requiring longer processing times for complex queries [4][11] - Apple's commitment to user privacy is impacting the development timeline, as the company aims to ensure that AI data remains local or on privacy-protecting servers, diverging from industry norms [20][22] Development Timeline - The initial plan was to launch AI Siri in March 2024 with iOS 26.4, but this has been delayed multiple times, with the latest target being March 2026 [1][5] - Features that were previously showcased, such as Siri's ability to access personal data, may be cut from the upcoming release due to ongoing stability issues [5][7] Technical Challenges - The new Siri's integration with ChatGPT has not been reliable, often reverting to existing capabilities instead of utilizing Apple's own technology [4][11] - The App Intents system, which is intended to allow voice control for in-app operations, is still in early development and lacks reliability [9][11] Future Plans - Apple is planning to introduce new AI features in iOS 26.5, including a new web search tool and custom image generation capabilities, although these also face stability challenges [13][14] - The next generation of Siri, expected in iOS 27, will leverage Gemini technology to enhance its capabilities, potentially transforming it into a more conversational AI [16][17] Organizational Impact - The delays in AI Siri's rollout are affecting Apple's broader product strategy, particularly in smart home products that rely on these functionalities [24] - The company has experienced significant talent loss in its AI team, with key members leaving for competitors, which may further hinder progress [24] Leadership and Market Position - There are speculations that CEO Tim Cook may step down this year, raising questions about whether AI Siri will be fully realized during his tenure [25] - Despite the delays, strong sales of the iPhone 17 series are currently masking the challenges Apple faces in AI development [25]

A new study shows the Apple News app promotes articles from left-leaning outlets and shuts out conservative news sites. Joining me now is California Post opinion editor Joel Pollock. Joel, this looks like Apple News is flatout supporting left-wing causes.Is it. It does appear that way. The media research center looked at 620 Apple News articles and 440 of them were from left-leaning outlets.180 the remainder were from centrist outlets. And as for right-leaning outlets like the New York Post, for example, or ...

SYDNEY—ANZ Group shares are on course for their best day since 2020 after the country's fourth-largest lender cut its first-quarter costs by more than analysts had expected. ...

Core Insights - Apple is delaying the launch of several new capabilities for its Siri virtual assistant, with expected features now pushed from March to May and September [2][6] Group 1: Siri Delays - Features such as Siri's ability to access personal data and perform multiple in-app actions in response to a single command are among those being delayed [2] - The delays are attributed to issues with Siri's processing of queries and response times during testing [6] Group 2: AI Leadership and Development - Apple has revamped its artificial intelligence leadership amid ongoing delays with Siri, aiming to improve its AI roadmap after a series of setbacks [7] - Previous reports highlighted the need to delay key features for iOS and iPadOS to avoid releasing unstable code and the challenges faced in developing next-generation Siri [7] Group 3: Product Strategy Adjustments - Apple has scaled back plans for an AI-based health coach, opting to integrate features into its Health app over time instead of launching a standalone product [8] - Additionally, the company has reduced manufacturing and marketing efforts for the Vision Pro headset due to weak sales, choosing not to expand its rollout in 2025 [8]