Wedbush表示，美国联邦法官在搜索协议反垄断案件中的裁决对 谷歌(GOOGL.US)和苹果(AAPL.US)而 言是一场"重大胜利"。Wedbush维持了对苹果"跑赢大盘"的评级，并将其目标股价定为 270 美元。 Wedbush也维持对谷歌的"跑赢大盘"评级，但将目标价从225 美元上调至245美元。 周三，苹果(AAPL.US)涨逾3%，报237.17美元。美国地区法官Amit P. Mehta最新裁定，禁止谷歌签署排 他性搜索协议，拒绝了司法部要求强制剥离Chrome浏览器等严厉措施。法官明确表示，谷歌可以继续 为其产品的分发进行付费，禁止这些协议损害苹果等合作伙伴的利益。华尔街分析师将此视为两家公司 的重大胜利，因为这保护了谷歌与苹果价值200亿美元年度合作的核心商业模式。该裁决还为两家公司 在AI相关服务方面进一步合作铺平道路。 ...

Investment Rating - The report maintains an "Outperform" rating for the electronic industry [1][10]. Core Insights - Alibaba is significantly increasing its investment in AI, focusing on domestic computing and storage supply chain opportunities, with a projected capital expenditure of 380 billion yuan over the next three years [2][3]. - The semiconductor sector is experiencing rapid growth, driven by optimistic forecasts from major players like TSMC and SMIC, alongside increased domestic capabilities in advanced processes [1][3]. - The report emphasizes the importance of the "three cycles" (macroeconomic policy, industry inventory, and AI innovation) in driving valuation expansion in the electronic sector by 2025 [1][7]. Summary by Sections Industry Performance - The Shanghai Composite Index rose by 0.84%, while the electronic sector surged by 6.28%, with components up by 14.15% and optical electronics by 1.16% [1][11]. - The report notes a significant increase in the performance of the electronic industry compared to other sectors, highlighting the resilience and growth potential of this market [11]. Key Companies and Recommendations - Recommended companies include SMIC, Jianghai Technology, Aojie Technology, Demingli, Huahong Semiconductor, Industrial Fulian, Lanke Technology, Huaqin Technology, Jiewa Technology, and Jingchen Technology [1][2]. - The report suggests focusing on companies involved in AI hardware and domestic chip manufacturing, such as SMIC, Huahong Semiconductor, and Cambrian [2][3]. Market Trends - The report highlights a recovery in the storage market, with domestic manufacturers showing improved performance in Q2, indicating a positive trend for the sector [7]. - The global large-size LCD TV panel shipments increased by 8.9% year-on-year in July, suggesting a rebound in demand and a proactive approach from major brands in increasing panel orders for the upcoming quarter [8]. Financial Projections - The report provides earnings forecasts and investment ratings for key companies, indicating a generally positive outlook for the electronic sector with expected earnings growth for several firms [10].

智通财经APP获悉，周三，苹果(AAPL.US)涨逾3%，报237.17美元。美国地区法官Amit P. Mehta最新裁 定，禁止谷歌签署排他性搜索协议，拒绝了司法部要求强制剥离Chrome浏览器等严厉措施。法官明确 表示，谷歌可以继续为其产品的分发进行付费，禁止这些协议损害苹果等合作伙伴的利益。华尔街分析 师将此视为两家公司的重大胜利，因为这保护了谷歌与苹果价值200亿美元年度合作的核心商业模式。 该裁决还为两家公司在AI相关服务方面进一步合作铺平道路。 Wedbush表示，美国联邦法官在搜索协议反垄断案件中的裁决对 谷歌(GOOGL.US)和苹果(AAPL.US)而 言是一场"重大胜利"。Wedbush维持了对苹果"跑赢大盘"的评级，并将其目标股价定为 270 美元。 Wedbush也维持对谷歌的"跑赢大盘"评级，但将目标价从225 美元上调至245美元。 ...

来源：东财财经头条 9月3日，美股三大指数走势分化，截至发稿，道指跌0.01%，纳指涨0.75%，标普500指数涨0.43%。 | | 谷歌-A[GOOGL] 2025-09-03 21:49 | | 价格 = 均线 | | | | --- | --- | --- | --- | --- | --- | | 230.329 | | | | | 8.98 % | | 225.584 V | | | | | 6.73 % | | 220.839 | | | | | 4.49 % | | 216.095 | | | | | 2.24 % | | 211.350 | | | | | 0.00 % | | 206.605 | | | | | 2.24 % | | 201.861 | | | | | 4.49 % | | 197.116 | | | | | 6.73 % | | 192.371 | | | | | 8.98 % | | 21:30 | 23:00 | 01:00 | 02:30 | 04:00 | | | 1063万 | | | | | | | 797.31万 | | | | | | | 531.54万 ...

I think Bitcoin treasure companies are possibly a Trojan horse. Uh possibly more like the the the the way in which Trafi bends a knee to Bitcoin. It's like I you know if I'm bond market capital I can't get 10% anywhere except if I you know bend the knee to Bitcoin. I do understand the the counterpoint of like uh you don't want it to be a distraction from um your Bitcoin treasury focus.Like Apple is not going to become a a high conviction Bitcoin treasury company that's fully focused on driving Bitcoin per s ...

Core Insights - Apple's entry into Douyin Mall signifies a transformation in the rules of product launches in the era of content e-commerce, reinforcing the logic that "wherever the traffic is, business will follow" [1][2] - The shift in Apple's strategy reflects the changing competitive landscape in the Chinese smartphone market, with a notable 17% year-on-year decline in iPhone shipments in 2024 [2][3] Group 1: Apple's Strategic Shift - Apple has historically been cautious in its channel choices in China, only recently embracing platforms like Douyin, which has become a key player in brand marketing [2][3] - The decision to enter Douyin comes amid significant sales pressure, prompting Apple to adjust its pricing strategy and even close physical stores for the first time in China [2][3] Group 2: Douyin's Role in Brand Marketing - Douyin is evolving from a supplementary channel to a core platform for brands to engage directly with consumers and achieve efficient conversions [3][5] - The platform has facilitated significant sales growth for both international and local brands, exemplified by successful campaigns that have generated millions in GMV within days [3][4] Group 3: Content-Driven Marketing - The concept of "content is king" is becoming a practical business methodology, with Douyin's ecosystem supporting brand narratives and sales conversions simultaneously [6][7] - The integration of content and sales has led to a new marketing model where consumer engagement is driven by content, making "seeing equals buying" a reality [7][8] Group 4: Douyin as a Commercial Infrastructure - Douyin is redefining the relationship between consumers, products, and marketing spaces, emphasizing the importance of integrating content into the consumer experience [9] - The platform allows for every video to serve as a showcase, transforming product launches into engaging events rather than mere announcements [9]

US stocks advanced on Wednesday, snapping a two-day losing streak as tech megacaps recovered thanks to a court victory for Alphabet and Apple https://t.co/m75TXvl08P ...

21:09 现货白银突破41美元/盎司，涨逾0.5%，续创2011年以来新高。 21:30 美股开盘｜三大指数涨跌不一谷歌涨超7% 美股三大指数开盘涨跌不一，纳指涨0.85%，标普500指数涨0.41%，道指跌0.08%。谷歌涨超7%，梅西百货涨超14%，苹果涨逾3%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45259.28 | -36.53 | -0.08% | | 纳斯达克指数 | 21461.19c | 181.56 | 0.85% | | 标普500 | 6441.60 | 26.06 | 0.41% | 19:44 苹果美股盘前涨近4%。 21:00 现货黄金首次站上3550美元 现货黄金首次升至3550美元/盎司上方，再创历史新高，年内累涨逾35%。 19:12 梅西百货盘前涨超10%，此前公司上调年度指引。 16:03 Alphabet盘前涨超6%，谷歌在线搜索垄断案裁定出炉，无需剥离Chrome和安卓系统。 （文章来源：第一财经） ...

智通财经APP获悉，Wedbush指出，美国联邦法官在搜索协议反垄断案件中的裁决对 Alphabet(GOOGL.US)和苹果(AAPL.US)而言是一场"重大胜利"。Wedbush维持了对苹果"跑赢大盘"的评 级，并将其目标股价定为 270 美元。Wedbush也维持对谷歌的"跑赢大盘"评级，但将目标价从 225 美元 上调至 245 美元。 美国法官未禁止苹果与谷歌利润丰厚的搜索协议，该协议每年为iPhone制造商带来约200亿美元的收 入。尽管法官Amit Mehta在一起反垄断案中裁定谷歌不得签订互联网搜索独家协议，但允许其与浏览器 开发商达成默认搜索引擎协议。 由Daniel Ives领导的分析师表示："谷歌和苹果刚刚从法院获得重大胜利，法院裁定这两家巨头之间正 在进行的 200 亿美元的搜索业务协议将继续有效，不会被以当前形式禁止。这一案件曾给苹果的股票蒙 上了一层阴影，同时投资者担心谷歌可能会被迫拆分 Chrome 浏览器，或者被迫终止与苹果的搜索协 议，这种情况有可能会发生。" 分析师们表示："我们认为，接下来市场的关注焦点将会转向谷歌相对于大型同行公司的定位情况。我 们强调，谷歌的股票价格一 ...

谷歌涨超7%，梅西百货涨超14%。 19:44 苹果美股盘前涨近4%。 19:12 梅西百货盘前涨超10%，此前公司上调年度指引。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45259.28 | -36.53 | -0.08% | | 纳斯达克指数 | 21461.19c | 181.56 | 0.85% | | 标普500 | 6441.60 | 26.06 | 0.41% | 21:09 现货白银突破41美元/盎司，涨逾0.5%，续创2011年以来新高。 21:00 现货黄金首次站上3550美元 现货黄金首次升至3550美元/盎司上方，再创历史新高，年内累涨逾35%。 （更新中） 21:30 美股开盘｜三大指数涨跌不一 谷歌涨超7% 美股三大指数开盘涨跌不一，纳指涨0.85%，标普500指数涨0.41%，道指跌0.08%。谷歌涨超7%，梅西百货涨超14%，苹果涨逾3%。 16:03 Alphabet盘前涨超6%，谷歌在线搜索垄断案裁定出炉，无需剥离Chrome和安卓系统。 ...