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继《末日地堡》后再吞独立IP:苹果(AAPL.US)7000万美元斩获《人生切割术》
智通财经网· 2026-02-12 05:44
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)。 ...
苹果收购加拿大图数据库公司Kuzu,布局数据技术领域
Huan Qiu Wang Zi Xun· 2026-02-12 03:31
Group 1 - Apple has completed the acquisition of Canadian graph database company Kuzu in October 2025, marking a significant move in the data technology sector [1] - Kuzu, founded in 2023 and based in Ontario, Canada, had around 10 employees at the time of acquisition, and its website has since been taken down [1][4] - The acquisition is seen as a strategic shift for Apple, which has traditionally relied on relational databases, as Kuzu specializes in graph databases that offer efficiency advantages in multi-layered queries [4] Group 2 - The technology from Kuzu may have multiple future applications, including potential integration into Apple's iWork suite to enhance collaborative features [5] - The visual characteristics of graph databases could align with mind-mapping tools, suggesting possible enhancements to Apple's productivity applications [5] - There is speculation that the technology could improve social and content-sharing features across Apple's platforms, such as Game Center and Apple Music [5]
库克退休前,能见到 Al Siri 上线吗?
3 6 Ke· 2026-02-12 02:50
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]
Apple says its news site provides access to a ‘wide range of topics' amid bias allegations
Youtube· 2026-02-12 02:30
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 ...
ANZ Bank Shares Enjoy Best Day Since 2020 as Cost Cuts Show
WSJ· 2026-02-12 02:20
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. ...
Apple Taps Brakes on Siri AI Overhaul
PYMNTS.com· 2026-02-12 02:00
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]
英媒:苹果与特朗普政府关系再次紧张,美反垄断机构发出警告
Feng Huang Wang· 2026-02-12 01:59
Core Viewpoint - The relationship between Apple and the Trump administration has become tense again, as the FTC has warned Apple against suppressing conservative content on its Apple News platform [1] Group 1: Regulatory Concerns - The FTC Chairman Andrew Ferguson sent a letter to Apple CEO Tim Cook, referencing a report from the Media Research Center that claims Apple prioritizes "left-leaning media" in its news recommendations [1] - Ferguson stated that any action by Apple to suppress or promote news articles based on ideological or political stance could violate U.S. laws against misleading consumers [1] - The FCC Chairman Brendan Carr, also appointed by Trump, praised Ferguson's actions, asserting that Apple has no right to suppress conservative viewpoints [1] Group 2: Required Actions - Ferguson called for a comprehensive review of Apple's service terms, indicating that if the content curation practices do not align with these terms, corrective measures should be taken [1]
Siri“变身计划”被打散! 苹果(AAPL.US)内部测试翻车 “AI版Siri”被迫分期交付
智通财经网· 2026-02-12 01:40
Core Viewpoint - Apple's long-planned AI upgrade for Siri has encountered obstacles during recent testing, potentially delaying the release of anticipated new AI features, which may now be rolled out across multiple future versions of iOS instead of being included in the upcoming iOS 26.4 update [1][5][6]. Group 1: AI Upgrade Challenges - The AI upgrade for Siri, initially set to be included in iOS 26.4, is now likely to be split into multiple releases, with some features possibly delayed until iOS 26.5 (expected in May) and iOS 27 (expected in September) [1][5]. - Recent testing has revealed software issues that have contributed to the latest round of delays, with Siri struggling to accurately process user queries and taking too long to respond [5][8]. Group 2: Partnership with Google - Apple has partnered with Google to utilize the Gemini AI model as the technical foundation for the upgraded Siri, marking a significant shift towards AI integration in Apple's products [2][3]. - This collaboration has been beneficial for both companies, with Apple's agreement contributing to Alphabet's market valuation reaching $4 trillion [3]. Group 3: Future AI Features - The upgraded Siri is expected to allow users to control both Apple and third-party applications through voice commands, with a target launch date initially set for early 2025 but now pushed to 2026 [5][6]. - New features under development include enhanced capabilities for retrieving personal data and executing complex commands in a single voice instruction [7][9]. Group 4: AI Integration and User Experience - The integration of AI models into consumer electronics aims to create a more personalized AI assistant experience, similar to the concept of a "personal AI companion" depicted in the film "HER" [4]. - Apple's future AI plans include a complete overhaul of Siri, transforming it into a more advanced chatbot-like interface supported by Google's AI technology [10][11]. Group 5: Privacy Considerations - Apple's commitment to user privacy is influencing the development timeline of personalized AI features, with a focus on keeping user data secure and private [12].
美股高开低走,非农就业远超预期却吓坏市场,降息预期再度推迟
Jin Rong Jie· 2026-02-12 01:39
Group 1 - The U.S. labor market showed strong performance in January, with 130,000 new jobs added, significantly exceeding the Dow Jones estimate of 55,000, and the unemployment rate dropped to 4.3%, the lowest since August 2025 [1] - Following the employment report, traders adjusted their expectations for the Federal Reserve's interest rate cuts, pushing the anticipated timing from June to July, while the 10-year Treasury yield rose by 4 basis points to 4.18% [1] - The software sector faced selling pressure, with notable declines in stocks like Salesforce and ServiceNow, and the iShares Expanded Tech-Software Sector ETF (IGV) has retreated approximately 30% from its 52-week high [1] Group 2 - Despite the overall market decline, certain sectors benefited from positive economic data, particularly AI data center-related hardware companies, with Micron Technology rising over 6% after Deutsche Bank raised its target price and maintained a "buy" rating [1] - TSMC saw an increase of over 4%, while Apple’s stock rose by 2%, indicating strength in storage and precious metals sectors as well [1] - At market close, the three major indices experienced slight declines: the Dow Jones fell by 0.13% to 50,121.40 points, the Nasdaq dropped by 0.16% to 23,066.47 points, and the S&P 500 decreased by 0.01% to 6,941.45 points [2]
Omdia:2025年Q4全球智能手机市场同比增长4% 苹果以25%市场份额领跑
智通财经网· 2026-02-12 01:33
Core Insights - The global smartphone market is expected to grow by 4% year-on-year in Q4 2025, driven by seasonal demand recovery and improved inventory management, despite some manufacturers facing rising component costs [1] - Apple leads the market with a 25% share, benefiting from strong demand for the iPhone 17 series, achieving record quarterly shipments and maintaining its position as the largest smartphone manufacturer for three consecutive years, slightly ahead of Samsung [1] - Samsung holds the second position with an 18% market share, primarily driven by strong sales of models priced below $300, particularly the Galaxy A17 4G and 5G series [1] Global Market Rankings - In Q4 2025, the top smartphone vendors by unit share are: - Apple: 25% (+9% growth) - Samsung: 18% (+16% growth) - Xiaomi: 11% (-11% growth) - Vivo: 8% (+4% growth) - OPPO: 8% (+9% growth) [2] Regional Performance - In the APAC region (excluding Greater China), the top vendors are: - Samsung: 19% (+18% growth) - Apple: 18% (+4% growth) - Vivo: 15% (+11% growth) - OPPO: 11% (+6% growth) - Xiaomi: 10% (-23% growth) [4] - In Latin America, the rankings are: - Samsung: 33% (+21% growth) - Lenovo: 16% (+14% growth) - Xiaomi: 15% (+6% growth) - HONOR: 9% (+64% growth) - Apple: 7% (-8% growth) [4] - In India, the top vendors are: - Vivo: 25% (+16% growth) - OPPO: 16% (+4% growth) - Samsung: 14% (-11% growth) - Xiaomi: 12% (-26% growth) - Apple: 11% (-1% growth) [6] - In the United States, the rankings are: - Apple: 69% (+8% growth) - Samsung: 14% (-3% growth) - Lenovo: 9% (+13% growth) - Google: 3% (-15% growth) - TCL: 2% (-7% growth) [6] - In Brazil, the top vendors are: - Samsung: 39% (-1% growth) - Lenovo: 23% (+12% growth) - Xiaomi: 15% (+12% growth) - Apple: 11% (+10% growth) - realme: 5% (-7% growth) [7]