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2月12日外盘头条:特朗普仍倾向与伊朗达成协议 非农数据大超预期 重挫美联储降息预期 关税收入飙升超300%
Xin Lang Cai Jing· 2026-02-11 21:56
全球财经媒体昨夜今晨共同关注的头条新闻主要有: 特朗普与内塔尼亚胡会晤 表示更倾向与伊朗达成协议 美国总统唐纳德·特朗普表示,他告诉以色列总理本杰明·内塔尼亚胡,自己打算继续推进与伊朗的会 谈,并且尽管这位到访领导人有所保留,他仍倾向于与伊朗达成协议。 1、特朗普与内塔尼亚胡会晤 表示更倾向与伊朗达成协议 2、美国非农意外录得逾一年最大增数 交易员将联储恢复降息预期押后至7月 3、边问边买 谷歌将AI购物功能嵌入搜索与Gemini 4、苹果公司推出新版Siri的计划再遇阻 多项备受期待的功能或推迟发布 5、道明证券将美联储下次预期降息时间从3月推迟至6月 料年内有三次行动 6、 美最高法院裁决之际,关税收入飙升超 300% 特朗普在周三与内塔尼亚胡会面后,在社交媒体发文称,两人进行了"一次非常好的会谈",而且"我们 两国之间的深厚关系仍在延续"。 "除我坚持与伊朗的谈判继续进行、看看是否能够促成一项协议之外,没有达成任何确定性的结果," 这位美国总统接着写道,"如果可以,我已经让总理知道,那将是我的优先选择。如果不行,我们就只 能看看结果会是什么。" 美国非农意外录得逾一年最大增数 交易员将联储恢复降息预期押 ...
FTC chairman warns that political bias in Apple News app may violate consumer protection laws
New York Post· 2026-02-11 21:49
The Federal Trade Commission warned Apple in a fiery letter on Wednesday that it may be violating consumer protection laws by stifling right-leaning publications on its popular news app.FTC Chairman Andrew Ferguson’s letter to Apple CEO Tim Cook came one day after The Post exclusively reported on a study that pointed to the Apple News app’s apparent bias against conservative media outlets. President Trump shared The Post’s report on his Truth Social account early Wednesday.   Media Research Center, a conser ...
苹果新Siri发布又推迟?据称测试暴露问题,部分功能或延至9月上线
Hua Er Jie Jian Wen· 2026-02-11 21:48
新近报道显示,因为在近期的测试中遭遇技术瓶颈,苹果公司备受期待的多项Siri虚拟助手功能发布面临重大调整。 据美东时间11日周三的报道,苹果原计划2026年3月上线新操作系统iOS 26.4时推出Siri的新功能,直到上个月仍坚持3月这 个目标时间。苹果的高管们长期坚持,不希望新功能推迟到2026年春季之后发布。而在测试发现问题后,苹果现在考虑, 将一些功能分散至后续iOS更新时发布,部分功能可能推迟至5月上线iOS 26.5时、甚至9月iOS 27上线时。 报道援引知情人士消息,在测试过程中,新版Siri暴露了软件无法正确处理查询、响应时间过长以及准确性不足等问题, 这成为此次推迟的主要原因。知情者称,形势仍在不断变化,苹果的计划可能进一步调整。 苹果的发言人拒绝就上述消息置评。消息传出后,午盘曾涨超2%的苹果股价加速回吐涨幅,日内涨幅一度收窄至不足 0.6%,收盘时涨近0.7%,回吐过半盘中涨幅。 此次延迟是苹果升级Siri计划的最新挫折。苹果于2024年6月首次展示计划推出苹果个人智能系统Apple Intelligence加持版 本的Siri功能,承诺让Siri能够利用个人数据和屏幕内容更好地满足用户 ...
苹果公司推出新版Siri的计划再遇阻 多项备受期待的功能或推迟发布
Xin Lang Cai Jing· 2026-02-11 21:23
苹果公司筹划已久的Siri虚拟助手升级在最近几周的测试中遇到问题,多项备受期待的功能可能会推迟 发布。 据知情人士透露,苹果原计划将这些新功能纳入定于3月发布的更新系统iOS 26.4中,但目前正考虑在 未来的版本中将其陆续推出。这意味着,至少部分功能可能要等到5月iOS 26.5甚至9月iOS 27发布才会 问世。 苹果的Siri更新过程漫长而艰难。该公司最早于2024年6月宣布计划对Siri进行重大改版。当年,这家 iPhone制造商展示了多项新能力,使Siri能够调用个人数据和屏幕内容,从而更好地完成用户请求。 升级后的Siri还将允许用户通过语音精确控制苹果及第三方应用程序。所有这些新功能原定于在2025年 初前推出。 去年春季,苹果推迟了发布时间,称新版Siri将于2026年发布,但未公布更具体的时间表。不过在内 部,苹果将目标定在2026年3月与iOS 26.4同步推出,这一目标甚至在上个月仍未改变。 但知情人士表示,测试过程中发现软件出现新的问题,导致公司再次推迟计划。Siri有时无法正确处理 查询请求,或处理时间过长。由于讨论尚属私密,知情人士要求匿名。 目前情况仍存在变数,苹果的计划可能进一 ...
美股三大股指收盘普跌 美光科技涨近10%
Mei Ri Jing Ji Xin Wen· 2026-02-11 21:13
Market Performance - The three major U.S. stock indices closed mixed on Wednesday, with the Dow Jones Industrial Average down by 0.15%, the Nasdaq down by 0.16%, and the S&P 500 down by 0.03% [1] Company Movements - Nvidia and Apple both saw gains of nearly 1% [1] - Google and Microsoft experienced declines of over 2% [1] - Amazon fell by more than 1% [1] - Meta had a slight decline [1] - Broadcom and Tesla saw minor increases [1] - Caterpillar rose by over 4% [1] - Micron Technology surged by nearly 10% [1]
Apple: The Last Free Cash Flow Standing Is A Double-Edged Sword (NASDAQ:AAPL)
Seeking Alpha· 2026-02-11 21:02
Almost all of Apple's ( AAPL ) big tech peers are set to see their free cash flows approach zero in 2026, as they invest heavily in AI. Amazon ( AMZN ) is looking at $200 billion of capex, Alphabet (I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portf ...
Apple: The Last Free Cash Flow Standing Is A Double-Edged Sword
Seeking Alpha· 2026-02-11 21:02
Almost all of Apple's ( AAPL ) big tech peers are set to see their free cash flows approach zero in 2026, as they invest heavily in AI. Amazon ( AMZN ) is looking at $200 billion of capex, Alphabet (I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portf ...
Apple Stock Eyes Breakout As This Unseen Engine Unlocks Agentic AI
Investors· 2026-02-11 21:00
Apple Stock Eyes Breakout As Unseen Engine Unlocks Agentic AI | Investor's Business DailyMESSY MARKET: [Take These Steps To Stay Profitable And Protected]---Earlier this month, Apple (AAPL) unveiled Xcode 26.3 to unlock the power of agentic coding to help developers leverage coding agents, including Anthropic's Claude Agent and OpenAI's Codex. Alongside that news, Apple stock continues to take aim at two potential buy points as it pops onto the Investor's Business Daily Breakout Stocks Index. The iPhone mak ...
美股科技股,集体上涨
Di Yi Cai Jing Zi Xun· 2026-02-11 20:51
Group 1 - Major tech stocks experienced a broad increase, with SanDisk rising over 8%, Oracle up 2%, and NVIDIA increasing by more than 1% [1][2] - Other notable gainers included Tesla, Broadcom, Apple, and Amazon, all showing positive movement [1] - The three major U.S. stock indices opened higher, with the Nasdaq up 0.77%, the Dow Jones up 0.41%, and the S&P 500 up 0.62% [3] Group 2 - Chinese concept stocks mostly rose, with Kingsoft Cloud increasing by over 11%, Bilibili up more than 3%, and Century Internet and Beike both rising over 2% [2][4] - Storage-related stocks rebounded, with Micron Technology rising over 6% and Western Digital increasing by more than 4% [4]
Will Tech Stocks Bounce Back or Should You Sell Them Instead?
Yahoo Finance· 2026-02-11 20:07
The broad-based S&P 500 Index ($SPX) is hovering near record highs, and the 30-share Dow Jones Industrial Average Index ($DOWI) closed above 50,000 for the first time earlier this week. However, tech stocks, particularly the Magnificent 7, that pretty much led the rally from the front since the March 2020 lows, tell a different tale. Apple (AAPL) has been somewhat of an outlier, down only about 5% from its all-time highs—but it also never really participated in the artificial intelligence (AI) rally, so ...