公众号记得加星标⭐️，第一时间看推送不会错过。 有传言称，即将推出的高端 M5 Pro 和 M5 Max 处理器将采用与M5不同的架构，据推测是为了提高 可扩展性。预计它们将在 下一代 MacBook Pro中首次亮相。 通常情况下，SoIC芯片采用堆叠式小芯片设计，这样可以实现最小的互连尺寸，从而获得最快的互 连速度。但苹果可能采用了定制的SoIC-MH布局，将小芯片排列在主芯片旁边，而不是堆叠起来。 一个可能至关重要的步骤 架构的改变意味着芯片速度的提升将更加容易和高效，同时还能降低发热量，并可能略微延长电池续 航时间。为了实现这一目标，据说苹果公司已经放弃了M5处理器使用的台积电系统级芯片布局，转 而采用了一种名为SoIC-MH的定制版台积电系统级集成芯片水平封装布局。 苹果在其M5处理器中采用的SoC 架构，除了内存之外的所有组件都集成在单个芯片上，该芯片与系 统内存相连。该公司基本上是通过组合多个芯片来扩展其Pro、Max和Ultra系列芯片的规模。 发生了什么变化？ 这就是为什么，例如，Max 和 Ultra 芯片上的 GPU 核心数量通常是低端版本的两倍。但这始终是一 种效率低下且缺乏灵活性的性 ...

Group 1 - Tesla's future focus is on AI, autonomous driving, and robotics, with plans for a Robotaxi within five years and expansion of solar battery manufacturing in the U.S. [2] - Stellantis acknowledges a strategic miscalculation with a €22 billion write-down, adjusting its operations by exiting battery joint ventures and halting electric pickup production, expecting a net loss of €21 billion by late 2025 [2] - Bithumb, a major South Korean cryptocurrency exchange, experienced a significant error during a reward event, mistakenly distributing 620,000 bitcoins, leading to a temporary price drop of nearly 18% [3] Group 2 - Yongtai Technology announces that CATL will become a shareholder, aiming to enhance collaboration in lithium battery materials [5] - Meitu expects a 60%-66% increase in net profit by 2025, driven by AI advancements in image processing and expansion of paid services [6] - Baidu faces a lawsuit for generating false criminal information via AI, raising discussions on AI content generation liability [6] - Xiaoma Zhixing partners with Moore Threads to apply domestic AI computing power in autonomous driving, enhancing technology development capabilities [6] - Sunwoda's major shareholder signs a restructuring agreement with Anhui Guowei Group, which plans to invest nearly ¥7.2 billion, potentially enhancing resource integration [6] Group 3 - SpaceX merges with xAI to create a company valued at $1.25 trillion, leveraging SpaceX's financial stability to support AI initiatives [8] - Apple plans to launch several new products in March, including the iPhone 17e and iPad 12, with a focus on AI strategy and Siri upgrades [8] - Netflix is pursuing an $83 billion acquisition of Warner Bros. Discovery, facing antitrust scrutiny amid competitive offers from Paramount [8] - Intel and AMD inform Chinese clients about CPU supply shortages, with delivery times extending up to six months and price increases of over 10% for certain products [9] Group 4 - Samsung Electronics aims to mass-produce sixth-generation high-bandwidth memory (HBM4) by mid-February, becoming the first to do so globally [11] - Crypto.com founder purchases the domain "AI.com" for $70 million, marking a record in domain transaction prices [11] - Japan's Sojitz Corporation introduces a new fungicide with a 97% import registration in India, showcasing innovative mechanisms and broad-spectrum efficacy [11] - Fujifilm will cease sales of certain printing machines in Europe due to profitability challenges, while retaining other product lines [11] - Genesis announces a strategic shift to enhance its high-end brand attributes through a new platform and design approach [11]

要闻提示 NEWS REMIND 1.马斯克：若没有AI和机器人，美国1000%会走向破产 2.天涯社区宣布重启：6月1日恢复访问！1999元招募创世成员 4.千问App又崩了，官方发文回应：热度太高有点堵，求放过 5. 赛力斯"减重"，剥离"不良资产"蓝电 6.米哈游发布反舞弊通报：3名员工获刑，24家供应商被列入黑名单永不合作 7.被欧盟认定存在上瘾式设计，不改可罚款数十亿美元！TikTok回应：调查结果完全错误 8.秘密照片曝光：爱泼斯坦与马斯克、扎克伯格等共进晚餐 今日头条 HEADLINE NEWS 马斯克：若没有AI和机器人，美国1000%会走向破产 2月8日消息，特斯拉CEO埃隆·马斯克日前在一场播客访谈中，再次就美国债务问题发出严厉警告，明确 表示若没有AI和机器人技术的支撑，美国将1000%走向破产，陷入衰落。马斯克说，"除此之外，没有任 何其他办法能够解决国家债务问题。我们需要足够的时间来部署AI和机器人，避免在此之前就陷入破产境 地。" 访谈中，有提问者质疑，既然马斯克认为技术能推动经济增长、减轻债务负担，为何其在担任政府效率部 （DOGE）负责人期间仍大力削减开支。对此，马斯克回应称， ...

Core Viewpoint - The Zibo Municipal Bureau of Commerce has announced the list of participating brands for the 2026 appliance recycling and new purchase activities, aiming to promote consumer goods recycling and stimulate local consumption [1][4]. Group 1: Appliance Recycling Program - The Zibo Municipal Bureau of Commerce has collected applications from brand manufacturers to establish a product model database for the 2026 appliance recycling program [4]. - A total of 87 home appliance brands, including Haier, Midea, and Gree, have registered to participate in the 2026 appliance recycling initiative [4][5]. - The participating brands cover various categories such as refrigerators, washing machines, air conditioners, and televisions [5][6]. Group 2: Digital and Smart Products Purchase Program - The program also includes a new purchase initiative for digital and smart products, with 21 brands, including Huawei and Apple, participating [4][8]. - The participating brands in the digital and smart products category offer a range of items including smartphones, tablets, and smartwatches [8].

古尔曼披露了库克在会议上有关庆祝活动的完整发言。IT之家附大意如下： 最近我不断思考苹果本身，因为我们一直在研究，50 周年这样的重要时刻该如何纪念。这本身就是一项了不起的成就。我们回顾了档案、照 片，也重新审视了产品、服务和参与其中的人。我深切感受到，苹果不仅改变了自身，更深刻改变了世界，也为世界创造了巨大价值。 IT之家 2 月 9 日消息，在昨晚的"Power On"时事通讯中，彭博社记者马克 · 古尔曼披露，在一次内部全员会议上，苹果 CEO 蒂姆 · 库克向员工释放信号，围 绕公司即将到来的 50 周年，苹果已经在筹划纪念安排，具体形式暂未对外公布。苹果成立于 1976 年 4 月 1 日，50 周年节点已近在眼前。 然而至于该活动究竟是面向内部还是面向公众，库克尚未明确表态。 回顾发展历程，苹果在 1990 年代末一度徘徊在破产边缘，却在 2010 年代初成长为全球市值最高的上市公司。Macintosh、iPod、iPhone 和 Apple Watch 等产 品先后定义了多个时代。最新财报显示，苹果单季营收创下历史新高，iPhone 销量同样刷新纪录，表明公司在商业层面仍处于巅峰状态。 会不会庆 ...

最近，Xcode迎来一波小版本更新，但带来的功能相当给力——它支持AI了。具体来说，Xcode 26.3开放了AI Agency的接口，包括Claude、Codex和 Mock。一旦开发者在Xcode中绑定这些第三方账号，就能获得全局AI支持的开发环境。 作为开发苹果生态应用的唯一官方IDE，Xcode这波更新意义重大，它或许能彻底颠覆传统苹果应用开发流程，让「人人都是程序员」变得可能。 程序员热捧的AI神器，苹果终于能用了 在介绍Xcode这次的更新前，我们有必要先把AI编程这件事说清楚。对于AI大模型，大部分人的第一反应应该是各家网页端的产品。这些大模型用起来更像 是一个可以聊天的机器人，如果要用它们写代码，一般的步骤就是：把自己的需求告诉AI、AI帮用户生成代码、用户再把代码复制粘贴到对应的编辑器 中。 | swift | | --- | | import SwiftUI | | struct QuadraticSolverView: View { | | @State private var a: String = | | II II @State private var b: String = | ...

Core Viewpoint - The article discusses the contrasting bullish and bearish arguments surrounding Apple, particularly in light of its recent earnings report and market performance [1][2]. Group 1: Company Performance - Apple reported a record of over 2.5 billion active devices, showcasing its extensive consumer reach and popularity [4]. - The services segment achieved an all-time high revenue of $30 billion, reflecting a 14% year-over-year increase, indicating strong growth potential [5]. - The combination of hardware and software positions Apple favorably in the market, especially in the context of artificial intelligence, despite concerns about innovation urgency [6]. Group 2: Market Position and Valuation - Apple's current market capitalization stands at $4.1 trillion, with a price-to-earnings ratio of 34.1, suggesting it is not a value stock [8][9]. - Warren Buffett's Berkshire Hathaway has reduced its stake in Apple, selling shares in six of the last eight quarters, which raises concerns about valuation and market sentiment [9][10]. - The stock price has increased by 1,040% over the past decade, but the recent selling activity by a prominent investor may indicate a shift in perceived opportunity [8][10].

Core Viewpoint - The ongoing speculation about Tim Cook's retirement has intensified, with discussions about Apple's future leadership and the potential impact on the company post-Cook era [1][15]. Group 1: Tim Cook's Leadership and Legacy - Tim Cook, at 65 years old, has been CEO of Apple for nearly 15 years, during which the company's market value has surged from approximately $300 billion to over $4 trillion, marking a growth of about 1254% [11][12]. - Under Cook's leadership, Apple has transformed from a hardware-centric company to a hardware and services ecosystem, with services like App Store and Apple Music becoming core growth drivers [13]. - Cook's management style is characterized by stability and efficiency, contrasting with Steve Jobs' more flamboyant approach, which has led to concerns about innovation under his tenure [3][21]. Group 2: Market Position and Competitors - Apple's operational cash flow reached $54 billion in Q1 2026, an 80% increase year-over-year, with earnings per share growing by 19%, indicating strong financial health [9]. - Competitors such as Samsung and Huawei view Cook's leadership as a formidable barrier, as his mastery of supply chain management has made Apple a difficult target in the high-end smartphone market [5][6]. - The company's gross margin remained robust at 48% in Q4 2025, up from 46.9% the previous year, showcasing its strong profitability amidst rising storage prices [9]. Group 3: Succession Planning - Apple's succession plan appears to be evolving towards a dual-leadership model, with hardware and software heads expected to jointly lead the company in the future [21][22]. - John Ternus, a key figure in Apple's hardware engineering, is considered a strong candidate for succession due to his alignment with Cook's management style and deep understanding of Apple's operations [21][22]. - The company's internal promotion strategy aims to minimize cultural disruption and ensure a smooth transition, reflecting Cook's commitment to maintaining stability post-retirement [22][23]. Group 4: Broader Implications of Cook's Retirement - Cook's potential retirement raises concerns about the stability he has provided in a complex global trade environment, particularly regarding Apple's extensive supply chain [16][17]. - The fear of uncertainty following Cook's departure stems from his ability to navigate geopolitical challenges and maintain Apple's market position, especially in China, where sales grew by 38% year-over-year in Q1 2026 [16][18]. - The narrative surrounding Cook emphasizes that while innovation is crucial, the stability and efficiency he has brought to Apple may be equally significant in sustaining the company's success [20][24].

【CNMO科技消息】近日，据外媒报道，在近期的一次全体员工会议上，苹果CEO蒂姆·库克向员工透 露了关于公司即将迎来50周年庆典的计划。据CNMO了解，苹果公司成立于1976年4月1日，即将在几个 月后迎来其50岁生日。 库克在会上表示：最近我对苹果进行了异常深刻的思索，因为我们一直在思考如何纪念这个时刻——50 周年。这是一项非凡的成就，我们一直在翻阅旧档案、旧照片，回顾产品、服务和人员。我深刻感受到 苹果改变了世界，为这个世界贡献了如此之多。我们会庆祝它吗？那是肯定的。只是我们尚未准备好确 切说明庆祝方式，所以请继续关注。是的。我们不是一个喜欢回顾过去的公司。因此，负责这个项目的 团队不得不有点不同的思维模式，因为我们的思维总是关于接下来的。我们真的不得不努力工作才能进 入反思状态。但是当你真正停下来思考过去50年，会让你心花怒放。真的。我保证会有一些庆祝活动。 相关报道 外媒认为，虽然库克很可能指的是针对苹果员工的庆祝活动，但该公司几乎肯定也会以大型公开活动来 纪念这一历史性时刻。 从上世纪90年代末的濒临破产，到2010年代初成为全球市值最高的上市公司，苹果已经推出了许多标志 性产品，包括1984年的 ...

郭秀明表示，为更好地支撑工业和信息化部企业社会责任建设工作，推动电子信息行业企业可持续发展 与社会责任治理工作开展，中电标协社会责任工作委员会，依据《电子信息行业社会责任指南》《电子 信息行业社会责任管理体系》《电子信息行业社会责任治理评价指标体系》行业和团体标准，围绕组织 治理、诚信经营、技术创新与应用等十大主题102项治理指标，通过企业填报、初评、信息核查复评、 专家评价评议等流程，于2025年7-11月，面向行业各细分产业链主及代表性企业，组织开展"2024-2025 年度电子信息行业企业社会责任治理水平评测"工作，同时开展相关实践的深入研究。 （来源：中华工商时报） 转自：中华工商时报 第十一届电子信息行业社会责任年会暨中电标协社会责任工作委员会年度会员大会，日前在京举办。中 国电子工业标准化技术协会（简称"中电标协"）社会责任工作委员会主任委员仲里，中电标协社会责任 工作委员会常务副主任委员、工信部政法司原副巡视员郭秀明到会，并分别作中电标协社会责任工作委 员会2025年工作报告，披露2024-2025年度电子信息行业企业社会责任治理水平评测结果和发布《2024- 2025年度电子信息行业社会责任建 ...