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 ...

Group 1 - Apple Inc. (NASDAQ:AAPL) is highlighted as a favorite stock by Jim Cramer, who advises holding the shares rather than trading them [1] - Goldman Sachs reiterated a Buy rating for Apple Inc. with a price target of $330, noting a 7% growth in App Store spending in January, which is an improvement from December's 6% growth [1] - Bernstein also supports Apple Inc. with an Outperform rating and a price target of $325, citing record iPhone revenue and positive growth guidance amidst challenges in the memory industry [1] Group 2 - Jim Cramer expressed optimism about Apple's potential for growth, particularly in relation to its competitive position against Qualcomm and the increasing market share in China [2] - There is a belief that while Apple Inc. is a strong investment, certain AI stocks may offer higher returns with lower risk [2]

转自：中国经营报 观察 苹果的成功，或许早已超越了商业和技术的范畴。它精准地捕捉并塑造了这个时代人们对科技产品的终 极想象——不仅是工具，更是身份、品位与生活态度的延伸。它的高利润，是对其卓越产品力、强大生 态力和顶级品牌力的综合回报。 然而，危机中孕育着机遇。中国手机企业的高端化之路，或许不应该完全沿着苹果的路径前进，而应重 新定义竞争维度。 在AI和万物互联的新时代，手机的角色正在发生深刻变化。它不再仅仅是通信工具或娱乐设备，而是 成为个人数字生活的中心和智能生态的入口。这为中国企业提供了换道超车的可能性。 华为的"1+8+N"全场景战略、小米的"手机×AIoT"生态、OPPO的"万物互融"愿景，都在尝试构建不同于 苹果的开放智能生态。这种开放生态虽然难以达到苹果的利润密度，但可能创造出更大的产业价值和更 广泛的社会影响。 苹果的利润神话，本质上是一场关于"定义权"的战争。它定义了什么是高端，什么是流畅，什么是不可 或缺的体验。中国手机企业若想真正跻身高端行列，就必须有勇气和智慧，去争夺这份定义未来数字生 活的话语权。 而苹果利润神话给中国手机企业最深刻的启示，或许是长期主义的价值。苹果今天享受的生态红利 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月8日，科技记者马克・古尔曼发帖称，苹果计划于2月23日当周向开发者发布iOS 26.4的首个测试 版，预计将包含新版Siri的部分功能。此外，苹果还计划在3月2日当周发布新产品。iPhone 17e将延续 iPhone 16e的599美元定价，并新增新的芯片和MagSafe功能；新款入门级iPad将搭载A18芯片和Apple Intelligence，而iPad Air将升级至M4芯片。 （来源：智通财经） ...

（来源：智通财经） 智通财经2月8日电，知名科技爆料人马克・古尔曼发帖称，苹果计划于2月23日当周向开发者发布iOS 26.4测试版，预计将包含新版Siri的部分功能。此外，苹果还计划在3月2日当周举办一场新品发布会 iPhone 17e将维持与iPhone 16e相同的599美元起售价，并升级芯片且新增MagSafe磁吸功能；新款入门级 iPad将搭载A18芯片并支持Apple Intelligence，而iPad Air则将升级至M4芯片。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

Core Insights - Zhuhai Duty-Free Group has launched the Apple section at the Gongbei Port duty-free store, marking Apple's first entry into China's port duty-free market and the debut of smart electronic products in this channel [1][2] Group 1: Launch and Product Offering - The Apple section features a two-level layout, with the first floor dedicated to product display and the second floor for services like checkout and product activation, creating an interactive digital shopping space for travelers [1] - The initial product offerings include the latest iPhone models such as iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max, with a focus on storage options like 256GB and 512GB [2] - The iPhone 17 256GB is priced at 5,999 yuan, while the duty-free price is 6,099 HKD, representing a nearly 10% discount compared to the official price when converted [2] Group 2: Strategic Initiatives and Future Plans - Zhuhai Duty-Free is working to introduce national and provincial subsidies into the duty-free channel, potentially offering consumers additional discounts of up to 500 yuan on top of the duty-free prices [2] - The company plans to expand its product categories beyond electronics to include trendy items and gold jewelry, aligning with consumer demand for high-quality gifts during the upcoming Spring Festival [2] - By the end of 2025, Zhuhai Duty-Free's duty-free business segment is projected to achieve revenues of 1.131 billion yuan and a net profit of 391 million yuan, indicating improved financial performance [3] - The company aims to deepen its presence in the Guangdong-Hong Kong-Macao Greater Bay Area and expand its national footprint through strategic optimization and category restructuring [3]