来源：环球网 【环球网科技综合报道】2月9日消息，据彭博社记者马克·古尔曼报道，苹果iPhone 17e 即将发布，至少 将有四项新功能。 古尔曼透露，新款低成本iPhone将搭载去年随iPhone 17首次推出的A19芯片。这款新机还将弥补当前一 代iPhone最明显的不足之一，增加MagSafe磁吸连接功能。此外，该机显然还将配备苹果最新的蜂窝调 制解调器C1X芯片。 古尔曼补充说，这款设备的起售价将与iPhone 16e相同，均为599美元，并计划以相同的价格提供更多功 能。据悉，苹果计划大力向新兴市场用户和企业推广iPhone 17e，并可能受益于谷歌和三星等竞争对手 在该领域的竞争减弱。（思瀚） ...

Core Insights - Apple is preparing to celebrate its upcoming 50th anniversary, which will take place in April 2026, marking a significant milestone for the company [1][3] - CEO Tim Cook emphasized the importance of reflecting on Apple's history and contributions to the world, indicating that the company will hold celebrations, although specific details are not yet disclosed [3] - Apple has transformed from a company on the brink of bankruptcy in the late 1990s to the highest-valued publicly traded company in the early 2010s, with iconic products like the Macintosh, iPod, iPhone, and Apple Watch [4] Financial Performance - In the most recent quarter, Apple achieved record revenue, primarily driven by historic iPhone sales, indicating that the company is currently in a strong financial position [4]

来源：环球网 【环球网科技综合报道】2月9日消息，据Teslarati报道，特斯拉CEO埃隆·马斯克在采访中表示，在苹果 公司开发其现已终止的电动汽车项目"Project Titan"期间，特斯拉的工程师每天都会拒接苹果公司的电 话。 他表示，"苹果公司像地毯式轰炸一样向特斯拉打招聘电话，连面试都不面试就直接开出了特斯拉两倍 的薪酬。" 早在 2022 年和 2023 年，苹果公司就以高度保密的方式进行内部研发，希望在 2028 年推出配备完全自 动驾驶套件的电动汽车。然而，苹果公司在2024年初放弃了Project Titan，该公司在一封发给2000多名 员工的邮件中宣布终止该项目。 外媒称，苹果公司竭尽所能开发一款有竞争力的电动汽车，以吸引购车者，包括试图从特斯拉挖走顶尖 人才。苹果公司为其项目招募了一些前特斯拉员工，例如工程高级总监迈克尔·施韦库奇博士，他最终 离开了特斯拉，加入了 Archer Aviation 公司。 外媒表示，特斯拉并未像对待其他公司那样，就苹果试图挖走其员工一事对苹果采取法律行动。此前， 其电动汽车竞争对手Rivian在2020年曾表示，他们注意到苹果存在"令人担忧的挖角模式" ...

该行将今年9月底止财年营收预期从4550亿美元上调至4660亿美元，每股收益预期从8.26美元上调至8.47 美元；将2027财年的营收预期从4820亿美元上调至4890亿美元，每股收益预期从9.12美元上调至9.13美 元。该行认为，苹果最大的优势在于其庞大且强大的生态系统，虽然对2026年下半年及2027年的存储器 供应状况有所担忧，但苹果应能胜过竞争对手。因此，该行将其目标价从300美元上调至310美元，维 持"跑赢大市"评级。 大和发表研报指，苹果去年12月底止首财季业绩大幅超出预期，营收按年增长16%至1438亿美元，远超 预期，高出预测值50亿美元；每股收益为2.84美元，超出预期17美仙。强劲的表现使渠道库存降至低 位，其供应链面临限制。今年3月底止苹果第二财季营收指引显示，收入料录按年13%至16%强劲增 长。该行注意到三个主要问题：存储器供应量；存储器成本；对中国市场的销售。尽管被多次问及，苹 果CEO库克除了第二季指引外，不愿对存储器问题发表评论。 ...

2月9日，据ETNews，因苹果计划在推出iPhone Fold大折叠后继续推出一款iPhone Flip小折叠手机，因此 目前三星显示正在评估扩大面向苹果可折叠产品的OLED面板产能。 责任编辑：山上 三星显示正考虑在位于韩国忠清南道牙山的A4工厂新增折叠OLED生产设备投资，重点是升级背板相关 制程，包括薄膜晶体管（TFT）产线。目前整体方向已经确定，一旦内部完成对具体投资规模的审核， 相关资本支出预计将从今年第二季度开始启动。 美股频道更多独家策划、专家专栏，免费查阅>> ...

Core Viewpoint - The company, Jieban Technology, has shown significant growth in revenue and is heavily reliant on major clients like Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock increased by 5.57% on February 9, with a trading volume of 372 million yuan and a turnover rate of 10.44%, bringing the total market capitalization to 9.645 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 962 million yuan, representing a year-on-year growth of 62.04%, while the net profit attributable to shareholders was -12.5763 million yuan, a decrease of 1762.51% [7] - The company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [8] Group 2: Client and Revenue Dependency - The company's primary clients include Foxconn, Quanta Computer, Compal Electronics, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of total revenue in recent years [2] - A significant portion of the company's products is used in Apple's laptops and tablets, with sales revenue from products ultimately applied in Apple devices making up 85.22%, 77.95%, and 81.27% of total revenue [2] Group 3: Market and Industry Position - The company has a strong presence in the liquid cooling server business, which is progressing as planned, although specific project details are confidential due to non-disclosure agreements [2] - The company's carbon nanotube products are primarily used in lithium batteries, with supply agreements in place with several new energy manufacturers, including CATL and BYD [2] - As of the 2024 annual report, overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] Group 4: Shareholder and Institutional Holdings - As of September 30, 2025, the company had 7,464 shareholders, an increase of 12.82%, with an average of 3,646 circulating shares per shareholder, a decrease of 10.24% [7] - New institutional shareholders include several funds from the Fortune Group, indicating growing interest in the company's stock [9]

Core Insights - Apple Inc. reported a revenue of $25.5 billion in Greater China for Q1 2026, representing a 38% year-over-year increase, significantly exceeding market expectations of $21.8 billion [1] - CEO Tim Cook highlighted record iPhone sales in the region, particularly noting the popularity of the high-end "Hermès Orange" color variant, which has helped reverse a long-standing decline in sales in one of Apple's largest markets [1] - Analysts noted that the iPhone 17 series has enhanced brand recognition and high-end appeal through design innovations, solidifying Apple's status as a status symbol in the Chinese market [1] Product Highlights - The new bright orange model, launched last fall, has attracted thousands of fans on social media, showcasing unboxing posts and usage videos [1] - The model, nicknamed "Hermès Orange" by consumers due to its resemblance to the iconic color of the French luxury brand, is officially named "Cosmic Orange" by Apple [1] - IDC Senior Research Director Nabila Popal commented that the significant external design changes, particularly the introduction of the striking orange color, have successfully attracted early upgrade users [1]

想参加的同学，可通过官方渠道查看具体的参赛资格要求。同时，苹果也准备了超实用的学习资源和工 具，像 Swift Playgrounds、Xcode 26 这些都能免费探索，帮大家打磨编程技能，为参赛做好充分准备。 本次挑战赛的奖励福利也十分丰厚！苹果公司会从所有参赛作品里，选出 350 位在创新、创造力、社会 影响或包容性方面表现突出的获奖者。其中 50 位杰出获奖者，还能受邀前往美国库比蒂诺的苹果总 部，参加为期三天的专属精彩活动，和全球优秀的学生开发者交流学习。而且所有获奖者，都能免费获 得为期一年的 Apple Developer Program 会员资格，还有苹果定制的特别礼物一份。 各位怀揣编程热情的同学，别错过这次展示自我的好机会！赶紧抓住时间了解赛事、准备作品，用代码 勾勒创意，在这场挑战赛中展现自己的编程实力吧！ 新酷产品第一时间免费试玩，还有众多优质达人分享独到生活经验，快来新浪众测，体验各领域最前 沿、最有趣、最好玩的产品吧~！下载客户端还能获得专享福利哦！ 新浪数码讯 2月9日下午消息，上周五（2月6日）Apple Swift Student Challenge 正式开放申请！这场专为 ...

Investment Rating - The investment rating for the industry is "Outperform" (maintained) [3] Core Insights - The release of the Claude Opus 4.5 model by Anthropic in November 2025 marked a significant turning point for AI agents, leading to a notable increase in CPU demand as it transitioned from a supportive unit to a central scheduling and execution hub [4][6] - The report anticipates a substantial rise in CPU demand driven by the explosion of AI agents, with server CPU configurations evolving from 1:32 to 1:4, and even reaching 1:2 in advanced products [4][60] - The CPU market is expected to experience a price increase due to rising demand, precious metal material costs, and a scarcity of advanced process capacity, with a 10% price increase already observed as of February 2026 [4][66][69] - The report highlights the competitive landscape of the global CPU market, predicting Intel's market share in server CPUs to be around 55% and AMD's to be approximately 40% by 2026, indicating a clear dominance and head effect [4][72] Summary by Sections 01 Phenomenal Events of Agents - The emergence of AI agents is transforming workflows, moving from simple question-answering to complex task execution and result delivery [4][12] 02 Evolution of Opus 4.5 Model - Opus 4.5 has achieved a qualitative leap in delivering complex tasks, acting as a highly autonomous AI engineer capable of managing extensive project files and dependencies [29][33] 03 Explosion of CPU Demand Under Agents - The demand for CPUs is expected to surge as AI agents require more processing power for task execution, orchestration, and high concurrency, with the CPU becoming a critical bottleneck in AI systems [60][61] - The report outlines the four major costs associated with agent tasks that establish the CPU's bottleneck position: tool execution, sandbox isolation, high concurrency, and KV cache [61][62] Market Dynamics - The report discusses the competitive dynamics between x86 and ARM architectures, with x86 maintaining a stronghold in the server market due to its stability and mature software ecosystem, while ARM is gaining traction in energy efficiency and specific ecosystems [80]

今日（2月9日）荟聚电子板块核心龙头的电子ETF（515260）高位活跃，场内涨幅一度上探2.72%，现 涨2.57%，盘中收复5日、60日均线。 国金证券指出，谷歌、亚马逊、Meta、OpenAI及微软的ASIC数量将在2026-2027年将迎来爆发式增长。 AI强劲需求带动PCB价量齐升，目前多家AI-PCB公司订单强劲，正在大力扩产，业绩高增长有望持 续。继续看好AI PCB及核心算力硬件、半导体设备及苹果产业链。 拥抱科技巨头，抢占发展先机！电子ETF标的指数覆盖热门科技概念，截至1月底，苹果、英伟达、谷 歌产业链权重占比分别为45.19%、27.87%、21.85%，深度绑定全球科技龙头成长红利，有望受益于科 技巨头产业扩张与技术创新。 成份股方面，芯原股份领涨超15%，晶合集成、三环集团涨逾7%，长电集团、兆易创新、澜起科技涨 超5%，士兰微、寒武纪、胜宏科技等个股跟涨。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | ...