谁能想到，2026 年第一款热销设备，是被 OpenClaw 带飞的 Mac Mini——一个 一直以来在苹果产品序列里，都不温不火的存在，就这样硬生生地被拉了 起来。 OpenClaw 的全能就不再赘述，最近已经被讲得很多。但是 OpenClaw+Mac Mini 的搭配，就出现了一个最令人困惑的问题：既然 OpenClaw 这样的 Agent 能让电脑自动回复邮件、管理日程、掌管一切， 为什么拥有 Siri 和庞大生态的苹果自己不做 ？ 苹果拥有硬件、生态系统，以及「开箱即用」的能力，他们完全可以推出一款官方的「超级 Siri」，甚至为此每台设备多收个几百美元，就像 Apple Care 似的，相信用户也会趋之若鹜。 这也是 Y Combinator 合伙人 Jake Quist 的观点：如果苹果公司拥有了人工智能代理层，他们就能在科技领域打造最坚固的护城河，Agent 对用户了解得越 多，就越智能。苹果已经掌握了用户几乎所有的数据、应用乃至设备。他们本可以构建一个能够无缝运行于 iPhone、Mac、iPad 和 Apple Watch 之间的 Agent——这是其他任何公司都无法做到的。 但实际上，假 ...

Core Viewpoint - Investment banks Goldman Sachs and Bernstein have both issued positive ratings and price targets for Apple Inc., highlighting its strong performance and growth potential in the App Store and iPhone revenue. Group 1: Goldman Sachs Analysis - Goldman Sachs reiterated a Buy rating for Apple Inc. with a price target of $330 [1] - The bank noted that App Store spending trends improved, with spending growing by 7% in January, an acceleration from December's 6% growth [1] - Goldman Sachs emphasized that the growth in the App Store should significantly contribute to Apple Inc.'s Services business [1] Group 2: Bernstein Analysis - Bernstein maintained an Outperform rating for Apple Inc. with a price target of $325 [2] - The firm highlighted Apple Inc.'s record iPhone revenue as a key factor in its positive outlook [2] - Bernstein pointed out that Apple Inc. is effectively navigating challenges in the memory industry, indicating strong management and strategic positioning [2]

Peter Thiel's hedge fund is making a contrarian AI bet that avoids the sector's most obvious winners. ...

资讯日报：日本自民党在众议院选举中取得胜利 股票市场概览 港股市场表现 美股市场表现 2026 年 2 月 9 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日常跌 | 周常失 | 年初至今 | | --- | --- | --- | --- | --- | | | | (%) | (%) | 湖铁 | | | | | | (%) | | 恒生指数 | 26.560 | (1.21) | (3.02) | 3.63 | | 恒生科技 | 5.346 | (1.11) | (6.51) | (3.08) | | 恒生国企 | 9.031 | (0.68) | (3.07) | 1.32 | | 上证指数 | 4.066 | (0.25) | (1.27) | 2.44 | | 日经225 | 53.818 | 0.81 | 1.75 | 7.78 | | 新加坡海峡 | 4.976 | (0.83) | 0.60 | 0.00 | | 标普500 | 6.798 | 1.97 | (0.10) | 1.27 | | 纳斯达克 | 22,541 | 2.18 | (1.84) | (0.91) ...

2月9日，有电商平台在春节前推出特色新品活动， 买黄金手机壳，送一部iPhone 17 Pro Max。 9日，店铺客服人员告诉极目新闻记者， 购买100g规格、售价139999元的黄金手机壳， 可享受送手机活动。 手机壳中内置Au99.99金片，消费者可选择是否嵌入。 记者在某电商平台上看到，这款Au99.99投资金手机壳共有五个规格，分别为10g、20g、 30g、50g和100g， 2月9日的售价为13999元起，最高为139999元。 其中139999元规 格的黄金手机壳，已售55件。 往期回顾 商品详情页显示，买手机壳"送手机"活动时间为2026年2月9日至16日，售完即止。参与条 件是仅限在该店购买指定款黄金手机壳（100g规格），且单笔订单实付金额满139999元 的用户， 所赠送的手机系256GB版本的iPhone 17 Pro Max。 2月9日，记者向商家客服进行咨询，工作人员介绍，这款黄金手机壳的主体部分采用的是 PC材质，并经过电镀金属工艺处理，手机壳中内置10g、20g、30g、50g和100g重的金 片，消费者可选择是否嵌入手机壳中。 目前这款黄金手机壳能适配市面上哪些机型？该客服 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [3] Core Insights - The release of the Claude Opus 4.5 model by Anthropic marks a significant turning point for AI agents, leading to a substantial increase in CPU demand as the model transitions from a "super intern" to a "senior architect" [4][12] - The report anticipates a surge in CPU demand driven by the proliferation 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 price hikes, and limited advanced process capacity, with a 10% price increase already observed as of February 2026 [4][66] Summary by Sections 01 Phenomenon of AI Agents - AI agents are defined as closed-loop intelligent systems capable of autonomous perception, planning, execution, reflection, and memory [12] - The shift from instruction-driven to goal-driven AI is highlighted, enabling end-to-end task closure [12] 02 Evolution of Opus 4.5 Model - Opus 4.5 significantly enhances coding capabilities, acting as a highly autonomous AI engineer, with improved understanding of complex tasks and better performance metrics compared to previous models [29][37] - The model introduces a balanced pricing strategy and a new "effort" parameter for precise cost and performance management [28][29] 03 Explosion of CPU Demand Under AI Agents - The report predicts that the demand for CPUs will increase significantly due to the operational needs of AI agents, which require CPUs to act as central scheduling and execution units [60][61] - The anticipated growth in the server CPU market is projected to reach $45 billion by 2026, with Intel and AMD expected to dominate the market with shares of approximately 55% and 40%, respectively [72]

Group 1 - In 2025, Apple achieved a record annual shipment of 240.6 million iPhones, marking a 7% year-on-year increase, maintaining its position as the world's largest smartphone manufacturer for the third consecutive year [2] - Samsung rebounded in 2025 with a 7% year-on-year increase in shipments, following three years of decline, with a notable 16% increase in the fourth quarter driven by strong demand for flagship models and a recovery in the mass market [2] - Xiaomi retained its position among the top three manufacturers, but experienced a 2% decline in fourth-quarter shipments, while Vivo entered the fourth position for the first time with a 4% year-on-year increase in annual shipments [2] Group 2 - Honor achieved the highest global growth rate of 11% among the top ten manufacturers in 2025, leading in overseas shipment growth in the high-end and mid-high-end segments [3] - The global launch of the first "robot phone" HONOR ROBOT PHONE and the Honor Magic V6 foldable phone is scheduled for March 2026 at the Mobile World Congress in Barcelona [3] - Transsion, Lenovo, and Huawei reported annual shipment growth rates of 8%, 5%, and 4% respectively in 2025 [3]

智通财经APP获悉，群智咨询数据显示，2025 年，全球 OLED 智能手机面板出货量约8.9亿片，同比增长5.2%。其中柔性OLED出货约6.9亿片，同比增长 约9.6%。增长的核心驱动，源于需求侧的产品结构升级、供给侧的产能扩张与成本优化、政策侧的国产扶持，以及技术迭代带来的差异化竞争优势四重 影响。这一年，市场供给端也迎来新变化，和辉光电(EDO)于 2025 年成为 FOLED 市场新晋供应厂商。刚性OLED受到柔性OLED产品的持续替代，2025 年出货量约为2亿片，同比下降7.7%，市场份额持续收缩。 格局： 三星领跑稳居第一，天马凭客户结构 + 产能释放加速突围 三星显示(SDC)：2025年全球OLED面板出货量约3.8亿，同比微幅增长1.5%。以绝对优势位居全球第一。刚性OLED出货量同比下降6.6%，约1.6亿片。增 长的主要势力来自于FOLED，出货量约为2.2亿片，同比增长8.4%。苹果(Apple)和三星电子(Samsung)是其核心客户，占其FOLED出货9成以上。且在高端 FOLED 领域如折叠屏产品仍保持技术优势，同时正布局 8.6 代线以拓展中尺寸应用市场。 京东方(BOE) ...

Core Insights - Apple is set to launch the highly anticipated iPhone 17e this month, marking it as the first model released in 2026 and the most affordable option in its product line, making it the lowest-priced iPhone of the year [1][7]. Design and Features - The iPhone 17e retains the classic design language of its predecessor, featuring the iconic notch display, which means the Dynamic Island interaction remains exclusive to the Pro and standard models, a strategy referred to as Cook's precise market segmentation by some users [3][9]. - It will utilize a 6.1-inch OLED panel provided by BOE, with a refresh rate locked at 60Hz, targeting users who do not require high refresh rates, maintaining visual parameters similar to the iPhone 16e [3][9]. - Internally, the iPhone 17e will be upgraded with the more powerful A19 processor, enhancing system performance and providing capacity for more complex AI applications in the future [3][9]. - The camera system will likely not introduce new sensors, keeping the rear main camera at 48 million pixels, but the A19 chip's enhanced computational photography capabilities are expected to improve image quality and processing speed [3][9]. Pricing Strategy - In light of ongoing fluctuations in global supply chain costs, the pricing strategy for the iPhone 17e is crucial. Reports indicate that Apple does not plan to raise the price, with the domestic version expected to start at 4,499 yuan, making it an attractive entry point for practical users who wish to experience the Apple ecosystem [4][10].

【iMobile爱科技资讯】根据彭博社最新披露的消息，苹果计划在2026年春季发布会上对桌面旗舰阵营 进行重大更新，备受关注的新款Mac Studio与Studio Display有望同步亮相。与此同时，全球范围内 Mac mini 系列的意外大缺货正成为硬件圈的热议话题。种种迹象表明，在海外爆火的"本地模型部署"浪潮 下，苹果的桌面小机箱正从普通办公工具转型为个人AI服务器。 与此同时，新款Studio Display的高刷升级也将提升AI视 频生成与3D创作的交互效率。随着本地模型部署从技术 圈走向大众化，由M5芯片驱动的桌面阵营将进一步巩固 苹果在AI生产力领域的护城河。 2026 年将是"云端 AI"向"本地 AI"大规模迁移的元年。 从Mac mini的全球告急可以看出，用户对隐私、低延迟 以及零成本推理的需求正在爆发。而即将发布的M5 Mac Studio不仅仅是苹果的一次硬件更迭，更是其在本地AI 服务器市场构筑护城河的关键一击。 【iMobile爱科技资讯】根据彭博社最新披露的消息，苹果计划在2026年春季发布会上对桌面旗舰阵营 进行重大更新，备受关注的新款Mac Studio与Studio ...