目前，苹果尚未就此事发表正式回应。 转载请注明央视财经 编辑：潘煦 （央视财经《第一时间》）5日，多名作家在美国加州一法院对苹果公司发起集体诉讼。诉讼指出，苹果公司在进行人工智能模型训练的过程中，大量使用 了受版权保护的内容，未经许可、未署名、也未支付报酬便复制了多名作家的相关作品，涉嫌侵犯作者的知识产权。 ...

2025.09. 07 本文字数：2373，阅读时长大约4分钟 作者 | 第一财经 高雅 在美国科技巨头的不断游说下，美国总统特朗普正出面向欧盟施压。 据央视新闻，当地时间9月5日，美国总统特朗普在其社交媒体"真实社交"发文，批评欧盟对谷歌的35亿美元罚款，称这一举动"极其不公平"。特朗普警 告，如果欧洲继续对美国科技巨头采取类似措施，他将被迫启动"301条款"程序，推翻这些"不公平的处罚"，以保护美国纳税企业的利益。 这并非特朗普政府首次代表美国科技巨头向欧盟施压。然而，欧盟方面并未示弱。欧盟委员会二号人物、反垄断事务负责人里贝拉（Teresa Ribera） 在上周的一次采访中表示，如果特朗普以威胁方式要求欧盟放宽数字立法，欧盟必须准备好放弃与美国的贸易协议。 对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博士生导师赵永升对第一财经记者表示，欧盟拥有全球最严格的数字经济监管体系之一，其背 后是对数字技术发展与个人基本权利及隐私保护之间平衡的深切担忧。 他补充说，但从某种程度上看，欧盟对数字领域实施强监管，也与其在全球数字竞争中的相对弱势地位有关。"欧盟正试图构筑一道铜墙铁壁，以抵御 外来数字巨头的市场 ...

以下文章来源于科创板日报 ，作者宋子乔 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 北京时间9月10日（下周三）凌晨1点，苹果秋季发布会将正式揭幕，主题为"Awe dropping（令人惊叹）"， 预计将推出iPhone17系列 （iPhone 17、iPhone 17 Pro 和 iPhone 17 Pro Max，以及一款新的超薄版本 iPhone 17 Air）， 新品阵容可能还包括新款Apple Watch（涵盖入门 级与高端机型）、升级版iPad Pro，以及性能更强的Vision Pro头显。 高配版iPhone 17的影像功能升级或成为苹果秋季发布会的焦点内容。 据知名科技博主乔恩•普罗瑟（Jon Prosser）爆料，iPhone 17 Pro 将有 重大外观改变， 后置摄像头将升级成一块横条形摄像头模组，每个摄像头传感器升级到4800万像素，有5倍光学变焦的长焦镜头，提供10倍 光学变焦功能，激光雷达和闪光灯被移到右侧（见下图）。 图源：Jon Prosser爆料视频 这与科技记者马克•古尔曼（Mark Gurman）此前的爆料一致 ，古尔曼透露iP ...

Core Viewpoint - Apple has avoided significant negative impacts from a recent antitrust ruling involving Alphabet, which is beneficial for its revenue stream from search engine agreements [1][5]. Group 1: Antitrust Lawsuit Developments - The U.S. Department of Justice (DOJ) has filed and won two antitrust suits against Alphabet, focusing on its monopolistic practices in internet search and adtech software [3]. - A federal judge ruled against the DOJ's most severe remedies, allowing Alphabet to maintain control over its Chrome browser, which is crucial for its advertising revenue [3][4]. - The judge prohibited exclusive agreements in the future but allowed Alphabet to continue paying Apple for default search placement on iOS devices, preserving a significant revenue stream for Apple [6][4]. Group 2: Financial Implications for Apple - Alphabet pays Apple over $20 billion annually to be the default search engine on iOS devices, which is a critical part of Apple's services revenue [5]. - Following the antitrust ruling, analysts have slightly increased their target prices for Apple, with the average target price rising to $237 per share from $231 per share [7]. - Despite the increase, the consensus target price implies about 4% downside from the current share price of $240, indicating that Apple remains expensive compared to other tech companies [8]. Group 3: Valuation Metrics - Apple's stock trades at 36 times earnings, which is considered high given the expected annual earnings growth of only 10% over the next three years [8]. - The price-to-earnings-to-growth (PEG) ratio for Apple is 3.6, significantly higher than Alphabet's 1.7, Amazon's 1.9, Meta Platforms' 1.5, Microsoft's 3, and Nvidia's 1.2 [9]. Group 4: Innovation Concerns - Apple has not launched a groundbreaking new product in the last eight years, raising concerns about its innovation pipeline following the introduction of major products like the iPhone and iPad [10].

Core Viewpoint - The European Union (EU) is implementing strict regulations in the digital sector, which is partly due to its relative weakness in global digital competition, as it seeks to protect its market from foreign digital giants [1][6] Group 1: EU's Regulatory Actions - The EU has imposed a fine of €29.5 billion on Google for self-preferencing practices in the advertising technology sector, marking the second-highest penalty against the company [3] - Google has 60 days to present a compliance plan to the EU, failing which it may be forced to divest parts of its business [3] - The EU's regulatory framework is considered one of the strictest globally, reflecting concerns over balancing digital technology development with personal rights and privacy protection [1][6] Group 2: US Response and Pressure - US President Trump criticized the EU's fine on Google, labeling it as "extremely unfair" and warned of potential retaliatory measures under Section 301 if the EU continues such actions [1][4] - Trump has expressed support for other US companies facing EU penalties, including Apple, and emphasized that the US government will not tolerate discriminatory actions against American firms [3][4] - The US government, including the Federal Trade Commission (FTC), has ramped up criticism of EU digital regulations, urging American companies not to compromise user privacy in compliance with EU laws [5] Group 3: Trade Agreement Implications - The EU and the US recently reached a joint statement on a trade framework, but the imposition of fines on US tech companies could jeopardize this agreement [6] - EU officials have acknowledged that penalties against US tech giants may pose risks to the trade agreement, leading to a temporary delay in announcing the fine against Google [6] - The EU maintains its right to regulate its digital sector independently, asserting that US tech companies must comply with the same laws as all market participants [6][7]

罗马仕供应商安普瑞斯被罚没374万。 宇树科技预计第四季度申请IPO 宇树在X平台发布消息称，公司预计于今年10月至12月向证券交易所提交IPO申请。根据披露数据， 2024年，四足机器人占到总销售额65%，人形机器人和零部件产品销售额分别占到30%和5%。其中，约 80%的四足机器人被应用于研究、教育和消费领域，而剩余的20%则被用于工业领域，如检查与消防。 人形机器人完全用于研究、教育和消费领域。 点评：人形机器人的大A第一股真的要出现了？上市背后是资本与行业的双重博弈。对企业而言，人形 机器人目前还缺乏大规模商业化场景，教育和科研市场的蛋糕有限，短期内无法撑起庞大研发开支。融 资窗口一旦收紧，烧钱换时间的模式就难以为继。上市，或许会成为最直接的"输血通道"。宇树是否是 第一个吹响上市号角的人形机器人企业还很难说，但它一定不会是最后一个。 分析师预测iPhone 17售价将上调 苹果将于北京时间9月10日召开秋季发布会，按照惯例，苹果将推出新系列iPhone手机。一些机构预 测，苹果新款iPhone 17可能会涨价。华尔街投行杰富瑞分析师Edison Lee在7月的一份报告中表示， iPhone 17的平 ...

Core Insights - The U.S. court ruling has clarified the legal standing of Apple's licensing deal with Google Search, allowing Apple to continue receiving significant payments without exclusivity concerns [1][2][3] - Apple's annual licensing fees from Google exceed $20 billion, contributing over 15% to its consolidated operating earnings of $130 billion [6][7] - The ruling has positively impacted Apple's stock, which rose by 4% following the announcement [3] Licensing and Revenue - Apple's licensing deal with Google Search is crucial for its profitability, especially as it maintains a strong customer base with over 2 billion active devices [5][6] - The deal allows Google to remain the default search provider on Apple's Safari browser, which has led to increased revenue for Apple [6][7] - The potential for Apple to earn $100 billion in total licensing revenue from Alphabet over the next five years is seen as beneficial for the business [13] AI and Market Dynamics - Concerns exist regarding Apple's position in the AI market, as its AI products have not resonated well with consumers, and it has lost AI talent to competitors [9][10] - The company is exploring partnerships with Alphabet for AI initiatives, including a potential integration of the Gemini chatbot with Siri [10][11] - The evolving landscape of search engines and AI chatbots poses a risk to Apple's existing licensing agreements, as future developments could disrupt traditional search models [14][16] Investment Considerations - The current market capitalization of Apple is $3.5 trillion, and while $100 billion in earnings over five years is significant, it may not be compelling for immediate investment [15] - The company's high price-to-earnings (P/E) ratio of 36 reflects uncertainty about its future growth in the AI era, suggesting caution for potential investors [17]

Core Viewpoint - The article discusses the emergence of AI hardware products, particularly the AI Key, which connects to iPhones and aims to enhance user interaction with applications. However, it questions the necessity of additional hardware for AI capabilities when smartphones already possess advanced AI functionalities [9][10][20]. Group 1: AI Hardware Market - The AI Key is a new external hardware device that connects to iPhones via USB, allowing voice commands to control various applications [4][8]. - The device is priced at $89 and has seen significant demand, with initial stock selling out in just 7 hours [8]. - The article highlights a trend among AI startups to promote specialized hardware as essential for experiencing AI, despite existing capabilities in smartphones [2][9]. Group 2: Comparison with Existing Technology - Current smartphones, such as the iPhone 16 Pro, are equipped with powerful AI models and features that can perform tasks without the need for additional hardware [10][12]. - Apple and other smartphone manufacturers are integrating AI into their devices, making it a native feature rather than a separate function [28][29]. - The article argues that the best AI hardware form factor remains the smartphone, despite claims of potential obsolescence from industry leaders [9][10]. Group 3: Challenges and Limitations of AI Hardware - Previous AI hardware products, like Humane Ai Pin and Rabbit R1, faced significant issues such as overheating and poor battery life, leading to their decline [16][18]. - The article suggests that many AI hardware startups struggle with supply chain management and quality control, which can result in negative user experiences and financial difficulties [17][20]. - It emphasizes that the concepts promoted by these devices may ultimately be absorbed into existing platforms rather than thriving as standalone products [19][20]. Group 4: Philosophical Perspective on AI - The article explores the distinction between viewing AI as a "function" requiring dedicated hardware versus an "attribute" that enhances existing systems [22][23]. - It argues that true innovation in AI should focus on integrating AI capabilities into all devices rather than creating separate AI-specific hardware [34][36]. - The vision for the future includes a seamless integration of AI into everyday devices, leading to a more intelligent environment without the need for specialized AI hardware [37][38].

Core Insights - Apple's fall product launch event is scheduled for September 10 at 1 AM Beijing time, expected to unveil the iPhone 17 series, including the highly anticipated ultra-thin iPhone 17 Air [1][3] - The event will also showcase the Apple Watch Series 11 and Ultra 3, aiming to invigorate the smartwatch market [1] - Additional products expected include the new AirPods Pro 3, TechWoven iPhone cases, and new Apple Watch bands in various styles and colors to cater to diverse consumer preferences [1] Product Release Timeline - Following the event, developers and public testers will receive candidate versions of iOS 26, indicating that the new system's stability and features are nearing finalization [3] - For consumers interested in purchasing the new iPhones, September 12 marks the start of pre-orders for the iPhone 17 Air and iPhone 17 Pro, with carriers offering trade-in promotions for better pricing [3] - The official market launch for the iPhone 17 Air and iPhone 17 Pro is set for September 19, with pre-ordered devices being delivered to customers, and iOS 26.0.1 is anticipated to be released by the end of September [3]

Core Insights - Apple is set to host an event on September 9, showcasing a range of new products, with a particular focus on the new smartwatch models [1] Product Announcements - Although Apple has not disclosed specific product names, the upcoming event is expected to feature the iPhone 17 series, Watch Series 11, Watch Ultra 3, and a new version of Watch SE [3] - The Watch Series 11 is anticipated to maintain a conservative design similar to its predecessor, the Watch Series 10, but will see significant improvements in display brightness, reaching a peak of 2000 nits compared to the 1.96-inch display of the previous model [3] - The Watch Ultra 3 is highlighted as a major upgrade, potentially featuring a larger display than the Watch Series 10, which had a screen size of 1.92 inches, enhancing user experience for both fitness and daily use [4] - The Watch Ultra 3 will be equipped with the new S11 chip, offering substantial performance enhancements, and will support 5G RedCap connectivity and satellite messaging, improving communication capabilities in remote areas [4]