影像与性能是此次升级的重点。影像上，两款Pro机型的4800万像素主摄像头将搭载可变光圈技术，用 户可自主控制镜头进光量，精准调节景深效果，但受手机机身尺寸限制，其影像提升幅度尚待验证。性 能上，新机将搭载A20 Pro芯片，采用台积电第一代2nm工艺，相比上代A19 Pro的3nm工艺，配合全新 封装设计，性能与功耗表现将实现显著提升，实测显示其性能或暴涨15%、功耗狂降35%。 通信与辅助芯片也同步升级：iPhone 18 Pro将搭载新一代N2芯片，取代前代N1芯片，后者目前支撑着 iPhone 17系列的Wi-Fi 7、蓝牙6等功能，N2芯片的具体升级点暂未公布；同时，该机还将配备第三代自 研C2调制解调器，接替iPhone Air上的C1X芯片，延续通信速度与功耗控制的升级趋势，其5G信号强度 或提升25%，弱网场景表现更出色。 Jeff Pu在报告中指出，外观方面，iPhone 18 Pro将迎来灵动岛尺寸缩小升级。据悉，苹果计划将Face ID 的泛光照明器移至屏幕下方，这一技术调整将为灵动岛瘦身创造条件，进一步提升屏幕屏占比，带来更 沉浸的视觉体验，这也是自iPhone 14 Pro系列搭载灵 ...

iPhone方面，过去四年推出的机型中，74%已升级至iOS 26，剩余20%仍在使用iOS 18，6%运行更早版 本系统。对比来看，iOS 18上线127天后，同期机型普及率达76%；iOS 17上线139天后，同期机型普及 率也为76%。若涵盖所有iPhone机型，iOS 26当前普及率为66%，略低于iOS 18同期的68%，与iOS 17同 期的66%持平。 来源：环球网 【环球网科技综合报道】2月14日消息，据外媒9to5mac报道，近日，苹果官方首次发布iOS 26系统 adoption数据，数据基于2026年2月12日App Store交易设备统计，涵盖iPhone和iPad机型，清晰呈现了这 款2025年9月15日发布的系统上线150天后的市场接受度，同时对比了前代系统同期表现，揭示出更新节 奏的细微变化。 外媒报道称，值得注意的是，iOS 26普及率略低存在客观原因——该系统不再支持iPhone XS、iPhone XS Max和iPhone XR，这三款机型已被列为过时产品，只能停留在旧系统，而iOS 18则延续了对前代机 型的全面支持，这一差异直接影响了整体更新率。此外，部分用户因担忧续 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 得益于台积电全新的"小外形集成电路"（SoIC）封装技术， M5 Pro 和 M5 Max 有望成为苹果首批采 用独立 CPU 和 GPU 模块的SoC ，从而为苹果便携式 Mac 电脑带来更多可能性。从提高良率降低制 造成本到获得全新性能水平，这些都是企业转向芯片组设计后能够获得的诸多优势。但如果真是如 此，为什么高通至今仍未采用这项技术呢？我们在下文中探讨了一些可能性，但我们也认为，高通最 终必然会完成这一转型。 如果像骁龙 X2 Elite Extreme 这样的芯片组成为常规做法，高通最终将不得不转向小芯片设计。 随着芯片的复杂性和物理尺寸不断增加，像苹果这样的公司正在转向芯片组（chiplet）设计以更好地 适应这些变化。AMD 已经采用这种架构好几代了，英特尔的 Panther Lake 系列 也实现了类似的功 能。然而，高通的骁龙 X2 Elite Extreme 和骁龙 X2 Elite却没有采用这种架构，这可能有几个原因。 如果这家科技巨头的 M5 Pro 和 M5 Max 采用了芯片组设计，那就意味着该公司已经解决了散热问 题。A19 Pro ...

• A股蛇年交易收官，开启"春节假期"模式 • 美团去年预亏超230亿元，今年一季度将延续亏损 • 中国1月信贷投放"开门稳" ，人民币贷款增加4.71万亿元，社融增量为7.22万亿元 • 1月70城房价数据出炉，新房环比降幅收窄， 二手房价格拐点显现 •浙商银行入围， 我国系统重要性银行扩增至21家 • 消息称特朗普考虑缩减部分钢铝关税，白宫顾问否认 • 美国1月通胀数据意外降温，核心CPI涨幅创近5年新低 • 欧佩克+倾向于4月起恢复增产，3月1日前继续磋商方案 1、中国1月信贷数据重磅发布！ 据央行初步统计，1月份社会融资规模增量为7.22万亿元，比上年同期 多1662亿元；人民币贷款增加4.71万亿元，月末余额276.62万亿元，同比增6.1%。1月末，M2同比增长 9%，M1同比增长4.9%。 2、 国家统计局公布1月70城房价数据显示，一、二、三线城市二手房价格环比降幅全面收窄，分别比 上月收窄0.4个、0.2个和0.1个百分点。扬州和湛江二手房价环比分别上涨0.4%和0.3%。同比来看，70大 中城市新房和二手房价格继续下降，且降幅进一步扩大。 3、 近十年A股春节后行情表现亮眼，"春躁"规律罕 ...

但另一方面，大量的资本支出将直接占用公司实施回购、分红的资金，间接影响未来的净利润，这也是当前市场所担忧的 问题。 【环球网财经综合报道】北京时间2月14日凌晨，美国三大股指收盘涨跌不一，道指涨0.1%报49500.93点，标普500指数涨 0.05%报6836.17点，纳指跌0.22%报22546.67点。耐克涨超3%，联合健康集团涨逾3%，领涨道指。万得美国科技七巨头指 数跌1.31%，苹果、英伟达跌超2%。 宏观数据方面，美国1月CPI同比涨幅放缓至2.4%，低于预期的2.5%，创2025年5月以来新低；核心CPI同比上涨2.5%，创 2021年3月以来新低。美国1月通胀数据意外降温，为市场对美联储年内降息的预期再添支撑。 艾德证券近日发布研报认为，2025四季度标普500成份股盈利超预期公司数量高于五年平均水平（78%）、盈利超预期幅度 创七个季度新高、盈利连续五个季度保持双位数增长、净利润率创十年新高，交出了一份高分的答卷。 ...

Market Overview - The three major indices showed mixed performance, with the Dow Jones up 0.10% to 49,500.93 points, the S&P 500 up 0.05% to 6,836.17 points, and the Nasdaq down 0.22% to 22,546.67 points [3] - All three indices recorded weekly declines, with the S&P 500 down 1.4%, the Dow down 1.2%, and the Nasdaq down 2.1% [3] Economic Indicators - The U.S. Bureau of Labor Statistics reported that the January CPI rose 2.4% year-over-year and 0.2% month-over-month, both below market expectations [3] - The core CPI, excluding volatile food and energy prices, increased by 2.5% year-over-year and 0.3% month-over-month, aligning with market expectations [3] - Phil Blancato, Chief Market Strategist at Osaic, indicated that this data could pave the way for interest rate cuts and inflation control if the trend continues [3] Sector Performance - Concerns over AI disruption led to market sell-offs, affecting various sectors including software, real estate, trucking, and financial services [6] - Financial stocks such as Charles Schwab and Morgan Stanley fell by 10.8% and 4.9%, respectively, while software company Workday dropped 11% and commercial real estate firm CBRE fell 16% [6] - The media sector was also impacted, with Disney down approximately 3% and Netflix down 6% [7] Technology Stocks - Major tech stocks mostly declined, with Nvidia down 2.21%, Apple down 2.27%, Microsoft down 0.13%, Google down 1.06%, and Amazon down 0.41% [7] - Tesla saw a slight increase of 0.09%, while Oracle rose by 2.34% and Netflix increased by 1.33% [7] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.10%, with Alibaba down 1.89%, JD.com down 1.38%, and Pinduoduo up 0.06% [7] - NIO remained flat, while Xpeng rose by 1.36% and Li Auto fell by 1.81% [7]

2 月 14 日消息，记者马克 · 古尔曼此前报道称，苹果新一代 Mac Studio 将在今年上半年发布，新机可 能与新款 Studio Display 同期亮相。 有用户发现，苹果官网显示目前部分 Mac Studio 新订单发货周期异 常偏长，个别配置的预计送达时间已被拉长至 4 月。相关情况也进一步引发外界对 Mac Studio 即将更 新换代的猜测。 不同配置的等待时间差异明显，其中高配机型的延迟更突出。 ...

Market Performance - The US stock indices closed mixed, with the Dow Jones up 0.1% at 49,500.93 points, the S&P 500 up 0.05% at 6,836.17 points, and the Nasdaq down 0.22% at 22,546.67 points. For the week, the Dow fell 1.23%, the S&P 500 fell 1.39%, and the Nasdaq fell 2.1% [1] - In the technology sector, major stocks mostly declined, with the Wande American Technology Seven Giants Index down 1.31%. Notable declines included Apple and Nvidia, both down over 2%, while Tesla saw a slight increase of 0.09% [1] - Bank stocks showed mixed results, with Morgan Stanley up nearly 2% and Goldman Sachs up 0.04%, while Citigroup fell 0.31% [1] - Energy stocks were also mixed, with ExxonMobil down over 1% and Chevron up 0.73% [1] - Semiconductor stocks mostly rose, with the Philadelphia Semiconductor Index up 0.66%, and Applied Materials up over 8% [1] - Gold stocks performed strongly, with several companies like Coeur Mining and Harmony Gold seeing increases of over 6% [1] Chinese Stocks - The Nasdaq China Golden Dragon Index fell 0.10%, while the Wande Chinese Technology Leaders Index rose 0.15%. Notable gainers included Zai Lab up over 6% and Tencent Music up over 4% [2] - Conversely, JinkoSolar fell nearly 3%, and Alibaba dropped over 2% [2] Economic Indicators - The US January unadjusted CPI rose 2.4% year-on-year, the lowest since May 2025, with a month-on-month increase of 0.2% [2] - The core CPI also showed a year-on-year increase of 2.5%, the lowest since March 2021, indicating a potential easing of inflation concerns [2] - Economists suggest that the slowdown in basic inflation indicators may provide the Federal Reserve with more flexibility to lower interest rates if necessary [2] European Market Performance - European stock indices showed mixed results, with the FTSE 100 up 0.42% and the DAX up 0.25%, while the CAC40 fell 0.35% [3] - International oil prices saw slight increases, with light crude oil futures up 0.08% and Brent crude up 0.34% [3] - Precious metals futures generally rose, with COMEX gold futures up 2.33% [3] Currency Market - The US dollar index saw a slight decline of 0.01%, closing at 96.922 [4]

北京时间2月14日凌晨，美股周五收盘涨跌不一，三大股指本周均录得跌幅。市场权衡人工智能对多行业的影响，美国1月核心CPI创近5年新低。本周道 指、纳指、标普500指数分别下跌1.23%、2.1%、1.39%。部分公司股价受财报和展望影响，如应用材料涨、Pinterest跌。专家认为人工智能泡沫未现，市场 较稳健，投资者应跨行业和地域多元投资。经济数据方面，1月CPI低于预期，提振了期货市场对美联储降息预期，但经济形势复杂，市场预计美联储政策 或有转变。 ●2月14日美股成交额前20：应用材料营收预测强劲，股价大涨 2 月 14 日美股成交额前 20 个股表现不一。英伟达收跌 2.23%，或因三星、SK 海力士 HBM4 产能、良率问题放宽采购要求。特斯拉收高 0.09%，银行正研 究为马斯克降低债务利息成本的融资方案。闪迪收跌 0.59%，本周连涨九周，推出创新开源工具。苹果等部分股票收跌。Palantir 收高 1.77%，获美国国防 信息系统局授权。应用材料收高 8.08%，2026 财年一季度营收降幅小于预期，且给出强劲营收预测。Coinbase、Applovin 等个股也有不同表现。 ●2月14日热门 ...

Market Overview - The U.S. stock market is showing resilience, with major indexes trending higher due to a positive inflation report suggesting the Federal Reserve's restrictive policy may be nearing its end [1] - Major market indexes are largely in the green, with the S&P 500 trading between 6,500 and 7,000, the Dow Jones Industrial Average gaining over 150 points, and the Nasdaq Composite up approximately 0.4% [2] Inflation Data - The January Consumer Price Index (CPI) showed a month-over-month increase of just 0.2%, below the consensus estimate of 0.3%, and a year-over-year CPI of 2.4%, the lowest since early 2024 [3] - This "muted" inflation reading has led traders to price in a higher probability of a rate cut in the second quarter, benefiting growth-oriented equities [3] AI Capital Expenditure Trends - The combined AI-related capital expenditure for Alphabet, Amazon, Microsoft, and Meta Platforms is expected to exceed $650 billion in 2026, reflecting confidence in long-term AI demand but raising concerns about near-term free cash flow [4] - Amazon is expected to generate significant cash flow, but most is being reinvested into data centers and GPUs, limiting buybacks or dividends [5] - Microsoft is experiencing slight margin pressure due to costs associated with Azure AI workloads, while Nvidia benefits as a primary supplier of hardware for these infrastructure projects [5] Corporate Earnings and News - Restaurant Brands International reported an 8% organic growth in adjusted operating income for full-year 2025 [6] - Apple is adjusting its supply chain in India to mitigate potential tariff impacts [7] - Tesla projects vehicle delivery growth of 47% to 59% for the 2026 fiscal year [7] - Baxter International shares are under pressure following an earnings miss and cautious forward guidance [7] - Advance Auto Parts reported steady performance in a challenging retail environment [7] Upcoming Market Events - U.S. markets will be closed on February 16th for President's Day, with focus shifting to the December Personal Consumption Expenditures (PCE) price index upon resumption of trading [8]