Market Overview - Global markets experienced a significant downturn, with major U.S. stock indices falling sharply; the Dow Jones dropped approximately 600 points, and the Nasdaq fell nearly 2% [1] - Technology stocks collectively declined, with notable drops in major companies [1] Company Performance - Qualcomm's stock fell by 7.58% to $137.61 after providing a lower-than-expected earnings guidance due to global memory shortages [2] - Alphabet, the parent company of Google, saw its stock decrease by 4% to $318.32, as it announced a substantial increase in AI-related capital expenditures, potentially reaching $185 billion by 2026 [6] - Other tech giants also faced declines, including Oracle (-4.55%), Amazon (-4.38%), and Tesla (-3.66%) [2] Commodity Market - Precious metals experienced a sharp decline, with silver prices plummeting over 16% [2] - Oil prices also saw a significant drop, contributing to the overall market downturn [3] Cryptocurrency Market - Bitcoin fell below the $70,000 mark, reaching $67,000, indicating a loss of interest from traditional investors and a growing pessimism towards cryptocurrencies [4] - The ongoing sell-off in the cryptocurrency market is attributed to diminishing confidence in Bitcoin as a store of value and inflation hedge [4] Economic Indicators - Concerns about a weakening labor market have intensified, with U.S. employers announcing 108,435 layoffs in January, the highest number for that month since the global financial crisis [6] - Initial jobless claims for the week ending January 31 also exceeded expectations, indicating potential economic challenges [6] - The U.S. Bureau of Labor Statistics reported that job vacancies fell to their lowest level since September 2020 by December 2025 [7]

NEWS ◆ 苹果新动向 ◆ 库克官宣苹果进军 AI 硬件，首款 AI 眼镜有望今年发布 2 月 6 日消息，科技媒体 Cult of Mac 今天（2 月 6 日）发布博文，报道称在苹果本周召开的全员会议 上，公司首席执行官蒂姆 · 库克（Tim Cook）首次确认，正积极筹备一系列由 AI 驱动的全新产品类 别。 库克并未在会议上展示具体原型机，但向员工强调了 AI 为苹果带来的全新机遇。该媒体认为这一表态 证实了业界长期的猜测：苹果正试图通过人工智能技术，重新定义用户与设备的交互方式，逐步摆脱对 传统触摸屏的依赖。 援引博文介绍，在 AI 设备方面，基于目前相关爆料，目前至少有 AI 眼镜和 AI 胸针两款产品。 该媒体报道称苹果内部正加速研发 AI 智能眼镜，被视为接替 iPhone 的关键设备之一。首代产品预计不 配备显示屏，而是通过集成摄像头、麦克风和扬声器，实现电话接听、音乐播放、实时翻译及逐向导航 等功能。 消息称苹果会在 2026 年年底前展示该产品的初版概念，然后在 2027 年发售。至于带有显示屏的第二代 版本，则可能要等到 2028 年才会问世。（新闻来源：IT之家） 体量未达监管门槛 ...

当地时间2月5日，在苹果公司即将迎来创立50周年之际，库克主持召开了一场全体员工大会，描绘了人 工智能（AI）将如何重塑苹果的未来，同时罕见地深入谈及了退休和继任规划。 库克在会议中将人工智能定义为苹果历史上"最深远的机遇之一"。 库克补充道："大家都清楚，人到了一定年纪，有些人会选择退休，这是很自然的事。" "我花很多时间思考5年后、10年后，甚至15年后谁会坐在这个房间里。思考这些事情并制定计划，是领 导力的重要组成部分。"关于继任者的安排，库克说。 目前，新任首席运营官萨比·汗（Sabih Khan）已全面接手运营工作，并正致力于解决行业内普遍面临的 内存芯片短缺问题。库克对此表示信心十足，称苹果拥有"世界上最好的团队"来应对供应链挑战。 在谈到业务增长时，库克特别强调了印度、马来西亚等新兴市场的重要性。他指出，尽管目前在这些地 区的市场份额尚存巨大增长空间，但其潜力将是苹果未来十年的重要引擎。 大会最后，库克重申了苹果的长期愿景：通过技术赋能个人，并保持公司文化的连续性。随着50周年纪 念日的临近，这场全员大会无疑为步入"知天命"之年的苹果公司注入了新的动力。 他向员工表示，尽管市场竞争日益激烈，但他 ...

Apple's stock (NASDAQ:AAPL) has shown remarkable resilience, maintaining its position despite a $1.2 trillion loss in the tech industry.The company's cautious approach to spending and focus on steady growth has been beneficial, especially in comparison to other tech giants' heavy investments in AI.Apple's financial discipline has enabled it to maintain a healthy balance sheet, providing a buffer against market volatility and ensuring long-term value for shareholders.During a tumultuous period in the tech in ...

分析师们还谈到了加密货币市场的波动性，Kilburg将MicroStrategy (MSTR.US)比作"一把落刀"，该股已 从历史高点下跌了72%。Kilburg 表示，"加密货币整体上正处于一个考验的时刻"，并指出在困境时 期，加密货币"会变得过于冷淡，并且与整体全球宏观情绪不符"。 在人工智能快速发展的背景下，市场催生了"AI替代"恐慌情绪，美股软件板块近期遭遇大幅抛售。在这 种背景下，除了重点的软件股，高盛点名另类资产管理公司和直接贷款机构也受到冲击。但包括华尔街 投行Wedbush分析师在内的一些专家仍看到相关的投资机会。 Wedbush Securities全球科技研究主管Dan Ives表示，今年将是苹果(AAPL.US)的突破之年。在接受采访 时，Ives预测，人工智能可能会使公司每股估值增加"75 至 100 美元"，他驳斥了对欧洲监管机构的担 忧，并指出苹果在消费者人工智能领域采取了积极的战略定位。他将这种情况与Alphabet(GOOGL.US) 去年的强劲表现进行了比较。 KKM Financial 的创始人、首席执行官兼首席投资官 Jeff Kilburg 指出，投资者一直在抛售英伟 ...

【太平洋科技快讯】2026年2月6日消息，据彭博社报道，在苹果本周召开的全员会议上，CEO蒂姆·库克将 人工智能定义为"一生中最深刻的机遇之一"，并强调公司具备提供实用AI体验的独特优势。他表示新一代 设备将深度整合AI技术，并透露未来将推出由AI驱动的新品类产品与服务。 报道称，库克同时回应了近期高管集中退休的情况，称其为"精心策划"的自然更替。他还提到公司正应对 行业性的存储芯片短缺挑战，并宣布将于今年4月举办苹果成立50周年庆祝活动。 另有消息指出，苹果正在研发的AI设备至少包含AI智能眼镜及AI胸针两款产品，前者集成摄像头、麦克风 和扬声器，并支持电话接听、实时翻译多项实用功能；后者类似AirTag，集成摄像头等硬件，支持拍摄及 捕捉周围环境。 ...

Core Viewpoint - Tesla's decision to develop Apple CarPlay marks a significant shift in its approach to in-car technology, which has traditionally focused on its own self-developed systems [4][7][32]. Group 1: Tesla's Shift to Apple CarPlay - Tesla has been known for its self-developed in-car systems, but it is now moving towards integrating Apple CarPlay, which has sparked mixed reactions among Tesla owners [7][8]. - The integration of CarPlay is seen as a response to user demand, despite Tesla's historically strong self-developed ecosystem [7][10]. - The decision to adopt CarPlay raises questions about Tesla's commitment to its own technology and whether it is yielding to competitive pressures [8][10]. Group 2: Market Context and Competitor Analysis - Many domestic brands like Haval, Geely, and BYD have abandoned CarPlay, indicating a broader industry trend where self-developed systems are preferred over third-party solutions [11][20]. - The article highlights that CarPlay's value is diminishing in the context of advanced self-developed systems that offer more comprehensive features [20][22]. - Apple has struggled to deliver on its promises regarding CarPlay 2.0 and its subsequent iterations, leading to skepticism among major automakers about its relevance and capabilities [28][30]. Group 3: User Experience and Preferences - Some users still find value in CarPlay for its seamless integration across different vehicles and its superior voice recognition capabilities, particularly for specific language needs [13][17]. - Tesla's implementation of CarPlay will not fully replace its native system, as it will only occupy a portion of the display, ensuring that critical vehicle information remains accessible [17][32]. - The article suggests that Tesla's move to integrate CarPlay is a pragmatic choice to enhance user experience without compromising vehicle safety and data control [32].

= 玉 本 金 苹果、英伟达、谷歌押注Al 电子产业链有望乘势崛起 无论是英伟达的巨额投资,还是谷歌TPU的明确量产 计划,都证实了AI算力需求强劲,这为半导体、服务器 等中上游产业链提供了持续的订单保障。苹果考虑分 散芯片代工、谷歌深化与特定元件商的合作,凸显了供 应链安全的重要性,这为中国相关产业链优质供应商 创造了切入或提升份额的机会。 电子剧 型 공 515260 代码 联接A 012550 联接C 012551 荟聚电子板块核心龙头 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,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。 英伟达产业链 苹果产业链 谷歌产业链 : 45% = 733% r 要 。 其股上市公司 以上公司仪作为背景就明 不代表该基金投资方向 n will and the will be the will be the will be the will be the will be the will be the with lll/得为王 电子板块迎 "喜报潮 ...

知情人士称，库伊向同事表示，苹果在健康领域需要行动更快、更具竞争力。他指出，包括Oura和 Whoop在内的新兴对手提供了更具吸引力且实用的功能，尤其是通过其iPhone应用。 这位苹果资深高管认为，公司此前规划的新健康服务方案未能达到这一标准。他同时也在考虑对苹果健 身服务Apple Fitness+进行调整。该服务定价每月9.99美元，是Peloton Interactive应用的主要竞争对手。 苹果公司发言人对此不予置评。 苹果在健康追踪市场正面临更激烈的竞争，三星电子及Strava等健身平台日益受到关注。OpenAI也已进 军该领域，近期推出了可分析健康数据、答疑并提供反馈的ChatGPT Health。 智通财经APP获悉，据知情人士透露，苹果公司(AAPL.US)正在缩减其虚拟健康教练服务的计划，这是 该公司重新思考如何切入蓬勃发展的健康服务市场战略调整的一部分。 这项代号为"Mulberry"的项目已在近几周被叫停。苹果目前计划将原定于这款AI驱动服务中的部分功 能，分阶段整合至其"健康"应用中独立推出。 这一决定紧随苹果健康部门领导层变动而来——长期负责人杰夫·威廉姆斯去年年底退休后，该部门现 ...

Market Overview - The Dow Jones Industrial Average fell by 592.58 points, a decline of 1.20%, closing at 48,908.72 points [2] - The Nasdaq Composite dropped by 363.99 points, down 1.59%, ending at 22,540.59 points [2] - The S&P 500 index decreased by 84.32 points, a 1.23% drop, closing at 6,798.40 points [2] Technology Sector Performance - Major tech stocks experienced significant declines, with Microsoft down nearly 5%, Amazon falling over 4%, and Tesla dropping more than 2% [6] - The performance of the "Tech Seven" index showed a decrease of 1.75% [7] - Amazon plans to invest $200 billion in data centers and chips, raising concerns among investors about profit pressures before returns materialize [7] Commodity Market Movements - Crude oil prices fell after a previous increase, with WTI settling at $63.29 per barrel and Brent crude down 2.8% to $67.55 per barrel [9] - Silver prices saw a significant drop, with a decline of 18% on Thursday, closing at $72.12 per ounce [10] - Bitcoin fell below $65,000, erasing all gains since Trump's election, marking a significant downturn in the cryptocurrency market [12][15] Economic Indicators - The number of planned layoffs in January reached the highest level for that month since the global financial crisis, while hiring intentions hit a record low [5] - Initial jobless claims in the U.S. rose significantly, reaching the highest level since early December, reversing a recent downward trend [5]