供应链传出，联发科将供应新款Apple Watch的5G分离式Modem芯片，是联发科首度以高价芯片打进苹 果生态系，其中5G功能以相对低功耗的Redcap技术，再结合卫星通讯功能，获得苹果青睐，目前联发 科5G Modem芯片已量产出货，出货动能预料将延续年底。 联发科获得苹果认可后，象征联发科无线通讯技术已达顶级水准，在经过超过四年测试验证及设计导入 后，联发科开始大啖苹果订单。 苹果美国时间9日举办秋季新品发表会，市场聚焦iPhone 17系列新机之余，新款Apple Watch可望同步亮 相，也是一大亮点。业界传出，联发科打入新款Apple Watch供应链，供货5G Modem芯片，是联发科 （2454）5G产品首度获得苹果青睐，意义非凡。 5G技术为过去2G、3G及4G LTE等相关技术的累积叠加，联发科在无线通讯市场耕耘超过15年，不论矽 智财（IP）、研发团队经验等都相当丰厚，是全球除高通、华为、三星等大厂之外，有能力独立开发 5G数据机芯片的IC设计大厂，过去联发科旗下立锜已是苹果产品的电源管理IC供应商，扩大攻入苹果 市场也成为联发科的长期目标。 业界人士透露，这次苹果秋季发表会，Appl ...

报道称苹果正与阿里巴巴和百度合作，计划在年底前通过 iOS 26.1 或 iOS 26.2 将 Apple Intelligence 引 入中国市场。 据报道，苹果正组织中国区员工对相关功能进行测试，并持续与阿里巴巴及其他合作方推进技术落地工 作。需要注意的是，苹果已将该技术视为 iPhone 17 的核心卖点之一。（IT之家） 【#曝苹果年底前在华推出Apple智能##Apple智能在华发布时间曝光#】据马克・古尔曼（Mark Gurman）在今日发布的《Power On》通讯透露，苹果继续推进 Apple Intelligence 在中国的发布计划， 预计年底前上线。 ...

智通财经APP获悉，日前苹果(AAPL.US)宣布，将于太平洋时间9月9日上午10点(北京时间10日凌晨1点) 举办秋季发布会，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。 天风国际证券分析师郭明錤透露，苹果计将推出其首款可折叠iPhone，并计划于2028年跟进发布可折叠 iPad。此外，消费电子进入新品发布旺季。中信证券此前指出，当前A/H股果链代表公司估值较低，看 好果链阶段性利空落地带来的情绪修复;也看好苹果2025年-2027年的硬件创新周期。财信证券则表示， 苹果公司宣布追加1000亿美元对美投资承诺，标志着其未来四年投资总额将高达6000亿美元，显著加速 其在美投资步伐，换取对印度组装iPhone惩罚性关税的豁免，果链板块估值有望修复。 开源证券电子团队指出，当前果链板块估值较低，2026 ...

FBI Warning—Major Problem With Apple’s iPhone Encryption https://t.co/11miWvp5eU ...

就在今天，苹果CEO库克亲自在微博上发文为iPhone17系列发布会做宣传，也最终确定了这场发布会的 召开时间就是9月10日凌晨1点，作为一年一度的科技春晚，每年的iPhone新款发布会小智也是必熬夜观 看的，今年自然也不例外。但其实也是没啥意义的 之所以这么说是自从库克接任苹果CEO以来，早就失去了乔布斯时期强力的保密度，每年新iPhone在发 布之前就被曝光了个遍，iPhone17系列也是如此。这不，库克这边还在宣传iPhone17系列发布会超燃 另一边关于iPhone17全系列的外观，配置，甚至价格还有开售时间都已经完完整整的出现在网上，就等 国内消费者疯狂抢购了。先说大家最关心的开售时间和价格，iPhone17系列将于北京时间9月12日晚上 20点开启预购，并在9月19日正式开售。价格标准版不涨 也就是保持与前代一样的起始售价，国行版是5999元起。但iPhone17 Pro和Pro Max价格会上涨，涨幅在 500元左右。而iPhone17 Air的定价则比以往的Plus版要高500元左右，总之就是除标准版外均要涨价！ 至于外观和配置，外观没啥好说的，各种渲染图和机模上手视频都有，总体来说就是标准版 ...

Spotify’s yearslong rebellion against an App Store “tax” has significantly weakened Apple’s grip on the mobile world https://t.co/ka0gRBQwuo ...

companies holding Bitcoin. Most companies are never ever ever going to put majority of their balance sheet into Bitcoin. They just think it's too risky or it's too new for them.So, a much more realistic scenario is for companies to put 1% of their balance sheet into the digital asset. 1% may not sound like a lot, but look at the difference a 1% allocation would have made for Microsoft, Google, and Apple since 2020. Each of these companies has seen their balance sheets purchasing power erode from 14 billion ...

Summary of Key Points Core Viewpoint - August 2025 was a significant month for certain stocks in the Dow Jones Industrial Average, which rose by 3.8%, driven by notable performances from specific companies. Group 1: UnitedHealth Group - UnitedHealth Group's stock surged by 30.3% after a disappointing start to 2025, where it was down 50% before August [3] - Berkshire Hathaway disclosed a $1.5 billion investment in UnitedHealth, acquiring 5.04 million shares, indicating confidence in the company's recovery [3] - Investor Michael Burry's Scion Asset Management purchased 20,000 shares and 350,000 call options in UnitedHealth, further signaling positive sentiment [4] - The company reported second-quarter revenue of $111.6 billion, an increase of $12.8 billion year-over-year, and projected full-year revenue between $344 billion and $345.5 billion, reflecting a 15% growth from 2024 [5] Group 2: Apple - Apple's stock increased by 14.7%, despite Berkshire Hathaway selling 20 million shares to fund its UnitedHealth investment [7] - The company reported better-than-expected earnings for Q3 2025, with revenue of $94 billion, a 10% increase from the previous year, and earnings per share of $1.57, up 12% [7] - Apple achieved double-digit growth in its iPhone, Mac, and Services segments, breaking a trend of flat revenue since 2023 [8] Group 3: American Express - American Express's stock rose by 12.6%, benefiting from its unique market position catering to affluent customers and corporate accounts [9] - The company reported a 9% increase in second-quarter revenue to $17.8 billion, with adjusted earnings per share of $4.08, up 17% from Q2 2024 [10] - CEO Steve Squeri announced plans to upgrade the Platinum card to attract younger customers, including Generation Z and millennials [10] Group 4: Amazon - Amazon's stock increased by 6.6%, driven by strong performance in its AWS cloud computing segment and e-commerce [11] - AWS revenue reached $30.87 billion with an operating income of $10.16 billion, highlighting its profitability [12] - The advertising services segment generated $15.69 billion, a 23% increase year-over-year, and the July Prime Day event was the largest in history, with projected sales of $23.8 billion [14] Group 5: Home Depot - Home Depot's stock rose by 8.8% after reporting solid earnings, attributed to increased spending on home improvement projects [15] - The company reported second-quarter sales of $45.3 billion, a 4.9% increase from the previous year, with adjusted earnings per share of $4.68, slightly higher than last year [16] - Home Depot reaffirmed its 2025 sales growth guidance of 2.8% [16]

高端装备半月谈——9 月份热点板块推荐 20250907 摘要 AI PCB 市场中，相关厂商如新锡微装、大族数控和东威分别在曝光机、 机械钻孔和脉冲电镀环节占据高市场份额，其资本开支预计占 2025 年 AI PCB 市场的 80%以上，股价表现相对较好，值得关注。 国产替代在 PCB 设备领域潜力巨大，胜宏科技依赖进口设备，但大族数 控和东威具备国产替代机会。预计 2025 下半年至 2026 上半年，二氧 化碳激光钻孔机和水平三合一电镀等领域将逐步实现国产替代。 苹果在 AI 领域投入显著增加，计划未来三年大幅增加生成式 AI 及相关 机器学习芯片和模型的投入，并承诺追加 1,000 亿美元投资，未来四年 总投资额达 9,000 亿美元。9 月后苹果将把移动端内置的 GPT-4 模型升 级到最新的 GPT-5。 2026 年和 2027 年将是苹果硬件创新大年，iPhone 17 首次适配端侧 AI 应用，采用超薄真空腔散热技术。预计 2026 年推出折叠屏手机，首 年销售预期为 1,000 万部，2027 年上升至 2,500 万部，利好伯特精工、 创世纪和福立旺等机械相关企业。 锂电设备行业迎来国内 ...

Investment Rating - The industry rating is "Outperform" (maintained) [10] Core Viewpoints - The report is optimistic about edge AI investment opportunities driven by policy support, leading companies, and upcoming product launches [1][2] - The Chinese government has initiated the "Artificial Intelligence +" era, providing comprehensive policy support and resources to accelerate technology integration and industry development [2][19] - Major companies like Google and Apple are making significant advancements in edge AI, with Google launching the Tensor G5 chip and Apple planning a major product launch on September 10 [3][4][28] - The report highlights a significant increase in demand for smart glasses, with sales on JD.com growing over 10 times year-on-year [5][34] - Meta is restructuring its AI department and pausing hiring, focusing on developing new hardware and software for the metaverse [6][35] Summary by Sections 1. Policy Support and Industry Trends - The Chinese government has launched the "Artificial Intelligence +" initiative, aiming for deep integration of AI across six key sectors by 2027 [2][19] - The initiative outlines a three-step development goal, emphasizing the importance of smart terminals and AI applications [19][24] 2. Major Company Developments - Google has released the Tensor G5 chip, enhancing the Gemini model experience and establishing a hardware ecosystem centered on edge AI [3][25] - Apple is set to unveil the iPhone 17 and other products, with significant upgrades in hardware and AI capabilities, including a partnership with Google to enhance Siri with Gemini AI [4][31][32] 3. Market Demand and Performance - The report notes a remarkable increase in smart glasses sales, with JD.com reporting over 10 times growth in transaction volume [5][34] - Meta's restructuring of its AI team aims to enhance its product offerings and address rising costs while maintaining revenue growth from AI-driven advertising [6][36] 4. Future Outlook - The report anticipates continued growth in the edge AI sector, driven by technological advancements and increasing consumer demand for smart devices [1][2][5]