来源：环球网 【环球网科技综合报道】2月2日消息，据MacRumors报道，苹果 CarPlay Ultra 将于今年晚些时候扩展到 更多汽车品牌。 外媒表示，去年苹果公司发布了CarPlay Ultra 。近九个月过去了，CarPlay Ultra目前仍仅限于阿斯顿·马 丁的最新款豪华车型，但这种情况应该很快就会改变。 2025年5月，苹果公司表示，现代、起亚等汽车品牌计划提供CarPlay Ultra。当时，苹果公司表示， CarPlay Ultra将在"未来12个月内"开始扩展到全球更多车型。 彭博社记者马克·古尔曼表示，他获悉CarPlay Ultra功能将于"今年下半年"至少搭载于现代或起亚的一款 全新主力车型上。目前尚不清楚他指的是此前报道过的现代即将推出的IONIQ 3，还是指其他车型。 外媒称，宝马、福特和Rivian等品牌都曾公开淡化CarPlay Ultra的重要性，而通用汽车则颇具争议地在 其新款电动汽车中放弃了普通版CarPlay ，因此它很可能也不会支持CarPlay Ultra。这意味着雪佛兰、凯 迪拉克和GMC等品牌的车型很可能无缘搭载CarPlay Ultra。特斯拉不太可能提 ...

Core Viewpoint - Apple is exploring the idea of launching a foldable iPhone with a "clamshell" design, potentially named "iPhone Flip," to compete with devices like Samsung Galaxy Z Flip 7 and Motorola Razr [1][2]. Group 1: Product Development - A foldable iPhone is expected to be released after Apple's first foldable iPhone, which is anticipated to launch in September this year [2]. - The first foldable iPhone is projected to unfold like a book, featuring a large 7.7-inch inner display for video viewing and gaming, likely with multitasking capabilities [2]. Group 2: Market Strategy - Apple is betting that its first foldable iPhone will achieve enough success to stimulate market demand for this product category, encouraging consumers to seek more diverse shapes and sizes of devices, similar to traditional flat iPhones [2]. - The feasibility of the clamshell iPhone reaching the market remains uncertain [2].

Core Viewpoint - Bank of America Securities believes that Apple's iPhone upgrade performance will exceed expectations despite headwinds from rising commodity prices, with gross margins continuing to rise [1] Group 1: Product Developments - The AI-powered Siri is expected to launch in 2026, and a foldable iPhone is anticipated to be released in September 2026 [1] - The installed base of devices is projected to reach a new high, contributing to positive growth [1] Group 2: Financial Projections - The revenue forecast for Apple's fiscal year ending September 2026 has been raised from $463 billion to $475 billion [1] - Earnings per share estimate has been increased from $8.26 to $8.51 [1] Group 3: Investment Outlook - The firm reaffirms a "Buy" rating for Apple, maintaining a target price of $325 [1] - Strong capital returns, leadership in the AI sector, and opportunities from new products or markets are cited as reasons for optimism regarding the company's performance in 2026 [1]

其中，2025年，苹果(AAPL.US)创下年度出货量新高，iPhone 出货量同比增长7% 至2.406亿部，使其连 续第三年保持全球最大智能手机厂商的地位。三星在经历连续三年的年度下滑后于 2025 年实现显著反 弹，同比增长 7%，出货略低于苹果。 在前五名之外，尽管市场环境充满挑战，仍有多家厂商保持正向增长。得益于在核心市场激烈竞争中快 速拓展地理版图带来的增长，荣耀和联想(00992)分别同比增长11% 和 6%，创下历史新高。 Omdia最新研究显示，2025年全球智能手机出货量增长 2%，达到12.5亿部，为2021年以来的最高水 平。除大中华区外，各地区出货量均同比增长，中国内地则因2025年国家补贴政策的激励效应不及预期 而略有下降。升级和换机的强劲需求支撑使市场保持增长，尽管商业环境充满不确定性，多家厂商仍然 打破了纪录。 受季节性利好因素和厂商强劲表现推动，2025年第四季度，全球智能手机出货量同比增长4%。 Omdia 研究经理 Le Xuan Chiew认为，市场波动时期，为能够快速应对挑战的厂商、供应商及合作伙伴 提供了竞争窗口。这种条件创造了一个战略机遇，可以抓住升级换机用户、开 ...

Market Sentiment - The CNN Money Fear and Greed index showed a decline in overall market sentiment, with a current reading of 57.9, down from 60.5, indicating a shift within the "Greed" zone [5] - U.S. stocks settled lower on Friday, with the Nasdaq Composite falling more than 200 points during the session [1] Stock Performance - The S&P 500 recorded losses for the third consecutive session, closing down 0.43% at 6,939.03, while the Dow Jones fell around 179 points to 48,892.47 [4] - Despite the recent losses, the S&P 500 gained 1.4% and the Dow added 1.7% for January, while the Nasdaq recorded a monthly gain of 1% [1][4] Economic Data - U.S. producer prices increased by 0.5% month-over-month in December, marking the largest rise in three months and exceeding market expectations of 0.2% [3] - Most sectors on the S&P 500 closed negatively, with materials, information technology, and financial stocks experiencing the biggest losses, while consumer staples and energy stocks closed higher [3] Company Financials - Apple Inc. reported stronger-than-expected financial results for the first quarter of fiscal 2026 [2] - Verizon Communications Inc. also reported better-than-expected fourth-quarter financial results and provided FY26 adjusted EPS guidance above estimates [2]

Market Sentiment - The CNN Money Fear and Greed index showed a decline in overall market sentiment, with a current reading of 57.9, down from 60.5, indicating a shift within the "Greed" zone [5] - U.S. stocks settled lower on Friday, with the Nasdaq Composite falling more than 200 points during the session [1] Stock Performance - The S&P 500 recorded losses for the third consecutive session, closing down 0.43% at 6,939.03, while the Dow Jones fell around 179 points to 48,892.47 [4] - Despite the recent losses, the S&P 500 gained 1.4% and the Dow added 1.7% for January, while the Nasdaq recorded a monthly gain of 1% [1][4] Economic Data - U.S. producer prices increased by 0.5% month-over-month in December, marking the largest rise in three months, surpassing market expectations of 0.2% [3] - Most sectors on the S&P 500 closed negatively, with materials, information technology, and financial stocks experiencing the biggest losses, while consumer staples and energy stocks closed higher [3] Company Financials - Apple Inc. reported stronger-than-expected financial results for the first quarter of fiscal 2026 [2] - Verizon Communications Inc. also reported better-than-expected fourth-quarter financial results and provided FY26 adjusted EPS guidance above estimates [2]

Group 1 - Baidu has established a new personal super intelligence business group led by Wang Ying, aimed at enhancing AI application capabilities through better integration of talent and technology [2] - iQIYI's CFO Wang Jun has resigned for personal reasons, with senior vice president Zeng Ying appointed as the acting CFO [3] - TCL Technology has appointed Wang Cheng as CEO, while founder Li Dongsheng will remain as chairman [4][6] Group 2 - 360's Vice President of Public Relations Zhang Yongsheng has left the company [7] - Konka's President Cao Shiping has resigned but will continue to serve in another capacity [8] - Tongfang's former President and Chairman Lu Zhicheng has passed away at the age of 78 [9] Group 3 - Disney CEO Bob Iger plans to step down before the end of his contract, with Josh D'Amaro expected to be appointed as the new CEO [12] - Disney has established a new marketing and branding department led by Asad Ayaz [13] Group 4 - TikTok has formed a new U.S. data security company led by Adam Presser as CEO [14] - Apple has expanded hardware chief John Ternus's responsibilities to include design, solidifying his position as a potential successor to CEO Tim Cook [15] - Apple has experienced a wave of departures from its AI team, with at least four researchers leaving for companies like Meta and Google [16] Group 5 - Meta has appointed Dina Powell McCormick as President and Vice Chair, overseeing strategic initiatives [17] - NVIDIA has hired Alison Wagonfeld as its first Chief Marketing Officer [18] - NVIDIA board member Persis Drell has resigned for new career opportunities [20] Group 6 - xAI co-founder Greg Yang has left the company due to health issues but will remain as an informal advisor [21] - OpenAI has implemented a general manager responsibility system for its product lines [22] - Anthropic has appointed Irina Ghose as Managing Director for India [23] Group 7 - Paramount Skydance has appointed Dennis K. Cinelli as CFO [24] - Warner Music Group has named Hannah Karp as Chief Communications Officer [27] - Hark has hired former Apple designer Abidur Chowdhury as its design lead [28] Group 8 - Soitec has appointed Laurent Remont as its new CEO [29] - Black Box has named Sameer Batra as Chief Business Officer for its global systems integration business [30] - Kioxia Holdings has appointed Hiroo Oota as CEO [31] Group 9 - SoftBank has appointed Jun Shimba as Chairman [32] - Merck has appointed Benjamin Hein as CEO of its electronics business [35] - Sharp has announced leadership changes with Grace Dolan set to become the new President [38]

| Rank ♦ | Name | | | ਵੈ Market Cap | 승 | Today & | Pr | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | Gold GOLD | | $32.518 T | $4,677 | -1.44% | ( | | 2 | | NVIDIA NVDA | | $4.653 T | $191.13 | -0.72% | | | 3 | | Silver | | $4.331 T | $76.95 | -2.01% | | | | | SILVER | | | | | | | 4 | | | Alphabet (Google) | $4.086 T | $338.53 | -0.04% | | | | | GOOG | | | | | | | 5 | | Apple | | $3.813 T | $259.48 | 0.46% | | | | | AAPL | | | | | | | б | | Microsoft | | $3.195 T | $430.29 | -0.74% | | | | | M ...

图片来源：naver 处理器上，iPhone Ultra 预计将搭载 A20 Pro 芯片。 芯片将采用台积电全新 2nm 工艺，相比 A19 性能提升 15%，能效提升 30%。 值得一提的是，据 @定焦数码爆料，折叠屏 iPhone 还有望参考 OPPO Find N5 的内部设计。 按照他的爆料，OPPO Find N5 的核心铰链及其精密部件均已被苹果采纳。 这意味着在一些零部件的采用上，折叠屏 iPhone 可能会与安卓阵营「师出同门」。 同时，折叠屏 iPhone 还有望配备 5500mAh 左右的电池容量。 如果消息属实，这可能也是史上电池容量最大的 iPhone 了。 图片来源：社交平台 不出意外的话，折叠屏 iPhone 最快将在今年 9 月发布。 总之，让我们拭目以待吧。 以上，就是近期关于折叠屏 iPhone 的主要爆料了。 你期待这款新机吗？ 欢迎在评论区留言，和大家一起讨论。 凭借 iPhone 17 系列，苹果这段时日可谓风头无两。 在近期举办的股东电话会议上，相关的财报数据也彰显了这一点。 苹果当季营收为 1438 亿美元（约合 1 万亿元人民币），同比增长 16%，创下公司历史 ...

2月2日，第三方调研机构公布的销量数据（Sell out）显示，今年1月，华为以18.6%的的份额再度成为 中国手机市场第一，苹果没有被甩开太大差距，以17.04%的份额紧随其后，OPPO和vivo的份额均在 16%以上，而小米和荣耀分别以14.39%和13.64%的份额位列第五和第六名。 但长期来看，苹果也并非没有难题。 而在华为Mate80上市前，苹果iPhone17系列已在中国打出亮眼表现。根据IDC数据，2025年四季度，苹 果手机在国内市场出货量达1600万台，同比增长21.5%，份额增长至21.2%，均排名市场第一。同期， 苹果大中华区营收达255.26亿美元，同比大增38%。 国外科技媒体 Appleinsider 指出，苹果此前在中国市场已经历了一段漫长的"阵痛期"。面对华为、小米 等本土竞争对手的竞争，iPhone的市场份额曾一度遭到挤压，销量持续呈现下滑趋势，甚至在"双十 一"等关键促销节点，即便采取降价策略也未能完全止住跌势，然而iPhone17系列"加量不加价"，叠加 国补的助推扭转了这一局面，帮助苹果重新夺回了市场主导权。 从全球格局来看，苹果不仅市占率第一，也牢牢主导着高端市场。C ...