I am upgrading my previous Buy rating on Apple ( AAPL ) stock to a Strong Buy based on its Capital-Light AI Arbitrage strategy. The strategy decouples monetization from infrastructure intensity. Apart from that, the Q1-FY2026 all-time-high [ATH]Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

【iMobile爱科技资讯】2月3日消息，手机影像的竞争角度正悄然发生变化。去年9月，iPhone17系列首 发了名为 Center Stage 的 1:1 方形前置传感器。这种跳出传统 4:3 或 16:9 比例的设计，让用户单手竖向 握持手机，就能拍出以往必须横向握持才能得到的广角画面。 这一创新的背后，折射出与大疆 Osmo Pocket3 异曲同工的成功逻辑：相比于枯燥的画质堆料，"拍摄方 式"的革命更具杀伤力。 Pocket3 靠一个旋转屏解决了横竖屏切换的痛点，而苹果则靠一颗 1:1 传感器， 彻底打破了手机握持姿势对画幅的物理束缚。 这种"竖拍横图"的降维打击，迅速引起了国产阵营的高度警觉。据知名数码博主"数码闲聊站"爆料，华 为和OPPO目前都已在跟进了解1:1Sensor，计划将其引入自家的前置影像方案。 这一创新的背后，折射出与大疆 Osmo Pocket3 异曲同工的成功逻辑：相比于枯燥的画质堆料，"拍摄方 式"的革命更具杀伤力。 Pocket3 靠一个旋转屏解决了横竖屏切换的痛点，而苹果则靠一颗 1:1 传感器， 彻底打破了手机握持姿势对画幅的物理束缚。 这种"竖拍横图"的降维打击，迅 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【摩尔线程 AI Coding Plan 上线】 据了解，红包只是千问 APP 春节攻势的一部分。昨日，千问宣布投入 30 亿启动"春节请客计 划"，这不仅是阿里历史上春节活动投入最大的一次，也是今年春节大厂 AI 大战中的最高手 笔。 与传统春节红包玩法不同，千问 APP 此次依托阿里生态，打通淘宝闪购、飞猪、大麦、盒马 等核心业务，用户在抢红包的同时，还能体验到用 AI 买电影票、订酒店、点奶茶等"说句话就 能办成事"的全新生活方式。 【 OpenAI 为苹果电脑单独推出 Codex 应用】 2 月 2 日， OpenAI 为其人工智能（ AI ）编程助手 Codex 推出了独立应用，目前已在苹果 电脑上可用，该应用暂时向所有使用苹果电脑的 ChatGPT 用户开放。 OpenAI 表示，该应用旨在让软件开发人员能够轻松地同时管理多个 AI 智能体（ AI Agents ...

2月3日，胡润研究院发布《2025胡润中国品牌榜》，榜单首次纳入进入中国市场并服务于中国消费者的非中国品牌。根据榜单，苹果以1.11万亿元的品牌 价值登顶最具价值品牌；贵州茅台以7950亿元品牌价值位居第二，稳居中国品牌价值榜首；微信品牌价值增长最多，稳居第三名，同时取代抖音成为最具 价值中国民营品牌。以苹果为首的消费电子行业超越酒类，成为榜单中价值最高的行业，酒类依旧是中国本土品牌价值最高的行业。 榜单显示，上榜品牌数量从300强扩容至500强。317个品牌的价值较上一年增长，其中包含212个新上榜品牌；153个品牌价值下降；35个品牌价值保持不 变；另有16个品牌落榜。上榜门槛为20亿元人民币，总价值近8.8万亿元人民币。69%的上榜品牌提供实体产品，31%的品牌提供软件或服务。其中，源自 中国的品牌占比76%，非中国品牌占比24%。 看推文多多留言 有机会获商报君送出的礼品 朋友们千万别错过！ ↓↓↓ 上榜品牌的中国总部，覆盖73个城市。其中，上海以136个品牌居首，品牌总价值近2.9万亿元人民币；北京紧随其后，拥有104个品牌，品牌总价值近1.8 万亿元人民币；深圳位列第三，拥有41个品牌，品牌总价值 ...

Alphabet reports earnings Wednesday, and investors will be looking for more details on the company's deal with Apple to revamp the Siri virtual assistant with Google's Gemini artificial intelligence technology.While Wall Street is expecting Google to report a 15% year-over-year increase in its fourth-quarter revenue, much of the attention during the company's earnings call will be on any new details about the Siri-Gemini deal, analysts told CNBC. The earnings on Wednesday will be the first time Alphabet's l ...

Market Performance - First Call portfolio achieved a cumulative return of 17% from October 2025 to present, outperforming QQQ (4.48%) and SPY (4.87%) significantly[5] - In January 2026, the First Call portfolio recorded a monthly return of 10.58%[5] Currency and Commodity Trends - The Brazilian Real appreciated by 5.79% against the US Dollar in January, while the Australian Dollar also showed strength[8] - Emerging markets outperformed the US market in January, with South Korea (EWY) leading at 25.9%, followed by Peru (EPU) at 19.7%, Colombia (COL) at 17.73%, and Brazil (EWZ) at 16.59%[10] Investment Strategy Adjustments - The portfolio adjusted positions by liquidating high-volatility stocks and increasing holdings in more stable assets, such as raising the position in CCJ to 10%[8] - Cash reserves were increased to allow for potential buying opportunities in the market[8] Economic Outlook - The US Dollar is expected to stabilize or appreciate in the short term, with potential upward movement due to technical support from short covering in February[20] - The Federal Reserve's recent stance indicates a stable economic expansion, which may limit the appreciation of the Euro and Yen against the Dollar[20] Technology and AI Developments - AI applications like Clawdbot and cowork are gaining traction, enhancing operational efficiency despite concerns over permissions and costs[21] - The integration of Gemini mode in Google Chrome is expected to enhance the ecosystem's capabilities, making it more user-friendly and powerful[21]

分组1: Palantir Technologies - Palantir Technologies reported fourth-quarter results with an adjusted earnings of $0.25 per share and revenue of $1.4 billion, reflecting a 69.2% year-over-year increase [3] - U.S. revenue rose by 93%, with U.S. commercial revenue growing 137% and U.S. government revenue increasing by 66% year-over-year [3] - For Q1 fiscal 2026, Palantir expects revenue between $1.532 billion and $1.536 billion, exceeding the $1.33 billion estimate, and for the full year, revenue is projected between $7.182 billion and $7.198 billion, above the consensus estimate of $6.28 billion [3] 分组2: California Electric Vehicle Incentive Program - California Governor Gavin Newsom proposed a $200 million electric vehicle incentive program aimed at first-time buyers, requiring manufacturers to offer matching incentives [4] - The program would provide rebates for passenger vehicles priced at or below $55,000, $80,000 for vans, SUVs, and pickup trucks, and $25,000 for used vehicles [4] 分组3: Amazon Job Cuts - Amazon plans to eliminate an additional 2,200 corporate jobs, following previous cuts of 14,000 in October and 16,000 announced recently [5][7] - The job separations are set to begin on April 28 across various locations in Washington, with 401 positions lost due to facility closures [6]

2026年的苹果新品潮即将拉开帷幕，传闻中的廉价MacBook与M5 Pro/Max版MacBook Pro有望同台登场，为MacBook二十周年添上重磅注脚。同时苹果全 年还计划推出超20款硬件新品，从折叠iPhone到智慧家居中枢全面开花。 从廉价产品防守市场，到折叠设备与专业旗舰进攻高端，苹果2026年的产品策略清晰又激进。在PC市场竞争加剧的背景下，这种全面布局既是机遇也是 挑战。如何平衡产品生命周期与用户体验，将考验苹果的产品把控能力。 双MacBook领衔登场 苹果素来偏爱在春季更新Mac产品线。此次或将登场的两款MacBook定位截然不同：一款是搭载M5 Pro/Max芯片的专业级旗舰，另一款则是传闻已久的廉 价MacBook，前者主攻性能巅峰，后者剑指入门市场，形成清晰的产品梯度。此外，新款Studio Display显示器也有望同步亮相，搭载iPhone 17同款A19处 理器，支持120Hz高刷与独立智能家居功能，进一步完善专业创作生态。 扩展性方面，M5 Pro预计至少支持两台6K外接显示器，M5 Max则可支持四台，搭配全新N1芯片带来的Wi-Fi 7与蓝牙6，网络传输与AirDrop ...

Group 1 - Dow futures rose by 0.05%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.51% [1] - Intel's stock rose by 2.27% following a partnership with SoftBank's SaiMemory to develop next-generation memory technology, aiming for prototype production by the end of FY2027 and commercialization in FY2029 [2] - Tesla's stock increased by 1.16% after SpaceX announced the acquisition of xAI, with a total valuation of $1.25 trillion for the new entity [3] Group 2 - Apple's stock fell by 0.93% as it plans to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades rather than adopting the newer N2P process [4] - Waymo completed a $16 billion funding round, raising its valuation to $126 billion, with plans to expand its autonomous taxi fleet to several international cities [5] Group 3 - AES's stock rose by 6.99% as BlackRock's GIP and EQT are reportedly collaborating to bid for the company, which provides renewable energy services to major tech firms [6] - Uber's stock increased by 0.89% as it announced the restart of its ride-hailing service in Macau, offering various language options and luxury car services [7] Group 4 - Palantir's stock surged by 10.92% after reporting Q4 earnings of $0.25 per share, exceeding expectations, with revenue of $1.41 billion, a 70% year-over-year increase [8] - Tesla launched a new all-wheel-drive version of the Model Y in the U.S. at a price of $41,990, approximately $5,000 lower than the previous base model [9] - Spot gold prices rose nearly 6% to over $4,900 per ounce, while silver prices increased by over 10% [10]

证券研究报告 行业研究 / 行业点评 2026 年 02 月 03 日 行业及产业 AI 算力需求爆发，带动半导体设备、存储赛道景 气度上行 电子 强于大市 投资要点： 一年内行业指数与沪深 300 指数对比走势： 相关研究 《电子行业周报：Intel 25Q4 服务器与人工智 能业务增长亮眼》2026-01-26 《电子行业跟踪报告：存储封测或将迎来戴维 斯双击》2026-01-26 谱 IPO 成功》2026-01-20 《电子行业周报：台积电 25Q4 单季度业绩创 历史新高》2026-01-19 《电子行业周报：NVIDIA 宣布 Rubin 平台全 面量产》2026-01-12 许亮 S0820525010002 0755-83562506 xuliang@ajzq.com 朱俊宇 S0820125040021 021-32229888-25520 zhujunyu@ajzq.com ——电子行业周报（2026/1/26-2/1） 资料来源：聚源数据，爱建证券研究所 本周（2026/1/26-2/1）SW 电子行业指数（-2.51%），涨跌幅排名 19/31 位，沪深 300 指数（+0.08%）。 ...