No one mentioned Micron in Apple's latest earnings call. They didn't have to.When Apple (AAPL +4.12%) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies.That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (MU +5.42%) investors. App ...

来源：环球网 【环球网科技综合报道】2月3日消息，据Business Insider报道，"iPod之父"托尼·法德尔（Tony Fadell） 公开表示，苹果公司应重新推出iPod，以迎合市场对音乐设备的怀旧需求及追求纯粹音乐体验的用户偏 好。这位曾主导初代iPod设计的传奇人物提出，通过创新设计将iPod功能融入AirPods等现代设备，或为 这一经典产品注入新生。 法德尔指出，苹果于2019年发布第七代iPod Touch后，正式为这一产品线画上句号（此前iPod Nano与 Shuffle系列已于2017年停产）。然而，初代iPod凭借"将1000首歌曲装进口袋"的革命性理念，不仅重塑 了苹果的命运，更永久改变了音乐产业。如今，随着数字时代进入"怀旧周期"，iPod对老用户而言已成 为"记忆符号"。"人们会说'哦，我记得iPod'，但他们不再希望被智能手机分散注意力。"法德尔强调， 重启iPod可精准触达这一群体，满足其情感需求。 法德尔提出，新款iPod的另一核心价值在于提供"无干扰"的音乐聆听方式。在智能手机功能日益繁杂的 背景下，部分用户正寻求简化科技使用方式，这一趋势已推动功能手机市场回暖。他 ...

2月3日，捷邦科技涨6.58%，成交额4.64亿元，换手率13.66%，总市值94.39亿元。 异动分析 富士康概念+液冷服务器+苹果概念+锂电池概念+人民币贬值受益 来源：新浪证券-红岸工作室 资金分析 今日主力净流入4802.34万，占比0.1%，行业排名7/98，连续3日被主力资金增仓；所属行业主力净流入 8.11亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入4802.34万8281.80万1.17亿1.21亿8731.60万 主力持仓 1、公司直接客户主要为富士康、广达集团、仁宝电脑、可成科技、比亚迪等苹果组件生产商和制造服 务商，其中对第一大客户富士康的销售金额占营业收入的比例分别为 35.58%、 36.85%和 39.52%。 2、根据2025年7月17日互动易：目前公司服务器液冷散热业务按计划正常推进中。但由于公司与客户签 署了保密协议，目前暂时无法提供具体的项目细节。 3、公司大部分产品应用于苹果的笔记本电脑和平板电脑，产品中最终应用于苹果终端产品的销售收入 占营业收入的比例分别为85.22%、 77.95%和 81.27%，比例较高，公司对苹果存 ...

Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On January 30, Evercore ISI analysts dropped Apple from their TAP Outperform list following its December-quarter earnings. Apple reported fiscal Q1 2026 revenue of $143.8 billion and earnings per share of $2.84, ahead of Street expectations of $138.4 billion and $2.67, respectively. Total revenue grew 15.7% year-over-year, led by iPhone sales increasing 23% and Services growing 13.9%. Meanwhile, gross margins for the qu ...

Core Insights - The 2025 Hurun China Brand List was released, marking the 20th edition of the list, which now includes non-Chinese brands that serve Chinese consumers for the first time [1][6] - Apple tops the list with a brand value of 1.11 trillion RMB, followed by Kweichow Moutai at 795 billion RMB, and WeChat at 325 billion RMB, which saw the highest growth among Chinese brands [4][5] Brand Rankings - The top five brands are: 1. Apple - 1,110 billion RMB (USA, Consumer Electronics) [4] 2. Kweichow Moutai - 795 billion RMB (China) [4] 3. WeChat - 325 billion RMB (China, +38%) [4] 4. Douyin - 280 billion RMB (China, +14%) [4] 5. Tesla - 270 billion RMB (USA, New Entry) [4] Industry Insights - The consumer electronics sector has surpassed the liquor industry to become the highest-valued industry on the list, while liquor remains the highest-valued industry for domestic brands [5] - A total of 386 brands from China made the list, leading the rankings, followed by 46 from the USA and 19 from France [5] Regional Highlights - Hunan province has six brands on the list, including Furong Wang at 18th, Aier Eye Hospital at 131st, and Mango TV at 214th [5] - Shanghai is the city with the most brands on the list, contributing 136 brands, followed by Beijing with 104 [5] New Entries - 212 new brands were added to the list, primarily from the food and beverage and daily chemical industries, with notable entries like Red Bull and Coca-Cola [5][6] - The automotive sector also saw significant new entries, including Tesla and Toyota [5] Brand Value Growth - The total brand value of the listed brands reached nearly 8.8 trillion RMB, an increase of 47% from the previous year [6] - The thresholds for the top 300, 200, and 100 brands have increased, indicating a rise in brand value requirements [6]

Core Viewpoint - The recent launch of Honor Power2 has sparked discussions regarding its design similarities to Apple's iPhone 17 Pro, with the company defending its design choices as industry-standard solutions for balancing hardware and user experience [1][2]. Group 1: Product Launch Details - Honor officially released the Power2 model on January 5, featuring the Dimensity 8500 Elite chip and a 10,080mAh battery, with a starting price of 2,699 yuan [1][2]. - The Power2 includes a dual-camera setup with two 50-megapixel cameras, one with Optical Image Stabilization (OIS) and the other a wide-angle lens, supporting up to 10x digital zoom [1][2]. Group 2: Design Controversy - External media have claimed that the design of Honor Power2 closely resembles that of the iPhone 17 Pro, particularly in the layout of the rear cameras and the new color option, which is similar to Apple's offerings [1][2]. - Honor's customer service stated that the similarities in camera layout are a result of prioritizing functionality, thermal management, and user comfort, suggesting that mature designs tend to converge in the industry [1][2].

Group 1 - Apple plans to officially launch smart glasses by the end of 2026, which may reshape the global AR/VR device supply chain [1][3] - The entry of Apple is expected to be a key catalyst for the large-scale commercialization of smart glasses, driving the industry into a phase of explosive growth [1][3] - Core suppliers in the optical industry are increasing capital expenditures and shifting R&D focus towards key AR technologies, driven by potential demand from Apple [3] Group 2 - Kinko Optical has invested approximately $5.6 million to establish an AR/VR/MR research center, focusing on core technologies such as nano-imprint waveguides and optical engines [3] - Kinko Optical plans to initiate joint development projects with clients in 2026, aligning with the rumored launch of Apple's new product [3] - Other companies like Asia Optical, Young Optics, and Aiimax Innovation are also adjusting strategies to seize opportunities in the smart glasses market through expansion, acquisitions, or technological collaborations [3] Group 3 - Despite Apple not officially confirming the smart glasses project, supply chain dynamics indicate its strategic intentions [3] - Competitors like Meta and Snap have launched smart glasses with some sales success, but have not triggered a consumer explosion due to limitations in technology maturity and ecosystem integration [3] - Apple's advantages in chips, operating systems, and ecosystem synergy are seen as crucial to breaking the current stagnation in the market [3]

Core Insights - Apple has experienced significant talent loss in its AI division, with at least four AI researchers and a senior Siri executive leaving for companies like Meta and Google, indicating ongoing instability within its AI team [1][2] - The departures highlight Apple's struggle to keep pace in the AI competition, exacerbated by the decision to outsource some technology to Google, which may have caused internal dissatisfaction [1][2] Group 1: Talent Departures - Four AI researchers, Yinfei Yang, Haoxuan You, Bailin Wang, and Zirui Wang, have left Apple, with Yang starting a new venture and the others joining Meta and Google [1] - Stuart Bowers, a senior executive responsible for Siri, has also moved to Google DeepMind, further indicating a trend of high-level talent leaving Apple [2] Group 2: AI Team Challenges - The recent departures primarily stem from the Foundation Models (AFM) team, which is responsible for developing the underlying technology for Apple's AI platform [2] - The AFM team has faced scrutiny due to delays in the new Siri version and lackluster performance of existing AI features, leading to increased pressure on the team [2] Group 3: Strategic Changes - Apple has undergone significant restructuring in its AI business, including the removal of John Giannandrea from his long-held position and the appointment of Craig Federighi to oversee AI responsibilities [3] - Apple is preparing two new versions of Siri, one being a short-term update and the other a more advanced version with a chatbot-like interface, both supported by models developed by Google's team [3] Group 4: Future Directions - Despite the reliance on external partnerships for AI model development, Apple continues to use its proprietary models for certain features, indicating a strategic need for differentiation in the competitive AI landscape [3]

本周投资组合：#深信服、海光信息、鼎捷数智、同花顺、虹软科技、合合信息、电科数字、海天瑞声、国能日新 # 商业航天SpaceX链催化持续。 SpaceX积极推进上市进程，拟吸收xAI整合业务。 SpaceX向FCC提交百万颗AI卫星申请，目标打造太空算力卫星星座。 苹果与SpaceX拟联合推动手机直连卫星服务 # 继续看多AI与商业航天 【建投计算机】 # 继续看多AI与商业航天 【建投计算机】 SpaceX向FCC提交百万颗AI卫星申请，目标打造太空算力卫星星座。 苹果与SpaceX拟联合推动手机直连卫星服务，商业航天下游应用领域有望拓展。 #全球世界模型赛道大厂云集，#蚂蚁和谷歌连续发布世界模型，#AGI进展有望加速。 如果LLM是AGI的大脑，世界模型就是AGI感知物理世界的抓手，两者结合将推动AI从处理文本信息进阶到理解并 操作物理世界，加速实现AGI之路。 #大厂争夺春节AI流量，#总投入超15亿。 2025年春节DeepSeek及后续元宝推广爆火，已为大厂打样春节AI产品推广流量时机。 本周投资组合：#深信服、海光信息、鼎捷数智、同花顺、虹软科技、合合信息、电科数字、海天瑞声、国能日新 # 商业航 ...

Summary of Key Points from the Conference Call Company and Industry Overview - **Company**: Apple Inc. (AAPL) - **Industry**: Technology, specifically focusing on consumer electronics and services Core Insights and Arguments - **Revenue Growth**: Apple reported a revenue increase of 16% year-over-year (YoY) to $144 billion for the December quarter, surpassing management's guidance of 10-12% YoY growth [1][5] - **Product Revenue**: Product revenue also grew by 16% YoY, primarily driven by strong demand for the iPhone and partially the iPad [1] - **Future Guidance**: For the March quarter, Apple anticipates a revenue growth of 13-16% YoY, exceeding Bloomberg's consensus of 10% YoY growth [1] - **Service Revenue**: Service revenue is expected to grow around 14% YoY, contributing to the overall positive outlook [1] - **Gross Margin (GM) Guidance**: Apple maintains its GM guidance at 48-49% for March 2026, compared to 48.2% in December 2025, despite rising component prices [1][5] Product Performance Highlights - **iPhone Sales**: iPhone revenue grew 74% quarter-over-quarter (QoQ) and 23% YoY, attributed to strong demand for the iPhone 17 series [3][6] - **iPad and Mac Performance**: iPad revenue increased by 24% QoQ and 6% YoY, while Mac revenue declined by 4% QoQ and 7% YoY due to tough comparisons [3][6] - **Wearables**: Wearables revenue grew 28% QoQ but declined 2% YoY, impacted by supply constraints on AirPods Pro 3 [3][6] Supply Chain Implications - **iPhone Supply Chain Estimates**: For the first half of 2026, iPhone EMS build estimates are 60 million and 52 million units for March and June quarters, respectively, indicating an 8% YoY increase [3] - **Component Pricing Pressure**: Rising prices for memory and other components may exert pressure on average selling prices (ASP) and gross margins within the supply chain [1][4] Investment Recommendations - **Preferred Suppliers**: The report recommends focusing on camera lens supplier Genius Electronic Optical Co., Ltd. and hinge supplier Shin Zu Shing, anticipating benefits from strong iPhone demand and potential new product launches [4] Financial Data Overview - **December Quarter Financials**: - Total Revenue: $143.76 billion - Gross Profit: $69.23 billion - Net Profit: $42.10 billion - Diluted EPS: $2.85 [5][6] Additional Considerations - **Market Dynamics**: The positive outlook for Apple's iPhone demand is expected to benefit related supply chain vendors, although caution is advised due to potential pricing pressures from component costs [1][4] - **Product Diversification**: Genius is diversifying into OpenAI hardware and smart home products, which may provide additional growth avenues [4] This summary encapsulates the key points discussed in the conference call, highlighting Apple's strong performance, future expectations, and implications for the supply chain and investment opportunities.