Group 1 - China Merchants Commercial REIT completed the acquisition of a hotel on Kossuth Road in Hong Kong for a total price of HKD 205 million, with a discount of approximately 3.3% compared to the appraised value [2] - Haohan Deep announced a cash acquisition of 34% equity in Yunbian Cloud Technology for CNY 85.75 million, aiming to enhance its AI strategy by integrating cloud and edge computing [3] - Ying Tang Intelligent Control plans to issue shares and pay cash to acquire 100% equity of Guilin Guanglong Integration Technology and Shanghai Aojian Microelectronics for a total of CNY 808 million [4][6] Group 2 - ST Xifa intends to acquire 50% equity of Lhasa Beer for CNY 292 million, aiming for full ownership to enhance asset integrity and management control [4][5] - China Aluminum, in partnership with Rio Tinto, is set to acquire approximately 68.6% of Brazil's aluminum company for a base transaction price of BRL 46.89 billion, equivalent to approximately CNY 62.86 billion [7] - China Foreign Trade's subsidiary plans to establish a joint venture with Nanshan Hungary to acquire a warehouse in Hungary, with a total investment commitment of approximately EUR 49.83 million [8] Group 3 - Apple has acquired Israeli AI startup Q.ai for nearly USD 2 billion, marking one of its largest acquisitions to date, with a focus on innovative imaging and machine learning applications [9]

此次披露的离职人员名单中有四名AI领域研究员，分别是Yinfei Yang、Haoxuan You、Bailin Wang以及 Zirui Wang，他们此前均在苹果内部从事AI相关技术研发工作。他们的相继离开，不仅带走了宝贵的技 术经验，更引发外界对苹果AI研发团队稳定性的担忧。其中，Yinfei Yang计划离开苹果创办一家新的初 创公司；Haoxuan You和Bailin Wang则选择加入社交媒体巨头Meta Platforms Inc.，Haoxuan You已加入 Meta的超级智能研究部门，致力于前沿AI模型探索，Bailin Wang则专注于Meta的推荐系统相关工作。 此外，彭博社还指出，苹果Siri高级主管图尔特·鲍尔斯（Stuart Bowers）也已从苹果离职，转投谷歌 DeepMind。 来源：环球网 【环球网科技综合报道】1月31日消息，据彭博社报道，在科技巨头激烈争夺人工智能（AI）人才的当 下，苹果公司正面临严峻的留人挑战，其AI研发团队遭遇新一轮人才流失，核心技术力量不断流向竞 争对手。 据《金融时报》消息透露，自今年 1 月起，Meta 至少从苹果挖走了十几位人工智能研究 ...

当春节的热闹逐渐被标准化的祝福与喧嚣包裹时，苹果的新春影片总能以独特的人文视角撕开一道口 子，2026年这部由白雪执导、iPhone 17 Pro全程拍摄的《碰见你》，也延续了这一传统，它没有刻意渲 染回家，而是用一只迷路小狗与女主角的相伴旅程，把年味从团圆的话题，拓展成了"有人愿意陪你走 一段"的故事。 作为苹果首次尝试的混合媒介新春影片，《碰见你》最亮眼的突破，是将定格动画与iPhone 17 Pro的影 像能力深度融合。影片依托机型全新升级的三颗4800万像素融合式摄像头，用等效200mm的8倍光学品 质变焦捕捉小狗"小白"的微表情，以4倍光学长焦定格街头巷尾的新春细节，甚至通过手机轻巧的机身 实现了动物视角拍摄，让技术不再是冰冷的参数，而是成为传递情感的的工具。 摄影师高伟喆所说："8倍光学品质变焦能聚焦角色，同时捕捉广阔环境"，这种小而精的影像表达，恰 好契合了影片"细腻不煽情"的基调。 从2018年陈可辛《三分钟》用iPhone X记录春运母子情，到2024年马克·韦布《小蒜头》以奇幻故事探 讨"做回自己"，苹果新春影片系列始终在"技术展示"与"人文叙事"间寻找平衡。而相较于《小蒜头》因 文化细节 ...

据悉，这张支票的历史可追溯至苹果公司成立之初的1976年。彼时，史蒂夫·乔布斯和史蒂夫·沃兹尼亚 克还在乔布斯父母的车库里艰苦创业。1976年3月16日，二人共同签署开具了这张面额为500美元的支 票，支付对象是霍华德·坎廷。当时，坎廷承担着将沃兹尼亚克精心绘制的Apple - 1示意图转化为可制 造的印刷电路板（PCB）设计这一重要任务。 外媒认为，这张支票远非普通的支付凭证，它见证了苹果公司从概念构思迈向实体产品的关键一步，承 载着苹果早期发展的珍贵记忆。（青山） 来源：环球网 【环球网科技综合报道】1月31日消息，据科技媒体Cult of Mac报道，在1月29日举办的RR Auction拍卖 会上，一张具有非凡历史意义的"苹果1号支票"以2409886美元的高价成交，一举创下公开拍卖支票的最 高纪录。 ...

Core Insights - Apple's revenue growth is accelerating, while Meta's outlook is strong but impacted by rising costs [1][2] Group 1: Apple - Apple reported a 16% revenue growth in its fiscal first quarter, a significant increase from 8% in the previous quarter [7] - The growth was driven by the successful iPhone 17 family, which contributed to a 23% year-over-year growth in the iPhone segment [7] - In Greater China, Apple's revenue rose 38% year over year, indicating strong demand in this key market [8] - For fiscal Q2, Apple expects revenue growth of 13% to 16% year over year, despite anticipated supply constraints for iPhones [9] - The services segment grew by 14% in fiscal Q1, with a gross profit margin significantly higher than that of the products segment, suggesting a potential shift in revenue reliance [10] Group 2: Meta - Meta reported fourth-quarter revenue of $59.9 billion, a 24% increase year over year, although this was a deceleration from 26% growth in Q3 [4] - The company's earnings per share of $8.88 exceeded analysts' expectations but only reflected an 11% year-over-year increase, while costs surged by 40% [6] - Meta's first-quarter revenue guidance suggests a midpoint of $55 billion, indicating a 30% year-over-year growth, but this includes a 4% foreign exchange tailwind [5] - Management anticipates that the full-year fiscal 2026 revenue growth rate will be below Q1 levels, indicating potential challenges ahead [5] Group 3: Investment Comparison - At current valuations, Apple is considered a better investment due to faster earnings per share growth and a more durable business model [11] - Apple's price-to-earnings ratio is 33, slightly higher than Meta's 30, but the valuation gap is justified by Apple's stronger business fundamentals [12] - While Meta is viewed as an attractive stock, Apple is deemed the superior buy at this time [13]

Group 1 - JPMorgan has raised Apple's target stock price from $315 to $325 within a week, reflecting strong past performance and optimistic guidance for the next two quarters [1] - The report highlights that the success of the iPhone 17 series is not solely dependent on subsidy policies in China, but shows strong global growth [1] - Apple's services business has demonstrated significant momentum, with the App Store and various subscription services achieving record revenue in the December quarter [1] Group 2 - Looking ahead to 2026, JPMorgan predicts sustained high demand for the iPhone 18 series, particularly if Apple introduces a rumored foldable iPhone (iPhone Fold), which could further stimulate upgrade cycles [4]

Group 1: Google Project Genie - Google DeepMind has launched Project Genie, an AI tool that allows users to create interactive virtual worlds using text prompts or images [1] - The tool is currently available to users with a Google Ultra account in the U.S. who are 18 years or older [1] - Project Genie is based on the previously showcased Genie 3 model and integrates Google's Nano Banana Pro image generation model and Gemini multimodal model [1] Group 2: Apple AirPods Pro 3 Demand - Apple CEO Tim Cook stated that the demand for AirPods Pro 3 has exceeded the company's expectations since its release in September 2025 [3] - The "Wearables, Home, and Accessories" category saw a revenue decline of approximately 2% year-over-year in Q1 of fiscal year 2026 [3] - Cook clarified that the revenue drop does not reflect true market demand, attributing it to production constraints affecting AirPods Pro 3 [3] Group 3: Apple Siri Development - Apple initially considered using Anthropic's Claude model for the new Siri but ultimately chose Google's Gemini platform due to cost negotiations [5][7] - Anthropic's proposal included high fees, demanding tens of billions annually from Apple, which led to the decision to switch to Gemini [7] - Despite not being selected for Siri, Anthropic continues to play a significant role in Apple's internal systems [7] Group 4: Xiaomi's UK Expansion - Xiaomi plans to open 150 stores in the UK over the next four years, having generated approximately 1 billion RMB in revenue last year [10] - The company has diversified its product lines, including smartphones, wearables, home appliances, and vehicles [10] Group 5: Tencent's AI Research - Tencent has appointed Pang Tianyu as the Chief Research Scientist for its AI division, focusing on multimodal reinforcement learning [12] - Pang has a strong academic background in machine learning and has published multiple papers in top conferences [12] Group 6: Apple iPhone 18 Pro Features - Apple is negotiating with SpaceX to integrate Starlink satellite communication into the upcoming iPhone 18 Pro, allowing users to connect without additional hardware [14] - Currently, Apple offers emergency SOS satellite services through Globalstar, but this is limited to urgent situations [14] Group 7: Alibaba's DeepPlanning - Alibaba Qianwen has launched a new benchmark test called DeepPlanning, which focuses on complex real-world planning tasks for AI [13] - Current top AI models still show limitations in global optimization and long-term consistency, indicating a gap in achieving full autonomous decision-making capabilities [13] Group 8: Robotics and AI Insights - Yu Shu Technology's CEO Wang Xingxing emphasized the importance of developing large models for robots, suggesting that success in this area could lead to significant recognition [17] - The company reported a production output of over 5,500 humanoid robots in 2025, with plans for further advancements [18]

每每聊到苹果，我们总会在潜意识里把它描绘成一家纯粹的产品公司。 而现实世界里，如今的苹果远远不止一家产品公司，同时也是一个眼光独到的投资公司——不是投资金融产品，而是投资未来技术。 ▲ 图｜TheVerge 就在昨夜，苹果曝出斥巨资收购了一家来自以色列的人机交互技术公司「Q.ai」，后者的主要研发方向为读取面部动作和理解无声交流的相关技术。 尽管目前双方没有公布收购的具体细节，但 Q.ai 此前已经收到了包括凯鹏华盈（Kleiner Perkins）、谷歌风投（GV）、星火资本（Spark Captial）、 EXOR 集团等风投巨鳄的支持，外界预估本次收购的金额在16-20 亿美元左右。 如果估值无误，这将是苹果历史上第二大的收购案例，仅次于 2014 年 30 亿美元收购 Beats，同时也可能是苹果最大的 AI 领域单笔投资。 但是这家 Q.ai 公司究竟何许人也？一个官网上没有任何技术细节的科研公司，苹果为什么愿意花这么多钱去收购它呢？ 新面孔，但是老朋友 尽管 Q.ai 的名字里带个 AI，却不是我们常规意义上的「AI 公司」，像 OpenAI 或者 xAI 那样提供模型服务。 Q.ai 的主要技术 ...

Core Viewpoint - Apple has shown strong performance in iPhone sales, with revenue reaching an all-time high, but concerns about rising memory prices and margins persist. The company is expected to navigate these challenges effectively, leveraging its supply chain management and potential pricing power due to strong demand for the iPhone 17 lineup. Financial Performance - iPhone revenue climbed 23% year-over-year to over $85 billion, significantly surpassing the expected $78.3 billion [14][16][45] - The company guided for 13 to 16% revenue growth and a gross margin of 48 to 49% for the upcoming quarter [2][33] - Greater China revenue reached $25.5 billion, up nearly 38% year-over-year, indicating a strong recovery in that market [46][70] Supply Chain and Margins - Tim Cook acknowledged that memory prices are expected to impact gross margins more significantly in the second quarter, although margins are projected to remain stable compared to the first quarter [18][66] - The supply of memory is constrained, with prices increasing due to high demand from AI data center buildouts, which could affect Apple's pricing strategy [19][21] AI Strategy - Apple is partnering with Google to enhance its AI capabilities, particularly for Siri, which is seen as a necessary step to remain competitive in the AI landscape [6][62] - The slow rollout of AI products may benefit Apple as consumers become more discerning about AI quality, allowing Apple to refine its offerings [10][63] Market Position and Future Outlook - Despite concerns about overall revenue growth, Apple has demonstrated resilience with strong iPhone sales and effective supply chain management [21][38] - The company faces strategic challenges regarding AI monetization and its dependency on memory pricing, which could impact future earnings [21][66]

Group 1 - The article discusses the nomination of Kevin Warsh by President Trump to replace Jerome Powell as the next Chairman of the Federal Reserve, highlighting Warsh's previous hawkish stance on monetary policy and recent support for Trump's tariff policies and accelerated interest rate cuts [3] - Warsh was the youngest member of the Federal Reserve Board when he joined in 2006 and was previously considered for the Chairman position before Powell was ultimately nominated [3] Group 2 - The article mentions the legal process for appointing the Federal Reserve Chairman, which requires the President's nomination to be approved by the Senate [4]