Welcome back. Maf Nathansson, as you might remember, upgrading Apple to neutral this week, saying quote, "The worst case scenarios are off the table." It comes on a big week for Apple with Tim Cook attending the president's Rose Garden event last night and the stock getting a big boost off of Google's favorable DOJ ruling. That's all ahead of the company's September launch event coming on Tuesday.Analyst behind that call joins us this morning, Moffett Nathansson, partner and senior managing director Craig M ...

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Group 1 - Major US tech giants are actively seeking to gain favor with President Trump to secure policy benefits, including regulatory relief and government support [2][8] - CEOs from companies like Microsoft, OpenAI, Google, Apple, and Meta expressed their gratitude towards Trump and reiterated their investment commitments in the US [4][5] - The event highlighted a significant focus on artificial intelligence education initiatives, with commitments from various companies to support these efforts [5][6] Group 2 - Microsoft announced a $4 billion commitment to provide AI tools to US students and educators, expanding its support for the White House initiative [5] - OpenAI aims to train and certify 10 million Americans in AI skills by 2030 through its online platform, collaborating with companies like Walmart [6] - Google plans to invest $1 billion in AI education over the next three years, emphasizing its support for the First Lady's initiative [6] Group 3 - The tech industry is facing increased scrutiny and potential antitrust actions, with companies like Google currently involved in legal challenges [8] - There is a growing trend of political lobbying within the AI sector, with significant financial contributions aimed at opposing regulatory measures [9] - Organizations like OpenAI and Meta are establishing political action committees to influence AI policy and support candidates in key states [9]

经济学人智库（EIU）科技与电信行业资深分析师迪利恩（Dexter Thillien）近期对第一财经记者表示："自竞选阶段起，众多科技界领袖便试图通过支 持特朗普以谋求未来政策红利，一方面借助其推动监管放松，另一方面在应对海外监管时获得美国政府的支持。" 2025.09. 05 本文字数：1983，阅读时长大约3分钟 作者 | 第一财经 高雅 为了争取更大政策利益，美国科技巨头正努力向美国总统特朗普示好。 当地时间9月4日，多位美国科技巨头或前沿企业首席执行官（CEO）齐聚白宫，表达对特朗普的感谢与赞赏，重申了在美投资承诺，并表态支持第一夫 人梅拉尼亚·特朗普（Melania Trump）所推动的人工智能教育倡议。 出席活动或晚宴的人员包括微软CEO纳德拉（Satya Nadella）、OpenAI的阿尔特曼（Sam Altman）、谷歌的皮查伊（Sundar Pichai）、苹果库克 （Tim Cook）、Meta的扎克伯格以及微软创始人比尔·盖茨等。 特朗普亦对与会科技企业领袖表示赞许，并强调其政府正致力于"简化"建设人工智能数据中心所需的流程，包括电力供应与审批许可等环节。 皮查伊也在同日早些时候强调， ...

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Core Viewpoint - Apple is set to hold its largest annual product launch event on September 10, introducing the next generation of iPhones, new smartwatches, and other accessories to strengthen its competitive position against rivals like Samsung, Google, Huawei, and Xiaomi [1][2]. iPhone Launch - The iPhone remains Apple's primary revenue driver, accounting for about half of its sales, and is crucial for its services ecosystem [2]. - Four new iPhone models will be launched: iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone 17 Air, with a significant design upgrade for the high-end models [2][4]. - The iPhone 17 Air will be notably thinner at approximately 5.5 mm, featuring a single rear camera and a focus on aesthetics over battery life [3]. - The iPhone 17 series will not include a mini version, shifting towards larger models after previous smaller versions underperformed in sales [2]. Apple Watch Updates - Apple will introduce the Apple Watch Series 11, Apple Watch Ultra 3, and a new Apple Watch SE, with the Ultra 3 featuring a larger screen and new S11 chip [6][7]. - The Apple Watch SE will be updated with a new display and faster chip, targeting younger consumers [8]. Health Features - Apple plans to launch a paid Health+ service next year, which will include an AI health assistant, addressing regulatory and engineering challenges faced in developing significant health features like blood pressure detection [9]. AirPods and Other Products - AirPods Pro 3 will be released soon, featuring heart rate monitoring and real-time translation capabilities [10]. - Upcoming products include AirTag 2, new iPad Pro with M5 chip, Vision Pro hardware updates, and a refreshed Apple TV with improved features [11].

以下文章来源于直面AI ，作者涯角 直面AI . 聚焦前沿科技，抢先看到未来。 本文来自微信公众号： 直面AI ，作者：涯角，编辑：胡润，原文标题：《当全世界向云端大模型狂 奔，苹果选择回归设备》，题图来自：AI生成 几天前，苹果在 HuggingFace 上全面开源了视觉语言模型 FastVLM 和 MobileCLIP2，再次在 AI 社 区掀起震动。 这两款模型的直观特征只有一个字：快。FastVLM 在部分任务上的响应速度比同类模型快出 85 倍，并且能在 iPhone 这样的个人设备上流畅运行。但这并非一次孤立的技术秀。 与 MobileCLIP2 等开源模型一道，FastVLM 构成了苹果"B 计划"的核心：端侧 AI 小模型战略。 苹果亮剑小模型 用最通俗的语言解释FastVLM。它是一个"看得懂图、读得懂话"的多模态模型，重点有2个，1个是 名字里的"Fast"——快；另一个则是"VLM"。 正如其名，FastVLM最引人注目的特点就是"快"。这种快并非简单的性能提升，而是数量级的飞 跃，使其能够在手机、电脑等个人设备上实现以往需要云端服务器才能完成的实时任务。 因此，其作为VLM (视觉语言 ...

Group 1 - The core viewpoint of the articles highlights the significant impact of artificial intelligence (AI) on stock performance, particularly in the U.S. market, with AI-related stocks rising 17% year-to-date and 32% since the beginning of 2024 [1] - Major tech companies such as Amazon, Microsoft, Alphabet, Meta, and Oracle have significantly increased their capital expenditures, with total spending projected to reach $368 billion by 2025, an increase of $100 billion from earlier forecasts [1] - Goldman Sachs warns that a potential slowdown in capital expenditure growth could pressure valuations, with expectations of a significant deceleration in spending from large tech firms in late 2025 and 2026 [1] Group 2 - From a development perspective, companies are still in the early stages of AI application, with 24% of S&P 500 companies discussing AI use cases in areas like customer support, coding, and marketing [2]

Apple Inc. (NASDAQ: AAPL ) is back in the news, with investors cheering Alphabet’s ( GOOGL ) recent regulatory win. In this article, I’m going to cover what that means for shareholders, examine their latest financials, and Apple’sRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. Hi ...