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 ...

Core Insights - Apple reported strong fiscal Q1 results, with revenue growth of 16% to $143.76 billion and earnings per share (EPS) increasing by 19% to $2.84, surpassing analyst expectations [6] - iPhone sales, which account for nearly 60% of total sales, surged by 23% to $85.27 billion, significantly exceeding analyst forecasts [3][6] - The company expects continued revenue growth of 13% to 16% year-over-year for fiscal Q2 2026, with services revenue anticipated to rise comparably [6] Revenue and Sales Performance - Total product segment sales increased by 16% to $113.7 billion, with notable strength in China where revenue climbed 38% [4] - iPad sales rose by 6% to $8.6 billion, while Mac sales fell by 7% to $8.4 billion, and wearable revenue decreased by 2% to $11.5 billion [3][4] Margins and Financial Metrics - Product gross margin rose by 450 basis points sequentially to 40.7%, and service margin increased by 120 basis points to 76.5%, resulting in an overall gross margin of 48.2% [5] - Despite rising memory prices, Apple projects gross margin to remain between 48% and 49% in Q2 [5][6] Stock Performance and Valuation - Despite strong operational momentum, Apple's stock has seen limited movement, trading at a forward price-to-earnings (P/E) ratio of around 31 for fiscal 2026 estimates [8][9] - The stock's valuation has increased during a period of lackluster results, making it more expensive compared to many other major tech stocks [8][9]

AI 社交平台 Moltbook 曝严重漏洞，15 万智能体面临「夺舍」风险 2 月 1 日，当下最热门的 AI 社交网络 Moltbook 被曝存在严重安全漏洞。安全研究员 Jameson O'Reilly 发现，该平台后端数据库在未受任何保护的情况下 对外完全公开。 这一严重的配置错误导致平台内近 15 万个 AI「智能体」 的敏感数据全部泄露，其中包含电子邮件、登录令牌以及最关键的 API 密钥。这意味着，任何 人只要获得密钥，即可直接接管任意 AI 账号（包括拥有 190 万粉丝的知名学者 Andrej Karpathy 的 AI 分身），并以其名义随意发布内容。 在接到媒体 404 Media 的预警后，Moltbook 创始人已紧急修复了该漏洞。此次事件被指是业界过度追求开发速度的「氛围编程」（Vibe Coding）所致， 与此前 Rabbit R1 密钥泄露及 ChatGPT 用户数据「串台」如出一辙，再次暴露了 AI 应用在基础安全建设上的巨大隐患。（来源：极客公园） 苹果人工智能团队再现离职潮，多名研究员转投 Meta 和谷歌 2 月 1 日，除了失去一位 Siri 高管外，苹果公司近几周 ...