IT之家注：该功能支持用户通过简单的操作，直接处理 iPhone 屏幕上的内容，涵盖深度解析、搜索和执行后续指令等。库克指出，这极大地提升了用户跨 应用获取信息和解决问题的效率，改变了传统的人机交互逻辑。 除视觉交互外，库克还强调了"实时翻译"（Live Translation）的重要性。他提到，苹果收到了大量用户反馈，称该功能帮助他们实现了跨语言的无缝沟通。 此外，"写作工具"（Writing Tools）和照片应用中的"清理"（Clean Up）功能也被列为用户高频使用的核心模块。 IT之家 1 月 30 日消息，科技媒体 9to5Mac 今天（1 月 30 日）发布博文，报道称在苹果 2026 财年第一财季（截至 2025 年 12 月 27 日）财报电话会议上，蒂 姆 · 库克（Tim Cook）披露了 Apple Intelligence 的最新使用情况。 库克明确表示，在本季度内，绝大多数持有已启用 Apple Intelligence 功能 iPhone 的用户，都在"积极利用"其各项能力。 虽然库克并未提供 Apple Intelligence 兼容机型的具体销量或激活数量，但他同时宣布了一个 ...

Core Insights - Apple is prioritizing the production and shipment of three high-end iPhone models for 2026 due to adjustments in marketing strategy and supply chain constraints, while delaying the launch of standard models [1][2] Group 1 - Apple is focusing on high-end iPhone models for 2026 [1] - The decision is influenced by changes in marketing strategy [1] - Supply chain limitations are also a contributing factor [1]

截至2026年1月30日14:07，上证科创板半导体材料设备主题指数上涨0.81%，成分股华峰测控上涨 16.16%，耐科装备上涨7.65%，华海诚科上涨5.98%，兴福电子上涨4.95%，富创精密上涨3.17%。科创 半导体ETF（588170）上涨0.61%，最新价报1.82元。流动性方面，科创半导体ETF盘中换手10.68%，成 交8.91亿元，市场交投活跃。 截至2026年1月30日14:08，中证半导体材料设备主题指数上涨0.64%，成分股华峰测控上涨15.5%，珂玛 科技上涨6.43%，华海诚科上涨6.27%，富创精密上涨3.45%，中晶科技上涨3.41%。半导体设备ETF华 夏（562590）上涨0.46%，最新价报1.95元。流动性方面，半导体设备ETF华夏盘中换手6.34%，成交 1.88亿元。 光大证券认为，随着制程节点不断向先进化演进，芯片线宽持续缩小、结构复杂度显著提升，使得制造 过程对外来污染的容忍度大幅下降。在先进制程中，极少量的杂质或颗粒就可能对芯片性能和良率造成 明显影响，因此对电子化学品的纯度、稳定性和一致性提出了更高要求。相比成熟制程，先进制程更强 调超低金属杂质、极低颗粒 ...

Core Insights - The article provides a comprehensive market analysis covering major indices such as the S&P 500, US Small Cap 2000, iShares Russell 2000 ETF, and NASDAQ Composite [1] Group 1: S&P 500 - The S&P 500 index has shown significant fluctuations, reflecting broader market trends and investor sentiment [1] - Recent performance indicates a potential shift in market dynamics, with implications for future investment strategies [1] Group 2: US Small Cap 2000 - The US Small Cap 2000 index has experienced notable changes, highlighting the performance of smaller companies in the current economic climate [1] - Investors are advised to monitor this index closely as it may signal broader economic trends [1] Group 3: iShares Russell 2000 ETF - The iShares Russell 2000 ETF serves as a key indicator for small-cap stocks, with its performance closely tied to the overall market sentiment [1] - Recent trends suggest increased volatility, which could impact investment decisions [1] Group 4: NASDAQ Composite - The NASDAQ Composite index has been influenced by technology sector performance, reflecting the ongoing shifts in consumer behavior and technological advancements [1] - Analysts are observing this index for potential investment opportunities as it continues to evolve [1]

Core Insights - Apple reported record revenue of $143.8 billion for Q1 of fiscal year 2026, a 16% year-over-year increase, with diluted earnings per share (EPS) of $2.84, up 19% [1][4] - CEO Tim Cook highlighted unprecedented demand for iPhones, leading to the best quarter ever for the product across all regions [1][2] Revenue Breakdown - iPhone revenue reached $85.269 billion, a 23% increase year-over-year, marking a historical high [2] - Services revenue was $30.013 billion, up 14% year-over-year, also a record [2] - iPad revenue was approximately $8.595 billion, a 6% increase [2] - Mac revenue was $8.386 billion, down about 7% [2] - Wearables, Home, and Accessories revenue was $11.493 billion, down about 2% [2] - Greater China saw significant growth, with revenue of $25.526 billion, a 38% increase year-over-year [2] Profitability and Cash Flow - Gross margin for the quarter was 48.2%, up from 46.9% year-over-year, with product gross margin at 40.7% and services gross margin at 76.5% [3] - Operating cash flow was approximately $53.9 billion, with nearly $32 billion returned to shareholders through stock buybacks and cash dividends [3] - A cash dividend of $0.26 per share was announced, payable on February 12, 2026 [3] Future Outlook - Apple did not provide formal guidance for the next quarter but emphasized a strong foundation for long-term growth based on user base, service growth, and product satisfaction [4] - The company achieved record results across multiple metrics, making it the largest single fiscal quarter in its history [4]

Jan 30 (Reuters) - Apple is prioritizing production and shipment of its three highest-end iPhone models for 2026 while ​delaying the rollout of its standard model due to ‌a marketing strategy shift and supply-chain constraints, Nikkei Asia reported on Friday, citing ‌four people with knowledge of the matter. Reuters could not immediately verify the report. Apple did not immediately respond to a Reuters' request for comment outside regular business hours. The U.S. tech giant will focus ⁠on delivering it ...

Core Viewpoint - Apple is focusing on the production and shipment of its three highest-end iPhone models for 2026 while delaying the standard model due to a shift in marketing strategy and supply chain constraints [1] Group 1 - The company is prioritizing its premium iPhone models, indicating a strategic shift towards higher-end products [1] - The rollout of the standard iPhone model has been delayed, reflecting changes in market demand and supply chain issues [1] - This decision may impact the overall sales strategy and revenue projections for the upcoming fiscal periods [1]

摩根大通将苹果目标价从315美元上调至325美元。 ...

2026-01-30 12:00:48 作者：狼叫兽 尽管官方尚未就领导层更替作出任何声明，但外界对继任者的关注持续升温。库克现年65岁，自2011年 起执掌苹果，至今已逾十四年。在长期稳健运营的基础上，关于下一任领导者的人选与时间表，已成为 行业普遍关注的焦点。 目前，多位分析人士将目光投向硬件工程高级副总裁约翰·特努斯。现年50岁的他是苹果现有高管团队 中最年轻的一位高级副总裁。据近期报道，库克已于2025年12月将公司核心设计团队交由其统筹管理， 其职责范围进一步拓展。这一安排被视为重要信号，提升了其作为潜在接班人的可能性。 不过，关于库克离任的具体时间点以及最终接任者身份，一切仍以苹果公司正式公告为准。当前所有 2026年1月30日，苹果公司公布了截至2025年12月27日的2026财年第一季度财报，并于美国东部时间周 四股市收盘后召开了财报分析师电话会议。此前有报道推测，公司可能借此次财报发布之机，正式公布 新任首席执行官人选，以确保管理层平稳过渡，为今年6月的全球开发者大会及9月的秋季新品发布会预 留充分准备时间。 然而，本次财报及随后的电话会议均未涉及首席执行官人选的任何变动。这表明蒂姆·库克将 ...

国际贵金属期货深夜巨震，黄金白银盘中跳水，一度回吐全部涨幅，最终普遍收涨，COMEX黄金、COMEX白银均涨超1%。截至北京时间1月30日7:00， 黄金白银延续涨势。 昨天深夜，黄金、白银闪崩：现货白银一度暴跌8%，现货黄金跌破5200美元/盎司关口。 股市方面，美东时间周四，美股三大指数收盘涨跌不一，科技股走势分化，Meta大涨10%，微软重挫10%；中概在线教育股多数上涨，好未来涨超18%； 黄金白银深夜巨震，盘中跳水一度回吐所有涨幅，而后探底回升；加密货币全线重挫，超22万人被爆仓。 具体来看，大型科技股走势分化，英伟达涨0.52%，走出三连阳；谷歌涨0.71%，收于历史新高；Meta涨近10%，2025Q4业绩超预期。 下跌方面，微软跌超10%，2026财年Q2云业务增速放缓，资本支出创新高。特斯拉跌超3%，其全年营收首次出现下滑。 微软的暴跌重创软件板块，季度盈利和营收均好于预期的ServiceNow跌近10%，甲骨文跌2.19%，德国软件商SAP跌超15%。 盘后，苹果发布最新财报，2026财年第一季度公司核心财务指标均创历史新高，其盘后股价一度涨超3%。 存储概念股整体走高，SanDisk（闪 ...