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加码AI:苹果完成Beats之后最大收购案,斥资近20亿美元拿下Q.ai
Sou Hu Cai Jing· 2026-01-29 23:10
IT之家 1 月 30 日消息,当地时间周四,苹果公司表示已完成对以色列 AI 初创公司 Q.ai的收购。该公司专注于音 频领域的人工智能技术开发。苹果未披露此次交易的具体条款。 据《金融时报》援引消息人士报道,苹果此次收购斥资近 20 亿美元(现汇率约合 139.12 亿元人民币)。这是苹 果公司有史以来第二大收购案,仅次于 2014 年以 30 亿美元收购 Beats。 苹果硬件技术高级副总裁 Johny Srouji 表示,Q.ai在影像与机器学习结合方面具有创新能力,公司对其加入表示欢 迎,并对未来发展充满期待。 Q.ai技术聚焦音频 AI 与低音量语音识别 苹果未具体说明将如何应用 Q.ai的相关技术,但表示该公司致力于利用机器学习开发新型应用,以帮助设备理解 低声或耳语语音,并在复杂环境中提升音频质量。 公开资料显示,Q.ai去年提交了一项专利申请,涉及通过分析"面部皮肤的微小运动"来检测无声或轻声发出的词 语。该技术还可用于识别个人身份,并评估情绪、心率、呼吸频率等多项生理指标。 全体员工将加入苹果,创始团队背景深厚 根据双方声明,Q.ai约 100 名员工将整体加入苹果,其中包括首席执行官 A ...
Apple(AAPL) - 2026 Q1 - Earnings Call Transcript
2026-01-29 23:02
Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Company ParticipantsAatif Malik - SVPAmit Daryanani - Senior Managing Director of Equity ResearchBen Reitzes - Managing Director and Head of Technology ResearchDavid Vogt - Managing DirectorErik Woodring - Managing Director of Equity ResearchKevan Parekh - CFOKrish Sankar - Managing DirectorRichard Kramer - Founder and Managing DirectorSuhasini Chandramouli - Director of Investor RelationsTim Cook - CEOConference Call ParticipantsAaron ...
Apple(AAPL) - 2026 Q1 - Earnings Call Transcript
2026-01-29 23:00
Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Speaker12Good afternoon, and welcome to the Apple Q1 Fiscal Year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple CEO, Tim Cook, and he'll be followed by CFO, Kevan Parekh. After that, we'll open the call to questions from analysts. Please note that some of the information you'll hear during our discussion today will consist of ...
美股三大指数收盘涨跌不一,存储股闪迪盘后狂飙
Feng Huang Wang· 2026-01-29 22:57
Market Overview - Microsoft shares dropped nearly 10%, significantly impacting the software sector and contributing to a decline in major U.S. stock indices, although the Dow Jones managed to close slightly up by 0.11% [1][2][4] - The S&P 500 index fell by 0.13% to 6969.01 points, while the Nasdaq Composite index decreased by 0.72% to 23685.12 points, with both indices experiencing larger intraday declines of 1.5% and 2.6% respectively [1][2] Company Performance - Microsoft reported a slowdown in cloud business growth from 40% to 39%, with a gross margin of approximately 68%, marking a three-year low. This led to a 9.99% drop in its stock price [4] - Other software companies such as ServiceNow, Salesforce, Oracle, and SAP also experienced declines in their stock prices, with drops of 9.94%, 6.09%, 2.19%, and 15.2% respectively [4] - The iShares Expanded Tech-Software Sector ETF (IGV) fell by 4.94%, entering a technical bear market with a 22% decline from recent highs [4] Technology Sector Insights - Rob Williams, Chief Investment Strategist at Sage Advisory, noted that while artificial intelligence (AI) has driven economic growth, it has also raised valuation concerns in the stock market. He emphasized the need for tech giants to report "explosive" earnings to boost market sentiment [6] - Meta Platforms saw a stock increase of 10.4% after announcing continued investment in AI, while Apple reported better-than-expected quarterly revenue, leading to a post-market stock rise of over 3% [6] Notable Stock Movements - Major tech stocks showed mixed performance: Nvidia rose by 0.52%, Alphabet (Google) increased by 0.71%, while Amazon, Broadcom, and Tesla saw declines of 0.53%, 0.75%, and 3.23% respectively [7][8] - The Philadelphia Semiconductor Index rose by 0.16%, reaching a new historical high, with notable gains from companies like Lam Research and KLA Corporation [7] Earnings Reports - Apple reported first-quarter revenue of $143.76 billion, a 16% year-over-year increase, exceeding expectations of $138.4 billion. iPhone revenue was $85.27 billion, up 23% from the previous year [10] - SanDisk's second-quarter revenue was $3.03 billion, surpassing the expected $2.67 billion, while Western Digital also reported better-than-expected earnings [11][12]
苹果营收创历史新高 在中国市场强劲复苏
Xin Lang Cai Jing· 2026-01-29 22:56
格隆汇1月30日|苹果在假日季的营收远超华尔街的预期,这得益于新款iPhone17的强劲需求、服务业 务的增长以及中国市场的复苏。财报显示,在截至12月27日的季度内,其营收增长了16%,达到1438亿 美元,创下了新高,分析师此前的平均预期为1384亿美元,苹果自己的预测是增长10%至12%。 iPhone17的强劲表现推动了智能手机业务收入同比增长23%。苹果在中国市场的销售额同比增长了 38%。此外。苹果当季净利润为420亿美元,远超预期。苹果CEO库克称赞这是一个"非凡的、破纪录的 季度",这得益于"前所未有的iPhone需求,每个地理区域都创下了历史新高"。展望未来,公司首席财 务官预计公司3月当季营收将增长13%至16%,运营支出将在184亿至187亿美元之间。 ...
新浪财经隔夜要闻大事汇总:2026年1月30日
Sou Hu Cai Jing· 2026-01-29 22:52
来源:喜娜AI 一、市场: ●1月30日收盘:美股涨跌不一 微软重挫10%拖累纳指走低 北京时间1月30日凌晨,美股收盘涨跌不一。交易员消化科技股财报与美联储利率决议,苹果将在收盘 后公布业绩。道指、纳指、标普500指数均下跌,微软因云业务增长放缓、业绩指引疲软重挫约10%, 抑制大盘涨幅;Meta因强于预期的销售预测股价涨10.4%。投资者权衡美联储货币政策影响,市场下调 降息预期。此外,特朗普与民主党就避免政府停摆谈判接近民主党要求但未达成协议。贵金属价格大幅 波动,现货白银、黄金盘中先涨后跌。 [1] ●1月30日美股成交额前20:微软市值蒸发近3600亿美元 周四美股成交额前 20 中,多只股票表现各异。微软收跌 9.99%,市值蒸发近 3600 亿美元,因其难以证 明支出计划合理性、云业务增长放缓及依赖少数大客户等因素。Meta Platforms 收高 10.40%,市值增加 1760 亿美元,人工智能投资提振盈利获投资者认可。特斯拉收跌 3.45%,虽财报超预期,但宣布调整 产品线支持机器人业务。苹果收高 0.72%,完成对以色列 AI 初创企业收购且财报营收高于预期。此 外,闪迪、埃克森美孚等 ...
苹果首席财务官称,预计3月当季运营支出将在184亿至187亿美元之间
Jin Rong Jie· 2026-01-29 22:49
苹果首席财务官称,预计3月当季运营支出将在184亿至187亿美元之间。 ...
苹果公司首席财务官预计,公司3月当季营收将增长13%至16%。
Jin Rong Jie· 2026-01-29 22:49
苹果公司首席财务官预计,公司3月当季营收将增长13%至16%。 本文源自:金融界AI电报 ...
'Fast Money' traders react to Apple's quarterly earnings beat
Youtube· 2026-01-29 22:46
Steve had highlighted um still outstanding which would theor in theory be answered on the conference call but the stock going into earnings the bar was very low eightweek losing streak um as we entered the week here Tim what do you make of the quarter so far >> I I thought it was a fantastic quarter now the way the stocks trade in the aftermarket is a very small snapshot of time it's going to be volatile but it it kind of tells you that while we had insane demand and I mean you know it was really strong iPh ...
Apple's blowout earnings report, ETF inflows vs. price action explained
Youtube· 2026-01-29 22:45
Welcome to Asking for a Trend. Breaking news, Apple earnings just now hitting the tape and Yahoo Finances Dan Alli is here with the numbers. Dan.Yeah, Josh. Big beat for Apple here uh on the top and bottom line. They said they recorded all-time record revenue for the iPhone.85.3% billion. That's well ahead of the 78.3% billion that analysts were anticipating. Uh the company saw 69.1% billion in the prior quarter.EPS came in at $284 on revenue of 143.8% billion. Analysts were anticipating $268 on 138.4% bill ...