【天极网手机频道】问大家一个问题，明知山有虎，怎么办？ 很明显，苹果选择了"不去明知山"。 北京时间1月13日凌晨，@News from Google传出了一个重磅消息——联合声明显示，苹果下一 代"苹果基础模型"将直接基于谷歌的Gemini模型构建。世上无难事，只要肯放弃。在Apple Intelligence 功能迟迟达不到预期之后，强如苹果也只能向竞争对手谷歌"示弱"，为全球用户乃至资本市场展现了一 场大型的"真香"现场：就算是苹果也不得不在"全栈自研"的执念与"再不追就真没了"的焦虑之间选择向 现实低头。 曾几何时，苹果的护城河深得让人绝望——自研芯片、封闭系统、极致体验。但在生成式 AI 这 场"大力出奇迹"的游戏里，苹果却显得有些落伍。当OpenAI的GPT-4开始陪人聊人生、搞创作，谷歌的 Gemini已经能处理百万级上下文时，苹果的Siri还在因为"我没有听懂你在说什么"而成为大家调侃和吐 槽的对象。与此同时，微软与OpenAI达成战略合作伙伴关系，在竞争中相互合作、各取所需，安卓阵 营的各位友商更是把"AI手机"的营销口号喊得震天响，并且在逐渐向智能体AI转向。苹果很明白自己已 经早已被众多 ...

随着OpenAI、Google、阿里巴巴、字节跳动等AI巨头相继下场，AI消费级硬件的军备竞赛在2026年年初被提升到了一个新的高度。 近日，OpenAI全球事务官Chris Lehane在达沃斯论坛上表示，公司正按计划于2026年下半年推出首款硬件设备。这也标志着，这家在全球拥有8.1亿月活用 户的AI公司，正式闯入AI硬件赛道。 在OpenAI高调宣布入局前，Google已经在去年年底重启AI眼镜项目，Meta也在去年下半年集中更新多款AI眼镜产品。 在国外AI巨头密集布局硬件产品的同时，国内大厂们也没闲着。 字节跳动旗下的飞书近期推出了首款AI硬件"录音豆"，此前字节还曾先后试水AI耳机、AI手机、AI眼镜；阿里巴巴旗下的夸克、钉钉分别推出AI眼镜、 录音卡等C端AI硬件产品；百度旗下小度则在更早的时间布局了AI手机和AI眼镜等硬件产品。 不同于海外AI巨头钟情于AI眼镜，国内的AI大厂们的硬件布局显得更加多元。但共同点是，它们都更强倾向于选择已经被市场验证过的AI硬件产品作为 切入点，而非押注全新的硬件形态。 一位从事AI软硬件早期投资的投资人告诉「定焦One」，AI巨头们的这种打法会导致AI硬件产品 ...

Market Overview - The NASDAQ 100 has seen a fifth consecutive day of gains, rising approximately 1% [1] - Despite the rally, a majority of stocks are in the red, indicating a narrowing of the rally's breadth [2] - The Bloomberg Dollar Index has decreased by about 0.7%, reflecting a trend of lower dollar value amidst rising equity prices [1][2] Bond Market Insights - The 30-year bond yield in the U.S. is approaching its highest levels in a decade, which is attracting long-term investors [4] - Bond funds are starting to show a steeper curve, indicating renewed interest from portfolio managers [5] - Current market conditions suggest a Goldilocks economic scenario, with expectations for continued growth but uncertainty about future pricing [6] Currency and Inflation Trends - The U.S. dollar's softness is perceived as a potential manipulation by the government, which may welcome a weaker dollar [7][8] - The Federal Reserve's actions, including replacing Treasury bills with reserves, contribute to a narrative of a weaker dollar and inflationary pressures [9] Investment Opportunities - U.S. investors are finding attractive yields in international markets, particularly in countries like New Zealand and Australia, where bond yields are higher than U.S. credit [11] - The luxury goods market is experiencing mixed results, with watches and jewelry showing growth while fashion and spirits face challenges [41][43] Company-Specific Developments - Starbucks is expected to report earnings soon, with a focus on U.S. transaction growth and long-term guidance [30][31] - LVMH's luxury fashion division is struggling, with a noted decline in organic sales growth, particularly in fashion and spirits [41][48] - The company is diversifying its portfolio, with growth in watches and jewelry, indicating a shift in consumer spending behavior [43][44]

智通财经APP获悉，周二，三大指数走势分化，盘中，标普500指数最高上涨至6988.82点，创盘中历史 新高。 【美股】截至收盘，道指跌408.99点，跌幅为0.83%，报49003.41点；纳指涨215.74点，涨幅为0.91%， 报23817.10点；标普500指数涨28.37点，涨幅为0.41%，报6978.60点。美光科技(MU.US)涨5.4%，英特 尔(INTC.US)涨超3%。纳斯达克中国金龙指数涨0.48%。 【欧股】德国DAX30指数跌70.17点，跌幅0.28%，报24880.13点；英国富时100指数涨52.90点，涨幅 0.52%，报10201.75点；法国CAC40指数涨21.67点，涨幅0.27%，报8152.82点；欧洲斯托克50指数涨 34.76点，涨幅0.58%，报5992.56点；西班牙IBEX35指数涨108.72点，涨幅0.61%，报17789.22点；意大 利富时MIB指数涨467.18点，涨幅1.04%，报45417.50点。 【加密货币】比特币突破8.9万美元，以太坊突破3000美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.84%，在汇市尾市收于 ...

【美股】截至收盘，道指跌408.99点，跌幅为0.83%，报49003.41点；纳指涨215.74点，涨幅为0.91%， 报23817.10点；标普500指数涨28.37点，涨幅为0.41%，报6978.60点。美光科技(MU.US)涨5.4%，英特 尔(INTC.US)涨超3%。纳斯达克中国金龙指数涨0.48%。 【欧股】德国DAX30指数跌70.17点，跌幅0.28%，报24880.13点；英国富时100指数涨52.90点，涨幅 0.52%，报10201.75点；法国CAC40指数涨21.67点，涨幅0.27%，报8152.82点；欧洲斯托克50指数涨 34.76点，涨幅0.58%，报5992.56点；西班牙IBEX35指数涨108.72点，涨幅0.61%，报17789.22点；意大 利富时MIB指数涨467.18点，涨幅1.04%，报45417.50点。 【加密货币】比特币突破8.9万美元，以太坊突破3000美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.84%，在汇市尾市收于96.219。截至纽约 汇市尾市，1欧元兑换1.1979美元，高于前一交易日的1.1875美元；1英镑兑换1.3 ...

Investors don't need to take chances with their savings to build wealth in the stock market. All you need to do is buy strong businesses, preferably those that lead their industry, and still offer attractive growth prospects. Two stocks I would consider buying with $2,000 are Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). These companies serve billions of people with their products every day. This drives substantial profits, which they can invest in artificial intelligence (AI) to i ...

Market Performance - Wall Street regained momentum with the S&P 500 reaching all-time highs, briefly touching 6,990 during midday trading, driven by strong corporate earnings, particularly in technology and utilities [1] - SPY, the largest ETF with nearly $700 billion in assets, has gained about 16% over the past year despite $10 billion in net outflows in 2025, reflecting market appreciation rather than new investor inflows [2] Sector Analysis - The performance of the S&P 500 is heavily influenced by a small group of mega-cap technology stocks, which account for a significant portion of the index's gains, raising concerns about concentration risk [3][4] - Health care stocks experienced sharp losses due to a proposed Medicare Advantage payment update, impacting major insurers like UnitedHealth Group, Humana, and CVS Health, which fell between 15% and 20% [4] Investment Strategies - The concentration of mega-cap tech stocks has led some investors to explore alternative S&P 500 strategies, such as the Tema S&P 500 Historical Weight ETF Strategy, which has outperformed SPY with a 20% gain over the past year [7] - Other funds like the Invesco S&P 500 Low Volatility ETF focus on reducing downside risk, while the Technology Select SPDR ETF offers targeted exposure to the tech sector, which has surged over 30% in the past year [8] Investor Considerations - For long-term, diversified investors, SPY remains a solid choice due to its broad market exposure and historical performance, but risk-sensitive investors may find the concentration risk too high [9][10] - The growing dominance of mega-cap tech stocks has prompted a reassessment of traditional cap-weighted exposure among investors, particularly as valuations for these stocks exceed historical averages [6]

Tech giants gearing up to report quarterly results this week with investors closely watching the price tag for the AI buildout. On Wednesday, we're going to hear from Meta and Microsoft. And next week, Amazon and Alphabet are on deck.In all, the four companies are expected to spend over $400 billion in capital expenditures this year. That's according to estimates compiled by Faxet. And here to decode the AI messaging for this earning season, we got Alli Mogarabi, West End Capital Management senior equity an ...

There are a few different ways to tap into the coming quantum computing revolution. You can invest in a pure-play stock like Quantum Computing Inc. (NASDAQ: QUBT) and hope that it is among the ones that break out and don't get gobbled up by a bigger fish or go out of business. Think of all the dot-coms there were before things started consolidating. Another option is to find an exchange-traded fund (ETF) that invests in a pool of cutting-edge quantum computing stocks for that diversification and active, ...

What do Stanley Druckenmiller, Israel Englander, Ken Griffin, Bill Ackman, and Philippe Laffont all have in common? If you guessed that they are all billionaire investors, you're halfway there. While some of these investors tend to buy growth stocks, while others flock toward value plays, each of their respective funds hold a common artificial intelligence (AI) position: Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 ...