Apple(US:AAPL) Ge Long Hui·2025-07-01 22:47Market Overview - US stock indices experienced volatility, with the Dow Jones rising by 0.91%, while the Nasdaq and S&P 500 fell by 0.82% and 0.11% respectively [1] - The VIX index increased by 0.6% to 16.83, indicating a slight rise in market fear [1] - The US dollar index decreased by 0.13% to 96.65, while the yield on the 10-year Treasury bond rose by 0.378% to 4.245% [1] - Spot gold prices increased by 1.09% to $3,338.77 per ounce, and Brent crude oil rose by 0.95% to $67.22 [1] Industry & Stocks - In the industry sector, apart from technology, communications, and semiconductors which fell by 0.89%, 0.71%, and 0.45% respectively, all other sectors in the S&P 500 saw gains: materials up 2.59%, healthcare up 1.42%, consumer staples up 1.25%, energy up 0.77%, real estate up 0.68%, utilities up 0.34%, and industrials up 0.33% [1] - Chinese concept stocks showed mixed results, with TSMC down 0.8%, Alibaba up 0.49%, and Pinduoduo up 0.79% [2] - Li Auto reported a 24% year-on-year decline in June deliveries, totaling 36,279 vehicles, while Xpeng saw a 224% increase in deliveries, totaling 34,611 vehicles [2] - Tesla's June sales in Europe were disappointing, with new car registrations in Denmark and Sweden down 61.57% and 64.4% respectively [5] Company Developments - Apple is considering using external AI technologies from Anthropic or OpenAI to enhance Siri, which could signify a major shift in its AI strategy [3] - Apple plans to launch a budget MacBook with the A18 Pro chip next year, with projected sales of 5 to 7 million units in 2026 [4] - OpenAI clarified that it has no plans for large-scale deployment of Google's AI chips, despite using some for early testing [4] - Meta has established a Superintelligence Labs to advance its AI initiatives, with a focus on developing general artificial intelligence [6][7] - Coinbase reported a significant increase in the number of Bitcoin wallets holding over $1 million, indicating a positive outlook for the cryptocurrency market [8]