Apple(US:AAPL) Xuan Gu Bao·2025-08-12 00:08Market Overview - US stock market paused its upward trend ahead of CPI data release, with S&P 500 down 0.25%, Dow Jones down 0.45%, and Nasdaq down 0.30% [1] - Tesla rose nearly 3%, while Micron gained over 4% and Intel over 3%. C3.ai dropped more than 25% after preliminary earnings announcement [1] - Nasdaq Golden Dragon China Index fell 0.29%, with notable declines in companies like WeRide and Li Auto, while DAQO New Energy and XPeng saw gains [1] Economic Policies - Trump signed an executive order extending the tariff truce with China for an additional 90 days [2] - The Ministry of Commerce released a joint statement regarding the US-China Stockholm trade talks, announcing a suspension of 24% tariffs starting August 12, 2025 [6] Semiconductor Industry - Micron raised its Q4 earnings forecast due to improved DRAM prices [3] - TrendForce reported a tightening supply of consumer-grade DRAM, with July DDR4 contract prices soaring by 60-85%, leading to a significant upward revision of Q3 contract prices by 85-90% [11][15] AI and Technology - AMD received US approval to export certain AI chips to China [4] - Apple is reportedly preparing to launch a new ultra-low-cost MacBook, priced between $599 and $699, to disrupt the laptop market [5][16] Robotics and Innovation - A domestic robotics company is developing the world's first pregnancy robot, which simulates the human gestation process [17] - A new programmable chromosome-level DNA editing technology has been developed, enhancing the ability to manipulate large DNA segments in plants and animals [18] Corporate Announcements - Various companies announced significant acquisitions and partnerships, including: - Guangku Technology plans to acquire 100% of Suzhou Anjie Xun Optoelectronics [21] - Wanchen Group intends to pay 1.379 billion yuan for a 49% stake in Nanjing Wanyou [21] - Zhishang Technology is set to issue shares and cash to acquire 99.8555% of Hengyang Data for 1.148 billion yuan [21]