Apple(US:AAPL) 美股研究社·2025-07-07 14:10Core Viewpoint - The article highlights the rapid development of artificial intelligence (AI) technology and its potential opportunities, focusing on the analysis of AI concept stocks and market trends [1]. Group 1: AI Technology Developments - The U.S. plans to impose restrictions on AI chips in Malaysia, leading to a decline in European chip stocks, with ASML and Soitec dropping over 3% [3]. - A collaboration between OAI, Google, and DeepSeek has resulted in a new "AI Dream Team," enhancing model performance by 30% through the integration of three models, outperforming single models [3]. - Researchers from Johns Hopkins University developed a multi-modal AI model named MAARS, which significantly improves the identification of high-risk patients for sudden cardiac death, utilizing MRI and various medical data [3]. Group 2: Apple’s Cloud Service Plans - Apple has considered launching its own cloud service to provide server rentals to millions of iPhone and Mac developers, potentially competing with Amazon, Microsoft, and Google [4]. - The internal project, codenamed ACDC, aims to leverage Apple's successful semiconductor technology to enhance its cloud service offerings [4][5]. - Despite the potential benefits of Apple's self-developed chips in AI tasks, the project's future is uncertain following the departure of key cloud computing executive Michael Abbott [5]. Group 3: Regulatory Challenges for Apple - Apple has appealed against a €500 million fine imposed by the EU for alleged violations of the Digital Markets Act (DMA), claiming the fine is unprecedented and the required changes to the App Store are illegal [7]. - The EU's decision mandates Apple to adopt a new tiered commission structure, which Apple argues could confuse users and developers [8]. - The EU has designated six companies, including Apple, as gatekeepers under the DMA, which regulates their products and services in Europe [10].