Group 1 - Apple has lost top AI robotics researcher Jian Zhang to Meta's Robotics Studio, along with other employees who joined OpenAI and Anthropic [5][6] - SAP announced plans to invest over €20 billion in "sovereign cloud" over the next decade to support AI ambitions in Europe, ensuring compliance with data protection regulations [5][6] - NVIDIA responded to rumors about limited supply of H100/H200 chips, stating that inventory is sufficient to meet customer demand and that recent sales performance of H20 chips will not impact overall operations [6][7] Group 2 - Analysts predict that Apple will launch foldable iPhones and iPads in the coming years, utilizing ultra-thin glass, which is more challenging and costly to produce than traditional glass [10][11] - The forecast for foldable iPhone shipments has been raised from 6-8 million to 8-10 million units by 2026, with expectations of 20-25 million units by 2027 [11][12] - Expected shipments for foldable iPads in 2028 are projected to be between 500,000 and 1 million units [12]

周二（9月2日），美股三大指数集体收跌。 截至收盘，道琼斯指数跌0.55%，报45295.81点；标普500指数跌0.69%，报6415.54点；纳斯达克综合指数跌0.82%，报21279.63点，盘中三 大指数一度跌超1%。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 道琼斯指数 | e | 45295.81 | -249.07 | -0.55% | | 标普500指数 | | 6415.54 | -44.72 | -0.69% | | 纳斯达克综合指数 | | 21279.63 | -175.92 | -0.82% | 据新华社报道，美国联邦巡回上诉法院8月29日裁定，美国总统特朗普批准对多国征收关税时援引的法律实际上并没有赋予其征收这些税 款的权力。 根据裁决书，该裁决10月14日之前不会生效，以便特朗普政府向美国最高法院提出上诉。 分析认为，如果特朗普关税最终被裁定违法，美国联邦政府可能不得不退还数十亿美元，将使该国本已紧张的财政状况进一步恶化，这一 预期推高了美债收益率。 富国银行投资研究所高级全球市场策略师Scott W ...