在类别层面，游戏净营收8月当月同比增长2.6%，较7月的8.2%大幅下降560个基点;非游戏类App Store营收当月同比增长19.7%，较7月的22.5%下降280个基 点，其增长主要由生产力、照片与视频以及娱乐应用类别推动。值得注意的是，尽管存在因Epic诉讼案苹果败诉所带来的外部链接风险，但美国App Store营 收增长基本符合当月趋势，且每下载净营收同比增长8%，显示出苹果在美国App Store的变现能力未受显著影响。 智通财经APP获悉，摩根士丹利最新发布的IT硬件行业月度数据追踪报告显示，苹果(AAPL.US)App Store净收入持续领先预期，同比增长12.2%，未受外部 链接风险明显影响。同时，iPhone 16系列交付时间显著缩短，笔记本ODM生产量上调，云资本支出增长强劲。IBM咨询职位发布却大幅下滑，暗示需求疲 软。整体来看，科技硬件板块表现稳健，但部分细分领域风险浮现。 App Store营收增长表现亮眼 无惧外部链接风险 报告指出，截至8月17日，App Store净营收当月同比增长11.1%，较7月下降170个基点，但季度至今同比增长12.2%，仍高于摩根士丹利对9月季度1 ...

Group 1 - The core focus of the article is the increasing investment in AI, with 68% of CIOs planning to allocate over 5% of their IT budgets to AI in the next three years, up from the current 25% [1][4] - AI-related spending as a percentage of CIO IT budgets is expected to rise to 15.9% in three years, from approximately 5.9% currently, indicating a compound annual growth rate (CAGR) of 41%, which exceeds the semiconductor revenue growth expectations of 30-35% [4][5] - Cloud spending as a percentage of IT budgets is projected to increase from 25% to 38% over the next five years, with a CAGR of 9-13%, reflecting strong demand from large enterprise clients [5] Group 2 - The demand for AI computing power is described as vast, with both AI GPUs and AI ASICs expected to benefit from this trend [6] - Geopolitical dynamics and tariffs are causing companies to adopt a more cautious approach to IT spending in the short term, but the long-term outlook remains positive for AI infrastructure growth [6] - Major tech companies are heavily investing in AI, with projected AI computing spending by the top four U.S. tech giants expected to reach $330 billion by 2026, indicating nearly a 10% increase from record levels [9][10] Group 3 - Nvidia's market capitalization is projected to potentially reach $6 trillion, driven by the ongoing global AI infrastructure arms race, with a target stock price increase from $175 to $250 [11] - The cumulative spending on Nvidia's AI GPUs by cloud computing giants and tech companies is estimated to be around $2 trillion by 2028, highlighting the significant demand for AI capabilities [11]