炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月8日，科技记者马克・古尔曼发帖称，苹果计划于2月23日当周向开发者发布iOS 26.4的首个测试 版，预计将包含新版Siri的部分功能。此外，苹果还计划在3月2日当周发布新产品。iPhone 17e将延续 iPhone 16e的599美元定价，并新增新的芯片和MagSafe功能；新款入门级iPad将搭载A18芯片和Apple Intelligence，而iPad Air将升级至M4芯片。 （来源：智通财经） ...

随着 iOS 26 的发布，视觉智能的应用边界得到了极大扩展。该功能不再局限于相机取景框，而是通过全新的截图查看器整合进了整个操作系统。用户在 iOS 26 中截取屏幕后，系统会自动调取 AI 能力来处理图片中的信息。例如，将截图中的纯文本网址瞬间转化为可点击的链接，这种体验极大地简化了跨应 用的操作流程。库克之所以在此时高调宣传该功能的成功，或许是因为苹果正准备在未来几个月内将这一技术推向更广阔的硬件平台。 根据 Mark Gurman 的最新爆料，苹果的野心显然不止于 iPhone。预计在今年晚些时候发布的 AirPods Pro 3 高端型号以及苹果首款智能眼镜，都将把视觉智 能作为核心卖点。这两款产品据称都将内置摄像头，以便让 AI 能够实时分析佩戴者周围的物理环境，并提供即时的信息反馈。苹果的目标是将智能眼镜打 造成为纯粹的 Apple Intelligence 设备，让信息流能够根据用户的视线自然流转。 编译/VR陀螺 在近日举行的苹果季度财报电话会议上，首席执行官蒂姆·库克（Tim Cook）明确点名表扬了 Apple Intelligence 的一项核心功能——"视觉智能（Visual Int ...

Apple’s March-quarter outlook incorporates what Parekh described as “our best estimates of constrained iPhone supply during the quarter,” with total company revenue expected to grow 13% to 16% year-over-year.However, Apple said the strength of demand contributed to a lean channel inventory exiting the December quarter and has pushed the company into “supply chase mode.” Cook told analysts Apple is currently constrained and said it is “difficult to predict when supply and demand will balance.” He attributed ...

Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Speaker12Good afternoon, and welcome to the Apple Q1 Fiscal Year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple CEO, Tim Cook, and he'll be followed by CFO, Kevan Parekh. After that, we'll open the call to questions from analysts. Please note that some of the information you'll hear during our discussion today will consist of ...

科技媒体 Cult of Mac 1 月 21 日发布博文， 指出 iPhone 17 等用户近期发现手机存储空间消耗 速度显著加快，这并非个例 。随着高分辨率素材的普及、Swift 语言编译特性的影响以及 Apple Intelligence 等新功能的引入，iOS 应用体积正呈爆发式增长。 应用体积失控也反映了软件开发行业的整体趋势。早期开发者受限于硬件，极度追求代码效率；而 现代开发环境下，存储空间相对廉价，开发者更倾向于牺牲空间换取开发速度，导致降低代码优化 优先级。 面对存储压力，该媒体指出用户可采取以下策略： 此外，随着 Apple Intelligence 的加入，仅相关的语言模型和功能资产就可能占用超过 10GB 的 额外空间。 IT之家援引博文介绍，除了应用本身的安装包， iOS 的"系统数据"（System Data）是另一大存 储杀手 。该类别包含了日志、临时文件和缓存，理论上应随系统需求动态调整，但实际往往只增不 减。 Spotify、YouTube 和 Discord 等流媒体及社交应用是主要源头，长期使用后其缓存可分别膨胀 至 3GB、5GB 甚至 7GB，且常被归类为系统数据而非 ...

如果说 iPhone 17 在没有重大 Apple Intelligence 升级的情况下依然销量强劲，这对苹果（AAPL）的多头来说还不够，那么苹果与 Alphabet（GOOGL）达成的多年合作伙伴关系 —— 即在今年晚些时候将 Google Gemini 集成到改版后的 Siri 中 —— 则为这一叙事增添 了第二个、更持久的催化剂。 分析师认为这一合作关系将带来两个关键的收入驱动因素。 首先，Apple Intelligence 目前仍仅限于 iPhone 15 Pro、iPhone 16 或更新机型，这使得很大一部分安装基础（存量用户）无法使用这些 功能。如果 Gemini 能实质性地提升 Siri 的实用性，分析师预计未来将出现一轮大规模的升级换机潮。 话虽如此，iPhone 17 的强劲势头让分析师相信，用户其实并不太在意 AI 功能。考虑到苹果每年将为 Gemini 集成花费 10 亿美元，这是一 个风险。 第二个支柱与 AI 分发有关。随着模型提供商改善商业化能力，苹果可以复制其 "默认搜索" 的策略，通过收取 "默认助手 / 模型位置" 费用 来获利。鉴于 9 月份针对谷歌反垄断案的补救措 ...

Notably, Apple management has strong expectations for the segment in fiscal 2026, too. Looking ahead to its first quarter of fiscal 2026, Apple chief financial officer Kevan Parekh said in the company's fiscal first-quarter earnings call, "We expect services revenue to grow at a year-over-year rate similar to what we reported in the fiscal year 2025." And given Apple's reputation for being conservative when it comes to guidance, I think this means that Apple could see an acceleration in its services revenue ...

Core Viewpoint - The Apple iPhone 16 5G smartphone features significant upgrades in performance, camera capabilities, and design, making it a competitive offering in the smartphone market [2] Pricing Information - The current price of the iPhone 16 on JD.com is 4476.61 yuan, while the latest transaction price on Paiyide is only 2238 yuan [2][2] Product Features - The iPhone 16 is available in five colors: black, beige, pink, green, and blue [2] - It is equipped with a 6.1-inch high-definition screen and features a refined design with excellent hand feel [2] - The device is powered by the new A18 chip, utilizing second-generation 3nm technology, with a 30% performance increase in the 6-core CPU and a 30% reduction in power consumption [2] - The 5-core GPU shows a 40% improvement in graphics processing speed [2] Camera System - The camera system has been comprehensively upgraded, featuring a 48MP Fusion main camera that combines 48 million and 12 million pixel data to output 24 million high-definition photos [2] - It supports Dolby Vision 4K 60 video recording and includes a 12MP ultra-wide-angle lens that allows for macro and spatial audio photography [2] - A new dedicated camera button is included, along with Taptic Engine touch feedback for a more intuitive operation [2] Additional Features - The iPhone 16 supports satellite communication and Apple Intelligence smart features, enhancing the user experience for a more intelligent and convenient mobile lifestyle [2]

Core Viewpoint - Apple is adopting a cautious approach in the artificial intelligence (AI) sector, which may provide a significant competitive advantage by 2026 [1][3]. Group 1: AI Strategy - Apple has slowed down the release of AI features after initially promising a new context-aware Siri at the 2024 WWDC, focusing instead on user interface innovations for 2025 [3]. - The company has significantly reduced its marketing efforts related to AI technology compared to competitors like Meta and Google, which are investing billions in AI infrastructure [3]. - Apple's conservative spending has allowed it to maintain a cash reserve of approximately $130 billion for future AI investments or acquisitions [3]. Group 2: Collaboration and Development - Apple plans to integrate Google's Gemini technology into its upcoming AI features set to launch in 2026, which reduces R&D risks and preserves resources for potential strategic acquisitions [3][4]. - The internal AI team is exploring the possibility of developing proprietary models, but some executives believe the commercial rationale for long-term investment in self-developed models is diminishing as LLM technology becomes more commoditized [4]. Group 3: Market Position and Future Outlook - The iPhone remains an ideal platform for deploying AI features due to its integrated hardware and software ecosystem, giving Apple a unique advantage in delivering AI functionalities [4]. - Although Apple's current "steady and cautious" strategy may make it appear behind in the short-term AI race, it could achieve a better balance between technological maturity, user experience, and commercial sustainability [4].

Core Insights - The Apple iPhone 16 5G smartphone, 256GB white version, is currently priced at 5499 yuan on JD.com, with a promotional price of 3299 yuan on the Paiyide platform [2][3] Product Features - The iPhone 16 features a stylish design available in five colors: black, beige, pink, green, and blue [2][3] - It is equipped with a 6.1-inch display and the new A18 chip, utilizing second-generation 3nm technology, resulting in a 30% performance increase and a 30% reduction in power consumption for the 6-core CPU [2][3] - The 5-core GPU performance has improved by 40% [2][3] - The device includes a 48MP Fusion main camera that combines 48 million and 12 million pixels, capable of producing 24 million high-definition photos and supporting Dolby Vision 4K 60 video recording [2][3] - A 12MP ultra-wide-angle lens supports macro photography and offers a 2.6x increase in light intake [2][3] - New features include spatial audio recording and an exclusive camera button with Taptic Engine haptic feedback for a more intuitive operation [2][3] - The iPhone 16 supports satellite communication and Apple Intelligence smart features, enhancing the overall user experience [2][3]