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新需求激活新消费:智能家电新热潮
Yang Shi Wang· 2026-02-26 20:07
Core Viewpoint - The emergence of various robots during the 2026 Spring Festival highlights their increasing integration into daily life, with smart home appliances like vacuum robots, smart floor washers, and window-cleaning robots becoming the new mainstream in the holiday market, significantly outpacing traditional goods [1] Industry Summary - The growth rate of smart home appliances, particularly robots, has exceeded that of traditional holiday goods during the Spring Festival [1]
Apple vs. Adobe: Which AI-Driven Tech Stock Has an Edge Now?
ZACKS· 2026-02-26 19:00
Key Takeaways Apple is expanding Apple Intelligence across devices, powered by a new Google Gemini collaboration.AAPL's fiscal 2026 EPS estimate rose 3% to $8.41, signaling 12.7% year-over-year growth.Adobe trades at 3.98X forward sales vs Apple's 8.48X, but AI revenues remain minimal. Apple (AAPL) and Adobe (ADBE) are infusing AI into their core offerings. While Apple is infusing Apple Intelligence into its core operating systems that power iPhone, iPad, Mac and Wearables, Adobe is incorporating AI into it ...
Nasdaq Stress Gauge Hits Highest Level Since 2022 Market Bottom - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ)
Benzinga· 2026-02-26 17:23
Options traders are suddenly betting against the very stocks that have been powering the market higher. Hedging activity across the Nasdaq has surged to levels not seen since the last bear market bottom, signaling a sharp shift in sentiment around key leaders like Nvidia Corp(NASDAQ:NVDA) , Microsoft Corp (NASDAQ:MSFT) , and Apple Inc(NASDAQ:AAPL) .Extreme Hedging Hits Nasdaq LeadersThe Nasdaq-100's put-to-call ratio has climbed to 1.2, its highest level since the 2022 bear-market low, noted The Kobeissi Le ...
苹果请求驳回针对Siri人工智能与Epic禁令相关的欺诈诉讼
Xin Lang Cai Jing· 2026-02-26 17:10
Core Viewpoint - Apple has urged a federal judge to dismiss a proposed class-action lawsuit alleging that the company defrauded shareholders by overstating the AI capabilities of its voice assistant Siri and making false statements regarding compliance with a court order related to app sales commissions [1][3]. Group 1: Allegations and Legal Proceedings - The lawsuit accuses Apple of two main fraudulent actions: exaggerating Siri's AI capabilities and providing misleading statements about compliance with a court order regarding app sales commissions [1][3]. - Apple claims there is no evidence that it was aware, during a June 2024 meeting, that integrating advanced AI features into Siri would take longer than expected, potentially affecting iPhone 16 sales [1][3]. - The lawsuit covers shareholders who held Apple stock from May 3, 2024, to May 1, 2025, during which time the company's stock price allegedly caused potential losses of billions of dollars [1][3]. Group 2: Compliance and Financial Impact - Apple stated that it never guaranteed that the processes designed to comply with the 2021 Epic Games case would be foolproof, which required Apple to allow app users to pay developers directly, bypassing the 30% commission [1][3]. - The company noted that it faced numerous challenges in 2025, leading to fluctuations in its stock price, and argued that the plaintiffs' claims of securities fraud causing temporary stock declines are unfounded [1][3]. - A judge ruled on May 1, 2025, that Apple violated the aforementioned court order [1][3]. Group 3: Stakeholder Response - A shareholder attorney group led by the Korea National Pension Service, the world's third-largest pension fund managing nearly $1 trillion in assets, has not yet responded to requests for comment [2][4]. - The court order mandates Apple to provide external purchase links for app users, allowing developers to avoid paying the 30% commission to Apple [5]. - A judge criticized Apple's new system for charging a 27% commission on some external sales, and a federal appeals court partially overturned penalties against Apple in December [5].
Tim Cook Teases Apple Launch On Monday: Here's What To Expect - Apple (NASDAQ:AAPL)
Benzinga· 2026-02-26 16:55
Apple Inc. (NASDAQ:AAPL) CEO Tim Cook posted a teaser on X on Monday, telling followers a big week was ahead and that it would begin Monday morning.According to Mark Gurman’s newsletter on Bloomberg, Apple is planning launches for 3 days starting March 2, with the final day structured as a hands-on “special Apple Experience.” A Lineup Heavy With HardwareGurman reports Apple will introduce at least five products spanning hardware, software, and chips. A new low-cost MacBook is widely expected, with the March ...
Apple seeks dismissal of fraud lawsuit over Siri AI, Epic injunction
Reuters· 2026-02-26 16:02
Core Viewpoint - Apple is seeking to dismiss a class action lawsuit alleging it defrauded shareholders by overstating the capabilities of its Siri AI and misrepresenting compliance with an injunction related to app sales commissions [1]. Group 1: Lawsuit Details - The lawsuit claims that Apple shareholders could face losses amounting to hundreds of billions of dollars due to alleged securities fraud between May 3, 2024, and May 1, 2025 [1]. - Apple argues that there is no evidence it knowingly misrepresented the timeline for incorporating advanced AI features into Siri, which may have impacted iPhone 16 sales [1]. - The company also stated that it did not guarantee the effectiveness of its compliance procedures regarding the 2021 injunction from Epic Games, which required changes to app payment systems [1]. Group 2: Company Response - Apple emphasized that it faced stock price fluctuations in 2025, similar to other major companies, and contended that the plaintiffs' claims of securities fraud causing price drops are unfounded [1]. - The company highlighted that it delayed some Siri upgrades and acknowledged that developing a "more personal" Siri was taking longer than anticipated [1]. - Apple faced criticism for implementing a new system that charged a 27% commission on some external sales, despite the injunction requiring a different approach [1].
库克预告下周一苹果新品发布!且不止一款产品
Sou Hu Cai Jing· 2026-02-26 15:24
苹果 CEO 库克今晚发帖预告,接下来的一周将非常精彩,并确认相关发布将从下周一开始。 除了 X 平台外,库克在国内微博账号也同步预告了具体时间——北京时间周一晚间。 预告同时附带了一段小短片,画面展示的是一台 Mac 产品机盖上的苹果 LOGO: 根据此前消息,苹果前段时间已邀请部分记者和自媒体,参加北京时间 3 月 4 日晚 10 点举行的「特别体验」活动。因此在 3 月 4 日之前,苹果很可能会连 续多天通过新闻稿形式在官网发布新品。 从库克此次预告的画面判断,周一率先亮相的产品,很可能是首款搭载 A18 Pro 芯片的低价 MacBook,当然也不排除是搭载 M5 Pro / M5 Max 的新款 MacBook Pro。 除了 Mac 产品线外,下周潜在登场的新品还可能包括: 同时,外界也在关注 Apple TV 与 HomePod mini 是否会迎来更新,不过目前尚无明确时间点。包括此前新一代 Studio Display 显示器的两款型号已经出现 在 macOS 系统代码中,也存在下周或不久后发布的可能。 总之,如果你对上述新品感兴趣,可以重点关注下周一~周三晚间的苹果官网动态,大概率一波新品 ...
Apple (AAPL) Got The Best Free Ride, Says Jim Cramer
Yahoo Finance· 2026-02-26 15:22
We recently published 12 Stocks on Jim Cramer’s Radar. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer's radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While investors and analysts hold a mixed view, the CNBC TV host believes that Apple Inc. (NASDAQ:AAPL) has pulled off a masterstroke by choosing to ...
库克为苹果新品发布预热
Sou Hu Cai Jing· 2026-02-26 15:01
苹果公司CEO蒂姆·库克在微博发文,"精彩一周即将到来。一切从太平洋时间下周一早晨,北京时间下周一晚间,拉开序幕!" ...
库克在X平台暗示苹果将从3月2日起陆续推出新品
Sou Hu Cai Jing· 2026-02-26 14:44
IT之家 2 月 26 日消息,苹果 CEO 蒂姆・库克在 X 平台发文,透露苹果将从下周一早晨(北京时间 3 月 2 日晚上)发布新品,同时参考先前爆料,预 计苹果会在北京时间 3 月 2 日 / 3 月 3 日 / 3 月 4 日每晚发布一款新品。 苹果近期被传出将推出多款设备,包括 M5 Pro / Max 款 MacBook Pro、新款入门款 MacBook、Studio Display 2 显示器、M5 Pro / Max 款 Mac Studio、 iPhone 17e 等产品。 此前,苹果公司宣布将于 3 月 4 日晚上 10 点在上海举行 Apple 体验活动,IT之家已收到苹果发送的邀请函。 ...