智通财经12月7日电，知名科技爆料人古尔曼透露，苹果CEO库克的手会"时不时发抖"，导致这一震颤 问题的原因并没有明确解释。据悉，近几个月来，这一情况在苹果员工之间被越来越多地谈论。据知情 人士透露，在会议和大型公司活动中，不论是高管还是普通员工都注意到了这种颤抖。但接近库克的人 士表示，他的健康状况良好，并否认硅谷流传的相反传闻。 责任编辑：陈建瑞 SN243 来源：智通财经 ...

对于刚刚年满65岁的Tim Cook而言，这构成了其任期内最为动荡的时期之一。虽然Cook本人不太可能 立即离职，但他不仅需要通过加强薪酬方案来挽留关键人才，还必须在资深高管集体面临退休、外部竞 争加剧的背景下，重塑管理层级并确立新的继任路径。 据彭博报道，被视为苹果最受尊敬的高管之一、负责芯片业务的硬件技术高级副总裁Johny Srouji已与 首席执行官Tim Cook讨论过离职事宜，并表示正认真考虑在近期离开公司。就在此前一周，苹果的人 工智能负责人和界面设计负责人相继离职，总法律顾问和政府事务负责人也宣布即将退休。这一系列变 动意味着直接向Cook汇报的高管层出现了罕见的更替潮。 这场离职潮引发了市场对苹果"人才流失"的深切担忧，尤其是在公司亟需在人工智能领域追赶竞争对手 的关键时刻。大量顶尖AI人才正流向Meta、OpenAI及各类初创公司，这种人才失血可能进一步阻碍苹 果在生成式AI时代的追赶步伐，毕竟该公司在此领域目前尚未确立显著优势。 核心高管流失与芯片主管的去留悬念 作为硅谷长期以来的稳定典范，苹果正经历着公司几十年来最大规模的人事震荡，从高级管理层到关键 工程师的密集离职正在打破这家科技巨 ...

Group 1 - Apple is experiencing significant personnel changes, with key executives and engineers leaving the company, marking the largest turnover in decades [2] - In the past week, heads of Apple's AI and interface design departments have resigned, followed by the announcement of departures of the general counsel and government affairs chief [2] - Senior Vice President of Hardware Technologies, Johny Srouji, is also considering leaving, which could lead to further executive departures [2] Group 2 - Talent in the AI sector is moving to competitors like Meta Platforms Inc., OpenAI, and various startups, which may hinder Apple's progress in AI, an area where the company has struggled to make breakthroughs [4] - Internal concerns about talent loss have prompted CEO Tim Cook to offer more attractive compensation packages to retain key personnel, although some departures are due to executives nearing retirement age [5] - Despite Cook's claims of developing the most innovative product lineup in Apple's history, including foldable iPhones and smart glasses, the company has not launched a successful new product category in a decade, making it vulnerable to more agile competitors in the AI space [5]

Core Insights - Meta is developing new mixed reality glasses, codenamed Phoenix, with a delayed release from the second half of 2026 to the first half of 2027 [1] - The new glasses are expected to have a format similar to the Apple Vision Pro, featuring a puck-like power source [1] Development and Strategy - Meta executives announced the delay after CEO Mark Zuckerberg emphasized the need for a sustainable business model and higher quality experiences [2] - The delay is seen as an opportunity to refine the product details, according to metaverse leaders Gabriel Aul and Ryan Cairns [2] Financial Adjustments - Meta plans to reduce its metaverse budget by up to 30%, indicating a strategic shift in resource allocation [2]

Core Insights - Apple Inc. is experiencing significant personnel changes, marking one of the largest executive shake-ups in decades, with key executives and engineers departing the company [1][2][4] Executive Departures - Recent exits include heads of artificial intelligence and interface design, as well as the general counsel and head of governmental affairs, all of whom reported directly to CEO Tim Cook [2][4] - Johny Srouji, senior vice president of hardware technologies, is also considering leaving, which could further impact Apple's chip development efforts [3][19] - The departure of AI chief John Giannandrea follows delays and issues with Apple's AI initiatives, including the Apple Intelligence platform and Siri [7][8] Talent Drain and Competition - Apple is facing a talent drain as engineers are being recruited by competitors like Meta Platforms Inc. and OpenAI, which poses a risk to its AI development efforts [4][25][30] - The company has seen a significant number of AI researchers leave, contributing to low morale within the AI organization [26][30] Leadership Changes and Succession Planning - The recent executive changes are reshaping Apple's leadership structure, with more authority shifting to executives like John Ternus, Eddy Cue, Craig Federighi, and Sabih Khan [21][22] - Cook's potential succession has been a topic of speculation, with Ternus viewed as a frontrunner for the CEO position [16][17] Product Development Challenges - Despite claims of working on innovative products, Apple has not launched a successful new product category in a decade, making it vulnerable to competitors [6][4] - The company is reportedly focusing on future growth areas such as robotics and smart glasses, but faces challenges in retaining talent in these fields [22][27] Legal and Compliance Adjustments - Apple has appointed Jennifer Newstead from Meta as its new general counsel, which may aid in ongoing legal challenges [10][11] - The company is also restructuring its legal team as several long-serving executives retire [12][13]

Executive Turmoil at Apple - Apple is facing significant executive turmoil as Johny Srouji, Senior Vice President of Hardware Technologies, is considering leaving the company, which could impact its innovation strategy [1] - Srouji has been pivotal in the development of Apple Silicon and other hardware technologies, prompting CEO Tim Cook to offer substantial compensation and a potential CTO role to retain him [1][3] Leadership Changes - The potential exit of Srouji adds to a series of high-profile departures at Apple, including the recent retirements of General Counsel Kate Adams and environmental chief Lisa Jackson, as well as the exits of design executive Alan Dye and AI chief John Giannandrea [2] - Longtime COO Jeff Williams has also retired, indicating a broader reorganization as many senior leaders approach retirement age [2] Impact on AI and Hardware Development - Srouji's leadership has been crucial in building Apple's custom chip program, including A-series processors and the transition to Apple Silicon for Macs, which are essential for AI performance and on-device machine learning [3] - His departure could significantly affect Apple's future AI hardware roadmap, especially amid reported setbacks in Apple's AI initiatives, such as delays in the rollout of Apple Intelligence and updates to Siri [3]

Apple, long the model of stability in Silicon Valley, is suddenly undergoing its biggest personnel shake-up in decades, with senior executives and key engineers both hitting the exits.Read more: https://t.co/ob600fyqzd📷️: Brooks Kraft/Apple https://t.co/cfq2ZBePlJ ...

Core Insights - GoPro shares have been in a sell-off since mid-2021, with declining revenue and no quarterly net profit since early 2023 [1] - A potential turning point occurred with the launch of an AI training program, leading to a 40% increase in shares since the initiative [2] - Despite the stock rally, there is skepticism about the sustainability of this growth due to a lack of interest in premium action cameras [5] Company Performance - GoPro has not turned a quarterly net profit since early 2023, indicating ongoing financial struggles [1] - The company remains a leading manufacturer of action cameras, but the market for such products has diminished, with consumers favoring smartphones and cheaper alternatives [2] - GoPro's stock has seen a significant increase of about 160% over the past six months, driven by speculation and a renewed interest as a meme stock [4][6] Market Dynamics - The action camera market is perceived to be declining, with no clear signs of recovery for premium standalone cameras [5] - The AI training initiative is seen as a creative move, but competition from platforms like YouTube, which offers a larger video library for AI training, poses a challenge [5] - Over 14% of GoPro's stock float is sold short, indicating ongoing bearish sentiment among some investors [4]

Core Insights - Apple's stock has increased approximately 15% since the last coverage, driven by the growth of its Services segment [1] - Services revenue rose 15% year-over-year to $28.8 billion, further solidifying its market position [1] Company Performance - The momentum in Apple's stock is primarily attributed to the high-margin Services segment, which continues to expand rapidly [1] - The Services segment's revenue growth indicates a strong demand for Apple's service offerings, contributing significantly to overall financial performance [1] Investment Perspective - The analysis emphasizes the importance of identifying high-potential investment opportunities, particularly in sectors with asymmetric risk-reward profiles [1] - A long-term investment horizon of 2-3 years is suggested to navigate market volatility and achieve substantial returns through disciplined capital allocation [1]

Meta推迟发布"Phoenix"混合现实眼镜 Business Insider先秦啊报道及两位匿名员工透露，"凤凰"眼镜采用护目镜式设计，需外接独立计算单元。员工称其外 形类似Apple Vision Pro，而公司内部曾对计算单元设计存疑，但最终为保持设备轻量化、佩戴舒适性及防止过热保留 了所述设计。 萨巴在备忘录中提到，近期与CEO扎克伯格的会议中，Reality Labs团队收到关于2026年计划的反馈，重点在于"保业 务可持续性，并预留更充分时间以更高质量交付体验"。他补充说："基于此，Reality Labs多个团队需调整计划和时间 表。延期并非为了增加功能或承担额外工作。" 据萨巴透露，Meta计划在2026年发布新款限量版可穿戴设备，代号"Malibu 2"。奥尔和凯恩斯则在备忘录中表示，公 司已着手开发下一代Quest设备，并将聚焦沉浸式游戏体验，实现重大性能升级并显著改善单机经济效益。 --- 原文链接：https://news.nweon.com/136550 （映维网Nweon 2025年12月06日）根据Business Insider报道，Meta正在调整其元宇宙硬件路线图，并推迟 ...