据悉，这张支票的历史可追溯至苹果公司成立之初的1976年。彼时，史蒂夫·乔布斯和史蒂夫·沃兹尼亚 克还在乔布斯父母的车库里艰苦创业。1976年3月16日，二人共同签署开具了这张面额为500美元的支 票，支付对象是霍华德·坎廷。当时，坎廷承担着将沃兹尼亚克精心绘制的Apple - 1示意图转化为可制 造的印刷电路板（PCB）设计这一重要任务。 外媒认为，这张支票远非普通的支付凭证，它见证了苹果公司从概念构思迈向实体产品的关键一步，承 载着苹果早期发展的珍贵记忆。（青山） 来源：环球网 【环球网科技综合报道】1月31日消息，据科技媒体Cult of Mac报道，在1月29日举办的RR Auction拍卖 会上，一张具有非凡历史意义的"苹果1号支票"以2409886美元的高价成交，一举创下公开拍卖支票的最 高纪录。 ...

Core Viewpoint - The article discusses the strategic evolution of TCL under the leadership of Li Dongsheng, highlighting key management changes and the company's transition into a new phase with a focus on long-term strategic direction and operational execution. Group 1: Management Transition - On January 19, 2026, TCL Technology announced that Li Dongsheng would step down as CEO, with COO Wang Cheng taking over, while Li continues as Chairman to focus on long-term strategy [1] - This management change signifies a shift to a model where the Chairman sets strategy and the CEO manages execution, indicating a mature corporate governance structure [1] Group 2: Strategic Upgrades - TCL has undergone four major strategic upgrades: global mergers and acquisitions (2001-2007), upward industry chain breakthroughs (2007-2015), business structure reorganization (2015-2020), and diversification into new energy (2020-2025) [4] - The global merger phase included the acquisition of Thomson's global TV business and Alcatel's mobile business, which, despite initial setbacks, laid the groundwork for TCL's international expansion [4] - The upward industry chain breakthrough involved a significant investment of 24.5 billion yuan in the Huaxing Optoelectronics project to address the "chip shortage" issue in the Chinese TV industry [5] Group 3: Business Structure Reorganization - In 2019, TCL underwent a major asset restructuring, splitting into TCL Technology and TCL Industry to focus on specialized operations [6] - TCL Technology concentrated on semiconductor displays and new energy, while TCL Industry focused on smart terminal products, enhancing operational efficiency [6] Group 4: New Energy Ventures - In 2020, TCL invested 12.5 billion yuan to acquire Tianjin Zhonghuan, marking its entry into the photovoltaic sector, which complements its semiconductor display business [6][8] - This strategic move aims to create a dual-core industry structure of "semiconductor display + new energy," enhancing TCL's competitive edge [8] Group 5: Globalization Efforts - TCL has made significant strides in international markets, with overseas sales accounting for 60% of its smart terminal business, driven by double-digit growth [13] - The company aims to establish a global manufacturing supply chain to enhance brand influence and commercial value [13] Group 6: Industry Context - The semiconductor display industry is characterized by rapid technological changes and intense competition, particularly among China, Japan, and South Korea [14] - TCL's strategic decisions, such as the establishment of Huaxing Optoelectronics, were driven by the need for stronger upstream capabilities in the display sector [15][16]

Core Insights - Apple's revenue growth is accelerating, while Meta's outlook is strong but impacted by rising costs [1][2] Group 1: Apple - Apple reported a 16% revenue growth in its fiscal first quarter, a significant increase from 8% in the previous quarter [7] - The growth was driven by the successful iPhone 17 family, which contributed to a 23% year-over-year growth in the iPhone segment [7] - In Greater China, Apple's revenue rose 38% year over year, indicating strong demand in this key market [8] - For fiscal Q2, Apple expects revenue growth of 13% to 16% year over year, despite anticipated supply constraints for iPhones [9] - The services segment grew by 14% in fiscal Q1, with a gross profit margin significantly higher than that of the products segment, suggesting a potential shift in revenue reliance [10] Group 2: Meta - Meta reported fourth-quarter revenue of $59.9 billion, a 24% increase year over year, although this was a deceleration from 26% growth in Q3 [4] - The company's earnings per share of $8.88 exceeded analysts' expectations but only reflected an 11% year-over-year increase, while costs surged by 40% [6] - Meta's first-quarter revenue guidance suggests a midpoint of $55 billion, indicating a 30% year-over-year growth, but this includes a 4% foreign exchange tailwind [5] - Management anticipates that the full-year fiscal 2026 revenue growth rate will be below Q1 levels, indicating potential challenges ahead [5] Group 3: Investment Comparison - At current valuations, Apple is considered a better investment due to faster earnings per share growth and a more durable business model [11] - Apple's price-to-earnings ratio is 33, slightly higher than Meta's 30, but the valuation gap is justified by Apple's stronger business fundamentals [12] - While Meta is viewed as an attractive stock, Apple is deemed the superior buy at this time [13]

Group 1 - JPMorgan has raised Apple's target stock price from $315 to $325 within a week, reflecting strong past performance and optimistic guidance for the next two quarters [1] - The report highlights that the success of the iPhone 17 series is not solely dependent on subsidy policies in China, but shows strong global growth [1] - Apple's services business has demonstrated significant momentum, with the App Store and various subscription services achieving record revenue in the December quarter [1] Group 2 - Looking ahead to 2026, JPMorgan predicts sustained high demand for the iPhone 18 series, particularly if Apple introduces a rumored foldable iPhone (iPhone Fold), which could further stimulate upgrade cycles [4]

Group 1: Google Project Genie - Google DeepMind has launched Project Genie, an AI tool that allows users to create interactive virtual worlds using text prompts or images [1] - The tool is currently available to users with a Google Ultra account in the U.S. who are 18 years or older [1] - Project Genie is based on the previously showcased Genie 3 model and integrates Google's Nano Banana Pro image generation model and Gemini multimodal model [1] Group 2: Apple AirPods Pro 3 Demand - Apple CEO Tim Cook stated that the demand for AirPods Pro 3 has exceeded the company's expectations since its release in September 2025 [3] - The "Wearables, Home, and Accessories" category saw a revenue decline of approximately 2% year-over-year in Q1 of fiscal year 2026 [3] - Cook clarified that the revenue drop does not reflect true market demand, attributing it to production constraints affecting AirPods Pro 3 [3] Group 3: Apple Siri Development - Apple initially considered using Anthropic's Claude model for the new Siri but ultimately chose Google's Gemini platform due to cost negotiations [5][7] - Anthropic's proposal included high fees, demanding tens of billions annually from Apple, which led to the decision to switch to Gemini [7] - Despite not being selected for Siri, Anthropic continues to play a significant role in Apple's internal systems [7] Group 4: Xiaomi's UK Expansion - Xiaomi plans to open 150 stores in the UK over the next four years, having generated approximately 1 billion RMB in revenue last year [10] - The company has diversified its product lines, including smartphones, wearables, home appliances, and vehicles [10] Group 5: Tencent's AI Research - Tencent has appointed Pang Tianyu as the Chief Research Scientist for its AI division, focusing on multimodal reinforcement learning [12] - Pang has a strong academic background in machine learning and has published multiple papers in top conferences [12] Group 6: Apple iPhone 18 Pro Features - Apple is negotiating with SpaceX to integrate Starlink satellite communication into the upcoming iPhone 18 Pro, allowing users to connect without additional hardware [14] - Currently, Apple offers emergency SOS satellite services through Globalstar, but this is limited to urgent situations [14] Group 7: Alibaba's DeepPlanning - Alibaba Qianwen has launched a new benchmark test called DeepPlanning, which focuses on complex real-world planning tasks for AI [13] - Current top AI models still show limitations in global optimization and long-term consistency, indicating a gap in achieving full autonomous decision-making capabilities [13] Group 8: Robotics and AI Insights - Yu Shu Technology's CEO Wang Xingxing emphasized the importance of developing large models for robots, suggesting that success in this area could lead to significant recognition [17] - The company reported a production output of over 5,500 humanoid robots in 2025, with plans for further advancements [18]

Core Viewpoint - Apple has shown strong performance in iPhone sales, with revenue reaching an all-time high, but concerns about rising memory prices and margins persist. The company is expected to navigate these challenges effectively, leveraging its supply chain management and potential pricing power due to strong demand for the iPhone 17 lineup. Financial Performance - iPhone revenue climbed 23% year-over-year to over $85 billion, significantly surpassing the expected $78.3 billion [14][16][45] - The company guided for 13 to 16% revenue growth and a gross margin of 48 to 49% for the upcoming quarter [2][33] - Greater China revenue reached $25.5 billion, up nearly 38% year-over-year, indicating a strong recovery in that market [46][70] Supply Chain and Margins - Tim Cook acknowledged that memory prices are expected to impact gross margins more significantly in the second quarter, although margins are projected to remain stable compared to the first quarter [18][66] - The supply of memory is constrained, with prices increasing due to high demand from AI data center buildouts, which could affect Apple's pricing strategy [19][21] AI Strategy - Apple is partnering with Google to enhance its AI capabilities, particularly for Siri, which is seen as a necessary step to remain competitive in the AI landscape [6][62] - The slow rollout of AI products may benefit Apple as consumers become more discerning about AI quality, allowing Apple to refine its offerings [10][63] Market Position and Future Outlook - Despite concerns about overall revenue growth, Apple has demonstrated resilience with strong iPhone sales and effective supply chain management [21][38] - The company faces strategic challenges regarding AI monetization and its dependency on memory pricing, which could impact future earnings [21][66]

Core Viewpoint - The television industry is facing rising costs due to increases in memory, panel, and precious metal prices, leading to a downward revision of expected shipment volumes for 2026, now projected to decrease by 0.6% to approximately 194.81 million units [2]. Group 1: Market Trends - From early 2025, uncertainty in international conditions prompted TV brands to stock up in advance, but inventory adjustments in the second quarter led to a disappointing third-quarter shipment, which fell below 50 million units for the first time [5]. - Despite pressures to meet annual shipment targets in the fourth quarter and preemptive stocking due to rising memory prices, global TV shipments are still expected to decline by 0.8% in 2025, reaching nearly 196.2 million units [5]. - In the first half of 2026, promotional events like the Super Bowl and FIFA World Cup are expected to boost shipments by 2% year-on-year to 46.51 million units, although the second half may face challenges [5]. Group 2: Cost Analysis - Panels account for approximately 40-50% of the total cost of a TV, and prices have begun to rise as of January 2026. The supply of memory for TVs is being squeezed by demand from HBM and server applications, leading to price increases starting in the second half of 2025 [5]. - The contract price for 4GB DDR4 memory, commonly used in 4K TVs, has increased over fourfold in the past year, with expectations of a further increase of over 60% in the first quarter of 2026 [5][6]. - The share of DRAM in the bill of materials (BOM) cost for TVs has risen from 2.5-3% to 6-7% due to recent price adjustments, putting pressure on brand profitability, particularly for smaller players with fewer resources [6]. Group 3: Market Opportunities - In 2026, favorable subsidy policies in the Chinese market will benefit Mini LED models, with major brands showcasing RGB TV technology at CES 2026 and targeting more affordable sizes between 55-75 inches [6]. - TrendForce has revised its forecast for Mini LED TV penetration in 2026 to 10%, with shipments expected to approach 20 million units. TCL is positioned to lead the Mini LED TV market, potentially surpassing a 30% market share [6].

Apple (NASDAQ:AAPL), consumer electronics and services giant, closed Friday at $259.48, up 0.46%. The stock traded in the wake of a blowout fiscal Q1 report, while investors are weighing supply constraints, AI positioning, and guidance commentary for signs of sustained iPhone and services growth.The company’s trading volume reached 79.6 million shares, coming in about 68% above its three-month average of 47.4 million shares. How the markets moved today The S&P 500 (SNPINDEX: ^GSPC) fell 0.43% to 6,939, w ...

Apple’s earnings confirmed resilient demand and record-breaking iPhone sales, while investor attention quickly shifts to supply constraints and the company’s evolving AI strategy.NASDAQ : AAPLAppleToday's Change( 0.62 %) $ 1.60Current Price$ 259.88Key Data PointsMarket Cap$3.8TDay's Range$ 252.22 - $ 261.9052wk Range$ 169.21 - $ 288.62Volume3.5MAvg Vol47MGross Margin46.91 %Dividend Yield0.40 %Apple (AAPL +0.62%), consumer electronics and services giant, closed Friday at $259.48, up 0.46%. The stock traded i ...

Company Performance - Apple reported a record-breaking first quarter with revenue of approximately $143.8 billion and earnings per share of $2.84, exceeding expectations due to strong iPhone demand and overall market strength [2] - iPhone revenue increased by roughly 23% to an all-time high, while services also reached a record as Apple's installed base surpassed 2.5 billion active devices [2] - CEO Tim Cook indicated strong growth prospects with guidance for double-digit revenue expansion in the next quarter, despite challenges from memory chip cost pressures and supply constraints [3] Market Reactions - The nomination of Kevin Walsh as the new chair of the Federal Reserve led to a strengthening of the dollar and a significant drop in gold prices, reflecting market expectations regarding future Fed policy [5] - The memory sector is experiencing significant growth, with companies like Sandisk and Western Digital reporting triple-digit gains and benefiting from tight supplies and high demand driven by AI and data centers [8] Upcoming Earnings and Expectations - Alphabet is expected to report earnings per share of $2.60, a 20% increase from last year, with revenue projected at $94.7 billion, focusing on search and YouTube ad revenue, AI monetization, and cloud growth [12] - Amazon's earnings per share is anticipated to be $1.98, with rising revenue of $211.53 billion, while investors will closely monitor AWS growth amid strong competition in the retail sector [13] Economic Indicators - Upcoming economic data releases include global manufacturing PMIs, ISM reports, and ADP job numbers, which will be crucial for market reactions and future rate cut expectations [16]