在内存芯片及材料成本上涨的背景下，这一调整旨在优化资源配置，通过高端设备实现收入与利润最大 化，同时降低苹果首款折叠设备所涉及的更复杂工艺带来的生产风险。 一位直接了解该计划的iPhone供应商高管表示，"供应链顺畅度是今年关键挑战之一，营销策略的调整 也对(优先高端机型的)决策产生了影响。" 苹果于本周四公布了第一季度财报，营收超出华尔街预期，主要受iPhone需求强劲及中国市场显著复苏 推动。公司首席执行官蒂姆・库克表示，市场对最新款手机的需求"惊人"。 智通财经APP获悉，据知情人士透露，由于营销战略调整及供应链限制，苹果公司(AAPL.US)正优先安 排2026年三款最高端iPhone机型的生产与出货，同时推迟其标准版机型的上市计划。 据悉，这家美国科技巨头将集中资源，在下半年率先推出其首款折叠屏iPhone以及两款配备升级摄像头 和更大屏幕的非折叠旗舰机型，而标准版iPhone 18目前计划推迟至2027年上半年上市。 ...

在 AI 上日渐落后的苹果，最近几个月加紧了前进步伐。抛弃 OpenAI，携手 Google Gemini 后，苹果近日又有新动作。 当地时间 1 月 29 日，苹果公司完成了一项近 20 亿美元的收购，目标是以色列 AI 初创公司 Q.ai。 这是苹果自 2014 年以 30 亿美元收购 Beats 以来，规模第二大的交易。 据《金融时报》等多家媒体报道，Q.ai 的核心技术在于分析面部微表情和肌肉运动，从而解读「无声语音」（Silent Speech），即用户无需发出声音，仅 通过嘴部动作即可被设备识别意图。 这项技术被认为有望集成到未来的 AirPods、iPhone 乃至传闻中的 AI 眼镜中，实现更私密、无障碍的人机交互。 此次收购在苹果发布强劲财报的同一天公布，凸显了公司在 AI 硬件竞赛中补短板的急迫性。 01「无声」豪赌 Q.ai 收购背后，是苹果在生成式 AI 时代入口焦虑的集中体现。 当 OpenAI 的 ChatGPT、谷歌的 Gemini 通过语音和文字重新定义交互时，苹果的 Siri 却因体验落后而备受诟病。 收购 Q.ai，是苹果在传统语音交互之外，开辟「第二战场」的尝试。 无声语 ...

Company and Industry Insights - Apple reported a 16% year-on-year increase in fiscal first-quarter revenue, driven by strong iPhone demand, exceeding market estimates [5] - Despite the revenue growth, investor response was muted, with Apple shares rising only about 0.5% in extended trading, possibly due to concerns over its position in artificial intelligence [6] - In contrast, Meta Platforms saw a significant increase in share price, rising more than 10% due to positive investor sentiment regarding its AI prospects [6] - Microsoft faced a negative reaction from investors, with its stock dropping 10% after announcing spending plans and a slowdown in cloud growth, resulting in a loss of $357 billion in market capitalization [6] - The tech-heavy Nasdaq Composite index declined by 0.72%, while the S&P 500 fell by 0.13%, indicating a broader market reaction to these company performances [7]

转自：新华财经 巨丰投顾：周五市场震荡运行，转基因板块涨幅居前。当前市场具备政策面支撑、量能相对充足的优 势，央行定向降息、中长期资金入市等政策为市场提供了流动性支撑，洗盘的主要目的是消化获利盘压 力、梳理板块结构，而非打破市场整体震荡格局，这也是区别于趋势性下跌的核心特征。在政策刺激 下，A股与经济有望同步出现向上的拐点。具体投资方向上，中线建议关注维持高景气度的半导体、消 费电子、人工智能、机器人、商业航天等领域的增量机会。 开源证券：日前，阿里正式发布千问旗舰推理模型Qwen3-Max-Thinking。该模型总参数量超万亿 （1T），预训练数据量高达36TTokens，是目前阿里规模最大、能力最强的千问推理模型，在多项关键 性能基准测试中，千问表现超过了GPT-5.2、ClaudeOpus4.5和Gemini3Pro等顶尖模型，成为迄今为止最 接近国际顶尖模型的国内最强AI大模型之一。随着国内字节、阿里、腾讯等巨头大模型能力的持续提 升，或大幅拉动AI云基础设施需求。 中国银河证券：2025年三季度以来，资金对银行板块青睐程度维持在相对低位，近期被动资金流出对银 行资金面形成扰动，预计申赎流出空间收敛 ...

Despite beating estimates and issuing upbeat guidance, Apple Inc. (NASDAQ:AAPL) shares barely moved as investors look for clearer evidence that artificial intelligence will meaningfully drive future growth, according to Deepwater Asset Management's Gene Munster.Apple Delivers Strong Quarter — On PaperApple reported fiscal first-quarter revenue of $143.76 billion, topping Wall Street expectations of $138.42 billion, while earnings came in at $2.84 per share, ahead of estimates of $2.66, according to Benzinga ...

1月29日晚，Redmi召开新品发布会，正式推出Turbo 5与Turbo 5 Max两款机型。 小米中国区市场部总经理魏思琪表示：很感谢雷总卢总，在内存普遍涨价的情况下，REDMI Turbo 5系列获小米10亿内存补贴。 小米 REDMI Turbo 5 标准版手机今日正式发布，该机搭载天玑 8500-Ultra 处理器、内置 7560mAh 大电池，定位「2K 档更具质感的性 能机」，支持 10 亿内存补贴，原价 1999 元起、国补到手价 1699.15 元。 (齐鲁晚报·齐鲁壹点客户端编辑 王雪婷 综合荆楚网、南都N视频等) 在REDMI Turbo 5系列发布会上，魏思琪表示：REDMI Turbo 5系列将首发全新抢票模式，超级小爱智能识别屏幕，创建抢票日程；小 米超级岛读秒抢购倒计时，提醒可视化；适用交通票务、演唱会、购物等场景。 ...

NEW YORK, NEW YORK - NOVEMBER 30: Andy Jassy on stage at the 2022 New York Times DealBook on November 30, 2022 in New York City. (Photo by Thos Robinson/Getty Images for The New York Times)Getty Images for The New York TimesAmazon announced another round of layoffs as part of what CEO Andy Jassy described as an ongoing cultural reset. Tens of thousands of roles have been eliminated over the past two years as the company restructures around cloud infrastructure, AI services, and operational efficiency. Many ...

Group 1 - The establishment of the Xiaomi Nanjing Party Branch marks an important milestone in the company's development and signifies a deeper integration with the local community [3][4] - Xiaomi's Nanjing headquarters has gathered over 6,000 young talents and plans to create a research and development center with a workforce of 10,000, aiming to enhance regional industrial upgrades [3][4] - The Party Branch will focus on high-quality development and innovation, leveraging local industrial ecology and policy support to drive mutual growth between the company and the region [3][4][7] Group 2 - Xiaomi's unique "Four Hearts Work Method" integrates internet and product thinking into the entire process of party building, showcasing innovative practices and achievements [4][7] - The leadership of the Nanjing Party Branch consists of heads of core business modules, emphasizing the cultivation of young party members and technical talents [5][7] - The establishment of the Party Branch is expected to inject new energy into the non-public enterprise party building team and provide new ideas for the integration of large enterprise party building with industrial chain party building [7][8] Group 3 - The Nanjing Party Branch's inauguration is a step towards systematic development in party work, supported by funding for its initial operations [7] - The local government is committed to integrating party organization coverage with industrial development, enhancing the effectiveness of party work in the region [8] - The initiative aims to transform party advantages into industrial development strengths, contributing to the creation of a modern international city center in Jianye [8]

IT之家注：该功能支持用户通过简单的操作，直接处理 iPhone 屏幕上的内容，涵盖深度解析、搜索和执行后续指令等。库克指出，这极大地提升了用户跨 应用获取信息和解决问题的效率，改变了传统的人机交互逻辑。 除视觉交互外，库克还强调了"实时翻译"（Live Translation）的重要性。他提到，苹果收到了大量用户反馈，称该功能帮助他们实现了跨语言的无缝沟通。 此外，"写作工具"（Writing Tools）和照片应用中的"清理"（Clean Up）功能也被列为用户高频使用的核心模块。 IT之家 1 月 30 日消息，科技媒体 9to5Mac 今天（1 月 30 日）发布博文，报道称在苹果 2026 财年第一财季（截至 2025 年 12 月 27 日）财报电话会议上，蒂 姆 · 库克（Tim Cook）披露了 Apple Intelligence 的最新使用情况。 库克明确表示，在本季度内，绝大多数持有已启用 Apple Intelligence 功能 iPhone 的用户，都在"积极利用"其各项能力。 虽然库克并未提供 Apple Intelligence 兼容机型的具体销量或激活数量，但他同时宣布了一个 ...

Core Insights - Apple is prioritizing the production and shipment of three high-end iPhone models for 2026 due to adjustments in marketing strategy and supply chain constraints, while delaying the launch of standard models [1][2] Group 1 - Apple is focusing on high-end iPhone models for 2026 [1] - The decision is influenced by changes in marketing strategy [1] - Supply chain limitations are also a contributing factor [1]