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苹果公司-2025 年 11 月 App Store 消费增速放缓至同比 + 6%
2025-12-03 02:16
Apple Inc. (AAPL): November 2025 App Store Spending decelerates to +6% yoy 2 December 2025 | 11:37AM EST Equity Research 2. By category, the November growth deceleration was driven by Games (-2% yoy v. +3% yoy in October 2025), which comprises ~44% of overall Apple App Store net Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Inves ...
当vivo也面临网暴跟对手的抹黑之后,vivo高管感触良多,也终于体会到小米雷军的不容易。目前,vivo和小米都是国产手机中卖的最好的品牌,有人眼红了!
Sou Hu Cai Jing· 2025-12-03 02:16
目前,vivo和小米都是国产手机中卖的最好的品牌,有人眼红了! 当vivo也面临网暴跟对手的抹黑之后,vivo高管感触良多,也终于体会到小米雷军的不容易。 ...
字节跳动否认开发手机:没有自己开发手机的计划
Xi Niu Cai Jing· 2025-12-03 01:56
此前,据划重点KeyPoints报道,从供应链等多方了解到,字节跳动和中兴通讯合作的AI手机即将在12月初发布。其中,字节跳动主导豆包大模型的植入与 AI交互功能定义,中兴通讯则主导硬件定义、产品设计和生产制造。 豆包方面表示,这是一款需要和手机厂商一起完成的产品。豆包目前正与多家手机厂商洽谈助手合作,并没有自己开发手机的计划。 据多家媒体报道,12月1日,字节跳动表示,豆包团队发布豆包手机助手技术预览版,是在豆包APP基础上与手机厂商在操作系统层面合作的AI助手软件。 据介绍,基于豆包大模型的能力和手机厂商的授权,豆包手机助手能够为用户带来更方便的交互和更丰富的体验。 ...
Omdia:2025年第三季度联想平板出货量暴增超70% PC市占率再扩大
Zhi Tong Cai Jing· 2025-12-03 01:43
Omdia最新数据显示,2025年第三季度,中国PC市场受消费者国补力度减弱影响,整体增长节奏放缓,同比仅微增2%。头部厂商中,华为、软通动力 (301236)均出现负增长。然而,联想(00992)却在这一市场环境下展现出强劲的抗周期能力,以出货量、市场份额双高增长的亮眼表现持续领跑行业,同 时平板业务增速突破70%,进一步巩固其在智能终端领域的核心竞争优势,成为市场波动中的"稳定器"。 | 中国大陆台式机和笔记本出货量和年增长率 | | | | | | --- | --- | --- | --- | --- | | Omdia PC 市场分析统计数据: 2025 年第三季度 | | | | | | 2025 年 | | 2025 年 | 2024年 | 2024年 | | 簡 | 第三季度 | 第三季度 | 第三季度 | 第三季度 | | 市场份额 | 品為惠 | | 吊漂亮 | 市场份额 | | 联想 | 4.4 | 39% | 3.9 | 35% | | 华为 | 1.0 | 9% | 1.1 | 10% | | 华硕 | 0.9 | 8% | 0.9 | 9% | | 恵賞 | 1.0 | 9% | ...
Logitech International S.A. (LOGI) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seeking Alpha· 2025-12-03 00:43
Question-and-Answer SessionJohanna FaberCEO & Director Yes. No, thank you. I'm excited about the momentum we've created in the last 2 years. Clearly, after the high of COVID, Logitech went through a few difficult years. But coming in, I think what we did well is, we quickly created a strategy going forward. With a clear purpose, we're here to extend human potential in work and play. That's why we wake up every morning, it's to make people a little better. We're a tech company, but we're here to make people ...
Apple shakes up AI leadership team ahead of mid-2026 Siri relaunch
Proactiveinvestors NA· 2025-12-02 21:09
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
HOUSING CRISIS EXPLODES: Gen Z chooses stocks over the American dream
Youtube· 2025-12-02 20:30
For generations, the path to building wealth went straight through home ownership. But millions of young Americans are skipping the door, the white picket fence, the new fancy kitchen, and are pouring their future into the bull market instead. Retail trading has doubled since 2010.One in three 25year-olds now has an investment account that is six times more than a decade ago. Charles Schwab says the 2020 meme stock craze sparked a generational shift, but warns this group has never had to grind through a dra ...
Apple Inc. (NASDAQ:AAPL) Maintains "Buy" Rating Amidst Leadership Changes and Competitive Pressures
Financial Modeling Prep· 2025-12-02 20:03
Core Viewpoint - Loop Capital Markets maintains a "Buy" rating for Apple Inc. and raises its price target from $315 to $325, reflecting confidence in the company's future performance [1][6] Company Developments - Apple plans to launch its first foldable smartphone in 2026, which could drive future growth and support the increased price target set by Loop Capital [2][6] - The resignation of Apple's head of artificial intelligence and machine learning may impact the company's strategic direction in AI, an area where it is perceived to be lagging [3][6] Market Performance - Apple's stock is currently priced at $284.18, showing a slight increase of 0.38% or $1.08, with a trading range today between $282.67 and $285.01 [4][6] - The company's market capitalization is approximately $4.2 trillion, indicating its strong position in the technology sector [5][6] - Today's trading volume stands at 7,616,895 shares, reflecting strong investor interest despite leadership changes and competitive pressures [5][6]
Former GOOGL Gemini Engineer Heads AAPL A.I. Amid Lagging Position
Youtube· 2025-12-02 20:00
Welcome back to NextGen Investing. It's now time for FOMO and joining us is Marley Kaden, host for the Schwab network of course and we are talking Apple today which is seeing some some news and developments regarding its AI division and I know that's why this is I think becoming such a big deal as we've discussed the story at length but walk us through it here and really like the broader implications that are being perhaps seen by the market. >> Sure.I mean first we'll we'll cover the story itself. their he ...
Apple shakes up AI team as top exec John Giannandrea steps down
New York Post· 2025-12-02 19:06
Apple’s longtime artificial intelligence chief is leaving as the iPhone maker and its Siri voice assistant scramble to play catchup with AI rivals, the company said.John Giannandrea, who had served as Apple’s senior vice president of machine learning and AI strategy since 2018, has stepped down — months after a long-planned AI overhaul of the Siri voice assistant got delayed by bugs and glitches – a situation one executive reportedly called “ugly.”Amar Subramanya, a veteran of Google and Microsoft, will tak ...