来源：环球网 【环球网科技综合报道】1月24日消息，据AppleInsider报道，苹果iPhone 18标准版预计将于 2027 年初 发布，将采用一系列新设计，比如采用 2nm 工艺的 A20 芯片等。 据此前报道，2025年3月，分析师郭明錤改变了他对iPhone新系列的预期，声称整个iPhone 18系列都将 采用2nm芯片。 外媒表示，总体而言，标准版 iPhone 18 相较于 iPhone 17 可能有以下改进：速度提升 15%，采用 2nm 工艺的 A20 芯片，并改进了内存带宽；内存从 8GB 提升至 12GB；采用三星制造的堆叠式图像传感器 和简化的相机控制。 外媒称，iPhone 18 标准版预计将延续以往的风格——硬件方面会有小幅升级，而非重大设计改变。不 过，这款设备的上市时间可能会晚于往常的九月。（思瀚） ...

Core Viewpoint - Apple has initiated a promotional campaign for the iPhone Air, offering a discount of 2000 yuan, resulting in a starting price of 5499 yuan after applying national subsidies. The price on third-party e-commerce platforms has further decreased to around 5099 yuan with additional trade-in subsidies. This indicates a significant price drop of 2900 yuan from the original launch price of 7999 yuan within just three months of its release [1]. Group 1 - The iPhone Air was officially launched in China on October 22, and its price has decreased significantly since then [1]. - The promotional price on Apple's official store is now 5499 yuan, reflecting a direct discount of 2000 yuan [1]. - On third-party platforms, the effective price can be as low as 5099 yuan after trade-in subsidies are applied [1]. Group 2 - The original price of the iPhone Air was set at 7999 yuan, indicating a substantial reduction of 2900 yuan in just three months [1]. - The price drop highlights the competitive nature of the smartphone market in China, particularly for new product launches [1].

Core Viewpoint - Peter Thiel has significantly reduced his exposure to Tesla stock, selling 76% of his position, and has redirected his investments into Apple, indicating a strategic shift in his portfolio management approach [2][10]. Group 1: Tesla Stock Analysis - Tesla's market capitalization is currently at $1.4 trillion, which is approximately 16% below its all-time highs [4]. - The company's price-to-sales (P/S) ratio is around 16, which is considered high for a capital-intensive automobile business. Additionally, Tesla's price-to-earnings (P/E) ratio is 283, and its forward P/E is 195, both of which have increased over the past year despite Tesla losing market share internationally and facing rising competition in the autonomous vehicle sector [6]. - There is skepticism regarding Tesla's ambitious robotaxi plans, as measurable growth related to these efforts remains elusive, making it challenging to justify the company's premium valuation [7]. Group 2: Apple Stock Analysis - The current stock market presents mixed signals, with the S&P 500 remaining elevated due to an optimistic AI narrative, while inflation persists and unemployment is at a four-year high. Geopolitical unrest adds further uncertainty to market predictions for 2026 [8]. - Thiel's investment in Apple, while smaller in allocation compared to Tesla, is viewed as a more stable choice amidst market volatility, potentially providing insulation from selling pressure during market corrections [9]. Group 3: Investment Strategy - Thiel's portfolio management reflects a strategic hedging approach, maintaining Tesla as the largest position while diversifying into Apple as a safer investment. This positions him for potential gains regardless of market conditions [10][12]. - Should Tesla succeed in launching its autonomous robotaxi fleet, it could significantly enhance the company's narrative and valuation. Conversely, if Tesla underperforms, capital may shift towards safer stocks like Apple, further validating Thiel's investment strategy [11].

调整后，特努斯在执行层面承担起设计体系总协调人的职责，全面统筹硬件工业设计与软件用户界面设 计的战略方向。尽管如此，在正式组织架构中，设计职能负责人仍继续向库克本人直接汇报。这种双轨 并行的安排虽属特殊，却清晰体现出库克有意扩大特努斯在跨部门业务中的参与深度与决策视野。 库克一贯保持对具体设计事务的宏观把控，较少介入细节决策；而特努斯凭借长期主导关键硬件创新项 目的经验，以及与设计团队持续多年紧密协作的历史，被普遍认为更具备统合苹果设计语言、传承核心 设计理念的能力。 自前首席设计官乔尼·艾夫离职以来，苹果设计领导层经历多轮调整。其间曾由首席运营官杰夫·威廉姆 斯临时兼管设计事务，其已于2025年正式退休。目前，公司内部极少有高管曾被赋予类似此次授予特努 斯的设计统筹权限。 尽管职权范围显著拓展，苹果的设计决策机制仍将延续高管团队集体审议的传统。特努斯将在该机制中 发挥远超常规硬件主管的影响力。与此同时，库克暂无任何近期卸任的迹象，而特努斯则越来越多地代 表公司出席重要场合，其作为苹果未来领导者角色的公众认知度持续提升。 2026-01-24 01:41:16 作者：狼叫兽 苹果公司首席执行官蒂姆·库克已于2 ...

and the NASDAQ 100, which Mega Cap has more to prove and which matters most to the markets. Joining us now, Dan Niles, founder and portfolio manager of Niles Investment Management. Dan, great to have you with us.>> My pleasure. >> You are most excited about Apple, but it seems like they have to deliver a lot in order for you to be vindicated here. Um, bigger form factor.So, an AI enabled iPhone. That's >> Yeah. And with Apple, it's more of a call for this year, not this quarter.I mean, obviously into this q ...

So, which group is the better buy. Let's ask Victoria Green, G Squared Private Wealth CIO and a CNBC contributor. Victoria, let's start with Apple, which wasn't part of that conversation, but has been down for eight weeks in a row.Some of these high memory prices and others could hurt them down the road this year as consumers bulk. What do you do with the shares here. >> I actually still like Apple a ton.I think it's a great tech and AI play without getting into the hyperscalers and massive debt load. And I ...

Introduce us to Mr. . Turness. What is your reporting.Tell us about his new workload and also that that signal that he's climbing the ranks here. John Ternus has been Apple's senior VP of hardware engineering since 2021. That means he runs all hardware development for essentially every Apple product.He's in charge of the iPhone. Charge the iPad and charge of the Mac. Now in charge of the Apple Watch.And he's been elevated to expand his role this year a couple of times saying, like I said, full oversight of ...

分组1: Memory Prices and Consumer Electronics - Memory prices are significantly impacting consumer electronics, with memory costs accounting for approximately 20% of the bill of materials [2][3] - If memory prices double, it could lead to increased pricing and reduced demand for consumer electronics [3] 分组2: Intel's Supply Constraints - Intel has lowered its guidance for the upcoming quarter due to reported supply constraints, indicating a bottleneck in the supply chain [3] - The demand for Intel's products is not the issue; rather, it is the supply and execution that are causing challenges [4] 分组3: Meta's Strategic Position - Meta is undergoing a strategic shift, particularly in its investments in AI and the metaverse, which may amplify financial results [6][7] - The engagement on Meta's platform, particularly with Threads surpassing X, indicates a strong network effect and user attention [8]

Group 1 - The core viewpoint of the article indicates that Apple's stock price has declined by 1% on January 23, marking a cumulative drop of 3.8% for the week, and it is experiencing its eighth consecutive trading day of decline [1] Group 2 - The article highlights the ongoing downward trend in Apple's stock performance, emphasizing the significance of the consecutive trading days of decline [1]

The major U.S. index futures are currently pointing to a modestly lower open on Friday, with stocks likely to move back to the downside after moving sharply higher over the two previous sessions.Traders may look to cash in on the strong upward move seen over the past two days, which largely offset the steep drop seen on Tuesday.The rebound largely reflected a positive reaction to President Donald Trump ruling out the use of military force to acquire Greenland and backing off tariff threats against Europe o ...