Core Viewpoint - Apple exceeded Wall Street estimates with its fiscal 2026 first-quarter results, yet its shares dipped slightly in early trading, indicating a potential market oversight regarding the company's growth prospects [1][2]. Group 1: Performance in Key Markets - Greater China accounted for approximately 18% of Apple's total revenue, with sales in the region increasing by 38% year over year in Q1 [3][4]. - Apple achieved an all-time record for iPhone upgrades in Greater China, with a notable increase in customers switching from other brands to iPhones, which is expected to enhance services revenue growth [4]. - iPhones ranked among the top three smartphones in urban China, while the iPad and MacBook Air also led their respective categories in sales [5]. Group 2: Growth in India - Apple experienced strong double-digit revenue growth in India, setting a December record for iPhone sales and achieving an all-time high for iPhone upgrades in Q1 [6][7]. - Despite solid growth, Apple's market share in India remains modest, presenting significant opportunities for expansion, including the opening of new retail stores [7]. Group 3: Advancements in Technology - Apple has been perceived as lagging in generative AI, but plans to upgrade Siri using Google's Gemini large language model, which could enhance user experience and drive iPhone sales [8][9]. Group 4: Supply Chain Challenges - Apple faces supply constraints related to 3-nanometer systems-on-a-chip, leading to less flexibility in the supply chain and uncertainty in balancing supply and demand [10][11]. - Memory supply constraints are anticipated to impact gross margins in Q2, with potential increases in memory pricing after Q2 [11][12].

不知道大家有没有发现，这个周六可能是进入2026年之后最消停的一个周六。因为各品牌基本上都没什么大 事，大家都选择了休息。不过没大事也有小事发生。 1、雷军突然宣布又要搞直播 2、荣耀新品大曝光 来自行业人士"数码闲聊站"的消息显示，荣耀接下来会上轻薄本以及性能本。其中他猜测轻薄笔记本预计与荣 耀Magic V6一起发布，同期还有个平板。且他给出了荣耀新轻薄本的核心参数，大家自己看图就可以。可以讲 现在的荣耀正一点一点的恢复属于自己的荣耀。在2026年W3周已经重返国内前五，且在2026年全球市场荣耀是 同比增长最快的品牌，整体排名第七位。按这个速度发展下去，荣耀极有可能冲进全球前五的。关键是近一段 时间荣耀的新机受欢迎程度都不错，不信大家可以查询一下相前的数据。 雷军讲2月1日晚8点，我打算在北京小米汽车工厂实验室做一场直播，带大家参观一下部分实验室。这是一个科 普直播，帮助大家了解小米新一代SU7的研发过程，顺便聊聊最近几件小米汽车比较热门的事，比如 GT7、二 手车保值率等。 这个真是一点点征兆都没有，雷军年度第三次直播就来了。且这一次主要是以科普为主要目 的，同时回应最近关于小米汽车的一些热点话题。看 ...

Core Insights - Apple's AI division is experiencing significant turbulence, with a notable exodus of talent, particularly from its AI ranks, as the company struggles to keep pace with competitors in the artificial intelligence sector [2][12] - The decision to outsource some technology to Google has caused dissatisfaction among staff, contributing to the ongoing talent drain [2][9] Departures and Talent Loss - Recent exits from Apple include Yinfei Yang, Haoxuan You, Bailin Wang, and Zirui Wang, with Yang starting a new company and You and Wang joining Meta [1][12] - Zirui Wang and Apple executive Stuart Bowers have joined Google DeepMind, which is assisting Apple in developing core AI models for new features, including an upgraded Siri [3][12] Organizational Changes - Apple's AI efforts underwent a major reorganization last year, with CEO Tim Cook relieving AI chief John Giannandrea and assigning responsibilities to software head Craig Federighi [6][12] - The Foundation Models (AFM) team, responsible for the underlying technology of Apple's AI platform, has faced scrutiny due to delays in new Siri features and a lackluster reception of current AI offerings [7][12] Product Development - Apple is preparing two new versions of Siri: a near-term update utilizing personal data for queries and a more ambitious chatbot-style overhaul set for later this year, both powered by models developed by Google's team [9][12] - The company continues to rely on its own models for on-device Apple Intelligence features, although it is unlikely to depend on external partners indefinitely due to competitive pressures in the AI landscape [11][12] Financial Performance - Despite reporting over $85 billion in iPhone sales, Apple's AI challenges have contributed to a stock slump this year, complicating efforts for a turnaround [5][12]

当春节的热闹逐渐被标准化的祝福与喧嚣包裹时，苹果的新春影片总能以独特的人文视角撕开一道口 子，2026年这部由白雪执导、iPhone 17 Pro全程拍摄的《碰见你》，也延续了这一传统，它没有刻意渲 染回家，而是用一只迷路小狗与女主角的相伴旅程，把年味从团圆的话题，拓展成了"有人愿意陪你走 一段"的故事。 作为苹果首次尝试的混合媒介新春影片，《碰见你》最亮眼的突破，是将定格动画与iPhone 17 Pro的影 像能力深度融合。影片依托机型全新升级的三颗4800万像素融合式摄像头，用等效200mm的8倍光学品 质变焦捕捉小狗"小白"的微表情，以4倍光学长焦定格街头巷尾的新春细节，甚至通过手机轻巧的机身 实现了动物视角拍摄，让技术不再是冰冷的参数，而是成为传递情感的的工具。 摄影师高伟喆所说："8倍光学品质变焦能聚焦角色，同时捕捉广阔环境"，这种小而精的影像表达，恰 好契合了影片"细腻不煽情"的基调。 从2018年陈可辛《三分钟》用iPhone X记录春运母子情，到2024年马克·韦布《小蒜头》以奇幻故事探 讨"做回自己"，苹果新春影片系列始终在"技术展示"与"人文叙事"间寻找平衡。而相较于《小蒜头》因 文化细节 ...

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]

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 根据TrendForce集邦咨询最新电视出货调查，2026年电视产业面临存储器、面板、贵金属价格同 时上涨，生产成本随之攀高，品牌在获利与市占间的拉锯将更加明显，预估全年电视出货量将由 先前预计的年减0.3%，下调至年减0.6%，降至约1亿9,481万台。此外，因现有成本结构已难以 支撑过往的低价策略，新机种零售价调涨已势在必行。 TrendForce集邦咨询表示，自2025年初开始，受国际形势变化的不确定性影响，电视品牌商启动 提前备货，而同年第二季下旬又启动库存调节，导致第三季旺季出货不如预期，单季首度跌破 5,000万台。即便第四季有冲刺全年出货目标压力，以及因应存储器涨价导致提前备货等动能拉 抬，2025年全球电视出货仍年减0.8%，降至近1亿9,620万台。 2 ...