（全球TMT2025年9月26日讯）今日要点：雷军透露小米手机研发人员超10000；苹果发文反对欧盟《数字市场法案》；马斯克xAI指控OpenAI窃 取商业机密；CoreWeave与OpenAI达成65亿美元合作协议；柴田智将任美国任天堂CEO；Nothing扩大在印度的智能手机生产。 雷军透露小米手机研发人员超10000 苹果发文反对欧盟《数字市场法案》 苹果公司发文称，欧盟《数字市场法案》（DMA）实施已一年有余，在此期间，DMA"明显正在恶化欧盟苹果用户的体验"。苹果敦促欧盟监管 机构仔细审查该法案对日常使用苹果产品的欧盟公民的影响。对此，欧盟委员会发言人雷尼耶作出强硬回应，另一项针对苹果公司的调查仍在进 行，"所有选项都摆在桌面上"。 英特尔280亿美元俄亥俄建厂项目受挫 英特尔四年前宣布将在俄亥俄州新奥尔巴尼投资280亿美元建设两座先进半导体工厂，并称将创造7000个建筑岗位、3000个长期就业岗位。这一项 目进展迟缓前景不明。英特尔最初计划2025年投产，如今至少推迟到2030年。公司去年更换首席执行官，并宣布裁员30%，随后多次放缓俄亥俄 项目进度。项目延迟引发地方不满。约1000名工人仍在施工 ...

Core Viewpoint - Google is integrating the Android operating system into the PC platform by leveraging ChromeOS, aiming for seamless cross-device connectivity between Android phones and PCs [1][4]. Group 1: System Integration - Google has announced plans to merge Android with ChromeOS, primarily focusing on enhancing the Android system, as ChromeOS has not seen significant growth in recent years [1]. - The integration will allow users to run Android applications on PCs, providing a similar experience to ChromeOS but with broader application compatibility [4]. Group 2: Future Developments - Qualcomm has introduced the Snapdragon X2 Elite series processors for Windows PCs and the Snapdragon 8 Elite Gen 5 chips for smartphones, supporting this integration [1]. - The market is expected to see PCs running the Android system by 2026, which will enable seamless operation of applications across devices [4]. Group 3: Ecosystem Strategy - Google's approach mirrors Apple's ecosystem, aiming for quick interconnectivity among devices, allowing users to start tasks on one device and continue on another [4]. - The focus on cross-device connectivity is central to Google's strategy for Android-based laptops, enhancing user experience through synchronization [4].

Group 1 - The core viewpoint of the article is that global smartphone sales are projected to grow by 5% year-on-year in the second quarter of 2025, according to CounterPoint Research [1] Group 2 - Android system is expected to hold a market share of 79% in the global smartphone sales [1] - Apple's iOS system is projected to account for 17% of the market share [1] - HarmonyOS is anticipated to capture 4% of the global smartphone market [1]

Core Viewpoint - Alphabet's market capitalization has surpassed $3 trillion for the first time, making it the fourth company globally to reach this milestone, driven by a significant stock price increase and positive developments in its business operations [3][5]. Group 1: Financial Performance - Alphabet's stock price has increased by 32% this year, outperforming the broader market's 12.5% gain [5]. - The resolution of the antitrust case against Google has alleviated major risks, contributing to the stock price surge [5][9]. Group 2: Business Transformation - Alphabet has evolved from being solely an advertising-driven company to an "AI-native multi-business platform," leveraging AI technologies across various sectors [6]. - The Gemini model enhances search efficiency and advertising effectiveness, while also serving as a foundational capability for Google Cloud applications, thereby strengthening the company's competitive edge [6]. Group 3: Diversification and Resilience - Google's revenue streams are diversifying, with Workspace becoming essential for B2B clients and YouTube adapting to the short video trend through Shorts, which helps maintain user engagement and monetization [6]. - The company has demonstrated stronger cyclical resilience compared to its past reliance on advertising, leading investors to assign a higher "certainty premium" to its stock [7]. Group 4: Antitrust Case Resolution - The recent resolution of the antitrust case has allowed Google to retain its core assets, such as Chrome and Android, which are crucial for user access and revenue generation [11]. - These platforms are integral to Google's long-term cash flow and market position, providing stability amid competitive pressures [11]. Group 5: Market Landscape - Alphabet joins Apple, Microsoft, and Nvidia in the $3 trillion market cap club, highlighting the competitive landscape among tech giants [13][16]. - The performance of these companies is closely tied to advancements in AI and large models, with Nvidia emerging as a key player due to its strategic position in the AI hardware market [16][17].

据悉，传统模式下，应用需主动提供单色版本图标才能参与主题化，但大量开发者因品牌辨识度或设计 复杂度选择退出，导致用户界面风格混乱。此次更新中，谷歌通过算法兜底：系统自动识别应用原始图 标的主色调，并生成符合Material You设计规范的单色变体，覆盖主屏幕、应用抽屉及状态栏等场景。 例如，未适配的社交应用图标可能被渲染为深灰色调，与系统深色主题无缝衔接；而支持自适应图标的 应用则可保留开发者设计的单色版本，形成"算法+人工"的双重保障。谷歌在开发者文档中强调，该算 法经过数万款应用图标训练，能最大限度保留品牌特征，同时避免版权争议。 为确保功能落地，谷歌同步更新Play商店开发者分发协议（DDA），新增关键条款：开发者需授予用 户"非独占、全球范围、永久有效"的许可，允许其修改应用图标颜色或主题，并展示、使用修改后的版 本。据悉，该条款对新增开发者立即生效，存量开发者需在2025年10月15日前完成合规，否则将面临应 用下架风险。（青山） 来源：环球网 【环球网科技综合报道】9月16日消息，据Android Authority及多家科技媒体报道，谷歌在安卓系统生态 中正加速推进"单色图标"功能，以解决主屏 ...

Core Viewpoint - The article discusses the ongoing tensions between the U.S. government, particularly under President Trump, and the European Union regarding regulatory actions against American tech giants like Google. The U.S. is pressuring the EU to reconsider its strict digital regulations and penalties, while the EU maintains its stance on protecting consumer rights and market fairness [3][10]. Group 1: U.S. Government Actions - President Trump criticized the EU's €2.95 billion fine against Google, labeling it as "extremely unfair" and threatening to invoke Section 301 to overturn such penalties [3][5]. - Trump has expressed that the U.S. government will not tolerate what he perceives as discriminatory actions against American companies, emphasizing that these penalties could harm U.S. investments and jobs [6][10]. - Following a meeting with Meta's CEO, Trump reiterated his concerns about the EU's digital tax and regulatory measures, indicating a close watch on how these laws affect American businesses [7][9]. Group 2: EU's Regulatory Stance - The EU has imposed significant fines on Google for anti-competitive practices, including a previous €4.125 billion fine related to Android system monopolization and a €2.42 billion fine for shopping search competition [5]. - EU officials, including Teresa Ribera, have stated that they will not yield to U.S. threats and will uphold their regulatory framework, which they believe is essential for consumer protection and market integrity [10][11]. - The EU's strict digital economy regulations are partly a response to its relatively weaker position in the global digital competition, aiming to protect its market from external tech giants [3][10]. Group 3: Industry Reactions - American tech companies have increasingly collaborated with the Trump administration to counter EU regulations, with leaders from major firms like Microsoft, OpenAI, Google, Apple, and Meta expressing their support for Trump's stance [8][9]. - The article highlights a growing concern among U.S. tech firms regarding the EU's increasing legal scrutiny and regulatory measures, which they view as a threat to their operations in Europe [8][9]. - The EU's recent actions and the U.S. government's response indicate a significant geopolitical tension that could impact future trade agreements and regulatory frameworks [10][11].

Core Viewpoint - The European Union (EU) is implementing strict regulations in the digital sector, which is partly due to its relative weakness in global digital competition, as it seeks to protect its market from foreign digital giants [1][6] Group 1: EU's Regulatory Actions - The EU has imposed a fine of €29.5 billion on Google for self-preferencing practices in the advertising technology sector, marking the second-highest penalty against the company [3] - Google has 60 days to present a compliance plan to the EU, failing which it may be forced to divest parts of its business [3] - The EU's regulatory framework is considered one of the strictest globally, reflecting concerns over balancing digital technology development with personal rights and privacy protection [1][6] Group 2: US Response and Pressure - US President Trump criticized the EU's fine on Google, labeling it as "extremely unfair" and warned of potential retaliatory measures under Section 301 if the EU continues such actions [1][4] - Trump has expressed support for other US companies facing EU penalties, including Apple, and emphasized that the US government will not tolerate discriminatory actions against American firms [3][4] - The US government, including the Federal Trade Commission (FTC), has ramped up criticism of EU digital regulations, urging American companies not to compromise user privacy in compliance with EU laws [5] Group 3: Trade Agreement Implications - The EU and the US recently reached a joint statement on a trade framework, but the imposition of fines on US tech companies could jeopardize this agreement [6] - EU officials have acknowledged that penalties against US tech giants may pose risks to the trade agreement, leading to a temporary delay in announcing the fine against Google [6] - The EU maintains its right to regulate its digital sector independently, asserting that US tech companies must comply with the same laws as all market participants [6][7]

Core Viewpoint - Google's A shares (GOOGL) experienced a significant increase of 9.14%, reaching a new intraday high since July 2022, reflecting investor optimism regarding the company's ongoing efforts in the technology sector, particularly in artificial intelligence and cloud computing [1] Group 1: Company Developments - Google is collaborating with several small cloud service providers to deploy its Tensor Processing Units (TPUs) in their data centers, indicating a strong push towards the proliferation of AI computing [1] - A recent ruling by a U.S. district court determined that Google does not need to divest its Chrome browser and Android system, allowing continued collaboration with Apple and maintaining Google's position as the default search engine on iPhones [1] Group 2: Market Reactions - Barclays has raised its target price for Google's A shares from $235 to $250, reflecting a positive outlook on the company's future financial performance [2]

Market Performance - The three major U.S. stock indices opened mixed, with the Nasdaq up by 0.85%, the S&P 500 up by 0.41%, and the Dow Jones down by 0.08% [1][2] - Notable stock movements include Google (Alphabet) rising over 7%, Macy's increasing over 14%, and Apple gaining more than 3% [1] Commodity Prices - Spot silver has surpassed $41 per ounce, increasing by over 0.5%, marking a new high since 2011 [3] - Spot gold has reached above $3550 per ounce for the first time, achieving a year-to-date increase of over 35% [4] Pre-Market Activity - Apple saw a nearly 4% increase in pre-market trading [6] - Macy's experienced a pre-market rise of over 10% after the company raised its annual guidance [6] - Alphabet (Google) was up over 6% in pre-market trading following a ruling in its online search monopoly case, which stated that it does not need to divest Chrome and Android systems [6]

Group 1 - Google shares rose over 7% following a favorable ruling in the online search monopoly case, allowing it to retain Chrome and Android systems [6] - Macy's stock increased by more than 14% after the company raised its annual guidance [6] - Apple shares gained over 3% in the market [1] Group 2 - The Dow Jones Industrial Average opened at 45,259.28, down 36.53 points or 0.08% [2] - The Nasdaq Composite Index opened at 21,461.19, up 181.56 points or 0.85% [2] - The S&P 500 Index opened at 6,441.60, up 26.06 points or 0.41% [2] Group 3 - Spot silver surpassed $41 per ounce, increasing over 0.5%, marking a new high since 2011 [3] - Spot gold first rose above $3,550 per ounce, achieving a historical high with a year-to-date increase of over 35% [4]