今日，A股三大指数集体回调，上证指数3700点得而复失。截至收盘，上证指数下跌0.46%，深证 成指、创业板指数分别下跌0.87%、1.08%。 整个市场的成交额达到23062.83亿元，位居"924"行情以来的单日成交额第十位。今日共有735只个 股上涨，4648只个股下跌，个股涨跌幅的中位数为下跌2.06%，赚钱效应较差。 大盘创下本轮成交天量，且出现了冲高后大幅回落的现象，这是否意味着调整终于要来了？ 目前，上证指数30分钟级别出现顶背离，因此，后续需重点观察日K线级别是否出现小跨度的顶背 离。如果出现小跨度顶背离，那么市场展开震荡或回调的概率较大。 7月中旬，上证50指数、沪深300指数双双突破了去年12月下旬至今年6月的多个高点。在7月31日至 8月4日的回调中，这两个指数均刚好回调到上述多个高点的支撑位附近。 因此，在达哥看来，即便展开回调，上证50指数、沪深300指数调整的空间有限。 对应到上证指数上，上述两个指数的小波段底部是8月4日，以日期来对应，正好对应到上证指数8 月4日的3550点附近。总体而言，调整空间也不会太大，3550点附近有较强支撑。 板块方面，大金融今日领涨，保险板块涨幅居前 ...

Core Viewpoint - Apple is planning to re-enter the AI market with a new lineup of devices, including a desktop robot, smart speakers with displays, and home security cameras, aiming to enhance its ecosystem and user engagement [2][3][4]. Group 1: Desktop Robot - The desktop robot is the centerpiece of Apple's AI strategy, set to launch in 2027, featuring a realistic Siri voice assistant capable of engaging in multi-person conversations [4][9]. - The robot, codenamed J595, resembles an iPad mounted on a movable arm, able to follow users around the room and interact during video calls [8][9]. - It will have the ability to recommend restaurants or recipes during conversations and will incorporate a visual representation of Siri to enhance user interaction [10]. Group 2: Smart Home Strategy - Apple plans to launch a standalone smart display, codenamed J490, in mid-next year, which will lack the robotic features but will still support home control, music playback, and video conferencing [12][13]. - Both the smart display and desktop robot will run on a new operating system called Charismatic, designed for multi-user interaction [13][14]. - This marks Apple's serious entry into the smart home market, nearly a decade after competitors like Amazon and Google began offering smart displays [15][16]. Group 3: Siri Upgrade - Apple is developing a new version of Siri, codenamed Linwood, based on a large language model architecture, expected to be released as early as next spring [18]. - The improvements to Siri are anticipated to exceed expectations, with a focus on delivering a more interactive and capable AI assistant [18][19]. - A competing project named Glenwood is also in development, which will utilize external technology to enhance Siri's capabilities [19]. Group 4: Home Security Devices - Apple is working on a home security camera, codenamed J450, designed for home safety with features like person detection and task automation [22][24]. - The camera will be battery-powered, lasting several months to a year on a single charge, and will include facial recognition and infrared sensors [23][24]. - Apple aims to compete with products from Amazon's Ring and Google's Nest by leveraging its customer loyalty to expand its product offerings in home security [24].

智通财经APP获悉，苹果(AAPL.US)正凭借一系列雄心勃勃的新产品来重振其在人工智能领域的地位， 这些产品包括桌面机器人、更拟人的Siri 版本、带有显示屏的智能音箱以及家庭安全摄像头。 据知情人士透露，一款将于 2027 年上市的桌面机器人是人工智能战略的核心内容。与此同时，带有显 示屏的智能音箱计划于明年推出，这是进军入门级智能家居产品领域的一部分举措。 其次，家庭安全系统被视为另一个巨大的增长机遇。新的摄像头将成为苹果安全系统的核心组成部分， 该系统能够实现家庭功能的自动化。这些人士表示，这种做法有助于增强苹果产品生态系统的吸引力， 从而让其产品更受消费者青睐。 这一切都是为了重振苹果公司的活力。其最新的重大项目——Vision Pro 头显设备，仍未能取得销售成 功，而其最畅销产品的设计多年来也基本未作任何改变。 与此同时，苹果公司因未能赶上生成式人工智能的变革而饱受指责。而 OpenAI 甚至可能通过与前苹果 设计主管Jony Ive合作开发基于人工智能的新设备，威胁到苹果公司的核心业务领域。 尽管苹果在扭转其人工智能软件方面仍处于初期阶段，但高管们认为硬件产品的研发进度是其复兴的关 键因素—— ...

北京时间8月13日，据媒体报道，有接近DeepSeek人士表示，此前传出的DeepSeek-R2即将发布的消息 不实，并确认DeepSeek-R2在8月内并无发布计划。 腾讯二季度广告收入创新高，AI成关键因素 8月13日，腾讯控股（00700.HK）发布了截至2025年6月30日止二季度及半年报业绩，其整体营收和利 润实现双增长。特别是广告业务，腾讯上半年实现收入676.15亿元，二季度单季收入357.62亿元，同比 增长20%，创历史新高。 该公司上半年总营收3645.26亿元，同比增长14%。其中二季度单季营收1845.04亿元，同比增长15%， 环比微增2%，连续六个季度保持双位数增长。 【观网财经丨智能早报 8月14日】 中国已要求本土企业避免使用英伟达H20芯片？外交部回应 8月13日，外交部发言人林剑答记者问。路透社记者：据报道，中国已要求本土企业避免使用英伟达 H20芯片，尤其是用于政府或与国家安全相关的工作。此前，中国监管机构已就芯片安全隐患问题约谈 英伟达表达担忧。中方对此有何评论？ 林剑：我不了解你提到的情况。 DeepSeek-R2有望8月发布？内部人士：不实 据腾讯介绍，上述增长主要 ...

Core Viewpoint - Apple is planning to launch a new lineup of AI devices, including a desktop robot, smart speakers with displays, and home security cameras, aiming to re-enter the AI market and enhance its ecosystem [3][11]. Group 1: Desktop Robot - The desktop robot, central to Apple's AI strategy, is set to launch in 2027 and will feature an advanced Siri voice assistant capable of engaging in multi-person conversations [3][6]. - This device will have the ability to turn towards the person speaking and can actively seek attention from those not facing it, enhancing user interaction during video calls [7][8]. - The robot will incorporate a new version of Siri that can remember information and participate in discussions, making it more interactive and lifelike [8][12]. Group 2: Smart Speaker and Display - A smart speaker with a display is planned for release next year, serving as a simplified version of the desktop robot without the mechanical arm and conversational Siri features [9][10]. - Both the smart speaker and desktop robot will run on a new operating system called Charismatic, designed for multi-user interaction and personalized experiences [10]. Group 3: Home Security Cameras - Apple is developing home security cameras, which will include features like facial recognition and task automation, aiming to compete with products from Amazon and Google [14][16]. - These cameras will be battery-operated, lasting several months to a year on a single charge, and will be integrated into a broader home automation system [15][16]. - The company is also testing doorbell devices that utilize facial recognition technology to unlock doors, further expanding its home security offerings [17]. Group 4: Siri Upgrades - A new version of Siri, referred to as LLM Siri, is being developed with a new architecture based on large language models, expected to be released as early as next spring [12][13]. - The improvements to Siri are anticipated to exceed expectations, with a focus on enhancing user interaction and functionality [13].

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据知情人士透露，苹果公司正计划通过推出一系列新设备重返人工智能领域，包括机器人、带显示屏的 智能音箱以及家庭安全摄像头。一款桌面机器人是其AI战略的核心，计划于2027年推出，它将搭载逼 真的Siri语音助手，能够融入多人对话。这些设备将运行名为Charismatic的全新操作系统，旨在供多人 使用，并将为Siri添加视觉个性化功能，使其更具真实感。（彭博） 风险提示及免责条款 ...