8月14日，美股标普500指数和纳斯达克指数连续第二日收于纪录高位，反映出市场对美联储即将开启货币 宽松周期的乐观情绪。然而，在此前一天的强势拉升之后，部分核心科技股开始显露疲态。英伟达、 Alphabet和微软等"科技七雄"成员股价回落，显示投资者在高估值背景下变得更加谨慎。高盛资产管理的 KatherineBordlemay直言，当前估值水平偏高，但最终能否支撑股价的还是盈利能力。她还指出，美国股 市回报的分化程度已处于过去30年中较高的位置。 值得注意的是，并非所有科技巨头都承压。苹果逆市上涨1.6%，主要受益于其进军人工智能机器人、家庭 安全和智能显示器领域的消息提振。苹果此举不仅被视为押注AI产业链的进一步延伸，也可能为其打开新 的增长空间。在板块表现方面，医疗保健板块上涨1.6%，在标普500的11个板块中领涨，小盘股指数罗素 2000也上涨近2%，创下六个月新高，显示资金正在寻找科技板块之外的配置机会。 宏观背景同样值得关注。芝加哥商品交易所的FedWatch工具显示，交易员已经完全定价美联储在下次会议 降息25个基点的预期。这意味着，宽松预期已被充分消化，未来市场对降息节奏和幅度的敏感度可能下 ...

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].

明星科技股跌多涨少，苹果涨1.6%，报道称公司正计划向人工智能机器人、家庭安全和智能显示器方 向扩张。亚马逊涨1.4%，特斯拉跌0.4%，谷歌跌0.5%，英伟达跌0.8%，Meta跌1.2%，微软1.6%。 纳斯达克中国金龙指数涨超2%。阿里巴巴、百度涨超3%，网易涨超2%，京东涨超1%。 市场概述 纳斯达克中国金龙指数涨超2%。 *罗素2000指数上涨近2%，创下六个月新高。 *中长期美债收益率回落，10年期美债跌近6个基点； *苹果涨1.6%，公司考虑进军机器人和安防等领域。 周三美股全线收高，市场关注美联储9月降息前景。截至收盘，道指涨463.66点，涨幅1.04%，报 44922.27点，纳指涨0.14%，报21713.14点，标普500指数涨0.32%，报6466.58点。标普和纳指分别迎来 今年第17个和第20个收盘历史新高，道指距离刷新高位仅一步之遥。与此同时，追踪对利率敏感的小盘 股公司的罗素2000指数上涨近2%，创下六个月新高。 美国财长贝森特呼吁降息，"利率太严格了……我们可能应该低150到175个基点，"他补充道："9月份降 息50个基点的可能性很大。" 根据芝加哥商品交易所联邦观察工 ...