当地时间2月5日，在苹果公司即将迎来创立50周年之际，库克主持召开了一场全体员工大会，描绘了人 工智能（AI）将如何重塑苹果的未来，同时罕见地深入谈及了退休和继任规划。 库克在会议中将人工智能定义为苹果历史上"最深远的机遇之一"。 库克补充道："大家都清楚，人到了一定年纪，有些人会选择退休，这是很自然的事。" "我花很多时间思考5年后、10年后，甚至15年后谁会坐在这个房间里。思考这些事情并制定计划，是领 导力的重要组成部分。"关于继任者的安排，库克说。 目前，新任首席运营官萨比·汗（Sabih Khan）已全面接手运营工作，并正致力于解决行业内普遍面临的 内存芯片短缺问题。库克对此表示信心十足，称苹果拥有"世界上最好的团队"来应对供应链挑战。 在谈到业务增长时，库克特别强调了印度、马来西亚等新兴市场的重要性。他指出，尽管目前在这些地 区的市场份额尚存巨大增长空间，但其潜力将是苹果未来十年的重要引擎。 大会最后，库克重申了苹果的长期愿景：通过技术赋能个人，并保持公司文化的连续性。随着50周年纪 念日的临近，这场全员大会无疑为步入"知天命"之年的苹果公司注入了新的动力。 他向员工表示，尽管市场竞争日益激烈，但他 ...

Group 1 - The final adjusted annualized GDP growth rate for the US in Q3 is 4.4%, slightly exceeding expectations [1] - US stock indices opened higher, with the Nasdaq up 0.93%, S&P 500 up 0.64%, and Dow Jones up 0.56% [1] Group 2 - Alibaba's shares rose over 5% following news that its chip subsidiary, Pingtouge, plans to go public [1] - Meta's stock increased by 2.6%, as the company will start advertising on its social platform Threads for all users globally next week [1] - Apple's shares rose nearly 1%, with reports indicating the launch of a new AI version of Siri in June, marking the company's first AI chatbot [1]

苹果公司计划今年重塑Siri，将其转型为公司首款AI聊天机器人。 1月21日，据彭博社援引知情人士透露，苹果计划在6月的全球开发者大会上发布代号为Campos的全新 AI聊天机器人，并于9月正式推出。 新版AI聊天机器人将取代现有界面，用户仍可以通过语音指令"Siri"或按住设备侧键来召唤服务，但功 能将远超当前版本，具备类似ChatGPT或谷歌Gemini的对话式交互能力。 分析认为，该AI聊天机器人将是苹果AI市场翻身计划的核心。苹果2024年推出的Apple Intelligence平台 表现不佳，功能乏善可陈且推出缓慢。 受AI聊天机器人消息刺激，苹果股价一度上涨近2%，随后涨幅收窄。为该项目提供底层技术的谷歌母 公司Alphabet股价则上涨2%。 深度系统集成与功能扩展 据报道，全新AI聊天机器人将成为iOS 27、iPadOS 27（代号Rave）和macOS 27（代号Fizz）的主要新 增功能。 报道援引知情人士透露，苹果内部正将聊天机器人技术作为独立Siri应用进行测试，类似App Store中的 ChatGPT和Gemini，但不计划向用户提供该应用，而是将软件集成到整个操作系统中。 新 ...

1. Report Industry Investment Ratings Not provided in the content. 2. Report's Core View The report provides a comprehensive analysis of various futures commodities, including precious metals, base metals, energy, chemicals, agricultural products, etc., and gives investment ratings and trend outlooks for each commodity [2][4]. 3. Summary by Related Catalogs Precious Metals - **Gold**:避险情绪回升，趋势强度为1 [2][5] - **Silver**:快速拉升，趋势强度为1 [2][5] - **Platinum**:窄幅震荡，趋势强度为0 [2][26] - **Palladium**:区间震荡，趋势强度为0 [2][26] Base Metals - **Copper**:现货走强，支撑价格，趋势强度为1 [2][8] - **Zinc**:震荡偏强，趋势强度为1 [2][12] - **Lead**:LME库存减少，支撑价格，趋势强度为0 [2][15] - **Tin**:震荡走强，趋势强度为1 [2][17] - **Aluminum**:偏强运行，趋势强度为1 [2][24] - **Alumina**:逢高寻卖点，趋势强度为0 [2][24] - **Cast Aluminum Alloy**:强于电解铝，趋势强度为1 [2][24] - **Nickel**:产业与二级资金博弈，宽幅震荡运行，趋势强度为0 [2][30] - **Stainless Steel**:镍铁抬升震荡重心，盘面博弈印尼政策，趋势强度为0 [2][31] Energy - **Crude Oil**:未提及具体观点，但原油价格上涨对部分化工品有支撑作用 [65][68] - **Fuel Oil**:弱势延续，下方仍有支撑，趋势强度为0 [2][54] - **Low-Sulfur Fuel Oil**:转入震荡，外盘现货高低硫价差持续反弹，趋势强度为0 [2][54] Chemicals - **Para-Xylene (PX)**:单边高位震荡市，趋势强度为1 [2][63] - **PTA**:多PX空PTA，趋势强度为1 [2][63] - **MEG**:低位反弹，估值下方空间有限，趋势强度为1 [2][63] - **Rubber**:宽幅震荡，趋势强度为0 [2][73] - **Synthetic Rubber**:上方压力逐步增加，趋势强度为0 [2][76] - **LLDPE**:标品排产部分回切，区域现货补空延续，趋势强度为0 [2][79] - **PP**:下游抢出口支撑丙烯，PP成本支撑偏强，趋势强度为0 [2][82] - **Caustic Soda**:偏弱震荡，趋势强度为 -1 [2][85] - **Pulp**:宽幅震荡，趋势强度为0 [2][90] - **Glass**:原片价格平稳，趋势强度为0 [2][95] - **Methanol**:高位震荡，趋势强度为0 [2][99] - **Urea**:短期回调，中期偏强，趋势强度为0 [2][104] - **Styrene**:短期震荡，趋势强度为0 [2][107] - **Soda Ash**:现货市场变化不大，趋势强度为0 [2][111] - **LPG**:短期供应偏紧，地缘扰动偏强，趋势强度为0 [2][115] - **Propylene**:现货供需收紧，趋势偏强，趋势强度为0 [2][116] - **PVC**:偏弱震荡，趋势强度为 -1 [2][124] Agricultural Products - **Palm Oil**:报告利空落地，原油反弹推涨油脂，趋势强度为1 [2][63] - **Soybean Oil**:美豆动能有限，单边区间为主，趋势强度为1 [2][63] - **Soybean Meal**:USDA报告偏空，或跟随美豆回调，趋势强度为 -1 [2][169] - **Soybean**:USDA报告影响，或调整震荡，趋势强度为0 [2][169] - **Corn**:关注现货，趋势强度为0 [2][172] - **Sugar**:区间整理，趋势强度为0 [2][176] - **Cotton**:延续调整态势，趋势强度为0 [2][181] - **Egg**:现货盈利，远月情绪转弱，趋势强度为0 [2][187] - **Live Pig**:需求存负反馈，供应预期增量，趋势强度为 -1 [2][190] - **Peanut**:震荡运行，趋势强度为0 [2][193] Shipping - **Container Freight Index (Europe Line)**:关注开舱指引；04轻仓试空，趋势强度为0 [2][130] Fibers - **Short Fiber**:震荡偏强，多TA空PF持有，趋势强度为0 [2][147] - **Bottle Chip**:震荡偏强，月差正套持有，趋势强度为0 [2][147] Paper - **Offset Printing Paper**:逢高布空，趋势强度为 -1 [2][150] Others - **Log**:震荡反复，趋势强度为0 [2][59]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国司法部对美联储主席鲍威尔调查，美国市场周一开盘时，股债汇三杀，金银和加密货币上涨。随后市场很快消化了这一消息，美股、美债从日低反弹。 标普500抹去盘中跌幅并收创历史新高。小型股表现出色。特朗普呼吁信用卡公司将利率上限定在10%，Capital One跌近8%、美国运通跌超4%。谷歌市值 突破4万亿美元，公司确认与苹果达成多年期AI技术合作。 中概股指数大涨4.3%，阿里涨超10%。人民币创2023年5月来最高。 美债收益率收高，但远低于早盘的高点，10年期收益率微涨1个基点。美联储独立性受质疑，美元终结连涨、较日高一度跌近0.6%。 比特币日内振幅近2.6%，较昨日尾盘微涨。 避险需求叠加疲软美元，贵金属价格飙升。现货黄金涨近2%，一度突破4600美元。期银飙升7.6%。市场关注伊朗局势，WTI原油涨1.8%。 亚洲时段，A股成交额再创新高，沪指豪取17连阳，AI应用、商业航天大爆发，港股智谱狂飙30%，沪银涨超14%。 要闻 中俄只能在美方控制下购买委内瑞拉原油？外交部发言人毛宁表示，拉美国家都是主权独立的国家，有权自主 ...

智通财经APP获悉，Wedbush发表研报，将苹果(AAPL.US)目标价从320美元上调至350美元，并维持"跑 赢大盘"评级。同时，苹果继续入选"IVES AI 30"赢家榜单。 以Dan Ives为首的分析师团队表示："我们将目标价从320美元上调至350美元，核心依据是2026年将成 为苹果真正投身人工智能(AI)革命的元年。此外，我们认为iPhone 17的销售势头将延续至年末，中国市 场表现同样亮眼。苹果在2025年第四季度的业绩增长预计将超越华尔街预期，即将到来的假日购物季也 有望为其业绩再添助力。" 分析师补充指出，苹果已着手梳理并制定未来一年的全面AI战略，在这一关键领域的新领导层布局， 标志着公司战略转型的开端。他们强调，2026年初苹果若能正式宣布与谷歌(GOOGL.US)旗下Gemini达 成AI领域合作，将成为两家公司未来发展的关键转折点，这也是检验苹果AI战略成效的重要时刻。 Ives团队称："当前苹果面临的核心挑战，仍是外界对其AI战略的认知空白。凭借全球规模最大的24亿 台iOS设备及15亿部iPhone用户基数，苹果已到加速推进AI业务的关键节点。" 分析师还表示："我们认为 ...

Core Insights - Apple's stock price surged by 3.9% to $262.24, reaching a historical high since December 2024, with a market capitalization increase of $147.5 billion, totaling $3.89 trillion, making it the second-largest company in the U.S. by market cap, following Nvidia [1] - Strong sales of the iPhone 17 series in both China and the U.S. have led to increased optimism in the market, with a 14% year-over-year sales growth compared to the iPhone 16 series [1][4] - Analysts express confidence in Apple's performance in China, indicating that the iPhone 17 series could drive steady revenue growth for the company [4] Sales Performance - The iPhone 17 series has shown robust sales momentum, particularly the standard version, which is noted for its attractive price-to-performance ratio [4] - Apple's annual shipment forecast for the iPhone 17 series has been raised from 88 million to 94 million units since its launch on September 10 [5] - The iPhone 17 series dominated the top three spots in a recent sales ranking during the "Double 11" shopping festival in China [2] Market Sentiment - The positive market sentiment has led to a rebound in A-share Apple concept stocks, with several companies experiencing significant gains [1] - Loop Capital upgraded its rating on Apple from "hold" to "buy," raising the target price to $315, indicating a potential upside of about 20% from the current price [5] Valuation Concerns - Some analysts question whether the current enthusiasm for the iPhone 17 series can sustain Apple's high valuation, as the company's price-to-earnings ratio exceeds 32, significantly higher than the 10-year average of 22 [6] - Among 33 analysts tracking Apple, 20 recommend buying, while 11 suggest holding, indicating a mixed outlook on the stock [6] Challenges Ahead - Apple faces challenges in integrating artificial intelligence into its products, with delays in the AI version of Siri and departures of key AI executives raising concerns about its competitive position in the Chinese market [11] - The company aims to enhance its AI capabilities across applications, but significant technical breakthroughs are required to achieve this goal [11]

Core Viewpoint - Apple's market value dropped by $52.4 billion after the autumn product launch, but the stock price rebounded following the pre-sale of the iPhone 17 series, indicating strong initial consumer interest [2][4]. Group 1: iPhone 17 Series Performance - The iPhone 17 series pre-sale in China exceeded the previous generation iPhone 16, with over 200,000 units reserved within 6 hours and record sales on e-commerce platforms [2]. - The most popular model appears to be the base iPhone 17, which features significant upgrades such as a 120Hz high refresh rate display and increased base storage from 128GB to 256GB, all without a price increase [2]. Group 2: Market Reactions and Challenges - Despite the strong pre-sale numbers, analysts express concerns about Apple's future in China due to the lack of significant AI updates and competition from local brands offering integrated AI features [4]. - Apple's stock price fell by 1.48% on the day of the launch and continued to decline, losing a total of $11.09 per share from the previous close before the event [3]. Group 3: iPhone Air and Regulatory Delays - The iPhone Air, which was highly anticipated for its design changes, is not expected to be a major sales driver due to compromises in battery life and camera performance [3]. - The release of the iPhone Air in China has been delayed, with Apple stating it is working closely with regulatory bodies to expedite the launch [5].

Core Insights - Apple's market value dropped by $52.4 billion overnight after the fall product launch event, but the stock price rebounded after the iPhone 17 series pre-sale began in China [1][4] - The iPhone 17 series is showing strong pre-sale performance, with sales volume surpassing the previous generation iPhone 16 series [1][3] - The base model iPhone 17 is expected to be the most popular among consumers due to significant upgrades while maintaining the same price [3] Sales Performance - On September 12, the iPhone 17 series pre-sale on JD.com exceeded last year's total sales within one minute, setting a new sales record [1] - The iPhone 17 series achieved over 2 million reservations within 6 hours of opening pre-orders [1] - The iPhone 17 256GB model became the most popular variant, with reservation numbers significantly higher than the previous generation [1][3] Market Challenges - Despite strong pre-sale data, analysts express concerns about Apple's future growth in China due to local competitors offering AI features tailored to the market [4][5] - Apple's lack of significant AI updates during the launch event has been noted as a potential challenge for its market position [3][5] - The iPhone Air model's delayed launch in China raises uncertainties about the new series' overall sales performance [5]