NEWS ◆ 苹果新动向 ◆ 马斯克来真的：旗下 xAI 起诉苹果与 OpenAI，指控其合谋垄断 AI 市场 8 月 26 日消息，埃隆・马斯克（Elon Musk）的 xAI 初创公司今日在得克萨斯州对苹果公司和 OpenAI 提起诉讼，指控这两家公司合谋以「确保其在人工智能（AI）市场的持续主导地位」。 本月早些时候，马斯克曾威胁要起诉苹果和 OpenAI，原因是其应用程序 X 和 Grok 未能入选苹果 App Store 的必备应用（Must Have）板块。如今，他已经将这一威胁付诸行动。 诉讼文件指出，苹果公司因对 AI 领域的重大创新感到措手不及，这导致其与 OpenAI 合作，孤注一掷 地试图保护其智能手机垄断地位。xAI 特别提到 Siri 中集成的 ChatGPT 功能，因为目前只有 OpenAI 的 聊天机器人能够与 Siri 进行交互。（新闻来源：IT之家） 跨端「AirDrop」，曝谷歌安卓「快速分享」功能将兼容苹果 iOS 8 月 26 日消息，据科技媒体 AndroidAuthority 昨天报道，谷歌正在为苹果 iOS 开发兼容安卓的「快速 分享」功能。 Android Au ...

Core Viewpoint - Apple has generated significant wealth for investors over the past three decades, with a total return of 68,660% [1] - The company's future growth potential may not match its historical performance, raising questions about its ability to create new millionaires [2] Revenue Composition - Apple's revenue is heavily reliant on hardware, particularly the iPhone, which accounted for 47% of total revenue in Q3 of fiscal 2025 [5] - The services segment is growing, contributing $27.4 billion in revenue and 29% to total sales, with a year-over-year growth of 13.2% and a gross margin of 76% [6] Growth Prospects - The company is projected to grow revenue at a compound annual rate of 5.7% from fiscal 2024 to fiscal 2027, which is modest given its size and maturity [8] - Apple is developing new smart home devices powered by AI, but their impact on revenue is expected to be minimal [9][10] Company Quality - Apple is recognized for its strong brand presence, innovative history, and high profitability, which have attracted significant investments from firms like Berkshire Hathaway [11] - Despite its strengths, the stock may not deliver the same high returns as in the past, with a high price-to-earnings ratio of 35 and limited growth prospects [12]

今年 4月 ，分析师就给出苹果公司 （NASDAQ： AAPL ）"强烈买入" 的评级。当时的情况确实值得入手 —— 估值合理，还有不少能推动股价的利好 因素。从那以后，苹果股价涨了 18% 多，上周摸到 235.12 美元，之后小幅回调。比起四月 一百多美元的低点，这反弹幅度不小，不过今年以来股价 仍跌了约 7%。 即便四月以来已经涨了不少，分析师还是觉得苹果值得买。快速反弹的阶段可能过去了，但整体逻辑没变。现在的股价，对应往绩市盈率约 35 倍 —— 这个估值偏高，但有持续增长撑着：最近一季度营收涨了 10%，利润还在增加，今年经营性现金流已经突破 800 亿美元了。 许多人忽略了苹果商业模式的巨大变化。上季度，服务业务营收274亿美元，利润率接近75%，稳步降低了对硬件的依赖。与此同时，苹果决定 向美国 投资1000亿美元， 这既能规避关税风险，也能和美国政府走得更近。 真正值得持有苹果股票的理由与 iPhone 销量在某一年是否飙升关系不大。它取决于生态系统的实力及其产生的经常性收入。这种可预测性值得溢价。 2025年第三季度的业绩展现了该公司依然坚韧不拔的实力。根据2025年第三季度的业绩，净收入同 ...

Core Insights - Apple shares have increased by 8.9% in the past month, driven by strong Q3 fiscal 2025 results and a positive outlook despite tariff challenges [1][9] - The company reported record revenues in multiple regions, with double-digit growth in iPhone, Mac, and Services [2][9] - Apple plans to invest $600 billion in the U.S. over the next four years to expand manufacturing and mitigate tariff impacts [14][15] Financial Performance - Apple experienced a 13.5% year-over-year growth in iPhone sales, 14.8% in Mac, and 13.3% in Services [2] - The Zacks Consensus Estimate for Q4 fiscal 2025 revenues is projected at $100.37 billion, reflecting a 5.73% increase from the previous year [19] - The expected gross margin for the current quarter is between 46% and 47%, compared to 46.5% in Q3 [17] Market Position - Apple is currently trading above its 50-day and 200-day moving averages, indicating a bullish trend [7] - Year-to-date, Apple shares are down 9.2%, underperforming the broader Zacks Computer and Technology sector, which has returned 13.5% [4] - The company's valuation is considered stretched, with a forward Price/Sales ratio of 7.93 compared to the sector's 6.78 [20] Strategic Initiatives - Apple is enhancing its Apple Intelligence features, which are expected to drive further growth [11][12] - The company is expanding its Services segment with new features in Apple Music and Apple Maps [13] - The American Manufacturing Program (AMP) aims to bring more of Apple's supply chain to the U.S., partnering with various suppliers [14][15] Future Outlook - Apple anticipates mid to high single-digit growth in net sales for the September quarter [18] - The company is expected to continue benefiting from the adoption of Apple Intelligence and its expanding features [23]

Core Viewpoint - Apple is positioned as a leading technology company with a strong market presence, particularly in the smartphone sector, and is diversifying its business into various services and AI technologies [1][3][4]. Group 1: Company Overview - Apple, co-founded by Steve Jobs, is a major player in the tech industry, particularly known for its iPhone, which holds over 50% market share in the US smartphone market [1]. - The company also excels in hardware products like Macbook Pro, Macbook Air, and Airpods, while expanding into services such as Apple Music, iCloud, and Apple Pay [1]. Group 2: Financial and Strategic Developments - Apple secured a tariff exemption by committing $600 billion to domestic manufacturing investments, which helped mitigate the impact of tariffs imposed by the US government [2]. - The Services segment has seen over 400% growth in the past decade and continues to grow at a double-digit rate, with Apple Pay being a significant contributor to future growth [3]. Group 3: AI and Technological Advancements - Despite a mixed reputation for its Siri assistant, Apple is actively acquiring AI startups and has partnered with OpenAI to integrate ChatGPT into its ecosystem, indicating a strong commitment to AI development [4]. Group 4: Financial Health - Apple boasts a robust balance sheet with over $50 billion in cash, enabling share buybacks and strategic investments in AI [6]. Group 5: Market Sentiment and Technical Analysis - Recent trading activity shows significant buying of out-of-the-money AAPL calls, reflecting high confidence among investors regarding future stock price increases [9]. - Technical analysis indicates a potential long-term price reversal pattern, suggesting that AAPL shares may reach new all-time highs by early 2026 [7]. Group 6: Overall Market Position - The combination of tariff exemptions, the upcoming new iPhone, and a rapidly growing services business positions Apple favorably for bullish market sentiment [12].

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Group 1 - Intel CEO Chen Liwu wrote a letter to employees clarifying that many things are "not factual" and hinted that he will not resign, emphasizing his commitment to the company's future goals and opportunities [3] - Intel stated its dedication to advancing U.S. national and economic security interests, planning to invest billions in semiconductor R&D and manufacturing in the U.S., including a new wafer fab in Arizona [4] - There are reported disagreements between Intel CEO Chen Liwu and some board members regarding core strategic issues, including whether to retain or exit the foundry business [4] Group 2 - The New York City Human Resources and Social Security Bureau has not yet acknowledged the recruitment plan by Pang Donglai, which includes positions for ex-convicts [8][9] - Huaxing Capital's founder Bao Fan has returned after two and a half years of cooperating with an investigation, but he will no longer participate in daily management [10] - Kuaishou has added an independent takeaway entry in its app, enhancing its local life services [21] Group 3 - Tesla is reportedly disbanding its Dojo supercomputer team and will rely on external technology partners like NVIDIA and AMD [23] - Lyten announced the acquisition of Northvolt's remaining assets and intellectual property, planning to restart its super factory [30] - Firefly Aerospace's stock surged over 34% on its first day of trading, achieving a market cap of approximately $8.5 billion [30] Group 4 - Japan's population is projected to fall below 120 million by 2026, reflecting a serious trend of declining birth rates [43] - China's robot industry saw a revenue increase of 27.8% year-on-year in the first half of the year, with industrial and service robots' production rising significantly [43] - In July, the retail sales of new energy passenger vehicles in China reached 987,000 units, marking a 12% year-on-year increase [43]

Cryptocurrency Exchange Updates - OKX has integrated Apple Pay into its Buy Crypto service for users in the US and EEA [1]

Core Viewpoint - Fintiv has filed a federal lawsuit against Apple, accusing the company of racketeering and theft of trade secrets related to the technology behind Apple Pay [1][2]. Group 1: Allegations Against Apple - Fintiv claims that Apple posed as a potential partner a decade ago to gain access to CorFire's mobile-wallet platform, leading to the alleged theft of proprietary technology [2]. - The lawsuit asserts that Apple's secure-element design, NFC implementation, and trusted-service-management layer are nearly identical to Fintiv's proprietary architecture, which has contributed to Apple Pay's significant revenue generation [3]. - The complaint invokes both federal and Georgia RICO statutes, alleging that Apple formed an enterprise with banks and card networks to process trillions of dollars in transactions, thereby monetizing Fintiv's trade secrets [4]. Group 2: Broader Context of Allegations - The complaint suggests that Apple's actions are part of a broader pattern of behavior, citing similar disputes with HealthTech firms Masimo and Valencell, indicating a strategy of "partner, poach and profit" [5]. - Specific examples include allegations that Apple attempted to steal trade secrets from Masimo related to blood oxygen monitoring technology and from Valencell regarding heart-monitoring technology, rather than genuinely seeking partnerships [6]. Group 3: Market Reaction and Legal Context - Apple has not publicly responded to the lawsuit, and while the company's shares saw a slight increase of 0.4%, industry insiders believe the suit may lead to renewed scrutiny of Apple Pay's impact on card issuers and networks [7]. - This lawsuit is not the first filed by Fintiv against Apple; a related patent infringement suit was recently dismissed in a Texas court [7].

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