转自：InfoQ，编译 | Tina 在前几天 WWDC 2025 的发布现场，最令人瞩目的，并非哪项 AI 新特性，而是苹果 12 年来最大的 一次用户界面设计革新。 苹果宣布在其所有操作系统平台，iOS 26、iPadOS 26、macOS Tahoe 26、watchOS 26 和 tvOS 26，全面引入名为 Liquid Glass（液态玻璃） 的全新视觉风格。这项设计语言通过引入玻璃质感的 光泽与透明层级，试图在 UI 呈现上实现"通感"般的流动体验。而为了配合这一变化，苹果的版本号 也罕见地从 iOS 19 一跃跳至 iOS 26，象征着此次视觉范式的重大跃迁。 这次界面改版可能是"苹果历史上最具戏剧性的一次"，无疑也成为苹果移动端外观在多年沉寂之后最 大的一次转变。 当苹果公司近 20 年前首次推出 iPhone 时，软件界面秉持着直接的拟物化（skeuomorphism）理念 ——模仿现实世界。例如，Notes 应用就像黄色记事本，Maps 则像纸质地图。这种设计在当时可以 帮助用户快速熟悉触屏操作，然而随着用户对触屏设备的日益熟悉，这些"复古设计"逐渐显得过时。 因此，2013 年，时任设 ...

Investment Rating - The report maintains an "Overweight" rating for the consumer electronics industry [5] Core Insights - The technology industry is facing three major "innovator's dilemmas" as highlighted by the recent WWDC 2025 event held by Apple, which include limitations in foundational capabilities, declining R&D efficiency among industry leaders, and privacy concerns hindering AI development [1][2][3] Summary by Sections Innovator's Dilemma 1: Insufficient Edge Capabilities - The lack of killer AI applications on mobile devices is attributed to the immaturity of foundational capabilities such as chip computing power, data accessibility, and operating system capabilities [2] - Apple's recent WWDC showcased new features but failed to meet market expectations, indicating a lag in edge AI application development [2] Innovator's Dilemma 2: Declining R&D Efficiency - Apple's R&D expenditure for FY24 reached $31.4 billion, a 5% increase year-on-year, yet the company has struggled to close the gap with competitors like Google and OpenAI in AI advancements [3] - The report notes that while Apple is a leader in R&D spending, its efficiency has declined, contrasting with companies like Xiaomi and Lenovo, which maintain higher R&D efficiency relative to their investment [3] Innovator's Dilemma 3: Privacy Protection as a Constraint - Apple's commitment to user privacy is seen as a double-edged sword, as it limits the company's ability to invest in public cloud AI capabilities, resulting in a significant lag behind competitors [4] - The report suggests that while other companies may face similar privacy challenges, their more lenient policies could facilitate faster AI advancements [4]

Group 1 - Apple's new "Liquid Glass" user interface has received criticism from users and designers, indicating that the design appears unfinished in many aspects [1][4] - The update is described as the most comprehensive design update to date, inspired by the Apple Vision Pro VR headset, and aims to unify the user experience across devices [4] - Concerns have been raised about the readability of text in the interface, particularly with light backgrounds making white text nearly invisible [5][6] Group 2 - The initial developer testing revealed significant usability issues, such as the control center being nearly unusable due to a lack of background blur effects [5] - Despite the flaws, the updated design system is expected to improve over time, with some design elements already showing promise, such as the glass-like appearance of icons [5] - Competitors have also taken notice, with Nothing's CEO expressing interest in the Liquid Glass concept and theorizing about the future of smartphone interaction with AI [6]

被称为"科技圈春晚"的苹果全球开发者大会（WWDC），依然吸引着来自世界各地的目光。对用户而 言，本届WWDC最大收获可能就是界面统一、操作流畅度提升：苹果此次带来了自2013年iOS 7发布以 来最大规模的视觉设计变革，推出全新的 "Liquid Glass（液态玻璃）" 设计语言。而对AI期待者来说， 这次大会难免令人大失所望。苹果用以证明自身能力的AI革新，要等到明年才能见分晓。 打通设备视觉统一 2025年的WWDC于北京时间6月10日凌晨开启，以"Sleek peek"（可意译为"惊鸿一瞥"）为主题，今年的 重点是操作系统的更新。苹果全平台的新UI设计大量采用了"液态玻璃"效果，并统一采用了"年份+1"的 命名模式（即iOS 26、iPadOS 26、macOS 26等）。这一设计将应用于苹果全系操作系统，也是苹果首 次实现iOS、macOS、iPadOS、watchOS、tvOS乃至visionOS的界面语言统一。 有分析认为，"液态玻璃" 设计与苹果传闻中2027年推出的iPhone 20周年纪念版（代号 "Glasswing"）的 "透明轻盈" 理念相符，或为未来无实体按键、手势交互主导的硬件 ...

Market Overview - The S&P 500 index has risen for the second consecutive trading day, closing up 0.09% at 6005.88 points [4] - The Nasdaq China Golden Dragon Index increased by 2.07%, indicating a general rise in Chinese concept stocks [2][12] Company-Specific Developments - Tesla's stock ratings were downgraded by Argus Research and Baird to a "hold" level, raising concerns about the company's future prospects [6][8] - Major tech stocks mostly saw gains, with Tesla up over 4%, Amazon up over 1%, and Google up over 1%, while Apple fell over 1% [7] Economic Indicators - According to the New York Federal Reserve's monthly survey, consumer expectations for price pressures improved in May, with the one-year inflation rate forecast dropping from 3.6% in April to 3.2% [5] - The upcoming consumer price index (CPI) and producer price index (PPI) data releases are expected to be focal points for the market [5] Oil Market Insights - WTI crude oil futures rose by 1.1%, closing above $65 per barrel, marking the highest level since early April [11] - Commodity trading advisors have shifted to a neutral stance on WTI crude oil, with a significant reduction in short positions [11] Investment Plans - Amazon plans to invest at least $20 billion in Pennsylvania to expand its data center infrastructure, which is expected to create 1,250 new high-skilled jobs [8][9]

整理 ｜丁丁炒面 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 格林美 36氪获悉，格林美在互动平台表示，公司赴港上市工作正有序推进中，公司将严格按照相关法律法规及时履行信息披露义务。 北大表示，感谢公众对韦东奕的关心，学校在尊重他本人的意愿和生活习惯的基础上，在工作、生活、医疗等方面都 给予了充分关心，也有相应的安排保障。 潮宏基 36氪获悉，潮宏基公告，公司拟发行境外上市外资股（H股）股票并申请在香港联交所主板挂牌上市，以推进全球化战略布 局，提升国际品牌形象及综合竞争力，加强与境外资本市场对接。目前，公司正积极与相关中介机构就本次发行并上市的相关 工作进行商讨，具体细节尚未最终确定。本次发行并上市尚需提交公司股东会审议，并取得相关政府机构、监管机构备案、批 准和/或核准，存在较大不确定性。 香江电器 36氪获悉，据港交所，湖北香江电器股份有限公司通过港交所上市聆讯，国金证券（香港）有限公司为独家保荐人。 北大回应韦东奕健康问题， 呼吁保护学者让其专心治学 被网友称之为"韦神"的北京大学数学科学学院助理教授、研究员韦东奕近日开通个人社交账号并发布一段介绍自 ...