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Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers”
Yahoo Finance· 2026-02-10 14:53
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current quarter, which suggested that they aren’t getting killed by high memory prices, at least not yet. Jim Cramer ...
苹果将掀新品发布潮?爆料称 iPhone 17e、新iPad合力猛攻新兴市场
Cai Jing Wang· 2026-02-10 08:33
Core Insights - Apple is set to launch a series of new products in the coming weeks, including the iPhone 17e, upgraded iPads, and new Macs [1] iPhone 17e - The upcoming iPhone 17e will replace the iPhone 16e, featuring the same A19 chip as the iPhone 17 and introducing MagSafe charging [1] - It will also transition to Apple's latest in-house cellular and wireless communication chips, maintaining a price of $599 as a marketing strategy to highlight "more features for the same price" [1] - The iPhone 17e will be primarily targeted at emerging market users and enterprise customers, which are key focus areas for the company this year [1] iPad - New iPads are on the way, including an upgraded entry-level model and an iPad Air [3] - The entry-level iPad will feature the A18 chip, while the iPad Air will upgrade to the M4 chip, with the A18 supporting Apple Intelligence as a significant marketing point [3] - iPad sales showed strong performance during the holiday season, with revenue increasing by 6% year-over-year, surpassing Wall Street expectations [3] Mac - Apple plans to release several new Macs, including 14-inch and 16-inch MacBook Pros and a new MacBook Air with the M5 processor [4] - An upgraded Mac Studio desktop and a new Studio Display monitor are also expected, with the new MacBook aimed at competing with lower-priced Windows laptops and Chromebooks [4] - This new MacBook, with a screen size smaller than 13 inches and equipped with a chip similar to that of the iPhone, is designed to attract users to the Mac ecosystem, particularly in enterprise and emerging markets [4] Software - Apple is anticipated to release iOS 26.4 soon, which will include updates to some long-awaited Siri features [5] - The first beta version of iOS 26.4 is expected to be pushed to developers in the week of February 23, alongside the new MacBook Pro, which will sync with the ongoing macOS 26.3 update cycle [5] - The high-end MacBook Pro M4 version remains in high demand, indicating that new models are imminent, with a potential release as early as the week of March 2 [5]
苹果加入「互传联盟」?安卓将兼容AirDrop,无需装App即可「隔空投送」
3 6 Ke· 2026-02-10 04:53
去年 11 月,谷歌做了一件震惊所有人的事:让 Pixel 手机可以直接出现在 iPhone、iPad 和 Mac 的 AirDrop 列表里,实现原生级文件互传,并且无需在苹果 设备上安装第三方 APP。 不同于很多厂商的「强制兼容」方案,谷歌选择的方式是「兼容 AirDrop(隔空传送)协议」,在体验上有太多的优势,我看到最好的评价就是,这让 Pixel 在跨生态互传时就像一台 iPhone。 而在 3 个月后,谷歌公开表示要将这种对苹果设备的兼容能力扩展到整个 Android 生态。 Android Authority报道指出,Android 平台工程副总裁 Eric Kay 日前在 Pixel Labs 参观期间证实,对 AirDrop 的兼容将在 2026 年扩展到更多 Android 设备 上,更表示: 「我们投入了大量时间和精力,确保能够打造一款不仅兼容 iPhone,还兼容 iPad 和 MacBook 的产品。既然我们已经验证了这一点,我们正与合 作伙伴合作,将其扩展到生态系统的其他部分,你们很快就会看到一些令人兴奋的发布。」 图片来源:谷歌 看似只是一次互传功能的「解锁」,却同时触动了三方 ...
刷新历史纪录!iPhone迎来史上最佳季度表现!果链含量超45%的电子ETF(515260)盘中上探1.7%,冲击4连阳!
Xin Lang Cai Jing· 2026-02-10 02:20
或由于古尔曼爆料苹果公司一系列新品即将密集登场,今日(2月10日)苹果产业链权重占比超45%的 电子ETF(515260)场内涨幅一度上探1.77%,现涨1.18%,盘中收复10日均线,冲击日线4连阳! | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交額 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 交通股份 | 9.60% | - - - - | 电子 | 半导体 | 胶字芯片设计 | 1269Z | 27.78亿 | | 2 | 海光信息 | 6.17% | - | 电子 | 非号体 | 数字芯片设计 | 6172亿 | 44.24亿 | | 3 | 惠武纪-U | 3.79% /- | | 电子 | #导体 | 数字芯片设计 | 4756亿 | 52.03亿 | | 4 | 三式集团 | 3.73% | Property of the property of the | 电子 | 元件 | 被动元件 | 1077亿 | 6.64Z | | રે | ...
谁想库克退休?
3 6 Ke· 2026-02-08 23:44
"你打算什么时候退休" 2月初的一场苹果内部员工会议上,蒂姆·库克又一次被卷入那个让他纠缠了很多年的问题。 根据现场流出的信息,65岁的库克给出了一个比以往稍微具体一点的信号。他说自己每天都在强迫性地 思考谁会坐在那个办公室里,不仅在看未来五年,甚至在考虑未来十年、十五年谁会坐在这个房间里。 这番言论一出,科技圈瞬间轰动了起来,甚至连《金融时报》和《纽约时报》都开始讨论苹果的后库克 时代。 关于库克退休的话题,在过去几年里发生过无数次。每当库克表现出一点点对继任计划的重视,或者是 苹果的高管层出现哪怕一次细微的人事变动,全世界都会整齐划一地开始替苹果操心。 这种集体的敏感和兴奋,背后藏着的是不同群体的利益诉求和心理期待,也延伸出一个很有意思的话 题:到底谁想让库克退休? 1、那些活在"乔布斯梦"里的果粉 如果我们把时间拨回到2011年8月24日,也就是蒂姆·库克接替史蒂夫·乔布斯的那一天,你会发现当时的 舆论场几乎是一片喧嚣。消息一出,苹果股价当天下跌5%,外界对库克的能力充满忧虑。 当时外界并不觉得库克是在接班,而是乔布斯不得已的选择。资本市场和媒体清一色都用了一些很刻薄 的词。有人说库克是一个表格驱动的机 ...
Apple Opens CarPlay to AI Rivals Following Driver Demand
PYMNTS.com· 2026-02-07 01:03
Core Insights - Apple plans to integrate third-party voice-controlled AI chatbots into its CarPlay interface, moving beyond its current exclusive use of Siri [1][2] - This capability is expected to be available to AI providers within months, responding to user demand for more versatile voice control options [2][3] Group 1: Company Developments - Apple is working to support third-party AI applications in CarPlay, which currently only allows Siri for voice control [2] - The integration of third-party chatbots aims to enhance user experience by enabling functionalities like restaurant recommendations [3] - Apple is also reportedly collaborating with Google to enhance Siri's capabilities by using a custom AI model, transforming it into a more advanced AI chatbot later this year [3][4] Group 2: Market Trends - A report indicates that 60% of consumers believe voice assistants will become as intelligent and reliable as humans [4] - Millennials and bridge millennials are identified as the most frequent users of voice-activated devices, with 32% usage in each group [4][5] - Tesla is developing support for Apple CarPlay, indicating a growing trend among automakers to adopt this infotainment system [5] Group 3: Product Enhancements - Apple began rolling out the next generation of CarPlay in May, emphasizing a deeply integrated in-car experience [6] - The new CarPlay aims to provide a unified and consistent interface, enhancing how users connect with their vehicles [6]
Apple's Stock Emerges Strong Amid Tech Industry Turmoil
Financial Modeling Prep· 2026-02-06 03:50
Apple's stock (NASDAQ:AAPL) has shown remarkable resilience, maintaining its position despite a $1.2 trillion loss in the tech industry.The company's cautious approach to spending and focus on steady growth has been beneficial, especially in comparison to other tech giants' heavy investments in AI.Apple's financial discipline has enabled it to maintain a healthy balance sheet, providing a buffer against market volatility and ensuring long-term value for shareholders.During a tumultuous period in the tech in ...
库克透露苹果将隆重纪念50周年 4月1日将迎里程碑时刻
Sou Hu Cai Jing· 2026-02-05 23:48
尽管苹果尚未公布具体庆祝方案,但业内普遍预期将包含特别产品发布、历史成就展览及公益活动等环 节。作为全球最具影响力的科技企业之一,苹果的周年纪念动向持续引发行业关注。分析人士指出,50 周年庆典既是苹果展示技术实力的舞台,也是强化品牌文化认同的重要契机。 根据官方公布的财报数据,2025年,苹果全年营收为4161.61亿美元,同比增长6.4%;净利润为1120.1 亿美元,同比增长19.5%。其中,全年营收2095.86亿美元,同比增长4.2%;服务业务营收1091.58亿美 元,同比增长13.5%,创历史新高;Mac营收337.08亿美元,同比增长12.4%;iPad营收280.23亿美元, 同比增长5%。 苹果公司成立于1976年4月1日,距今已走过半个世纪。从1990年代末濒临破产的困境,到2010年代初登 顶全球市值最高上市公司,这家科技巨头经历了跌宕起伏的发展历程。最新财报显示,苹果在上一季度 创下营收历史新高,iPhone销量也达到空前水平,印证了公司持续增长的强劲势头。 【CNMO科技消息】CNMO注意到,苹果公司即将迎来成立50周年的重要时刻,首席执行官蒂姆·库克 向员工承诺,将通过一系列活动 ...
1 Reason to Buy Apple Stock Right Now
Yahoo Finance· 2026-02-05 16:31
Apple (NASDAQ: AAPL) demonstrated explosive growth in the 2026 fiscal first quarter (ended Dec. 27), reported last week, with a 16% increase in total revenue and a 23% increase in iPhone sales. While the win in iPhones is a reason to be excited about Apple and its future prospects, there was a different number that made an even bigger impression on me and has far-reaching consequences. Image source: Apple. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best st ...
Lopez vs Apple $95 million settlement: Siri users begin receiving payments — here’s what to know
The Economic Times· 2026-02-05 15:06
People across the United States are getting money deposits with names like “Lopez v. Apple” or “Lopez Voice Assistant” in their bank or payment apps. These deposits are part of a class action settlement linked to claims that Apple’s Siri recorded private talks without permission. Many users say the payment proves their approved claim has finally turned into real cash. Apple agreed to pay $95 million to settle the case but said it did nothing wrong. The legal notice confirmed that payments started on Friday ...