国信证券(香港)·资讯日报 股票市场概览 港股市场表现 美股市场表现 | 2025 | 年 | 7 | 月 | 11 | 日 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 资讯日报 | | | | | | | | | 海外市场主要股市上日表现 | | | | | | | | | | | | | | | 升跌（%） | | | 指数名称 | | | | | 收市价 | 单日 | 年内 | | 恒生指数 | 24,028 | 0.57 | 19.78 | | --- | --- | --- | --- | | 恒生国企 | 8,668 | 0.83 | 18.91 | | 恒生科技 | 5,217 | (0.29) | 16.75 | | 美国道琼斯 | 44,651 | 0.43 | 4.95 | | 美国标普 500 | 6,280 | 0.27 | 6.78 | | 美国纳斯达克 | 20,631 | 0.09 | 6.83 | | 德国 DAX | 24,457 | (0.38) | 22.84 | | 法国 CAC | 7,902 | ...

斯鲁吉 凤凰网科技讯 北京时间6月19日，据路透社报道，苹果公司硬件技术负责人上月在一次私下发言中表 示，苹果有意利用生成式AI来加快定制芯片的设计。该芯片对苹果设备至关重要。 苹果硬件技术高级副总裁约翰尼·斯鲁吉(Johny Srouji)在比利时的一次演讲中发表了上述言论。当时，他 正在接受独立半导体研发机构Imec颁发的奖项，该机构与全球大多数大型芯片制造商都有着密切的合作 关系。 根据路透社查证的演讲录音，斯鲁吉在演讲中回顾了苹果开发定制芯片的历程，从2010年首款用于 iPhone的A4芯片，到最新用于Mac电脑和Vision Pro头显的芯片。 AI潜力大 他表示，苹果吸取的一个关键经验教训是：公司必须使用最先进的工具来设计芯片，包括来自电子设计 自动化(EDA)公司的最新芯片设计软件。目前，EDA行业有两大巨头楷登电子和新思科技，他们一直在 竞相将AI技术引入其产品中。 "我们的芯片设计复杂，EDA公司的支持极其重要，"斯鲁吉在讲话中表示，"生成式AI技术有很大潜 力，能在更短时间内完成更多设计工作，这将大幅提升生产力。" 斯鲁吉还表示，苹果在自研芯片的过程中学到的另一个关键经验就是：要破釜沉舟 ...

这意味着，从Mac Pro、Mac Studio到Mac mini、MacBook，再到iPad，甚至内存更小的iPhone，都能轻松部署 Qwen3。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 周一，阿里巴巴通义千问宣布，正式发布基于苹果MLX框架深度优化的全部Qwen3系列模型。 此举被看作是为国行苹果智能做准备。此前有消息称，阿里巴巴将成为苹果在中国大陆的大模型合作商。 公告显示，团队将一次性全部开源32款官方Qwen3 MLX模型，每款模型都有4bit、6bit、8bit和BF16等4 种不同精度的量化版本，从而实现这些模型在iPhone、iPad，以及Mac电脑上的轻松部署，做到全场景覆 盖。 目前，Qwen3的MLX模型已在魔搭社区和Hugging Face全面开源。 硬·AI * 感谢阅读！ * 转载、合作、交流请留言，线索、数据、商业合作请加微信：IngAI2023 * 欢迎大家在留言区分享您的看法， 如果您能点个并分享的话，那就太感谢啦！ * 让我们一起，好奇地看世界 据官方介绍，MLX是一个开源的机器学习框架，专为苹果芯片深度适配。MLX框架可高效地训练和部署AI 大模型，被越来越多 ...

Market Overview - The Hang Seng Index fell by 0.34% amid escalating tensions in the Middle East, particularly between Israel and Iran [1] - Israeli Defense Minister Katz stated that Iranian state media is "about to disappear," followed by an attack on Iranian state television [1] - The Israeli military reported the death of Iranian military commander Ali Shadmani, which has heightened fears among Iranian officials [1] - The U.S. has redeployed military assets in the Middle East in response to the conflict, which could impact oil transportation through the Strait of Hormuz [1] Geopolitical Developments - The U.S. State Department issued a travel warning for Israel and the West Bank, indicating a high-risk level [2] - A joint statement from 21 Arab and Islamic nations condemned Israel and expressed support for Iran, with threats to U.S. interests in the region if the conflict escalates [2] G7 Summit Insights - During the G7 summit, President Trump expressed disagreements with other leaders regarding the Middle East situation and U.S. trade policies [3] - The U.S. and U.K. reached a trade agreement focusing on key sectors such as automotive and pharmaceuticals [3] Stock Market Movements - The stock of brain-computer interface company RGC surged by 283% following FDA approval for its new neural modulation chip [4] - Apple saw a 15% year-over-year increase in iPhone sales in April and May, marking its best performance since the pandemic [4] Macau Gaming Sector - Macau's gaming revenue for the first half of June reached 1 billion MOP, with a weekly increase of 5% driven by high VIP win rates [5] - Sands China and MGM China both saw stock increases of nearly 5% following positive revenue reports [5] Aerospace Industry Developments - The 55th Paris Air Show showcased innovations in military aircraft and green aviation, with China presenting its J-35A fighter jet [6] - The event is expected to lead to potential orders for Chinese aircraft, particularly the J-10CE and J-35A models [6] Semiconductor Industry Initiatives - New policies in Guangzhou aim to support the integrated circuit industry, focusing on breakthroughs in chip design and manufacturing [7] - Companies like Hua Hong Semiconductor and SMIC are positioned to benefit from these initiatives [7] Company-Specific News - Longpan Technology signed a production pricing agreement worth over 5 billion RMB for lithium iron phosphate materials, indicating strong demand in the solid-state battery sector [8] - The company has secured contracts totaling approximately 17 billion RMB this year, reflecting its growing influence in the battery materials market [9]

【为国行苹果智能做准备！阿里巴巴发布升级版Qwen3：全系适配苹果MLX架构】通义千问周一推出 基于苹果MLX框架深度优化的全部Qwen3系列模型。团队将一次性全部开源32款官方Qwen3 MLX模 型，从而实现这些模型在iPhone、iPad，以及Mac电脑上的轻松部署，做到全场景覆盖。 ...