In the world of tech, businesses that focus intensely on product innovation will thrive.Looking back at some of the best-performing stocks throughout history is a good way for investors to learn what traits to seek out in businesses they are considering adding to their portfolios. A consistent focus on product innovation, for example, is one powerful characteristic that can lead to robust returns.Over the past 20 years (as of Feb. 5), this "Magnificent Seven" stock is up 10,650%. Including reinvested divide ...

2月9日，科技媒体9to5Mac布博文，梳理彭博社马克·古尔曼（Mark Gurman）等消息源爆料， 指出苹果有望2026上半年推出新款MacBook。 定位方面，这款MacBook没有Air和Pro后缀，直接命名为"MacBook"，定位入门笔记本电脑市 场，用于填补低价位市场空缺，主要面向对性能要求不高、但注重便携与预算的用户群体。 芯片方面，消息称这款MacBook并非搭载Mac系列惯用的M系列芯片，而是采用iPhone同款的 A18 Pro芯片，足以应对网页浏览、邮件处理及轻度图像编辑等日常需求。 屏幕方面，新机预计采用12.9英寸LCD显示屏，尺寸略小于13.6英寸的MacBook Air，且极有可 能取消"刘海"设计，回归传统笔记本视觉体验。 颜色方面，新MacBook将效仿iMac的色彩策略，提供蓝色、粉色、黄色和银色等多种大胆配色。 内存方面，这款仅搭载8GB DRAM，容量仅为当前MacBook Air和Pro机型起步（16GB）的一 半。得益于苹果的软硬整合能力，8GB内存也能维持流畅体验，并支持Apple Intelligence 等AI功 能。 价格方面，价格将是这款新MacBook ...

来源：环球网 【环球网科技综合报道】2月10日消息，据9to5mac综合多方消息报道，苹果公司计划推出一款全新入门 级Mac笔记本电脑，暂定名为"MacBook"（无Air/Pro后缀），主打亲民价格与轻量化设计。该产品预计 将于今年上半年发布，有望成为苹果Mac系列中售价最低的机型。 屏幕尺寸 方面， 据彭博社记者马克·古尔曼及分析师杰夫·普透露，新款MacBook将采用约12.9英寸LCD显示屏，略小于 现款MacBook Air的13.6英寸，且可能取消"刘海"设计，提升屏占比。 此外，机身体积进一步缩小，重量或低于MacBook Air，强化移动办公场景的适用性。 配色方案上，分析师郭明錤称，苹果将提供蓝色、粉色、黄色及银色四种鲜艳配色，延续iPad Air/mini 的多彩策略，吸引年轻用户与创意工作者。 芯片方案上，传言称新款MacBook将搭载与iPhone 16 Pro同款的A18 Pro芯片，基于ARM架构设计，兼 顾能效与性能，但定位低于MacBook Air的M系列芯片，主要满足网页浏览、文档处理、视频播放等基 础需求。 马克·古尔曼指出，苹果计划在"今年上半年"推出该产品，而杰夫·普则 ...

1.高速惊魂！特斯拉续航剩72公里突然断电，售后回应：续航剩100公里就该充电 2.欣旺达电池翻车！东风奕派碰撞50秒爆燃、超3.8万辆极氪001 WE版更换电池包 3.飞象网项立刚再炮轰罗永浩：不懂还没自知之明，锤子手机是靠别人做出来的 4. 字节又一款AI产品火了！ 冯骥谈Seedance2.0：令人惊叹，庆幸这项技术来自中国 5. 高德打车因管理缺失、压低运价被约谈整改 6.暴风集团欠税1095万再曝债务危机，未履行债务已超8亿 7.前《世界之外》制作人璇子创业，获米哈游投资 8. 事关AI竞赛、无人驾驶，谷歌宣布两大动作 今日头条 HEADLINE NEWS 此前，曾有多辆特斯拉在高速突发电机故障。据媒体报道，2020年前后，多位特斯拉车主遭遇高速动力丢失故障，经检测均为后电机故 障，需更换全新后电机总成（堪比燃油车更换发动机），且特斯拉官方拒绝明确解释故障原因，引发车主广泛不满。其中，一位青岛车主驾 驶提车不足3个月、行驶里程仅1552km的国产Model 3，在G1511日兰高速上行驶时，车辆突然报警，10秒内速度从100km/h降至0，彻 底失去动力无法启动。该车主凭借本能滑行至应急车道，因当时 ...

凤凰网财经讯 2月9日，美股三大指数集体低开，纳指跌0.34%，道指跌0.25%，标普500指数跌0.24%。 减肥药概念股普涨，诺和诺德涨超5%，礼来涨超2%，因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱，美光科技跌超3%。 公司消息 【黄仁勋力挺科技巨头超6000亿美元资本开支：需求旺盛 AI投资创造更多收入】 英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基础设施方面不断增长的资本 支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。包括微软、亚马逊、Meta、甲 骨文公司和Alphabet在内的科技巨头，正计划在2026年总计投入超过6000亿美元的资本支出。黄仁勋强 调，"人类历史上规模最大的基础设施建设"正在展开，其背后动力是对算力的"极度旺盛"的需求，AI公 司和超大规模云服务商正利用这些算力来创造更多收入。 【古尔曼：未来几周苹果将密集推出新产品】 科技记者马克·古尔曼（Mark Gurman）表示，苹果公司未来几周将推出一系列新产品，包括iPhone 17e、新款iPad，以及搭载M5 Pro/Max芯片的MacBook等。 ...

【iMobile爱科技资讯】2月8日，珠海免税拱北口岸进境免税店苹果Apple专区正式启幕，这标志着苹果 首次进驻中国口岸进境免税渠道，也是智能电子产品首次进入口岸进境免税销售场景。作为财政部等五 部门完善免税店政策后，全国首个落地的口岸进境智能电子免税项目，该专区为大湾区旅客提供了"家 门口"的免税电子消费新选择。 此次举措是珠免集团响应提振消费政策、补齐口岸免税品类短板的重要行动。拱北口岸2025年出入境客 流达1.23亿人次，专区启幕将进一步激活湾区消费。后续，iPad、MacBook等产品将陆续纳入销售，潮 玩、黄金饰品等品类也将逐步上新，引导境外消费回流。 价格上，免税渠道优势显著，以iPhone 17 256GB为例，免税价（人民币 5412元）折算后较官方售价 （人民币 5999元）优惠近10%。珠海免税正推动国补、省补引入，后续有望实现"免税+补贴"双重优 惠，最高可再减500元。所有产品均为国行版本，享受全国联保。 此前，内地消费者想购买免税且全国联保的国行苹果产品，往往需专门规划海南行程。如今，往返粤港 澳的旅客在澳门游回程通关时，便可顺手选购。该专区采用双层布局，一楼为极简风展示空间，供 ...

Market Overview - US employment data shows weakness, leading to a decline in US stocks, with all three major indices dropping over 1% and small-cap stocks leading the decline, as the Russell 2000 fell by 1.8% [2] - The S&P 500 saw declines in 9 out of 11 major sectors, with software stocks ETF dropping by 5%, Oracle down nearly 7%, and Microsoft down nearly 5% [2] - Cryptocurrency and silver experienced significant drops, with Bitcoin falling by 12% to below $63,000, marking a nearly 50% decline since last October [4] Bond Market - Risk aversion has driven US Treasury yields significantly lower, with the 10-year yield dropping by 9 basis points to 4.19% and the 2-year yield also down by 9 basis points to 3.46%, reaching a near one-month low [3] Commodity Market - Gold prices fell by 4% to $4,763.2 per ounce, while silver plummeted by 19% to around $70.84 per ounce [12] - WTI crude oil prices dropped approximately 2.84% to $63.29 per barrel [12] Company News - Foxconn (Hon Hai) reported January sales of NT$730 billion, a 35.5% year-on-year increase, reflecting strong demand for AI infrastructure [17] - Meituan has acquired Dingdong Maicai, indicating consolidation in the Chinese e-commerce market [18] Employment Data - The US JOLTS job openings for December hit a five-year low, significantly below expectations, indicating a cooling labor market [19] - Challenger companies announced layoffs of 108,435 in January, the highest for the month since 2009, with a 205% month-on-month increase [19] Central Bank Actions - The Bank of England maintained its interest rate at 3.75%, with a close 5-4 vote indicating a strong signal for potential rate cuts [21] - The European Central Bank held rates steady for the fifth consecutive time, citing challenges in predicting inflation [20] Technology Sector - Amazon's Q4 revenue grew by 14%, with AWS revenue exceeding expectations, but the company’s stock fell over 10% post-earnings due to high capital expenditure guidance of $200 billion for the year [22] - Nvidia announced delays in releasing new gaming chips due to a shortage of storage chips, prioritizing AI business needs [22] AI Developments - Anthropic launched a financial research AI model, causing significant drops in stock prices for traditional financial information services like FactSet and Reuters [23] - OpenAI introduced its enterprise-level AI agent platform, Frontier, aimed at automating business processes, amidst growing competition in the AI space [24]

Core Insights - Apple has historically been a hardware-focused company, distinguishing itself from software-centric peers like Microsoft [1] - The company is expected to leverage its resources and brand strength to outperform AI startups in the near future [2] Financial Performance - Since its IPO in 1980, Apple has consistently been a top-performing stock, returning 102% over the past five years compared to the S&P 500's 87% [3] - For fiscal 2025, Apple reported revenue of $416 billion, a year-over-year growth of 6.4%, with net income increasing by 19.4% to $112 billion and diluted EPS rising by 22.6% [4] - In Q1 of fiscal 2026, revenue reached $143.8 billion, up 16% year-over-year, with EPS increasing by 19%. iPhone sales surged by 23.3%, making up nearly 60% of total sales [5] AI Development - Despite lagging in AI development, Apple is well-positioned to enhance its AI capabilities through resource acquisition and talent recruitment [6] - The company has made strategic changes in its AI leadership, appointing Amar Subramanya as the new vice president for AI [8]

Core Insights - Apple is reportedly preparing to launch its first foldable iPhone, the iPhone Fold, in the second half of 2026, followed by the iPhone Flip in 2027, as part of a broader "foldable matrix" strategy that will encompass its entire product line, including iPads and MacBooks [3][4][5][9]. Group 1: Product Launch Timeline - The first phase involves the iPhone Fold, a book-style device with an internal screen size of approximately 7.9 to 8 inches, aimed at blurring the lines between iPhone and iPad [6][8]. - The second phase will introduce the iPhone Flip in 2027, targeting fashion and portability, aligning with Apple's existing product segmentation [9][11]. Group 2: Technological Innovations - Apple is developing advanced flexible screen technologies, including a self-healing screen that can repair minor scratches and dents through a unique polymer material [15][16][17]. - Another innovation includes a flexible display with integrated heating elements to prevent screen brittleness in cold temperatures, ensuring durability in extreme conditions [21][25]. Group 3: Market Strategy - Apple's foldable strategy is designed to stimulate demand in a market where traditional smartphones are experiencing diminishing returns, particularly among users reluctant to upgrade from older models [37][38]. - The company aims to leverage its control over iOS, iPadOS, and macOS to ensure a seamless software ecosystem that adapts to the new foldable devices, enhancing user experience [38][39]. Group 4: Future Product Integration - The foldable MacBook, expected to be a 20.3-inch device, will merge the functionalities of iPads and MacBooks, potentially transforming the user interaction paradigm [13][30][34]. - This integration reflects Apple's strategy to create a cohesive ecosystem where devices share the same chip architecture and cloud data, ultimately enhancing user engagement within the Apple ecosystem [40][41].

// 热点头条 // 1. SpaceX：官网发布马斯克署名公告，宣布已收购xAI，合并后公司将整合人工智能、火箭、天基互联 网及移动设备直连通信。备忘录显示，新公司估值达1.25万亿美元（SpaceX估值1万亿美元+xAI估值 2500亿美元），交易为全股票形式，仍筹备2026年潜在IPO，但具体时间和估值尚不确定。 2. AMD：2025年四季度营收102.7亿美元，超预期的96.5亿美元；调整后每股收益1.53美元，高于预期 的1.32美元；运营利润28.5亿美元，利润率28%，预计2026年一季度营收95亿-101亿美元，调整后毛利 润率约55%。 3. 英伟达： 有报道称，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在推 理芯片市场寻找替代方案。不过，报道出炉后不久，OpenAI CEO Altman隔空反驳，赞扬英伟达的AI芯 片。英伟达CEO黄仁勋对此表示，公司对OpenAI 的投资计划仍在 "按部就班推进"。 // 大中华地区公司要闻 // 1. 东鹏饮料：正式登陆香港联合交易所主板，证券简称为"东鹏饮料"，成为国内首家实现A+H双上市的 功能饮料企业，此次上市将助力 ...