按照 Google 的说法，PAC 私有 AI 计算平台的核心目标就是「构建私有且有用的 AI」。而这，也是华为 HPIC 个人智能计算、OPPO PPC 私密计算云、荣 耀 HPPC 的目标。 但这些都很容易让人直接想到苹果在去年 WWDC24 上提出的 PCC（Private Cloud Compute）——一种将端侧隐私与云端性能结合的新模式。 Pixel 10，图片来源：Google 最近一段时间，尽管 AI 浪潮依旧狂热，但「AI 泡沫论」已经从边缘出现在主流讨论中，不少人分析师、机构、媒体，甚至 OpenAI 创始人兼 CEO 山姆·奥 尔特曼、亚马逊创始人杰夫·贝索斯都认可。核心在于，AI 的资本与算力投入一路飙升，但回报却遥遥无期，这让不少人开始重新看到了过去泡沫的影子。 在这种反思声中，苹果的名字反而开始被更多提起。过去两年，苹果常被批评「AI 落后」，如今却因为节制和稳健备受关注。就连华为、OPPO、荣耀以 及老对手 Google，也都在一定程度上部分认可了苹果的 AI 策略。 当地时间 11 月 11 日，Google 按预期发布了 11 月的 Pixel 功能更新，同时还正式公布私有 ...

Your Pixel 10 can now connect the dots across different apps for you. Magic Cue uses Gemini Nano to understand the context of your conversation and bring the information you need right to you. Find that restaurant from a calendar invite.Grab your flight info in a tap and share photos without the search. Stay one step ahead with Magic Cue on Pixel 10. ...

RT Zoomer 🧢 (@zoomyzoomm)Millionaire in Finance:- Patek on his wrist- Hot skinny blonde gf- Lives in NYC but holidays in France- iPhone 17 (orange)- Porsche 911 parked outside- Donates to charity (for the tax benefits)- Runs a twitter burner- Never fails to book Mykonos- Suit (no tie)Millionaire in Tech:- Lives in sf- Doesn't have a gf- Talks to AI at night- Makes $500k a year at FAANG- Fasts the entire day #biohacking- Has unlimited PTO (never takes it)- Pixel 10 (pre-release)- Doesn't own a car (die hard ...

Meet the brand new Google #Pixel10 Pro XL 🎨 UI & Design - Latest Android UI: Material 3 Expressive - New colors for the Pixel 10 - A brighter display on the Pixel 10 🚀 Performance & Hardware - The new Tensor G5 chip - Pixelsnap, a built-in magnetic system for Qi2 chargers and accessories - Up to 25W fast wireless charging on the Pixel 10 Pro XL 📸 Cameras - A 5x telephoto lens on the base Pixel 10 for the first time - Super Res Zoom up to 20x on the Pixel 10 - A new triple rear camera system on Pro models (5 ...

Google released this thing called the daily hub with the Pixel 10. You're supposed to do AI to like bring all of your stuff together calendar events. It's basically like the just Google discover feed time x times 10, I would say.Uh except it turns out it didn't work and Google pulled it already. Okay. On one hand, I think this is this feature is totally inconsequential and doesn't matter. And on the other hand, I think this is completely gling, right.This is a brand new feature that they sold the phone with ...

#Pixel仔细看了下 iPhone 17 和 Pixel 10 取消了订单。Pixel 10 Fold 大概率还是不配和 n5 相比……https://t.co/25TsoUs5rN ...

Core Insights - Apple has launched its updated iPhone product line, including iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the ultra-thin iPhone Air [1][10] Product Features - iPhone 17 features a new Center Stage front camera, a 48MP Fusion Main camera with 2x Telephoto, and a 48MP Fusion Ultra-Wide camera, along with a 6.3-inch Super Retina XDR display powered by the A19 chip [2] - iPhone Air boasts a 6.5-inch Super Retina XDR display with ProMotion up to 120Hz, enhanced scratch resistance with Ceramic Shield, and is the most power-efficient model due to its three custom-designed chips [3] Sales Performance - iPhone sales increased by 13.5% year over year to $44.58 billion, representing 47.4% of total sales for Q3 fiscal 2025 [4][10] - The forecast for fiscal 2025 iPhone sales is $208.76 billion, reflecting a 3.8% increase from the previous year's figure of $201.18 billion [4] Competitive Landscape - Apple faces significant competition from Chinese smartphone manufacturers such as Huawei, vivo, and Xiaomi, as well as major non-Chinese competitors like Samsung and Alphabet [5] - According to IDC, Samsung led the market with a 19.7% share in Q2 2025, while Apple held 15.7% and Xiaomi had 14.4% [6][10] Stock Performance and Valuation - Apple shares have declined by 6.4% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 16.8% [8] - The stock is trading at a forward price/earnings ratio of 30.09X, compared to the sector's 28.27X, indicating a premium valuation [13] - The Zacks Consensus Estimate for fiscal 2025 earnings is $7.35 per share, suggesting an 8.9% year-over-year growth [14]

Group 1 - Apple Inc. is gaining attention on Wall Street as an AI stock, with HSBC analyst Erwan Rambourg maintaining a Hold rating and a price target of $220.00 ahead of the product launch event [1] - Apple is set to launch its iPhone 17 lineup on September 9, which includes four models, one of which is a new slim version called "Air" that will replace the "Plus" model [2] - There is high pent-up demand for the iPhone 17, with a survey indicating that 70% of users are interested in upgrading to this model [3] Group 2 - Expectations for Apple's product pipeline are high for 2026-27, including a lower-priced iPhone model, a foldable phone, smart glasses, and a special 20th anniversary edition iPhone with curved glass [3] - The company is also anticipated to announce new products such as the Apple Watch (11, Ultra 3), new AirPods, and Airtag, along with possibly an upgraded Vision Pro [3]

Group 1 - The Galaxy S25 users may face disappointment in September due to delays in receiving Android 16 security and privacy updates, which have been available on Pixel devices for months [1] - Samsung is preparing a significant update for the Galaxy S25, but it will not be One UI 8, leading to further delays for users [1] - The upcoming One UI 7 update is expected to be substantial, exceeding 1GB, and will be the last patch before transitioning to One UI 8 [2] Group 2 - There is uncertainty regarding the release timeline for One UI 8, with speculation that it may not arrive until October [2] - The delay in Samsung's updates contrasts sharply with Google's prompt updates for Pixel devices following monthly security announcements [1]

Group 1: Key Events Impacting Tech Stocks - Over 140 significant events are expected to influence tech stock performance in the remaining four months of the year [1] - The Department of Justice's ruling on Google's search case is anticipated to be a major catalyst, potentially imposing significant restrictions on Google's search distribution business [2][4] - Meta's upcoming Connect conference is expected to showcase new AI-driven products, including smart glasses, and outline the company's AI vision [5] Group 2: AI Developments and Market Reactions - Artificial intelligence remains a central theme in the tech industry, with large tech companies integrating AI features into existing products [1] - Amazon's AWS re:Invent conference in December is expected to highlight new infrastructure capabilities that could accelerate cloud service revenue growth [1] - OpenAI's potential new agreement with Microsoft may allow its models to be integrated into AWS and Google Cloud platforms [1] Group 3: Regulatory and Competitive Landscape - The recent ruling allowing Google to retain its Chrome browser while prohibiting exclusive contracts is viewed as a significant victory for the company, leading to an over 8% increase in Alphabet's stock price in after-hours trading [2] - Google faces potential risks from changes to its Play Store policies, which could lead to increased competition and pressure on app commission rates if its appeal fails [4][10] - The online retail sector is experiencing accelerated e-commerce sales growth, with strong performance expected to continue into the holiday shopping season [7] Group 4: Innovations in Online Media and Advertising - Meta is expected to announce advancements in AI and smart glasses at its Connect conference, with a base price of around $800 for the new product [5][11] - Reddit is developing technology to monetize its search capabilities, which could enhance revenue expectations [5][12] - Pinterest is rolling out new AI tools aimed at optimizing ad performance, which could drive greater advertiser engagement [11]