智通财经APP获悉，据媒体援引知情人士透露的消息报道称，鉴于长期担任首席运营官的杰夫·威廉姆 斯(Jeff Williams)即将离任，苹果公司(AAPL.US)正准备扩大部分高管的职责，并且试图将该公司的健康 与健身业务整合到苹果服务业中。 知情人士称，苹果服务业务部门的总负责人埃迪·库伊(Eddy Cue)不久之后将获得对苹果健康与健身业务 团队的总监管权。软件工程主管克雷格·费德里吉(Craig Federighi)则将开始监管Apple Watch操作系统。 这些高管在苹果各自拥有数十年的从业经验，影响力稳步提升，并帮助推出了公司一些最重要的具备划 时代意义的消费电子产品。与此同时，自2015年起担任首席运营官的威廉姆斯将在今年年底卸任。 自7月宣布退休计划以来，威廉姆斯已将对公司供应链、运营、AppleCare客户支持以及其在中国业务的 监管权移交给新任运营主管萨比赫·汗(Sabih Khan)。位于加州库比蒂诺的苹果公司一名发言人拒绝就最 新消息进行置评。 苹果即将推出Health+ 让库伊主管苹果健康业务的举措，正值该公司计划推出一项名为Health+的全新订阅式服务之前。此举 也源于苹果高级管 ...

Core Viewpoint - Apple is reportedly planning a significant leadership transition, with current CEO Tim Cook potentially stepping down and hardware engineering senior vice president John Ternus being considered as his successor [4][15]. Group 1: Leadership Transition - Tim Cook may transition to the role of chairman, following a path similar to Jeff Bezos and Bill Gates [4]. - The leadership shake-up includes key figures such as John Giannandrea, Johny Srouji, and Lisa Jackson, who are either facing career setbacks or considering retirement [4]. - John Ternus, aged 50, is seen as a strong candidate for the CEO position, having gained significant trust and influence within Apple [20][21]. Group 2: Tim Cook's Tenure - Cook took over as CEO in 2011, succeeding Steve Jobs, and faced skepticism regarding his ability to drive innovation [7]. - Under Cook's leadership from 2011 to 2016, iPhone sales grew approximately 200%, with revenue and net profit nearly doubling, establishing Apple as a leading tech company [8]. - Cook shifted focus towards higher-margin services, launching Apple Music, Apple TV+, iCloud, and the App Store, which strengthened Apple's ecosystem [10][12]. Group 3: Challenges and Criticism - As Apple enters the AI era, Cook's conservative approach has drawn criticism, with many believing the company needs a more technically adept CEO [13][14]. - The delayed response to AI advancements has led to concerns that Cook's leadership style may hinder Apple's progress in this rapidly evolving field [13][14]. Group 4: John Ternus's Profile - Ternus has been instrumental in the development of key Apple products, including the iPad and iPhone, and has a strong engineering background [21][22]. - He is recognized for his collaborative approach, effectively bridging hardware and software teams, and has been praised for his leadership style [26]. - Ternus's public appearances and strategic involvement suggest he is being positioned as a potential successor to Cook [20][19].

Jay 发自 凹非寺 量子位 | 公众号 QbitAI 什么情况，库克前脚还在国庆节缅怀乔布斯，如今就 被曝要让位CEO 。 而且， 曝光的接任者不 是之前的大热门COO杰夫·威廉姆斯 （Jeff Williams） ，而是苹果现任硬件工程高级副总裁—— 约翰·特努斯 （John Ternus） 。 随着新CEO的上位，库克最终可能会转任董事长一职，走类似于贝佐斯和比尔盖茨的路线。 库克被曝让位 据最新爆料，苹果正筹划 十多年来 最大规 模的领导层换届 。 2011年，乔布斯在病重之际，将苹果的接力棒交到时任COO的库克手中。 然而，外界对此褒贬不一，不少人质疑这位以供应链见长的「运营高手」无法撑起苹果的创新旗帜。 库克也许的确不是一名冒险者，但他把苹果的商业杠杆加到了最大。 2011至2016年间，iPhone 4S、iPhone 5、iPad等产品持续热销，规模效应爆发，苹果的这台赚钱机器开始全速运转。 短短五年，iPhone销量增长约 200% ，营收与净利润几乎翻倍，苹果一跃成为全球现金流最充沛的科技公司。 负责人工智能战略的约翰·贾南德里亚 （John Giannandrea） 因Siri项目失败仕 ...

Group 1: Gold Market Insights - Gold has surpassed $4000 for the first time, driven by uncertainty surrounding the U.S. government shutdown, making it a more attractive safe haven than the U.S. dollar [1][50] - The recent rally in gold prices is notable, with a 1.4% increase on the day, reflecting a broader trend of gold's performance during economic downturns [3][6] - Gold has appreciated over 1000% since the beginning of the century, outperforming equity markets significantly [4] Group 2: U.S. Economic Context - The U.S. government shutdown has created a lack of economic data, contributing to the momentum in gold trading as investors seek stability [6][19] - Market expectations suggest a potential 100 basis points cut in interest rates by September next year, influenced by the current economic uncertainty [18] Group 3: French Political Developments - French bonds are rallying amid budget talks, with optimism from the outgoing Prime Minister regarding the formation of a new government [7][51] - Discussions around pension reforms are critical, as suspending these reforms could facilitate political agreements and budget passage [54][55] Group 4: Corporate Financing Trends - Elon Musk's startup XAI is raising $20 billion, with significant investment from NVIDIA, indicating a trend of large-scale financing in the tech sector [27][28] - Concerns about the circular nature of financing agreements among big tech companies are emerging, as they engage in reciprocal investments [30][31] Group 5: U.K. and India Trade Relations - The U.K. is actively engaging in trade discussions with India, aiming to implement a recently signed trade deal amidst geopolitical tensions [58][60] - India's economic growth is projected at around 6.5% for 2026, but there are concerns about the need for greater investment to sustain this growth [65][66]

Core Viewpoint - The UK government is attempting to access data from Apple users by requesting the establishment of a "backdoor" in Apple's iCloud service, leading to a dispute between Apple and the UK government [1][3]. Group 1: UK Government's Actions - The UK government issued a "Technical Capability Notice" (TCN) in January, seeking access to encrypted data for law enforcement purposes related to terrorism and child abuse [1]. - In September, the UK Home Office proposed a new order requiring Apple to create a "backdoor" specifically for data of UK citizens [1][3]. - The UK Home Office declined to comment on the reports regarding the TCN or the existence of such notices [3]. Group 2: Apple's Response - Apple has stated it will not create a "backdoor" in its products and expressed disappointment over the inability to offer Advanced Data Protection (ADP) services in the UK due to ongoing privacy threats [3]. - Apple has filed a lawsuit against the UK government regarding the initial TCN, which is set to be heard in early 2026, but the new demands may restart legal proceedings [3][4]. Group 3: Implications and Concerns - The diplomatic friction between the UK and the US over Apple's user data issues threatens existing trade agreements, with US officials insisting that the UK must withdraw its backdoor request to maintain these agreements [4]. - Privacy advocates warn that any measures forcing Apple to weaken its system security could jeopardize the private information of global users, including passwords, messages, and health data stored in iCloud [4]. - The legal director of the NGO Privacy International highlighted that compromising end-to-end encryption for the UK would create vulnerabilities that could be exploited globally [4].

The U.K. Home Office is seeking access to Apple users’ encrypted iCloud backups for a second time, after an earlier attempt failed earlier this year. https://t.co/SPlTBcsNCn ...

Core Viewpoint - The U.K. government is attempting to gain access to encrypted iCloud data by demanding Apple create a backdoor for officials to access cloud backups of British citizens [1][3]. Group 1: Government Actions - The U.K. Home Office issued a new secret order to Apple in September, requesting the creation of a system for accessing encrypted cloud backups [1]. - This is the second "technical capability notice" sent to Apple, following a similar request made in January [3]. - The first order led to Apple disabling the Advanced Data Protection (ADP) feature for new and existing users in the U.K. [4]. Group 2: Apple’s Response - Apple has consistently stated that it will not create a backdoor or master key for its products and services [4]. - The company reportedly challenged the legal demand in court, which ruled that the process should not be held in secret [5]. Group 3: Privacy Concerns - Privacy activists have warned that complying with the U.K. government's order would negatively impact user privacy globally [2].

Apple TodayAAPLApple$254.22 -0.22 (-0.08%) 52-Week Range$169.21▼$260.10Dividend Yield0.41%P/E Ratio38.59Price Target$245.66Add to WatchlistIn the past three months, Apple Inc. NASDAQ: AAPL stock has jumped over 26% and become one of the better-performing stocks in the tech sector. The stock is still “only” up about 11% in the last 12 months, but recent analyst sentiment suggests that there’s still more upside to the stock’s recent rally heading into the holiday season. For many reasons, it’s still about th ...

Core Viewpoint - The new operational plan for TikTok in the U.S. has been approved by President Trump, ensuring its continued operation while establishing a joint venture for data and content security, valued at $14 billion [1][4]. Group 1: Operational Structure - The operational plan involves two main entities: "ByteDance TikTok U.S. Company" (BD TikTok US), which is fully owned by ByteDance and handles commercial operations, and the "TikTok U.S. Data Security Joint Venture" (TikTok USDS Joint Venture), which focuses on data and content security [3][4]. - The joint venture will be owned 19.9% by ByteDance, with existing global shareholders holding 30.1%, and new investors holding 50%, making ByteDance the largest single shareholder [4]. Group 2: Revenue Sharing and Cost Structure - The revenue-sharing mechanism between ByteDance's U.S. subsidiary and the joint venture is crucial, as the latter will incur high costs related to data security and content moderation, which are non-profit in nature [5]. - The operational costs for data security will include significant investments in infrastructure and personnel for content moderation, reflecting the high expenses typical for internet companies with millions of users [5]. Group 3: Comparison with Other Models - The operational model resembles Apple's "Cloud on Guizhou" approach in China, where local compliance and security requirements necessitate a similar structure, now referred to as "Cloud on Texas" due to Oracle's involvement [6][7]. - The "entrusted operation" model is becoming common as countries impose restrictions on foreign companies, requiring them to partner with local entities for compliance, a shift from previous practices where foreign firms had to adapt to local regulations in China [7][8].

【文/观察者网 朱新伟】刚刚，北京时间9月26日凌晨，美国总统特朗普签发行政令，宣布新版TikTok美 国运营方案符合美国相关法律要求，将确保TikTok在美国继续运营。一家合资公司将负责TikTok美国的 数据安全和内容安全，美国副总统JD·万斯表示，这家合资公司的估值为140亿美元。 据了解，该合资公司指的是"TikTok美国数据安全合资公司"（TikTok USDS Joint Venture），而非TikTok 美国的整体业务。依据彭博社此前报道，TikTok美国整体业务的估值接近400亿美元。 新运营方案此前曾被美国媒体反复报道，但都是局部细节，未呈现全局。观察者网综合了特朗普总统 令、中外媒体报道，以及复旦大学国际政治系教授沈逸从权威信源获得的信息，用图片的形式，独家呈 现出完整的TikTok美国运营新方案。 新的运营模式未来如何分配收益也广受关注。我们可以参考其他科技公司的运营情况来推演TikTok新方 案下各方的利益分配格局。 观察者网 算法由字节控制+合资公司负责数据安全 TikTok接下来要在美国实施的运营方案，涉及到两个主体。其中，图中左侧是"字节跳动TikTok美国公 司"（BD Ti ...