2026年新年伊始，投资界再传重磅消息。 "股神"巴菲特正式卸任伯克希尔·哈撒韦首席执行官的余韵未消，"中国巴菲特"段永平又出新动态。 近日，在投资交流平台上，段永平以"大道无形我有型"的ID发文晒出部分持仓。 图片显示，该账号于2011年11月开始买入苹果股票，累计收益率达1623.48%，目前收益金额约为3426 万美元。 | | Lot Details: AAPL - APPLE INC | | | | | | | × | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | Cost Basis Calculator | 2 Help | & Export @ Print | | Open Date | Quantity | Price | Cost/Share | Market Value | Cost Basis | Gain/Loss $ | Gain/Loss % | Holding Period | | 12/30/2022 | 2388 | $272,4643 | $128.94 | $650,644.7 ...

来源：环球网 【环球网科技综合报道】12月24日消息，据cna 援引路透社报道，苹果公司与巴西反垄断监管机构 CADE于日前宣布达成和解协议，结束双方长达三年的法律争端。根据协议，苹果将首次允许巴西用户 在其iOS设备上使用除App Store以外的第三方应用商店，并支持应用内购买通过非苹果支付系统完成， 或提供跳转至外部网站进行交易的链接。 CADE在声明中表示，其内部审议小组以多数票通过了苹果提交的和解方案。该协议自新条款对开发者 强制生效之日起正式实施，有效期为三年。苹果须在105天内完成相关技术调整并落实变更措施。 作为和解的一部分，苹果还同意撤回针对CADE 2024年预防措施所提起的司法诉讼。若未来被认定严重 违反协议条款，该公司将面临最高1.5亿巴西雷亚尔（约合2709万美元）的罚款。 苹果在声明中强调，上述调整系为遵守CADE要求而作出，但同时警告称这些改变可能给用户带来隐私 和安全风险。"尽管苹果公司将继续努力维持部分防护机制，但这些保障措施无法消除所有潜在威胁。" MercadoLibre对CADE的"努力"表示认可，称其"积极应对了iOS平台在巴西造成的竞争挑战"，但也指出 当前协议"仅 ...

【导读】苹果公司被意大利监管机构罚超9800万欧元 苹果公司再因涉嫌滥用市场支配地位被重罚！ 12月22日，意大利竞争与市场管理局(AGCM)发布的消息显示，苹果公司因滥用市场支配地位，被处以9863.5万欧元的罚款，约合8.1亿元人民币。对此， 苹果公司表示，强烈反对意大利反垄断监管机构的决定，并将提起上诉。 年内苹果多次被罚 值得注意的是，意大利的罚单并非个例。今年以来，苹果公司已多次收到类似罚单，这些罚单的主要原因均与其iOS生态以及App Store规则相关。 应用跟踪透明度政策存在限制竞争行为 意大利竞争与市场管理局表示，经调查认定，苹果公司的应用跟踪透明度政策(ATT)存在限制竞争行为。 意大利竞争与市场管理局指出，自2021年4月起，苹果公司针对iOS设备推行适用于应用商店第三方应用开发者的应用跟踪透明度政策(ATT)，从竞争法层 面判定具有限制性竞争本质。具体来看，第三方应用开发者若要通过苹果ATT弹窗，出于广告推广目的收集并关联用户数据，必须事先获得用户的专项授 权。然而，该弹窗的设计不符合隐私法规要求，导致开发者不得不就同一数据收集目的，向用户重复发起授权申请。 该局认定，应用跟踪透明度政 ...

【导读】苹果公司被意大利监管机构罚超9800万欧元 中国基金报记者 忆山 苹果公司再因涉嫌滥用市场支配地位被重罚！ 12月22日，意大利竞争与市场管理局（AGCM）发布的消息显示，苹果公司因滥用市场支配 地位，被处以9863.5万欧元的罚款，约合8.1亿元人民币。 对此，苹果公司表示，强烈反对意大 利反垄断监管机构的决定，并将提起上诉。 应用跟踪透明度政策存在限制竞争行为 意大利竞争与市场管理局表示，经调查认定，苹果公司的应用跟踪透明度政策（ATT）存在限 制竞争行为。 意大利竞争与市场管理局指出，自2021年4月起，苹果公司针对iOS设备推行适用于应用商店 第三方应用开发者的应用跟踪透明度政策（ATT），从竞争法层面判定具有限制性竞争本质。 具体来看，第三方应用开发者若要通过苹果ATT弹窗，出于广告推广目的收集并关联用户数 据，必须事先获得用户的专项授权。然而，该弹窗的设计不符合隐私法规要求，导致开发者 不得不就同一数据收集目的，向用户重复发起授权申请。 该局认定，应用跟踪透明度政策（ATT）的条款由苹果公司单方面强制推行，损害了其商业合 作伙伴的合法权益。同时，该政策条款的严苛程度，与苹果声称的数据保护目 ...

12月19日周五，Wedbush Securities董事总经理、资深科技分析师Dan Ives做客由华尔街见闻和中欧国际工商学院联合主办的「Alpha峰会」，就全球AI产业 趋势、中美科技竞合以及2026年的投资机遇做出了深度前瞻。 作为华尔街最具影响力的科技股分析师之一，Dan Ives拥有超过25年的从业经验。他以对苹果（Apple）、特斯拉（Tesla）以及微软（Microsoft）等科技巨头 的精准追踪而闻名，被誉为华尔街最坚定的"科技多头"。 当市场在质疑AI估值是否过高时，Dan Ives始终站在前线，用严密的底层逻辑拆解这场"第四次工业革命"。他提出的"AI派对"论和"1995时刻"论，已成为科技投 资者的重要参考指南。 精彩观点： AI派对刚过半： 如果这场AI派对从晚上9点开始，持续到凌晨4点，那么现在才10点半。空头正隔着窗户观望，而多头还在舞池中。 并非泡沫的"1996时刻"： 我认为现在更像是1996年（互联网爆发前期），而非1999年（泡沫破裂前夕）。当时的初创公司靠PPT融资，而现在的AI革命是由拥有万亿资产负债表、年产数千亿 现金流的大型科技公司主导的。 英伟达的"乘数效应"： ...

精彩观点： 12月19日周五，Wedbush Securities董事总经理、资深科技分析师Dan Ives做客由华尔街见闻和中欧国际工商学院联合主办的「Alpha峰会」，就全 球AI产业趋势、中美科技竞合以及2026年的投资机遇做出了深度前瞻。 作为华尔街最具影响力的科技股分析师之一，Dan Ives拥有超过25年的从业经验。他以对苹果（Apple）、特斯拉（Tesla）以及微软（Microsoft） 等科技巨头的精准追踪而闻名，被誉为华尔街最坚定的"科技多头"。 当市场在质疑AI估值是否过高时，Dan Ives始终站在前线，用严密的底层逻辑拆解这场"第四次工业革命"。他提出的"AI派对"论和"1995时刻"论， 已成为科技投资者的重要参考指南。 以下是华尔街见闻整理的精华内容： 谈AI现状：这是一场持续到凌晨4点的派对 1. AI派对刚过半： 如果这场AI派对从晚上9点开始，持续到凌晨4点，那么现在才10点半。空头正隔着窗户观望，而多头还在舞池 中。 2. 并非泡沫的"1996时刻"： 我认为现在更像是1996年（互联网爆发前期），而非1999年（泡沫破裂前夕）。当时的初创公司靠PPT 融资，而现在的AI ...

Core Insights - Microsoft considered selling its Bing search engine to Apple around 2020 to replace Google as the default search engine on iOS devices [1][2] - The discussions between Microsoft and Apple were exploratory and did not progress to deeper negotiations [1] - The ongoing legal battle between the U.S. Department of Justice and Google has renewed interest in the relationship between Microsoft and Apple regarding search engine options [1][2] Group 1: Microsoft and Apple Negotiations - Microsoft executives met with Apple’s Eddy Cue to discuss the potential sale of Bing, but the talks were not serious [1] - Microsoft launched Bing in 2009 to compete with Google but has not gained significant market share, with Bing holding less than 10% of the market [2] - In 2016, Microsoft considered investing billions into Apple to make Bing the default search engine on Apple devices, with discussions between CEOs Satya Nadella and Tim Cook [3] Group 2: Google and Apple Relationship - Google pays Apple between $4 billion and $7 billion annually to remain the default search engine on iPhones and other iOS devices [2] - Eddy Cue testified that Apple uses Google because it is the best available option, countering claims of unfair market dominance [2][3] - The agreement between Apple and Google has been extended, maintaining Google's position as the default search engine for Siri, Spotlight, and Safari [3][4] Group 3: Quality Concerns and Strategic Decisions - Apple’s decision not to acquire Bing was influenced by the substantial revenue from the Google deal and concerns over Bing's quality [3][4] - Apple has previously used Bing for certain services like Siri and Spotlight but reverted to Google in 2017 due to updated revenue-sharing agreements [3] - Eddy Cue indicated that Apple sees no need to develop its own search engine, as Google is perceived as the superior choice [4]

Group 1 - The A-share market showed mixed performance on September 4, with the Shanghai Composite Index down by 0.49%, while sectors such as electric equipment, non-ferrous metals, and social services saw gains [1] - The Consumer Electronics ETF (159732.SZ) rose by 1.58%, with notable increases in component stocks such as Xinwangda (up 6.67%), Lens Technology (up 6.17%), Luxshare Precision (up 5.07%), and others [1] - Global smartphone shipments for Q2 2025 are projected to reach 295 million units, reflecting a year-on-year growth of 1.0%, with Samsung maintaining the top position in shipments, followed by Apple, Xiaomi, Vivo, and Transsion [1] Group 2 - The low-end Android market is under pressure, negatively impacting overall market growth, while the Chinese market has underperformed expectations due to subsidies failing to stimulate demand [1] - IDC has revised its forecast for global smartphone shipment growth in 2025 from 0.6% to 1.0%, primarily driven by an increase in iOS device shipments [1] - Citic Securities research indicates that upcoming product launches from Apple and META, including Apple's edge AI and META's AR glasses, may lead to a new sustainable trend in edge devices and AI ecosystems, particularly benefiting the consumer electronics sector, especially the Apple supply chain [1]

Core Insights - Apple officially joined Xiaohongshu, gaining over 170,000 followers within 24 hours, indicating strong initial engagement [1] - The hashtag Apple入驻小红书 reached the second position on the platform's trending list, with related discussions attracting nearly 35,000 participants [1] - The topic "My Story with Apple" has garnered close to 15 million views, showcasing significant user interest [1] Company Strategy - Apple's entry into Xiaohongshu signifies its deeper commitment to the Chinese social ecosystem, reflecting a strategic move to enhance brand presence in a key market [1] - The high penetration rate of iOS devices among Xiaohongshu users, nearly 50%, suggests a targeted approach to engage a relevant audience [1] User Engagement - The overall engagement around Apple-related topics on Xiaohongshu has reached approximately 700 million views, indicating a robust user-generated content (UGC) ecosystem [1] - The platform's unique digital content ecosystem is highlighted by the active participation and discussions among users, enhancing Apple's brand visibility [1]

Core Viewpoint - Apple's recent WWDC showcased a series of updates related to the integration of artificial intelligence (AI) within its ecosystem, with analysts expressing optimism but noting areas for improvement [1][2][4]. Group 1: Analyst Ratings and Price Targets - Wedbush Securities maintains an "Outperform" rating on Apple with a target price of $270, emphasizing the importance of AI strategy for the future [1]. - Evercore also holds an "Outperform" rating with a target price of $250, indicating that this year is a "transition year" with limited announcements [2]. - Morgan Stanley has an "Overweight" rating with a target price of $235, highlighting the focus on operating system design and user interface unification, while noting the need for more substantial AI progress [4]. - Wells Fargo reiterates an "Overweight" rating with a target price of $245, pointing out the significance of new foundational model frameworks [5][6]. Group 2: AI Integration and Market Sentiment - Analysts from Wedbush believe that Apple is laying the groundwork for a multi-year AI strategy, despite a cautious approach following past missteps [1]. - Evercore's analysts noted that the major announcement related to AI was the opening of foundational AI models on Apple devices, aligning with their pre-event expectations [2][3]. - Morgan Stanley's team suggests that market sentiment is unlikely to shift significantly until more substantial AI advancements are made [4]. - IDC's senior research director stated that delays in personalized Siri features have not impacted Apple's shipment volumes, indicating the brand's strong market presence [7]. Group 3: Overall Analyst Sentiment - Overall, Wall Street analysts have a "Moderate Buy" rating on Apple, with an average target price of $226.94, representing a 12% upside from current levels [7].