随着 iOS 26 的发布，视觉智能的应用边界得到了极大扩展。该功能不再局限于相机取景框，而是通过全新的截图查看器整合进了整个操作系统。用户在 iOS 26 中截取屏幕后，系统会自动调取 AI 能力来处理图片中的信息。例如，将截图中的纯文本网址瞬间转化为可点击的链接，这种体验极大地简化了跨应 用的操作流程。库克之所以在此时高调宣传该功能的成功，或许是因为苹果正准备在未来几个月内将这一技术推向更广阔的硬件平台。 根据 Mark Gurman 的最新爆料，苹果的野心显然不止于 iPhone。预计在今年晚些时候发布的 AirPods Pro 3 高端型号以及苹果首款智能眼镜，都将把视觉智 能作为核心卖点。这两款产品据称都将内置摄像头，以便让 AI 能够实时分析佩戴者周围的物理环境，并提供即时的信息反馈。苹果的目标是将智能眼镜打 造成为纯粹的 Apple Intelligence 设备，让信息流能够根据用户的视线自然流转。 编译/VR陀螺 在近日举行的苹果季度财报电话会议上，首席执行官蒂姆·库克（Tim Cook）明确点名表扬了 Apple Intelligence 的一项核心功能——"视觉智能（Visual Int ...

// 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 ...

Group 1: Technology Sector Developments - Alibaba's "Tongyun Ge" concept integrates "Cloud + AI + Chips" as a strategic support triangle for future technology initiatives, emphasizing AI as a core driver of change in cloud computing over the next decade [2] - ByteDance's CEO Liang Rubo announced the company's 2026 focus on "climbing to new heights," highlighting the importance of AI opportunities and the need to enhance talent density and incentives [5] - Waymo plans to launch fully autonomous ride-hailing services in London by Q4 2023, expanding its operations internationally despite regulatory challenges [7] Group 2: Market and Company News - Guizhou Moutai denied rumors of participating in SpaceX's Series A funding, with its stock closing at 1437.72 yuan per share, up 8.61%, and a market capitalization exceeding 1.8 trillion yuan [3] - Byte's new "Doubao" smartphone is expected to be released in late Q2 2026, with significant improvements over its predecessor, developed in collaboration with ZTE Nubia [4] - Meituan's new "one-shot" verification feature requires new restaurant partners to upload unedited videos showcasing their premises, aimed at enhancing platform integrity [8] Group 3: Industry Collaborations - Black Sesame Intelligence and Baidu's "萝卜快跑" signed a strategic cooperation agreement to develop a collaborative ecosystem for autonomous driving, focusing on technology research and product development [11] - Shanghai Xixi Intelligent Technology completed several million yuan in angel financing, aimed at integrating AI with flexible robotics for food processing solutions [12] Group 4: Consumer Electronics - Apple's iPhone 16 was the best-selling smartphone globally in 2025, with Apple and Samsung dominating the top ten list, holding seven and three positions respectively, indicating strong market leadership [10]

今日热点导览 麦趣尔，被申请破产清算 银河系新发现一颗"潜在宜居"候选行星 白银基金，1月30日全天停牌 2026年春运全社会跨区域人员流动量预计将达95亿人次 好想来回应消费者质疑"称不准" ：新员工操作失误 TOP3大新闻 国铁集团回应"三方平台加价抢票" 1月29日，国铁集团客运部主任朱文忠在国新办新闻发布会上的公开声明："一些第三方平台以各种'抢 票神器'名目，诱导旅客加价抢票。铁路12306客户端是中国铁路唯一官方火车票网络售票渠道，没有与 任何第三方平台合作。"他同时强调，针对第三方平台高频访问对铁路12306系统安全稳定运行构成的严 重冲击，将进一步优化风控系统实行有效识别。 朱文忠直言，"买火车票历来是广大旅客关注的焦点。我们重点抓好四个方面售票组织工作"。一是关注 学生、务工人员及老年人等重点群体的购票需求；二是首次推出互联网误购限时免费退票的新举措；三 是持续优化和改进售票策略；四是确保12306系统平稳运行。（封面新闻） iPhone 16成去年全球最畅销智能手机 1月28日，市场调查机构Counter Point Research发布博文，公布了2025年全球最畅销智能手机榜单，苹果 ...

Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]

Core Insights - The technology sector remains a key growth driver for the U.S. market, with expectations that it will account for nearly half of the S&P 500's earnings growth by 2026, despite a projected decline in overall earnings growth from 9.2% to 5.5% when excluding tech [1] Group 1: Tesla's Financial Performance - Tesla reported Q4 2025 earnings and revenue that exceeded market expectations, but its annual revenue saw a decline for the first time, highlighting challenges in its core automotive business [3] - Q4 2025 total revenue was approximately $25.7 billion, down about 3% year-over-year, with automotive revenue declining 11% to $17.7 billion [3] - For the full year 2025, Tesla's total revenue decreased from $97.7 billion in 2024 to $94.8 billion, a drop of 3%, attributed to reduced vehicle deliveries and declining regulatory credit income [3] Group 2: Meta and Microsoft's Earnings - Meta and Microsoft both reported revenues that exceeded expectations, but their stock market reactions were markedly different, with Microsoft shares dropping over 6% while Meta shares rose nearly 9% [5] - Meta's capital expenditures reached $22.1 billion in Q4 2025, totaling $72.2 billion for the year, a significant increase from $39.2 billion in 2024, with revenues of $59.89 billion for the quarter and $200.1 billion for the year [11] - Microsoft reported a record high capital expenditure of $37.5 billion in Q2 2026, a 66% year-over-year increase, with revenues of $81.3 billion, a 17% increase, but concerns arose regarding the sustainability of growth relative to its high spending [11][12] Group 3: Apple's Upcoming Earnings - Apple is set to release its earnings report, with analysts expecting a revenue increase of approximately 11.1% to between $138.1 billion and $138.4 billion for the upcoming quarter [14] - The previous quarter saw Apple generate $102.5 billion in revenue, a 7.9% year-over-year increase, slightly above Wall Street expectations [14] - Despite positive earnings expectations, Apple's stock has only risen 7.8% over the past 52 weeks, underperforming the S&P 500 and tech sector ETFs [15]

今日市场研究机构Counterpoint更新了2025年全球智能手机市场数据，统计了2025年全球最畅销的10大单品，来看看都是哪几款机型上榜~ 如上图所见，Counterpoint统计的2025年全球十大畅销智能手机依次是❶iPhone 16 ❷iPhone 16 Pro Max ❸iPhone 16 Pro ❹iPhone 17 Pro Max ❺三星Galaxy A16 5G ❻三星Galaxy A06 4G ❼iPhone 17 ❽iPhone 15 ❾三星Galaxy S25 Ultra ❿iPhone 16e。苹果和三星瓜分TOP10，苹果有7款，三星则有3款上榜。 值得注意的是，iPhone 17系列发布于2025年9月，2025年周期内才上市不到四个月，就拿下第4和第7；单摄的iPhone 16e居然也有跻身TOP10，不知道这里 面有没有大家在用的？ 作为补充，上图是Counterpoint统计的2024年和2023年全球十大畅销手机份额，可以看到销冠分别是iPhone 15和iPhone 14，而2025年销冠同样是iPhone标 准版——iPhone 16，但目前2025年榜单中新款iP ...

Group 1 - The core point of the article is that Apple's iPhone 16 is projected to be the best-selling smartphone globally in 2025, with Apple and Samsung continuing to dominate the top ten smartphone sales for the fourth consecutive year [1][3]. - In the top ten global smartphone sales for 2025, Apple occupies 7 positions while Samsung holds 3, collectively contributing to 19% of the total global smartphone sales for the year [3]. - The strong performance of the iPhone series is attributed to robust demand in key markets such as the US, China, and Western Europe, with the iPhone 17 series seeing an 11% increase in sales compared to its predecessor [3]. Group 2 - The iPhone 17 standard model has gained attention for significantly narrowing the configuration gap with the Pro series by offering a high refresh rate screen and increased base storage, making it one of the standout models of the year [3]. - The newly launched iPhone 16e has achieved stable sales in Japan and the US, supporting Apple's efforts to expand its market share due to its accessible price point [3]. - Samsung's Galaxy A16 5G has emerged as the best-selling Android smartphone in 2025, showcasing a balanced hardware and software configuration, while its flagship S series has maintained a position in the global top ten for the second consecutive year [3]. Group 3 - The report predicts that a global shortage of storage chips will lead to price increases for related products, significantly impacting the price-sensitive mid-to-low-end smartphone market, particularly in emerging markets like the Middle East, Africa, and Latin America [4]. - As a result of these market dynamics, flagship models with technological advantages and brand premium capabilities are expected to see an increase in their sales share globally [4].

NEWS ◆ 苹果新动向 分析师 Harshit Rastogi 指出，主要得益于美国、中国和西欧市场的强劲需求，iPhone 17 系列在上市后 的首个完整季度中，销量较前代产品增长了 11%。 特别是 iPhone 17 标准版，因配备了高刷新率屏幕和起步存储空间，缩小了与 Pro 系列的差距，成为年 度表现最突出的机型。 此外，2025 年新推出的 iPhone 16e 凭借其较低的生态准入门槛，在日本和美国市场表现稳定，为苹果 贡献了额外的销量份额。（新闻来源：IT之家） 苹果 macOS 版 iWork 全家桶办公应用旧版停更，用户需重新下载 Apple Creator Studio 新版 CounterPoint：苹果 iPhone 16 成为 2025 年全球最畅销智能手机 1 月 29 日消息，市场调查机构 CounterPoint Research 昨日（1 月 28 日）发布博文，公布了 2025 年全球 最畅销智能手机榜单，苹果 iPhone 16 荣登榜首。 苹果与三星连续第四年垄断了全球销量前十的榜单，在 2025 年榜单中，苹果占据 7 个席位，三星占据 3 个席位。这十款热门机型 ...

Core Insights - Apple's first-quarter fiscal 2026 results are anticipated to show strong performance driven by robust iPhone 17 sales, with expectations of double-digit growth in iPhone sales year over year [1][11] - The Services segment is projected to grow significantly, benefiting from a strong installed device base and subscriber growth across various services, including Apple TV+ [4][6][11] - Mac sales are expected to see modest growth, while iPad sales are forecasted to increase [7][12][11] iPhone Sales - iPhone sales are expected to reach $78.03 billion in the first quarter, indicating approximately 13% year-over-year growth, supported by strong iPhone 17 and iPhone 16 shipments in key markets [2][11] - In the fourth quarter of fiscal 2025, iPhone sales accounted for 47.8% of net sales, with a year-over-year increase of 6.1% to $49.03 billion [1] Services Growth - The Services business is estimated to generate $30 billion in the first quarter, reflecting a 14% year-over-year growth, driven by offerings like Apple TV+, Apple Pay, and Apple Music [6][11] - Apple TV+ is gaining traction due to a strong content portfolio, despite competition from major players like Disney and Netflix [4] Mac and iPad Sales - Mac sales are projected to grow by only 0.9% year over year, with net sales estimated at $9.07 billion [9][11] - iPad revenues are expected to increase by 5%, with net sales estimated at $8.49 billion, benefiting from new product launches [12][11]