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下周资本市场大事提醒:中美将举行经贸磋商机制首次会议 美国将公布5月CPI数据
news flash· 2025-06-08 14:02
Group 1 - The first meeting of the China-US economic and trade consultation mechanism will be held from June 8 to 13, with Chinese Vice Premier He Lifeng visiting the UK at the invitation of the British government [1] - The People's Bank of China will release data on social financing scale, new RMB loans, and various monetary aggregates for May [1] - The National Bureau of Statistics will announce the Consumer Price Index (CPI) and Producer Price Index (PPI) for May on June 9 [1] Group 2 - A total of 44 companies will have their restricted shares unlocked next week, amounting to 2.229 billion shares with a total market value of 47.691 billion yuan based on the closing price on June 6 [2] - The central bank will have 930.9 billion yuan in reverse repos maturing next week, with specific amounts maturing each day [2] - The Shanghai International Film Festival will take place from June 13 to 22 [2] Group 3 - The G7 summit will be held from June 15 to 17 in Alberta, Canada, with US President Trump attending [2] - Apple's Worldwide Developers Conference (WDC2025) will be held online from June 10 to 14, featuring the release of new operating systems [2] - The Federal Reserve will publish the US Quarterly Financial Accounts report on June 13 [2]
WWDC在即,苹果如何顶住AI压力?
3 6 Ke· 2025-05-26 00:00
Group 1: WWDC 2025 and Software Updates - The upcoming WWDC 2025 is expected to unveil new operating systems including iOS 19, macOS 16, iPadOS 19, watchOS 12, tvOS 19, and visionOS 3, but significant AI news may be limited [2] - The theme of WWDC 2025 will focus on visual consistency and a major redesign of the user interface, marking the most significant change since iOS 7 in 2013 [5] - iPadOS is anticipated to improve multitasking and application window experiences, with a macOS-like menu bar being introduced [10][11] Group 2: AI Developments and Challenges - Apple is focusing on subtle AI enhancements rather than replacing existing operating systems, with plans for a new AI-powered health application called "Project Mulberry" [6] - Siri's upgrade has been delayed, with expectations of limited updates this year, and a new search bar design in iOS 19 [8] - Apple is developing an AI desktop robot, with a low-end version expected to launch by the end of the year, although delays are anticipated due to issues with Siri [18][21] Group 3: Market and Competitive Landscape - Apple's technology innovation has stagnated, falling behind competitors like Google and Microsoft in the AI space, raising concerns about its future leadership in the tech industry [2][23] - The company faces potential price increases for iPhones due to a proposed 25% tariff on devices produced outside the U.S., which could impact its market position [13][15] - Apple is at a crossroads, recognizing the need for transformation to maintain its competitive edge in a rapidly evolving tech landscape [24]