以下文章来源于正商参阅 ，作者枫叶 正商参阅 . 原《政商参阅》，做价值的传播者！连续两届获评胡润年度影响力财经自媒体、21世纪经济报道年度传 播力财经自媒体、新浪财经、经济观察报年度影响力财经自媒体、新榜年度社会关注新媒体荣誉奖等。 ---------------------------------- 作者：枫叶 来源：正商参阅（ID:zhengshangcanyue） 天下苦微软久矣！ 当年， Windows 的一家独大，让微软凭着版权赚得盆满钵满。可垄断并不是技术的进步，反而 是社会生态的倒退。 缺乏竞争对手的 Windows ，近些年来备受诟病，界面设计混乱、动画卡顿、内存占用高、深色 模式适配等问题不断，另外还有强制更新可能导致蓝屏、驱动丢失或设置被重置等风险，更别说 Windows 11 取消对安卓生态兼容后，进一步引发不满，不少用户因无法忍受其诸多问题而选择 切换到其他操作系统。 有数据显示， 过去 3 年， Windows 的用户流失了 4 亿，损失了 30% 以上。 作为微软的王牌产品， Windows 的羸弱表现直接影响到了其内部稳定，恰逢 AI 热潮袭涌，裁 员就成了微软应对变革的第一反 ...

Investment Rating - The report maintains a "Weaker than Market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market experienced narrow fluctuations with most sectors declining, as the S&P 500 fell by 0.3% and the Nasdaq by 0.1% [3] - There were 8 sectors that increased while 16 sectors decreased, with notable gains in Energy (+2.6%), Semiconductor Products and Equipment (+2.4%), and Transportation (+1.2%) [3] - Conversely, sectors that saw significant declines included Telecommunications (-4.8%), Insurance (-2.6%), and Banks (-2.5%) [3] Summary by Sections Market Overview - The S&P 500's estimated fund flow was -$5.7 billion this week, a decrease from the previous week's +$23.4 billion, with a total of +$216.4 billion over the last 13 weeks [4] - Fund inflows were observed in 11 sectors, with Semiconductor Products and Equipment leading at +$17.2 billion, followed by Transportation (+$6.0 billion) and Energy (+$4.1 billion) [4] - Sectors experiencing fund outflows included Software and Services (-$15.9 billion) and Automotive and Parts (-$8.2 billion) [4] Earnings Forecast - The dynamic F12M EPS forecast for S&P 500 constituents was adjusted upward by 0.3%, following a 0.2% increase the previous week [5] - Earnings expectations were raised for 21 sectors, with the highest adjustments in Integrated Finance (+0.8%), Automotive and Parts (+0.8%), and Semiconductor Products and Equipment (+0.8%) [5] - Three sectors saw downward revisions, notably Healthcare Equipment and Services (-1.0%) and Telecommunications (-0.2%) [5] Price Performance - The Energy sector recorded a price return of +2.6% this week, while the Telecommunications sector saw a decline of -4.8% [15] - Over the past 52 weeks, the Energy sector has increased by 5.1%, while the Telecommunications sector has decreased by 4.0% [15] - The Semiconductor Products and Equipment sector has shown a remarkable increase of +48.0% over the past 13 weeks [15] Fund Flow Analysis - The Industrial sector led with a net fund inflow of $781 million this week, followed by Energy with $409 million [19] - The Semiconductor Products and Equipment sector also saw significant inflows of $1.716 billion, indicating strong investor interest [19] - In contrast, the Software and Services sector experienced the largest outflow of -$1.594 billion [19]

因为相比其它系统错误，蓝屏会直接导致系统重启，而且突发性极强，用户根本没时间保存正在操作的文件。所以大家都不待见蓝屏这个熟悉的老面孔。 甚至有人说每次看到系统蓝屏那一瞬间仿佛心脏骤停。 老狐自己也试过因为电脑蓝屏导致一晚上的 PPT 白写了，那感觉，你们懂的。但现在，关于蓝屏这事儿可能出现了转机。 好消息：已有 40 年历史的蓝屏要和我们说再见了！ 坏消息：蓝屏变黑屏了，死机重启都还在，一个不少！ Windows 操作系统无疑是全球范围内使用最广泛的操作系统，虽然苹果的 Mac 系统也很优秀，然而 Windows 超过 70% 的市场占有率说明了一切。 但这也并不能说明 Windows 系统就是最稳定，最好用的。相反，Windows 系统有时候会出现一些莫名其妙的错误导致系统崩溃或者卡顿，就很烦人！ 总之，相比于苹果的 Mac 系统，Windows 系统的稳定性确实不咋地。但你非要是问老狐 Windows 系统中最让人抓狂的问题那绝对是蓝屏！相信每个用过 Windows 的人对蓝屏都不陌生。 而最新的黑屏界面长这样： 其实微软最近做了个特别无聊的决定：在最新内测版本的 Windows 11 24H2 版本中微 ...

Core Insights - The technology sector is highly profitable, with many companies generating reliable recurring revenues through subscriptions and strong demand for products [1] Company Summaries Apple - Apple generated $167 billion in sales from its products and $53 billion from subscription services in the first half of the year [3] - The company produced $24 billion in operating cash flow in Q2 and returned $29 billion to shareholders through dividends and share repurchases [4] - Apple has over $132 billion in cash and equivalents, recently increasing its dividend by 4% and launching a $100 billion share repurchase program [4] Alphabet - Alphabet generated over $90 billion in revenue in Q1 from online advertising, subscriptions, and cloud services [5] - The company produced nearly $19 billion in free cash flow in Q1 and $75 billion over the last 12 months, returning $1.2 billion in dividends and repurchasing over $15 billion in stock [6] - Alphabet's cash and equivalents rose to nearly $134 billion, with a recent 5% dividend increase and a $70 billion share repurchase program [6] Microsoft - Microsoft reported over $70 billion in revenue in Q3 of fiscal 2025 from various services including Azure and AI [8] - The company generated nearly $94 billion in net cash from operations in the first nine months of fiscal 2025, returning about $18 billion in dividends and $14 billion in stock repurchases [9] - Microsoft ended the period with almost $80 billion in cash and equivalents, having increased its dividend by 10% and approved a $60 billion share repurchase program [9] Meta Platforms - Meta generated over $41 billion in advertising revenue in Q1, along with additional revenue from its apps and Reality Labs [10] - The company produced more than $10 billion in free cash flow and returned almost $15 billion to shareholders through stock repurchases and dividends [11] - Meta's cash balance stood at $70 billion, indicating strong financial health [11] Nvidia - Nvidia generated $44.1 billion in revenue in Q1, a 69% increase year-over-year, driven by a 73% surge in sales to data center customers [12] - The company produced over $27 billion in cash flow from operations, a 79% increase from the previous year, returning $14.3 billion to shareholders [13] - Nvidia's cash balance increased to $53.7 billion, with a 150% dividend hike last year and a $50 billion increase in its stock repurchase program [13] Industry Overview - Large technology companies are generating substantial recurring revenues from subscriptions and advertising, allowing them to return significant cash to shareholders through growing dividends and share repurchase programs [14]

Just pressing “delete” and emptying the Trash in macOS or the Recycle Bin in Windows won’t do the trick.Here’s a step-by-step guide: 🔗 https://t.co/h2cipbIPYh https://t.co/6WIV1Om94k ...

以下文章来源于蓝点网 ，作者山外的鸭子哥 蓝点网 . 科技资讯、软件工具、技术教程，尽在蓝点网。蓝点网，给你感兴趣的内容 #系统资讯 微软开始打击盗版激活工具？但似乎是修改的授权代码有 BUG 导致激活工具异常。MAS 团队日前发文宣布 TSforge ZeroCID 激活方式暂停，原因是微软上半年修改激活方式时似乎无意中引入了 BUG，这个 BUG 目前已经覆盖 到 Windows 11 所有通道。查看全文：https://ourl.co/109720 知名系统激活工具 MAS 开发团队日前发布博文宣布 TSforge ZeroCID 激活机制暂停使用，原因是目 前该机制无法顺利激活 Windows 10/11，至于问题的发生原因似乎是微软修改代码出现错误。 2025 年 2 月份时 MAS 团队宣布名为 TSforge 的激活方式，这种激活方式可以无损永久激活 Windows 10/11，但可能由于消息流传的比较广因此到 3 月份微软就在 Windows Insider 版中修改 代码封堵了这种激活方式。 当 然 这 对 用 户 激 活 实 际 上 没 有 太 大 的 影 响 ， TSforge 已 经 ...

Key Takeaways Global PC shipments rose 6.5% in Q2 2025, driven by commercial upgrades and Windows 10 phase-out. AAPL posted the highest growth among top vendors, with Q2 shipments jumping 21.6% to 6.2 million units. New U.S. tariffs and inflation raise uncertainty, though AI PCs offer fresh demand potential.The global PC market showed signs of robust traction in the second quarter of 2025, with shipments increasing 6.5% year over year to 68.4 million units, according to the data compiled by International ...

Whether you agree with the practice or not, Congressional leaders trade stocks. In fact, interest in what stocks members of Congress are trading is so high that MarketBeat provides investors with Congressional trading data as a free service. Microsoft TodayMSFTMicrosoft$503.51 +6.89 (+1.39%) 52-Week Range$344.79▼$506.78Dividend Yield0.66%P/E Ratio38.91Price Target$527.36Add to WatchlistOne thing that may surprise, and perhaps disappoint, investors is how predictable the list of most traded stocks is. It’s ...

IDC全球移动设备追踪部门研究副总裁让·菲利普·布沙尔表示，尽管美国市场因关税政策面临需求放缓 压力，但全球其他地区需求依然旺盛，旧设备更新换代与Windows 11系统升级潮共同推动了市场增 长。 联想在全球供应链管理方面的优势日益凸显。在权威机构Gartner发布的Top 25全球供应链排名中，联想 位居第八，较去年提升2位，超越沃尔玛、宝马等跨国企业，成为唯一入榜的亚太高科技制造企业。 凤凰网科技讯 7月10日，IDC最新发布的《全球季度个人计算设备追踪报告》显示，2025年第二季度全 球PC出货量达6840万台，同比增长6.5%，延续了市场回暖趋势。联想以1697万台的出货量和24.8%的市 场份额位居全球首位，同比增长15.2%，增速显著超越行业平均水平。 数据显示，联想的市场份额较去年同期提升近2个百分点，创下历史新高。相比之下，排名第二的惠普 出货量为1410万台，同比仅增长3.2%，市场份额为20.7%，较去年同期下降0.7个百分点。戴尔位列第 三，出货量980万台，同比下降3.0%，市场份额为14.3%，同比下滑1.4个百分点。 分析认为，联想的强劲表现得益于其"中国+N"的全球化制造布局和 ...

微软公司在2024年10月发布消息称，Windows10标准版本将于2025年10月14日结束支持。 | Company | 2Q25 Shipments | 2Q25 Market | 2Q24 Shipments | 2Q24 Market | 2Q25/2Q24 Growth | | --- | --- | --- | --- | --- | --- | | | | Share | | Share | | | 1. Lenovo | 17.0 | 24.8% | 14.7 | 23.0% | 15.2% | | 2. HP Inc | 14.1 | 20.7% | 13.7 | 21.3% | 3.2% | | 3. Dell Technologies | 0.8 | 14.3% | 10.1 | 15.7% | -3.0% | | 4. Apple | 6.2 | 9.1% | 5.1 | 8.0% | 21.4% | | 5. ASUS | 4.9 | 7.2% | 4.2 | 6.6% | 16.7% | | Others | 16.3 | 23.9% | 16.3 | 25.4% | 0.1% ...