站长之家（ChinaZ.com）2月27日 消息:苹果公司CEO库克在社交平台发文称:"下周会很热闹，一切从 北京时间下周一晚间拉开序幕。"此番言论引发广泛关注，业界普遍认为，这预示着苹果春季新品发布 潮即将来袭，且可能以每日公布一款新品的节奏持续更新。 据可靠消息，此次苹果新品阵容强大，涵盖iPhone17e、低价MacBook、iPad12以及iPad Air8等多款产 品。其中，iPhone17e预计将搭载A19芯片，这或成为其唯一显著升级点。 爆料显示，该机型将沿用上代外观模具，屏幕等核心规格保持不变，配备京东方提供的6.1英寸OLED面 板，屏幕刷新率维持在60Hz。价格方面，国行版预计维持4499元的定价策略，若叠加当前补贴政策， 起步价有望下探至3999元。 在众多新品中，低价MacBook无疑是最受瞩目的焦点。据透露，该机型海外起售价预计在599-799美元 之间，国行版本则有望下探至4000元档位，成为苹果历史上价格最为亲民的笔记本电脑。其最大亮点在 于首次搭载了与iPhone同款的A系列芯片——A18Pro，该芯片采用第二代3nm工艺打造，拥有6核CPU、 6核GPU以及16核神经引擎，性 ...

Swiss watchmakers survived the quartz revolution. Now strategists say Apple, Coca-Cola, and other top consumer brands could prove resilient against AI disruption thanks to strong emotional loyalty. ...

Partnership Overview - Apple and Netflix have formed a partnership to co-broadcast the Formula 1 Canadian Grand Prix, allowing U.S. fans to watch the live race on both platforms simultaneously [1] - Netflix subscribers will have access to the full race weekend, including practice, qualifying, and the Grand Prix on May 24 [1] Content Promotion - The partnership includes cross-promotion of Netflix's series "Drive to Survive," with the eighth season available to Apple TV subscribers in the U.S. and Netflix users globally, expanding its audience significantly [2] - Season 8 of "Drive to Survive," which covers the 2025 Formula One World Championship, premiered on February 27 [2] Cultural Impact - Formula 1's popularity in American culture is growing, highlighted by Brad Pitt's F1 film being nominated for Best Picture at the Academy Awards [3] - "Drive to Survive" has attracted a diverse audience, transforming the sports docuseries format and bringing in millions of new fans [3] Broader F1 Strategy - Apple's broader ambitions in F1 include promoting the sport across various platforms such as Apple News, Apple Maps, Apple Music, and Apple Fitness+, as well as in retail stores [4] - Netflix is expanding into live sports broadcasting, having previously shifted from a "no-sports" stance to acquiring rights for major events like NFL Christmas games and WWE Raw [4] Financial Aspects - The partnership is part of Apple's multi-year deal with Formula 1, where Apple TV replaces ESPN as the exclusive U.S. broadcaster for all 24 races, valued at approximately $150 million per season, up from ESPN's $85 million [6] - The previous partnership with ESPN achieved an average viewership of 1.3 million in its final year [6]

The U.S. stock market is facing significant downward pressure during midday trading this Friday, February 27, 2026. Investors are navigating a "perfect storm" of negative catalysts, ranging from a surprisingly hot wholesale inflation report to escalating geopolitical tensions in the Middle East. The bearish momentum that began at the opening bell has intensified as the morning progressed, with all three major indexes trading deep in negative territory.Major Market Indexes and Midday MomentumAs of midday, th ...

Core Insights - Major tech companies are investing heavily in AI data centers, with five companies allocating approximately $700 billion for capital expenditures by 2026, raising concerns among investors about such high spending [1] - In contrast, Apple has spent only $12 billion on capital expenditures last year and is expected to maintain a similar budget for 2026, which may positively influence its earnings per share and stock performance [2] Group 1: Company Performance - Apple is recognized for its ability to produce market-leading products without being at the forefront of technology, positioning itself as a safe haven amid the competitive AI landscape [6] - Despite being perceived as a laggard in AI, Apple’s consumer products remain in demand, and the company does not require significant capital to maintain their market presence [7] Group 2: Sales and Demand - iPhone sales increased by 23% year-over-year last quarter, with a notable 38% growth in China, indicating strong demand [8] - Apple is currently facing supply constraints due to increased chip demand from Taiwan Semiconductor Manufacturing Company (TSMC) and the memory chip market, which may modestly impact gross margins in the upcoming quarters [8] Group 3: Future Prospects - The anticipated revamp of Siri, featuring generative AI capabilities and improved app integration, could further boost demand for Apple products, potentially leading to a significant upgrade cycle [9]

Core Viewpoint - Apple, traditionally seen as a dominant force in supply chain management, is now facing significant challenges due to a global shortage of memory chips, forcing the company to adapt its negotiation strategies with suppliers like Samsung [1][3]. Group 1: Supply Chain Dynamics - Apple is currently engaged in intense negotiations with Samsung to secure memory chips for the upcoming iPhone 17 series, with executives reportedly stationed in South Korea for direct discussions [3]. - Initially, Samsung planned to increase prices by approximately 60%, but later proposed a staggering 100% price hike, effectively doubling the cost [4]. - Contrary to expectations, Apple accepted the price increase without significant negotiation, indicating a deep-seated fear of supply disruptions [6]. Group 2: Market Conditions - The memory chip market is experiencing extreme price volatility, with the cost of a 12GB LPDDR5X memory chip rising from $25-$29 in early 2025 to $70 by the end of the same year [6]. - Industry analysts predict that contract prices for ordinary DRAM will increase by 55% to 60% in Q1 2026, while flash memory prices are expected to rise by over 30% [8]. - The surge in demand for high-end memory chips, driven by AI applications, has led to a decrease in the production of standard LPDDR memory, exacerbating supply shortages [8]. Group 3: Financial Implications - Apple's decision to accept the price increase reflects its substantial cash reserves, allowing it to absorb the costs without immediate financial strain [10]. - However, the increased costs are likely to be passed on to consumers, with potential price hikes for higher storage versions of the iPhone 17, possibly ranging from several hundred to over a thousand dollars [10].

记者丨刘雪莹 吴斌 编辑丨曾静娇 北京时间2月27日晚，美股三大指数集体走低，三大指数均跌超1%。 大型科技股多数下跌，截至22:42，甲骨文、赛富时跌超4%；美股科技七巨头全线飘绿，英伟达、微软 跌超2%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 苹果(APPLE) | 269.160 | -1.39% | | 亚马逊(AMAZON) | 206.240 | -0.81% | | 谷歌(ALPHABET)-C | 306.280 | -0.28% | | 脸书(META PLATFORMS) | 641.605 | -2.34% | | 微软(MICROSOFT) | 393.080 | -2.15% | | 英伟达(NVIDIA) | 180.740 | -2.24% | | 特斯拉(TESLA) | 403.905 | -1.14% | 半导体股集体走低，费城半导体指数领跌市场，蓝博士半导体跌超5%，博通、格芯跌超2%。 云基础设施提供商CoreWeave跌超17%，创去年8月以来最大跌幅，巨额资本开支引发投资者担 忧。 多邻国股价一度跌22%，创下2023年2月 ...

科技股普跌，甲骨文跌超4%，闪迪、博通跌超3%，英伟达、微软、美光科技跌逾2%，英特尔、特斯拉 等跌超1%。 | 名称 | 涨跌幅 ▲ | 坝价 | | --- | --- | --- | | 甲骨文(ORACLE) | -4.16% | 144.060 | | 博通(BROADCOM) | -3.43% | 310.655 | | 闪进 | -3.04% | 632.100 | | 英伟达(NVIDIA) | -2.50% | 180.269 | | 超威半导体(AMD) | -2.55% | 198.480 | | 微软(MICROSOFT) | -2.38% | 392.150 | | 美光科技(MICRON TECHNOLOGY) | -2.38% | 405.655 | | 英特尔(INTEL) | -1.88% | 44.607 | | 西部数据(WESTERN DIGITAL) | -1.87% | 276.970 | | 高通(QUALCOMM) | -1.74% | 143.060 | | 特斯拉(TESLA) | -1.66% | 401.780 | | 苹果(APPLE) | -1.29 ...

The standoff between Anthropic and the Department of Defense escalated on Thursday when the artificial intelligence startup's CEO, Dario Amodei, said the company would cut ties with the government rather than lift restrictions on its AI model's usage. "We cannot in good conscience accede to their request," Amodei wrote in response to the Defense Department's demands to use the AI model for "all lawful purposes." The government has given Anthropic until 5:01 p.m. on Friday to answer its request to use mode ...

Market Overview - Global wearable device shipments surpassed 200 million units in 2025, marking a 6% year-on-year growth [1] - The market is experiencing increased consolidation among top vendors, with Xiaomi leading at 18% market share, followed by Apple at 17% and Huawei at 16% [1][5] Competitive Landscape - The competition in the wearables market is shifting from hardware-driven to ecosystem-led, emphasizing cross-device integration and monetizable data services [2] - Xiaomi's growth is attributed to a multi-category strategy, while Apple maintains a premium position through advanced health features and 5G connectivity [2] - Huawei is focusing on professional sports and medical-grade health applications to strengthen its market presence [2] Revenue Models - AI and subscription services are becoming essential revenue drivers, transforming from optional features to critical components for growth and profitability [3] - Subscription services are increasingly vital for vendors with higher-priced portfolios, providing a buffer against hardware margin compression due to rising component costs [3] Future Outlook - The global wearables market is expected to see modest single-digit growth in 2026, driven by advancements in on-device AI and demand for professional-grade health management [4] - Key physiological metrics, such as blood glucose and blood pressure monitoring, will be crucial for growth among leading smartwatch vendors [4] - Smartwatches are projected to show the strongest momentum, integrating advanced sensing and AI analytics for enhanced ecosystem connectivity [4]