当地时间2月24日，美股三大指数集体上涨，纳斯达克指数涨逾1%，大型科技股多数上涨，特斯拉、苹 果、亚马逊、微软、英伟达、META均上涨，谷歌-C小幅下跌。 热门中概股多数上涨，纳斯达克中国金龙指数上涨1.37%。现货黄金、现货白银价格均跌逾1%，国际原 油价格下跌。 美股三大指数均上涨 当地时间2月24日，美股三大指数集体上涨，道琼斯工业指数、纳斯达克指数、标普500指数分别上涨 0.76%、1.04%、0.77%。欧洲主要股指涨跌不一。 大型科技股多数上涨，美国科技七巨头指数上涨1.08%，特斯拉上涨2.39%，苹果上涨2.24%，亚马逊上 涨1.60%，微软上涨1.18%，英伟达上涨0.68%，META上涨0.32%，谷歌-C下跌0.25%。 消息面上，当地时间2月24日，苹果举行线上年度股东大会，苹果首席执行官蒂姆·库克和即将卸任的总 法律顾问Kate Adams主持会议。在会议召开前，苹果提请股东批准与高管薪酬及董事会相关的提案，并 确认安永会计师事务所为公司的独立审计机构。 银行股多数下跌。摩根大通下跌0.08%，高盛集团、摩根士丹利涨逾1%，花旗集团、美国银行跌逾 1%，富国银行下跌0.70%。 ...

*Anthropic新产品提振软件股 *AMD与Meta达成芯片协议 *中概股多数走高 美国股市周二收高，科技股领涨。市场对人工智能前景的热情重新升温，暂时盖过了此前关于该技术可能对多个行业造成颠覆的担忧。 道琼斯工业指数上涨370.44点，涨幅0.76%，收于49174.50点；标普500指数上涨52.32点，涨幅0.77%，收于6890.07点；纳斯达克综合指数上涨236.41点，涨 幅1.05%，收于22863.68点。 标普500指数板块中，非必需消费品板块和科技板块涨幅居前，医疗保健板块表现最弱。 DocuSign股价上涨2.6%，此前Anthropic表示其Claude Cowork现在可以连接到DocuSign以及企业现有的其他工具，如Drive和Gmail。此举让投资者感到乐 观，认为人工智能或许能够弥补软件公司，而非取代它们。 这种乐观情绪也延伸到了软件领域的其他板块。赛富时和ServiceNow的股价分别上涨了4.1%和1.7%。iShares扩展软件与技术行业ETF上涨2%。 FactSet上涨5.9%，汤森路透美股上涨11.5%，Salesforce上涨4.1%，成为道指涨幅居前个股之 ...

美国股市周二收高，科技股领涨。市场对人工智能前景的热情重新升温，暂时盖过了此前关于该技术可能对多个行业造成颠覆的担忧。 道琼斯工业指数上涨370.44点，涨幅0.76%，收于49174.50点；标普500指数上涨52.32点，涨幅0.77%，收于6890.07点；纳斯达克综合指数上涨236.41点，涨 幅1.05%，收于22863.68点。 【热门股表现】 苹果上涨2.24%，苹果公司周二宣布，将大幅扩建其在休斯顿的工厂运营，首次将Mac mini带到美国本土进行生产。 *Anthropic新产品提振软件股 *AMD与Meta达成芯片协议 *中概股多数走高 周一因冬季风暴重挫的航空和旅游板块强劲反弹，涨幅约2.9%。道指成分股家得宝上涨2.0%，此前公司第四季度业绩超预期并维持全年财测。 热门中概股多数上涨，纳斯达克中国金龙指数上涨1.37%。阿里巴巴上涨0.23%，拼多多上涨1.06%，网易上涨0.73%，京东上涨1.07%，携程上涨1.59%，腾 讯音乐上涨1.77%，理想汽车上涨1.30%，贝壳上涨1.18%，小鹏汽车大涨6.78%。百度下跌0.23%，中通下跌0.14%，富途控股下跌1.89%，蔚来持 ...

Core Viewpoint - Apple has acquired assets from invrs.io and hired its sole employee, the founder Martin Schubert, to enhance its capabilities in photonics research and AI-assisted design [1][3]. Group 1: Acquisition Details - Apple informed the EU in October of last year about the acquisition of certain assets from invrs.io LLC, which focuses on developing an open-source framework for photonics research [3]. - The acquisition includes hiring Martin Schubert, who previously worked as a research scientist at Meta and has over a decade of experience at Google and Micron Technology [3]. Group 2: Company Focus and Goals - invrs.io aims to advance AI-assisted design, initially focusing on the optical field, which is crucial for components in AR/VR devices, data centers, and autonomous vehicles [3][4]. - The company is building an open ecosystem for AI scientists, optimization algorithm researchers, and optical design engineers, featuring various open-source projects including standardized design tasks and optimization tools [3]. Group 3: Potential Applications - It remains unclear how Apple plans to utilize these tools and what specific role Schubert will play within the company [4]. - Photonics is closely related to many of Apple's products, including camera systems, displays, sensors, and LiDAR scanners, with invrs.io's tools potentially aiding in the design of future iPhone, iPad, and Apple Vision Pro models [4].

Core Insights - The discussion centers around the performance and outlook of major tech companies, particularly Nvidia, Tesla, and the so-called "Magnificent Seven" (Mag-7) stocks, which include Apple, Microsoft, Meta, Google, Amazon, and Nvidia. The sentiment is cautious, with a focus on the potential for volatility in the market and the importance of strategic investment decisions. Group 1: Nvidia and Market Sentiment - Nvidia's upcoming earnings report is anticipated with uncertainty, as past earnings have not consistently led to stock price increases despite strong performance [4][5][20] - The speaker has reduced their Nvidia position, citing a lack of confidence in the stock's ability to maintain upward momentum post-earnings [6][22] - The overall market sentiment indicates that while 60% of S&P 500 stocks are outperforming the index, the Mag-7 stocks have seen pullbacks, suggesting a potential shift in market dynamics [7] Group 2: Analysis of Major Tech Companies - Apple is viewed as having the best risk-reward profile in the market, with expectations of steady returns through buybacks, although it may not double in value [8][60] - Microsoft is compared to Exxon in terms of forward P/E ratios, with a preference for holding Microsoft due to its growth potential [8][13] - Meta is seen as a strong contender in the AI space, with a recommendation to buy if the stock price falls below $620 [9] Group 3: Memory and Semiconductor Sector - The memory market is experiencing significant price increases, with prices for SanDisk memory cards reportedly doubling over the last 90 days due to supply constraints [25][29] - The speaker believes that the memory bottleneck will persist, contrary to some analysts who predict an expiration date for this issue [26] - Companies like Seagate, Western Digital, and Micron are highlighted as potential investment opportunities within the memory sector [27][29] Group 4: Energy Sector Insights - The energy sector has shown strong performance, with a 23% increase year-to-date, and specific companies like Devon Energy and Schlumberger are recommended for their solid fundamentals [30][32] - The speaker emphasizes the importance of dividends and low debt in selecting energy stocks, with MPLX highlighted for its attractive yield [33] Group 5: Investment Strategy and Tools - The use of analytical tools like TrendSpider and Seeking Alpha is emphasized for making informed investment decisions, particularly in volatile markets [34][36] - The speaker advocates for a buy-and-hold strategy, focusing on a limited number of stocks to manage effectively [56][86] - The importance of having cash reserves for potential market dips is also noted, allowing for strategic buying opportunities [72][74]

当地时间周二，苹果宣布将于今年晚些时候在休斯顿启动Mac mini生产，这将是该产品首次实现"美国 制造"。新工厂将落户休斯顿园区，使园区面积翻倍，并创造数千个就业岗位。 与此同时，苹果将同步扩大该厂的先进AI服务器产能。该业务自2025年启动以来已提前完成生产目 标，所组装的服务器（含本地生产的逻辑板）已供应苹果在全美各地的数据中心。 当地时间周二，苹果宣布将于今年晚些时候在休斯顿启动Mac mini生产，这将是该产品首次实现"美国 制造"。新工厂将落户休斯顿园区，使园区面积翻倍，并创造数千个就业岗位。 与此同时，苹果将同步扩大该厂的先进AI服务器产能。该业务自2025年启动以来已提前完成生产目 标，所组装的服务器（含本地生产的逻辑板）已供应苹果在全美各地的数据中心。 责任编辑：于健 SF069 苹果CEO蒂姆·库克在社交平台X上发帖称："作为我们6000亿美元投资计划的一部分，Mac mini将于今 年晚些时候首次在美国进行生产！我们正在进一步加快步伐——生产更多的AI服务器，并开设一家全 新的苹果先进制造中心，用于提供实践培训。" 苹果CEO蒂姆·库克在社交平台X上发帖称："作为我们6000亿美元投资计 ...

IT之家 2 月 25 日消息，苹果首席执行官蒂姆 · 库克昨日（2 月 24 日）在 X 和微博平台发布动态，纪念美国苹果公司联合创世人史蒂夫 · 乔布斯诞辰 71 周 年。 他于 1976 年与沃兹尼亚克在车库创立苹果，推出了 Apple I 和 Apple II，确立个人电脑发展方向。1985 年因权力斗争离开苹果，先后创立 NeXT 公司和皮克 斯动画工作室（Pixar）。 1997 年回归陷入危机的苹果并出任 CEO，凭借 iMac、iPod 和 iTunes 商店让苹果焕发新生。2007 年发布 iPhone，开启了现代智能手机和移动互联网时代。 IT之家附上库克微博内容如下： Steve 是一位卓越的领导者、创新者与挚友，他改变世界的理念引领我们不断前行。 今天是他的诞辰，我们共同纪念他非凡的一生与不朽的影响。 Steve was an incredible leader, innovator, and friend whose world-changing ideas moved all of us forward. Celebrating his remarkable life and le ...

据知情人士透露，苹果期待已久的触屏笔记本电脑将为 Mac 系统界面带来重大革新，其中就包括移植 iPhone 上的灵动岛功能。 知情人士表示，苹果首批触屏 Mac 电脑定于今年秋季推出，灵动岛将位于屏幕顶部中央。 苹果正为 14 英寸和 16 英寸 MacBook Pro 进行升级，新增触屏功能，并采用与 iPhone 相同的 OLED屏 幕技术。 灵动岛是屏幕上集成摄像头并展示软件交互界面的区域，2022 年首次在 iPhone 上亮相。用户可通过它 便捷查看通知、赛事比分与媒体控制界面，也能适配第三方应用，例如查看外卖订单进度。 苹果计划在 3 月第一周发布包括 Mac 新品在内的多款产品，但触屏版 MacBook Pro 不会在此次发布中 登场。该机型内部代号为 K114 和 K116，预计 2026 年末上市。 Mac 版灵动岛将围绕摄像头的打孔式开孔设计，尺寸小于现款 iPhone 的药丸型刘海。苹果还计划在今 年 iPhone 18 Pro 与 18 Pro Max 上采用更小的全新灵动岛设计。 触屏 Mac 的推出对苹果而言是重大转变。该公司数十年来一直不看好触屏笔记本，联合创始人史蒂 夫・乔布 ...

Houston, we have some production. Apple announced Tuesday that it will be making its Mac Mini desktop computer in the US for the first time, shifting some manufacturing from its Asian plants, and will also increase AI server production at its existing Houston facility.The California-based tech giant also said it will open the Advanced Manufacturing Center, a 20,000-square-foot facility where students, supplier employees and businesses will receive hands-on training in making Apple products, in the same city ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027.He later told officials he now “slept with one eye open.”Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full invasion, sits ...