来源：环球网 【环球网科技综合报道】2月21日消息，据海外科技媒体AndroidHeadlines最新消息，苹果公司正在研发 一款配备相控阵天线的可拆卸智能保护壳，旨在提升iPhone的卫星通信能力。该技术有望增强信号强度 和数据传输速度，但用户可能需要单独购置这款专用配件，才能体验增强版卫星功能。 自2022年在iPhone 14系列中首次推出"卫星紧急求救"功能以来，苹果持续对卫星通信技术进行迭代升 级。最新曝光的一项专利显示，该公司正在探索一种外置天线方案，以突破现有内置天线在功率和尺寸 上的限制。 当前，iPhone内置的卫星天线由于体积有限，数据传输速率较低，且易受建筑物、树木和地形等物理障 碍干扰。为解决这一问题，苹果设计的智能保护壳采用相控阵天线技术，通过多个发射器和接收器实现 电子化波束形成与控制。与仅锁定单颗卫星不同，该保护壳可与卫星星座保持动态连接，在卫星过境时 无缝切换，从而大幅提升连接稳定性与数据传输能力。 专利插图显示，该保护壳配有一个可折叠的盖子，使用时指向天空，并通过专用射频链路或近场通信 （NFC）与iPhone实现数据同步。 分析认为，更大尺寸的外置天线不仅能减少用户手部对信 ...

Core Viewpoint - The market is experiencing a rotation where value stocks, cyclicals, and international markets are gaining traction while mega-cap technology stocks have pulled back, a common occurrence during bull markets [1][12]. Group 1: Market Dynamics - The Magnificent 7 stocks have traded sideways to modestly lower since last November due to concerns over AI overinvestment and valuation multiples, yet their fundamental positioning remains strong [2][12]. - AI is not the sole growth driver for these companies; they are also central to long-term trends in cloud computing, digital advertising, e-commerce, and more, with AI acting as an accelerator rather than a primary driver [3][12]. Group 2: Cloud Computing Strength - Companies like Amazon, Alphabet, and Microsoft are seeing a re-acceleration in cloud computing growth, driven by strong demand for AI-related compute capacity, with hyperscalers reporting sold-out capacity [5][6]. - Valuations for these companies have become more reasonable following recent market consolidation, making them attractive for investors seeking exposure to AI infrastructure [7][12]. Group 3: Individual Company Insights - Meta Platforms is highlighted for its compelling valuation, trading at less than 22x earnings with projected long-term earnings growth of around 20%, while also benefiting from AI-driven improvements [9]. - Nvidia remains a key player in the AI infrastructure space, trading at mid-20s on forward earnings with a PEG ratio near 0.5, indicating strong growth relative to valuation [10]. - Apple has maintained a stable position without aggressive AI infrastructure spending, showing renewed strength in iPhone demand and a rapidly expanding services segment, indicating resilience in its ecosystem [11]. Group 4: Future Outlook - The recent trading pattern of the Magnificent 7 suggests a healthy consolidation rather than a breakdown, with expectations that mega-cap technology may reassert leadership as cloud demand and AI adoption continue to grow [12][13]. - The long-term competitive positioning of these dominant companies remains intact, suggesting they are well-positioned to lead future market advances if the broader bull market persists [14].

Apple has officially announced a new special experience event. The event will take place on March 4th. Invitations were sent out to media members earlier this week.The event spans three cities -- New York, London and Shanghai -- and it will start at 9 am Eastern Time. The gathering is unusual for the tech giant. Most major launches happen at their California headquarters.The invite shows a segmented Apple logo with yellow and green tones. Maybe hinting at colors that we might see on new devices. New MacBook ...

周五苹果股价上涨约1%。 这一裁决意味着，苹果可能开始降低生产成本，并保留更多利润空间。 苹果拒绝对此置评。 苹果公司因关税每季度支出约10亿美元，但随着最高法院就关税作出裁决，这一数字可能开始下降。 美国最高法院周五推翻了总统唐纳德·特朗普大规模关税政策中的重要部分，对其核心经济政策构成重 大打击。 自特朗普去年启动相关关税措施以来，苹果已累计支付约33亿美元关税。 苹果公司因关税每季度支出约10亿美元，但随着最高法院就关税作出裁决，这一数字可能开始下降。 高额关税成本主要源于美国对海外生产的产品及零部件征收的进口关税——尤其是来自越南、印度等亚 洲合作伙伴的产品。 今年5月在阐述应对关税的方案时，首席执行官蒂姆·库克表示，苹果面向美国市场的一半iPhone产自印 度，而大多数销往美国的Mac、AirPods和Apple Watch则来自越南。 在财报电话会议上，库克曾强调，苹果在很大程度上自行吸收关税成本，以避免产品价格突然上涨。 最高法院以6比3的裁决认定特朗普单方面实施的关税违法。这意味着，美国政府可能需要向进口商退还 超过1750亿美元的关税款。 一个重大问题是，苹果是否会积极寻求追回已缴纳的关税， ...

West Virginia Attorney General John McCuskey discusses why he brought a suit against Apple, alleging the company has knowingly allowed users to store and distribute child sexual abuse material on its iCloud platform. McCuskey joins Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/ ...

Core Insights - The S&P 500 index, which is weighted by market capitalization, has seen an unusual trend this year where an equal-weighted indexing approach has outperformed the index itself, indicating potential shifts in the stock market [1] Group 1: Market Trends - The performance of large-cap stocks, particularly Nvidia, Apple, and Microsoft, is significant as they collectively account for 19.4% of the State Street SPDR S&P 500 ETF Trust, which tracks the S&P 500 [1]

Group 1 - The core viewpoint is that global tech giants are entering a new wave of investment in artificial intelligence infrastructure, with annual capital expenditures reaching historical highs. Companies are focusing their funds on data center expansion, high-performance chip procurement, and cloud computing platform upgrades to rapidly expand computing resources in response to the growing demand for generative AI [1][5]. Group 2 - Companies like Amazon, Alphabet, Microsoft, and Meta have identified AI as a core strategic direction and significantly increased their capital expenditure budgets. Some companies are even expanding debt financing to support long-term construction plans, leading to a simultaneous expansion of their balance sheets [5]. - Nvidia has emerged as a key beneficiary in this round of computing power upgrades, while Apple is adopting a more cautious approach by collaborating with external technology partners to enhance its AI capabilities and reduce the pressure of one-time heavy asset investments [5]. - Despite the market's general recognition of AI's long-term potential, investors remain cautious about the pace of return realization. Current revenue growth from AI-related activities has not yet matched the massive scale of capital expenditures, and future profitability will require time to validate [5]. Group 3 - In terms of regional competition, Europe is strengthening its local computing power infrastructure and data compliance systems to enhance its autonomy in the global AI landscape. Local companies like Mistral AI are accelerating financing expansions, and semiconductor equipment leader ASML is actively participating in related layouts [6]. - However, there remains a significant gap in overall funding scale compared to US tech giants. The trend of centralized computing resources may further exacerbate industry differentiation in the coming years [6]. Group 4 - This capital race in AI is fundamentally a dual test of technological innovation and capital efficiency. In the short term, large-scale investments will continue to support the prosperity of the industry chain and increase volatility in related tech assets. However, in the medium to long term, the true determinants of winning will be commercial capabilities and cost control levels [6]. - Investors need to assess the degree of valuation and risk matching while focusing on growth opportunities [6].

Tim Cook, chief executive officer of Apple Inc., during the 60th presidential inauguration in the rotunda of the US Capitol in Washington, DC, US, on Monday, Jan. 20, 2025.Apple's tariff bill has racked up about $1 billion per quarter, but that number should start shrinking following the Supreme Court decision on tariffs.The Supreme Court on Friday struck down a large chunk of President Donald Trump's far-reaching tariff agenda, delivering a major rebuke of the president's key economic policy. Apple has pai ...

Apple’s iOS 26.4 arrives in public beta with AI music playlists, video podcasts, and more https://t.co/J6XCwU9X4o ...

ED: WELCOME TO "BLOOMBERG TECH," IN THE LAST HOUR THE U.S. SUPREME COURT HAS STRUCK DOWN PRESIDENT TRUMP'S SWEEPING GLOBAL TARIFFS. BLOOMBERG IS REPORTING THAT THE PRESIDENT HAS A BACKUP PLAN AND HAS LABELED THE DECISION A DISGRACE. WE WILL GET TO MARKETS AND SUMMARIZE THE REACTION.EQUITIES SURGED, PARTICULARLY TECHNOLOGY STOCKS. THE NASDAQ 100 AND THE PHILADELPHIA SEMICONDUCTOR INDEX CONTINUE TO PUSH TO SESSION HIGHS. BONDS FELL, THE DOLLAR FELL, PARTICULARLY 10 YEAR YIELD UP TO BASIS POINTS AT 4.09%.30 YE ...