来源：@智通财经APP微博 《科创板日报》2月26日讯 据Wccftech等援引韩国Dealsite消息，苹果已为iPhone 17系列敲定了三星DS 部门（半导体部门）LPDDR5X订单，价格较此前翻了一倍。苹果近期还与三星DS部门举行紧急会议， 商讨今年上半年供货安排，以确保供应链稳定性。 据半导体业界人士透露："最初三星DS部门的目标是将报价提高60%。在首轮谈判中，其为了试探意向 先报出了100%涨幅，没料到苹果为确保库存直接接受，价格随之敲定。" 在此之前，苹果一直凭着自己的市场地位以相对较低的价格采购LPDDR，随着存储短缺加剧，如今连 苹果都直接一口接受100%涨幅，这足以说明当前各手机厂商对存储芯片库存争夺的激烈程度。 在这一背景下，三星DS部门已经直接放弃对三星行动体验（MX）部门的长期供货协议，转而实行季度 合约，以实现利润最大化。 存储这轮超级周期中，2025年初12GB LPDDR5X内存芯片单价约25-29美元，但年底其价格已攀升至70 美元。 据悉，目前苹果iPhone系列DRAM供应以三星为主，约占六成，其余由SK海力士与美光分摊；NAND则 由三星、SK海力士与铠侠为主要供应来 ...

Core Insights - The "Magnificent Seven" companies, including Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, have been pivotal in driving the stock market higher, particularly due to advancements in artificial intelligence [1][4] - However, these companies are collectively signaling a concerning trend with over $8.4 billion in net stock sales by insiders over the past year [4][10] Insider Trading Activity - Insiders at the Magnificent Seven have been significant net sellers of their company's shares, with the exception of Tesla, where CEO Elon Musk purchased approximately $1 billion in shares [5][10] - The total net selling across these companies amounts to $8,414,225,611, with Nvidia leading at $2,249,988,017 and Amazon following with $5,724,146,695 [10] - Notably, there has been a lack of insider buying in major companies like Nvidia, Apple, Amazon, and Meta Platforms, raising potential concerns for investors [12][13] Market Context - The insider trading data indicates that while selling may not always be negative, the absence of insider buying amidst a historically expensive stock market could be a red flag [9][12] - Insiders at Microsoft and Alphabet have made minimal purchases, totaling $3.4 million and $5 million respectively, which is relatively low compared to the selling activity [13]

专题：伯克希尔2026年股东信重磅来袭 经济观察网 近一周，伯克希尔的热点主要集中在持仓调整和宏观环境变化。2026年2月18日，伯克希尔 披露了2025年第四季度13F持仓报告，这是巴菲特卸任CEO前的最后一个季度调仓动作。报告显示，伯 克希尔连续第三个季度减持苹果约1029万股（环比减少4.32%），并大幅减持亚马逊77.24%，同时增持 雪佛龙、安达保险等石油与金融股，并新建仓纽约时报，投资额约3.5亿美元。同期，宏观事件如美伊 核谈进展缓解地缘风险，国际油价承压；AI领域热度攀升，英伟达与Meta达成芯片合作，可能间接影 响伯克希尔科技持仓。 股票近期走势 责任编辑：刘明亮 伯克希尔股价在近一周（2026年2月17日至24日）呈现震荡下行趋势。根据行情数据，股价从2月17日的 754，910美元跌至2月24日的734，149.43美元，区间跌幅达2.30%。其中，2月18日因持仓报告公布当日 下跌0.92%，2月24日受大盘拖累继续下跌0.82%。同期，美股三大指数分化，道指近五日跌0.88%，纳 指涨0.61%，伯克希尔表现弱于大盘。持仓调整消息公布后，纽约时报盘后上涨，但伯克希尔自身股价 受减持科 ...

Core Insights - Ruoming Pang, a prominent AI researcher, has transitioned from Meta to OpenAI after only seven months, highlighting the intense competition for top AI talent among major tech companies [1][3][6]. Group 1: Talent Movement - Pang's move to OpenAI follows a brief tenure at Meta, where he was offered a compensation package of up to $200 million by Mark Zuckerberg, indicating the high stakes in talent acquisition within the AI sector [3][6]. - This transition marks a rapid career progression for Pang, who has moved from Apple to Meta and now to OpenAI within a year [5][6]. - The ongoing talent war in the AI industry has seen many Chinese researchers being recruited with compensation packages reaching nine figures [6][10]. Group 2: Impact on Companies - Pang's departure from Apple has cast a shadow over the company's AI development efforts, particularly as he led a team of around 100 engineers focused on building large models to support Apple's AI and the next generation of Siri [10][21]. - The internal pressures and discussions at Apple regarding the potential use of third-party models from OpenAI and Anthropic have demoralized the AFM team, contributing to Pang's decision to leave [23][10]. - Meta's AI team has faced a wave of departures, with Pang being the third talent valued over $200 million to leave within a year, raising concerns about the stability and future of Meta's AI initiatives [34][36]. Group 3: Pang's Background and Expertise - Ruoming Pang has an extensive background in AI and machine learning, having previously worked at Google for 15 years, where he contributed to significant projects and led teams in various capacities [15][18][20]. - His academic credentials include degrees from prestigious institutions, and he has published over 100 influential research papers, showcasing his expertise in the field [27][30]. - Pang is recognized for his deep understanding of both machine learning algorithms and foundational infrastructure, making him a valuable asset in any AI research environment [32][30].

据知情人士透露，苹果(AAPL.US)正在与印度主要银行及全球卡组织洽谈，为在印度这个全球人口第一 大国推出Apple Pay做准备。 知情人士表示，苹果正与印度工业信贷投资银行、HDFC银行和Axis银行进行谈判，计划于2026年年中 左右在印度推出其支付服务。时间表仍存在变数，但谈判表明推出已日益临近。苹果同时也在与万事达 卡和维萨等支付网络商讨该计划。 这一计划中的推出标志着苹果在拥有14亿人口且中产阶级迅速扩大的印度市场扩张的又一步骤。尽管在 由价格更低的安卓设备主导的该地区，苹果市场份额仍然较小，但其在印度增加的制造和零售布局已帮 助其取得进展。 凭借超过7.5亿智能手机用户、廉价的移动数据以及国家层面的推动，印度是全球增长最快的数字支付 市场之一，为苹果增加该地区服务收入提供了潜在入口。据悉，苹果会从Apple Pay交易中抽取分成。 鉴于移动支付在该地区的普及，Apple Pay的推出可能会提振其硬件需求。该功能内置于Apple Watch、 iPhone、iPad和Mac中。苹果在印度智能手机销量中的市场份额已稳步增长至约10%，仍有巨大的进一 步增长空间。 苹果也在将印度作为向美国出口iPh ...

苹果前基础模型团队负责人、上海交大校友庞若鸣，被扎克伯格天价挖去Meta仅仅半年，再度跳槽！ 最新消息，他已于上周离职并加入OpenAI。此消息获OpenAI发言人证实。 OpenAI对其觊觎已久，过去数月一直在全力挖角。 据悉，庞若明当初加盟Meta时，手握的薪酬方案总价值超2亿美元（约14亿元人民币），分多年兑现，具体金额与完成特定里程碑目标直接挂钩。 他的出走，正值Meta人工智能团队离职潮持续发酵之际。 庞若鸣其人 公开资料显示，庞若鸣本科毕业于上海交大，硕博分别就读于南加州和普林斯顿。 庞若明之外，Meta超级智能实验室开发者平台产品负责人Mat Velloso，同样在短暂任职后宣布离职。他于去年7月从谷歌DeepMind加入Meta，不久前在 领英上公布了离职消息。 Geoffrey Hinton核心弟子、Meta生成式人工智能研究副总裁、卡内基梅隆大学计算机科学教授、苹果首任AI总监Russ Salakhutdinov，在Meta任职已满两 年，就在昨天也官宣离职了。 此外，Meta前首席人工智能科学家Yann LeCun，去年离职事件当时更是闹得沸沸扬扬。 一毕业直接加入谷歌，在谷歌担任了15 ...

Market Analysis by covering: General Motors Company, Ford Motor Company, Apple Inc, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world’s most populous country.The iPhone maker is in talks with ICICI Bank Ltd., HDFC Bank Ltd. and Axis Bank Ltd., as it aims to introduce its payment service in India around the middle of 2026, according to people with knowledge of the matter. The timeline remains fluid, but the talks indicate an approaching launch.Also Read | Banks plan payment wallet to compete with PayPal, Apple PayApple ...

Apple Inc. is in discussions with key Indian banks and global card networks in preparation to start Apple Pay in the world’s most populous country.The iPhone maker is in talks with ICICI Bank, HDFC Bank and Axis Bank, as it aims to introduce its payment service in India around the middle of 2026, according to people with knowledge of the matter. The timeline remains fluid, but the talks indicate an approaching launch.Visa, Mastercard TalksApple is also discussing the plan with payment networks Mastercard In ...

据知情人士称，苹果公司正与多家印度银行和全球信用卡网络洽谈，准备在印度推出Apple Pay服务。 消息人士称，这家iPhone制造商正在与ICICI银行、HDFC银行和Axis银行进行谈判，计划于2026年中期 左右在印度推出其支付服务。 责任编辑：于健 SF069 据知情人士称，苹果公司正与多家印度银行和全球信用卡网络洽谈，准备在印度推出Apple Pay服务。 消息人士称，这家iPhone制造商正在与ICICI银行、HDFC银行和Axis银行进行谈判，计划于2026年中期 左右在印度推出其支付服务。 责任编辑：于健 SF069 ...