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Samsung's S26 gives an advance look at what the Google-powered Apple Siri could do
CNBC· 2026-02-25 18:04
Core Insights - Samsung has launched the Galaxy S26 series, integrating Alphabet's Gemini AI technology prominently, marking a significant step in mobile AI applications [1] - The S26 features a multi-agent AI system combining Google's Gemini, Perplexity, and an upgraded version of Samsung's Bixby, showcasing Samsung's strategy to diversify its AI partnerships [2] Group 1: AI Integration - Samsung is combining three AI engines: Google's Gemini for tasks like booking rides, Perplexity for web queries, and an enhanced Bixby as the on-device assistant [2] - The S26 allows Gemini to perform autonomous actions within third-party apps, expanding its functionality beyond Samsung's ecosystem [3] Group 2: Partnership Dynamics - Samsung's partnership with Google has deepened, with Samsung being the first to ship Gemini in the Galaxy S24 and enhancing integration in subsequent models [3] - Despite past efforts to establish independence with its Tizen OS and Bixby, Samsung has aligned closely with Google in the AI era while also engaging with Perplexity for additional options [4] Group 3: Market Position - Samsung has emerged as the most significant distribution channel for Google's consumer AI, a position that Apple has yet to match despite its own investments in AI technology [5]
库克发文纪念乔布斯诞辰:是一位卓越的领导者、创新者与挚友
Sou Hu Cai Jing· 2026-02-25 18:03
站长之家(ChinaZ.com)2月25日 消息:今日,苹果公司现任CEO库克通过社交媒体发文,深情纪念公 司联合创始人乔布斯的诞辰。库克在文中赞誉乔布斯不仅是一位卓越的领导者与创新者,更是他个人的 挚友,其改变世界的理念持续激励着苹果团队不断前行。 公开资料显示,乔布斯诞生于1955年2月24日,他的一生充满了传奇色彩。1976年,乔布斯与沃兹尼亚 克携手创立了苹果公司,并成功研制出第一台苹果电脑,开启了个人电脑时代的新篇章。此后,他更是 带领苹果团队将iPod、iPhone等一系列革命性产品推向全球市场,彻底改变了人们的生活方式。然而, 这位科技巨匠在2011年10月5日因胰腺癌不幸病逝,留给世界无尽的遗憾与缅怀。 库克于1998年加入苹果公司,担任副总裁一职,负责苹果的电脑制造业务。在乔布斯的悉心指导下,库 克逐渐成长为苹果公司的核心管理层成员。2011年,在乔布斯离世后,库克接过了苹果公司的帅印,担 任CEO至今。他继续秉承乔布斯的创新理念,带领苹果公司不断攀登新的高峰。 ...
The Big 3: GLD, IBIT, AAPL
Youtube· 2026-02-25 18:01
It's time for the big three. Three stocks, three charts, three trades. Rick Dat will take us through the charts. Here to take us through the trades today, Don Kaufman, the co-founder at TheOT Trade.Great to have you both with us. Don, we'll start the same way we always do. Big picture thought on the markets.I did think we might see a bit more reaction to the State of the Union last night, but a pretty measured response this morning. >> Yeah, you know what. Uh, yeah, that's that's actually a great place to s ...
Samsung launches S26 smartphone as sector braces for memory chip crunch
CNBC· 2026-02-25 18:00
Group 1 - Samsung Electronics launched its latest flagship smartphones, with two models priced $100 higher than their predecessors due to a global memory chip shortage [1][2] - The new models feature enhanced AI capabilities and a privacy display, addressing the ongoing challenges in the memory chip supply chain [1] - The average selling price of smartphones is projected to increase by 6.9% by 2026, influenced by the memory chip shortage [2] Group 2 - The Galaxy S26 is priced at $899, the Galaxy S26+ at $1,099, and the Galaxy S26 Ultra at $1,299 [3] - The S26 and S26+ have seen a $100 price increase compared to the S25 series, while the S26 Ultra's price remains unchanged [2] - The global memory chip shortage is expected to continue into 2027, primarily due to the rapid expansion of AI infrastructure affecting supply for smartphones and other consumer electronics [2]
@所有人 手机这几个选项 赶紧关了
Xin Lang Cai Jing· 2026-02-25 17:54
GB 大半夜苹果手机突然 自己给别人打电话, 打了47分钟,把我 吓醒了!困 苹果自动拨号了 大半夜苹果手 苹果手机半夜自动给别人打电 机突然自己给别人打电话, ... 话 凌晨四点被手机通话铃声 ... 01 7 赞 41 1 |大即 苹果手机iOS 26.2.1, 凌晨3:19自动拨打 未知 SIM卡: @ 主导 C 电话,充电量到80% (020) 8370 3 1 停住 网友在社交平台上发布类似的经历 "吓死了!我的iPhone凌晨两点自己打电话!"2月25日,一名网友发表了自己凌晨的一段恐怖经历。 "睡得正香,突然听到一阵电话的背景音乐和语音'您拨打的用户暂时无人接听',被惊醒。起来一看,竟然是我的 手机自己在打电话,真的吓懵了。马上去社交平台上查,有这个问题的人还不少。有人给出解决方案:升级系 统。半夜里被吓醒,升级系统,谁懂啊?" 该网友表示,当时手机在窗口的书桌上充电,锁屏、关闭了网络,开启了睡眠模式,这个自动打出去的号码是她 白天拨打过的快递小哥的号码。"我的系统是iOS 26.1,没有其他任何操作,真的半夜被吓到,后背发凉!瞌睡都 醒了。" 此前报道 自动拨号或是误触 关于自动拨号的原因, ...
What I Saw Inside Apple's Effort to Rebuild the U.S. Chip Supply Chain
WSJ· 2026-02-25 17:00
The iPhone maker and its suppliers have begun to develop U.S. manufacturing capabilities for chips, a crucial goal of two U.S. presidents. ...
Apple expands US manufacturing with Texas push
Fox Business· 2026-02-25 16:46
Core Insights - Apple is expanding its U.S. manufacturing footprint by producing Mac minis in Houston, which will create thousands of jobs [1][11] - The company is opening a 20,000-square-foot Advanced Manufacturing Center in Houston for workforce training, reflecting its commitment to increase U.S. manufacturing [2] - The expansion includes the assembly of servers and logic boards at the new factory, which will be deployed across Apple's U.S. data center network [3] Manufacturing Expansion - The Houston expansion will effectively double the size of Apple's campus and increase production of advanced AI servers [1] - Apple has sourced over 20 billion U.S.-made chips from 24 factories across 12 states, collaborating with suppliers like TSMC and Broadcom [8] - The company plans to purchase over 100 million advanced chips from TSMC's Arizona facility by 2026 [8] Strategic Focus - The expansion aligns with a broader industry trend of increasing domestic AI infrastructure capacity and reassessing overseas supply chain exposure [6] - Apple has also expanded its Apple Manufacturing Academy in Detroit to provide training in AI and smart manufacturing to U.S. businesses [9] - The increased U.S.-based production of advanced chips and AI servers indicates Apple's growing reliance on domestic facilities for its operations [13]
微信可快速查找图片包含的聊天,库克宣布Macmini首次在美生产,传Unity或售中国业务,传Stripe或收购PayPal业务,这就是今天的其他大新闻
Sou Hu Cai Jing· 2026-02-25 16:35
今天是 2 月 25 日 农历正月初九 今天是开工第一天 人已经在工位上了 魂还在过年 怎么感觉这假期 放完了跟没放似的 下面是今天的其他大新闻 微信可快速查找图片包含的聊天 ( IT 之家)2 月 25 日消息,微信派官方今日发文,介绍了近期新上线的两项新功能。除了" 面对面收照片和文件 "功能,还 有一项帮助用户快速查找图片流向的功能。 对于" 面对面收照片和文件 "功能,用户可以在微信首页点击右上角的「 + 」再点击「 扫一扫 」,然后依次点击「 我的二维 码-面对面收照片和文件 」,此时对方扫描二维码即可发送相关文件。 有网友表示,实测下来,这一功能必须要打开 WLAN 才能使用,传输速度比较快,100 多M的视频几秒钟就传完了,适合面 对面分享大内存文件。 :记性不好的人有救了。 库克宣布 Macmini 首次在美生产 ( 新浪科技)2 月 24 日,苹果 CEO 蒂姆 · 库克在社交平台发文称,作为公司 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生产。 据媒体报道,这是自 2013 年 Mac Pro 在美国本土生产失利后,苹果又一次将核心硬件生产线迁回美国的 ...
库克刀法真绝了!iPhone 17e无缘灵动岛,刘海屏要再战一年!
Sou Hu Cai Jing· 2026-02-25 16:02
苹果3月4号要在纽约、伦敦、上海同步搞一场新品体验活动。虽然没说具体要发啥,但基本大差不差,iPhone 17e真的要来了! 不过,随着发布日越来越近,网上关于这手机的爆料也是一波接一波。看完这些爆料,我只想说一句,库克这"刀法",真是越来越精湛了! 首先咱们来聊聊大家最在意的长相问题。之前网上吵得沸沸扬扬,有人说这次iPhone 17e要用上iPhone 17同款的"灵动岛"。 我当时听了还挺激动,心想苹果这次终于良心发现了?结果呢?现实给了我一记响亮的耳光。 根据目前供应链那边传出来的靠谱消息,iPhone 17e基本上确认延续了前代的模具,也就是咱们看了好几年、那个标志性的刘海屏! 对,你没看错,这次依然还是刘海,灵动岛那是尊贵的iPhone 17标准版和Pro版才能享受的待遇。 苹果这招玩得是真溜,就靠这一个刘海,轻轻松松就把"阶级"给划分出来了。 你想体验新的交互?想看着岛上灵动地弹窗?得加钱上高配! 这波操作被网友们戏称为"库克刀法",真的一点都不夸张,精准切割,绝不浪费一滴成本。 不过好在外表看起来像是"吃老本",但内在苹果还是比较靠谱的,这次iPhone 17e最大的升级,就是会直接搭载最新的 ...
大族激光(002008):苹果创新加速+算力PCB扩产,激光龙头迎接新一轮高成长
CMS· 2026-02-25 15:28
证券研究报告 | 公司深度报告 2026 年 02 月 25 日 大族激光(002008.SZ) 苹果创新加速+算力 PCB 扩产,激光龙头迎接新一轮高成长 TMT 及中小盘/电子 招商电子团队深度跟踪过大族历史上五轮向上期,我们判断公司正进入新一轮 AI 端侧与算力共振的向上周期:1)AI 端侧:苹果 26-27 年 AI 硬件加速创新, 公司消费电子业务不仅受益于散热/光学等创新,更重要是望在 3D 打印赛道成 为领导者;2)算力:PCB 机械钻孔设备需求旺盛且盈利提升明显,超快钻孔 实现 0-1 突破打开新成长空间;3)其他业务:新能源/半导体/通用等总体稳中 向好,商业航天等新兴行业拓展下游应用领域。考虑到公司再迎新一轮向上周 期,业绩有超预期潜力,且估值向上弹性大,维持"强烈推荐"投资评级。 强烈推荐(维持) 当前股价:63.38 元 基础数据 | 总股本(百万股) | 1030 | | --- | --- | | 已上市流通股(百万股) | 957 | | 总市值(十亿元) | 65.3 | | 流通市值(十亿元) | 60.6 | | 每股净资产(MRQ) | 16.5 | | ROE(TTM) ...