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苹果

197.31

+0.86000.44%

成交量：2,050.50万

成交额：40.53亿

市值：2.95万亿

市盈率：30.83

高：198.69

开：197.29

低：196.56

收：196.45

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总览公司新闻公告

苹果(AAPL.US)WWDC前瞻：软件生态迎来大迭代 AI生态开放战略将成焦点

WWDC是改变投资者看法的机会，苹果能做到吗？

老虎资讯综合

WWDC 2025 开幕在即，苹果推出彩虹主题连帽衫等限量周边商品

古尔曼：苹果iOS 26将引入“液态玻璃”设计，为20周年纪念版iPhone铺路

20周年纪念版iPhone将采用全新设计 WWDC提前预热

古尔曼：苹果 2025 返校季促销活动将于 6 月 17 日在美国启动

AI硬件，会是下一个万亿市场吗？

超百家韩企有意集体向苹果谷歌索赔，要求下调服务费比例

苹果研究揭示AI推理模型的局限性

Counterpoint Research 大幅下调全球智能手机出货量增长预测

HomePod 26 更新将支持初代 HomePod 以及所有后续型号

苹果Siri升级被曝难破局投资者对下周WWDC不抱期望

苹果供应商国巨：竞标日本芝浦是“双赢”

AI大战的“冰与火”：英伟达重返全球市值第一，“亲儿子”CoreWeave 两个月涨逾200%，苹果的“AI时刻”为何难产？

每日经济新闻

十二年了，苹果怎么想起来改UI了

与苹果分道扬镳，高通不再视其为关键依赖

国际电子商情

古尔曼：苹果iOS 26将推出全新“游戏”应用，取代Game Center功能

失去苹果后，高通的 “备胎计划” 是什么？

电子发烧友

苹果早期图形界面开发者比尔·阿特金森去世

古尔曼：苹果 iOS 26 将为 AirPods 带来 AI 实时翻译功能

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07:27","pubTimestamp":1749425258,"startTime":"0","endTime":"0","summary":"不过，它是否能真正改变投资者的看法，则是另一回事了。预计苹果将宣布其产品线的新软件更新，并展示更多人工智能功能，包括去年在WWDC上推出的“Apple Intelligence”功能。花旗研究的分析师在周末的一份报告中表示，苹果需要将Siri的AI驱动个性化功能发布时间推迟到明年，这“拖累了股价”。据彭博社报道，苹果预计将改变其操作系统的命名方式，改为依赖年份命名，例如宣布iOS 26和macOS 26。","market":"hk","thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fd89a137233293fc2a06ef6b8dfee556","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"WWDC是改变投资者看法的机会，苹果能做到吗？","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAPL"],"gpt_icon":1},{"id":"2542822620","title":"WWDC 2025 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2025 返校季促销活动将于 6 月 17 日在美国启动","url":"https://stock-news.laohu8.com/highlight/detail?id=2541282520","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541282520?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 23:19","pubTimestamp":1749395940,"startTime":"0","endTime":"0","summary":"IT之家 6 月 8 日消息，据彭博社马克古尔曼 透露，苹果公司将于6 月 17 日在美国启动一年一度的返校季促销活动。苹果 2025 返校季活动依然会延续近年惯例。符合条件的学生、家长及教育工作者通过苹果教育商店购买指定 Mac 或 iPad 产品时可在标准教育优惠折扣价基础上获赠礼品卡。作为参考，苹果去年的返校季优惠政策为：购买 Mac 最高获 150 美元礼品卡，购买 iPad 最高获 100 美元礼品卡。按往年管理，苹果返校季活动一般持续至 9 月底，偶尔延至 10 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19:40","pubTimestamp":1749382800,"startTime":"0","endTime":"0","summary":"2019年，Ive离开苹果创立设计公司LoveFrom，2024年创立了AI硬件初创公司IO，开发下一代AI设备。他的加盟为OpenAI注入了苹果级的硬件基因，给市场带来了巨大的想象空间。根据Verified Market Research的预测，到2030年，AI硬件市场的规模将达到4741亿美元，年均增长率高达38.73%。AI成了一个日常的存在。去年的爆款AI硬件PLAUD NOTE就来自深圳，是一款主打手机辅助录音的AI硬件。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8k1ZE4l8lVQ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["IE00BK4W5M84.HKD","LU0345768153.USD","LU1046421795.USD","IE00BQXX3D17.EUR","LU1815336760.USD","LU2362541273.HKD","BK4532","LU0648001328.SGD","LU1366333091.USD","IE00BK4W5L77.USD","IE00BQXX3C00.GBP","SG9999015978.USD","IE00BFSS8Q28.SGD","LU1934455863.HKD","LU0889566641.SGD","LU0061474705.USD","LU0528227936.USD","LU1852331112.SGD","LU2361044949.HKD","LU2361045086.USD","LU2491049909.HKD","LU0265550359.USD","LU0276348264.USD","MACW.SI","LU0127658192.USD","SG9999002224.SGD","LU1121112475.USD","LU1804176565.USD","LU0868494617.USD","LU2362540622.SGD","SGXZ31699556.SGD","AAPL","IE0004086264.USD","IE00BQXX3F31.USD","LU0557290698.USD","LU0784385840.USD","SG9999002232.USD","LU0784385170.HKD","LU2417539215.USD","LU2087621335.USD","LU0648000940.SGD","LU2237443895.HKD","SG9999014575.USD","LU2083900584.USD","BK4527","LU0109391861.USD","LU0158827781.USD","LU2362541513.USD","LU2361044865.SGD"],"gpt_icon":1},{"id":"2541840356","title":"超百家韩企有意集体向苹果谷歌索赔，要求下调服务费比例","url":"https://stock-news.laohu8.com/highlight/detail?id=2541840356","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541840356?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 17:10","pubTimestamp":1749373838,"startTime":"0","endTime":"0","summary":"IT之家 6 月 8 日消息，据央视网今日报道，韩国出版文化协会、电子出版协会等在美国向苹果、谷歌提起正式诉讼一事，在韩国得到广泛响应。已有超过 100 家企业表示，就苹果、谷歌的不正当做法，有意向美国法院提起集体调解。这些企业主张，苹果与谷歌凭借在应用商店领域的垄断地位，强制对应用程序内的交易抽取最高达 30% 的服务费，涉嫌违反美国及韩国的相关法律，要求下调服务费比例，并赔偿由此造成的经济损失。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8k1LNK595Ra","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU2191332357.HKD","LU1691799644.USD","LU2065170008.USD","LU1548497426.USD","LU0211328371.USD","LU2452424414.USD","IE00B4YYXB79.USD","LU2111349929.HKD","LU1935043536.SGD","LU0006306889.USD","LU2430703095.HKD","LU2242649171.HKD","GOOGL","LU0889566641.SGD","LU0320765059.SGD","LU2237443465.HKD","LU1551013425.SGD","LU0345769128.USD","LU0964807845.USD","IE0004445015.USD","LU0096362180.USD","LU0466842654.USD","LU1267930490.SGD","USJW.SI","LU0061474705.USD","LU0109391861.USD","SG9999014880.SGD","LU0106261372.USD","LU1267930573.SGD","BK4612","IE00BFSS7M15.SGD","GOOG","LU0096364046.USD","LU0251131958.USD","IE00B4JS1V06.HKD","LU0256863811.USD","LU0345774631.USD","LU0648001328.SGD","LU1791710400.SGD","AAPL","LU1718418525.SGD","LU2133065610.SGD","LU0080751232.USD","LU0823434583.USD","LU0276348264.USD","SG9999014898.SGD","MACW.SI","SG9999018865.SGD","LU0312595415.SGD","LU1934455194.USD"],"gpt_icon":1},{"id":"2541471208","title":"苹果研究揭示AI推理模型的局限性","url":"https://stock-news.laohu8.com/highlight/detail?id=2541471208","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541471208?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 16:14","pubTimestamp":1749370443,"startTime":"0","endTime":"0","summary":"苹果机器学习研究中心近日发布一篇论文，指出当前AI模型虽能生成复杂“思考链”，但缺乏真正推理能力，主要依赖模式匹配与记忆。研究团队对多个前沿大型推理模型（如OpenAI、DeepSeek、Anthropic及谷歌相关模型）进行了系统评估。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060816160495133a29&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Research 大幅下调全球智能手机出货量增长预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2541844777","media":"爱集微","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541844777?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 13:53","pubTimestamp":1749361985,"startTime":"0","endTime":"0","summary":"Counterpoint Research 宣布，由于美国关税政策的不确定性，该研究机构已将2025年全球智能手机出货量同比增长预测从此前的4.2%大幅下调至1.9%。此次下调预测主要受到美国总统唐纳德·特朗普宣布的\"互惠关税\"政策影响。全球两大智能手机厂商苹果和三星的增长预期均被下调。Counterpoint Research副主任Liz Lee在新闻稿中表示：\"所有的目光都集中在苹果和三星身上，因为它们在美国市场有风险。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250608135614951321fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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26 更新将支持初代 HomePod 以及所有后续型号","url":"https://stock-news.laohu8.com/highlight/detail?id=2541441608","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541441608?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 13:03","pubTimestamp":1749358980,"startTime":"0","endTime":"0","summary":"据 X 上一个拥有可靠软件更新记录的私人账户透露，苹果即将推出的 HomePod Software 26 更新将支持初代 HomePod 以及所有后续型号。至于新软件将带来哪些新功能，目前尚不清楚，但希望 Siri 体验的改进即将到来。苹果可能不会将下一代版本命名为 HomePod Software 19，而是将其命名为 HomePod Software 26。今年所有主要的软件更新都将编号为“26”，这反映了 2025 年 9 月至 2026 年 9 月的发布周期。随着传闻已久的苹果智能家居中心的到来，预计 HomePod 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11:45","pubTimestamp":1749354310,"startTime":"0","endTime":"0","summary":"全球第二大无源电子元件供应商国巨计划收购日本芝浦电子，双方将于6月中旬在东京会面讨论收购细节。国巨创始人兼董事长陈泰铭表示，此次收购将为双方带来\"双赢\"局面。尽管国巨希望通过收购实现协同效应，但芝浦电子对此持保留态度，并寻求日本零件供应商MinebeaMitsumi的帮助以对抗国巨的股票市场要约。他表示，国巨无意让技术外流，并希望通过战略合作帮助芝浦拓展欧美市场。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060811493895130e2d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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两个月涨逾200%，苹果的“AI时刻”为何难产？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541841909","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541841909?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 10:50","pubTimestamp":1749351000,"startTime":"0","endTime":"0","summary":"随着英伟达以及CoreWeave的这一轮大涨，市场热议新一轮AI浪潮的同时，关于“AI泡沫论”的声音也随之出现。这是英伟达时隔五个月重夺全球市值第一。目前，英伟达正通过全球合作化解地缘风险。跟随英伟达一同大涨的，还有被称为英伟达“亲儿子”的CoreWeave。值得注意的是，CoreWeave在今年3月28日才正式IPO。短短两个多月，CoreWeave市值从IPO时的230亿美元飙升248%至720亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-06-08/doc-inezinsf8676347.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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10:20","pubTimestamp":1749349200,"startTime":"0","endTime":"0","summary":"现在，这一切终于要改变了。它涵盖了苹果生态系统的方方面面，不仅包括iOS、iPadOS和macOS，现在连watchOS和tvOS也可能迎来全面改革。在十二年之后，这些外界调侃为“毛玻璃”的变化再次指向了一个统一的设计语言。要理解这次变革的意义，我们只需要简单回顾苹果UI设计的演进历程。2013年，苹果完全放弃了完善的拟物化设计，转而采用更扁平的设计风格，发布了iOS 7。如今，苹果再次站在技术革新的关键节点。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-08/doc-inezinsn7831067.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE0003U64NQ7.SGD","LU0234572021.USD","LU2361044949.HKD","LU1242518857.USD","LU0198837287.USD","LU1235294995.USD","LU2237443895.HKD","IE00BK4W5M84.HKD","SG9999014559.SGD","LU0553294199.USD","IE00B1XK9C88.USD","LU1582986433.USD","LU1868836914.USD","LU1917777945.USD","LU2092937148.SGD","LU0545039389.USD","LU1674673428.USD","LU2065171311.SGD","IE0009G5SDU7.USD","LU1506573853.SGD","LU0820562030.AUD","SG9999014567.USD","LU0048584097.USD","LU1839511570.USD","AAPL","LU0456855351.SGD","LU2592432038.USD","IE00B3S45H60.SGD","LU1046421795.USD","LU1989771016.USD","LU2756315318.SGD","LU0965509010.AUD","LU1791710400.SGD","LU1242518931.SGD","LU1934455863.HKD","SG9999018857.SGD","LU0683600562.USD","LU0097036916.USD","LU0170899867.USD","LU0345770308.USD","UI","LU0157215616.USD","MACW.SI","LU1232071149.USD","IE00B4JS1V06.HKD","LU2543165471.USD","LU0787776722.HKD","LU0889565833.HKD","LU0109391861.USD","LU0314106906.USD"],"gpt_icon":1},{"id":"2541497398","title":"与苹果分道扬镳，高通不再视其为关键依赖","url":"https://stock-news.laohu8.com/highlight/detail?id=2541497398","media":"国际电子商情","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541497398?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 10:08","pubTimestamp":1749348523,"startTime":"0","endTime":"0","summary":"高通与苹果分道扬镳已成定局。这一表态表明，高通正在积极调整其战略，以减少对苹果业务的依赖，并寻求在其他市场和业务领域实现增长。而Amon也强调，公司已不再将苹果视为未来发展的关键依赖。从2018年开始，苹果与高通之间的关系逐渐恶化，双方因专利费问题陷入长期法律纠纷。苹果对高通的依赖不仅体现在硬件采购上，还包括每年支付的专利授权费。对苹果而言，其长期战略是逐步实现关键芯片自研。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250608101018a6fec194&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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26将推出全新“游戏”应用，取代Game Center功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2541846991","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541846991?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 08:03","pubTimestamp":1749341019,"startTime":"0","endTime":"0","summary":"IT之家 6 月 8 日消息，苹果公司即将发布的 iOS 26 系统有望迎来一款全新的游戏应用，彭博社的马克古尔曼 在其对 2025 年苹果全球开发者大会的预期报告中，披露了这款应用的诸多细节。古尔曼指出，该款游戏应用将包含五个标签页，分别是“主页”“Arcade”“一起玩”“库”以及“搜索”。尽管如此，古尔曼也提到，App Store 中仍将保留一个“游戏”标签页。值得注意的是，这款新的游戏应用将取代苹果长期以来一直存在的 Game Center 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“备胎计划” 是什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541499358","media":"电子发烧友","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541499358?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 07:49","pubTimestamp":1749340140,"startTime":"0","endTime":"0","summary":"作为苹果iPhone的核心调制解调器供应商，高通每年从这一合作中获得约 57 亿至 59 亿美元收入。从苹果公司的角度来看，基带自研不仅是技术层面的突破，更是对 “数字主权” 的争夺。若苹果成功规避高通专利，高通的专利授权模式将面临前所未有的挑战。或者说，失去苹果这样的大客户后，高通该从哪些领域寻找 “备胎” 业务？","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506080936549775fff9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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名员工，由史蒂夫乔布斯亲自招募。阿特金森（中）与早期麦金塔团队离开苹果公司后，阿特金森的职业生涯同样丰富多彩。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-08/doc-inezihkh0796711.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1823568750.SGD","LU1718418525.SGD","LU2452424414.USD","LU1244550221.USD","LU0048584097.USD","BK4574","SG9999014880.SGD","LU1066051811.HKD","LU0345770308.USD","LU0314106906.USD","LU0096364046.USD","LU1066051498.USD","IE0009356076.USD","BK4573","LU1868836914.USD","LU2286300806.USD","LU2471134952.CNY","LU2023250330.USD","LU0256863811.USD","LU1127390331.HKD","LU1934455277.USD","LU1935042215.USD","LU2458330169.SGD","LU0788109477.HKD","IE00BJTD4V19.USD","LU1815333072.USD","BK4585","LU0097036916.USD","LU2361045086.USD","LU0316494557.USD","LU1868837300.USD","LU2462157665.USD","MACW.SI","LU0784385170.HKD","SG9999015986.USD","LU0353189680.USD","LU0943347566.SGD","IE00B3S45H60.SGD","IE000W1ABFV2.USD","LU1852331112.SGD","IE00BK4W5L77.USD","LU0640476718.USD","AAPL","LU0345768740.USD","LU0154236417.USD","BK4559","LU0444973449.USD","LU2083900584.USD","SG9999015341.SGD","LU1720051017.SGD"],"gpt_icon":1},{"id":"2541845024","title":"古尔曼：苹果 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