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25% of Warren Buffett-Led Berkshire Hathaway's $299 Billion Portfolio Is Invested in Only 1 Stock
The Motley Fool· 2024-12-21 17:30
Thanks to his unbelievable track record of compounding capital over many decades as the CEO of Berkshire Hathaway, Warren Buffett is probably the most closely watched investor out there. Everyone can learn a thing or two following his advice and actions. One of Buffett's best bets has been to buy shares in Apple (AAPL 1.88%), the dominant consumer-electronics enterprise. Berkshire first purchased the stock in the first quarter of 2016, and since the start of that year, Apple has soared 862% (as of Dec. 17), ...
Apple Reportedly Pulls Plug on iPhone Hardware Subscription Plan
CNET· 2024-12-20 02:07
核心观点 - 苹果公司已放弃推出iPhone订阅服务的计划,该服务原本允许用户通过支付固定月费每年升级到新机型 [1][2] 服务背景 - 苹果最初计划开发一项服务,使用户能够通过每月付费实现年度升级 [2] - 该订阅模式旨在简化支付方式,允许用户按月分期付款,而不是一次性支付设备费用 [3] 放弃原因 - 项目因监管担忧、软件挑战和其他障碍而被取消,团队成员已被重新分配到其他部门 [2] 现有支付策略 - 苹果的iPhone升级计划允许客户在一到两年内分期付款,这与订阅模式的固定月费不同 [5] - 苹果支付团队在6月结束了“先买后付”计划,尽管该服务允许用户通过苹果直接分期付款,但类似选项现在可通过第三方提供商获得 [4] 行业影响 - 该订阅模式原本旨在鼓励用户更频繁地升级,因为当前用户持有手机的时间更长 [3]
Apple Faces New EU Call to Open iPhone to Competitors
PYMNTS.com· 2024-12-20 00:13
Apple is facing new pressure in Europe to let competitors access its iPhone operating system.The European Commission (EC) on Wednesday (Dec. 18) published a pair of documents covering how the tech giant needs to meet interoperability requirements of the Europe Union’s (EU) Digital Markets Act (DMA).The EC’s guidelines for Apple are designed to make sure that devices like smartwatches or features such as wireless file transfers function as smoothly with iPhones as do Apple Watches or AirDrop.In addition, the ...
Apple complains Meta requests risk privacy in spat over EU efforts to widen access to iPhone tech
Techxplore· 2024-12-19 23:08
文章核心观点 - 苹果公司对Meta平台提出的访问其操作系统的要求表示担忧,认为这威胁到用户隐私,这一争议源于欧盟加强推动苹果向竞争对手开放其技术的努力 [1][4] 欧盟的立场和措施 - 欧盟委员会正在根据新的数字竞争规则制定“互操作性”指南,以确保智能手表等设备和无线文件传输等功能与iPhone的兼容性 [2] - 欧盟的数字市场法案旨在促进数字市场的公平竞争,防止大型科技公司垄断市场 [3] - 欧盟委员会提出了苹果应如何使其iOS操作系统与其他技术兼容的措施,并呼吁公众在1月9日前提供反馈 [7] 苹果的回应和担忧 - 苹果表示,一些公司的数据实践不符合欧盟和苹果支持的数据保护法律的高标准,可能会滥用数字市场法案的互操作性条款来访问敏感用户数据 [4] - 苹果特别指出Meta,称其已提出至少15项要求,这些要求可能会减少用户的隐私保护 [4] - 苹果在报告中指出,如果这些请求被批准,Meta可能会访问用户的所有消息、电子邮件、通话记录、使用的应用程序、照片、文件和日历事件等 [5] Meta的反驳 - Meta发言人安迪·斯通表示,苹果实际上是在反对互操作性,每次被指控反竞争行为时,苹果都以隐私为由进行辩护,但这些理由在现实中没有依据 [6] 欧盟的建议和流程 - 欧盟委员会建议苹果提供一个“专用联系人”来处理请求,并给予更新和反馈,同时应有一个“公平和公正的调解”流程来解决技术问题上的分歧 [7]
Apple Reportedly Pitches Chinese Tech Giants on AI Project
PYMNTS.com· 2024-12-19 22:11
核心观点 - 苹果公司正在寻求将人工智能(AI)功能引入其在中国销售的智能手机,以应对市场竞争和市场份额下滑的问题 [1][2][3] 公司动态 - 苹果公司正在与腾讯和字节跳动(TikTok的母公司)讨论将它们的人工智能模型集成到苹果产品中,但这些讨论仍处于早期阶段 [1] - 苹果公司本月早些时候开始在其设备中添加OpenAI的ChatGPT,使Siri语音助手能够转向聊天机器人处理用户查询 [2] - 由于ChatGPT在中国不可用,且中国要求生成式AI运营商在推出产品前获得政府批准,苹果公司正在寻求本地AI合作伙伴 [2] - 苹果公司于10月首次推出了Apple Intelligence,行业专家认为这可能会改变人们的购物方式,并反驳了苹果在AI竞赛中落后的观点 [5] 市场竞争 - 由于最新款iPhone在中国缺乏AI功能,苹果公司面临来自华为等国内智能手机制造商的竞争,华为最近推出了自己的AI驱动手机 [3] - 苹果公司在中国的智能手机销量在第三季度下降了0.3%,而华为的销量则跃升了42% [3] 行业趋势 - 苹果公司与ChatGPT的整合不仅仅是让Siri成为一个 glorified trivia responder,而是将其定位为管理日常生活和参与语音驱动商务生态系统的潜在不可或缺的工具 [4] - PYMNTS Intelligence的研究发现,63%的消费者对能够帮助他们处理日常任务的AI驱动的语音助手表示兴趣 [4] - 尽管苹果公司在AI领域可能比谷歌和亚马逊等公司晚了一些,但苹果公司一直注重隐私、安全和用户体验,而不是急于推出最新的AI技术 [6]
Apple is exploring a way to bring AI features to iPhones in China, report says
Business Insider· 2024-12-19 21:55
Apple is looking to integrate AI in iPhones sold in China via local partnerships, Reuters reported.Regulatory barriers in China mean Apple is required to partner with domestic AI companies.Apple has faced increasing local competition in one of its key markets.Apple is in early-stage talks with Tencent and ByteDance to integrate their AI models into iPhones sold in China, Reuters reported.Advertisement The move could be a way for Apple to introduce AI to mobile devices in China after the country blocked its ...
EXCLUSIVE: Are Apple, Tesla 2025's Tech Titans Or Bubble Trouble? Kurv CEO Dishes On AI, Cloud And More
Benzinga· 2024-12-19 21:32
"Investors should proceed with cautious optimism," Howard Chan, founder and CEO of Kurv Investment Management, told Benzinga in an exclusive interview. While tech leaders like Apple Inc. AAPL and Tesla Inc. TSLA boast strong fundamentals, Chan said their valuations are "stretched."Apple, Tesla: Stretched Valuations But Long-Term PotentialApple and Tesla, often regarded as bellwethers for tech innovation, are facing increasing scrutiny from investors. Chan noted their dominant positions in their respective m ...
Prediction: Warren Buffett Will Sell All of His Apple Stock in 2025
The Motley Fool· 2024-12-19 20:00
Apple (AAPL -2.14%) has been one of Berkshire Hathaway's (BRK.A -1.96%) (BRK.B -1.99%) most successful investments. However, there comes a time to move on from an investment, and I think Warren Buffett and his team are set up to do that in 2025.But why are they selling? After all, Buffett and his team have been incredibly complimentary toward Apple CEO Tim Cook and the business he's created there. Let's dive in and try to understand better.Apple used to be a picture-perfect Warren Buffett investmentBerkshir ...
Here Are Billionaire Warren Buffett's 5 Biggest Stock Holdings
The Motley Fool· 2024-12-19 19:45
Warren Buffett may very well be the most famous investor of all time. His uncanny ability to constantly pick the right horse earned him the nickname, "The Oracle of Omaha." And with his longtime partner, Charlie Munger (who passed away last year), Buffett built Berkshire Hathaway (BRK.A -1.96%) (BRK.B -1.99%) into one of the world's largest companies.Although he's famous for continuing to live a relatively modest lifestyle (he still lives in the house he bought for $31,500 in 1958), his successful tenure at ...
Apple and Meta go to war over interoperability vs. privacy
TechCrunch· 2024-12-19 18:26
In Brief Apple and Meta are warring in Europe over the balance between interoperability and privacy, Reuters reports.The fight focuses on the European Union’s Digital Markets Act (DMA), a competition regulation that requires designated gatekeepers (including Apple and Meta) not to restrict rivals’ access to so-called core platform services. In Apple’s case, this means: iOS, iPadOS, App Store, and Safari. But its concern here seems mainly focused on iOS. The iPhone maker has made no bones about its distaste ...