苹果公司产品发布策略 - 苹果公司高管一直坚持在产品准备就绪之前不谈论即将推出的产品[1] - 首席执行官蒂姆·库克表示，公司一直以来的做法是先做好工作，然后再谈论工作，不会过早披露[2] - 苹果公司对于生成式人工智能（AI）的计划也将遵循这一标准，库克回答分析师关于公司AI计划的问题时表示[2] - 苹果公司在AI领域相对保守，但库克透露公司有一些与生成式AI相关的“事情”让人们非常兴奋，将在今年晚些时候公布[3] 苹果公司市场表现与前景展望 - 苹果公司错过了中国市场收入的预期，导致股价受到压力，同时公司对于3月季度的整体指导也令人失望[5] - Evercore ISI分析师建议投资者忽略3月的负面因素，关注即将公布的生成式AI产品和苹果设备安装基数的增长[6] - Needham分析师认为利用生成式AI降低成本和加速新产品推出的公司将取代那些不这样做的公司，她对苹果的前景持乐观态度[9] - Raymond James分析师对苹果在新领域的发展持乐观态度，认为Vision Pro和即将推出的Gen AI功能将带来额外的机会[10]

“For the very first time there’s a whole new computer market that is going to be in every single country”This is what Nvidia CEO Jensen Huang said about the way the race for technological sovereignty is set to boost Nvidia by driving the growth of the global tech sector in countries outside of the U.S.  Huang said a global push for technological sovereignty will lead to the growth of entirely new markets, as countries worldwide seek to build up their own tech industries to ensure they are able to make use o ...

文章核心观点 - 公司因Ugg靴子和Hoka跑鞋成功取得史上最强季度利润和营收，同时长期CEO宣布退休 [1] 业绩表现 - 第三季度调整后每股收益15.11美元，远超FactSet共识预期的11.49美元 [2] - 第三季度营收增长16%，达15.6亿美元，高于分析师预期的14.5亿美元 [2] - Ugg品牌销售额增长15%，达10.7亿美元；Hoka增长21.9%，达4.293亿美元；Teva下降16.2%，为2560万美元 [3] - 第三季度净利润从去年同期的2.9075亿美元（每股10.48美元）增至3.8992亿美元（每股15.11美元） [9] 股价表现 - 周五盘前交易中公司股票上涨7.8% [3] - 过去一年公司股票上涨86.5%，而标准普尔500指数仅上涨18.6% [10] 人事变动 - 现任首席商务官Stefano Caroti将于8月1日起担任首席执行官 [4] - 长期首席执行官Dave Powers宣布退休，将留任公司董事会直至2025年年会 [1][6] 前景展望 - 公司预计2024年每股收益在26.25 - 26.50美元之间，高于分析师预期的26.21美元 [7] - 公司预计2024年营收为41.5亿美元，分析师预期为41.7亿美元 [8]

AbbVie Inc. ABBV, +1.94% on Friday reported fourth-quarter sales that topped analysts’ estimates, even as it faces low-cost competition for its top-selling drug, Humira. The drugmaker reported fourth-quarter net income of $822 million, or 46 cents per share, down sharply from $2.473 billion, or $1.38 per share, in the year-earlier period. Adjusted earnings per share of $2.79, which included an unfavorable impact of 15 cents a share related to acquired in-process research and development expenses, matched th ...

金融市场趋势 - 金融分析师指出，投资者应警惕“大市场幻觉”，不要被新市场的潜力蒙蔽[4] - 技术泡沫时期的案例显示，早期市场领导者并不一定会保持领先地位，如Qualcomm和Palm Pilot的例子[6][7][11] 人工智能发展 - 专家认为，人工智能将会带来变革，但不应过分乐观，当前行业领导者未必会在未来五到十年保持主导地位[9][10][12] - 投资者应关注哪些行业可能会从人工智能中获得最大生产力提升，并预测这些行业是否会发生整合，从而获得更高的利润率[12]

So, just how big are the Magnificent Seven tech companies?At $12.5 trillion — and likely a whole lot more after Friday — the combined market cap of Microsoft MSFT, +1.56%, Apple AAPL, +1.33%, Alphabet GOOGL, +0.76%, Amazon.com AMZN, +2.63%, Nvidia NVDA, +2.44% and Tesla TSLA, +0.84% is equal to the combined GDP of New, York, Tokyo, London, Los Angeles, Paris, Seoul, Chicago, San Francisco, Osaka, Dallas and Shanghai, according to Bank of America calculations.Related: Meta just joined Nvidia and Microsoft in ...

Bristol Myers Squibb Co. BMY, -0.41% on Friday reported fourth-quarter results that beat analysts’ expectations, helped by portfolio stalwarts like the blood thinner Eliquis as well as strong growth among newer drugs. The drugmaker reported fourth-quarter net income of $1.762 billion, or 87 cents per share, down from $2.022 billion, or 95 cents per share, in the year-earlier period. Adjusted earnings per share came to $1.70, down 7% from a year earlier but ahead of the FactSet consensus of $1.55. Revenue to ...

Forget the “Magnificent Seven.” The new hot club for tech stocks could be “MnM.”That’s the view of Raymond James analyst Josh Beck, who said that Meta’s META, +1.19% latest results put it in an elite camp with Microsoft Corp. MSFT, +1.56% and Nvidia Corp. NVDA, +2.44% as Big Tech’s leaders in the artificial-intelligence era. Nvidia has proven itself the backbone of the AI frenzy as the company struggles to keep up with surging demand for its hardware that can power AI models. And Microsoft is seeing AI bene ...

利润和现金流 - 埃克森美孚公司第四季度调整后的每股收益为2.48美元，超过预期[1] - 埃克森美孚公司第四季度自由现金流达到79.7亿美元，超过预期[2] 营收表现 - 埃克森美孚公司第四季度总收入下降11.6%，至843.4亿美元，低于预期[2]

Chevron Corp. CVX, +0.31% said Friday it had net income of $2.3 billion, or $1.22 a share, in the fourth quarter, down from $6.4 billion, or $3.33 a share, in the year-earlier period. Adjusted per-share earnings came to $3.45, ahead of the $3.19 FactSet consensus. Revenue fell to $47.180 billion from $56.473 billion a year ago, below the FactSet consensus of $50.926 billion. The net figure includes $1.8 billion of U.S. upstream impairment charges and $1.9 billion of decommissioning obligations from previou ...