The US supreme court grappled on Wednesday with a bid by Meta’s Facebook to scuttle a federal securities fraud lawsuit brought by shareholders who accused the social media platform of misleading them about the misuse of user data.The justices heard arguments in Facebook’s appeal of a lower court’s decision allowing the 2018 class action suit led by Amalgamated Bank to proceed. The suit seeks unspecified monetary damages in part to recoup the lost value of the Facebook stock held by the investors. It is one ...

Meta announced Monday that it would allow US national security agencies and defense contractors to use its open-source artificial intelligence model, Llama. The announcement came days after Reuters reported an older version of Llama had been used by researchers to develop defense applications for the military wing of the Chinese government.Meta’s policies typically prohibit the use of its open-source large language model for “military, warfare, nuclear industries or applications, [and] espionage”. The compa ...

Boeing workers will vote on a third contract agreement on Monday that could end a seven-week strike that has halted production at the troubled planemaker.Results are expected late Monday and workers could return to work as early as Wednesday following the approval of the new contract.The 33,000 workers, represented by the International Association of Machinists and Aerospace Workers District 751 and District W24, have been on strike since 13 September after rejecting Boeing’s final offer by 94% before their ...

文章核心观点 公司季度财报显示iPhone 16需求强劲但中国市场销售略降 营收和每股收益增长且略超华尔街预期 其他设备销售不佳 AI功能推出缓慢且面临竞争和压力 [1][5][6] 营收情况 - 公司季度营收949亿美元 同比增长6% 每股收益1.64美元 略超华尔街预期 [1] - iPhone销售额462亿美元 高于去年同期的438亿美元 [2] - 服务部门第四季度营收从223.1亿美元增至249.7亿美元 [2] iPhone 16市场情况 - 财报首次展现iPhone 16需求 市场情报公司分析其发布有望助公司在中国夺回市场份额 此前因竞争激烈上季度降至智能手机销售第六 [3] - 公司CEO称发布了包括iPhone 16在内的“最佳产品” [4] 其他设备销售情况 - 过去一年公司其他设备需求低迷 可穿戴设备销售连续四个季度下降 Vision Pro头显销售未起色 [5] AI功能情况 - 投资者关注公司AI功能Apple Intelligence的缓慢推出情况 CEO称公司想专注打造最佳AI助手而非首个 [6] - Apple Intelligence的基础版本在智能方面存在问题 误读新闻警报并分享不准确摘要 [7] - 公司未在欧洲和中国等重要市场推出该功能 且在亚洲其他地区面临压力 印尼因公司未履行投资承诺禁止iPhone 16销售 [8]

Amazon became the latest of the “Magnificent Seven” tech giants to report quarterly earnings on Thursday, with all eyes once again on cloud computing and any sign of a return on vast AI investments. Shares in the e-commerce giant rose in after-hours trading.The company reported revenue of $158.9bn against analyst expectations of $157.2bn, and earnings per share of $1.43, compared to $1.16 expected by Bloomberg analysts.Amazon reported $27.5bn for the previous three months, a 19% increase, in line with analy ...

Meta's blowout year continues after the company reported another stellar financial quarter on Wednesday. Shares fell in after-hours trading. Wall Street analysts had high expectations for the Instagram and WhatsApp parent company, projecting an 18% jump in sales year over year. The company reported $40.6bn in sales, a 19% increase year over year that outpaced investor expectations of $40.19bn. Meta, which saw a 25% jump in its share price over the past two months, reported $6.03 in earnings per share (EPS), ...

文章核心观点 - 微软因Azure云业务增长，本周三公布的财报好于预期，但投资者对科技巨头的AI投资持谨慎态度，且AI生态系统竞争加剧 [1][5][6] 公司业绩表现 - 微软周三公布财报，受Azure云业务增长推动，业绩好于预期，每股收益3.30美元，预期3.10美元，营收655.9亿美元，预期645.1亿美元 [1][3] - 微软增长最快的Azure部门收入增长22% [2] 公司业务发展 - 公司CEO称AI驱动的变革正在改变工作，公司正拓展机会并赢得新客户，帮助他们应用AI平台和工具推动增长和运营杠杆 [2] - 微软在AI领域投入巨大，数据中心的融资租赁支出超108亿美元 [3] - 微软近年来电力需求激增，计划重启宾夕法尼亚州的三哩岛核电站，购买其未来20年的全部电力输出 [4] 行业市场情况 - 本周“神奇七侠”中的五家科技巨头公布季度财报，谷歌母公司Alphabet前一日公布云业务同比增长近35%，达113.5亿美元，超分析师预期 [1][2] - “神奇七侠”市值达12万亿美元，占标准普尔500指数的五分之一，但过去三个月表现落后于市场，自7月初以来市值累计下跌3.5% [5] 分析师观点 - 韦德布什分析师丹·艾夫斯称本季度对微软和Azure是“考验季度”，认为微软在云业务交易方面势头强劲，维持“跑赢大盘”评级 [6]

Alphabet, parent of Google and YouTube, saw a third straight quarter of gains as it reported earnings on Tuesday. The tech giant had largely exceeded analyst expectations for the previous two quarters, and Tuesday’s results showed growth in both digital advertising and demand for Google Cloud.“The momentum across the company is extraordinary. Our commitment to innovation, as well as our long-term focus and investment in AI, are paying off with consumers and partners benefiting from our AI tools,” said CEO S ...

文章核心观点 星巴克要求员工每周到岗三天，不遵守规定者或面临失业，新CEO面临通勤争议但称要让员工成功需更多相聚，今年企业纷纷推行返岗政策 [1][3][4] 星巴克混合办公政策 - 员工若不遵守每周到岗三天的混合办公要求，可能会失去工作，2025年1月将启动“问责程序” [1] - 公司不再将周二定为必须到岗日，由经理为团队确定最佳到岗日，该三天到岗政策已实施两年 [2] 星巴克新CEO情况 - 新CEO Brian Niccol因乘坐公司飞机每周三次往返近1000英里通勤遭批评，公司称其将达到或超过混合办公要求 [3] - Niccol 2024年9月上任，此前在Chipotle要求员工每周到岗四天 [3] - Niccol称员工应在能完成工作的地方，办公室通常是最佳选择，强调成功需更多相聚 [4] 行业返岗趋势 - 2020年新冠疫情开始远程和混合办公流行，今年企业纷纷推行返岗政策 [4] - 亚马逊计划2025年1月2日实施全员返岗政策，AWS CEO称不适应可另谋他处 [5]

文章核心观点 - 特斯拉股价在周四收盘时上涨近22%，创下十多年来最大单日涨幅，主要原因是埃隆·马斯克对未来销售增长的乐观预测，以及公司在第三季度利润率的提升，缓解了投资者对其核心业务增长放缓的担忧 [1] 公司业绩 - 特斯拉第三季度利润率超出华尔街预期，每辆车的制造成本降至历史最低水平，约为35,100美元 [2] - 特斯拉的自动驾驶软件Full Self Driving (FSD)在Cybertruck和其他自动驾驶功能中贡献了3.26亿美元的营收，FSD是特斯拉机器人出租车业务的基础 [3] 市场反应 - 特斯拉股价在周四的交易中达到262.2美元的高点，成交量约为2亿股，这是自2013年5月以来的最大涨幅 [1] - 特斯拉的市值在收盘时增加了近1500亿美元 [1] - 一些投资者认为，特斯拉股价的上涨更多是因为财报结果好于预期，而非实质性的业务增长 [2] 未来展望 - 马斯克预测特斯拉明年的销售额将增长20-30%，并计划在2025年上半年推出一款价格合理的车型 [1] - 马斯克预计特斯拉车辆将在明年提供付费的无人驾驶网约车服务，这是他在机器人出租车活动中的承诺 [3] 投资者观点 - 一些投资者对马斯克将特斯拉转型为人工智能和机器人公司的战略表示担忧，认为他应该更专注于核心的电动汽车业务 [1][5] - 投资者对马斯克在机器人出租车活动中的细节不足感到不满，导致特斯拉股价在活动后下跌 [1] - 投资者希望马斯克能够提供更多关于如何实现未来愿景的细节 [2]