有关于： 苹果的人工智能生态系统 Apple's AI Ecosystem

乌斯曼·卡比尔 (Usman Kabir) 发表了一篇题为《苹果公司 (AAPL)：您不应错过的人工智能股票》的文章。这篇文章很有趣，以下是一些亮点：

苹果公司（纳斯达克股票代码：AAPL）是消费电子领域的巨头，正在人工智能 (AI) 领域取得重大进展。凭借庞大的用户基础和创新产品的历史，苹果的人工智能相关发展受到科技爱好者和投资者的密切关注。

苹果的人工智能生态系统

苹果的人工智能生态系统已经很完善。其设备，包括 iPhone、iPad 和 Mac，都配备了强大的处理器，能够处理复杂的人工智能任务。该公司的软件更新，例如 iOS 和 macOS，定期引入新的人工智能功能。这些功能涵盖从高级摄影功能到 Siri 等智能个人助理。

人形未来：苹果的人工智能机器人

苹果公司最雄心勃勃的项目之一涉及开发由人工智能驱动的人形机器人。据传这款机器人将于 2026 年或 2027 年投入生产，可能有多种用途，从桌面伴侣到家庭安全设备。该机器人可能由苹果专有的人工智能平台 Apple Intelligence 提供支持，预计很快将在全球的苹果设备上推出。

财务实力和投资者信心

苹果强劲的财务表现增强了投资者的信心。该公司的盈利一直超出预期，证明了其在竞争激烈的科技领域中驾驭的能力。投资咨询公司摩根士丹利维持苹果股票增持评级，目标价为 273 美元。分析师埃里克·伍德林 (Erik Woodring) 表示，iPhone 产量的增加是支持他看涨前景的关键因素。

总而言之，苹果对人工智能的承诺体现在其持续的产品开发和研究中。凭借强大的生态系统、前景广阔的人形机器人项目以及雄厚的财务基础，苹果公司完全有能力保持人工智能革命的领导者地位。

本文仅分享一些苹果的信息，并非全面分析，不构成投资建议。任何类型的投资都有风险。

Usman Kabir has published an article titled, "Apple Inc. (AAPL): An AI Stock You Should Not Miss." This article is interesting, and here are some highlights: 

Apple Inc. (NASDAQ: AAPL), a titan in consumer electronics, is making significant strides in the realm of artificial intelligence (AI). With a massive user base and a history of innovative products, Apple's AI-related developments are closely watched by tech enthusiasts and investors alike.

Apple's AI Ecosystem

Apple's AI ecosystem is already well-established. Its devices, including iPhones, iPads, and Macs, are equipped with powerful processors capable of handling complex AI tasks. The company's software updates, such as iOS and macOS, regularly introduce new AI features. These features range from advanced photography capabilities to intelligent personal assistants like Siri.

A Humanoid Future: Apple's AI Robot

One of Apple's most ambitious projects involves the development of a humanoid robot powered by AI. This robot, rumored to be in production by 2026 or 2027, could potentially serve a variety of purposes, from being a desktop companion to a home security device. The robot would likely be powered by Apple's proprietary AI platform, Apple Intelligence, which is expected to roll out on Apple devices worldwide soon.

Financial Strength and Investor Confidence

Apple's strong financial performance has bolstered investor confidence. The company has consistently exceeded earnings expectations, a testament to its ability to navigate the competitive tech landscape. Investment advisory firm Morgan Stanley has maintained an Overweight rating on Apple's stock, with a price target of $273. Analyst Erik Woodring cited increased iPhone production as a key factor supporting his bullish outlook.

In conclusion, Apple's commitment to AI is evident in its ongoing product development and research. With a robust ecosystem, a promising humanoid robot project, and a strong financial foundation, Apple is well-positioned to remain a leader in the AI revolution.

This article shares only a few pieces of information. Thus, it is not a comprehensive analysis; it does not constitute investment advice. 

Warren Buffett explains Why He Sold Apple Stock | Berkshire Hathaway 2024

中国海军与航行自由。Chinese Navy and Freedom of Navigation.

中国于 2024 年 8 月 19 日警告德国不要派遣军舰前往——台湾海峡，声称这将干涉其内政。 （新闻周刊，2024 年 8 月 20 日）

台湾海峡是一条宽180公里的海峡，将台湾岛与亚洲大陆分开。它向北连接南海和东海。国际社会认为该海峡是国际水道，航行自由受到国际法的保障（维基百科，08/20/2024）。美国等国坚称台湾海峡不是中国领土，而是南海的一部分。 （美台商会，2024年8月20日）

中国海军的航行自由。 2024 年 8 月 10 日报道，两艘中国船只穿越英伦海峡，往返俄罗斯海军日庆祝活动。这两艘军舰分别是中国的7500吨驱逐舰焦作号和23400吨补给舰洪湖号。 （独立，2024 年 8 月 10 日）

英伦海峡海峡长约 350 英里（560 公里）。最宽处长达 150 英里（240 公里），最窄处则在多佛海峡缩小至仅 21 英里（34 公里）。 (ncesc.com) 就其国际地位而言，海峡最狭窄的部分——多佛海峡——位于英国和法国领海以内。在其他地区，国际水域将英国和法国的领海分开。 （Tovisorga.com）

中国海军活动例如：

• 美国海岸警卫队在阿拉斯加附近海域发现多艘中国军舰。在阿留申群岛阿姆奇特卡山口以北约 124 英里处发现了三艘船只，在该州阿姆克塔山口以北约 84 英里处发现了第四艘船只。 （哥伦比亚广播公司新闻，2024 年 7 月 11 日）
• 此外，早前，一支由 11 艘中国和俄罗斯军舰组成的联合舰队在阿拉斯加岛链附近的国际水域巡逻，在美国和加拿大境内敲响了警报。 （美国新闻，08/08/2024）
• 去年 （2023 年 4 月 10 日）在台湾附近观察到多艘中国海军舰艇和一艘航空母舰。（纽约时报，04/10/2024） 
• 2023 年 4 月，由一艘强大驱逐舰率领的中国海军舰队进行了为期 12 天的日本主要岛屿环绕航行。（CNN Business，2024 年 4 月 20 日）
• 最近，中国和菲律宾海警船只于2024年8月19日在萨比纳浅滩附近发生相撞。萨比纳浅滩距离菲律宾巴拉望岛 86 英里，在菲律宾视为其专属经济区 (EEZ) 的 200 英里范围内。 （华盛顿邮报，2024 年 8 月 19 日）

China warned Germany on August 19, 2024, not to send warships to Formosa Strait, separating China and Taiwan, claiming this would be an interference with its internal affairs. (Newsweek, 08/20/2024)

The Taiwan Strait is a 180-kilometer-wide strait separating the island of Taiwan from the Asian continent. It connects the South China Sea to the East China Sea to the north. The international community considers the strait an international waterway where freedom of navigation is guaranteed under international law (WIKIPEDIA, 08/20/2024). The United States, among others, maintains that the Taiwan Strait is not Chinese territory but rather part of the South China Sea. (US-Taiwan Business Council, 08/20/2024)

Chinese navy - freedom of navigation. A report on August 10, 2024, that two Chinese vessels as they sailed through the English Channel on their way to and from Russian navy day celebrations. The two warships in question are China ’s Jiaozuo, a 7,500-tonne destroyer, and Honghu, a 23,400-tonne supply ship. (Independent, 08/10/2024)

The English Channel is approximately 350 miles (560 kilometers) long. At its widest point, it spans 150 miles (240 kilometers), while at its narrowest, it narrows down to a mere 21 miles (34 kilometers) in the Strait of Dover. (ncesc.com) As for its international status, the narrowest part of the Channel—the Dover Strait—is within British and French territorial waters. In other areas, international waters separate UK and French territorial waters. (Tovisorga.com)

A Few Other Recent Activities:

• Multiple Chinese military ships were spotted by the U.S. Coast Guard in the waters off Alaska. Three vessels were detected about 124 miles north of the Amchitka Pass in the Aleutian Islands, and a fourth ship was spotted about 84 miles north of the state's Amukta Pass. (CBS News, 07/11/2024) 
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• Additionally, a joint flotilla of 11 Chinese and Russian warships patrolled international waters near the Alaskan island chain last week, raising alarms within the U.S. and Canada. (US News, 08/08/2024) 
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• Numbers of Chinese naval ships and an aircraft carrier were observed near Taiwan on April 10, 2023. (New York Times, 04/10/2024) 
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• A Chinese naval flotilla led by a powerful destroyer has been on a 12-day circumnavigation of Japan’s main islands in April 2023. (CNN Business, 04/20/2024)
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• Finally, Chinese and Philippine coast guard vessels collided on August 19, 2024, near the Sabina Shoal. The Sabina Shoal is 86 miles from the Philippine Island of Palawan, within the 200 miles that the Philippines considers its Exclusive Economic Zone (EEZ). (The Washington Post, 08/19/2024)

有关于Nvidia的Blackwell GPU的信息

《The Motley Fool》杂志的杰里米·鲍曼 (Jeremy Bowman) 发表了一篇题为“立即购买 Nvidia 股票的 3000 亿个理由”的文章。这是一篇有趣的文章。要点：1. 谷歌前首席执行官埃里克·施密特最近在斯坦福大学的一次谈话中评论了人工智能的演变，称企业正计划在人工智能基础设施上花费数百亿甚至数千亿美元。 2. OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)计划筹集7万亿美元来扩大世界半导体产业，以实现通用人工智能(AGI)。其他企业家，例如埃隆·马斯克，也在朝着这一目标努力。 3. 英伟达首席执行官黄仁勋认为，AGI 还需要五年时间，因此人工智能投资可能会在此期间增加。另外，有报道称其Blackwell B200芯片被发现存在设计缺陷。Nvidia 需要改进其 Blackwell GPU 的设计。因此，发货开始时间被推迟。无论如何，Alphabet、微软和 Meta 都拥有价值“数百亿美元”的巨额 Blackwell 订单，而亚马逊则将其 Nvidia AI 加速器订单从 Hopper 转移到 Blackwell。详情请点击英文部分的链接。最近, Nvidia 的 Rubin 平台在原始功率方面是超越 AMD 和英特尔的芯片。然而，AMD 和英特尔产品的市场定位和独特卖点也很重要。 （计算机世界，2024 年 6 月 4 日）

请注意，本文不是投资建议。这只是一种信息共享。

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Jeremy Bowman, The Motley Fool, published an article titled as "300 Billion Reasons to Buy Nvidia Stock Now." This is an interesting article. And here are its key points:

In a recent conversation at Stanford University, former Google CEO Eric Schmidt commented on the evolution of artificial intelligence, saying that companies were planning to spend tens of billions or even hundreds of billions of dollars on AI infrastructure. For example, the project of Microsoft and OpenAI known as Stargate AI, could cost as much as $100 billion. The demand in the industry is much higher than that. 

Sam Altman, OpenAI CEO, is planning to raise $7 trillion to expand the world's semiconductor industry in order to achieve artificial general intelligence (AGI). Other enterpreneurs, such as Elon Musk, are also working toward this goal. 

Jensen Huang, Nvidia CEO, believes that AGI is five years away, so AI investment may increase during that time. For details, please check the orignal article.

On the other hand, there is a report that a design flaw in its Blackwell B200 chip was found. This issue is probably related to the fact being one of the first to use Taiwan Semiconductor Manufacturer's new CoWoS-L packaging technology. Thus, Nvidia is needed to revamp the design of its Blackwell GPUs. Consequently, the start of shipments is delayed. Anyway, Alphabet, Microsoft, and Meta all have huge Blackwell orders worth "tens of billions of dollars" while Amazon was moving its Nvidia AI accelerator orders from Hopper to Blackwell. For details, please click the link: (The Motley Fool, 08/18/2024)

Then, how are AMD and Intel's chips compared to Nvidia's? Prasanth Aby Thomas at Computerworld states, Nvidia’s Rubin platform can outperform chips from rivals AMD and Intel in terms of raw power. However, the market positioning and unique selling points of AMD and Intel’s offerings are also important. (Computerworld, 06/04/2024)

Note this article is not an investment advice. It is just an information sharing.

Credit: Forbes / AFP via Getty Images