apple

Après près de 15 ans à la tête d’Apple $AAPL.US , Tim Cook pourrait bientôt laisser sa place à une nouvelle génération de dirigeants.
Son passage aura marqué l’histoire de l’entreprise : croissance spectaculaire, développement des services, renforcement de l’écosystème Apple et valorisation colossale du groupe.
Mais une question se pose désormais 👇
Apple peut-elle continuer à dominer la tech après Tim Cook ?
L’arrivée de John Ternus pourrait-elle ouvrir une nouvelle ère pour Apple… ou est-ce le début d’une période plus difficile pour la marque à la pomme ?
💬 À votre avis :
👉 Tim Cook a-t-il été un excellent CEO pour Apple ?
👉 John Ternus peut-il faire mieux ?
👉 Et surtout, pensez-vous qu’Apple restera aussi puissante dans les 5 à 10 prochaines années ?
Donnez votre avis en commentaire 👇 Je veux vraiment connaître votre analyse.
#Apple #TimCook #JohnTernus #tech #INNOVATION

Apple announced that it will impose a 5% commission fee on third-party app stores operating within the European Union, according to CNBC. This move is part of a broader effort to comply with the EU’s Digital Markets Act, which aims to foster competition and give consumers more choices in the digital marketplace.
The company stated that the new policy will take effect for alternative app stores that are launched or operating in the EU, and it will apply to in-app purchases made through these stores. Apple clarified that apps purchased through its own App Store using Apple's payment system will continue to be subject to a 26% commission on digital goods, maintaining its standard rate for in-house transactions.
Apple emphasized that this change is intended to resolve ongoing disputes with European regulators regarding its app store practices. The company views the new 5% fee as a fair and transparent way to support third-party developers and ensure compliance with EU regulations. It also signals a shift in Apple’s approach to app store rules, aligning with regulatory pressures to open up its ecosystem.
The move comes amid increasing scrutiny of big tech companies in the EU and elsewhere, as regulators seek to promote fair competition and prevent monopolistic behavior. Industry observers will be watching closely to see how Apple’s new policies influence the landscape for app developers and digital commerce across Europe. #Apple #EU #DigitalMarketsAct

DefiLlama's founder, 0xngmi, has just dropped a bombshell – Apple took a whopping two months to remove fake app listings from the App Store. This debacle delayed the mobile launch of DefiLlama, one of the top decentralized finance (DeFi) platforms in the crypto space #DeFi #CryptoApp #Apple
With $1.5T of value stored across decentralized applications (dApps), the DeFi market has become a behemoth in the crypto landscape. The news raises serious questions about the App Store's vetting process, which is meant to protect users from malicious apps and protect legitimate projects like DefiLlama #DeFiSecurity
The stakes are high here – if a team with as much credibility as DefiLlama's can't get a fair shot at the app store, what does that mean for up-and-coming projects looking to break into the space? Does this mean crypto users will be more vulnerable than ever to scam apps and phishing attempts? Are regulators finally going to step in and provide stricter guidelines for DeFi players to follow?
Are you ready to join the battle for control of DeFi?

Apple最近真的很有意思。
前面最高冲到 345美元附近，
现在Binance AAPLUSDT已经回到 305.87美元附近。
跌了这么多，
偏偏这个时候又传来一个很关键的利好：
Apple正在为中国市场训练自己的AI模型，背后还有Alibaba支持。
这件事为什么重要？
因为Apple过去在中国最大的问题之一，
不是iPhone不好卖，
而是——
Apple Intelligence一直没真正补齐。
现在逻辑正在发生变化：
中国AI监管推进
↓
Apple自研中国版AI模型
↓
Alibaba等本土能力接入
↓
Siri / Apple Intelligence真正开始补课
↓
中国iPhone竞争力有机会重新提升
而Apple自己的基本面其实并不差。
最新季度：
营收约 1094亿美元
同比 +16.4%
iPhone收入：
+21.7%
Mac：
+28.7%
问题出在哪里？
不是卖不动。
而是——
供应链跟不上需求 + 下一季度指引不够强。
所以市场先把估值杀下来了。
这就出现一个很有意思的矛盾：
业绩还在增长
+
AI故事开始补齐
但
股价却从345美元附近
砸回305美元。
这才是普通投资者真正值得看的地方。
⸻
📍 AAPLUSDT我现在看几个关键位置
当前：约 305.9美元
第一布局区：
300—303美元
这里是我更愿意开始观察的位置。
普通用户如果真的想做Apple，
我不会一次把仓位打满，
而是先小仓试。
第二布局区：
294—297美元
如果市场再来一次风险释放，
这里反而是更舒服的第二档。
强支撑：
284—289美元
如果真给到这里，
已经属于比较深的回撤区。
但如果日线连284附近都有效跌穿，
那就不是简单回调了，
要重新评估整个结构。
⸻
📍 上面什么位置才算真正转强？
现在最大的问题就在这里：
EMA20和EMA55都集中在
311—313美元附近。
所以我不会因为305看起来便宜，
就直接喊反转。
我只看：
站回313美元
→ 第一层修复
突破320—323美元
→ 多头明显回来
重新站上330美元
→ 才有资格再挑战345前高
所以普通用户最容易犯的错误就是：
305看到跌多了就满仓。
我的思路反而是：
300附近分批等，
313以上看确认。
⸻
Apple现在有哪些真正值得跟的利好？
第一，中国AI。
如果Apple Intelligence最终正式在中国推出，
这是最直接改善中国区竞争力的变量。
第二，iPhone需求仍然强。
最新季度iPhone收入增长超过20%，
说明核心产品并没有崩。
第三，1000亿美元回购。
Apple依然是全球现金流最强的公司之一，
持续回购对长期股东依然有价值。
第四，AI投入方式不同。
Microsoft、Google、Meta疯狂砸数据中心，
Apple反而更偏向：
设备端AI
+
合作模型
+
私有云
如果最后AI体验能追上来，
Apple可能是少数
没有烧掉几千亿美元CAPEX，
却能吃到AI红利的巨头。
⸻
但风险我也说清楚：
供应链现在仍然紧。
Services增长开始放缓。
而且9月1日，
Apple还将正式进入新的CEO时代。
所以现在绝对不是：
“Apple跌了，闭眼买。”
而是：
好公司到了开始值得研究价格的位置。
⸻
分析师恒哥观点：
我现在不会在305附近重仓追进去。
我的普通用户思路很简单：
300—303：第一笔
294—297：第二笔
284—289：极端行情再看
然后只要重新站稳 311—313，
我才会提高看多级别。
如果后面Apple中国AI真正落地，
同时股价重新站回320以上，
那这次从345砸到300附近，
就可能从“利空杀估值”
逐渐变成下一轮重新布局的窗口。
你觉得Apple现在305美元，
是错杀后的机会，
还是还要再去一次290？
后续$AAPL 到关键位置，我继续跟。
#Apple
#人工智能
#Alibaba
#分析师恒哥
#BinanceSquare

Apple CEO Tim Cook visited Foxconn's Houston plant on Thursday alongside U.S. Commerce Secretary Howard Lutnick, marking one of his final public appearances at the facility. The visit focused on the company's ongoing investment in U.S. manufacturing capabilities and highlighted the development of a new Mac Mini assembly line.
The new assembly line is located within a 170,000-square-foot building at the Foxconn facility, which had previously been used for producing AI servers for Apple. The company expects this line to begin production soon, signaling a significant step in Foxconn's efforts to expand its manufacturing footprint in the United States.
During the visit, Cook and Lutnick also discussed the launch of a new manufacturing academy designed to train workers for high-tech production roles. This initiative aims to strengthen the U.S. supply chain and support the company's long-term growth strategy in the region by developing a skilled workforce.
The move underscores Apple's commitment to local manufacturing and its broader push to diversify supply chains amid global uncertainties. The Houston plant's expansion and new training programs are expected to bolster Apple's production capacity and reinforce its presence in the U.S. market.
More details are available in the official Binance Square post. #Apple #Foxconn #Manufacturing

Apple has developed an AI model tailored specifically for the Chinese market, with support from Alibaba, according to recent market reports. The company plans to launch a suite of AI tools in China within the next few months, signaling its strategic move to localize its AI offerings and better serve the unique demands of Chinese consumers and businesses.
The collaboration with Alibaba is seen as a key element in this initiative, providing Apple with access to local expertise and infrastructure necessary to adapt its AI technology to the Chinese environment. The new models and tools are expected to integrate seamlessly with existing Apple products and services, enhancing functionalities tailored for the region.
This development underscores the growing importance of localized AI solutions in China, where regulatory, cultural, and market-specific factors influence technology deployment. Apple’s move to train a China-specific AI model demonstrates its commitment to competing effectively in the world's second-largest economy, amid increasing competition from domestic tech giants.
The strategic partnership with Alibaba highlights a broader trend of foreign tech firms collaborating with local giants to navigate China's complex regulatory landscape and tap into the vast consumer base. Apple's upcoming AI tools are likely to bolster its presence and competitiveness in China’s fast-evolving AI ecosystem.
More details are available in the official Binance Square post. #AI #Apple #Alibaba