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Apple finally integrates Alibaba's Qwen into Siri: Apple Intelligence arrives in China
This marks the first time a Chinese AI company has genuinely gained access to Apple's system-level AI entry point. For Qwen, this could be even more significant than being featured on the iPhone.
Express News | Berkshire Hathaway: 66% Of Aggregate Fair Value of Equity Investments Was Concentrated in American Express, Apple, Bank of America, Alphabet & Coca-Cola as of June 30
AI Hardware Price Surge Spreads to 3C Leasing: Demand Doubles as Leasing Firms Resell Graphics Cards and Memory | Frontline
① Several equipment leasing providers indicated that compared to the price increases of upstream hardware components such as memory and graphics cards, rental prices for consumer electronics have not risen as significantly, with some products seeing price hikes of approximately 5%. ② Industry insiders revealed that amid rising hardware prices, some suppliers opt to disassemble and directly sell components like graphics cards and memory modules. Many small and medium-sized equipment lessors also sell parts or entire devices to quickly generate cash, planning to repurchase them once prices decline in the future.
Express News | According to Apple's official website, Apple Intelligence can work in conjunction with Alibaba's Qwen model.
After AGI, Silicon Valley has found another justification for capital expenditure.
① The Chief Strategy Officer of Google DeepMind stated that RSI is becoming the core investment rationale behind AI capital expenditures. ② Both OpenAI and Anthropic have already placed bets on this direction. ③ “The arrival of RSI may come sooner than most institutions anticipate.”
Apple Options Spot-On: On August 7th, 1.35 Million Contracts Were Traded, With 5.11 Million Open Interest
On August 7th ET, $Apple(AAPL.US)$ had active options trading, with a total trading volume of 1.35 million options for the day, of which put options accounted for 25.55% of the total transactions,