Apple’s inventory surges 154% as memory chip costs climb
Apple 自己承认内存芯片成本还在涨，库存先堆到 145 亿美元，明年设备会不会涨价这条线索值得盯着看。
Apple 披露其库存攀升至 145 亿美元，同比增幅达 154%，主因是内存芯片成本上涨。公司称内存芯片价格处于前所未有的高位，且预计将继续上行。成本压力可能传导至未来 iPhone、Mac 等设备的定价。
Apple’s inventory surges 154% as memory chip costs climb
Apple says unprecedented memory chip costs will continue to rise, raising questions about future device prices as its inventory climbs to $14.5 billion.
三条快讯打包：苹果财报涨了12%，OpenAI开始管电网用电，DeepSeek能靠聊天做插件了，几分钟看完。
Apple 和 Meta 都在做机器人，这期节目把两家的进展放在一起讲，还聊到 Anthropic 的 S-1 和 Reddit 的流量焦虑，信息量不小。
The Information 报道 Apple 家用机器人内部闹分歧、软件拖后腿，新 CEO John Ternus 还在硬推，想看 Apple AI 落地进展的可以了解下。
The key shift is moving agent training from offline imitation of scripted trajectories to online learning inside real apps, which targets error recovery — the point where most SFT-trained UI agents break. Researchers and engineers building device-side automation agents can study how the planning/grounding split trades inference cost against robustness. Compared with routing every step through a frontier VLM, this points toward cheaper on-device navigation stacks.
Apple 把阿里 Qwen 接进国行 iPhone 的 Apple Intelligence，预计 2026 年 12 月上线，国行用户终于能用上本地 AI 功能了。
