<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：苹果的新年演变</h2>
<p>###2025 年 1 月 6 日</p>
<table>
<thead>
<tr>
<th>周五市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,942  (+1.26%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>19,622 (+1.77%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>42,732 (+0.8%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$98,274 (+1.18%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/677bba8b8e88a80066a288f9/original.png/query-MTczNjE2MTkzMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/677bba8b8e88a80066a288f9/original.png/query-MTczNjE2MTkzMA"/></p>
<p>来源：JesterAI 创建的图像。</p>
<h2>1. 今年苹果的预期是什么？</h2>
<p>2025 年 <strong>苹果</strong>(AAPL -0.20%) 的传闻季节已经开始，各种消息来源称我们应该在今年看到 20 款或更多的新产品。虽然服务收入应继续作为核心增长驱动力，但我们可能会在本月早些时候看到基于最新 M4 芯片的 MacBook，以及 iPhone 17 和可能的新 Apple Watch。</p>
<ul>
<li><strong>“有人想走到房间另一边去使用不同的屏幕吗？”</strong>：Fool 分析师 Seth Jayson 对 “指挥中心” 的传闻尚未信服，这是一款小型壁挂式平板电脑，可以 “在你远离时显示温度，靠近时显示更多细节，比如监控摄像头画面和恒温器……他们期望每个家庭销售多个单位？”</li>
<li><strong>11 月中国外国手机销售下降 47%：</strong> 投资者将寻求关于中国产品销售的更新，苹果是最大的国际手机供应商，经历了同比销售下降。</li>
</ul>
<h2>2. 微软将大举投资人工智能</h2>
<p>2025 年人工智能前景因 <strong>微软</strong>(MSFT 1.14%) 计划在 2025 年投入约 800 亿美元用于人工智能数据中心而得到提振，提升了其年度资本支出。周五在一篇博客文章中宣布，这笔资金很可能会流向像 <strong>英伟达</strong>(NVDA 4.45%) 这样的芯片制造商和像 <strong>戴尔</strong>(DELL 2.90%) 这样的基础设施供应商。</p>
<ul>
<li><strong>“今天，美国在全球人工智能竞赛中处于领先地位”：</strong> 微软总裁 Brad Smith 赞扬了美国私营部门的努力，呼吁新政府在监管方面采取温和态度。</li>
<li><strong>2024 年表现第七好的 “七大奇迹” 股票：</strong> 人工智能数据中心需要电力，而 <strong>股票顾问</strong> 推荐的微软应该会从其重启三里岛核电站的交易中获得大量电力，该电站预计将在 2028 年投入使用。</li>
</ul>
<h2>3. 药店急需药品</h2>
<p><strong>沃尔格林联合公司</strong>(WBA 3.37%) 是 2024 年标准普尔 500 指数中表现最差的公司，全年下跌 65%。来自在线处方配送的竞争加剧使得该药房集团在 2024 年遭遇亏损，并受到阿片类药物责任的影响。但第四季度的业绩超出预期，公司预计 2025 年的调整后每股收益为 1.40 美元至 1.80 美元。华尔街预计第一季度将实现正收益，结果将于周五公布。</p>
<ul>
<li><strong>私有化收购，还是出售 Boots？</strong>：沃尔格林在 12 月因《华尔街日报》关于 Sycamore Partners 提出超过 100 亿美元的私募股权收购接触的报道而上涨了 3.4%。这反过来又提高了出售其位于英国的 Boots 连锁店的新尝试的可能性。</li>
<li><strong>“我们的数字销售和药房业务强劲增长”：</strong> <strong>阿尔伯森</strong>(ACI 0.71%) 将在周三的第三季度更新中为我们展示药房业务，首席执行官 Vivek Sankaran 在第二季度时谈到了强劲的同比会员增长。该股票在 12 个月内下跌了 14%。</li>
</ul>
<h2>4. 接下来：12 月就业报告</h2>
<p>本周关注就业，12 月的失业报告将于周五公布。预测显示非农就业人数将增加 155,000，低于 11 月的 227,000。失业率预计将保持在 4.2%。</p>
<ul>
<li><strong>“与稳健的劳动市场一致”：</strong> 彭博社表示，雇主在 12 月的招聘有所放缓，并将 2024 年的平均月度就业增长定为 180,000。它将这一数据评为健康，并表示这应该减轻美联储通过更快的降息来促进增长的压力。</li>
<li><strong>周二的职位空缺更新：</strong> 10 月的职位空缺增加到 770 万，较 9 月的 740 万有所上升。如果 11 月的数字如预期保持不变，这可能进一步证明劳动市场的稳定。</li>
</ul>
<h2>5. 愚蠢的乐趣</h2>
<p>让我们谈谈彼得·林奇：你投资组合中的哪只股票你最了解？你是如何对其业务如此熟悉的？与朋友和家人讨论，或者成为会员，听听其他 Fool 们的看法！</p>

苹果

<p>苹果预计将在 2025 年推出超过 20 款新产品，包括搭载 M4 芯片的 MacBook 和可能的 iPhone 17。微软计划在人工智能数据中心投资 800 亿美元，提升其资本支出。沃尔格林联合公司面临挑战，但目标是在 2025 年实现正收益，并可能采取收购方式。预计 12 月份的就业报告将发布，预测显示非农就业人数将上升，失业率保持稳定。劳动力市场似乎稳定，减轻了美联储降息的压力</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Apple's New Year Evolution</h2>
<div class="lb-trans"><h2>早餐新闻：苹果的新年演变</h2>
</div><h3>January 6, 2025</h3>
<div class="lb-trans"><p>###2025 年 1 月 6 日</p>
</div><table>
<thead>
<tr>
<th>Friday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>5,942  (+1.26%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>19,622 (+1.77%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>42,732 (+0.8%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$98,274 (+1.18%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周五市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,942  (+1.26%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>19,622 (+1.77%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>42,732 (+0.8%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$98,274 (+1.18%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/677bba8b8e88a80066a288f9/original.png/query-MTczNjE2MTkzMA" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/677bba8b8e88a80066a288f9/original.png?1736161930"/></p>
<p>Source: Image created by JesterAI.</p>
<div class="lb-trans"><p>来源：JesterAI 创建的图像。</p>
</div><h2>1. What's Anticipated From Apple This Year?</h2>
<div class="lb-trans"><h2>1. 今年苹果的预期是什么？</h2>
</div><p>The 2025 <strong>Apple</strong>(AAPL -0.20%) rumor season is getting started, as various sources say we should see 20 or more new products this year from the <em>Hidden Gems</em> rec. While services revenue ought to remain as the core growth driver, we could have a MacBook based on the latest M4 chip as early as this month, with the iPhone 17 and maybe a new Apple Watch on the cards.</p>
<div class="lb-trans"><p>2025 年 <strong>苹果</strong>(AAPL -0.20%) 的传闻季节已经开始，各种消息来源称我们应该在今年看到 20 款或更多的新产品。虽然服务收入应继续作为核心增长驱动力，但我们可能会在本月早些时候看到基于最新 M4 芯片的 MacBook，以及 iPhone 17 和可能的新 Apple Watch。</p>
</div><ul>
<li><strong>&#34;Anyone want to walk across the room to use a different screen?&#34;:</strong> Fool analyst Seth Jayson isn't yet convinced by rumors of the 'Command Center', a small, wall-mounted tablet that will &#34;show the temperature when you're far away and more detail as you get closer, like security camera footage and thermostat... And they expect to sell multiple units per home?&#34;</li>
<li><strong>Foreign phone sales in China fell 47% in November:</strong> Investors will seek updates on product sales in China, where Apple is the biggest international mobile vendor, after a year-over-year sales decline.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“有人想走到房间另一边去使用不同的屏幕吗？”</strong>：Fool 分析师 Seth Jayson 对 “指挥中心” 的传闻尚未信服，这是一款小型壁挂式平板电脑，可以 “在你远离时显示温度，靠近时显示更多细节，比如监控摄像头画面和恒温器……他们期望每个家庭销售多个单位？”</li>
<li><strong>11 月中国外国手机销售下降 47%：</strong> 投资者将寻求关于中国产品销售的更新，苹果是最大的国际手机供应商，经历了同比销售下降。</li>
</ul>
</div><h2>2. Microsoft to Spend Big on AI</h2>
<div class="lb-trans"><h2>2. 微软将大举投资人工智能</h2>
</div><p>The 2025 AI outlook just got a boost from <strong>Microsoft</strong>'s (MSFT 1.14%) plans to plow around $80 billion into AI data centers in 2025, raising its capital expenditure for the year. Announced in a blog post on Friday, a lot of the cash is likely to go to chip makers like <strong>Nvidia</strong>(NVDA 4.45%) and infrastructure suppliers like <strong>Dell</strong>(DELL 2.90%).</p>
<div class="lb-trans"><p>2025 年人工智能前景因 <strong>微软</strong>(MSFT 1.14%) 计划在 2025 年投入约 800 亿美元用于人工智能数据中心而得到提振，提升了其年度资本支出。周五在一篇博客文章中宣布，这笔资金很可能会流向像 <strong>英伟达</strong>(NVDA 4.45%) 这样的芯片制造商和像 <strong>戴尔</strong>(DELL 2.90%) 这样的基础设施供应商。</p>
</div><ul>
<li><strong>&#34;Today, the United States leads the global AI race&#34;:</strong> Microsoft President Brad Smith praised the efforts of the U.S. private sector, urging the incoming administration to go easy on regulation.</li>
<li><strong>The seventh best-performing Magnificent 7 stock in 2024:</strong> AI data centers need power, and <em>Stock Advisor</em> recommendation Microsoft should get plenty from its deal to restart a Three Mile Island power plant, due to come online in 2028.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“今天，美国在全球人工智能竞赛中处于领先地位”：</strong> 微软总裁 Brad Smith 赞扬了美国私营部门的努力，呼吁新政府在监管方面采取温和态度。</li>
<li><strong>2024 年表现第七好的 “七大奇迹” 股票：</strong> 人工智能数据中心需要电力，而 <strong>股票顾问</strong> 推荐的微软应该会从其重启三里岛核电站的交易中获得大量电力，该电站预计将在 2028 年投入使用。</li>
</ul>
</div><h2>3. Drugstores in Need of Medicine</h2>
<div class="lb-trans"><h2>3. 药店急需药品</h2>
</div><p><strong>Walgreens Boots Alliance</strong>(WBA 3.37%) was the worst performer on the S&amp;P 500 in 2024, falling 65% over the year. Increasing competition from online prescription delivery helped send the pharmacy group to a loss in 2024, with a hit from opioid liabilities. But Q4 did beat expectations, as the company aims for adjusted earnings per share of $1.40 to $1.80 in 2025. Wall Street expects positive earnings for Q1, due Friday.</p>
<div class="lb-trans"><p><strong>沃尔格林联合公司</strong>(WBA 3.37%) 是 2024 年标准普尔 500 指数中表现最差的公司，全年下跌 65%。来自在线处方配送的竞争加剧使得该药房集团在 2024 年遭遇亏损，并受到阿片类药物责任的影响。但第四季度的业绩超出预期，公司预计 2025 年的调整后每股收益为 1.40 美元至 1.80 美元。华尔街预计第一季度将实现正收益，结果将于周五公布。</p>
</div><ul>
<li><strong>Private buyout, or sell Boots?:</strong> Walgreens got a 3.4% boost in December following reports from the Wall Street Journal of a $10 billion-plus private equity buyout approach from Sycamore Partners. That in turn raised the possibility of a new attempt to sell off its UK-based Boots chain.</li>
<li><strong>&#34;Strong growth in our digital sales and pharmacy operations&#34;:</strong> <strong>Albertsons</strong>(ACI 0.71%) should give us a taste of the pharmacy business with its Q3 update on Wednesday, after CEO Vivek Sankaran spoke of strong year-over-year member growth at Q2 time. The stock is down 14% over 12 months.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>私有化收购，还是出售 Boots？</strong>：沃尔格林在 12 月因《华尔街日报》关于 Sycamore Partners 提出超过 100 亿美元的私募股权收购接触的报道而上涨了 3.4%。这反过来又提高了出售其位于英国的 Boots 连锁店的新尝试的可能性。</li>
<li><strong>“我们的数字销售和药房业务强劲增长”：</strong> <strong>阿尔伯森</strong>(ACI 0.71%) 将在周三的第三季度更新中为我们展示药房业务，首席执行官 Vivek Sankaran 在第二季度时谈到了强劲的同比会员增长。该股票在 12 个月内下跌了 14%。</li>
</ul>
</div><h2>4. Next Up: December's Jobs Report</h2>
<div class="lb-trans"><h2>4. 接下来：12 月就业报告</h2>
</div><p>There's a focus on jobs this week, with December's unemployment report due on Friday. Forecasts show non-farm payrolls rising by 155,000, down from 227,000 in November. The unemployment rate is expected to stay at 4.2%.</p>
<div class="lb-trans"><p>本周关注就业，12 月的失业报告将于周五公布。预测显示非农就业人数将增加 155,000，低于 11 月的 227,000。失业率预计将保持在 4.2%。</p>
</div><ul>
<li><strong>&#34;Consistent with a firm labor market&#34;:</strong> Bloomberg suggests employers tempered their December hiring, and puts the average 2024 monthly job growth at 180,000. It rates that as healthy, and says it should ease any pressure on the Federal Reserve to boost growth with quicker rate cuts.</li>
<li><strong>Job openings update on Tuesday:</strong> Job openings rose to 7.7 million in October, from 7.4 million in September. If the November figure remains unchanged from that as expected, it could be more evidence of a steady labor market.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“与稳健的劳动市场一致”：</strong> 彭博社表示，雇主在 12 月的招聘有所放缓，并将 2024 年的平均月度就业增长定为 180,000。它将这一数据评为健康，并表示这应该减轻美联储通过更快的降息来促进增长的压力。</li>
<li><strong>周二的职位空缺更新：</strong> 10 月的职位空缺增加到 770 万，较 9 月的 740 万有所上升。如果 11 月的数字如预期保持不变，这可能进一步证明劳动市场的稳定。</li>
</ul>
</div><h2>5. Foolish Fun</h2>
<div class="lb-trans"><h2>5. 愚蠢的乐趣</h2>
</div><p>Let's talk Peter Lynch: Which stock in your portfolio do you understand the best? How did you get to be so familiar with its business? Discuss with friends and family, or become a member to hear what your fellow Fools are saying!</p>
<div class="lb-trans"><p>让我们谈谈彼得·林奇：你投资组合中的哪只股票你最了解？你是如何对其业务如此熟悉的？与朋友和家人讨论，或者成为会员，听听其他 Fool 们的看法！</p>
</div>

Breakfast News: Apple's New Year Evolution

- 苹果预计在 2025 年推出 20 款新产品，服务收入仍为核心增长动力。  
- 微软计划在 2025 年投资约 800 亿美元于 AI 数据中心，提升资本支出。  
- Walgreens 在 2024 年表现不佳，面临在线竞争压力，预计 2025 年调整后每股收益为 1.40 至 1.80 美元。

早餐新闻：苹果的新年变革