Daily Tech Briefing
AI 科技速览
每天 5 分钟内学习 AI。获取最新的人工智能新闻,理解其重要性,并学习如何将其应用于您的工作。
CNBC AI · 2026/7/27 21:12:26

Apple ends day as world's most valuable company, passing Nvidia
AI 中文解读
苹果超越英伟达,重夺全球市值最高公司宝座,这是自2025年4月以来的首次。
通俗解读:苹果的市值在周一收盘时超过了英伟达,成为全世界最值钱的公司。英伟达之前因为AI芯片卖得火,从2025年6月起一直是市值第一,甚至一度突破5万亿美元大关。但苹果凭借iPhone等产品的稳定收入和消费者忠诚度,再次反超。简单说,就是“卖手机的”又压过了“卖AI芯片的”,科技巨头的排位赛又变天了。
实际影响:对普通人来说,这并不直接改变你用的手机或电脑,但它反映了科技行业的焦点转移——当AI炒作热潮降温,消费者硬件的刚需和盈利能力依然是支撑公司价值的基石。如果你在关注股市或买科技类基金,苹果重回第一可能会影响相关投资产品的表现;而普通消费者也能从中看到,苹果的产品和服务依然有强大的市场号召力,未来可能在AI功能(如Siri增强)上继续发力。不过别忘了,市值排名经常变动,英伟达随时可能再次反超。
Skip NavigationMarketsPre-MarketsU.S. MarketsEurope MarketsChina MarketsAsia MarketsWorld MarketsCurrenciesPrediction MarketsCryptocurrencyFutures & CommoditiesBondsFunds & ETFsBusinessEconomyFinanceHealth & ScienceMediaReal EstateEnergyClimateTransportationInvestigationsIndustrialsRetailWealthSportsLifeSmall BusinessInvestingPersonal FinanceFintechFinancial AdvisorsOptions ActionETF StreetBuffett ArchiveEarningsTrader TalkTechCybersecurityAIEnterpriseInternetMediaMobileSocial MediaCNBC Disruptor 50Tech GuidePoliticsWhite HousePolicyDefenseCongressExpanding OpportunityEurope PoliticsChina PoliticsAsia PoliticsWorld PoliticsVideoLatest VideoFull EpisodesLivestreamTop VideoLive AudioEurope TVAsia TVCNBC PodcastsCEO InterviewsDigital OriginalsWatchlistInvesting ClubTrust PortfolioAnalysisTrade AlertsMeeting VideosHomestretchJim's ColumnsEducationSubscribePROPro NewsJosh BrownMike SantoliCalls of the DayMy PortfolioLivestreamFull EpisodesStock ScreenerMarket ForecastOptions InvestingChart InvestingSubscribeLivestreamMenuMake ItselectUSAINTLLivestreamSearch quotes, news & videosLivestreamWatchlistSIGN INCreate free accountMarketsBusinessInvestingTechPoliticsVideoWatchlistInvesting ClubPROLivestreamMenu
(function() {
const userMembershipOnLastVisit = localStorage.getItem("cnbcMeta__cachedUserMembership");
if (!userMembershipOnLastVisit) {
// If no user membership is stored, user is likely not logged in.
// These users will typically see the banner.
return;
}
const { isPro, isInvestingClubUser } = JSON.parse(userMembershipOnLastVisit);
if (!(isPro || isInvestingClubUser)) {
// We’re rendering the top banner for users who are not pro or investing club members.
return;
}
// Hide the banner for pro and investing club users.
const style = document.createElement("style");
style.id = "top-banner-placeholder-style";
style.innerHTML = "[data-top-banner-placeholder] { display: none; }";
document.head.appendChild(style);
})()
TechApple ends day as world's most valuable company, passing NvidiaPublished Mon, Jul 27 20265:10 PM EDTKif Leswing@kifleswingWATCH LIVEKey PointsApple passed Nvidia on Monday for the title of world's most valuable company, with the iPhone maker topping the AI chip firm at market close for the first time since April 2025. Nvidia had held the top spot as the most valuable company since June 2025, when it took the crown from MicrosoftThe AI chipmaker briefly held a $5 trillion capitalization in October. In this articleNVDAFollow your favorite stocksCREATE FREE ACCOUNTwatch nowVIDEO1:4101:41Apple emerges as megacap hedge against the AI spending bingeThe China ConnectionApple passed Nvidia on Monday for the title of world's most valuable company, with the iPhone maker topping the artificial intelligence chip firm at market close for the first time since April 2025. Shares of Nvidia fell 5% on Monday, giving the chipmaker a valuation of $4.77 trillion, as AI chip stocks in general declined as investors fret about large costs related to the AI buildout. Meanwhile, Apple shares rose 1%, giving it a market cap of $4.95 trillion, ahead of the company's highly-anticipated earnings on Thursday.Nvidia had held the top spot as the most valuable company since June 2025, when it took the crown from Microsoft, and it briefly held a $5 trillion capitalization in October. So far in 2026, Nvidia's shares have only climbed 4% while Apple's are up 24%. Apple has outperformed the market as investors have rewarded its reluctance to spend heavily on capital expenditures for AI, preferring to rent capacity instead of building its own.While Nvidia's sales are now in the third year of massive AI-driven growth, many investors have switched their focus from AI chips called graphics processing units to memory chips and othe
分享
阅读原文 ↗