Apple(US:AAPL) 智通财经网·2025-05-22 02:54Group 1 - Goldman Sachs reiterated a "Buy" rating for Apple Inc. (AAPL.US) with a target price of $253, highlighting the company's progress in AI integration [1] - The upcoming Worldwide Developers Conference (WWDC) scheduled for June 9-13, 2025, is expected to showcase significant iOS updates and enhanced AI features [1] - Alphabet Inc. (GOOGL.US), a potential AI partner for Apple, has a market capitalization of $2.06 trillion and demonstrates strong financial health with a revenue growth of 13% [1] Group 2 - To gain investor confidence in "Apple Intelligence" as a core growth driver, Apple needs to demonstrate breakthroughs in AI technology, including an enhanced Siri and personalized context features expected by the end of 2025 or 2026 [2] - The WWDC will also introduce design updates aimed at unifying the visual interface across Apple devices, along with AI-driven battery optimization technology [2] - Despite market concerns regarding the rollout of Apple Intelligence, Goldman Sachs remains optimistic about incremental user experience improvements and the introduction of AI-enhanced features [2] Group 3 - Alphabet showcased significant advancements in AI at its annual Google I/O conference, launching the AI Mode for Google Search, which is now available to users across the U.S. [3] - Various institutions maintain positive ratings for Alphabet, with target prices ranging from $175 to $200, reflecting confidence in its AI strategy [3] - The integration of AI with core search functions and personalized data is seen as a competitive advantage for Alphabet, with rapid product innovation being a key growth driver [3]