本周WWDC推出新Siri无望？华尔街质疑苹果AI能力

Core Insights - Apple's upcoming WWDC on June 9 is expected to disappoint investors due to ongoing challenges in upgrading Siri and integrating advanced large language models (LLM) into its AI functionality, "Apple Intelligence" [1][4] - The integration of LLMs to enhance Siri's conversational abilities has faced significant technical difficulties, leading to numerous bugs that competitors like OpenAI and Google have not encountered [3][8] - The delay in launching the upgraded Siri has resulted in a decline of approximately 18% in Apple's stock price since the beginning of 2025, making it the worst performer among the "Tech Seven" giants [4] Siri Upgrade Challenges - Apple is attempting to improve Siri's capabilities to respond more like a human, but the integration process has been plagued by bugs, which has hindered progress [3] - A former Apple executive criticized the gradual development approach, stating that it cannot fundamentally transform Siri [3] - Analysts suggest that it may take Apple three years or more to deliver a modernized AI assistant, significantly lagging behind competitors [8] Market Reactions - Investor sentiment has soured due to repeated delays in the "Apple Intelligence" feature, leading to low expectations for the upcoming WWDC [4] - Analysts from Morgan Stanley and Bank of America have expressed concerns about Apple's ability to meet its previous commitments regarding AI advancements [4][8] Strategic Focus Shift - The upcoming WWDC may focus more on brand restructuring rather than significant technological breakthroughs, with plans to rebrand operating systems and repackage existing features as "AI-driven" [9] - Apple is expected to announce the opening of its foundational models to third-party developers, although its LLM capabilities are significantly less complex than those of competitors [9] - Internal sources indicate that expectations for the AI segment of the conference are low, raising concerns about Apple's visibility in the AI space [9]