Siri AI功能升级缺席WWDC，苹果股价跌1.21%

Core Insights - Apple is focusing on enhancing Siri's personalization features, which requires more time to meet their standards [5] - The WWDC 25 event highlighted design updates and AI functionalities, with a new operating system design language called Liquid Glass [1] - Apple introduced practical AI features in iOS 26, including real-time translation and visual intelligence capabilities [1][3] AI Developments - iOS 26 will feature real-time translation integrated into messaging, calls, and FaceTime, along with visual intelligence for content recognition across apps [1][3] - watchOS 26 will also support real-time translation, while macOS will see upgrades in Shortcuts and Spotlight for automation and natural language searches [3] - Apple has deepened its collaboration with OpenAI, integrating ChatGPT's image generation into the Image Playground app and providing third-party developers access to Apple Intelligence's core language model [3] Market Position and Challenges - Despite expectations, no significant upgrades for Siri were announced at WWDC, and some AI features are delayed until 2026 [5] - Apple's stock price fell by 1.21% following the WWDC event, with a market capitalization of $3.01 trillion [5] - Analysts have criticized Apple's slow AI transformation, noting that while Apple Intelligence has been rolled out in several markets, it has not yet launched in China, where Apple holds a 40% share of the AI-capable smartphone market [6] Competitive Landscape - In the high-end smartphone market, Apple holds a 59% share, with a 10% year-over-year increase in shipments, but faces competition from Huawei, Google, and Xiaomi, which saw significant growth [7] - Apple's share in the global AI smartphone market is 58%, but only 40% in the domestic market, indicating a missed opportunity to engage more deeply with local users [7]