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苹果WWDC25,史上最烂没有之一
AppleApple(US:AAPL) 3 6 Ke·2025-06-10 07:52

Core Viewpoint - The overall content of WWDC 25 was disappointing, leading to a decline in Apple's stock price from $204.34 to $201.45, a drop of 1.5%, resulting in a market value loss of approximately $75 billion [2][5]. Group 1: AI and Software Development - Apple admitted its struggles with AI, with Senior Vice President Craig Federighi stating that new Apple AI features require more time to meet high standards, with expectations set for next year [3][5]. - The only positive news regarding Apple AI is the support for more languages and the provision of API interfaces for developers to utilize local large language models, although this does not benefit users in mainland China [6]. Group 2: User Interface Updates - The major focus of WWDC this year was on UI improvements across all platforms, branded as a "liquid glass" style, enhancing the visual experience and interaction [9][11]. - The visual design update is consistent across all Apple platforms, providing a unified user experience [13]. Group 3: iPadOS Enhancements - iPadOS introduced a new window feature allowing users to adjust the size of applications freely, enhancing multitasking capabilities [14][16]. - Additional updates include a customizable Files app, improved audio input options, and background functionality for video exports, making it more user-friendly for content creators [25][29][31]. Group 4: General WWDC Highlights - WWDC introduced a unified naming convention for systems, with all future updates named by year, such as iOS 26 [34]. - CarPlay received updates, including new widgets and real-time activity displays, reflecting Apple's ambitions in automotive technology [36][38]. - Other minor updates across various platforms, including macOS and tvOS, were noted, but they lacked significant innovation [46][47]. Group 5: Market Performance and Future Outlook - Apple's stock has been on a downward trend, dropping from $243.26 at the beginning of the year to $201.45, with a market value decrease from $3.74 trillion to $3.05 trillion [51]. - The decline in the Chinese market is a significant factor, as Apple was the only major smartphone manufacturer to see a sales drop in Q1 2025, with its market share falling to fifth place [51].