华尔街分析师点评苹果(AAPL.US)WWDC：AI叙事“美中不足”

Core Viewpoint - Apple's recent WWDC showcased a series of updates related to the integration of artificial intelligence (AI) within its ecosystem, with analysts expressing optimism but noting areas for improvement [1][2][4]. Group 1: Analyst Ratings and Price Targets - Wedbush Securities maintains an "Outperform" rating on Apple with a target price of $270, emphasizing the importance of AI strategy for the future [1]. - Evercore also holds an "Outperform" rating with a target price of $250, indicating that this year is a "transition year" with limited announcements [2]. - Morgan Stanley has an "Overweight" rating with a target price of $235, highlighting the focus on operating system design and user interface unification, while noting the need for more substantial AI progress [4]. - Wells Fargo reiterates an "Overweight" rating with a target price of $245, pointing out the significance of new foundational model frameworks [5][6]. Group 2: AI Integration and Market Sentiment - Analysts from Wedbush believe that Apple is laying the groundwork for a multi-year AI strategy, despite a cautious approach following past missteps [1]. - Evercore's analysts noted that the major announcement related to AI was the opening of foundational AI models on Apple devices, aligning with their pre-event expectations [2][3]. - Morgan Stanley's team suggests that market sentiment is unlikely to shift significantly until more substantial AI advancements are made [4]. - IDC's senior research director stated that delays in personalized Siri features have not impacted Apple's shipment volumes, indicating the brand's strong market presence [7]. Group 3: Overall Analyst Sentiment - Overall, Wall Street analysts have a "Moderate Buy" rating on Apple, with an average target price of $226.94, representing a 12% upside from current levels [7].