Apple(US:AAPL) Shen Zhen Shang Bao·2025-06-13 17:53Core Viewpoint - The recent WWDC25 event by Apple did not introduce any new AI hardware, leading to a decline in Apple's stock price, reflecting a lack of significant announcements compared to expectations [2][3]. Group 1: AI Developments - Apple Intelligence was highlighted at WWDC25, showcasing advancements in visual intelligence, email summarization, and notification reminders, while enhancing privacy through dedicated cloud computing [3][4]. - The support for more languages and broader application across the ecosystem is expected to significantly improve user experience [3]. - Siri is undergoing continuous improvements for personalization, but the rollout of new features has been delayed due to unsatisfactory testing results [3][4]. Group 2: Software Updates - Apple introduced a series of new software systems, including iOS 26, watchOS 26, and others, simplifying the naming convention [4]. - iOS 26 features a real-time translation capability integrated into various apps, enhancing communication [4]. - The watchOS 26 update includes a more personalized Workout Buddy feature, utilizing AI to analyze fitness data and provide motivation [4][5]. Group 3: Design Innovations - A significant highlight of the event was the introduction of "Liquid Glass," a new design aesthetic that adapts to content and lighting, marking the first UI overhaul since iOS 7 [6][7]. - Liquid Glass aims to create a harmonious integration of software and hardware, enhancing the overall user experience [6][7]. Group 4: Market Expectations - Despite the introduction of new features, there is a growing concern regarding Apple's delayed entry into the AI market, with expectations for groundbreaking products akin to the iPhone [8][9]. - The future of Apple's AI strategy is critical, as failure to deliver significant advancements by 2026 could jeopardize its position in the post-smartphone era [9].