苹果AI战略遭“逼宫”：投资者呼吁激进变革，收购或成关键

Group 1 - The core issue for Apple is a trust crisis stemming from its lagging AI strategy, resulting in a market value loss of over $630 billion this year due to weak stock performance and slow AI feature rollout [1][3] - Despite being among the top companies by market capitalization, Apple's stock has underperformed compared to competitors, prompting analysts to suggest that acquiring a mature AI company could significantly improve investor sentiment [3][4] - Recent discussions within Apple about acquiring the AI search engine startup Perplexity AI, valued at $14 billion, indicate a potential shift in strategy, although the company has not yet responded to these acquisition rumors [3][4] Group 2 - Analysts highlight that Apple's cash reserves are nearly double that of Meta, yet this financial advantage has not translated into technological breakthroughs, raising concerns about the company's ability to compete in the AI space [4] - Management changes, including the retirement of key executives, have increased uncertainty around Apple's leadership and strategic direction, with calls for a significant overhaul to address its lag in AI development [4] - The competitive landscape in AI is intensifying, with rivals like Meta making aggressive investments, which underscores the urgency for Apple to take bold actions, such as acquiring an AI firm, to signal a strategic shift [4]