Apple(US:AAPL) 智通财经网·2025-08-02 02:10Core Viewpoint - Apple CEO Tim Cook emphasized the importance of artificial intelligence (AI) and its potential impact, comparing it to the internet, smartphones, cloud computing, and applications [1][2]. Group 1: AI Strategy and Investment - Cook stated that Apple must seize the opportunity in AI and will invest resources to achieve breakthroughs, despite being late to the AI market compared to competitors like OpenAI, Google, and Microsoft [2]. - Apple plans to make significant investments in AI, having added 12,000 employees last year, with 40% in research and development roles [3]. - The company is developing a more powerful cloud computing chip, codenamed "Baltra," and is building an AI server factory in Houston [3]. Group 2: Product Development and Future Plans - Cook expressed excitement about the current product lineup, mentioning upcoming releases such as a foldable iPhone, various smart home devices, new headsets, smart glasses, and robotics technology [4]. - The AI version of Siri has been delayed due to architectural issues, with a new version expected to be released in spring next year [3]. Group 3: Financial Performance and Market Outlook - Apple reported a nearly 10% increase in sales for the June quarter, exceeding Wall Street expectations and alleviating concerns about iPhone demand and a slowdown in the Chinese market [2]. - The company anticipates an $1.1 billion loss due to tariffs but remains optimistic about sales growth [3]. Group 4: Regulatory Environment and Corporate Responsibility - Cook acknowledged the scrutiny faced by tech giants and emphasized the need for regulatory bodies to focus on legislative intent without compromising user experience and privacy [2].