Wedbush：苹果(AAPL.US)AI战略关键需“三箭齐发” ：收购Perplexity、吸纳人才、联手Gemini

Group 1 - Wedbush Securities emphasizes that Apple must take three actions to avoid a "BlackBerry moment" in the AI sector, maintaining an "outperform" rating with a target price of $270 [1] - The first recommendation is for Apple to acquire Perplexity, an AI search engine, which could redefine its AI strategy and integrate well with Siri, even if it costs over $30 billion [1] - The second suggestion is to bring in external talent for the management team, as the current innovation performance is disappointing, and high salaries may be necessary to attract tech executives [1] - The third recommendation is for Apple to establish a partnership with Google for the Gemini AI, despite regulatory complexities, as this integration could significantly enhance the iPhone ecosystem [1] Group 2 - The analyst team believes that OpenAI will not be a future partner for Apple, and the company should focus on deepening its collaboration with Gemini to bring transformative AI capabilities to its users [2] - The urgency for Apple to take significant actions is highlighted, with a strong recommendation to enhance cooperation with Google despite ongoing regulatory scrutiny [2]