再不发力AI就晚了！华尔街警告：苹果(AAPL.US)恐处于 “黑莓时刻”

Core Viewpoint - The article discusses the potential risks Apple faces as it may be entering a "BlackBerry moment," similar to the decline of BlackBerry in the smartphone market due to its failure to adapt to changing technology trends, particularly in artificial intelligence [2][3]. Group 1: Historical Context of BlackBerry - BlackBerry was once a leading smartphone brand, known for its QWERTY keyboard and email capabilities, reaching a peak stock price of over $140 in May 2008 [1]. - The company's market value has since plummeted by over 97%, with current stock prices around $3.65, as consumers shifted to iPhones [1]. - BlackBerry's reluctance to pivot from its successful business model contributed to its decline, as it failed to compete effectively with the iPhone [1]. Group 2: Current Situation of Apple - Apple has seen a stock price increase of over 3000% since May 2008, with a current market capitalization of $3.33 trillion [2]. - Concerns have arisen that Apple may be lagging in the artificial intelligence sector, risking its competitive edge [3]. Group 3: Analyst Recommendations - Dan Ives from Wedbush suggests three strategies for Apple to avoid a similar fate as BlackBerry: - Acquire Perplexity, an AI-based search engine startup, to enhance Siri's capabilities, with a suggested acquisition cost of $30 billion being relatively minor compared to potential AI monetization [4]. - Recruit AI talent from outside the company to revitalize innovation, as recent product launches have lacked creativity [4]. - Fully embrace Google's Gemini AI chatbot, integrating it into the iPhone ecosystem, as Ives believes OpenAI is not a viable long-term partner for Apple [4].