苹果“蛰伏”AI一整年 CNBC：2026至关重要 Siri大招得完美

Core Insights - Apple is set to launch a new generation of its AI voice assistant Siri in 2026, marking a significant shift as it moves away from hardware-focused releases [1] - The company has faced pressure to catch up in the AI space, especially after the rise of competitors like OpenAI and Google, which have made significant advancements in AI technology [1][4] - Apple's stock has seen a 12% increase in 2025, largely due to the positive reception of the iPhone 17, while Google has experienced a 60% rise in its stock, driven by its AI developments [3] Group 1: AI Development and Strategy - Apple has publicly acknowledged its progress in Siri's development, raising market expectations for the product [2] - The company has delayed the release of the upgraded Siri, initially planned for 2025, to ensure it meets consumer expectations [4][5] - Apple's AI strategy has been criticized for lacking the scale of innovations seen in competitors, although some AI features have received positive feedback [4] Group 2: Market Position and Competition - Despite concerns about its AI capabilities, Apple's core business remains strong, with expectations of a 10% revenue growth in the holiday quarter [7] - Analysts suggest that Apple's current AI performance has not significantly impacted iPhone sales, as competitors have yet to demonstrate a disruptive advantage [8] - The company faces potential threats from emerging AI devices and competitors, including OpenAI, which has acquired a startup founded by a former Apple designer [9][10]