Apple(US:AAPL) 猿大侠·2025-06-10 04:54Core Viewpoint - The disappointment from investors regarding Apple's recent event was primarily due to the delay in updates for Siri, leading to a significant drop in market value by $75 billion shortly after the announcement [1][3][20]. Group 1: Event Highlights - The main highlights of the Apple event included a new liquid glass design, a focus on traditional user interfaces, and a series of updates across iOS and macOS aimed at enhancing user experience [5][6]. - Apple introduced a new version of the application development suite, Xcode 26, which integrates OpenAI's ChatGPT model, allowing developers to connect AI models directly into their coding processes [8][9][10]. Group 2: AI Updates - Developers now have access to a wider range of AI models, including the ability to integrate Apple's AI capabilities into their applications through the newly launched Foundation Models framework [12][13]. - The framework supports Swift and simplifies the integration of generative AI into existing applications, with a public testing phase set to begin next month [14][15]. Group 3: User Experience Enhancements - Apple has rolled out AI functionality updates across its operating systems, including a visual intelligence feature that allows users to perform AI searches based on screenshots [17][18]. - The system can automatically detect tasks on the screen and suggest adding them to the calendar, enhancing overall user productivity [19]. Group 4: Analyst Insights - Analyst Ming-Chi Kuo summarized that Apple's AI strategy is central, while UI changes and OS improvements are secondary, predicting no major breakthroughs in AI technology [24]. - Despite the current lag behind competitors in AI, Apple is considering partnerships with leading AI service providers like OpenAI to enhance its offerings [24].