苹果WWDC发布AI新功能却难掩保守：Siri跳票，股价承压

Core Viewpoint - Apple introduced a series of AI-related updates and a new design language "Liquid Glass" for iOS 26 at the WWDC 2025, but the lack of significant advancements in Siri led to a lukewarm investor response, with the stock price dropping by 1.5% to $200 during the event [1][2]. Group 1: AI Features and Design Updates - The "Liquid Glass" interface is highlighted as the most significant design update in iOS history, according to Apple's user interface VP Alan Dye [2]. - New AI-driven features include real-time translation in iMessage, automatic subtitles in FaceTime, and real-time conversation translation on calls, all designed to prioritize user privacy by processing data locally [2]. - The Apple Watch introduced a new "Workout Buddy" feature that uses AI for voice encouragement and personalized goal reminders during workouts [2]. Group 2: Market Expectations and Reactions - Analysts noted that while the WWDC outlined a vision for the developer ecosystem, there were no major breakthroughs in Apple's AI strategy, with Wedbush analyst Dan Ives describing the company's approach as still quite conservative [2]. - Despite the introduction of the "Apple Intelligence" strategy last year, key features, including a revamped Siri, have faced delays, leading to user disappointment [3]. - Apple has been criticized for lagging in the AI race since the launch of ChatGPT in 2022, with its AI capabilities not yet integrated into a practical smart assistant [3]. Group 3: AI Architecture and Privacy - Apple's AI framework consists of three layers: local device AI, a proprietary private cloud for enhanced privacy, and integration with OpenAI's ChatGPT, which raises concerns about user privacy [3][4]. - The emphasis on privacy means that Apple's AI capabilities may currently lag behind competitors who leverage more powerful computing resources [4]. Group 4: Financial Performance and Market Sentiment - Apple has over 2 billion active devices globally, making each OS update a significant opportunity for user engagement, yet the company’s cautious approach to AI has led some investors to view it as conservative [5]. - Since the beginning of 2025, Apple's stock has fallen by 20%, and the recent WWDC did not improve market sentiment [5].