知名分析师认为，苹果的AI创新迫在眉睫

Core Viewpoint - Apple is facing significant challenges in the AI sector, with analysts expressing concerns over its lack of innovation and strategic direction in comparison to competitors like Microsoft and Google [3][7][9]. Group 1: AI Strategy and Market Position - Analysts, including Dan Ives from Wedbush Securities, noted that Apple's recent WWDC event showed a lack of focus on AI, which he described as the "elephant in the room" [3][4]. - Ives emphasized that Apple's innovation in AI is not emerging from its headquarters in Cupertino, suggesting a shift in the company's ability to develop transformative technologies internally [3][4]. - The report highlighted the urgent need for Apple to consider significant acquisitions, such as Perplexity, to enhance its AI capabilities and reposition Siri as a leading AI interface for consumers [4][5]. Group 2: Financial Performance and Market Challenges - Despite the concerns, analysts maintain a positive outlook on Apple's short-term performance, with a target stock price of $270 per share, driven by the upcoming iPhone 17 and strong service business [5]. - Apple is experiencing pressure from trade tensions, evolving supply chain risks, and increasing competition from lower-priced Asian rivals, which pose threats to its core market [4][6]. Group 3: Leadership and Innovation Concerns - Tim Cook's leadership has been praised for transforming Apple into a $3.2 trillion company, but criticisms have emerged regarding the company's innovation in the AI era [6][7]. - Analysts argue that Cook's operational excellence may not be sufficient to navigate the rapidly changing tech landscape dominated by AI advancements [7][8]. - The departure of key AI executives has raised further doubts about Apple's innovation capabilities, with calls for a leadership change to focus more on product development rather than logistics [8][9].