Apple(US:AAPL) 财联社·2025-08-26 23:43Core Viewpoint - Apple is set to hold its annual fall event on September 9, 2023, at its headquarters, focusing on new product launches and advancements in AI technology [1][3]. Product Launch Expectations - Apple is expected to unveil the new iPhone 17 series, which may feature a horizontal camera module similar to Google's Pixel [4]. - A new, thinner model, potentially named iPhone 17 Air, is rumored to be introduced, prioritizing a lightweight design over camera and battery performance [5]. - Other anticipated products include new Apple Watch models, an upgraded iPad Pro, and a more powerful Vision Pro headset [6]. AI Technology Focus - The event will serve as a platform for Apple to showcase its latest advancements in AI technology, particularly in relation to Siri and its integration with new features [6]. - Discussions have been reported regarding Apple's potential collaboration with Google on the Gemini project to enhance Siri, as well as previous talks with Anthropic and OpenAI [7]. Market and Economic Context - Apple faces pressure from increased tariffs on goods from India, which raises investor concerns about the potential for new products to drive growth [8]. - The U.S. Department of Homeland Security announced a 50% tariff on Indian goods starting August 27, 2023 [9]. - Earlier this month, Apple announced a $100 billion investment in U.S. manufacturing, likely aimed at securing tariff exemptions [10].