黑莓时刻

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华尔街警告:苹果恐处于 “黑莓时刻”
财联社· 2025-08-09 14:32
Core Viewpoint - The article discusses the potential risks Apple faces as it may be entering a "BlackBerry moment," similar to the decline of BlackBerry in the smartphone market due to its failure to adapt to changing technology trends, particularly in artificial intelligence [6][7][9]. Group 1: Historical Context of BlackBerry - BlackBerry was once a leading smartphone brand, known for its QWERTY keyboard and email capabilities, achieving a peak stock price of over $140 in May 2008 [3][4]. - The company's market value has since plummeted by over 97%, with current stock prices around $3.65, as consumers shifted to iPhones [5]. Group 2: Current Situation of Apple - Apple has seen a stock price increase of over 3000% since May 2008, with a current market capitalization of $3.33 trillion [6]. - Concerns are rising that Apple may be complacent in the face of a new technological revolution driven by generative artificial intelligence, risking its competitive position [7][9]. Group 3: Analyst Recommendations for Apple - Analyst Dan Ives suggests three strategies for Apple to avoid a decline similar to BlackBerry: 1. Acquire Perplexity, an AI-based search engine startup, to enhance Siri's capabilities, with a suggested acquisition price of $30 billion being seen as reasonable given the potential for AI monetization [10]. 2. Bring in external AI talent to rejuvenate innovation within the company, as recent product launches have lacked creativity [10]. 3. Fully embrace Google's Gemini AI chatbot, integrating it into the iPhone ecosystem, while cautioning that OpenAI may not be a viable long-term partner [10].
再不发力AI就晚了!华尔街警告:苹果(AAPL.US)恐处于 “黑莓时刻”
智通财经网· 2025-08-09 09:23
你还记得黑莓吗?20年前最受欢迎的智能手机。早在2000年代中期,很多人喜欢黑莓手机的QWERTY 键盘和即时接收电子邮件的功能。 黑莓公司曾是全球最有价值的公司之一,也是其诞生地加拿大的骄傲。该公司股价曾在2008年5月达到 逾140美元的峰值。 然而,随着消费者在接下来的几年里纷纷转向iPhone,黑莓股价暴跌。黑莓股价目前约为3.65美元。市 值较历史峰值缩水超97%。 艾夫斯写道,目前市面上有24亿台iOS设备和15亿部iPhone在流通,苹果拥有无与伦比的平台优势,但 如果不大胆进军人工智能领域,就有可能浪费这一领先优势。 三大建议 苹果恐处于"黑莓时刻" 苹果轻而易举地赢得了移动手机革命。自2008年5月以来,苹果股价已上涨逾3000%,目前市值达3.33 万亿美元。 然而,一场新的技术革命已经开始。生成式人工智能正在彻底重塑这个行业,华尔街一些人担心,苹果 现在可能正面临自己的"黑莓时刻"。 "黑莓时刻"这一表述来自华尔街投行韦德布什的科技分析师丹·艾夫斯周五发布的一份新研报。 在这份报告中,艾夫斯一改他一贯的乐观论调,向苹果发出了严厉警告:积极进军人工智能领域,否则 就有可能成为下一个黑莓。 ...