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苹果AI令人大失所望!果链概念股集体走弱,发生了什么?
Jin Rong Jie· 2025-06-10 06:29
Core Viewpoint - The article highlights the disappointing performance of Apple in the AI sector, particularly regarding the delayed launch of AI-enhanced Siri, which has negatively impacted market confidence and led to declines in related stocks [1][2][3]. Group 1: Stock Performance - On June 10, stocks related to Apple's supply chain experienced significant declines, with notable drops including 3.69% for High伟电子, 2.79% for丘钛科技, and 4.11% for环旭电子 [1]. - Following the WWDC 2025 event, Apple's stock also saw a decline, with a drop of 1.21% to $201.45 per share [4]. Group 2: AI Developments - At WWDC 2025, Apple announced that the anticipated AI features for Siri would not be released in the short term, which disappointed the market [2]. - Analysts criticized Apple's slow progress in AI, with some stating that the event failed to showcase any significant advancements in this area [3]. Group 3: Market Reactions - The market's reaction to Apple's updates was lukewarm, with the new design language for its operating systems being perceived as merely an aesthetic fix rather than a substantial improvement in AI capabilities [4]. - Despite the disappointing news, some investors remain hopeful about Apple's potential in the AI space, believing that the company will eventually secure a position in the market [3].
苹果WWDC 2025:软件界面大更新,AI进展仍不及预期
Jin Shi Shu Ju· 2025-06-10 02:31
将持续一周的苹果年度开发者大会(WWDC)周一开幕,但并未带来以往WWDC那种引爆全场的重磅 发布。既没有像2023年那样推出Vision Pro头显,也没有去年那样的Apple Intelligence震撼亮相。 不过,苹果(AAPL.O)发布了一项重要的软件更新,这将在今年晚些时候改变所有苹果主要设备——从 iPhone、Mac笔记本电脑到Vision Pro虚拟现实头显——的界面风貌。这项更新是一种跨越苹果所有操作 系统的全新设计语言,苹果称之为"液态玻璃"(Liquid Glass)。 对苹果来说,这是自2013年发布iOS 7以来,iPhone操作系统的首次重大视觉重塑。苹果表示,锁屏界 面将如同玻璃打造,按钮变为类似玻璃胶囊的形态,沿着玻璃轨道流畅滑动。接听电话等操作时,还有 全新的动画效果。 但是,这一发布未能打动华尔街,当天苹果股价下跌1.2%。投资者对苹果在人工智能领域的进展日益 不满,迫切希望其赶上谷歌和OpenAI等竞争对手最前沿模型的能力。 费德里希在一段预录视频中表示,"Apple Silicon的性能已实现飞跃——让我们能打造出过去只能梦想的 软件、材质与体验。" 如同苹果历来发布 ...
特朗普怒喷苹果,导火索是库克没跟着去中东?
Hua Er Jie Jian Wen· 2025-05-27 13:46
曾经是特朗普座上宾的苹果CEO蒂姆·库克,如今发现自己处于白宫炮火的正中心——仅仅因为他选择 不参加总统的中东之行? 27日,据媒体报道,在特朗普最近的中东之行筹备期间,白宫鼓励众多美国公司CEO和代表随行。然而 库克选择了缺席,这一决定显然激怒了特朗普。 在近日沙特阿拉伯利雅得的演讲中,特朗普当众对库克进行了点名批评。他先是赞扬了随行的英伟达 CEO黄仁勋,随后话锋一转: "我是说,蒂姆·库克不在这里,但你在。" 中东之行缺席引发的"不悦" 近期苹果频频被推至特朗普政府的"风口浪尖"。 15日,特朗普在卡塔尔首都多哈与企业高管会面时,公开表达了对库克的不满:"我和蒂姆·库克之间有 点小问题。" 据新华社24日报道,特朗普23日曾在社交媒体上称,凡是在国外制造并在美国销售的苹果手机,应该面 临至少25%的关税。韩国三星电子公司和其他生产手机的企业也将面临关税。 对于掌舵苹果近14年的库克而言,白宫新的关税计划的时机可谓糟糕。 上个月,苹果在App Store诉讼中遭遇惨败,法官严厉指责苹果高管"在宣誓下彻头彻尾地撒谎",并 称"库克选择错误"。更雪上加霜的是,苹果前首席设计师Jony Ive上周加入OpenA ...