以下文章来源于科创板日报 ，作者卞纯 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 当地时间周一， 美国企业家埃隆·马斯克威胁要对苹果公司采取法律行动，指控苹果公司在管理App Store排名方面违反了反垄断法 。 "苹果的行为使得除OpenAI之外的任何一家人工智能公司都无法登上App Store榜单第一名，这显然违反了反垄断法。xAI将立即采 取法律行动，"马斯克在社交媒体平台X上写道。 "当X是全球排名第一的新闻应用，而Grok在所有应用中排名第五时，为什么你拒绝将X或Grok放在你的"必备应用"部分？你是在 玩弄政治吗？"马斯克在另一条帖子中写道。 科创板日报 . 马斯克并未提供证据支持其说法。 截至目前，OpenAI的ChatGPT在美国iOS商店的热门免费应用排行榜上排名第一，并且是苹果"必备应用"区唯一的AI聊天机器人应用。 在威胁对苹果采取法律行动之前，马斯克曾庆祝Grok已超越谷歌，成为App Store上排名第五的免费应用。 根据Sensor Tower的数据，ChatGPT在Google Play Store的排名也位居榜首。 苹果去年与OpenAI合作，将Cha ...

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].

Core Viewpoint - Apple's annual developer conference (WWDC) did not deliver major announcements like previous years, focusing instead on a significant software update called "Liquid Glass" that will change the interface across all major Apple devices later this year [1] Software Update - The "Liquid Glass" design language represents the first major visual overhaul of the iPhone operating system since iOS 7 was released in 2013, featuring a glass-like lock screen and new animation effects for actions like answering calls [1][3] - The update will be available for testing this summer, with a focus on providing a more pleasant user experience through transparent buttons and rounded corners [3] Market Reaction - Following the announcement, Apple's stock price fell by 1.2%, indicating investor dissatisfaction with the company's progress in artificial intelligence compared to competitors like Google and OpenAI [1] AI Integration - Apple has expanded its integration with OpenAI's ChatGPT, allowing users to send screenshots to ChatGPT for automatic summarization and interpretation of content [4] - A new real-time voice translation feature will enable iPhones to translate conversations between users speaking different languages, processing everything locally without server connection [5] Versioning Changes - Apple will change its naming convention for operating systems to reflect the year of public release, with the upcoming iOS version being iOS 26 [6][7] - This change aims to simplify the naming of different device operating systems and maintain a consistent annual update rhythm, addressing previous confusion over generational differences [7]

Core Viewpoint - Apple's CEO Tim Cook has faced significant backlash from President Trump after choosing not to attend a recent Middle East trip, which has led to public criticism and potential trade repercussions for the company [1][2][3]. Group 1: Relationship with Trump Administration - Cook's absence from the Middle East trip has reportedly angered Trump, who publicly criticized him during his visit [1][2]. - Previously, Cook was considered a favored CEO by Trump, even humorously referred to as "Tim Apple" in 2019, but this relationship appears to have soured [3]. Group 2: Challenges Faced by Apple - Apple is currently dealing with multiple challenges, including a recent legal defeat in an App Store lawsuit where Cook was accused of lying under oath [4]. - The company's former chief designer, Jony Ive, has joined OpenAI, posing a direct competitive threat to Apple [4]. - Apple's upcoming Vision Pro mixed reality headset is expected to underperform upon its release in January 2024, and the delay of a new Siri version has raised concerns about its competitiveness in AI [5]. Group 3: Trade and Economic Pressures - Trump's recent comments suggest a potential 25% tariff on iPhones manufactured abroad, which could impact Apple's pricing and market strategy [1][5]. - Although Apple has committed to investing $500 billion in the U.S. over the next four years and sourcing $19 billion worth of chips domestically, these measures may not satisfy the Trump administration's demands [5]. - The uncertainty surrounding potential tariff increases poses ongoing pressure on Apple's global supply chain and investor confidence [5].