未知机构：华泰电子苹果AppleiOS182第二个Beta版发布-20241105

Summary of Conference Call Notes Company and Industry Involved - The discussion revolves around Apple Inc. and its latest software update, iOS 18.2 Beta 2 [1][2]. Core Points and Arguments - Release of iOS 18.2 Beta 2: The second beta version was released early today, focusing on enhanced AI functionalities, currently available only in English-speaking regions [1]. - Integration of ChatGPT with Siri: The core feature of iOS 18.2 Beta 2 is the integration of ChatGPT with Siri, aimed at improving human-machine interaction [1][2]. - Upgrade to ChatGPT Plus: Users can upgrade to ChatGPT Plus for $19.99 per month to access more powerful AI features [1]. - Future Updates: iOS 18.2 is expected to undergo 2-3 more updates, with plans to incorporate AI into more scenarios and increase task complexity [1]. - Official Release Timeline: The official version of iOS 18.2 is anticipated to be pushed out in early December [1]. Additional Important Content - AI Innovation in Hardware: The discussion highlights that AI-driven innovation in hardware is just beginning, indicating potential growth in this area [2]. - Recommended Stocks: The call recommends several stocks related to Apple's supply chain, including Luxshare Precision, Lingsheng Intelligent Manufacturing, Dongshan Precision, AAC Technologies, Pengding Holdings, Lante Optics, Lens Technology, and Crystal Optoelectronics [2].