Innovation Limited Market is bearish on Apple's first AI phone

智通財經
2024.09.10 23:49
蘋果公司當地時間 9 月 9 日發佈了首次搭載 AI 功能的 iPhone 16 系列手機，不過市場反應平淡。有分析認為，蘋果在 AI 應用領域並不出眾，創新亮點不足，加之換代週期尚未到來，蘋果手機和相關產品恐難有效提振公司未來業績。業內人士稱，蘋果的 AI 之路難言樂觀。首先，蘋果智能應用範圍可能出現區域不平衡。在歐盟，由於受到監管的影響，預計蘋果智能的啓用將被推遲。而在世界最大的智能手機市場中國，蘋果與本地生成式 AI 開發企業的合作前景還不明朗。其次，在 AI 投入和合作方面，蘋果的步伐稍顯緩慢。再次，換機週期變慢也為蘋果手機業績增長埋下不確定性。
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