汇丰银行：苹果需要AI来提升硬件销售

英为财情

2025/07/18

Investing.com - 据汇丰银行分析师称，苹果通过人工智能推动硬件升级的努力迄今成效不佳，该公司必须提供更具吸引力的AI体验才能重振iPhone销售。"iPhone仍然占苹果销售额的约一半，"汇丰银行写道。但"AI将加速更新周期的最初希望已经短暂消失。"该银行表示，苹果(NASDAQ:AAPL)于2024年6月推出并将逐步在2025年4月前完成部署的Apple Intelligence，...

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据汇丰银行分析师称，苹果通过人工智能推动硬件升级的努力迄今成效不佳，该公司必须提供更具吸引力的AI体验才能重振iPhone销售。\"iPhone仍然占苹果销售额的约一半，\"汇丰银行写道。但\"AI将加速更新周期的最初希望已经短暂消失。\"该银行表示，苹果(NASDAQ:AAPL)于2024年6月推出并将逐步在2025年4月前完成部署的Apple Intelligence，...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2892333\">网页链接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰银行：苹果需要AI来提升硬件销售</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汇丰银行：苹果需要AI来提升硬件销售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-18 19:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2892333><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 据汇丰银行分析师称，苹果通过人工智能推动硬件升级的努力迄今成效不佳，该公司必须提供更具吸引力的AI体验才能重振iPhone销售。\"iPhone仍然占苹果销售额的约一半，\"汇丰银行写道。但\"AI将加速更新周期的最初希望已经短暂消失。\"该银行表示，苹果(NASDAQ:AAPL)于2024年6月推出并将逐步在2025年4月前完成部署的Apple Intelligence，...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2892333\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2592432038.USD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2892333","article_id":"2552346051","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2892333","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2552346051","pubTimestamp":1752839940,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 据汇丰银行分析师称，苹果通过人工智能推动硬件升级的努力迄今成效不佳，该公司必须提供更具吸引力的AI体验才能重振iPhone销售。\"汇丰警告称，AI驱动的Siri发布延迟可能导致许多用户推迟手机升级。\"假设没有因关税导致的重大价格上涨，9月份iPhone 17的更好规格应该能维持需求，与iPhone 16的表现一致，\"汇丰银行表示，这意味着苹果仍需依靠传统硬件升级来推动需求。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","HSHD.SI":"HSBC HK SDR 5to1","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0456855351.SGD":"JPMorgan Funds - 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Multi-Strategy Target Return Ah SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC"},"translate_title":"HSBC: Apple needs AI to boost hardware sales","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"00005":1,"03143":0.6,"HSBA.UK":0.6,"HSHD.SI":0.6,"MACW.SI":0.6,"HSBC":1},"content_text":"Investing.com - 据汇丰银行分析师称，苹果通过人工智能推动硬件升级的努力迄今成效不佳，该公司必须提供更具吸引力的AI体验才能重振iPhone销售。\"iPhone仍然占苹果销售额的约一半，\"汇丰银行写道。但\"AI将加速更新周期的最初希望已经短暂消失。\"该银行表示，苹果(NASDAQ:AAPL)于2024年6月推出并将逐步在2025年4月前完成部署的Apple Intelligence，\"迄今未能在用户体验方面带来显著改善。\"汇丰警告称，AI驱动的Siri发布延迟可能导致许多用户推迟手机升级。\"假设没有因关税导致的重大价格上涨，9月份iPhone 17的更好规格应该能维持需求，与iPhone 16的表现一致，\"汇丰银行表示，这意味着苹果仍需依靠传统硬件升级来推动需求。关税据称仍是一个重大担忧。汇丰指出，苹果\"无法足够快地重新本地化生产以避免美国关税上调\"，并估计市场共识预期中国进口商品关税将增加20%。苹果已经警示6月季度将面临9亿美元的利润率打击，但汇丰仍预计年度自由现金流将超过1000亿美元。除贸易阻力外，法律风险也在增加。欧盟委员会正在调查苹果是否违反《数字市场法》，而美国司法部指控其市场垄断的诉讼也为\"商业模式带来长期风险\"，据该银行称。汇丰维持对苹果的\"持有\"评级，目标价为220美元，引用\"5%的监管折价\"，并警告关税和法律不确定性可能会限制近期上涨空间。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}