分析师：苹果不能在生成式AI竞赛中袖手旁观

英为财情

2025/07/25

Investing.com - 据Needham分析师表示，苹果(NASDAQ:AAPL)不能在正在进行的生成式AI竞赛中袖手旁观。在周五发布的一份报告中，该券商敦促投资者在苹果第三季度财报电话会议前保持谨慎。 "我们认为苹果不能继续置身事外，没有明确阐述的生成式AI战略和行动计划，"分析师Laura Martin写道。她指出，竞争对手在AI集成方面快速推进带来的风险正在增加。"这意味着，iOS...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2554795253"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2554795253\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2554795253?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-07-25 20:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2554795253","market":"us","top_or_hot":-1,"title":"分析师：苹果不能在生成式AI竞赛中袖手旁观","media":"英为财情","content":"<div>\n<p>Investing.com - 据Needham分析师表示，苹果(NASDAQ:AAPL)不能在正在进行的生成式AI竞赛中袖手旁观。在周五发布的一份报告中，该券商敦促投资者在苹果第三季度财报电话会议前保持谨慎。\n\"我们认为苹果不能继续置身事外，没有明确阐述的生成式AI战略和行动计划，\"分析师Laura Martin写道。\n她指出，竞争对手在AI集成方面快速推进带来的风险正在增加。\"这意味着，iOS...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2903433\">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>分析师：苹果不能在生成式AI竞赛中袖手旁观</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分析师：苹果不能在生成式AI竞赛中袖手旁观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-25 20:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2903433><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com - 据Needham分析师表示，苹果(NASDAQ:AAPL)不能在正在进行的生成式AI竞赛中袖手旁观。在周五发布的一份报告中，该券商敦促投资者在苹果第三季度财报电话会议前保持谨慎。\n\"我们认为苹果不能继续置身事外，没有明确阐述的生成式AI战略和行动计划，\"分析师Laura Martin写道。\n她指出，竞争对手在AI集成方面快速推进带来的风险正在增加。\"这意味着，iOS...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2903433\">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":"IE0005OL40V9.USD","symbol_name":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2903433","article_id":"2554795253","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2903433","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2554795253","pubTimestamp":1753448040,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 据Needham分析师表示，苹果不能在正在进行的生成式AI竞赛中袖手旁观。在周五发布的一份报告中，该券商敦促投资者在苹果第三季度财报电话会议前保持谨慎。\"我们认为苹果不能继续置身事外，没有明确阐述的生成式AI战略和行动计划，\"分析师Laura Martin写道。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","BK4579":"人工智能","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4581":"高盛持仓","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0097036916.USD":"贝莱德美国增长A2 USD","AAPL":"苹果","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4585":"ETF&股票定投概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4575":"芯片概念","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD"},"translate_title":"Analyst: Apple Can't Sit By in the Generative AI Race","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1},"content_text":"Investing.com - 据Needham分析师表示，苹果(NASDAQ:AAPL)不能在正在进行的生成式AI竞赛中袖手旁观。在周五发布的一份报告中，该券商敦促投资者在苹果第三季度财报电话会议前保持谨慎。\n\"我们认为苹果不能继续置身事外，没有明确阐述的生成式AI战略和行动计划，\"分析师Laura Martin写道。\n她指出，竞争对手在AI集成方面快速推进带来的风险正在增加。\"这意味着，iOS每个季度都在进一步落后于Android，\"Laura表示，并补充说，考虑到iPhone在推动硬件和服务收入方面的核心作用，这一差距对苹果构成\"生存风险\"。\nMartin提醒投资者注意苹果在追赶过程中可能增加的支出。该分析师表示，预计该公司可能会宣布\"与Anthropic或其他专有大型语言模型签订每年数十亿美元的许可协议，为苹果构建其独特的私有生成式AI基础设施\"，甚至可能大幅提高其资本支出指引，以投资AI基础设施。\n除了财务成本外，Needham还警告了人才保留方面的挑战。Martin认为，如果苹果不允许其员工将生成式AI集成到其生态系统中，苹果\"将失去其最优秀的AI员工，他们会转投META(NASDAQ:META)、OpenAI、Anthropic等公司\"。\n随着苹果每个季度都未能提出全面的生成式AI战略，媒体和华尔街要求替换Tim Cook担任苹果CEO的呼声越来越高。\nMartin表示，苹果股价今年迄今下跌14%，而标普500上涨8%，这清楚地表明投资者希望公司采取行动。\n据该报告，iPhone制造商目前缺乏生成式AI变现渠道——不像谷歌(NASDAQ:GOOGL)和亚马逊(NASDAQ:AMZN)都从基于云的大型语言模型服务中受益——这使其处于战略劣势。\nMartin表示，这种缺失最终可能\"导致苹果相对于同行出现估值折价\"。尽管苹果拥有27.7倍的远期市盈率溢价估值，但其收入和利润率增长都落后于同行。\n\"我们认为，一旦投资者了解到追赶其他早期采用生成式AI的大型科技集团所需的投资水平，苹果的股价将会下跌，\"该分析师表示。\nNeedham重申对苹果股票的持有评级。\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"}}}