滙豐銀行：蘋果需要AI來提升硬件銷售

英為財情

2025/07/18

Investing.com - 據滙豐銀行分析師稱，蘋果通過人工智能推動硬件升級的努力迄今成效不佳，該公司必須提供更具吸引力的AI體驗才能重振iPhone銷售。"iPhone仍然佔蘋果銷售額的約一半，"滙豐銀行寫道。但"AI將加速更新周期的最初希望已經短暫消失。"該銀行表示，蘋果(NASDAQ:AAPL)於2024年6月推出並將逐步在2025年4月前完成部署的Apple Intelligence，...

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據滙豐銀行分析師稱，蘋果通過人工智能推動硬件升級的努力迄今成效不佳，該公司必須提供更具吸引力的AI體驗才能重振iPhone銷售。\"iPhone仍然佔蘋果銷售額的約一半，\"滙豐銀行寫道。但\"AI將加速更新周期的最初希望已經短暫消失。\"該銀行表示，蘋果(NASDAQ:AAPL)於2024年6月推出並將逐步在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\">網頁鏈接</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>滙豐銀行：蘋果需要AI來提升硬件銷售</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: 12.5px; color: #7E829C; margin: 0;}\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滙豐銀行：蘋果需要AI來提升硬件銷售\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-07-18 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - 據滙豐銀行分析師稱，蘋果通過人工智能推動硬件升級的努力迄今成效不佳，該公司必須提供更具吸引力的AI體驗才能重振iPhone銷售。\"iPhone仍然佔蘋果銷售額的約一半，\"滙豐銀行寫道。但\"AI將加速更新周期的最初希望已經短暫消失。\"該銀行表示，蘋果(NASDAQ:AAPL)於2024年6月推出並將逐步在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\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2892333\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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 - 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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 - 據滙豐銀行分析師稱，蘋果通過人工智能推動硬件升級的努力迄今成效不佳，該公司必須提供更具吸引力的AI體驗才能重振iPhone銷售。\"iPhone仍然佔蘋果銷售額的約一半，\"滙豐銀行寫道。但\"AI將加速更新周期的最初希望已經短暫消失。\"該銀行表示，蘋果(NASDAQ:AAPL)於2024年6月推出並將逐步在2025年4月前完成部署的Apple Intelligence，\"迄今未能在用户體驗方面帶來顯著改善。\"滙豐警告稱，AI驅動的Siri發布延遲可能導致許多用户推遲手機升級。\"假設沒有因關税導致的重大價格上漲，9月份iPhone 17的更好規格應該能維持需求，與iPhone 16的表現一致，\"滙豐銀行表示，這意味着蘋果仍需依靠傳統硬件升級來推動需求。關税據稱仍是一個重大擔憂。滙豐指出，蘋果\"無法足夠快地重新本地化生產以避免美國關税上調\"，並估計市場共識預期中國進口商品關税將增加20%。蘋果已經警示6月季度將面臨9億美元的利潤率打擊，但滙豐仍預計年度自由現金流將超過1000億美元。除貿易阻力外，法律風險也在增加。歐盟委員會正在調查蘋果是否違反《數字市場法》，而美國司法部指控其市場壟斷的訴訟也為\"商業模式帶來長期風險\"，據該銀行稱。滙豐維持對蘋果的\"持有\"評級，目標價為220美元，引用\"5%的監管折價\"，並警告關税和法律不確定性可能會限制近期上漲空間。\n本文由人工智能協助翻譯。更多信息，請參見我們的使用條款。","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"}}}