美东时间13:11 - 随着苹果在CEO约翰·特纳斯的带领下迈入崭新时代，硬件创新将成为其未来五年发展的核心驱动力。D.A. Davidson在一份研究报告中指出，特纳斯预计将在下周的发布会上正式揭晓折叠屏iPhone。这一重磅产品，叠加苹果近期对全线产品实施的提价策略，有望点燃市场热情并显著提振营收，为特纳斯的任期开一个好头。分析师Gil Luria认为，这些举措将构成一个良好的开局。
然而，放眼长远，投资者和消费者的期待远不止于此。Luria进一步指出，他们渴望看到更多令人眼前一亮的硬件突破，例如玻璃机身iPhone、内置摄像头的AirPods，甚至可能是智能眼镜。这些潜在新品，将决定苹果能否持续引领消费电子潮流。
与此同时，人工智能的浪潮也为苹果带来了全新的想象空间。Luria补充道：“AI可能正为苹果开启一扇新的大门，使其成为AI模型的编排者与集大成者，从而开辟一条全新的增长路径。”在这一战略定位下，苹果或将从单纯的硬件制造商，转型为连接用户与AI生态的核心枢纽。
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