【郭明𫓹：WWDC 2025让大部分投资人期待落空 最重要的是AI】金十数据6月10日讯，知名苹果分析师郭明𫓹表示，对投资人来说，WWDC 2025最重要的是苹果的AI，其他的更新如界面设计都是次要。虽然AI竞争像一场马拉松，而非单一事件决定输赢，但WWDC 2025应该让大部分的投资人期待落空 (特别是跟Google I/O比较下)。不过，WWDC后苹果股价波动不大，原因就如我分析，市场对苹果的AI预期很低，另外也是有部分投资人始终相信“Apple终究会在AI领域占有一席之地”。AI产业进展正加速中，意味着苹果如果不加大投资，跟竞争对手的差距可能会扩大。这或许对Apple的硬体在短期内影响有限，但这是苹果在次世代消费电子产品 (如AR眼镜) 的挑战。
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