电子行业点评报告:苹果秋季发布会前瞻:AI战略落地、iPhone硬件自主化与可穿戴健康升级

东吴证券
Sep 01, 2025

(以下内容从东吴证券《电子行业点评报告:苹果秋季发布会前瞻:AI战略落地、iPhone硬件自主化与可穿戴健康升级》研报附件原文摘录)投资要点AI战略:系统级应用深度集成,Siri或借第三方模型升级。在iOS26中,苹果已将AI深度融入系统级应用与核心功能,推动操作系统“AI化”。具体包括Visual Intelligence截屏识别、信息/电话/FaceTime实时翻译、来电筛选、Safari智能...

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