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大行評級|美銀:予蘋果“買入”評級 Siri與其他應用深度整合有望在2026年帶來30億美元收入

美國銀行證券分析師Wamsi Mohan予蘋果“買入”評級,目標價為256美元。蘋果在6月的全球開發者大會(WWDC)上官宣了生成式人工智能軟件Apple Intelligence,這項技術預計將幫助用户編輯和總結電子郵件、生成圖像,並讓Siri變得更加智能和實用。

分析師寫道,公司將把Siri打造成一名虛擬助手,能夠為用户完成諸如預訂乘車、點餐或安排會議等任務。這引出了一個問題,Siri會向用户推薦或預訂哪家服務?分析師的答案是:誰付錢最多,誰就會被Siri優先推薦給用户。Mohan解釋説,假設用户要求Siri為他們預訂從機場出發的乘車服務,Siri將會向用户提供多個拼車公司的選擇,並將支付最多的公司列為首選。分析師估計,Siri與其他應用的深度整合可能在2026年帶來30億美元的收入,十年內這一數字可能接近500億美元。

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