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摩根大通:蘋果牌AI技能待解鎖,暫未“引爆” iPhone 16系列銷量
科技媒體AppleInsider發佈博文,報道稱投資銀行摩根大通認為,Apple Intelligence並未“引爆” iPhone 16系列。摩根大通調查用户反饋和監測iPhone 16系列的銷量數據後,認為現階段Apple Intelligence並未推動iPhone 16系列銷量,可能是蘋果尚未解鎖完整版 AI 功能,因此對初期訂單的“拉動能力較弱”。摩根大通羅列了值得升級iPhone 16系列的理由,認為Apple Intelligence並未出現在前五中,此前因素包括更快的 5G 網絡連接和手機運行速度。另一個問題是,Apple Intelligence 最初只會提供美國英語。分析師預測,隨着更多國家的支持,消費者對Apple Intelligence模型的需求將會增長。總體來看,摩根大通現在預測蘋果將在 2024 年第四季度銷售7600萬部 iPhone。在接下來的四個季度內,這一數字將達到1.48億部。基於當前銷售情況和對蘋果智能增長的預測,摩根大通維持蘋果股票價格為265美元。
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