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大行評級丨花旗:Siri AI更新將缺席蘋果開發者大會 投資人對此次活動期待值偏低

蘋果將於當地時間6月9日舉行一年一度的開發者大會(WWDC),並承諾將發佈一系列“突破性更新”。然而,花旗研究團隊指出,投資人對此次活動的期待值偏低。花旗表示,市場期待已久的Siri人工智能(AI)更新,預料將不會出現在今年的WWDC上。庫克先前曾表示,Siri的AI更新可望於“未來一年”內推出。該團隊指出,這項更新的發佈已無限期延後,可能要等到下一個作業系統的更新週期纔會登場,但確切時間點仍不明朗。

分析師預期,投資人本次WWDC將聚焦於蘋果智能助理Apple Intelligence的最新進展,包括拓展更多市場以及與OpenAI以外的夥伴合作 (該合作關係於2024年首次宣佈)。此外,分析師也預期,蘋果可能會在此次WWDC上推出大規模的使用者界面(UI)改版,使其更一致且更簡單,並朝向Vision Pro(混合實境頭戴裝置)作業系統的風格靠攏。

花旗維持對蘋果的“買入”評級,目標價爲240美元。

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