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Siri AI makes a powerful debut! What’s next for Apple?

From June 9 to 13 Beijing time, Apple's WWDC26 Worldwide Developers Conference officially kicked off, unveiling the long-anticipated rollout Show More
From June 9 to 13 Beijing time, Apple's WWDC26 Worldwide Developers Conference officially kicked off, unveiling the long-anticipated rollout of Apple’s AI advancements: Siri received a historic major upgrade, launching as a standalone app and switching its underlying model from Apple’s in-house solution to Google’s Gemini. Additionally, the platform now supports third-party AI models, breaking away from its previous exclusive integration with ChatGPT. On the hardware front, a foldable iPhone and a touchscreen Mac are set to debut. Earlier, Apple reported second-quarter revenue of $111.1 billion, surpassing market expectations, and announced an additional $100 billion stock buyback to continue rewarding shareholders. Given these developments from the conference, what is your outlook on Apple’s AI strategy? And how do you see Apple’s stock price moving forward?
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    昨晚WWDC,我是边吃外卖边看的。本来想认真看,结果吃到一半库克开始讲AI,我就笑了——这哥们去年画的饼,今年终于开始烤出来一点边边角角。
    说实话,没什么爆点。就是那种"啊,你终于做了,那是挺好的"的感觉。但我看完反而很安心。
    为什么?因为这几年我一个最深的体会是——真正能让你赚到钱的,从来不是那种让你看完发布会马上想冲进去的公司。让你冲动的东西,往往最后都是去给别人接盘。真正的好生意,是那种看完平平无奇、但你越想越觉得"它跑不了"的东西。苹果这把就是这种感觉。
    所以这一波我是坚定看多,节奏拉到未来12到18个月去看。下面把怎么做讲清楚,标的也给到位。
    先泼一盆冷水:别被发布会骗了
    讲之前先吐槽一下。
    每次苹果发布会一开完,第二天朋友圈、小红书、雪球上必然一堆人:"苹果AI要起飞了!xxx必涨!"——然后过两周,那些喊得最凶的标的,往往跌得最狠。
    我以前也吃过这种亏。2023年Vision Pro发布那阵,我被一波热度带着追了两只港股,结果三个月跌了快三成。那次之后我就给自己定了个规矩:发布会当天和后两天,不下单。让市场情绪先散一散,让那些追高的...
    苹果这把节奏看明白:怎么布局,怎么省子弹
    苹果这把节奏看明白:怎么布局,怎么省子弹
    苹果这把节奏看明白:怎么布局,怎么省子弹
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