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中信证券:苹果创新大年的幕布正在拉开 坚定看多苹果软硬件创新周期

CITIC Securities: the curtain is rising on Apple's big year of innovation, and we firmly believe in the strength of Apple's hardware and software innovation cycle.

Breakings ·  Jun 13 08:24
According to a CITIC Securities research report, based on the display of Apple's AI-related features at WWDC, Apple's focus on cross-app information integration and calling in the process of AI landing on the terminal side is clearer. It has successfully opened up the gap with existing Android AI phones in terms of system-level personal assistants. In the long term, if there is a manufacturer that can achieve the ultimate AI phone, we believe it may be Apple, which has advantages in chip, model, terminal, and operating system integration. We believe that AI will be an important direction for Apple's subsequent product innovation, and WWDC has officially sounded the horn for Apple's AI landing. With WWDC as the boundary, the curtain is rising on Apple's big year of innovation, and we firmly believe in the strength of Apple's hardware and software innovation cycle.

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