At 1 AM on June 10, 2025, Beijing time, $Apple (AAPL.US)$ the Global Developers Conference (WWDC) officially opens.
According to media reports, after the disruptive new product category (Vision Pro) in WWDC23 and the new software-centric focus (Apple Asia Vets) in WWDC24, WWDC25 is likely to play a role as a 'year of integration and alignment': in other words, by 'catching up' on the outdated system UI parts from the past decade, it aims to continue leading the next innovation in operating systems.
Related reading:Apple WWDC 2025 Preview: What potential hot topics are there for this year's conference?
It is important to note that usually the stock price performance on the day of Apple's WWDC is quite average, but the performance in the three months following the WWDC is generally on the rise, which means Apple is expected to reverse the downward trend in its stock price.
How does Wall Street view this WWDC conference?
Due to Apple's lack of significant breakthroughs in AI technology and applications, its stock price has underperformed compared to companies like Microsoft, NVIDIA, Meta, and Google from the beginning of the year until now.
In this regard, renowned Analyst Ming-Chi Kuo predicts that the focus of Apple's AI strategy at WWDC 2025 (rather than the AI technology itself) will be crucial, while other aspects like interface design changes and operational improvements are secondary. He plainly stated that significant breakthroughs in AI technology are not expected from Apple.
However, the market's expectations for Apple's AI are also not high. The Apple Intelligence feature announced at last year's WWDC drew widespread attention, but its implementation has been slow, and some functions have not yet been fully realized. Therefore, expectations for updates in 2025 are relatively low; if Apple can clearly outline the development progress and application scenarios of AI features, it will be regarded as a 'passing' performance.
JPMorgan Analyst Samik Chatterjee stated, "We are in a situation where investors already know what potential good news might be, but the key is: first fulfill what you promised last year."
Apple's struggles in the AI field revolve around Siri. However, Apple CEO Tim Cook recently admitted that Siri technology does not meet the company's 'high-quality standards' and that development is taking 'longer than we anticipated.'
An analyst from Bank of America wrote this Monday that the current delays with Siri mean that Apple essentially needs three years or more to launch a "truly modern AI assistant, falling far behind Google and other companies in integrating such technology."
If WWDC exceeds expectations, which Stocks could benefit and take off?
For this WWDC, the market overall does not have high expectations. According to the latest reports from Bloomberg, insiders at Apple are mentally prepared for a 'disappointing' AI presentation at the conference, while external observers are worried that this release may highlight Apple's shortcomings in the AI field even further.
However, if there are aspects that exceed market expectations during the conference, the Apple Industry Chain is also expected to benefit. Based on this, Futu News has sorted out some companies in the Apple Industry Chain for mooers to refer to:
Editor/Somer
