消费电子行业：大厂加速推进AI手机硬件创新持续涌现

新浪财经12-04 10:04

苹果AI 加速追赶，落地效果有望超预期，带动手机换机以及AR 眼镜等端侧产品渗透。此外豆包持续探索 AI大模型对手机的赋能，推动 Agent形态的形成。投资要点：投资建议。苹果AI加速追赶，落地效果有望超预期，带动手机换机以及AR 眼镜渗透。此外豆包持续探索AI 大模型对手机的赋能，推动Agent 形态的形成。推荐标的：立讯精密、歌尔股份；相关标的：蓝思科技、宜安科技、精研科技。豆包持续探索AI ...

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中有望更大程度更新Siri，新版Siri将强化对用户个人情境的理解，具备屏幕内容感知与跨应用资料整合能力;可整合文字、照片、视频及本地兴趣点，提升用户体验。底层架构上有望与Google/Anthropic Claude 协作，同时评估自家AppleFoundation Models 等技术，力求在精准搜寻与用户隐私间取得平衡。为了获得更好的系统体验，我们认为，到26 年开始至少2/3 IOS 用户需要升级到15Pro 及以上机型，综合考虑折叠机发布，有望带动年度手机销量迭创新高。相关供应链企业受益于换机潮带来的业绩弹性。我们认为，苹果未来有望推出二代MR 及AR Glass，全面构建完善的AI 硬件形态，结合Siri AI 进展，用户体验有望超预期带动眼镜销量向大几千万级别攀升。催化剂。苹果IOS 新系统体验超预期；风险提示。中美贸易摩擦的不确定性；新品开发进展不及预期","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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消费电子行业：大厂加速推进AI手机 硬件创新持续涌现

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消费电子行业：大厂加速推进AI手机硬件创新持续涌现