高管离职潮乃AI战略重启良机 Evercore给予苹果(AAPL.US)“跑赢大盘”评级

智通财经2025-12-10

智通财经APP获悉，尽管苹果公司(AAPL.US)近期出现大量高管变动，Evercore 仍告诉投资者“保持冷静”，因为这些离职并不意味着这家科技巨头陷入危机。Evercore ISI 分析师阿米特·达里亚纳尼在发给客户的报告中写道：“虽然公告集中发布自然会引发疑问，但背后的模式看起来更像一次有控制的代际更替和战略调整，而非危机。”达里亚纳尼给予苹果公司“跑赢大盘”的评级，并设定其目标价为325...

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rating","themeId":"c0bd89faa8d7031dc312aa31afaf4813","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.96,"MACW.SI":0.6},"content_text":"智通财经APP获悉，尽管苹果公司(AAPL.US)近期出现大量高管变动，Evercore 仍告诉投资者“保持冷静”，因为这些离职并不意味着这家科技巨头陷入危机。Evercore ISI 分析师阿米特·达里亚纳尼在发给客户的报告中写道：“虽然公告集中发布自然会引发疑问，但背后的模式看起来更像一次有控制的代际更替和战略调整，而非危机。”达里亚纳尼给予苹果公司“跑赢大盘”的评级，并设定其目标价为325美元。他指出，近期发生的一些人事变动——特别是艾伦·戴伊(Alan Dye)离职并转投Meta(META.US)——实际上对苹果而言或许构成“净利好”。达里亚纳尼进一步解释道，当前正值苹果“重启”其人工智能战略的时期，这些变动将推动新一代领导者肩负起更多职责与使命。在这份研报发布当日，苹果硬件技术高级副总裁约翰尼·斯鲁吉(Johny Srouji)亲自出面打消了市场上流传的种种猜测——此前有报道称，他或许也会考虑离开位于加利福尼亚州库比蒂诺的苹果公司。据相关报道，斯鲁吉在发给所在部门的一封备忘录中这样写道：“我知晓大家近期一直在关注各类关于我在苹果公司未来去向的谣言与猜测，我觉得，这些信息你们理应直接从我这里得到确切说法。我为我们共同研发的那一系列令人赞叹不已的技术深感自豪，这些技术领域广泛，包括显示屏、摄像头、传感器、芯片、电池等等，且被广泛应用于苹果的各类产品之中。我们携手打造出了世界上最出色的产品。我热爱我的团队，也无比珍视在苹果的这份工作，近期我并无离职打算。”即便斯鲁吉留任，苹果事实上已对高管团队进行了多项调整。自 2017 年起担任总法律顾问的凯特·亚当斯(Kate Adams)将于 3 月 1 日由珍妮弗·纽斯特德(Jennifer Newstead)接替;负责环境、政策和社会倡议的副总裁莉萨·杰克逊(Lisa Jackson)将于 2026 年 1 月底退休。苹果还表示，机器学习和人工智能战略高级副总裁约翰·詹南德雷亚(John Giannandrea)将卸任，并担任公司顾问直至 2026 年春季退休。他的职位将由来自微软(MSFT.US)的人工智能研究员阿马尔·苏布拉马尼亚(Amar Subramanya)接任。今年 7 月，苹果首席运营官杰夫·威廉姆斯退休，由长期担任苹果高管的萨比赫·汗接替。2024 年，卢卡·马埃斯特里辞去首席财务官一职，但仍留在公司领导企业服务团队。","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":"executive","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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