知名投资者呼吁苹果CEO库克下台，称其多年来在AI领域一事无成

环球市场播报01-28

当地时间周二，苹果公司CEO蒂姆·库克再次因公司的人工智能战略而受到批评。　　知名投资者、格伯川崎财富管理公司联合创始人兼CEO罗斯·格伯在社交平台X上发表评论，并对苹果公司的领导层提出了批评。他指出，这家科技巨头在人工智能竞赛中已经落后了。　　格伯写道：“是时候让蒂姆从苹果辞职了。他已经很多年没有真正做过任何事情了。”他补充说，苹果“完全错过了AI领域的机会”，现在“需要谷歌才能生存”。　...

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Margin of Safety
01-28
Margin of Safety
没错上台后股价和市值的确几何指数级增长但都得益于乔布斯布局的苹果生态系统和架构库克是守江山的好手但最近十年库克对未来科技技术与发展趋势的短板被不断放大：错失电动车、押注VR；错失AI、押注自己AI人才…… 如果再任职十年，Apple的优势将消失殆尽……现在的阶段也就是功过相抵甚至是过大于功的状态 Apple董事会需要尽快作出决定！

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INCOME  \"AA\" (USD) INC"},"translate_title":"Well-known investors call on Apple CEO Cook to step down, saying he has accomplished nothing in the field of AI for years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.97,"MACW.SI":0.6},"content_text":"当地时间周二，苹果公司CEO蒂姆·库克再次因公司的人工智能战略而受到批评。\n　　知名投资者、格伯川崎财富管理公司联合创始人兼CEO罗斯·格伯在社交平台X上发表评论，并对苹果公司的领导层提出了批评。他指出，这家科技巨头在人工智能竞赛中已经落后了。\n　　格伯写道：“是时候让蒂姆从苹果辞职了。他已经很多年没有真正做过任何事情了。”他补充说，苹果“完全错过了AI领域的机会”，现在“需要谷歌才能生存”。\n　　“没有任何借口。蒂姆·库克需要离开，”他写道。\n　　格伯这番言论呼应了一些苹果投资者日益增长的挫败感，他们认为，随着微软、Alphabet和 Meta 等竞争对手的积极行动，苹果在生成式人工智能创新方面落后于竞争对手。\n　　苹果本月早些时候宣布与谷歌建立多年合作伙伴关系，为即将推出的AI功能提供支持，包括未来版本的 Siri。\n　　根据协议，苹果将依靠谷歌的 Gemini 模型和云基础设施来支持其苹果基础模型。\n　　当时，深水资产管理公司的执行合伙人吉恩·蒙斯特（Gene Munster）对此举持积极态度。 “干得好，蒂姆·库克。”\n　　蒙斯特还表示，苹果从 OpenAI 的 ChatGPT 转向 Google Gemini，标志着该公司将更加认真地努力修复苹果智能。\n　　库克自 2011 年 8 月以来一直领导苹果公司，今年已经 65 岁，这引发了人们对他最终离职的猜测。\n　　2025 年的一篇报道暗示，库克最早可能在 2026 年辞职，而知名科技记者马克·古尔曼则表示，库克可能至少会留任到 2026 年中期。\n　　今年1 月的一篇报道将苹果硬件工程高级副总裁 John Ternus 列为下一任CEO的主要内部候选人。\n　　韦德布什证券公司的分析师丹·艾夫斯最近重申了他对苹果的看涨观点，称 2026 年是关键的一年，并为该股设定了 350 美元的目标价。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":526889859862784,"gmtCreate":1769613176520,"gmtModify":1769613179974,"author":{"id":"3464082344881626","authorId":"3464082344881626","name":"Margin of Safety","avatar":"https://static.tigerbbs.com/0fd50b0e7f08bff19f1ea0595b278227","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3464082344881626","authorIdStr":"3464082344881626"},"htmlText":"没错 上台后股价和市值的确几何指数级增长 但都得益于乔布斯布局的苹果生态系统和架构 库克是守江山的好手 但最近十年 库克对未来科技技术与发展趋势的短板被不断放大：错失电动车、押注VR；错失AI、押注自己AI人才…… 如果再任职十年，Apple的优势将消失殆尽……现在的阶段也就是功过相抵 甚至是过大于功的状态 Apple董事会需要尽快作出决定！","listText":"没错 上台后股价和市值的确几何指数级增长 但都得益于乔布斯布局的苹果生态系统和架构 库克是守江山的好手 但最近十年 库克对未来科技技术与发展趋势的短板被不断放大：错失电动车、押注VR；错失AI、押注自己AI人才…… 如果再任职十年，Apple的优势将消失殆尽……现在的阶段也就是功过相抵 甚至是过大于功的状态 Apple董事会需要尽快作出决定！","text":"没错 上台后股价和市值的确几何指数级增长 但都得益于乔布斯布局的苹果生态系统和架构 库克是守江山的好手 但最近十年 库克对未来科技技术与发展趋势的短板被不断放大：错失电动车、押注VR；错失AI、押注自己AI人才…… 如果再任职十年，Apple的优势将消失殆尽……现在的阶段也就是功过相抵 甚至是过大于功的状态 Apple董事会需要尽快作出决定！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526889859862784","repostId":2606769122,"repostType":2,"repost":{"id":"2606769122","kind":"news","pubTimestamp":1769574660,"share":"https://www.laohu8.com/m/news/2606769122?lang=zh_CN&edition=full","pubTime":"2026-01-28 12:31","market":"fut","language":"zh","title":"知名投资者呼吁苹果CEO库克下台，称其多年来在AI领域一事无成","url":"https://stock-news.laohu8.com/highlight/detail?id=2606769122","media":"环球市场播报","summary":"当地时间周二，苹果公司CEO蒂姆·库克再次因公司的人工智能战略而受到批评。　　知名投资者、格伯川崎财富管理公司联合创始人兼CEO罗斯·格伯在社交平台X上发表评论，并对苹果公司的领导层提出了批评。他补充说，苹果“完全错过了AI领域的机会”，现在“需要谷歌才能生存”。　　韦德布什证券公司的分析师丹·艾夫斯最近重申了他对苹果的看涨观点，称 2026 年是关键的一年，并为该股设定了 350 美元的目标价。","content":"<html><body><div>\n<p>　　当地时间周二，<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>公司CEO蒂姆·库克再次因公司的人工智能战略而受到批评。</p>\n<p>　　知名投资者、格伯川崎财富管理公司联合创始人兼CEO罗斯·格伯在社交平台X上发表评论，并对苹果公司的领导层提出了批评。他指出，这家科技巨头在人工智能竞赛中已经落后了。</p>\n<p>　　格伯写道：“是时候让蒂姆从苹果辞职了。他已经很多年没有真正做过任何事情了。”他补充说，苹果“完全错过了AI领域的机会”，现在“需要<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>才能生存”。</p>\n<p>　　“没有任何借口。蒂姆·库克需要离开，”他写道。</p>\n<p>　　格伯这番言论呼应了一些苹果投资者日益增长的挫败感，他们认为，随着<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>、Alphabet和 <a href=\"https://laohu8.com/S/META\">Meta</a> 等竞争对手的积极行动，苹果在生成式人工智能创新方面落后于竞争对手。</p>\n<p>　　苹果本月早些时候宣布与<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>建立多年合作伙伴关系，为即将推出的AI功能提供支持，包括未来版本的 Siri。</p>\n<p>　　根据协议，苹果将依靠谷歌的 Gemini 模型和云基础设施来支持其苹果基础模型。</p>\n<p>　　当时，深水资产管理公司的执行合伙人吉恩·蒙斯特（Gene Munster）对此举持积极态度。 “干得好，蒂姆·库克。”</p>\n<p>　　蒙斯特还表示，苹果从 OpenAI 的 ChatGPT 转向 Google Gemini，标志着该公司将更加认真地努力修复苹果智能。</p>\n<p>　　库克自 2011 年 8 月以来一直领导苹果公司，今年已经 65 岁，这引发了人们对他最终离职的猜测。</p>\n<p>　　2025 年的一篇报道暗示，库克最早可能在 2026 年辞职，而知名科技记者马克·古尔曼则表示，库克可能至少会留任到 2026 年中期。</p>\n<p>　　今年1 月的一篇报道将苹果硬件工程高级副总裁 John Ternus 列为下一任CEO的主要内部候选人。</p>\n<p>　　韦德布什证券公司的分析师丹·艾夫斯最近重申了他对苹果的看涨观点，称 2026 年是关键的一年，并为该股设定了 350 美元的目标价。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知名投资者呼吁苹果CEO库克下台，称其多年来在AI领域一事无成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 12:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-28/doc-inhivrsz7549780.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间周二，苹果公司CEO蒂姆·库克再次因公司的人工智能战略而受到批评。\n　　知名投资者、格伯川崎财富管理公司联合创始人兼CEO罗斯·格伯在社交平台X上发表评论，并对苹果公司的领导层提出了批评。他指出，这家科技巨头在人工智能竞赛中已经落后了。\n　　格伯写道：“是时候让蒂姆从苹果辞职了。他已经很多年没有真正做过任何事情了。”他补充说，苹果“完全错过了AI领域的机会”，现在“需要谷歌才能生存”。\n　...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-28/doc-inhivrsz7549780.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4571":"数字音乐概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4576":"AR","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4575":"芯片概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" 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INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-28/doc-inhivrsz7549780.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2606769122","content_text":"当地时间周二，苹果公司CEO蒂姆·库克再次因公司的人工智能战略而受到批评。\n　　知名投资者、格伯川崎财富管理公司联合创始人兼CEO罗斯·格伯在社交平台X上发表评论，并对苹果公司的领导层提出了批评。他指出，这家科技巨头在人工智能竞赛中已经落后了。\n　　格伯写道：“是时候让蒂姆从苹果辞职了。他已经很多年没有真正做过任何事情了。”他补充说，苹果“完全错过了AI领域的机会”，现在“需要谷歌才能生存”。\n　　“没有任何借口。蒂姆·库克需要离开，”他写道。\n　　格伯这番言论呼应了一些苹果投资者日益增长的挫败感，他们认为，随着微软、Alphabet和 Meta 等竞争对手的积极行动，苹果在生成式人工智能创新方面落后于竞争对手。\n　　苹果本月早些时候宣布与谷歌建立多年合作伙伴关系，为即将推出的AI功能提供支持，包括未来版本的 Siri。\n　　根据协议，苹果将依靠谷歌的 Gemini 模型和云基础设施来支持其苹果基础模型。\n　　当时，深水资产管理公司的执行合伙人吉恩·蒙斯特（Gene Munster）对此举持积极态度。 “干得好，蒂姆·库克。”\n　　蒙斯特还表示，苹果从 OpenAI 的 ChatGPT 转向 Google Gemini，标志着该公司将更加认真地努力修复苹果智能。\n　　库克自 2011 年 8 月以来一直领导苹果公司，今年已经 65 岁，这引发了人们对他最终离职的猜测。\n　　2025 年的一篇报道暗示，库克最早可能在 2026 年辞职，而知名科技记者马克·古尔曼则表示，库克可能至少会留任到 2026 年中期。\n　　今年1 月的一篇报道将苹果硬件工程高级副总裁 John Ternus 列为下一任CEO的主要内部候选人。\n　　韦德布什证券公司的分析师丹·艾夫斯最近重申了他对苹果的看涨观点，称 2026 年是关键的一年，并为该股设定了 350 美元的目标价。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1,"symbols_score_info":{"AAPL":1.97,"MACW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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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