投行Wedbush：折叠屏iPhone引领苹果(AAPL.US)步入硬件创新大年维持“跑赢大盘”评级

智通财经03-27

智通财经APP获悉，投行Wedbush 证券在苹果(AAPL.US)年度全球开发者大会(WWDC26)召开前表示，2026 年正成为产品发布的“重大”年份。该行分析师表示，“苹果一直致力于推出新产品，以利用市场对具备 AI 运行能力的硬件设备日益增长的需求。这包括本月初发布的系列新品，它们拥有更强的处理性能和更大的内存，旨在为库比蒂诺即将迎来的 AI 时代做好准备，”分析师指出，“我们注意到，根据...

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17e、新款 iPad Air、新款 MacBook Air、MacBook Pro、新款 Studio Display 显示器、MacBook Neo，以及最近的 AirPods Max 2。考虑到近期围绕 Siri 的消息，Wedbush 预计今年的 WWDC 将非常值得关注。分析师写道：“由于 2025 年的 WWDC 在发布‘Liquid Glass’后表现平平且未更新 AI 动态，预计苹果将在 6 月深入探讨 AI 的进展。在去年推迟了这一核心发布后，库比蒂诺需要交付一个成功的 AI 战略。我们预计苹果将讨论与 Gemini 的集成，即谷歌将如何为其底层基础模型提供动力，这关系到苹果的 AI 服务，包括具备更好个人语境和屏幕感知能力的个性化 Siri。”苹果全球开发者大会(WWDC)定于 6 月 8 日至 6 月 12 日举行，并于美国东部时间 6 月 8 日下午 1 点以主题演讲拉开帷幕。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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投行Wedbush：折叠屏iPhone引领苹果(AAPL.US)步入硬件创新大年 维持“跑赢大盘”评级

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投行Wedbush：折叠屏iPhone引领苹果(AAPL.US)步入硬件创新大年维持“跑赢大盘”评级