$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 苹果在AI上起步不顺，但这反而可能成为它最大的优势。

美国银行的分析师Wamsi Mohan在周二的报告中提到，苹果对其生态系统的全面掌控——从芯片到操作系统——为它构筑了一道“AI护城河”。我看下来，这可能会在它的AI布局中起到关键作用。

苹果今日反弹1.96%，从昨日的逆势掉队中小幅收复。Yahoo以"库克退任之际抄底苹果的三个理由"聚焦管理层交接后的估值机会，市场关注新掌门下的AI战略与硬件周期。但OpenAI在商业机密诉讼中"抛出苹果员工短信"等噪音，以及AI叙事上的相对落后仍压制情绪。当巨头集体反攻，掉队的苹果这次能跟上节奏吗？

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