信达证券：苹果有望迎来换机潮关注产业链优质个股

第一财经07-18

信达证券研报指出，苹果发布Apple Intelligence，展现出完善的AI布局，即“设备端模型+私有云计算+第三方大模型”相结合，展现了作为行业创新标杆的强大实力和前瞻性。首先，通过与第三方的合作使得苹果终端的AI实力保持在业界领先水平；其次，私有云计算的引入有望为行业解决AI应用的隐私问题指引方向，加速AI终端的发展；最后，凭借苹果ios系统强大的推广能力和相对有消费能力的客群，苹果有望...

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信达证券：苹果有望迎来换机潮 关注产业链优质个股

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信达证券：苹果有望迎来换机潮关注产业链优质个股