苹果推迟推出Siri AI升级，花旗下调iPhone销售增长预期

智通财经2025-03-11

智通财经APP获悉，备受期待的苹果(AAPL.US)Siri的人工智能升级被搁置，花旗集团正在下调其2025年iPhone的销售预测。花旗分析师阿蒂夫·马利克及其团队如今预计，苹果公司在2025日历年将售出2.32亿部iPhone，较上一年增长2%，低于此前预估的5%。这一较低预期源于苹果上周推迟了对Siri承诺的人工智能升级，并表示预计将在“未来一年推出”。尽管苹果未给出确切时间表，但此前外界...

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2025-03-11
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18.4软件更新时，同步推出全新且功能优化的语音助手。</p><p>分析师们曾表示，如果今年春天推出更强大的Siri，具备“屏幕感知、个人背景和深度应用集成”功能，可能会成为今年iPhone销售的推动力</p><p>苹果曾表示，新版Siri将能够利用用户个人信息，在各类应用程序中回答问题并执行操作。</p><p>花旗集团对苹果推迟上市并不感到兴奋，它甚至将苹果从积极催化剂观察名单中除名。马利克警告说，如果没有人工智能的推动，苹果可能很难推动iPhone的升级，尤其是因为iPhone仍然是苹果最大的收入来源。</p><p>马利克写道：“鉴于备受期待的Siri重大更新延迟，我们认为苹果今年将错失推动(用户)更新换代周期加快的机会。”</p><p>不过，花旗仍对苹果股票维持“买入”评级，目标股价275美元也保持不变，高于Visible Alpha编制的255美元的普遍目标价。这意味着苹果股价将上涨20%。今年以来，苹果股价累计下跌了9%。</p><p>他们指出，部分原因是“在中国推出苹果智能手机的进展”，到目前为止，苹果智能手机尚未在中国推出。苹果公司将苹果智能标榜为iPhone升级创纪录的驱动力，新款iPhone 16在提供该服务的市场将表现更好。</p><p>iPhone在苹果的营收中占比最大。根据FactSet的数据，在截至9月的2024财年，苹果的iPhone销量较上一财年减少了4.4%。</p><p>截至发稿，苹果周一夜盘下跌0.88%，至225.48美元。</p></body></html>","source":"stock_zhitongcaijing","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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苹果推迟推出Siri AI升级，花旗下调iPhone销售增长预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-11 11:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1260190.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，备受期待的苹果(AAPL.US)Siri的人工智能升级被搁置，花旗集团正在下调其2025年iPhone的销售预测。花旗分析师阿蒂夫·马利克及其团队如今预计，苹果公司在2025日历年将售出2.32亿部iPhone，较上一年增长2%，低于此前预估的5%。这一较低预期源于苹果上周推迟了对Siri承诺的人工智能升级，并表示预计将在“未来一年推出”。尽管苹果未给出确切时间表，但此前外界...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1260190.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d8ada6a43017d400bcffc8d2d50c562","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","AAPL":"苹果","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) 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SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1260190.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2518303897","content_text":"智通财经APP获悉，备受期待的苹果(AAPL.US)Siri的人工智能升级被搁置，花旗集团正在下调其2025年iPhone的销售预测。花旗分析师阿蒂夫·马利克及其团队如今预计，苹果公司在2025日历年将售出2.32亿部iPhone，较上一年增长2%，低于此前预估的5%。这一较低预期源于苹果上周推迟了对Siri承诺的人工智能升级，并表示预计将在“未来一年推出”。尽管苹果未给出确切时间表，但此前外界预计该公司会在4月或5月发布iOS 18.4软件更新时，同步推出全新且功能优化的语音助手。分析师们曾表示，如果今年春天推出更强大的Siri，具备“屏幕感知、个人背景和深度应用集成”功能，可能会成为今年iPhone销售的推动力苹果曾表示，新版Siri将能够利用用户个人信息，在各类应用程序中回答问题并执行操作。花旗集团对苹果推迟上市并不感到兴奋，它甚至将苹果从积极催化剂观察名单中除名。马利克警告说，如果没有人工智能的推动，苹果可能很难推动iPhone的升级，尤其是因为iPhone仍然是苹果最大的收入来源。马利克写道：“鉴于备受期待的Siri重大更新延迟，我们认为苹果今年将错失推动(用户)更新换代周期加快的机会。”不过，花旗仍对苹果股票维持“买入”评级，目标股价275美元也保持不变，高于Visible Alpha编制的255美元的普遍目标价。这意味着苹果股价将上涨20%。今年以来，苹果股价累计下跌了9%。他们指出，部分原因是“在中国推出苹果智能手机的进展”，到目前为止，苹果智能手机尚未在中国推出。苹果公司将苹果智能标榜为iPhone升级创纪录的驱动力，新款iPhone 16在提供该服务的市场将表现更好。iPhone在苹果的营收中占比最大。根据FactSet的数据，在截至9月的2024财年，苹果的iPhone销量较上一财年减少了4.4%。截至发稿，苹果周一夜盘下跌0.88%，至225.48美元。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":2,"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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