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MartinXIAO
07-03
$美光科技(MU)$
评论一眼望去大部分都是机器人评论。
MartinXIAO
06-19
都什么时候还不用大模型翻译？？
Why AMD, Intel, Qualcomm and Other PC Giants Need Apple's AI Effort to Succeed
MartinXIAO
2021-10-21
所以目前股价116，这波分析是啥意思？
抱歉，原内容已删除
去老虎APP查看更多动态
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Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.Apple has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone will integrate some facets of the \"Apple Intelligence\" features slated for late this fall.Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and featu","content":"<html><head></head><body><p>Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone (but oddly not the recently released Vision Pro, or the aging HomePod, or the Apple TV) will integrate some facets of the "Apple Intelligence" features slated for late this fall.</p><p>While it might seem counterintuitive, the whole of the AI PC and AI smartphone ecosystem is rooting for Apple to succeed. AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> need Apple's effort to work so they can sell chips, while OEMs including Samsung (KR:005930), Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a>, HP <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, and Lenovo (HK:992) need it to work so they can sell devices and services to those consumers. Why are so many competitors keeping an eye on Apple in this space? It comes down to AI becoming something consumers want - rather than something they fear.</p><p>How will Apple help make this happen? The tagline for Apple Intelligence directly targets where Apple believes the rest of the consumer market has failed: simplicity. Described as "AI for the rest of us," Apple looks to take advantage of its completely vertical product integration (from silicon to devices to software and even the most popular apps on those platforms) to create the most robust and directly applicable AI feature set for consumers.</p><p>No one markets quite like Apple does.</p><p>No one markets quite like Apple does, and even though the features of Apple Intelligence are available to consumers today through various services including OpenAI ChatGPT, Microsoft Copilot, and Google Gemini, Apple can make them mainstream and part of the everyday workflow of iPhone and Mac users.</p><p>None of this is earth shattering if you have been following AI advancements over the past six months. For everyone else, Apple can be the gateway to understanding and accepting AI for a much larger, and more financially beneficial, audience.</p><p>Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and features that might have been introduced by the likes of Samsung or Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> into something just interesting and different enough to rile up the massive audience it has in consumer technology.</p><p>It would be easy to say that Microsoft Windows or Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google Android has already "lost" the battle for consumer AI, but in fact Apple's normalization of these kinds of features and new methods of interacting with users helps improve the odds for everyone. I have been a proponent of what Microsoft has been doing with its Copilot+ PCs, bringing AI functionality and minimum standards for AI performance to the PC segment, and I still believe that this will create a PC upgrade supercycle over the next 12 months. Apple getting into the game, with similar features and similar messaging, means less criticism or dismissiveness of what the competition is doing.</p><p>Apple also will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization. Apple Intelligence depends on a significantly more robust understanding of the user, including likes and dislikes, schedules, messages, emails, friend groups, purchases, just as Copilot+ PCs do. If you want a truly useful and compelling AI assistant, the AI needs to know all about your events and relationships.</p><p>Once the mass audience gets past this concern - similar to how we grew to trust giving credit card and Social Security information online - and prove that security and privacy can be maintained reasonably, then consumer AI will take off and boost sales and revenue for makers of laptops and smartphones.</p></body></html>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Intel, Qualcomm and Other PC Giants Need Apple's AI Effort to Succeed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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\">\nWhy AMD, Intel, Qualcomm and Other PC Giants Need Apple's AI Effort to Succeed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-18 20:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone (but oddly not the recently released Vision Pro, or the aging HomePod, or the Apple TV) will integrate some facets of the "Apple Intelligence" features slated for late this fall.</p><p>While it might seem counterintuitive, the whole of the AI PC and AI smartphone ecosystem is rooting for Apple to succeed. AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> need Apple's effort to work so they can sell chips, while OEMs including Samsung (KR:005930), Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a>, HP <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, and Lenovo (HK:992) need it to work so they can sell devices and services to those consumers. Why are so many competitors keeping an eye on Apple in this space? It comes down to AI becoming something consumers want - rather than something they fear.</p><p>How will Apple help make this happen? The tagline for Apple Intelligence directly targets where Apple believes the rest of the consumer market has failed: simplicity. Described as "AI for the rest of us," Apple looks to take advantage of its completely vertical product integration (from silicon to devices to software and even the most popular apps on those platforms) to create the most robust and directly applicable AI feature set for consumers.</p><p>No one markets quite like Apple does.</p><p>No one markets quite like Apple does, and even though the features of Apple Intelligence are available to consumers today through various services including OpenAI ChatGPT, Microsoft Copilot, and Google Gemini, Apple can make them mainstream and part of the everyday workflow of iPhone and Mac users.</p><p>None of this is earth shattering if you have been following AI advancements over the past six months. For everyone else, Apple can be the gateway to understanding and accepting AI for a much larger, and more financially beneficial, audience.</p><p>Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and features that might have been introduced by the likes of Samsung or Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> into something just interesting and different enough to rile up the massive audience it has in consumer technology.</p><p>It would be easy to say that Microsoft Windows or Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google Android has already "lost" the battle for consumer AI, but in fact Apple's normalization of these kinds of features and new methods of interacting with users helps improve the odds for everyone. I have been a proponent of what Microsoft has been doing with its Copilot+ PCs, bringing AI functionality and minimum standards for AI performance to the PC segment, and I still believe that this will create a PC upgrade supercycle over the next 12 months. Apple getting into the game, with similar features and similar messaging, means less criticism or dismissiveness of what the competition is doing.</p><p>Apple also will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization. Apple Intelligence depends on a significantly more robust understanding of the user, including likes and dislikes, schedules, messages, emails, friend groups, purchases, just as Copilot+ PCs do. If you want a truly useful and compelling AI assistant, the AI needs to know all about your events and relationships.</p><p>Once the mass audience gets past this concern - similar to how we grew to trust giving credit card and Social Security information online - and prove that security and privacy can be maintained reasonably, then consumer AI will take off and boost sales and revenue for makers of laptops and smartphones.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HPQ":"惠普","BK4548":"巴美列捷福持仓","MSFT":"微软","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","QCOM":"高通","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","AMD":"美国超微公司","BK4592":"伊斯兰概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","GOOG":"谷歌","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","GOOGL":"谷歌A","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4571":"数字音乐概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","DELL":"戴尔","BK4566":"资本集团","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","GFS":"GLOBALFOUNDRIES Inc.","BK4561":"索罗斯持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4577":"网络游戏","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","INTC":"英特尔","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4579":"人工智能","AAPL":"苹果","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4574":"无人驾驶","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4573":"虚拟现实"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444848317","content_text":"Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.Apple $(AAPL)$ has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone (but oddly not the recently released Vision Pro, or the aging HomePod, or the Apple TV) will integrate some facets of the \"Apple Intelligence\" features slated for late this fall.While it might seem counterintuitive, the whole of the AI PC and AI smartphone ecosystem is rooting for Apple to succeed. AMD $(AMD)$, Intel $(INTC)$ and Qualcomm $(QCOM)$ need Apple's effort to work so they can sell chips, while OEMs including Samsung (KR:005930), Dell Technologies $(DELL)$, HP $(HPQ)$, and Lenovo (HK:992) need it to work so they can sell devices and services to those consumers. Why are so many competitors keeping an eye on Apple in this space? It comes down to AI becoming something consumers want - rather than something they fear.How will Apple help make this happen? The tagline for Apple Intelligence directly targets where Apple believes the rest of the consumer market has failed: simplicity. Described as \"AI for the rest of us,\" Apple looks to take advantage of its completely vertical product integration (from silicon to devices to software and even the most popular apps on those platforms) to create the most robust and directly applicable AI feature set for consumers.No one markets quite like Apple does.No one markets quite like Apple does, and even though the features of Apple Intelligence are available to consumers today through various services including OpenAI ChatGPT, Microsoft Copilot, and Google Gemini, Apple can make them mainstream and part of the everyday workflow of iPhone and Mac users.None of this is earth shattering if you have been following AI advancements over the past six months. For everyone else, Apple can be the gateway to understanding and accepting AI for a much larger, and more financially beneficial, audience.Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and features that might have been introduced by the likes of Samsung or Microsoft $(MSFT)$ into something just interesting and different enough to rile up the massive audience it has in consumer technology.It would be easy to say that Microsoft Windows or Alphabet's $(GOOGL)$ Google Android has already \"lost\" the battle for consumer AI, but in fact Apple's normalization of these kinds of features and new methods of interacting with users helps improve the odds for everyone. I have been a proponent of what Microsoft has been doing with its Copilot+ PCs, bringing AI functionality and minimum standards for AI performance to the PC segment, and I still believe that this will create a PC upgrade supercycle over the next 12 months. Apple getting into the game, with similar features and similar messaging, means less criticism or dismissiveness of what the competition is doing.Apple also will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization. Apple Intelligence depends on a significantly more robust understanding of the user, including likes and dislikes, schedules, messages, emails, friend groups, purchases, just as Copilot+ PCs do. If you want a truly useful and compelling AI assistant, the AI needs to know all about your events and relationships.Once the mass audience gets past this concern - similar to how we grew to trust giving credit card and Social Security information online - and prove that security and privacy can be maintained reasonably, then consumer AI will take off and boost sales and revenue for makers of laptops and smartphones.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853580402,"gmtCreate":1634824225935,"gmtModify":1634824225935,"author":{"id":"3525165040274358","authorId":"3525165040274358","name":"MartinXIAO","avatar":"https://static.tigerbbs.com/4631cd83134a984d2040220a862f4000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"所以目前股价116，这波分析是啥意思？","listText":"所以目前股价116，这波分析是啥意思？","text":"所以目前股价116，这波分析是啥意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853580402","repostId":"2177450553","repostType":2,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":323413815406752,"gmtCreate":1719959860951,"gmtModify":1719971998905,"author":{"id":"3525165040274358","authorId":"3525165040274358","name":"MartinXIAO","avatar":"https://static.tigerbbs.com/4631cd83134a984d2040220a862f4000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 评论一眼望去大部分都是机器人评论。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 评论一眼望去大部分都是机器人评论。","text":"$美光科技(MU)$ 评论一眼望去大部分都是机器人评论。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323413815406752","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318252611051736,"gmtCreate":1718736934409,"gmtModify":1718746497571,"author":{"id":"3525165040274358","authorId":"3525165040274358","name":"MartinXIAO","avatar":"https://static.tigerbbs.com/4631cd83134a984d2040220a862f4000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都什么时候还不用大模型翻译？？","listText":"都什么时候还不用大模型翻译？？","text":"都什么时候还不用大模型翻译？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318252611051736","repostId":"2444848317","repostType":2,"repost":{"id":"2444848317","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718712293,"share":"https://www.laohu8.com/m/news/2444848317?lang=&edition=full","pubTime":"2024-06-18 20:04","market":"fut","language":"en","title":"Why AMD, Intel, Qualcomm and Other PC Giants Need Apple's AI Effort to Succeed","url":"https://stock-news.laohu8.com/highlight/detail?id=2444848317","media":"Dow Jones","summary":"Apple's consumer AI raises all boats - as long as Microsoft navigates. Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.Apple has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone will integrate some facets of the \"Apple Intelligence\" features slated for late this fall.Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and featu","content":"<html><head></head><body><p>Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone (but oddly not the recently released Vision Pro, or the aging HomePod, or the Apple TV) will integrate some facets of the "Apple Intelligence" features slated for late this fall.</p><p>While it might seem counterintuitive, the whole of the AI PC and AI smartphone ecosystem is rooting for Apple to succeed. AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> need Apple's effort to work so they can sell chips, while OEMs including Samsung (KR:005930), Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a>, HP <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, and Lenovo (HK:992) need it to work so they can sell devices and services to those consumers. Why are so many competitors keeping an eye on Apple in this space? It comes down to AI becoming something consumers want - rather than something they fear.</p><p>How will Apple help make this happen? The tagline for Apple Intelligence directly targets where Apple believes the rest of the consumer market has failed: simplicity. Described as "AI for the rest of us," Apple looks to take advantage of its completely vertical product integration (from silicon to devices to software and even the most popular apps on those platforms) to create the most robust and directly applicable AI feature set for consumers.</p><p>No one markets quite like Apple does.</p><p>No one markets quite like Apple does, and even though the features of Apple Intelligence are available to consumers today through various services including OpenAI ChatGPT, Microsoft Copilot, and Google Gemini, Apple can make them mainstream and part of the everyday workflow of iPhone and Mac users.</p><p>None of this is earth shattering if you have been following AI advancements over the past six months. For everyone else, Apple can be the gateway to understanding and accepting AI for a much larger, and more financially beneficial, audience.</p><p>Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and features that might have been introduced by the likes of Samsung or Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> into something just interesting and different enough to rile up the massive audience it has in consumer technology.</p><p>It would be easy to say that Microsoft Windows or Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google Android has already "lost" the battle for consumer AI, but in fact Apple's normalization of these kinds of features and new methods of interacting with users helps improve the odds for everyone. I have been a proponent of what Microsoft has been doing with its Copilot+ PCs, bringing AI functionality and minimum standards for AI performance to the PC segment, and I still believe that this will create a PC upgrade supercycle over the next 12 months. Apple getting into the game, with similar features and similar messaging, means less criticism or dismissiveness of what the competition is doing.</p><p>Apple also will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization. Apple Intelligence depends on a significantly more robust understanding of the user, including likes and dislikes, schedules, messages, emails, friend groups, purchases, just as Copilot+ PCs do. If you want a truly useful and compelling AI assistant, the AI needs to know all about your events and relationships.</p><p>Once the mass audience gets past this concern - similar to how we grew to trust giving credit card and Social Security information online - and prove that security and privacy can be maintained reasonably, then consumer AI will take off and boost sales and revenue for makers of laptops and smartphones.</p></body></html>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD, Intel, Qualcomm and Other PC Giants Need Apple's AI Effort to Succeed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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\">\nWhy AMD, Intel, Qualcomm and Other PC Giants Need Apple's AI Effort to Succeed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-18 20:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone (but oddly not the recently released Vision Pro, or the aging HomePod, or the Apple TV) will integrate some facets of the "Apple Intelligence" features slated for late this fall.</p><p>While it might seem counterintuitive, the whole of the AI PC and AI smartphone ecosystem is rooting for Apple to succeed. AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> need Apple's effort to work so they can sell chips, while OEMs including Samsung (KR:005930), Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a>, HP <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, and Lenovo (HK:992) need it to work so they can sell devices and services to those consumers. Why are so many competitors keeping an eye on Apple in this space? It comes down to AI becoming something consumers want - rather than something they fear.</p><p>How will Apple help make this happen? The tagline for Apple Intelligence directly targets where Apple believes the rest of the consumer market has failed: simplicity. Described as "AI for the rest of us," Apple looks to take advantage of its completely vertical product integration (from silicon to devices to software and even the most popular apps on those platforms) to create the most robust and directly applicable AI feature set for consumers.</p><p>No one markets quite like Apple does.</p><p>No one markets quite like Apple does, and even though the features of Apple Intelligence are available to consumers today through various services including OpenAI ChatGPT, Microsoft Copilot, and Google Gemini, Apple can make them mainstream and part of the everyday workflow of iPhone and Mac users.</p><p>None of this is earth shattering if you have been following AI advancements over the past six months. For everyone else, Apple can be the gateway to understanding and accepting AI for a much larger, and more financially beneficial, audience.</p><p>Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and features that might have been introduced by the likes of Samsung or Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> into something just interesting and different enough to rile up the massive audience it has in consumer technology.</p><p>It would be easy to say that Microsoft Windows or Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> Google Android has already "lost" the battle for consumer AI, but in fact Apple's normalization of these kinds of features and new methods of interacting with users helps improve the odds for everyone. I have been a proponent of what Microsoft has been doing with its Copilot+ PCs, bringing AI functionality and minimum standards for AI performance to the PC segment, and I still believe that this will create a PC upgrade supercycle over the next 12 months. Apple getting into the game, with similar features and similar messaging, means less criticism or dismissiveness of what the competition is doing.</p><p>Apple also will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization. Apple Intelligence depends on a significantly more robust understanding of the user, including likes and dislikes, schedules, messages, emails, friend groups, purchases, just as Copilot+ PCs do. If you want a truly useful and compelling AI assistant, the AI needs to know all about your events and relationships.</p><p>Once the mass audience gets past this concern - similar to how we grew to trust giving credit card and Social Security information online - and prove that security and privacy can be maintained reasonably, then consumer AI will take off and boost sales and revenue for makers of laptops and smartphones.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HPQ":"惠普","BK4548":"巴美列捷福持仓","MSFT":"微软","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","QCOM":"高通","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","AMD":"美国超微公司","BK4592":"伊斯兰概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","GOOG":"谷歌","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","GOOGL":"谷歌A","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4571":"数字音乐概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","DELL":"戴尔","BK4566":"资本集团","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","GFS":"GLOBALFOUNDRIES Inc.","BK4561":"索罗斯持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4577":"网络游戏","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","INTC":"英特尔","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4579":"人工智能","AAPL":"苹果","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4574":"无人驾驶","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4573":"虚拟现实"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444848317","content_text":"Apple will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization.Apple $(AAPL)$ has taken the wraps off one of the worst-kept secrets in the technology space: its plans for integrating AI into its consumer products. Everything from the Mac to iPad and iPhone (but oddly not the recently released Vision Pro, or the aging HomePod, or the Apple TV) will integrate some facets of the \"Apple Intelligence\" features slated for late this fall.While it might seem counterintuitive, the whole of the AI PC and AI smartphone ecosystem is rooting for Apple to succeed. AMD $(AMD)$, Intel $(INTC)$ and Qualcomm $(QCOM)$ need Apple's effort to work so they can sell chips, while OEMs including Samsung (KR:005930), Dell Technologies $(DELL)$, HP $(HPQ)$, and Lenovo (HK:992) need it to work so they can sell devices and services to those consumers. Why are so many competitors keeping an eye on Apple in this space? It comes down to AI becoming something consumers want - rather than something they fear.How will Apple help make this happen? The tagline for Apple Intelligence directly targets where Apple believes the rest of the consumer market has failed: simplicity. Described as \"AI for the rest of us,\" Apple looks to take advantage of its completely vertical product integration (from silicon to devices to software and even the most popular apps on those platforms) to create the most robust and directly applicable AI feature set for consumers.No one markets quite like Apple does.No one markets quite like Apple does, and even though the features of Apple Intelligence are available to consumers today through various services including OpenAI ChatGPT, Microsoft Copilot, and Google Gemini, Apple can make them mainstream and part of the everyday workflow of iPhone and Mac users.None of this is earth shattering if you have been following AI advancements over the past six months. For everyone else, Apple can be the gateway to understanding and accepting AI for a much larger, and more financially beneficial, audience.Apple is doing what it always seems to do: paint the clearest picture of customer benefits to a feature and technology that it might not have invented or brought to market first. The demonstrations and descriptions of how Apple Intelligence will change the usage of iPhones and MacBooks have been on point and paint a picture of how AI can start to improve the computing experiences across all consumer devices. It's something Apple has perfected over decades of iPhone releases: molding technologies and features that might have been introduced by the likes of Samsung or Microsoft $(MSFT)$ into something just interesting and different enough to rile up the massive audience it has in consumer technology.It would be easy to say that Microsoft Windows or Alphabet's $(GOOGL)$ Google Android has already \"lost\" the battle for consumer AI, but in fact Apple's normalization of these kinds of features and new methods of interacting with users helps improve the odds for everyone. I have been a proponent of what Microsoft has been doing with its Copilot+ PCs, bringing AI functionality and minimum standards for AI performance to the PC segment, and I still believe that this will create a PC upgrade supercycle over the next 12 months. Apple getting into the game, with similar features and similar messaging, means less criticism or dismissiveness of what the competition is doing.Apple also will help normalize the most controversial part of the consumer AI revolution: deeper and more personal data collection and utilization. Apple Intelligence depends on a significantly more robust understanding of the user, including likes and dislikes, schedules, messages, emails, friend groups, purchases, just as Copilot+ PCs do. If you want a truly useful and compelling AI assistant, the AI needs to know all about your events and relationships.Once the mass audience gets past this concern - similar to how we grew to trust giving credit card and Social Security information online - and prove that security and privacy can be maintained reasonably, then consumer AI will take off and boost sales and revenue for makers of laptops and smartphones.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853580402,"gmtCreate":1634824225935,"gmtModify":1634824225935,"author":{"id":"3525165040274358","authorId":"3525165040274358","name":"MartinXIAO","avatar":"https://static.tigerbbs.com/4631cd83134a984d2040220a862f4000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"所以目前股价116，这波分析是啥意思？","listText":"所以目前股价116，这波分析是啥意思？","text":"所以目前股价116，这波分析是啥意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853580402","repostId":"2177450553","repostType":2,"repost":{"id":"2177450553","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1634816449,"share":"https://www.laohu8.com/m/news/2177450553?lang=&edition=full","pubTime":"2021-10-21 19:40","market":"us","language":"zh","title":"Susquehanna：将美国超微公司(AMD)目标价从65美元上调至75美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2177450553","media":"凤凰网港股","summary":"凤凰网港股|Susquehanna分析师 Christopher Rolland美国超微公司(AMD)目标价从65美元上调至75美元，并维持对该股的正面评级。 这位分析师预览了即将发布财报，并预计公司将再次达到/超过第三季度业绩和第四季度业绩指引。 同时也表示，鉴于个人电脑市场放缓，预计管理层不会像去年在多次更新中那样提高他们的营收指引。","content":"<html><body><p><font size=\"3\">凤凰网港股|Susquehanna分析师 Christopher Rolland美国超微公司(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)目标价从65美元上调至75美元，并维持对该股的正面评级。 </font></p><p><font size=\"3\">这位分析师预览了即将发布财报，并预计公司将再次达到/超过第三季度业绩和第四季度业绩指引。 同时也表示，鉴于个人电脑市场放缓，预计管理层不会像去年在多次更新中那样提高他们的营收指引。</font></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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