苹果大涨的催化剂：一文读懂M4芯片，苹果打开AI PC大门_老虎社区_美港股上老虎

苹果大涨的催化剂：一文读懂M4芯片，苹果打开AI PC大门

华尔街见闻04-12

报道称，M4芯片将重点突出AI功能，首批搭载M4芯片的Mac电脑有望在2024年底前亮相，2025年初还会有更多新品发布，包括传闻中的新一代Mac Studio和Mac Pro。4月11日周四，苹果股价出现近来罕见的飙升，大幅收涨4.3%，市值单日增加1120亿美元。苹果股价大涨最大的催化剂，是一则关于新一代芯片M4的报道。隔夜，媒体援引消息人士报道，苹果正在酝酿重大升级，让Mac电脑配置新一代...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

SUNLIGHT
·04-12
苹果股价是最后用来控盘美股指数的利器[开心]
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Chong_W
·04-12
没有阐述ai能出来实际用处或者说新鲜玩意儿。你这说了都是废话……
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跳虎
·04-12
说说你对这篇新闻的看法...
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家有大喵
·04-12
和没说一样。如果只是m2升级m3那样，也没啥可特别说的。都是常规操作。
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小跳蚤
·04-12
更多的原因，是超卖吧
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Pro。4月11日周四，苹果股价出现近来罕见的飙升，大幅收涨4.3%，市值单日增加1120亿美元。苹果股价大涨最大的催化剂，是一则关于新一代芯片M4的报道。隔夜，媒体援引消息人士报道，苹果正在酝酿重大升级，让Mac电脑配置新一代芯片M4，AI功能加持将成为M4的亮点。报道称，M4处理器将拥有\"至少三种主要型号\"，目前已经\"接近量产阶段\"。不出意外的话，这款新芯片将重点突出AI功能，显然是为了应对市场上层出不穷的AIPC所带来的竞争压力。M4何时发布？定价如何？按照苹果的计划，首批搭载M4芯片的Mac电脑有望在2024年底前亮相，2025年初还会有更多新品发布。其中包括全新的iMac、MacBook Pro、Mac mini和MacBook Air等产品线，还有传闻中的新一代Mac Studio和Mac Pro。具体来看：首批M4 Mac电脑将于今年晚些时候登场，大概在10月到11月前后，就和往年一样。这其中包括新款iMac、入门级14英寸MacBook Pro、高端14英寸和16英寸MacBook Pro，以及搭载M4芯片的Mac mini。明年，苹果将在年初春季对13英寸和15英寸MacBook Air进行更新，年中发布新一代Mac Studio，下半年发布Mac Pro，均搭载M4芯片。就目前的价格而言，2023年的入门级M3 iMac为1299美元，14英寸MacBook Pro为1599美元。M3版13英寸和15英寸MacBook Air的售价分别是1099美元和1299美元。配备M3 Pro的14英寸MacBook Pro起步价为1999美元，16英寸版本则从2499美元起售。虽然报道没有谈及定价问题，但苹果有可能不会大幅提价，甚至根本不加价。当然，这只是外界的猜测。据报道，M4芯片系列将主要分为三个梯队：入门级的Donan、更高阶的Brava和旗舰芯片Hidra。消息称，苹果计划重点宣传新芯片在AI运算方面的能力，以及它们将如何与即将发布的macOS新版本相结合。报道表示，入门级MacBook Pro、新款MacBook Air和低端Mac mini将采用Donan芯片(应该就是入门版M4)。Brava芯片则会用于高端MacBook Pro和\"更贵的\"Mac mini型号。而苹果最顶级的台式机新款Mac Pro，则有望搭载性能强悍的Hidra芯片。此外，苹果还在测试不同配置的Mac Studio，一款采用尚未发布的M3芯片(或许就是传闻中的M3 Ultra?)，另一款则使用了M4 Brava处理器的变体。至于Mac Studio M4，苹果正考虑让它最高支持到512GB内存。相比之下，目前的Mac Studio和Mac Pro的统一内存(RAM)最高为192GB。从第一代开始，苹果的M系列芯片就搭载了专用的神经网络引擎。如今，AI个人电脑已经成为业界的新宠，苹果自然也希望借机大肆宣传M系列芯片的AI实力——就像果粉们在M3芯片发布时看到的那样。为此，报道透露，苹果\"计划在旗下所有产品中加入全新的AI功能\"。还有“一系列新功能”，敬请期待消息人士还对媒体称，苹果准备在2024年的WWDC大会上展示“一系列新功能”，其中大部分都是为了在终端设备本地运行，而非依赖远程云服务器。如果属实，M4芯片(据推测会比现有的M3芯片更快)应该能更高效地执行这些任务。另外，果粉有望在发布会上一睹macOS新版本的风采，看看这些AI新功能将如何与操作系统融合。不过，苹果M4芯片目前还停留在传闻阶段，以上信息恐怕都得打上一个大大的问号。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":294589871984696,"gmtCreate":1712934440330,"gmtModify":1712934442610,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3482579380030341","authorIdStr":"3482579380030341"},"htmlText":"苹果股价是最后用来控盘美股指数的利器[开心]&nbsp;&nbsp;","listText":"苹果股价是最后用来控盘美股指数的利器[开心]&nbsp;&nbsp;","text":"苹果股价是最后用来控盘美股指数的利器[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294589871984696","repostId":2426615245,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":294588881490112,"gmtCreate":1712934283793,"gmtModify":1712934285705,"author":{"id":"4169978460541102","authorId":"4169978460541102","name":"Chong_W","avatar":"https://static.tigerbbs.com/cdfe0f6c6e346f083c56e7cd5a9bb06e","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"4169978460541102","authorIdStr":"4169978460541102"},"htmlText":"没有阐述ai能出来实际用处或者说新鲜玩意儿。你这说了都是废话……","listText":"没有阐述ai能出来实际用处或者说新鲜玩意儿。你这说了都是废话……","text":"没有阐述ai能出来实际用处或者说新鲜玩意儿。你这说了都是废话……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294588881490112","repostId":2426615245,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":294384190341408,"gmtCreate":1712894164178,"gmtModify":1712894165856,"author":{"id":"3584492137639462","authorId":"3584492137639462","name":"跳虎","avatar":"https://static.tigerbbs.com/1f5fe01c7d3df295a0df761e8343873b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584492137639462","authorIdStr":"3584492137639462"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294384190341408","repostId":2426615245,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":294381471904056,"gmtCreate":1712893501938,"gmtModify":1712893818441,"author":{"id":"3450572021769589","authorId":"3450572021769589","name":"家有大喵","avatar":"https://static.tigerbbs.com/6763847fedcdc11334a751c1acbf6fad","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3450572021769589","authorIdStr":"3450572021769589"},"htmlText":"和没说一样。如果只是m2升级m3那样，也没啥可特别说的。都是常规操作。","listText":"和没说一样。如果只是m2升级m3那样，也没啥可特别说的。都是常规操作。","text":"和没说一样。如果只是m2升级m3那样，也没啥可特别说的。都是常规操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294381471904056","repostId":2426615245,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":294346957631800,"gmtCreate":1712885075603,"gmtModify":1712885077785,"author":{"id":"3499899924438042","authorId":"3499899924438042","name":"小跳蚤","avatar":"https://static.tigerbbs.com/95399cc301ca9223c36b352f4e9fccb9","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3499899924438042","authorIdStr":"3499899924438042"},"htmlText":"更多的原因，是超卖吧","listText":"更多的原因，是超卖吧","text":"更多的原因，是超卖吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294346957631800","repostId":2426615245,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":6,"commentSize":5,"repostSize":3,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}