早上完整看了keyn_老虎社区_美港股上老虎

早上完整看了keynote，看好端侧模型、API 和各种Apple Intelligence武装的应用市场（包括vision pro上的空间智能），继续长期持有，再度登顶市值第一也未尝不可。$苹果(AAPL)$

苹果WWDC未公布重大AI进展，股价逆市回落超1%。果链分析师郭明錤：对投资者来说，WWDC 2025 最重要的部分是苹果的人工智能，其他更新，如UI设计，都是次要的。虽然人工智能竞争更像是一场马拉松而非短跑，但WWDC 2025很可能会辜负大多数投资者的期望（尤其是与谷歌I/O大会相比）。【市场对苹果AI的预期已经相当低，但还是令人失望。大家对投资苹果有何看法？会减少对其投资吗？】

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