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领导层交接给John Ternus标志着苹果进入新时代;发言人对基于硬件的创新和医疗健康整合感到极为兴奋。

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"Surprise and Shine" Opening Apple's Next Era: What John Ternus Brings to AAPL
Schwab Network发布 2026-09-07 · 13 段内容
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现在,乔什,我们知道蒂姆·库克做了什么。他建立了一个非常强大的运营机器,并在供应链方面取得了巨大成功。iPhone已经成为我们日常生活的一部分。约翰·特努斯能提供什么,真正改变苹果未来的轨迹?

Now, Josh, we know what Tim Cook did. He built a very powerful operating machine and achieved tremendous success in the supply chain. The iPhone has become a part of our daily lives. What does John Ternos offer that could actually change Apple's future trajectory?

听着,我对此感到非常兴奋。原因如下。约翰·特努斯本质上是一名硬件工程师。所以,蒂姆·库克尽管取得了巨大成功,但他是一位传奇CEO,带领这家公司为自己、股东和他人实现了巨大的价值增长,但我认为这是苹果迈向新时代的一步。这就是正在发生的事情。

Listen, I'm extremely excited about this . Here's why. John Ternos is a hardware engineer at heart. So, Tim Cook, despite his great success, is a legendary CEO who has taken this company and achieved tremendous growth in its value for himself, shareholders, and others, but I think this is a step towards a new era for Apple. And that's what's happening.

蒂姆·库克将继续深度参与,所有属于这个组织的高管也将如此。特努斯接手的是这个星球上最成功的公司之一,拥有无与伦比的资产负债表。其价值目前约为4.7万亿美元。所以,我认为她将转向这个更以硬件为基础的领域,我对此非常兴奋。

Tim Cook will remain heavily involved, as will all the senior executives who are part of this organization. Ternos is being delivered as one of the most successful companies on the planet with an unparalleled balance sheet. Its value is approximately $4.7 trillion at this stage. So, I think she'll move into this more hardware-based field, and I'm very excited about that.

那么,如果我们转向更依赖硬件,约翰·特努斯在推出新品类方面面临多大压力?我的意思是,他参与了许多这些新项目。iPad、AirPods和MacBook Neo的开发,确实获得了很好的评价。

但既然他现在掌舵,他面临多大压力来创造一个新品类?对他们已经成功的产品如iPhone和Apple Watch进行渐进式改进,是否足以推动下一阶段的增长,而无需新产品?

So, if we move towards greater reliance on hardware, how much pressure is there on John Ternos to introduce a new category? I mean, he was part of many of these new projects. The development of the iPad, AirPods, and MacBook Neo , which certainly received great reviews. But how much pressure is he under now that he is at the helm to create a new category? Could incremental improvements to their already successful products like the iPhone and Apple Watch be enough to drive the next phase of growth without a new product?

正确。我认为这是他不一定需要重塑苹果的情景之一。苹果本身是一家非常成功的公司。我认为下一阶段是,让我们想想生物整合之类的事情。苹果现在有一个标准,他们有很多可穿戴技术。即使不是可穿戴设备,想想iPhone。

将其推进到下一发展阶段可能涉及诸如,听着,现在有技术可以整合非侵入性血糖检测。如果你有糖尿病,而不是不断刺手指抽血,像Apple Watch这样的可穿戴设备可以彻底改变健康领域,如果苹果在技术可用的情况下选择走这条路。

correct. I think this is one of the scenarios where he doesn't have to reinvent Apple. It is itself a very successful company . And I think the next stage of this is, let's think about things like biointegration. There is now a standard at Apple where they have a lot of wearable technology . Even if it's not a wearable device, think of the iPhone. Moving this to the next stage of development might involve things like, listen , there are technologies out there now that will incorporate things like non-invasive glucose testing . If you have diabetes, instead of constantly pricking your finger and drawing blood, a wearable device like the Apple Watch could revolutionize the world of health, if Apple chooses to pursue this path given the availability of the technology.

这个问题还有与行为健康相关的方面。无论是监测药物和酒精滥用等问题,还是体内的生化反应。目前有研究涉及我们人体化学之外的事物,比如检查食物变质问题。我相信所有这些都完全属于约翰·特努斯的专业领域,他从硬件工程的角度帮助了公司很多。

他在这方面工作了25年,并且他也受到并将继续受到围绕这家公司的所有优秀人才的指导。

There are also aspects of this matter that relate to behavioral health. Whether it's about monitoring issues such as drug and alcohol abuse, or biochemical reactions in the body. There are currently studies that relate to matters external to the chemistry of our human bodies, such as checking for problems with food spoilage. I believe all of these things fall squarely within John Turnus's area of expertise, who has helped the company a great deal from a hardware engineering perspective . He has worked there for 25 years on this very thing, and he is also being led and will continue to be led thanks to the guidance of all the great people surrounding this company.

如果Apple Watch在进入医疗保健领域而不是仅仅追踪健康时,本身成为硬件和服务收入的来源,这是否会缓解与AI辩论相关的压力,我们一直说苹果的AI落后?

If the Apple Watch becomes a source of hardware and services revenue in its own right as it moves into healthcare instead of just tracking wellness , will that ease the pressure related to the AI debate, where we keep saying that Apple’s AI is lagging?

它在人工智能竞赛中落后。如果你能将其整合到一个与我们日常互动的东西相连的医疗保健服务平台中,你真的需要一个独立的AI产品吗?

It is lagging behind in the artificial intelligence race. Do you really need a standalone AI product if you can integrate it into a healthcare services platform linked to something we interact with daily?

我认为市场最终会决定这一点,但我倾向于相信苹果本身不需要成为市场上最先进的AI产品。许多组织已经在做这件事。不幸的是,有一些针对OpenAI的未决诉讼,基本上涉及绑架一些苹果员工,但我认为苹果应该专注于,并且我相信它会继续开发其硬件。

当然,软件也伴随其中,但这可以帮助它通过领导层更替的考验,并在一个许多人因当前AI噪音而未关注的竞争市场中推动自己前进。人工智能会成为背景效应的一部分吗?自然。但它是苹果的最终目标和一切吗?我完全不这么认为。

I think the market will ultimately determine that, but I tend to believe that Apple itself doesn't need to be the most advanced AI product on the market. There are many organizations that already do this . Unfortunately, there are some pending lawsuits against OpenAI that essentially involve the kidnapping of some Apple employees , but I think Apple should focus, and I believe it will, on continuing to develop its hardware. Of course, the software also accompanies this, but this can help it pass the test of changing leadership , as well as push itself forward in a competitive market that many are not focusing on because of the current AI noise. Will artificial intelligence be part of a background effect? naturally. But is it the ultimate goal and everything for Apple? I don't think so at all.

如果你试图进一步进入医疗保健领域并提供非侵入性血糖检测之类的东西,你可能会面临哪些风险和监管问题?人们对与苹果分享他们的生命和身体信息有多自在?此外,如果结果错误,谁负责?

What risks and regulatory issues might you face if you tried to move further into the healthcare field and offer something like non-invasive glucose testing ? Hmm, how comfortable are people with sharing their vital and bodily information with Apple? Also, who is responsible if the results are wrong?

嗯,首先,他们现在已经在做其中一些事情。目前,苹果监测心率和血压,并提供关于这些问题的报告。因此,指出这一点很重要。但你说得对,为了苹果自身的利益,我们需要一定程度的消费者信任。

在某些方面,将需要监管批准,但苹果在这方面有良好的进展记录。

Well, to begin with, they are already doing some of that right now . Currently, Apple monitors heart rate and blood pressure and provides reports on these matters . Therefore, it is important to point that out. But you're right, we need— for Apple's own good—a certain level of consumer trust. In some respects, regulatory approvals will be required , but Apple has a proven track record of making progress in this regard.

让我们也谈谈新设备;我们可能会得到可折叠iPhone。这令人兴奋和美妙,但它是否足以真正扩大目标市场?还是苹果只是为其一些高端客户推出另一款产品?

And let's also talk about new devices; we're likely going to get a foldable iPhone . That's exciting and wonderful, but will it be enough to actually expand the target market? Or is Apple simply launching another product for some of its high-end customers?

嗯,它会很贵。预测表明这款奢侈品的价格约为2000美元。还有另一件事。我看过一些竞争的可折叠机型,我对它们印象不深。所以,让我们希望——这是我认为约翰·特努斯非常擅长的事情——他采用像iPhone这样的产品,以前容易碎。

如果你掉它,它会在地上摔碎。现在它更耐用一些,所以我认为在他的监督下,这款产品可以通过消费者测试并非常有价值。我期待它。它会很贵,但只有当它真正有效并且你不会遇到撕裂、折叠或打开时中心不清晰等问题时。

如果它通过那些简单的标准,我认为它将对苹果及其所有其他产品线取得巨大成功。

Well, it will be expensive. Predictions indicate a price of around $2000 for this luxury product. Here's another thing. I have seen some competing foldable models and I wasn't very impressed with them. So, let's hope—and this is something I think John Ternos is very good at—that he takes a product like the iPhone, which was previously breakable. If you drop it, it will break on the ground. Now it's a little more durable, so I think that under his supervision, this product can pass the consumer test and be very valuable. I'm looking forward to it . It will be expensive, but only if it really works and you don't encounter problems such as tearing, folding, or an unclear center when you open it. If it passes those simple criteria, I think it will be a huge success for Apple, along with all their other product lines.

这个频道对 $AAPL 的历次判断

Schwab Network 在这只股票上共 5 条判断,这里只列相邻的几条。

2026-09-07看涨本条
现在,乔什,我们知道蒂姆·库克做了什么。他建立了一个非常强大的运营机器,并在供应链方面取得了巨大成功。iPhone已经成为我们日常生活的一部分。约翰·特努斯能提供什么,真正改变苹果未来的轨迹?
2026-09-04看涨
你说你对九月感到兴奋,那个名字下周有一个活动,苹果的“日出与闪耀”活动。我喜欢它的标题。我们可能会得到一些新手机,也许是一款可折叠iPhone。我们还有一位新CEO掌舵。那么,蒂姆,随着苹果进入由约翰·特诺斯领衔的下一增长阶段,你现在如何看待苹果?
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