苹果的AI驱动Siri助手有望成功，因为硬件层面的整合将推动公众采用。
逐段跳播
接下来看 Apple，本周的股票是 3.31，股价上涨约 1.2%，本周收于 3.36。与此同时，Evercore ISI 的调查显示，在接受调查的 4000 名消费者中，近 53% 的人将升级到新的 iPhone 18 Pro 或 Pro Max。
Moving on to Apple, the stock of the week at 3.31, shares rose by about 1.2% to end the week at 3.36. This comes as Evercore ISI surveys indicate that nearly 53% of people, at least among the 4,000 consumers surveyed, will upgrade to the new iPhone 18 Pro or Pro Max.
我认为，这与去年的平均 51% 相比有所上升，其中 32% 的受访者表示他们倾向于购买更高端的“Pro Max”版本，该版本屏幕更大、内存也略多。这与 29% 相比，比去年增加了 3%。
This compares to an average of 51% last year, I think, with 32% of respondents saying they would be inclined to buy the higher-end "Pro Max" version, which features a larger screen and slightly more memory, I believe.
This compares to 29%, an increase of 3% over last year.
不过，如果这项调查有任何指示意义的话，Apple 很可能凭借其新手机取得巨大成功。现在，他们还在考虑自建服务器，这是该公司十多年来未曾做过的事情。
However, if the survey is any indication, Apple is likely to achieve great success with its new phones. Now, they are also considering building their own servers, something the company hasn't done in over a decade.
这些服务器很有意思，因为它们将利用该公司自己的“m-series ultra”芯片——他们将其用于“MacBooks”等高端设备——但他们会将其与来自“Nvidia”的网络设备搭配使用。
These servers are interesting because they will take advantage of the company's own "m-series ultra" chips, which they put in their high-end devices such as "MacBooks," but they will pair them with networking equipment from "Nvidia".
现在，该公司已推出其期待已久的新版 Siri 助手。这款由人工智能驱动的 Siri 助手现已进入测试阶段，让你可以切换到 AI 智能体，并在手机内提供更强的兼容性，使应用之间可以相互通信。
Now, the company has launched its long-awaited new version of the Siri assistant. The AI-powered Siri assistant is now available in beta, allowing you to switch to AI agents and providing greater compatibility within your phone, where apps can communicate with each other.
我确实相信这个项目有很大机会成功，因为它可能成为许多人在手机上使用的入口之一。不用再去点开不同的应用或打开邮箱，像这样的东西就能替你完成这一切。
I actually believe that this project has a great chance of success, because it could become one of the interfaces that many people use on their phones. Instead of clicking on different apps or opening your email, something like this will be able to do all that for you.
苹果在硬件层面上的整合，使其被普通大众使用的可能性大大增加。
Apple's integration of this at the hardware level makes it much more likely that the general public will use it.
亚马逊的情况并非如此。Meta 的情况并非如此。Google 的情况并非如此。苹果的情况并非如此。
This is not the case with Amazon. This is not the case with Meta. This is not the case with Google. This is not the case with Apple.
我们讨论过如何把该公司的网络设备与苹果设备配对，这很有意思。我们还要看 Nvidia 是否会继续推进这件事，也许会与其他合作伙伴一起。
We've talked about how to pair the company's networking equipment with Apple devices, and that's interesting. We'll see if Nvidia continues to develop this, perhaps with other partners.
苹果，哇，看看这个。走势漂亮。它并没有真正触及 200 日移动均线，但已经比较接近，随后迅速反转，现在正在重新测试 350 附近的髙点。
Apple, wow, look at that. Beautiful move. It didn't quite reach its 200-day moving average , but it came a little close to it and then reversed quickly and is now retesting the highs near the 350 level.
这个频道对 $AAPL 的历次判断
The Investor Channel 在这只股票上共 4 条判断，这里只列相邻的几条。