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Apple WWDC: Can AI Spark an Upgrade Cycle?
Apple's Stock Could Be On The Verge Of A Major AI Breakout After WWDC, Says Top Investment Bank— But One Key Challenge Remains
Bernstein Maintains Apple(AAPL.US) With Buy Rating, Maintains Target Price $350
Overseas Research Selection | Goldman Sachs Preview of WWDC: AI-Powered Siri Set to Debut as Apple Targets the Gateway to AI-Era Traffic
① Goldman Sachs expects Apple to unveil details of an AI-enhanced Siri, which will officially launch in September alongside the iPhone 18 and iOS 27; ② AI is expected to drive expansion of the App Store ecosystem and growth in services revenue; ③ Apple can continue leveraging its privacy protection and on-device AI advantages to differentiate itself from competitors such as Google, OpenAI, and Anthropic.
TrendForce Consulting: Forecasts AI notebook penetration rate to surge significantly to 84.9% by 2029.
TrendForce Consulting stated that the significance of the RTX Spark platform lies not only in adding a key player to the Windows on Arm ecosystem, but also in marking the first time the CUDA ecosystem has been extended to the Windows laptop market. This is expected to rapidly accelerate AI laptop adoption, increasing penetration from 19.3% in 2025 and 37.5% in 2026 to 84.9% by 2029.
Guo Mingchi: Apple's (AAPL.US) AR/XR smart glasses delayed until 2029; display-free AI glasses still set for 2027 launch
Renowned Apple analyst Ming-Chi Kuo released the latest supply chain survey, significantly revising Apple's roadmap for head-mounted devices.