$AAPL · The Motley Fool · 2026-11-06
苹果不必在AI上取胜也能保持伟大公司地位：它掌握着消费者入口，这比模型提供商更有价值；随着这些模型商品化，苹果想要什么就能拿到什么。唯一风险是失去消费者，而目前尚无此迹象；翻盖手机发布不佳虽不好看，但最终应该没问题。
逐段跳播
Travis，很多事情我都不太确定，但这件事我很确定。我不认为 Apple 需要投资 AI，或者说需要在 AI 上取得所谓的“胜利”，才能继续做一家伟大的公司。他们掌握着通往消费者的入口，在我看来，这对很多大型语言模型提供商来说更有价值。
不过我要说，如果 Apple 真的改变主意，这也不会是 Apple 第一次晚十年以上才入场、却仍然设法追回差距。我唯一的担忧是他们开始失去消费者，而我们目前还没有看到任何他们会开始失去消费者的迹象。
但我得说，那款翻盖手机，发布得可真糟糕。是啊，尤其是如果你恰好是那位出身硬件负责人的新任 CEO。我觉得一切最终都会好起来，但那确实很难看。
I'm not sure a lot about a lot of things, Travis, but I am sure about this. I I don't think Apple needs to invest or win quote unquote win in AI to continue to be a great company. they own the portal to the consumer which in my opinion is more valuable for a large a lot of these large language model providers.
Uh now I will say if Apple does change their mind about that this would not be the first time that Apple has been a decade plus late to the game and still managed to make up room here.
My only concern is if they start to lose the consumer and we haven't seen any reason that they start to lose the consumer but I will say it man that flip phone o what a bad launch.
Yeah, especially if you happen to be the new CEO who was the head of hardware. That's I think it will all work out, but that was that was a tough look.
也许他们可以收购像 Perplexity 这样的东西，如果他们想买点什么的话，这样他们就能更……在 AI 上保持中立。我坚信这些模型会商品化，Apple 想要什么就能拿什么。而且正如 Emily 所说，如果你拥有消费者，你就拥有入口。但也许不必只挑其中一家，这本身也有一定价值。
maybe maybe they could use something like Perplexity if they wanted to buy something so they could be more, you know, AI agnostic. I'm a big believer these models are going to commoditize and Apple can take whatever they want.
And as Emily said, if you have the consumer, you have the portal. But maybe there's some value in not having to just pick one of them.
这个频道对 $AAPL 的历次判断
The Motley Fool 在这只股票上共 6 条判断，这里只列相邻的几条。