LG与苹果的合作在战略上合理,并能提升销量,但对投资者回报没有实质性影响。
逐段跳播
他们真的能借助那些制造产品的其他公司进入智能家居市场吗,因为当时最重要的一点是LG将制造其中一些产品?
Can they really enter the smart home market with the help of other companies that manufacture the products, because the big thing was that LG would be manufacturing some of these things?
我不认为苹果或LG把这视为一款爆款产品或类似iPhone的设备,但我认为这越来越关乎控制消费者关系这个“封闭花园”。
I don't think Apple or LG see this as a smash hit or an iPhone-like device , but I think it's increasingly about controlling the " closed garden" of the consumer relationship.
我认为LG在家电之外稍微扩张一点,并借助一个优秀的合作伙伴和一个强大的品牌来尝试,是说得通的。LG单靠自己卖出的门铃不会像亚马逊或谷歌那么多。有了苹果,我认为他们会卖很多。
I think it makes sense for LG to expand a little beyond home appliances, and to try it with a good partner and a strong brand. LG alone wouldn't sell as many doorbells as Amazon or Google. With Apple, I think they will sell a lot.
所以,我认为这对两家公司的投资者都没有什么影响,但我认为这对双方都说得通。虽然 LG 在设备本身上保留了其品牌,但 Apple 所采用的 AI 模型是与 Google 的 Gemini 的合作。
So, I think it's not impactful for investors in either company, but I think it makes sense for both of them. While LG retains its brand on the devices themselves, the AI models that Apple adopts are a partnership with Google's Gemini.
但回到 LG。如果你认为这是下一个大趋势,那么你就保留低利润率的设备,并让出更多的
But back to LG. I mean, if you think this is the next big thing, well , you keep the low-margin devices and give up more of the
这个频道对 $LG 的历次判断
The Motley Fool 在这只股票上只有这一条判断。