[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio678a3558":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio678a3558","月费20美元Siri能否成苹果(AAPL)“印钞机”？分析师：或年入240亿美元，智能家居贡献不足1%","\u002Fdoc\u002Fdcio678a3558","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，Deepwater Asset Management管理合伙人吉恩·芒斯特表示，苹果公司(AAPL)新推出的智能家居产品对2027财年营收的贡献应略低于1%，而功能更强大的Siri则可能通过付费订阅打开大得多的机会。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果周二发布HomeView，一款售价299美元、配备7英寸显示屏的智能家居中枢，同时推出升级版HomePod mini、新款Apple TV 4K，以及与LG电子和施耐德电气合作开发的一系列智能家居配件。HomeView将于11月13日上市。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>芒斯特周二在X发帖称“苹果今日‘Welcome Home’发布会应会为2027财年营收贡献略低于1%。”他补充称，产品发布节奏加快比即时收入贡献更重要。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，“未来五年最大的增量消费机会是个性化机器人，而苹果尚未就此领域发布任何消息，其Siri聊天机器人刚刚面世。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据Koyfin估计，苹果截至9月的第四财季营收预计增长11%，至1136亿美元。这意味着2026财年销售额约为4780亿美元，较上年增长15%。据Fiscal AI估计，2027财年销售额预计将较2026财年预期值增长6.5%，至约5080亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>芒斯特看到Siri订阅机会\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在另一篇帖子中，芒斯特阐述了苹果通过订阅将Siri变现的潜力，认为功能更强大的助手有望成为其服务业务的高利润率增量。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他估计，若月费20美元，1亿付费用户将产生约240亿美元年收入，相当于苹果营收的约6%。他写道“考虑到个人AI已经如此实用，我认为付费用户可能远不止这个数。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>7月，苹果随iPhone的iOS 27和Mac的macOS 27推出改版Siri。改版后的助手还配有专用应用，增加了更多对话式互动、个人情境理解和屏幕感知功能，可从电子邮件、信息和照片中提取信息，并跨应用执行操作。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>iPhone 18 Pro交付周期缩短引发疑问\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，投资者正关注苹果旗舰iPhone 18 Pro需求走软的迹象。交付周期缩短引发了对最新升级周期强度的担忧，分析师提到价格上涨和硬件改进有限。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果股价周二盘中创下新高，升至348.15美元，随后收于341.27美元，涨幅0.09%。据报道，该股一度推动公司市值突破5万亿美元，但收盘时未能守住这一里程碑。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果周二的产品发布包括智能摄像头、门锁和恒温器，扩大其在互联家居市场的布局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在Stocktwits上，苹果的散户情绪周二连续第二天维持“看空”。一位交易员表示“苹果在等待周五Duo的门店排队情况。”他指的是iPhone Duo本周晚些时候开始接受预订。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果股价年内迄今上涨26%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]