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总结
多家科技媒体与投研评论称，苹果正采取“隐形AI”策略：把生成式AI能力更深地嵌入系统与服务，而非单独强调大模型产品。5星分析师Dan Ives据此认为苹果在2026年前仍有上行空间。报道指出关键在于推出“AI加持”的Siri与端侧体验，足以促使持有旧款iPhone的用户升级，并带动硬件换机与服务收入；同时苹果可能在LLM形态与部署路径上与主流厂商不同，若落地将有望扭转近期AI表现乏力的市场印象。
正文
Apple's 'Invisible AI' Strategy Is Why 5-Star Analyst Dan Ives Sees Upside Into 2026 TipRanks Apple needs to deliver an AI-charged Siri so good it gets older iPhone users to upgrade CNBC 2026 Predictions: Apple Will Reverse Its AI Slump The Information Apple may see the future of LLMs very differently than most: report 9to5Mac Report: Apple's AI Strategy Could Finally Pay Off in 2026 MacRumors
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