郭明錤：投资者更感兴趣的是苹果何时推出 ChatGPT 竞品，而不是 AR 头显

Zhitong
2023.06.04 23:22
知名苹果分析师郭明錤发文称，投资者更关注的是苹果的人工智能相关业务。若苹果 AR/MR 头戴装置发布成功，将对 3D 交互设计与 3D 电脑图像带来巨大影响 。长期而言，苹果 AR/MR 头戴装置的成功关键因素在于能否与 AI/AIGC 高度整合。如果苹果在 WWDC 上宣布推出 AI 或 AIGC 服务，将有助于延续当前的 AI 投资热情。如果苹果对 AIGC 有更高的硬件规格要求，也可能带动硬件更换需求的增长。
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