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cover of episode Apple, SPACs and Stocks We Bought

Apple, SPACs and Stocks We Bought

2025/6/10
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Motley Fool Money

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Jason Moser
作为 Motley Fool 高级分析师,Jason Moser 专注于提供深入的财经分析和投资建议。
M
Matt Frankel
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Jason Moser: 我认为苹果目前的核心仍然是一家手机公司,虽然他们正在努力转型为服务型公司。这次的WWDC大会似乎缺乏亮点,尤其是在AI方面。苹果推出了一种名为“液态玻璃”的设计,旨在整合所有硬件,提供更无缝的用户体验。但总体而言,这次大会给我的感觉是有些平淡,尤其是在人工智能方面,这与过去几年许多公司的重点有所不同。 Matt Frankel: 我认为苹果在人工智能创新方面确实落后于竞争对手。很多其他品牌的手机已经实现了苹果正在推出的AI功能,例如自动垃圾短信过滤和电话实时翻译。我认为苹果之所以在AI方面进展缓慢,可能是因为他们拥有非常忠实的用户群体,这让他们在创新方面有些自满。他们可能觉得没有必要像其他公司那样大力投资AI功能,因为他们认为这些功能可能不会被广泛使用。

Deep Dive

Shownotes Transcript

Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best.

Jason Moser and Matt Frankel discuss:

  • The latest news from Apple's Worldwide Developers Conference.

  • Are Opendoor's best days behind it?

  • The two stocks we just bought!

Companies discussed: AAPL, OPEN, AMD, WM

Host: Jason Moser

Guests: Matt Frankel

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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