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cover of episode WWDC Disappointment: Is Apple Rotten to the Core with Gene Munster

WWDC Disappointment: Is Apple Rotten to the Core with Gene Munster

2025/6/10
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On The Tape
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
D
Danny Moses
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Gene Munster
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Dan Nathan: 我对苹果WWDC发布会以及苹果公司在人工智能领域的战略感到失望。发布会主要关注操作系统，缺乏令人兴奋的硬件更新，这与以往的发布会形成对比。 我认为苹果公司在人工智能领域落后于OpenAI等竞争对手，并且与微软的关系也变得紧张。苹果公司似乎在争取时间，并试图通过其基础模型框架来赶上竞争对手。 此外，我还关注特斯拉的RoboTaxi计划，以及它对特斯拉品牌和市场表现的潜在影响。由于马斯克与总统之间的不确定性，以及监管方面的挑战，我对特斯拉的未来发展表示担忧。 Danny Moses: 我认为美联储下周三的会议不会调整利率，但经济放缓和通货膨胀下降可能会导致美联储在未来几个月内降息。 地区银行的表现不佳以及消费者信贷的恶化，反映了经济的某些方面。企业违约的增加也可能对地区银行造成影响。 能源股在标普500指数中的权重较低，但能源公司的资产负债表良好，因此能源股可能是一个不错的投资选择。 Gene Munster: 我认为苹果公司已经降低了媒体和投资者的期望，WWDC发布会主要关注操作系统，并试图将所有设备更紧密地连接在一起。 苹果公司推出了基础模型框架，以方便开发者向其应用添加AI功能。他们正在回归基础，不希望过度承诺，并且在AI领域还有更多工作要做，但由于去年的失误，他们不愿展示。 苹果公司发布了一篇关于推理模型局限性的白皮书，表明他们认为AI的推理能力还有追赶的时间。 我认为特斯拉的RoboTaxi计划推出会比较顺利，但监管仍然是一个大问题。马斯克与总统之间的争执可能会对特斯拉的品牌形象造成损害。

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Dan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic projections. They also explore the impact of AI, regional banks’ underperformance, and consumer credit. Additionally, they examine the state of the energy sector and the potential for oil price movements.

After the break, Gene Munster of Deepwater Asset Management joins to discuss the recent Apple WWDC event, focusing on its less impressive hardware announcements and the introduction of new operating system features. They explore Apple's strategic moves related to AI, including the Foundation Model framework aimed at enhancing AI capabilities for developers. The conversation also highlights Apple's efforts to align its devices more closely while addressing the challenges its facing due to competition from OpenAI and regulatory hurdles. Additionally, they touch on Tesla's RoboTaxi initiative and its potential impact on the company's brand and market performance. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)