Ming-Chi Kuo, a well-known analyst, has lauded Apple Inc. (NASDAQ:AAPL) for its AI and ecosystem integration advancements. However, he indicated that investors are seeking more substantial developments.
What Happened: Kuo, an analyst at TF Securities, took to X, formerly Twitter, and expressed his views on Apple’s AI initiatives.
He praised the company’s focus on ecosystem integration and interface design, stating that these improvements are primarily aimed at enhancing convenience and existing applications, which is advantageous for users.
However, he noted that these features are merely “nice-to-have” from an investor’s perspective. “Investors expect to see original, must-have features.”
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Additional concerns among investors include the staggered global rollout of Apple Intelligence and whether its key feature of integrating OpenAI’s ...