<p>不可否认，生成性人工智能是一场游戏规则的改变者。即使尚不清楚它最终将如何彻底改变世界，这项技术似乎提供了三十年前计算机开始相对普及时所设想的解决方案。许多科技公司纷纷进入这一领域，正是有其充分的理由。</p>
<p>当然，<strong>苹果</strong>（AAPL 0.32%）也是其中之一。</p>
<p>然而，与这一新兴行业中的其他公司不同，苹果的入局方式与其他参与者截然不同，甚至可以说更具优势。以下是原因及其对投资者的重要性。</p>
<h2>什么是生成性人工智能？</h2>
<p>首先，生成性人工智能究竟是什么？为了更好地理解生成性人工智能，比较它与非生成性人工智能的区别可能更为有效。</p>
<p>迄今为止，计算机仅仅执行软件指令的内容——没有更多，也没有更少。当然，这些软件只是成千上万条编码指令的汇编。</p>
<p>然而，随着生成性人工智能的出现，计算机能够有效地根据你在 ChatGPT 或 <strong>Microsoft</strong> 的 Copilot 等平台上提出的常常任意的请求做出判断。这可以是从创建图像到撰写复杂思想的简单摘要，再到分析数据，甚至是创建可能需要耗费大量时间从头拼凑的计算机代码。生成性人工智能甚至被用于创建写作提示或虚构故事的情节大纲。</p>
<p>实际上，世界所称的人工智能并没有太多真正的 “人工” 成分。几乎所有的人工智能平台都是通过对大量基础数据的深度分析来驱动的。</p>
<p>然而，它看起来、感觉上和行为上都像科幻电影中常描绘的人工智能。生成性人工智能能够做出直观的决策，以满足你的特定需求或从无到有地创造东西。这就是为什么 Precedence Research 认为全球生成性人工智能市场预计将在 2034 年前以 44% 的年增长率增长，届时市场价值将达到 1 万亿美元。</p>
<p>不过，问题依然存在——苹果在这方面做了什么？</p>
<h2>苹果的生成性人工智能入局</h2>
<p>它被称为 Apple Intelligence。</p>
<p>首次宣布于 6 月，10 月正式推出，苹果计划让其最新及未来版本的 iPhone、iPad 和 Mac 电脑成为真正的手持生成性人工智能设备，能够完成从创建自定义图像到总结电子邮件，再到帮助管理设备所有者日程的所有功能。Apple Intelligence 不仅仅是一个应用程序，它通过提高用户的效率，使苹果的硬件真正成为个人助手，且这一过程流畅而直观。</p>
<p>正如首席执行官蒂姆·库克在上个月的季度财报电话会议上所解释的那样：“Apple Intelligence 开辟了一个令人兴奋的新领域，已经在提升 iPhone、iPad 和 Mac 的使用体验。我们将继续投资于创新和变革工具，以帮助用户改善日常生活。”</p>
<p>为此，苹果的最终目标是通过使 iPhone 成为消费者不可或缺的工具来销售更多的 iPhone。</p>
<p>毫不夸张地说，苹果在面向消费者的生成性人工智能方面所做的工作超过了任何其他公司。正如《傻瓜投资者》的内部研究部门指出，自去年初以来，苹果管理层在最近的财报电话会议上提到 “人工智能” 这一术语的频率超过了行业内的任何其他公司。这些其他公司包括 <strong>Nvidia</strong> 和微软，显然也不甘示弱。</p>
<p>然而，苹果并没有将其人工智能的发展局限于可以直接从其设备上处理的任务。尽管不仅仅能够支持生成性人工智能任务，该公司一直在开发自己的数据中心处理器芯片，这些芯片似乎旨在为苹果设备的用户提供更多的计算能力和数据分析能力。</p>
<p>通过这种互补的方法，公司可以为客户提供一个完整的、从头到尾的生成性人工智能解决方案，而不是依赖于一堆有自己目标的第三方服务提供商。</p>
<h2>它即将到来，无论如何</h2>
<p>这就是计划。</p>
<p>不过，值得一提的是，该公司目前并没有取得显著的成功。截止到 12 月的季度，iPhone 的收入基本持平，尽管在 9 月推出的 iPhone 16 完全能够支持处理密集型的 Apple Intelligence 平台。这种温和的表现也延续到了这一流行智能手机的收入长期停滞。苹果不再披露 iPhone 的销量，但行业研究机构 IDC 也报告称，去年最后一个季度出货的 iPhone 总数实际上同比下降了 4.1%，而整体智能手机出货量增长了 2.4%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDYzMjYvMDIwNDI1LWlwaG9uZS1zYWxlcy5wbmcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDYzMjYvMDIwNDI1LWlwaG9uZS1zYWxlcy5wbmcmdz03MDA"/></p>
<p>数据来源：苹果公司和 IDC。收入和单位数据均以百万计。</p>
<p>显然，消费者并没有蜂拥而至购买新 iPhone 以利用其人工智能功能——至少目前还没有。</p>
<p>不过，现在就放弃还为时尚早。消费者仍需进行大量教育，以使他们意识到生成性人工智能能为他们做些什么。随着这项工作的推进，别惊讶于苹果的 iPhone 业务最终会复苏。</p>
<p>这当然会进一步增强持有苹果股票的乐观理由。</p>

苹果

<p>苹果正在通过其新倡议 “苹果智能” 进入生成式人工智能市场，旨在提升其设备的用户体验。这项技术允许直观的决策和个性化的辅助，使苹果有可能在面向消费者的生成式人工智能领域中占据领先地位。尽管计划雄心勃勃，iPhone 的收入增长却停滞不前，上个季度出货量下降了 4.1%。首席执行官蒂姆·库克强调，持续投资于创新，以使苹果设备对消费者来说不可或缺</p>

<p>There's no denying it. Generative artificial intelligence is a game-changer. Even without knowing exactly how it will revolutionize the world when all is said and done, it seems this technology delivers the sort of solutions envisioned when computers first started becoming relatively common three decades ago. There's a good reason so many tech companies are getting into the business.</p>
<div class="lb-trans"><p>不可否认，生成性人工智能是一场游戏规则的改变者。即使尚不清楚它最终将如何彻底改变世界，这项技术似乎提供了三十年前计算机开始相对普及时所设想的解决方案。许多科技公司纷纷进入这一领域，正是有其充分的理由。</p>
</div><p><strong>Apple</strong>(AAPL 0.32%) is, of course, one of those companies.</p>
<div class="lb-trans"><p>当然，<strong>苹果</strong>（AAPL 0.32%）也是其中之一。</p>
</div><p>However, like every other name in this budding industry, Apple's entry into the race is different than any other player's. It's also arguably better. Here's how, and why it matters to investors.</p>
<div class="lb-trans"><p>然而，与这一新兴行业中的其他公司不同，苹果的入局方式与其他参与者截然不同，甚至可以说更具优势。以下是原因及其对投资者的重要性。</p>
</div><h2>What's generative AI?</h2>
<div class="lb-trans"><h2>什么是生成性人工智能？</h2>
</div><p>First things first -- what exactly is generative AI? To best understand what generative artificial intelligence is, it may be best to compare it to what it isn't.</p>
<div class="lb-trans"><p>首先，生成性人工智能究竟是什么？为了更好地理解生成性人工智能，比较它与非生成性人工智能的区别可能更为有效。</p>
</div><p>To date, computers have only done what software instructed them to do -- no more and no less. And, of course, this software is just a compilation of thousands of coded instructions.</p>
<div class="lb-trans"><p>迄今为止，计算机仅仅执行软件指令的内容——没有更多，也没有更少。当然，这些软件只是成千上万条编码指令的汇编。</p>
</div><p>With the advent of generative artificial intelligence, though, computers can effectively make judgment calls in response to the often-arbitrary requests you make of platforms like ChatGPT or <strong>Microsoft'</strong> s Copilot. This can be anything from creating an image to writing a simple synopsis of a complex idea to analyzing data or even the creation of computer code that might otherwise be too time-consuming to piece together from scratch. Generative AI has even been used to create writing prompts or plot outlines for fiction stories.</p>
<div class="lb-trans"><p>然而，随着生成性人工智能的出现，计算机能够有效地根据你在 ChatGPT 或 <strong>Microsoft</strong> 的 Copilot 等平台上提出的常常任意的请求做出判断。这可以是从创建图像到撰写复杂思想的简单摘要，再到分析数据，甚至是创建可能需要耗费大量时间从头拼凑的计算机代码。生成性人工智能甚至被用于创建写作提示或虚构故事的情节大纲。</p>
</div><p>There's nothing much that's actually artificial about what the world is calling artificial intelligence. Almost all AI platforms are just powered by a deep analysis of a massive amount of underlying data.</p>
<div class="lb-trans"><p>实际上，世界所称的人工智能并没有太多真正的 “人工” 成分。几乎所有的人工智能平台都是通过对大量基础数据的深度分析来驱动的。</p>
</div><p>However, it looks, feels, and acts like the artificial intelligence often portrayed in science fiction films. Generative AI can make intuitive decisions meant to meet your specific needs or create something from nothing. That's why Precedence Research believes the global generative artificial intelligence market is set to grow at an annualized pace of 44% through 2034, when it will be worth $1 trillion.</p>
<div class="lb-trans"><p>然而，它看起来、感觉上和行为上都像科幻电影中常描绘的人工智能。生成性人工智能能够做出直观的决策，以满足你的特定需求或从无到有地创造东西。这就是为什么 Precedence Research 认为全球生成性人工智能市场预计将在 2034 年前以 44% 的年增长率增长，届时市场价值将达到 1 万亿美元。</p>
</div><p>The question remains, though -- what's Apple doing on this front?</p>
<div class="lb-trans"><p>不过，问题依然存在——苹果在这方面做了什么？</p>
</div><h2>Apple's generative AI entry</h2>
<div class="lb-trans"><h2>苹果的生成性人工智能入局</h2>
</div><p>It's called Apple Intelligence.</p>
<div class="lb-trans"><p>它被称为 Apple Intelligence。</p>
</div><p>First announced in June and launched in October, Apple intends for its latest and future versions of its iPhones, iPads, and Mac computers to be true handheld generative AI devices capable of everything from creating custom images to summarizing emails to helping manage device owners' schedules. More than an app, Apple Intelligence turns Apple's hardware into true personal assistants by making owners more efficient and by doing so fluidly and intuitively.</p>
<div class="lb-trans"><p>首次宣布于 6 月，10 月正式推出，苹果计划让其最新及未来版本的 iPhone、iPad 和 Mac 电脑成为真正的手持生成性人工智能设备，能够完成从创建自定义图像到总结电子邮件，再到帮助管理设备所有者日程的所有功能。Apple Intelligence 不仅仅是一个应用程序，它通过提高用户的效率，使苹果的硬件真正成为个人助手，且这一过程流畅而直观。</p>
</div><p>As CEO Tim Cook explained during last month's quarterly earnings call, &#34;Apple Intelligence opens up an exciting new frontier and is already elevating experiences across iPhone, iPad, and Mac. We're going to keep investing in innovation and in transformative tools that help users in their everyday lives.&#34;</p>
<div class="lb-trans"><p>正如首席执行官蒂姆·库克在上个月的季度财报电话会议上所解释的那样：“Apple Intelligence 开辟了一个令人兴奋的新领域，已经在提升 iPhone、iPad 和 Mac 的使用体验。我们将继续投资于创新和变革工具，以帮助用户改善日常生活。”</p>
</div><p>To this end, Apple's ultimate goal is to sell more iPhones by making them an indispensable tool to consumers.</p>
<div class="lb-trans"><p>为此，苹果的最终目标是通过使 iPhone 成为消费者不可或缺的工具来销售更多的 iPhone。</p>
</div><p>It's not a stretch to suggest Apple is doing more on the consumer-facing generative AI front than any other name is, either. As The Motley Fool's in-house research arm points out, Apple's management has been tossing around the term &#34;AI&#34; during its recent earnings calls more than any other company in the business has since early last year. These other companies include <strong>Nvidia</strong> and Microsoft, which are certainly no slouches</p>
<div class="lb-trans"><p>毫不夸张地说，苹果在面向消费者的生成性人工智能方面所做的工作超过了任何其他公司。正如《傻瓜投资者》的内部研究部门指出，自去年初以来，苹果管理层在最近的财报电话会议上提到 “人工智能” 这一术语的频率超过了行业内的任何其他公司。这些其他公司包括 <strong>Nvidia</strong> 和微软，显然也不甘示弱。</p>
</div><p>Apple isn't limiting the development of its artificial intelligence to tasks that can be handled directly from its devices, however. Although not just capable of supporting generative AI tasks, the company has been working on its own data center processor chips that appear to be intended to serve owners of Apple devices when they require more computing power and more data to analyze than their hardware is able to supply.</p>
<div class="lb-trans"><p>然而，苹果并没有将其人工智能的发展局限于可以直接从其设备上处理的任务。尽管不仅仅能够支持生成性人工智能任务，该公司一直在开发自己的数据中心处理器芯片，这些芯片似乎旨在为苹果设备的用户提供更多的计算能力和数据分析能力。</p>
</div><p>With this complementary approach, the company can offer its customers a complete, soup-to-nuts generative AI solution rather than relying on a bunch of third-party service providers with their own goals.</p>
<div class="lb-trans"><p>通过这种互补的方法，公司可以为客户提供一个完整的、从头到尾的生成性人工智能解决方案，而不是依赖于一堆有自己目标的第三方服务提供商。</p>
</div><h2>It's coming, sooner or later</h2>
<div class="lb-trans"><h2>它即将到来，无论如何</h2>
</div><p>That's the plan, anyway.</p>
<div class="lb-trans"><p>这就是计划。</p>
</div><p>Just for the record, however, the company isn't exactly knocking it out of the park yet. IPhone revenue for the quarter ended in December was essentially flat year over year, even though the iPhone 16 introduced in September is fully capable of supporting the processing-intensive Apple Intelligence platform. This tepidness extends to the long-standing stagnation of the popular smartphone's revenue. Apple no longer discloses iPhone unit sales, but industry research outfit IDC also reports that the total number of iPhones shipping during the final quarter of last year actually fell 4.1% year over year while overall smartphone shipments grew by 2.4%.</p>
<div class="lb-trans"><p>不过，值得一提的是，该公司目前并没有取得显著的成功。截止到 12 月的季度，iPhone 的收入基本持平，尽管在 9 月推出的 iPhone 16 完全能够支持处理密集型的 Apple Intelligence 平台。这种温和的表现也延续到了这一流行智能手机的收入长期停滞。苹果不再披露 iPhone 的销量，但行业研究机构 IDC 也报告称，去年最后一个季度出货的 iPhone 总数实际上同比下降了 4.1%，而整体智能手机出货量增长了 2.4%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDYzMjYvMDIwNDI1LWlwaG9uZS1zYWxlcy5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F806326%2F020425-iphone-sales.png&amp;op=resize&amp;w=700"/></p>
<p>Data sources: Apple Inc. and IDC. Revenue and unit data are both in millions.</p>
<div class="lb-trans"><p>数据来源：苹果公司和 IDC。收入和单位数据均以百万计。</p>
</div><p>Consumers clearly aren't piling into new iPhones to plug into their artificial intelligence capabilities -- at least not yet.</p>
<div class="lb-trans"><p>显然，消费者并没有蜂拥而至购买新 iPhone 以利用其人工智能功能——至少目前还没有。</p>
</div><p>It's too soon to throw in the towel here, however. There's still a great deal of consumer education that needs to be done just to make the world aware of all the generative AI can do for them. As this work moves forward, don't be surprised to eventually see Apple's iPhone business perk up.</p>
<div class="lb-trans"><p>不过，现在就放弃还为时尚早。消费者仍需进行大量教育，以使他们意识到生成性人工智能能为他们做些什么。随着这项工作的推进，别惊讶于苹果的 iPhone 业务最终会复苏。</p>
</div><p>This, of course, will bolster the already bullish case for owning Apple stock.</p>
<div class="lb-trans"><p>这当然会进一步增强持有苹果股票的乐观理由。</p>
</div>

Here's How Generative AI Factors Into Apple's Plan for Growth

- 苹果推出的生成性人工智能被称为 Apple Intelligence，旨在提升设备用户体验。  
- 该技术预计将推动全球生成性人工智能市场在 2034 年前以 44% 的年增长率增长。  
- 尽管 iPhone 销售增长乏力，但消费者教育仍在进行中，未来有望提升销量。  

生成式人工智能如何在苹果的增长计划中发挥作用