<p><strong>苹果</strong>(AAPL -2.15%) 在过去五年里一直是股市上最值得拥有的股票之一，期间上涨超过 160%。截至周一收盘，其市值刚刚超过 3.1 万亿美元，使其成为全球最有价值的公司之一。其业务的成功和实力围绕着 iPhone 和 iPad，以及其其他产品和服务的生态系统。</p>
<p>但如果发生了什么事情打乱了这种主导地位呢？苹果的一位高管承认，未来可能会出现问题，并可能让投资者重新考虑长期持有该股票的理由。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg1NzcvYnVzaW5lc3MtcGVvcGxlLWxvb2tpbmctYXQtYS10YWJsZXQuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg1NzcvYnVzaW5lc3MtcGVvcGxlLWxvb2tpbmctYXQtYS10YWJsZXQuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>未来不再需要 iPhone？</h2>
<p>由于与人工智能（AI）相关的进步，科技世界正在迅速变化。这意味着人们今天使用的设备可能在未来五到十年内变得过时。</p>
<p>苹果服务高级副总裁 Eddy Cue 在针对谷歌（由 <strong>Alphabet</strong> 拥有）的反垄断案件中作证，表示即使是公司的 iPhone 也可能由于 AI 趋势的变化而变得不再重要：“十年后你可能不需要 iPhone。” Cue 认为，AI 驱动的可穿戴设备，如智能眼镜，可能会取代今天的智能手机。</p>
<p>对于苹果来说，这意味着既有机会也有一些重大挑战。考虑到在 2025 年第一季度，公司净销售额达到 953 亿美元，而 iPhone 收入大约占其中的一半，约为 468 亿美元。公司在扩大这一业务领域时已经面临困难，因为最近一个季度 iPhone 销量仅增长了 2%。</p>
<p>一个长期趋势使消费者更有理由放弃 iPhone，这对苹果来说无疑是个坏消息。公司将不得不依赖创新，并可能推出一些新产品。不幸的是，这在近年来并不是该业务的强项。</p>
<h2>苹果的业务会有麻烦吗？</h2>
<p>在 AI 方面，苹果一直落后于其他公司。它推迟了原定于今年推出的 Apple Intelligence 功能，现在计划在 2026 年推出。虽然一些 AI 功能已经可用，包括总结电子邮件和网页，但更高级的功能，如使用苹果的 Siri 助手进行涉及多个步骤的多应用请求，将要到明年才能使用。</p>
<p>问题在于，今天已经有许多聊天机器人可供用户选择，能够处理复杂的多步骤请求，而苹果在竞争中已经落后。到明年，这一差距可能会进一步扩大。虽然苹果优先考虑安全和隐私，这些都是 AI 的重要方面，但公司无法跟上步伐可能会对未来的业务造成问题。</p>
<p>至少，苹果已经缓慢的增长率可能会受到影响。如果 iPhone 销量疲软，这可能会影响到消费者购买 iPad 和订阅服务的数量。</p>
<p>全球有超过 10 亿部活跃的 iPhone，但 Android 设备实际上占据了超过 71% 的智能手机市场份额。苹果 iPhone 有点像一种身份象征，但随着 Android 设备更便宜、限制更少、用户更容易修改和定制，它们可能在多年中失去了实用性。未来，如果苹果难以跟上 AI 的发展，其市场份额可能会进一步减少。</p>
<h2>苹果股票仍然是一个好的投资吗？</h2>
<p>预测未来五年甚至十年的科技发展及其对苹果业务的影响是困难的。过去十年，公司的创新不足并没有伤害到他们，因为 iPhone 仍然是标志性设备，并且对苹果的业务至关重要。但 AI 带来的变化可能会最终加大对苹果的压力，迫使其推出可能必要的进步，以跟上市场。</p>
<p>AI 是苹果投资者应该关注的领域。就目前而言，业务仍在良好运行，没有必要惊慌。但 Cue 关于 iPhone 的评论确实突显了一个严重的担忧，即苹果在没有重大进展的情况下，能依赖其设备多久。这仍然是悬在今天业务上方的一个大问号。</p>
<p>如果你投资了苹果，你可能不需要急于出售你的股份，它仍然可以是一个值得拥有的好股票，但这是一个你应该考虑的长期风险。然而，如果你是一个以增长为导向的投资者，你可能更适合追求其他在 AI 进步中更有利可图的科技股票，而不是苹果。</p>

苹果

<p>苹果的股票在过去五年中上涨了超过 160%，但在一位高管暗示未来 iPhone 可能不再是必需品后，市场开始出现担忧，因为人工智能的进步可能会导致这一变化。Eddy Cue 表示，基于人工智能的可穿戴设备可能会取代智能手机，这对苹果构成挑战，因为苹果在很大程度上依赖 iPhone 的销售。该公司在人工智能领域的创新进展缓慢，重要功能的推出被推迟到 2026 年。尽管苹果依然强劲，但投资者应对其在没有重大进展的情况下对当前设备的长期依赖保持谨慎</p>

<p><strong>Apple</strong>(AAPL -2.15%) has been one of the best stocks to own over the past five years on the stock market, rising more than 160% during that time frame. As of Monday's close, its market cap was just over $3.1 trillion, making it one of the most valuable companies in the world. The success and strength of its business revolves around its iPhones and iPads, as well as the ecosystem of its other products and services.</p>
<div class="lb-trans"><p><strong>苹果</strong>(AAPL -2.15%) 在过去五年里一直是股市上最值得拥有的股票之一，期间上涨超过 160%。截至周一收盘，其市值刚刚超过 3.1 万亿美元，使其成为全球最有价值的公司之一。其业务的成功和实力围绕着 iPhone 和 iPad，以及其其他产品和服务的生态系统。</p>
</div><p>But what if something happened that disrupted that dominance? One of Apple's own executives admitted that there could be trouble ahead for the business, and may have provided investors with a reason to think twice about owning the stock for the long term.</p>
<div class="lb-trans"><p>但如果发生了什么事情打乱了这种主导地位呢？苹果的一位高管承认，未来可能会出现问题，并可能让投资者重新考虑长期持有该股票的理由。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg1NzcvYnVzaW5lc3MtcGVvcGxlLWxvb2tpbmctYXQtYS10YWJsZXQuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818577%2Fbusiness-people-looking-at-a-tablet.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>iPhones no longer needed in the future?</h2>
<div class="lb-trans"><h2>未来不再需要 iPhone？</h2>
</div><p>The world of tech is changing rapidly due to advancements related to artificial intelligence (AI). And that can mean the devices that people use today may become obsolete within the next five to 10 years.</p>
<div class="lb-trans"><p>由于与人工智能（AI）相关的进步，科技世界正在迅速变化。这意味着人们今天使用的设备可能在未来五到十年内变得过时。</p>
</div><p>Eddy Cue, the senior vice president of services at Apple, testified at the antitrust case against Google (which <strong>Alphabet</strong> owns), stating that even the company's iPhones may not be crucial due to changing AI trends: &#34;You may not need an iPhone 10 years from now.&#34; Cue believes that AI-powered wearable devices, such as smart glasses, could take the place of today's smartphones.</p>
<div class="lb-trans"><p>苹果服务高级副总裁 Eddy Cue 在针对谷歌（由 <strong>Alphabet</strong> 拥有）的反垄断案件中作证，表示即使是公司的 iPhone 也可能由于 AI 趋势的变化而变得不再重要：“十年后你可能不需要 iPhone。” Cue 认为，AI 驱动的可穿戴设备，如智能眼镜，可能会取代今天的智能手机。</p>
</div><p>For Apple, that means both opportunities ahead and also some significant challenges. Consider that during the first three months of 2025, the company's net sales totaled $95.3 billion, and iPhone revenue accounted for roughly half of that, at $46.8 billion. The company has already faced difficulties in growing that area of its business, as iPhone sales rose by just 2% in the most recent quarter.</p>
<div class="lb-trans"><p>对于苹果来说，这意味着既有机会也有一些重大挑战。考虑到在 2025 年第一季度，公司净销售额达到 953 亿美元，而 iPhone 收入大约占其中的一半，约为 468 亿美元。公司在扩大这一业务领域时已经面临困难，因为最近一个季度 iPhone 销量仅增长了 2%。</p>
</div><p>A longer-term trend that gives consumers more of a reason to ditch the iPhone certainly wouldn't help matters for Apple. The company would have to rely on innovation and potentially coming out with something new. And unfortunately, that hasn't exactly been a strong point for the business in recent years.</p>
<div class="lb-trans"><p>一个长期趋势使消费者更有理由放弃 iPhone，这对苹果来说无疑是个坏消息。公司将不得不依赖创新，并可能推出一些新产品。不幸的是，这在近年来并不是该业务的强项。</p>
</div><h2>Could Apple's business be in trouble?</h2>
<div class="lb-trans"><h2>苹果的业务会有麻烦吗？</h2>
</div><p>Apple has been lagging behind other companies when it comes to AI. It has delayed its Apple Intelligence features that it was planning to roll out for iPhones this year, which will now be slated for 2026. While some AI features are available, including summarizing emails and webpages, more advanced ones such as using Apple's Siri assistant for multiapp requests that involve multiple steps won't be available until next year.</p>
<div class="lb-trans"><p>在 AI 方面，苹果一直落后于其他公司。它推迟了原定于今年推出的 Apple Intelligence 功能，现在计划在 2026 年推出。虽然一些 AI 功能已经可用，包括总结电子邮件和网页，但更高级的功能，如使用苹果的 Siri 助手进行涉及多个步骤的多应用请求，将要到明年才能使用。</p>
</div><p>The problem is that there are already many chatbots for users to choose from today that can handle complex, multistep requests, and Apple is already well behind the competition. By next year, the gap could widen even further. While Apple is prioritizing safety and privacy, which are important aspects of AI, the company's inability to keep up could pose problems for the business in the future.</p>
<div class="lb-trans"><p>问题在于，今天已经有许多聊天机器人可供用户选择，能够处理复杂的多步骤请求，而苹果在竞争中已经落后。到明年，这一差距可能会进一步扩大。虽然苹果优先考虑安全和隐私，这些都是 AI 的重要方面，但公司无法跟上步伐可能会对未来的业务造成问题。</p>
</div><p>At the very least, Apple's already sluggish growth rate could take a hit. And if iPhone sales are struggling, that could trickle down and affect how many of those consumers are also buying iPads and subscribing to services.</p>
<div class="lb-trans"><p>至少，苹果已经缓慢的增长率可能会受到影响。如果 iPhone 销量疲软，这可能会影响到消费者购买 iPad 和订阅服务的数量。</p>
</div><p>There are over 1 billion active iPhones in the world, but Android devices actually have the lion's share of the smartphone market, at over 71%. Apple iPhones are a bit of a status figure, but they may have lost their practicality over the years, with Android devices being cheaper, less locked down, and easier for users to modify and customize. In the future, if Apple struggles to keep up with AI, its market share may diminish even further.</p>
<div class="lb-trans"><p>全球有超过 10 亿部活跃的 iPhone，但 Android 设备实际上占据了超过 71% 的智能手机市场份额。苹果 iPhone 有点像一种身份象征，但随着 Android 设备更便宜、限制更少、用户更容易修改和定制，它们可能在多年中失去了实用性。未来，如果苹果难以跟上 AI 的发展，其市场份额可能会进一步减少。</p>
</div><h2>Is Apple stock still a good investment?</h2>
<div class="lb-trans"><h2>苹果股票仍然是一个好的投资吗？</h2>
</div><p>It's difficult to predict how the next five-plus years will play out in tech, let alone the next decade, and what effect that will have on Apple's business. The company's lack of significant innovation hasn't hurt them over the past decade, as iPhones have remained iconic devices and are still crucial to Apple's business. But the changes that AI is causing could finally ramp up the pressure on Apple to get going and deliver advancements that may be necessary to keep up with the market.</p>
<div class="lb-trans"><p>预测未来五年甚至十年的科技发展及其对苹果业务的影响是困难的。过去十年，公司的创新不足并没有伤害到他们，因为 iPhone 仍然是标志性设备，并且对苹果的业务至关重要。但 AI 带来的变化可能会最终加大对苹果的压力，迫使其推出可能必要的进步，以跟上市场。</p>
</div><p>AI is an area that Apple investors should monitor. For now, the business is still doing well, and there's no need to panic. But Cue's comments about the iPhone do highlight a serious concern about just how long Apple can rely on its devices without making significant advancements. That remains a big question mark hovering over the business today.</p>
<div class="lb-trans"><p>AI 是苹果投资者应该关注的领域。就目前而言，业务仍在良好运行，没有必要惊慌。但 Cue 关于 iPhone 的评论确实突显了一个严重的担忧，即苹果在没有重大进展的情况下，能依赖其设备多久。这仍然是悬在今天业务上方的一个大问号。</p>
</div><p>If you're invested in Apple, you may not necessarily need to rush to sell your shares, and it can still make for a good stock to own, but this is a risk you should consider for the long haul. If, however, you're a growth-oriented investor, you may be better off pursuing other tech stocks that are better positioned to benefit from advancements in AI than Apple.</p>
<div class="lb-trans"><p>如果你投资了苹果，你可能不需要急于出售你的股份，它仍然可以是一个值得拥有的好股票，但这是一个你应该考虑的长期风险。然而，如果你是一个以增长为导向的投资者，你可能更适合追求其他在 AI 进步中更有利可图的科技股票，而不是苹果。</p>
</div>

Did a Top Apple Executive Just Give Investors the Ultimate Reason to Dump the Stock?

- 苹果公司在过去五年中股价上涨超过 160%，市值超 3.1 万亿美元。  
- 高管表示，未来可能不再需要 iPhone，AI 设备可能取而代之。  
- 苹果在 AI 领域落后，创新乏力，可能影响其市场份额。  

苹果的一位高管是否刚刚给投资者提供了抛售股票的绝佳理由？