股價“大跳水”!蘋果將推遲在歐洲推出AI功能
因監管影響,蘋果的AI功能在部分地區可能會推遲推出。
隔夜,蘋果一度升近1%,尾盤快速跳水,最終收跌1.04%,報207.49美元,總市值3.18萬億美元,超過英偉達的3.11萬億美元,位列全球市值第二大的公司。


今年不會在歐盟推出AI功能
週五,蘋果表示,由於歐盟《數字市場法》(DMA)反壟斷法規帶來的“監管不確定性”,2024年不會在歐盟發佈三項最近發佈的功能,包括其旗艦產品“Apple Intelligence”AI 產品。
在聲明中,蘋果表示,Apple Intelligence、iPhone Mirroring和SharePlay屏幕共享產品的增強功能,以上三項功能不會向歐盟用户提供。
至於原因,蘋果認為,《數字市場法》的互操作性要求可能會迫使蘋果以危及用户隱私和數據安全的方式損害產品的完整性。
2023年,歐盟通過了《數字市場法》,旨在防範亞馬遜、蘋果、Alphabet、Meta、微軟等少數大型科技公司充當“守門人”,阻止小公司競爭。除其他事項外,DMA要求基本功能在競爭設備和生態系統之間運行。
蘋果稱,將與歐盟合作,“試圖找到一種解決方案,使我們能夠在不損害歐盟客户安全的情況下向他們提供這些功能”。
2023年,蘋果在歐洲的淨銷售額為942.94億美元,略低於其全球淨銷售額的四分之一。
此外,Apple Intelligence也不會在大中華區推出,大中華區2023年的銷售額為75.59億美元。
股價因AI大升
6月初,蘋果在WWDC 2024上發佈Apple Intelligence,並官宣與OpenAI建立合作關係,引入其AI技術。
據悉,Apple Intelligence可以校對文字,甚至可以用友好或專業的語氣重寫。它還可以創建名為 Genmoji 的自定義表情符號,通過iPhone搜索來自某人的特定消息,總結和轉錄電話並顯示優先通知。
受此利好影響,蘋果股價近幾週上升。自6月10日的WWDC發佈會以來,蘋果的股價一度創下220.2美元的歷史新高,市值一度超過3.3萬億美元,至今已累計上升7.44%。

如今,AI功能剛發佈沒多久,就遭遇監管障礙,蘋果的AI之路走得很艱難啊。
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