華爾街分析師熱議蘋果2012全球開發(fā)者大會
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????蘋果公司（Apple）全球開發(fā)者大會（World Wide Developer's Conference）于本周一召開，華爾街人士針對大會主旨演講反應(yīng)不一。對此次大會，大部分人都持積極態(tài)度，不過，之前蘋果分析師的預(yù)測高于實際情況，現(xiàn)在，他們必須保守一些了。 ????投資公司Piper Jaffray的吉恩?蒙斯特：硬件設(shè)備增強，網(wǎng)絡(luò)整合擴大了iOS與安卓（Android）之間的差距?！拔覀冋J為，最讓人吃驚的是，蘋果不僅加強了其自有生態(tài)系統(tǒng)內(nèi)部的互動，還與實力強勁的網(wǎng)絡(luò)合作伙伴結(jié)成了一個聯(lián)盟，提供的用戶體驗大大跳出了谷歌（Google）的框框。我們認為，整合重要的網(wǎng)絡(luò)合作伙伴將進一步強化iOS與安卓之間的差異。我們相信，谷歌根本不可能像蘋果一樣如此有效整合網(wǎng)絡(luò)合作伙伴。比如蘋果與Facebook的合作使iPhone實際上成了‘Facebook手機’。而語音助手Siri功能的增強則是對谷歌最直接的打擊。上周，我們在討論谷歌地圖時便已預(yù)料到這種情況。Siri的內(nèi)容增加了體育比賽結(jié)果，并可通過OpenTable預(yù)訂餐廳，此外還包括影訊等信息。我們相信，蘋果將繼續(xù)為Siri物色更多內(nèi)容合作伙伴，最終將谷歌在iPhone中的影響徹底邊緣化?！?/p> ????國際戰(zhàn)略投資集團（ISI）布萊恩?馬紹爾：蘋果筆記本更新有望保持良好勢頭?！笆返俜?喬布斯之前的成就無法復(fù)制，但我們認為，蒂姆?庫克和其他高管（如全球營銷高級副總裁菲爾?席勒、iOS軟件部高級副總裁斯科特?福斯特等）的表現(xiàn)也非常出色，確保了蘋果公司的忠實用戶始終保持著較高的滿意度。雖然此次未推出新蘋果電視Apple TV操作系統(tǒng)，讓有些人略感失望，但我們認為，這是因為蘋果公司希望將注意力集中到Mac平臺。蘋果一直在這一平臺穩(wěn)扎穩(wěn)打，搶占市場份額。蘋果公司宣布對MacBook Air（MBA）和MacBook Pro（MBP）這兩款筆記本進行升級，配備速度更快的處理器，更出色的圖像處理，以及USB 3.0接口等，而新操作系統(tǒng)美洲獅(Mountain Lion)將在7月份上市。但實際上，蘋果的重點產(chǎn)品是下一代、旗艦版MacBook Pro（新MBP）筆記本，該款筆記本將配備15.4’’屏幕，分辨率高達2800 X 1800的視網(wǎng)膜顯示屏，并融合了MBP的強大動力（如最高2.7Ghz處理器、16GB RAM、獨立顯卡等）和MBA的實用性（如厚度只有0.71英寸、高達768 GB固態(tài)硬盤等），目前新MBP低配的定價為2,199美元（如2.3Ghz處理器、8GB RAM、GT 650M 1GB顯卡、256GB固態(tài)硬盤）?！?/p> |
????The Street's reactions to Monday's World Wide Developer's Conference keynote have started to drift in. The verdicts were mostly positive, but Apple (AAPL) analysts whose predictions outpaced reality had a little backtracking to do. ????Piper Jaffray's Gene Munster: Strengthened Device And Web Integration Widens Gap Between iOS And Android. "We believe the biggest takeaway is that Apple is strengthening not only the interaction within its own ecosystem, but also creating a consortium of powerful web partners to offer an experience that largely falls outside of Google's walls. We believe this focus on integrating important web partners continues to meaningfully differentiate iOS from Android. We believe Google is unlikely to ever engage in the same type of partnership as Apple and Facebook, making the iPhone the de-facto 'Facebook phone'... Apple's expansion of Siri is a more direct shot to Google that we had expected last week as detailed in our discussion of Google Maps. Siri content has expanded to include sports results, OpenTable reservations, and movie times. We believe Apple will continue to add content partners for Siri to marginalize Google's presence on the iPhone. ????ISI's Brian Marshall: Notebook refreshes should maintain momentum. "While Steve Jobs' past performances are impossible to duplicate, we believe presentations by Tim Cook along with senior executives (e.g., SVP of Worldwide Marketing Phil Schiller, SVP of iOS Software Scott Forstall, etc.) did a solid job keeping the AAPL faithful satisfied. While some may have been mildly disappointed that a new Apple TV OS was not introduced, we believe AAPL wanted to focus attention on the Mac platform which is positioned to continue taking share, in our view... AAPL announced refreshes to both the MacBook Air (MBA) and MacBook Pro (MBP) with faster processors, better graphics, USB 3.0 ports, etc. and a new OS (Mountain Lion) available in July. The highlight however was the next-generation, flagship MacBook Pro (new MBP) which features a 15.4", high-res 2,880x1,800 Retina display and the power of a MBP (e.g, up to 2.7Ghz processor, 16GB RAM, discrete graphics, etc.) with the utility of a MBA (e.g., 0.71" thin, up to 768GB SSD, etc.) priced at $2,199 in the base configuration (e.g., 2.3Ghz processor, 8GB RAM, GT 650M 1GB graphics, 256GB SSD)." |
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