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DeepSeek是不是苹果大利好?库克在财报电话会上这么说

Is DeepSeek a Bullish development for Apple? Cook said so during the Earnings Reports conference call.

wallstreetcn ·  Jan 31 02:03

At the Apple Investor Conference Call, CEO Tim Cook affirmed the efficiency improvements and innovation brought by DeepSeek. Cook emphasized the close integration of Apple's hardware and software, and continued to maintain a prudent capital expenditure strategy. Bank of America Merrill Lynch believes that DeepSeek's technological advances will optimize Apple's edge AI applications, enhance the user experience, and help it integrate more AI functions into its products to enhance market competitiveness.

How will DeepSeek's innovation impact Apple?

After the US stock market on Thursday, January 30, EST, during an Apple investor conference call, Apple CEO Tim Cook confirmed DeepSeek's innovations in reducing the training and operating costs of its V3 model, as well as the efficiency improvements brought about:

“Overall, I think innovation that drives efficiency is a good thing, and you saw that in that model.”

At the same time, Cook also mentioned Apple's advantages in hardware and software integration, as well as continuing to adopt a prudent capital expenditure strategy:

“Our tightly integrated hardware and software will continue to provide us with good benefits. As you know, our approach is to perform AI processing on the device, combined with a private cloud architecture, which architecturally simulates what happens on the device.”

“From a capital expenditure perspective, we have always taken a very careful and thoughtful approach to spending, and we continue to use a hybrid model, and I think this model will continue to provide us with good benefits.”

The market generally believes that a significant reduction in AI model development costs is beneficial to Apple. According to a previous Wall Street News article, Bank of America Merrill Lynch believes that if DeepSeek's technology can actually reduce the cost of AI inference and improve the quality and speed of inference, then edge AI applications will benefit Apple the most, benefiting Apple in many ways.

First, Apple's edge AI applications will be further optimized to enhance the user experience. Second, as costs decrease, Apple can integrate more AI functions into its products, such as smartphones and AR glasses. This will allow Apple to take a more favorable position in future market competition and become the ultimate choice to have an “LLM in your pocket.”

On Thursday, Apple's stock price closed down 0.74%, and at one point the after-hours price rose more than 3%.Big
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