#NansenCEO看多苹果 Nansen CEO turns bullish on Apple: five supports including improved AI capabilities, hardware advantages, and cash-flow composition.

Odaily Planet Daily reported that Nansen CEO Alex Svanevik said in a post that he is turning back to a bullish stance on Apple and listed five reasons to be optimistic, including Siri upgrades, on-device AI inference development, the new CEO, cash-flow advantages, and brand value.

Svanevik said Apple’s Siri experience in the iOS 27 Beta version has already improved noticeably, and search functionality has finally made progress. Although it still hasn’t fully met the goal, it’s “already headed in the right direction.” The development of smaller AI models will significantly benefit Apple, and in the future users are expected to gain high-quality on-device AI inference capabilities—running AI models directly on the device—thereby improving privacy protection and response speed. In addition, new Apple CEO John Ternus has a hardware background, which aligns with Apple’s direction of further strengthening its hardware advantages.

Apple’s continued creation of strong free cash flow, along with its brand influence that still leads in the tech industry, also serves as an important underpinning for its long-term value. As AI capabilities gradually integrate into Apple’s ecosystem, it may bring new growth opportunities. #夏日创作营