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Nansen co-founder: Optimistic about Apple; on-device AI and hardware advantages may become a new growth driver
In addition, he said that the development of small models will significantly benefit Apple, and high-quality on-device AI inference is about to be realized. The new CEO, Ternus, has a hardware background, and is expected to further strengthen Apple’s hardware advantages. At the same time, Apple still has strong free cash flow and maintains the tech industry’s most influential brand position; these factors together support his long-term positive outlook on Apple.