Apple Inc.'s global developer conference ( WWDC 2025) held this week has concluded. Although the market is highly focused on the development of its generative AI technology, the AI-related announcements at this conference appeared relatively conservative and did not meet external expectations for breakthrough AI functionalities. According to the latest data from Bloomberg Terminal, Apple shares closed at $196.45 on Friday, reflecting a cumulative fall of 3.9% over the past five trading days, indicating investor disappointment with this event.

At this year's WWDC conference, Apple introduced new features such as Liquid Glass UI design, upgraded Live Translations translation function, and Workout Buddy, while unifying all its operating systems under the name "homeOS". Although these updates can enhance user experience to some extent, they do not involve the large language model applications or enterprise-level AI services that the market expects. Apple's Senior Vice President of Software Engineering, Craig Federighi, also admitted that there are unlikely to be significant breakthroughs in Siri's AI capabilities in the short term.

It is worth noting that there were rumors in the market suggesting that Apple was considering strengthening the Safari browser and introducing AI search functionality, which could mean a reduction in reliance on Google search services. However, the conference did not provide a clear response to this speculation, leaving many questions unanswered.

Analysts believe that compared to competitors' aggressive investments in the AI field, Apple seems to have adopted a more cautious strategy, focusing on gradual improvements in product experience rather than pursuing cutting-edge breakthroughs in technology concepts. This conservative attitude, while consistent with Apple's long-standing product philosophy, raises concerns about whether it can maintain market competitiveness in the current rapidly developing AI landscape.