Apple plans to introduce its initial AI features in China by December 2026 after regulatory delays, but this rollout excludes the latest Siri AI introduced in 2026. The AI features coming to China are based on the 2024 version, including tools like Writing Tools and notification summaries, but not the newer Siri assistant. This matters because Greater China is a significant market for Apple, contributing nearly $19 billion in revenue last quarter. Apple is working with local partners like Alibaba and Baidu to comply with regulations, but the absence of Siri AI limits the impact of this launch. Investors remain cautious as Apple’s AI presence in China is still incomplete, while competitors like Nvidia have stronger AI exposure globally.
As of Oct 15, 2026 21:01 WIB, Apple (AAPL) trades at USD 345.73, up 0.81% for the day, while Nvidia (NVDA), with a stronger AI presence globally, is down 2.74% at USD 215.45, closer to its 52-week low of USD 165.17 than its high of USD 239.27. Alibaba (BABA), a local partner for Apple in China, is trading at USD 109.37, down 1.62%, nearer to its 52-week low of USD 94.83 than its high of USD 179.97. This contrast highlights differing investor sentiment on Pluang regarding AI exposure and regional market dynamics.
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