据华尔街见闻报道,天风国际证券的知名分析师郭明錤近日发出警示,指出苹果公司面临着市值被英伟达超越的风险。郭明錤表示,原本市场对于2024年iPhone出货量的共识在2.2至2.25亿部之间,但目前这一预期正在下调,逐渐接近他本人预测的2亿部水平。这反映出市场对苹果未来销售的担忧正在加剧。
郭明錤强调,苹果能否在年内推出超出市场预期的生成式人工智能(AI)服务将对公司的市值产生决定性影响。他认为,如果苹果在AI领域的创新未能满足市场的高期待,英伟达这家在AI计算领域表现出色的公司,其市值很可能超越苹果,实现反超。
目前,苹果和英伟达在科技领域的竞争日益激烈,特别是在AI技术的应用上。苹果一直以其强大的生态系统和创新力著称,而英伟达则在GPU(图形处理器)和AI计算方面拥有显著优势。这场市值竞赛将不仅是产品和技术的比拼,更是两家公司在未来科技趋势中领导地位的争夺。
郭明錤的预测为投资者提供了新的视角,也对苹果公司提出了更高的创新要求。随着科技行业的快速发展,苹果需要在AI领域持续创新,以保持其市场领先地位和投资者的信心。
英语如下:
**News Title:** “Kuo’s Warning: Apple’s Market Cap at Risk of being Overtaken by Nvidia Without Surprising AI Innovation”
**Keywords:** Apple, Nvidia, Market Cap Supremacy
**News Content:**
In a recent report cited by Wall Street Journal, renowned analyst Ming-Chi Kuo of TF International Securities sounded an alarm, suggesting that Apple Inc. could face the threat of being surpassed in market capitalization by Nvidia. Kuo indicated that the market consensus for iPhone shipments in 2024, initially estimated at 220-225 million units, is now being downgraded, moving closer to his own forecast of 200 million units. This shift signals growing concerns about Apple’s future sales.
Kuo emphasizes that Apple’s ability to introduce AI (Artificial Intelligence) services that exceed market expectations this year will be decisive for the company’s market valuation. He believes that should Apple’s AI innovations fall short of the market’s high hopes, Nvidia, a company known for its prowess in AI computing, could potentially overtake Apple in market cap.
The competition between Apple and Nvidia in the tech sphere, particularly in AI application, is heating up. Apple is renowned for its robust ecosystem and innovation, while Nvidia holds a significant advantage in GPU (Graphics Processing Unit) and AI computing. This race for market cap dominance is not just about products and technology but also about each company’s strive for leadership in future tech trends.
Kuo’s forecast offers investors a new perspective and raises the bar for Apple’s innovation requirements. Amid the rapid development of the tech industry, Apple must continue to innovate in AI to maintain its market lead and investor confidence.
【来源】https://wallstreetcn.com/articles/3709743
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