天风国际证券分析师郭明錤近日表示，苹果公司的AI发展战略可能面临挑战。他指出，如果苹果未能在2024年推出市场预期之外的生成式AI服务，其市值可能会被快速增长的芯片巨头英伟达超越。
郭明錤的看法基于对iPhone出货量的预测调整。原本市场对2024年iPhone出货量的共识在2.2亿至2.25亿部之间，但现在这一预期正在向下修正，接近郭明錤先前预测的2亿部水平。这一调整反映了市场对苹果未来增长潜力的担忧。
生成式AI服务的推出被认为是苹果维持其市场领导地位的关键，尤其是在人工智能和机器学习领域。如果苹果在这一领域未能取得突破，其相对于竞争对手的竞争优势可能会减弱。
英伟达作为全球领先的图形处理器制造商，近年来在AI和数据中心业务方面取得了显著增长。该公司在AI芯片市场上的成功，使得其市值在近期增长迅速，成为苹果市值面临挑战的重要因素。
苹果一直以其创新能力和对用户体验的关注而著称，但面对英伟达等公司在AI技术上的快速进步，苹果必须加快步伐，以确保其市场地位。苹果用户和投资者将密切关注该公司在AI领域的下一步行动。
英文翻译内容：
Title: Apple’s AI Services Fall Short of Expectations, Risking Nvidia Surpassing Its Market Cap
Keywords: Apple AI Services, Nvidia, Market Capitalization
News content:
Tianfeng International Securities analyst Ming-Chi Kuo recently indicated that Apple may face challenges in its AI development strategy. He noted that if Apple fails to introduce generative AI services that exceed market expectations in 2024, its market capitalization could be overtaken by chip giant Nvidia, which has been experiencing rapid growth.
Kuo’s views are based on revised forecasts for iPhone shipments. The market consensus for iPhone shipments in 2024 was originally between 220 million and 225 million units, but this expectation is now being revised downwards, aligning closer to Kuo’s previous prediction of 200 million units. This adjustment reflects concerns in the market about Apple’s future growth potential.
The introduction of generative AI services is seen as crucial for Apple to maintain its market leadership, especially in the fields of artificial intelligence and machine learning. Failure to achieve breakthroughs in these areas could erode Apple’s competitive advantage against rivals.
Nvidia, as the world’s leading manufacturer of graphics processors, has seen significant growth in AI and data center businesses in recent years. The company’s success in the AI chip market has contributed to a rapid increase in its market capitalization, making it a significant factor in the potential challenge to Apple’s market position.
Apple is known for its innovation and focus on user experience, but with companies like Nvidia making rapid progress in AI technology, Apple must accelerate its pace to ensure its market status. Apple users and investors will be closely watching the company’s next moves in the AI sector.
【来源】https://wallstreetcn.com/articles/3709743
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