苹果市值或被英伟达超越？郭明錤：关键在于生成式AI服务
据华尔街见闻报道，天风国际证券分析师郭明錤近日表示，苹果2024年iPhone出货量市场共识正在下修，向他此前预测的2亿部靠拢。他认为，如果苹果今年无法推出优于市场预期的生成式AI服务，英伟达的市值将很有可能超越苹果。
郭明錤指出，生成式AI是未来科技产业的重要发展趋势，苹果在该领域动作相对保守。英伟达在生成式AI领域拥有领先优势，其GPU产品在训练和部署生成式AI模型方面具有较强的性能。
郭明錤表示，苹果目前在生成式AI领域面临的主要挑战在于缺乏强大的GPU产品。苹果自研的M系列芯片虽然在移动设备市场表现出色，但与英伟达的GPU在生成式AI训练和部署方面的性能仍有差距。
此外，郭明錤还认为，苹果在生成式AI软件生态方面也落后于英伟达。英伟达已经建立了完善的生成式AI软件生态系统，包括CUDA、TensorRT和Triton等工具和框架。苹果在该领域尚未形成类似的生态系统。
郭明錤的分析表明，苹果在生成式AI领域面临着严峻的挑战。如果苹果无法及时推出具有竞争力的生成式AI服务，其市值可能会被英伟达超越。
值得注意的是，郭明錤的预测仅基于当前市场信息，实际情况可能会有所不同。苹果尚未对郭明錤的分析做出回应。
英语如下：
**Headline:** Apple’s Market Cap Could Be Overtaken by Nvidia if ItFalls Behind in AI
**Keywords:** AI services, market cap overtaking, iPhone shipments
**Article:**
Apple’s market cap could be overtaken by Nvidia? Ming-Chi Kuo: The key lies in generative AI services
According to a report by Wall Street Insights, TF International Securities analyst Ming-Chi Kuo recently stated that the market consensus for Apple’s 2024 iPhone shipments is being revised downward, approaching his previous forecast of 200 million units. He believes that if Apple fails to launch a generative AI service that exceeds market expectations this year, Nvidia’s market cap is likely to surpass Apple’s.
Kuo pointed out that generative AI is an important development trend in the future technology industry, and Apple is relatively conservative in this field. Nvidia has a leading edge in the field of generative AI, and its GPU products have strong performance in training and deploying generative AI models.
Kuo said that Apple’s main challenge in the field of generative AI at present is the lack of powerful GPU products. Apple’s self-developed M-series chips have performed well inthe mobile device market, but they still have a gap in performance compared to Nvidia’s GPUs in generative AI training and deployment.
In addition, Kuo also believes that Apple lags behind Nvidia in the software ecosystem for generative AI. Nvidia has established a complete generative AI software ecosystem, including tools and frameworks such as CUDA, TensorRT, and Triton. Apple has not yet formed a similar ecosystem in this field.
Kuo’s analysis shows that Apple faces serious challenges in the field of generative AI. If Apple fails to launch a competitive generative AI service in a timely manner, its market cap could be overtaken by Nvidia.
It is worth noting that Kuo’s forecast is based solely on current market information, and the actual situation may vary. Apple has not yet responded to Kuo’s analysis.
【来源】https://wallstreetcn.com/articles/3709743
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