据天风国际证券分析师郭明錤预测，苹果公司如果未能推出超出市场预期的生成式人工智能（AI）服务，其市值可能会被竞争对手英伟达超越。郭明錤指出，市场对2024年iPhone出货量的共识已开始下调，逐渐接近他之前预测的2亿部。这一趋势反映出市场对苹果未来发展前景的担忧。如果苹果未能展示出强大的AI创新能力，可能会在市值竞争中处于劣势。英伟达作为AI领域的领军企业，其市值的增长可能会对苹果构成威胁。
Title: Apple AI Services Challenged, Market Cap at Risk
Keywords: Apple AI, Market Cap Competition, Nvidia Challenge
News content:
According to TF International Securities analyst Ming-Chi Kuo, Apple’s market capitalization could be threatened if the company fails to introduce generative AI services that exceed market expectations. Kuo has observed that the market consensus for iPhone shipments in 2024 is now being revised downwards, moving closer to his earlier forecast of 200 million units. This trend suggests a market concern about Apple’s future prospects. If Apple does not demonstrate strong AI innovation capabilities, it may find itself at a disadvantage in the race for market capitalization. Nvidia, a leading player in the AI field, could see its market value rise, potentially overshadowing Apple.
【来源】https://wallstreetcn.com/articles/3709743
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