天风国际证券分析师郭明錤近期表示，苹果公司的市值有可能会被英伟达超越，除非苹果能在今年推出超出市场预期的生成式AI服务。郭明錤指出，市场对2024年iPhone出货量的共识已从2.2-2.25亿部开始下修，接近他之前预测的2亿部。这一下修趋势反映了投资者对苹果未来增长的担忧。
生成式AI服务的推出被认为是苹果维持并提升市值的关键。郭明錤认为，如果苹果无法在这一领域取得突破，英伟达的市值将有可能超过苹果，因为英伟达在人工智能和图形处理单元（GPU）市场的强势表现。
苹果一直以其创新能力和生态系统著称，但面对AI技术的快速发展，苹果需要迅速行动，以保持其在科技行业中的领导地位。生成式AI服务的成功推出不仅能够提振市场对苹果的信心，还有助于确保其市值的稳定增长。
英文标题：Apple’s Market Cap at Risk of Being Surpassed by Nvidia, Warns Ming-Chi Kuo
英文关键词：Apple Market Cap, Nvidia Dominance, Generative AI Services
英文新闻内容：
Tianfeng International Securities analyst Ming-Chi Kuo recently highlighted the possibility of Apple’s market capitalization being overtaken by Nvidia, unless the tech giant introduces generative AI services that exceed market expectations this year. Kuo noted that the consensus on iPhone shipments for 2024 has been revised down from 22-22.5 million to closer to his previous estimate of 20 million. This downward trend reflects investor concerns about Apple’s future growth.
The successful launch of generative AI services is seen as crucial for Apple to maintain and enhance its market cap. Kuo argues that without such a breakthrough, Nvidia’s market cap could surpass Apple’s, given Nvidia’s strong performance in the AI and graphics processing unit (GPU) markets.
Apple is renowned for its innovation and ecosystem, but with the rapid development of AI technology, the company needs to act swiftly to preserve its leadership in the tech industry. The launch of generative AI services not only boosts market confidence in Apple but also ensures the stable growth of its market cap.
【来源】https://wallstreetcn.com/articles/3709743
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