苹果公司的市值可能会被英伟达超越，除非它能推出超出市场预期的生成式人工智能服务。这一警告来自于天风国际证券分析师郭明錤。郭明錤指出，原本市场对2024年iPhone出货量的共识预期是2.2亿至2.25亿部，但现在已经向下修正，接近他之前预测的2亿部。如果苹果在今年未能推出令人惊喜的生成式AI服务，英伟达的市值很有可能超越苹果。这一消息来自华尔街见闻的报道。
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, Generative AI, Challenge
英文新闻内容：
Apple’s market capitalization is at risk of being overtaken by Nvidia unless it unveils generative AI services that exceed market expectations, according to analyst Ming-Chi Kuo of TF International Securities. Kuo noted that the consensus market forecast for iPhone shipments in 2024 has been revised downward from 220 to 225 million to closer to his previous estimate of 200 million. He warns that if Apple fails to introduce such services this year, Nvidia’s market cap could surpass Apple’s. The warning was reported by Wall Street CN.
【来源】https://wallstreetcn.com/articles/3709743
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