据华尔街见闻报道，知名证券分析师郭明錤近期发出警告，指出如果苹果公司未能在2023年推出超出市场预期的生成式人工智能（AI）服务，其市值可能被图形处理器巨头英伟达超越。郭明錤以其在行业内的深度分析而闻名，他提到，此前市场普遍预计2024年iPhone的出货量将在2.2亿至2.25亿部之间，但目前这一预期正在下调，逐渐接近他本人预测的2亿部水平。
生成式AI服务是科技领域的一大热点，苹果在AI领域的创新将直接影响其市场表现。郭明錤的分析表明，苹果需要在这一关键领域展现出强大的竞争力，以维持其在智能手机市场的领先地位，并保持投资者的信心。英伟达则在AI计算和数据中心领域展现出强劲的增长势头，若苹果未能及时推出创新的AI服务，英伟达的市值超越苹果并非不可能。
这一预测引发了业界对苹果战略方向的关注。苹果公司长期以来以其硬件产品和封闭式生态系统著称，但随着AI技术的发展，软件和服务的创新正变得愈发重要。市场期待苹果能在AI领域带来革命性的突破，以应对日益激烈的市场竞争，防止市值受到冲击。
目前，苹果和英伟达都在AI技术上投入大量资源，但哪一方能在未来竞争中占据上风，还需看各自的研发成果和市场接纳度。郭明錤的报告无疑为科技行业的观察者提供了新的视角，同时也对苹果公司提出了更高的期待。
英语如下：
News Title: “Kuo’s Warning: Without Surprising AI Services, Apple’s Market Cap at Risk of Being Overtaken by NVIDIA”
Keywords: Kuo’s prediction, Apple AI services, NVIDIA’s market cap
News Content: According to Wall Street Journal, renowned securities analyst Ming-Chi Kuo recently issued a warning that Apple Inc.’s market capitalization could be surpassed by graphics processing giant NVIDIA if the tech giant fails to introduce generative artificial intelligence (AI) services beyond market expectations in 2023. Known for his in-depth industry analysis, Kuo mentioned that the market previously forecast iPhone shipments for 2024 to be between 220 million and 225 million units, but these expectations are now being revised downward, approaching his own estimate of 200 million units.
Generative AI services are a major focus in the tech sector, and Apple’s innovations in AI will directly impact its market performance. Kuo’s analysis suggests that Apple needs to demonstrate strong competitiveness in this critical area to maintain its leadership in the smartphone market and sustain investor confidence. NVIDIA, on the other hand, has shown robust growth in AI computing and data centers, making it possible for the company to overtake Apple’s market cap if the latter does not promptly introduce innovative AI services.
This prediction has drawn attention to Apple’s strategic direction. The company has long been recognized for its hardware products and封闭的 ecosystem, but as AI technology advances, innovation in software and services is becoming increasingly crucial. The market anticipates groundbreaking breakthroughs from Apple in the AI field to cope with intensifying competition and protect its market capitalization from potential impacts.
Both Apple and NVIDIA are currently investing heavily in AI technology. However, which company will gain the upper hand in the future competition will depend on their research and development outcomes and market acceptance. Kuo’s report undoubtedly offers a new perspective for tech industry observers and raises higher expectations for Apple.
【来源】https://wallstreetcn.com/articles/3709743
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