据华尔街见闻报道，知名天风国际证券分析师郭明錤近期发布报告指出，目前市场对2024年iPhone出货量的预期正逐步下调，从原先的2.2至2.25亿部向他本人预测的2亿部靠拢。这一调整反映出市场对苹果公司未来业绩的谨慎态度。郭明錤强调，如果苹果在年内无法推出超越市场期望的生成式人工智能（AI）服务，其市值可能会面临被英伟达超越的风险。
生成式AI服务作为科技领域的前沿技术，被视作企业创新力的重要指标。苹果作为全球市值最高的公司之一，其在AI领域的动向备受关注。郭明錤的报告暗示，苹果需要在AI服务上实现重大突破，以维持其市场领先地位和投资者信心。而英伟达，作为AI计算领域的领军企业，近年来在人工智能和高性能计算方面取得了显著进展，其市值的增长潜力不容小觑。
若苹果未能在AI服务上满足市场期待，可能导致投资者重新评估两家公司的价值，从而引发市值排名的变动。这一预测为科技行业的竞争格局增添了新的不确定性，同时也为苹果公司提出了紧迫的创新挑战。
英语如下：
News Title: “Apple’s Market Cap Alert: Ming-Chi Kuo Forecasts NVIDIA Overtaking If No Surprising AI Services Emerge”
Keywords: Apple AI Services, NVIDIA Market Cap, Ming-Chi Kuo’s Prediction
News Content: According to Wall Street Journal, renowned TF International Securities analyst Ming-Chi Kuo recently released a report stating that market expectations for iPhone shipments in 2024 are being gradually lowered from initially estimated 220 to 225 million units, aligning more with his prediction of 200 million units. This adjustment reflects the market’s cautious stance on Apple’s future performance. Kuo emphasizes that if Apple fails to introduce a generative artificial intelligence (AI) service surpassing market expectations within the year, its market capitalization could be at risk of being overtaken by NVIDIA.
Generative AI services, as a forefront technology in the tech sector, are seen as crucial indicators of corporate innovation. As one of the world’s most valuable companies, Apple’s moves in the AI domain are closely watched. Kuo’s report implies that Apple needs to make significant breakthroughs in AI services to maintain its market leadership and investor confidence. NVIDIA, a leading company in AI computing, has made substantial advancements in artificial intelligence and high-performance computing in recent years, with its growth potential in market value not to be underestimated.
Should Apple fall short of meeting market expectations in AI services, it could prompt investors to reevaluate the relative value of the two companies, potentially leading to a shift in market capitalization rankings. This prediction adds a new layer of uncertainty to the competitive landscape in the tech industry and poses an urgent innovation challenge for Apple.
【来源】https://wallstreetcn.com/articles/3709743
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