据华尔街见闻报道，天风国际证券知名分析师郭明錤近日发出警告，称如果苹果公司无法在年内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巨头英伟达超越。郭明錤指出，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，但目前这一预期正逐渐下调，趋向他本人早前预测的2亿部水平。
生成式AI服务是当前科技领域的热门趋势，苹果在这一领域的进展将直接影响其市场表现和投资者信心。如果苹果无法在AI领域取得重大突破，特别是在与竞争对手的竞争中未能展现出显著优势，其股价可能会受到影响。相比之下，英伟达在AI计算和图形处理领域持续创新，已获得市场的高度认可，市值有望借此机会实现超越。
郭明錤的预测进一步加剧了科技界对苹果创新能力的关注。苹果作为全球最有价值的公司之一，其一举一动都会对整个行业产生深远影响。面对市场环境的变化和竞争对手的挑战，苹果需要在AI服务上展现出强大的技术实力和创新能力，以维持其在市场上的领先地位和投资者的青睐。
英语如下：
News Title: “Apple Market Cap Alert: Ming-Chi Kuo Predicts NVIDIA Could Surpass If No Breakthrough AI Services Emerge”
Keywords: Ming-Chi Kuo report, Apple AI services, NVIDIA market cap
News Content: According to Wall Street Journal, renowned analyst Ming-Chi Kuo of TF International Securities recently issued a warning that Apple Inc.’s market capitalization could be surpassed by graphics processing giant NVIDIA if the company fails to launch generative artificial intelligence (AI) services that exceed market expectations this year. Kuo noted that the market previously anticipated iPhone shipments to be between 220 million to 225 million units in 2024, but these expectations are now being downgraded, aligning with his earlier forecast of 200 million units.
Generative AI services are a current hot trend in the tech sector, and Apple’s progress in this domain will directly impact its market performance and investor confidence. If Apple fails to make significant strides in AI, particularly if it doesn’t demonstrate a substantial competitive advantage against rivals, its stock price could be affected. In contrast, NVIDIA, with its continuous innovation in AI computing and graphics processing, has garnered high market approval and is poised to seize this opportunity to surpass Apple’s market cap.
Ming-Chi Kuo’s forecast intensifies the tech industry’s scrutiny of Apple’s innovation capabilities. As one of the world’s most valuable companies, Apple’s moves have far-reaching implications for the entire industry. To maintain its market leadership and investor favor in the face of changing market conditions and competitor challenges, Apple needs to demonstrate formidable technical prowess and innovation in AI services.
【来源】https://wallstreetcn.com/articles/3709743
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