据华尔街见闻报道，知名天风国际证券分析师郭明錤近日发表观点，指出苹果公司若无法在2023年推出超出市场预期的生成式人工智能（AI）服务，其市值或将面临被图形处理器巨头英伟达超越的风险。郭明錤以其在业界的深入分析而知名，他提到，原先对于2024年iPhone出货量的市场共识在2.2至2.25亿部之间，但现在这一预期正逐步下调，更接近他本人预测的2亿部水平。
生成式AI服务在科技行业中已成为竞争的新焦点，苹果作为全球最有价值的公司之一，其在AI领域的动态备受关注。郭明錤的分析认为，如果苹果在这一关键领域未能展现出技术创新和领导力，那么英伟达——在AI计算领域表现强劲的公司——可能借此机会提升其市场地位，甚至在市值上超过苹果。
苹果的iPhone业务一直是其营收的主要驱动力，但随着智能手机市场的饱和，寻求新的增长点变得至关重要。生成式AI服务，如聊天机器人和内容创作工具，被视为可能的突破口。然而，面对英伟达等公司在AI领域的猛烈攻势，苹果必须加快步伐，以维持其在科技行业的领先地位。
目前，苹果和英伟达在AI领域的竞争已进入白热化阶段，两家公司的市值变动将直接影响全球科技市场的格局。郭明錤的预测为投资者和业界提供了重要的参考，也加剧了市场对苹果未来战略的关注。
英语如下：
News Title: “Apple Market Cap Alert: Ming-Chi Kuo predicts Nvidia could surpass Apple if AI services fall short”
Keywords: Apple AI services, Nvidia market cap, Ming-Chi Kuo’s prediction
News Content: According to Wall Street Insider, renowned TF International Securities analyst Ming-Chi Kuo recently expressed his view that Apple Inc. might risk being overtaken by graphics processing giant Nvidia in market capitalization if it fails to deliver an AI-generated services surpassing market expectations in 2023. Known for his in-depth industry analysis, Kuo mentioned that the initial market consensus for iPhone shipments in 2024 was between 220 to 225 million units, but this forecast is now being revised downward, closer to his own prediction of 200 million units.
Generative AI services have emerged as a new focal point of competition in the tech industry, and as one of the world’s most valuable companies, Apple’s moves in the AI domain are under close scrutiny. Kuo’s analysis suggests that if Apple fails to demonstrate technological innovation and leadership in this crucial area, Nvidia, a company strong in AI computing, could seize the opportunity to enhance its market position and potentially surpass Apple in market cap.
Apple’s iPhone business has long been the primary driver of its revenue, but with the saturation of the smartphone market, finding new growth areas is crucial. Generative AI services, such as chatbots and content creation tools, are seen as potential game-changers. However, facing intense competition from companies like Nvidia in the AI sector, Apple must accelerate its efforts to maintain its leadership in the tech industry.
Currently, the AI rivalry between Apple and Nvidia has reached a fever pitch, with fluctuations in their market caps directly impacting the global tech landscape. Kuo’s prediction provides significant insights for investors and the industry, intensifying the focus on Apple’s future strategies.
【来源】https://wallstreetcn.com/articles/3709743
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