据华尔街见闻报道，知名证券分析师郭明錤近期发布报告指出，如果苹果公司未能在2023年推出超越市场预期的生成式人工智能（AI）服务，其市值或将面临被英伟达超越的风险。郭明錤曾任职于多家国内外知名媒体，以其精准的科技行业分析而闻名。
报告中提到，原先市场对2024年iPhone出货量的共识在2.2亿至2.25亿部之间，但目前这一预期正在下调，逐步接近郭明錤本人预测的2亿部。iPhone作为苹果公司的核心产品，其出货量的下滑可能对公司的整体业绩产生直接影响。
郭明錤强调，生成式AI服务已成为科技巨头竞争的新战场。若苹果在这一领域的表现未能达到市场期望，将可能导致投资者信心下滑，从而影响其市值。与此同时，英伟达作为AI计算领域的领先企业，近年来在人工智能和数据中心业务上的强劲增长，使其市值有潜力超越苹果。
当前，苹果和英伟达在AI技术领域的竞争日益激烈，而苹果在AI服务上的创新将直接关系到其在科技行业的领先地位。郭明錤的分析为投资者提供了新的视角，同时也对苹果公司提出了更高的期待，要求其在AI服务上实现突破，以维持其市场地位。
英语如下：
News Title: “Kuo warns: Without groundbreaking AI services, Apple’s market value at risk of being surpassed by NVIDIA”
Keywords: Kuo’s report, Apple AI services, NVIDIA’s market value
News Content: According to Wall Street Journal, renowned securities analyst Ming-Chi Kuo recently released a report stating that if Apple Inc. fails to introduce generative artificial intelligence (AI) services beyond market expectations in 2023, its market capitalization could be surpassed by NVIDIA. Kuo, who has worked for several prominent domestic and international media outlets, is知名 for his accurate analysis of the tech industry.
The report mentions that the original market consensus for iPhone shipments in 2024 was between 220 million to 225 million units, but this estimate is now being downgraded, moving closer to Kuo’s own forecast of 200 million units. As iPhones are the core product of Apple, a decline in shipments could directly impact the company’s overall performance.
Kuo emphasizes that generative AI services have become a new battleground for tech giants. If Apple underperforms in this domain, it could lead to a loss of investor confidence, affecting its market value. Meanwhile, NVIDIA, a leader in AI computing, has witnessed strong growth in its AI and data center businesses in recent years, positioning it to potentially overtake Apple in market value.
Currently, the competition between Apple and NVIDIA in AI technology is intensifying. Apple’s innovations in AI services will directly correlate to its leadership position in the tech industry. Kuo’s analysis offers a new perspective for investors and raises higher expectations for Apple to break through in AI services to maintain its market standing.
【来源】https://wallstreetcn.com/articles/3709743
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