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布最新研究报告指出，苹果公司面临的市场压力正在增大。郭明錤表示，原先市场对于2024年iPhone出货量的共识在2.2亿至2.25亿部之间，但目前这一预期已经开始下调，逐步接近他本人先前预测的2亿部水平。这一调整反映出市场对苹果未来销售前景的谨慎态度。
郭明錤进一步强调，苹果不仅需要应对出货量下滑的挑战，更关键的是，如果公司在今年无法推出超越市场预期的生成式人工智能（AI）服务，其市值可能会遭受重大冲击。生成式AI服务被视为科技巨头们在人工智能领域竞争的新焦点，苹果在此领域的表现将直接影响其市场地位。
目前，苹果的市值虽仍居全球前列，但郭明錤预测，如果在AI服务上无法取得突破，英伟达这家在GPU和AI计算领域表现出色的公司，其市值有可能超越苹果。这将标志着科技行业竞争格局的潜在变化，以及投资者对创新技术重视程度的提升。
郭明錤的报告引发了业界对苹果未来战略和创新能力的关注。苹果公司如何应对这一挑战，以及在AI领域的布局，将成为决定其未来市值走势的关键因素。
英语如下：
News Title: “Apple Market Cap Alert: Ming-Chi Kuo Predicts Loss of Top Spot to Nvidia Without Surprising AI Services”
Keywords: Apple AI, Nvidia Market Cap, Ming-Chi Kuo Report
News Content: According to Wall Street Journal, renowned analyst Ming-Chi Kuo of TF International Securities recently released a new research report highlighting the escalating market pressures on Apple. Kuo suggests that the market consensus for iPhone shipments in 2024, initially estimated at 220 to 225 million units, is now being downgraded, moving closer to his earlier forecast of 200 million units. This revision indicates a more cautious outlook on Apple’s future sales prospects.
Kuo emphasizes that Apple not only needs to address declining shipment numbers but also, crucially, if the company fails to introduce a generative artificial intelligence (AI) service that surpasses market expectations this year, its market capitalization could suffer a significant blow. Generative AI services are seen as the new focal point in the AI competition among tech giants, and Apple’s performance in this domain will directly impact its market position.
While Apple’s market capitalization remains among the world’s highest, Kuo predicts that if the company fails to make breakthroughs in AI services, Nvidia, a company renowned for its prowess in GPUs and AI computing, could potentially surpass Apple in market value. This would signify a potential shift in the technology industry’s competitive landscape and an increased emphasis from investors on innovative technologies.
Ming-Chi Kuo’s report has sparked industry attention on Apple’s future strategy and innovation capabilities. How Apple addresses this challenge and its AI positioning will be decisive factors in determining the trajectory of its market capitalization.
【来源】https://wallstreetcn.com/articles/3709743
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