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表观点，指出苹果公司若无法在生成式人工智能（AI）服务领域推出超越市场期待的产品，其市值或将被图形处理巨头英伟达超越。郭明錤提到，此前市场对2024年iPhone出货量的共识为2.2亿至2.25亿部，但目前这一预期正逐渐下调，趋向他本人预测的2亿部水平。
生成式AI服务作为科技行业的新兴热点，已被视为企业未来竞争的关键领域。苹果公司在AI技术上的发展一直备受关注，但郭明錤的分析认为，如果苹果在这方面的进展未能满足市场的高期望，可能会影响投资者对其未来的信心。相比之下，英伟达在AI计算和图形处理上的强大实力已得到广泛认可，其在自动驾驶、云计算和人工智能计算等多个领域展现出强劲的增长潜力。
苹果市值被英伟达超越的前景，反映出市场对科技公司创新能力的高度敏感。这一警告信号对于苹果而言，意味着需要在AI技术创新上加大投入，以维持其在全球科技巨头中的领先地位。同时，这也预示着科技行业的竞争格局可能出现新的变化，特别是在AI技术引领的新一轮技术革命中，企业需要不断创新以保持竞争优势。
英语如下：
News Title: “Apple’s Market Cap Alert: Ming-Chi Kuo Predicts NVIDIA Could Overtake如果没有超出预期的AI Services”
Keywords: Apple AI services, NVIDIA market cap, Ming-Chi Kuo’s prediction
News Content: According to Wall Street Journal, renowned analyst from TF International Securities, Ming-Chi Kuo, recently expressed his view that Apple Inc. might see its market capitalization surpassed by graphics processing giant NVIDIA if it fails to deliver an AI (Artificial Intelligence) service beyond market expectations in the generative AI field. Kuo mentioned that the market consensus for iPhone shipments in 2024 was initially between 220 million to 225 million units, but this forecast is now being gradually lowered, aligning with his own prediction of 200 million units.
Generative AI services, as a nascent hotspot in the tech industry, are seen as a critical domain for future corporate competition. Apple’s developments in AI technology have always been under close scrutiny, but Kuo’s analysis suggests that if the company’s progress in this area falls short of high market expectations, it could undermine investor confidence in its future. In contrast, NVIDIA’s formidable capabilities in AI computing and graphics processing are widely acknowledged, with strong growth potential demonstrated in areas such as autonomous driving, cloud computing, and AI-driven computations.
The prospect of Apple’s market cap being overtaken by NVIDIA reflects the market’s heightened sensitivity to tech companies’创新能力. This warning signal for Apple indicates the need to increase investments in AI innovation to maintain its leading position among global tech giants. Simultaneously, it foreshadows potential shifts in the tech industry landscape, especially in the new wave of technology revolution led by AI, where companies must continually innovate to preserve their competitive edge.
【来源】https://wallstreetcn.com/articles/3709743
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