正文：
近日，知名证券分析师郭明錤针对苹果公司发布了一项警告。郭明錤表示，目前市场对于2024年iPhone出货量的共识正在下修，从原先的2.2-2.25亿部向他之前预测的2亿部靠拢。他指出，这一变化反映了市场对苹果未来业绩的担忧。
更令人担忧的是，郭明錤认为，如果苹果今年无法推出优于市场预期的生成式AI服务，那么其市值很有可能会被英伟达超越。生成式AI服务是当前科技行业的热点领域，其潜力巨大，各大科技公司都在积极布局。
苹果一直被视为在这一领域的有力竞争者，但郭明錤的警告表明，市场对苹果在这一领域的表现并不乐观。如果苹果真的未能推出超预期的AI服务，那么其市值可能会受到重创。
这对中国市场来说，无疑是一个巨大的挑战。作为中国市场的关键参与者，苹果的一举一动都对中国市场产生深远影响。如果苹果的表现不如预期，那么中国市场可能会受到波及。
然而，这也是一个机会。如果中国科技公司能够抓住这个机会，积极布局生成式AI服务，那么它们有可能在全球科技竞争中取得更大的优势。
总的来说，郭明錤的警告表明，苹果未来的市值可能会受到AI服务表现的巨大影响。这将是一个值得关注的领域，对于苹果，以及对于整个科技行业来说，这都是一个巨大的挑战和机会。
英语如下：
**Headline:** Apple’s Market Value Under Threat: Nvidia Closing In
**Keywords:** Apple market value, AI services, Nvidia surpassing.
**News Content:**
Title: Analyst Ming-Chi Kuo Warns: Apple’s Market Value Could Be Overtaken by Nvidia if It Fails to Launch Surprise AI Services
Body:
Recently, renowned securities analyst Ming-Chi Kuo issued a warning regarding Apple Inc. Kuo mentioned that the market consensus for iPhone shipments in 2024 is currently being downgraded from the original 220-225 million units to his previous prediction of 200 million units. He pointed out that this change reflects the market’s concerns over Apple’s future performance.
Even more concerning is Kuo’s belief that if Apple fails to introduce AI services that exceed market expectations this year, its market value may well be surpassed by Nvidia. Generative AI services are a hot sector in the tech industry currently, with immense potential and major tech companies actively positioning themselves.
Apple has been considered a strong competitor in this field, but Kuo’s warning suggests that the market is not optimistic about Apple’s performance in this area. If Apple indeed fails to launch surprise AI services, its market value could suffer a significant blow.
This无疑是一个巨大的挑战。作为中国市场的关键参与者，苹果的一举一动都对中国市场产生深远影响。如果苹果的表现不如预期，那么中国市场可能会受到波及。
However, this is also an opportunity. If Chinese tech companies can seize this opportunity and actively layout in generative AI services, they may gain a greater advantage in the global tech competition.
Overall, Kuo’s warning indicates that Apple’s future market value may be greatly influenced by the performance of its AI services. This will be a field worth watching, posing a significant challenge and opportunity for Apple, and for the entire tech industry.
【来源】https://wallstreetcn.com/articles/3709743
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