苹果再获大行逆势唱好，AI将点燃苹果“下一个超级碗时刻”_老虎社区_美港股上老虎

苹果再获大行逆势唱好，AI将点燃苹果“下一个超级碗时刻”

智通财经02-12

Wedbush发表研报表示，最近对供应链的调查显示，苹果(AAPL.US)在中国的需求“明显稳定”。Wedbush分析师Dan Ives表示，iPhone今年很可能会出现一些“增量增长”，这表明iPhone 15“正在催化一个超出华尔街预期的升级周期”，并补充道，今年iPhone的出货量应在2.25亿至2.3亿部之间。Ives在一份报告中写道：“虽然在中国市场的下滑一直是笼罩在苹果故事上的乌云，但...

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Ruosong
·02-13
我对苹果的人工智能还停留在siri阶段[捂脸]
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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果再获大行逆势唱好，AI将点燃苹果“下一个超级碗时刻”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 23:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1071642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush发表研报表示，最近对供应链的调查显示，苹果(AAPL.US)在中国的需求“明显稳定”。Wedbush分析师Dan Ives表示，iPhone今年很可能会出现一些“增量增长”，这表明iPhone 15“正在催化一个超出华尔街预期的升级周期”，并补充道，今年iPhone的出货量应在2.25亿至2.3亿部之间。Ives在一份报告中写道：“虽然在中国市场的下滑一直是笼罩在苹果故事上的乌云，但...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1071642.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","AAPL":"苹果","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A 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ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"http://www.zhitongcaijing.com/content/detail/1071642.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410984774","content_text":"Wedbush发表研报表示，最近对供应链的调查显示，苹果(AAPL.US)在中国的需求“明显稳定”。Wedbush分析师Dan Ives表示，iPhone今年很可能会出现一些“增量增长”，这表明iPhone 15“正在催化一个超出华尔街预期的升级周期”，并补充道，今年iPhone的出货量应在2.25亿至2.3亿部之间。Ives在一份报告中写道：“虽然在中国市场的下滑一直是笼罩在苹果故事上的乌云，但我们预计iPhone在中国农历新年期间将出现同比增长，因为苹果在中国大陆的一些促销活动和加强的营销活动非常成功。”虽然苹果在中国还面临竞争问题，但Ives补充道，很明显，“很少有消费者”离开苹果的生态系统，这增加了他的乐观立场。展望未来，Ives表示，苹果有多个主要的催化剂，包括该公司对生成式人工智能的推动，预计将在今年的开发者大会上得到巩固。Ives表示：“我们相信，‘苹果的超级碗时刻’将是库克和他的公司最终揭开苹果总部实验室正在研发的生成式人工智能技术的面纱，并于6月在WWDC向开发者和消费者介绍这项技术，随后我们预计iPhone 16将拥有独家的人工智能功能。”Ives补充道，随着苹果进一步进军服务领域，进一步推进生成式人工智能可能会为公司带来约50亿美元或更多的年化收入。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}