苹果、英伟达和微软,谁将首次实现4000亿美元市值?顶尖分析师为Tim Cook的公司提出看涨论点,预测潜在的2.7亿部iPhone升级。

来源: 香港文汇网
2024-06-12 23:48:05

强奸乱伦片免费观看僕は笑いはしなかったけれどあやうく椅子から転げ落ちそうになった。「紳士ってあの紳士ですか」  据英国《卫报》1月2日报道,一项覆盖2061名英国成年人的调查显示,有16%的受访者因为难以预约到全科医生,而不得不“给自己看病”或找非专业人员进行治疗。该调查还发现,有11%的英国人不得不支付私人医疗的费用,这个调查结果与英国国家统计局的数据一致,即不少英国人只能请私人医生,这说明英国患者越来越难以获得国家公共医疗服务。RGCj3-zZvXMbSmcxq2ocjJhsi9X3-苹果、英伟达和微软,谁将首次实现4000亿美元市值?顶尖分析师为Tim Cook的公司提出看涨论点,预测潜在的2.7亿部iPhone升级。

Apple Inc.'s (NASDAQ:AAPL) long-awaited unveiling of its AI strategy at the Worldwide Developers Conference (WWDC) 2024 has Wedbush's Dan Ives excited.

What Happened: The "AI Revolution" has finally arrived in Cupertino, according to Ives after Apple laid out its AI strategy at WWDC 2024.

The news was initially met with a delayed but positive reaction from investors, who are now beginning to grasp the potential impact of this move on the consumer market.

Ives believes Apple's AI strategy is expected to trigger a significant upgrade cycle for the company, with an estimated 270 million iPhones in the global installed base not having been upgraded for over four years.

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Additionally, the development of AI-based apps on Apple's platform is predicted to create a new AI App Store, fundamentally changing how consumers interact with generative AI while creating a new revenue stream for Apple.

Ives reiterated his belief that Apple's massive consumer base gives it a unique advantage to capitalize on the AI Revolution.

A Day After Shutting Down Tesla Phone Rumors, Elon Musk Says It Is 'Not Out Of The Question'

Looking ahead, Ives thinks that the race to a $4 trillion market capitalization in the tech industry is expected to intensify, with Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT), and Apple taking the lead.

Ives likened Nvidia's GPU chips to gold or oil but noted that Apple's AI announcements will trigger a "long-awaited super cycle in Cupertino" with 270 million iPhones that haven't been upgraded in the last four years being the prime candidates for an upgrade now.

Why It Matters: The AI features unveiled by Apple at WWDC 2024 have been predicted to drive growth beyond current estimates by Gene Munster, the managing partner at Deepwater Asset Management. Munster suggested that these features could prompt Apple's user base to upgrade their hardware more frequently, potentially exceeding estimates over the next few years.

Ives also praised Apple's venture into AI, calling it a game-changer. He believes that the company's announcements related to ChatGPT-parent OpenAI and privacy, among others, have set a strong foundation for developers.

However, not all analysts are convinced. Despite lauding Apple's AI and ecosystem integration advancements, analyst Ming-Chi Kuo indicated that investors are seeking more substantial developments.

Price Action: Apple shares surged to a record-high on Wednesday after DA Davidson upgraded the stock, following a series of announcements at WWDC. Apple's shares were trading 3.14% higher at the time of writing, at $214.18, according to Benzinga Pro.

Check out more of Benzinga's Consumer Tech coverage by following this link.

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

Photo courtesy: Apple

  本报记者 李灵娜

  他提出,基层医院必须积极开展“就地救治”,基层医院应当具备提供基本的氧疗、小剂量激素、俯卧位通气治疗的能力,这将为新冠疫情分级诊疗打下好的基础,避免医疗资源挤兑,使得高级别医院能及时收治危重症病人,或者即使在上级医院被挤兑的情况下,病人也能回到基层医院解决问题。

  据白宫记者团透露,结束休假后于当天回到白宫的拜登,在走下直升机后前往白宫的路上回答记者有关“目前是否正同韩国讨论共同进行核演习”的提问时,予以了否认。

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