$Apple (AAPL.US)$ Now I understand the logic behind this ris...
$Apple(AAPL.US$ Now I understand the logic behind this rise.
1. AI wasn't priced in Apple's stock price before, and investors finally saw an opportunity for Apple to join the AI carnival. This should be the immediate reason.
2. At a deep level, AI has opened up a new revenue growth point for Apple this time, and the increase in Apple's cost is insignificant compared to other companies that need to buy chips on a large scale. In the agreement between Apple and Open AI, Apple did not pay a penny; it can be said that it is free to use Open AI's API. This is amazing. Other companies need to pay to use the API. Apple is free to use, and it can also make money later, and it is also deducted from the user's monthly fee as the entrance fee for the AI provider. It is said that Google will also join. In this way, Open AI competes with Google, and Apple benefits from fishermen. Similar to the Safari search engine recommendations, Google still has to pay the top fee to Apple. In other words, the bargaining power that Apple enjoys when it has high-quality customers.
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102710538 : Did you only come to a conclusion after seeing the sharp rise in stock prices in the past two days? If it falls, you won't think about this
70844859 OP 102710538 : At first, I didn't see any news that Apple could use GPT for free; I thought I would have to pay to increase operating costs. However, now it seems that Apple is a no-cost transaction. Currently, there is definitely no direct revenue, but compared to other players, there are almost no costs, and it also guarantees future revenue, so it's not unusual for Apple to see a sharp rise.
aoimizu : I'm optimistic that Apple can optimize the AI user experience. Currently, AI from big manufacturers is not very easy to use...