Apple's AI New Chapter: Opportunities, Challenges, and Market Expectations
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In the wave of technology, Apple has always been at the forefront, leading the industry trends. With the release of the new generation iPhone approaching, the market is full of expectations for Apple's breakthrough in the field of artificial intelligence.
However, behind this wave of excitement, we can't help but ask: Can Apple's "turnaround battle" really be fought as scheduled?
First, let's talk about the hype aroundartificial intelligence.Currently, Wall Street's enthusiasm for AI is waning, with tech giants showing stock price corrections during earnings season, reflecting the market's realization that commercializing AI takes time. Even the highly anticipated new generation iPhone from Apple faces uncertainties in the commercial prospects of its AI features.
Next, let's look at Apple's stock price.Currently, Apple's forward P/E ratio is as high as 34 times, much higher than Google and Meta. Behind this high valuation, the market's expectations for Apple are evident. However, if the commercial effects of AI tools fall short of expectations, the high valuation could become a burden on Apple's stock price. Investors need to be cautious as high valuation often implies high risk.
Now, let's examine Apple's revenue structure.Over the past few quarters, Apple's service revenue has continued to grow, while the sales costs of the service department have not increased in sync, undoubtedly increasing Apple's gross margin. However, income from licensing from Google and commissions from the app store, which Apple receives, is facing regulatory pressure. The uncertainty of these revenue sources may pose a challenge to Apple's future profitability.
Lastly, we cannot overlook Apple's brand loyalty, which has always been its greatest asset.If the new generation iPhone meets market expectations, Apple's brand loyalty may translate into actual sales growth. However, if the new iPhone fails to meet expectations, the market may take a pessimistic view of Apple's prospects, undoubtedly putting pressure on stock prices.
In conclusion, Apple's AI new chapter presents both opportunities and challenges. The market has high expectations for Apple, but high expectations often come with high risks. When chasing Apple's AI dreams, investors need to maintain a clear mind, analyze market dynamics rationally, and carefully assess investment risks.
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Phervil : Forefront?
they have been doing the same device for 5 years in a row… and now they are taking AI from chatgpt not creating or developing their own… at least do a little research before saying such fanboys sentences