Apple Stock Is Surging Tuesday: What's Going On?
Apple Stock Is Surging Tuesday: What's Going On?
Apple Inc (NASDAQ:AAPL) shares are hitting new all-time highs on Tuesday after the stock was upgraded by DA Davidson following a series of announcements out of the company's Worldwide Developers Conference 2024.
苹果公司 (NASDAQ:AAPL) 股价在本周二再次创下历史新高，此前该公司在2024年全球开发者大会上发布了一系列公告后，DA Davidson分析师Gil Luria将该公司的评级从中立升级为买入，并将目标股价从200美元提高至230美元。分析师认为，周一WWDC发布的与人工智能相关的公告将推动iPhone的升级周期。
What To Know: DA Davidson analyst Gil Luria upgraded Apple from Neutral to Buy and raised the price target from $200 to $230 on Tuesday. The analyst believes the AI-related announcements out of WWDC on Monday will drive an iPhone upgrade cycle.
“我们认为，将摘要、改进搜索、多模态、文本生成和增强的照片编辑整合到现有生态系统中，将推动人工智能的广泛应用，远远超过我们迄今所看到的应用，” Luria在致客户的新短信中说道。
"We believe the integration of summarization, enhanced search, multi-modality, text generation, and enhanced photo editing into the existing ecosystem will drive much broader adoption of AI than we have seen to date," Luria said in a new note to clients.
分析师将苹果的人工智能公告与引入iTunes进行比较。数字音乐最初是通过Stand-alone平台（如Napster）访问的，而后苹果将数字音乐整合到现有的消费者应用程序中，通过iTunes进行访问。Luria表示，这最终成为许多人转向数字音乐的方式。分析师认为，苹果赢得了消费者的信任，这将使其能够以一种独立的聊天应用程序、个人电脑和Android设备所无法完全复制的方式交付深度集成的人工智能功能。
The analyst compared Apple's AI announcements to the introduction of iTunes. Digital music was initially accessed through standalone platforms like Napster before Apple integrated digital music into existing consumer applications via iTunes. That ended up being the way a lot of people transitioned to digital music, Luria said.
分析师认为，新引入的人工智能功能仅与iPhone 15 Pro型号及更高型号兼容，这将为苹果创造一个有利的情景，并可能引发比预期更早的升级周期。分析师补充道，上一次苹果出现股票表现超越市场的情况是iPhone 12的周期，该周期同样引入了5G技术并限制了向后兼容性。DA Davidson将2025财年的预期“轻松超过”共识，因为对今年强劲的iPhone升级周期有信心。
The analyst believes Apple has gained the trust of the consumer, which will allow it to deliver deeply integrated AI functionality in a way that standalone chat applications, PCs and Android devices "may not be able to fully replicate."
其他设备如独立的聊天应用程序、个人电脑和Android设备“可能无法完全复制”苹果获得消费者信任的模式，分析师相信苹果已经赢得了消费者的信任，这将使其能够以深度集成的方式交付人工智能功能。
The newly introduced AI functionality will only be compatible with iPhone 15 Pro models and beyond, which creates a favorable scenario for Apple that could spark an earlier-than-expected upgrade cycle, the analyst said, adding that the last time Apple stock outperformed was the iPhone 12 cycle, which similarly introduced 5G capabilities and limited backward compatibility.
多边的人工智能功能的引入只与iPhone 15 Pro及更高型号兼容，这为苹果创造了一个有利的情景，可能会激发比预期更早的升级周期。分析师补充道，上一次苹果出现的股票表现超越市场的情况是iPhone 12的周期，该周期引入了5G技术并限制了向后兼容性。
DA Davidson raised its fiscal-year 2025 estimates "comfortably above consensus" on expectations for a strong iPhone upgrade cycle this year.
DA Davidson将2025财年的预期“轻松超过”共识，因为对今年强劲的iPhone升级周期有信心。
Several other analysts weighed in on Apple following the announcements out of WWDC on Monday:
周一WWDC的公告后，其他几位分析师也对苹果发表了观点：
Needham analyst Laura Martin reiterated Apple with a Buy and maintained a price target of $220.
Needham分析师Laura Martin重申苹果的买入评级，并保持220美元的价格目标。
JPMorgan analyst Samik Chatterjee reiterated Apple with an Overweight and maintained a price target of $225.
JPMorgan分析师Samik Chatterjee重申苹果的超配评级，并保持225美元的价格目标。
Rosenblatt analyst Barton Crockett reiterated Apple with a Neutral and maintained a price target of $196.
Rosenblatt分析师Barton Crockett重申苹果的中立评级，并保持196美元的价格目标。
Morgan Stanley analyst Erik Woodring maintained Apple with an Overweight and maintained a price target of $216.
大摩资源LOF分析师Erik Woodring保持苹果的超配评级，并保持216美元的价格目标。
UBS analyst David Vogt maintained Apple with a Neutral and maintained a price target of $190.
巴克莱银行分析师Tim Long重申苹果的跑输市场评级，并保持164美元的价格目标。
Barclays analyst Tim Long reiterated Apple with an Underweight and maintained a price target of $164.
AAPL走势：根据Benzinga Pro数据，苹果股票在发稿时上涨5.29%，报203.36美元。