Apple To Gain Market Share With AI Smartphone, Says Bullish Analyst: 'Skate To Where The AI Puck Is Going'
Apple To Gain Market Share With AI Smartphone, Says Bullish Analyst: 'Skate To Where The AI Puck Is Going'
Technology giant Apple Inc (NASDAQ:AAPL) is being upgraded by a Street analyst Wednesday on the heels of its artificial intelligence initiatives shown off at the company's Worldwide Developers Conference earlier this month.
科技巨头苹果公司（纳斯达克：AAPL）星期三受到街头分析师的升级，此前该公司在本月早些时候举行的全球开发者大会上展示了其人工智能计划。
The Apple Analyst: Rosenblatt analyst Barton Crockett upgraded shares of Apple from Neutral to Buy and raised the price target from $196 to $260.
苹果分析师：罗森布拉特分析师巴顿·克罗克特将苹果股票的评级由中立升级至买入，并将价格目标从196美元提高至260美元。
Related Link: 7 Apple Analysts Mixed On WWDC 2024: iPhone Upgrade Cycle Coming, But When?
相关链接：7位苹果分析师对2024年全球开发者大会毫无头绪：iPhone更新周期到了，但何时？
The Apple Takeaways: Apple could see a market share lift after unveiling its Apple Intelligence software with a focus on privacy, Crockett said in a new investor note.
苹果要点：克罗克特在一份新的投资者报告中表示，苹果智能软件在隐私方面的重点将带来市场份额的提升。
The privacy focus of Apple Intelligence is unmatched by Android, which is owned by Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), the analyst said.
该分析师表示，苹果智能软件在隐私方面的重点是其他拥有谷歌（纳斯达克：GOOG)（纳斯达克：GOOGL）的Android无法匹敌的。
"Strong privacy is by far the top feature consumers want in AI, based on our recent US survey," he said.
他表示：“根据我们最近进行的美国调查，强大的隐私数据无疑是消费者在人工智能方面最想要的顶级功能。
The privacy concerns could tip the AI risk-reward in Apple's favor, Crockett said.
克罗克特表示，隐私方面的担忧可能会使苹果在AI风险回报方面占据优势。
A survey of over 500 consumers saw 17.8% list strong privacy as the top feature they wanted in an AI smartphone, according to Rosenblatt. Insight — questions answered by AI — ranked second at 12.2%.
根据罗森布拉特的数据，对超过500名消费者进行的调查显示，17.8%的人将强大的隐私保护作为他们在智能手机上最想要的顶级功能，排在第二位的是AI分析功能，为12.2%。智能手机面临的隐私问题很严峻，苹果似乎从出发点就从隐私方面入手，定位良好，在智能手机市场中获得品牌互动和市场份额。
"Apple appears positioned to gain brand interest and AI market share from its out-of-the-gate focus on strong privacy."
他表示：“苹果似乎在强大的隐私方面占据了有利位置，从而获得了品牌利益和AI市场份额。”
Apple's focus on specialized large language models and Apple silicon processors could help the company with cost pressures and standing out from competitors, the analyst said.
该分析师表示，苹果公司专注于专业的大型自然语言处理模型和Apple silicon的处理器，这将有助于该公司应对成本压力，并脱颖而出，以获得更好的竞争优势。
"So Apple can have its cake (healthy margins) and eat it too."
他说：“因此，苹果既可以保持良好的利润率，又可以拥有全新的一片市场。”
Consumers do not currently expect to accelerate their purchases of AI smartphones, but that could change with new features, he said.
他表示，消费者目前并不指望加快购买AI智能手机，但随着新功能的推出，情况可能会发生改变。
"The puck is moving towards greater AI interest, we believe. We'd rather step up with a Wayne Gretzky-esque skate to where the AI puck is going, than stand in place and watch the AI puck pass us by."
他说：“我们相信，冰球正在朝着更多的AI兴趣发展。我们宁愿步入菲尔（韦恩·格雷茨基）式的步伐，跟随AI的发展方向，而不是站在原地，看着AI的兴起擦肩而过。”
The analyst compared the launch of AI smartphones from Apple to the iPhone 12, which brought a 39% pop in iPhone sales in 2021, possibly due to the transition to 5G devices.
分析师将苹果推出AI智能手机与iPhone 12的推出进行了比较，iPhone 12在2021年实现了39%的销售增长，可能与向5G设备的转型有关。
"In a new era of AI optionality, with Apple exhibiting cost-disciplined leadership, we believe Apple can sustain a valuation premium, and that the shares can rise with an iPhone AI cycle earnings lift."
“在人工智能的新时代，苹果展示了精打细算的领导能力，我们相信苹果可以维持估值溢价，股票可以在iPhone人工智能周期收益提升的推动下上涨。”
AAPL Price Action: Apple shares are up 1.36% to $211.91 on Wednesday versus a 52-week trading range of $164.08 to $220.20. Apple stock is up 13% over the last year.
AAPL价格走势：苹果股价于星期三上涨1.36%，报211.91美元，52周交易范围为164.08美元至220.20美元。近一年来，苹果股价上涨了13%。