BofA Sees 'AI With Context And Privacy' As Apple's Key To Growth
BofA Sees 'AI With Context And Privacy' As Apple's Key To Growth
BofA Securities updated its deep-dive on Apple Services segment following Apple, Inc.'s (NASDAQ:AAPL) recent announcements at its WWDC event to integrate artificial intelligence (AI) into its operating systems.
BofA Securities在苹果公司（NASDAQ：AAPL）最近的WWDC活动中更新了有关苹果服务业务的深入研究，以将人工智能（AI）整合到其操作系统中。
The Details: BofA sees the new Apple Intelligence features and AI integrations driving Apple's Services revenue 14% higher year-over-year and in-turn pushing the company's overall margin higher in 2024.
细节：BofA认为新的苹果智能功能和AI整合将推动苹果的服务收入同比增长14％，并在2024年提高公司的整体利润率。
BofA said it expects third-party developer access to AI features including Siri to drive significant growth through innovation.
BofA称，它预计第三方开发者可访问的包括Siri在内的AI功能将通过创新推动实现显着增长。
"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time with increased productivity, higher priced Apps, increased subscription and payments from partners," BofA wrote in the research note.
“我们认为具有上下文和隐私的对话式人工智能是随着时间推移在商业化苹果设备上所装置的基地实现的关键，具有更高的生产力，更高价格的应用程序和来自合作伙伴的增加的订阅和支付。”BofA在研究报告中写道。
The research firm also sees App Store revenues growing in the mid-to-high single digits through 2026 despite uncertainty surrounding potential impacts from EU DMA regulation.
尽管存在欧盟DMA法规的潜在影响的不确定性，但研究公司还预计App Store的收入将在2026年以中高个位数增长。
According to data from Benzinga Pro, Apple shares have gained more than 12% over the past month as the stock as benefits from the company's debut of Apple Intelligence and other AI integration plans.
据Benzinga Pro的数据显示，由于苹果推出了Apple Intelligence和其他AI整合计划，苹果股价在过去一个月中上涨了超过12％。
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相关资讯：Snap股票出现了什么情况？
AAPL Price Action: According to Benzinga Pro, Apple shares are up 2.48% at $214.25 at the time of publication Wednesday.
AAPL股价行为：根据Benzinga Pro的数据显示，时至周三发表论述时，苹果股票的涨幅为2.48％，股价为214.25美元。
Image: Shutterstock
图片：shutterstock