Can Apple's iPhone 15 Spark a Tech Rally? Analyst Eyes China Growth
Can Apple's iPhone 15 Spark a Tech Rally? Analyst Eyes China Growth
Wedbush analyst Daniel Ives' favorite tech names remain Apple Inc (NASDAQ: AAPL), Microsoft Corp (NASDAQ: MSFT), Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google, Palo Alto Networks, Inc (NASDAQ: PANW), Palantir Technologies Inc (NYSE: PLTR), Zscaler, Inc (NASDAQ: ZS), CrowdStrike Holdings, Inc (NASDAQ: CRWD), and MongoDB, Inc (NASDAQ: MDB).
Wedbush 分析師丹尼爾·艾夫斯最喜歡的科技公司仍然是蘋果公司（納斯達克股票代碼：AAPL）、微軟公司（納斯達克股票代碼：MSFT）、Alphabet Inc（納斯達克股票代碼：GOOGL）（納斯達克股票代碼：GOOGL）、谷歌、帕洛阿爾託網絡公司（納斯達克股票代碼：CRWD）、Palantir Technologies Inc（紐約證券交易所代碼：PLTR）、Zscaler, Inc（納斯達克股票代碼：ZS）、CrowdStrike Holdings, Inc（納斯達克股票代碼：CRWD），和 MongoDB, Inc.（納斯達克股票代碼：MDB）。
Ives noted that this is the most significant technology revolution in the last 30 years, with AI a "1995 Moment," and the fundamental tech growth stories are now starting to see the derivatives of this AI Revolution into 2024.
艾夫斯指出，這是過去30年來最重大的技術革命，人工智能是 “1995年時刻”，而基本的技術增長故事現在開始將這場人工智能革命的衍生品推向2024年。
The impact of the AI cycle on consumer Internet will be massive, and it will start with the cloud service divisions, Amazon.Com Inc's (NASDAQ: AMZN) AWS and Alphabet's GCP.
人工智能週期對消費者互聯網的影響將是巨大的，它將從雲服務部門、亞馬遜公司（納斯達克股票代碼：AMZN）的AWS和Alphabet的GCP開始。
AWS and GCP acquire AI-capable chips, build AI-capable service offerings, and sell those services into their installed bases. He continues to like Amazon, Alphabet, and Meta Platforms Inc (NASDAQ: META) as his favorite tech plays.
AWS 和 GCP 收購支持 AI 的芯片，構建支持 AI 的服務產品，並將這些服務出售到他們的現有基礎上。他仍然喜歡亞馬遜、Alphabet和Meta Platforms Inc（納斯達克股票代碼：META）作爲他最喜歡的科技公司。
Apple's narrative quickly changing. Once the dust cleared from Apple's quarter and guidance, investors would focus through the noise around weak iPads, Macs, and FX and instead see iPhone units growing again, with Services back to steady double-digit growth.
蘋果的說法迅速改變。一旦蘋果的季度和指引塵埃落定，投資者將把注意力集中在疲軟的iPad、Mac和FX上，轉而看到iPhone銷量再次增長，服務業恢復穩定的兩位數增長。
Finally, the "iPhone China demise narrative" was a great fictional story by the bears, which is far from reality as underlying mainland China's growth remains strong and a key asset for the core iPhone franchise.
最後，“iPhone China消亡敘事” 是空頭們虛構的精彩故事，這與現實相去甚遠，因爲中國大陸的潛在增長仍然強勁，也是核心iPhone系列的關鍵資產。
Ives cares about iPhone growth, Services revenue, gross margins, and China iPhone growth, which appears much better than feared, along with positive anecdotal commentary from Cook.
艾夫斯關心iPhone的增長、服務收入、毛利率和中國iPhone的增長，這似乎比預期的要好得多，庫克也發表了積極的軼事評論。
Apple remains Ives' top tech pick with a strong iPhone 15 upgrade cycle playing out into a strong holiday season, which appears to be a good start post-Black Friday weekend.
蘋果仍然是Ives的首選科技產品，強勁的iPhone 15升級週期將持續到一個強勁的假日季，這似乎是黑色星期五週末之後的良好開端。
Heading into 2024, Ives noted that the tech sector will likely accelerate spending around cloud and AI spending that the Street is significantly underestimating.
進入2024年，艾夫斯指出，科技行業可能會加速華爾街大大低估的雲和人工智能支出。
Ives noted that the new tech bull market has begun, and tech stocks are likely for a strong 2024 with tech stocks we expect to be up 20%+ over the next year, led by Big Tech as the AI spending tidal wave hits the shores of the broader tech sector.
艾夫斯指出，新的科技牛市已經開始，科技股可能在2024年表現強勁，我們預計科技股明年將上漲20％以上，隨着人工智能支出浪潮席捲整個科技行業的海岸，科技股將在大科技股的帶動下上漲20％以上。