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.
蘋果公司 (NASDAQ:AAPL) 股價在本週二再次創下歷史新高，此前該公司在2024年全球開發者大會上發佈了一系列公告後，DA Davidson分析師Gil Luria將該公司的評級從中立升級爲買入，並將目標股價從200美元提高至230美元。分析師認爲，週一WWDC發佈的與人工智能相關的公告將推動iPhone的升級週期。
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.
“我們認爲，將摘要、改進搜索、多模態、文本生成和增強的照片編輯整合到現有生態系統中，將推動人工智能的廣泛應用，遠遠超過我們迄今所看到的應用，” Luria在致客戶的新短信中說道。
"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.
分析師將蘋果的人工智能公告與引入iTunes進行比較。數字音樂最初是通過Stand-alone平台（如Napster）訪問的，而後蘋果將數字音樂整合到現有的消費者應用程序中，通過iTunes進行訪問。Luria表示，這最終成爲許多人轉向數字音樂的方式。分析師認爲，蘋果贏得了消費者的信任，這將使其能夠以一種獨立的聊天應用程序、個人電腦和Android設備所無法完全複製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.
分析師認爲，新引入的人工智能功能僅與iPhone 15 Pro型號及更高型號兼容，這將爲蘋果創造一個有利的情景，並可能引發比預期更早的升級週期。分析師補充道，上一次蘋果出現股票表現超越市場的情況是iPhone 12的週期，該週期同樣引入了5G技術並限制了向後兼容性。DA Davidson將2025財年的預期“輕鬆超過”共識，因爲對今年強勁的iPhone升級週期有信心。
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."
其他設備如獨立的聊天應用程序、個人電腦和Android設備“可能無法完全複製”蘋果獲得消費者信任的模式，分析師相信蘋果已經贏得了消費者的信任，這將使其能夠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.
多邊的人工智能功能的引入只與iPhone 15 Pro及更高型號兼容，這爲蘋果創造了一個有利的情景，可能會激發比預期更早的升級週期。分析師補充道，上一次蘋果出現的股票表現超越市場的情況是iPhone 12的週期，該週期引入了5G技術並限制了向後兼容性。
DA Davidson raised its fiscal-year 2025 estimates "comfortably above consensus" on expectations for a strong iPhone upgrade cycle this year.
DA Davidson將2025財年的預期“輕鬆超過”共識，因爲對今年強勁的iPhone升級週期有信心。
Several other analysts weighed in on Apple following the announcements out of WWDC on Monday:
週一WWDC的公告後，其他幾位分析師也對蘋果發表了觀點：
Needham analyst Laura Martin reiterated Apple with a Buy and maintained a price target of $220.
Needham分析師Laura Martin重申蘋果的買入評級，並保持220美元的價格目標。
JPMorgan analyst Samik Chatterjee reiterated Apple with an Overweight and maintained a price target of $225.
JPMorgan分析師Samik Chatterjee重申蘋果的超配評級，並保持225美元的價格目標。
Rosenblatt analyst Barton Crockett reiterated Apple with a Neutral and maintained a price target of $196.
Rosenblatt分析師Barton Crockett重申蘋果的中立評級，並保持196美元的價格目標。
Morgan Stanley analyst Erik Woodring maintained Apple with an Overweight and maintained a price target of $216.
大摩資源LOF分析師Erik Woodring保持蘋果的超配評級，並保持216美元的價格目標。
UBS analyst David Vogt maintained Apple with a Neutral and maintained a price target of $190.
巴克萊銀行分析師Tim Long重申蘋果的跑輸市場評級，並保持164美元的價格目標。
Barclays analyst Tim Long reiterated Apple with an Underweight and maintained a price target of $164.
AAPL走勢：根據Benzinga Pro數據，蘋果股票在發稿時上漲5.29%，報203.36美元。