Apple Analyst Says 'Historic' Upgrade Cycle Will Push Valuation Past $4 Trillion As Cupertino Sets Date For AI-Enabled iPhone Launch
Apple Analyst Says 'Historic' Upgrade Cycle Will Push Valuation Past $4 Trillion As Cupertino Sets Date For AI-Enabled iPhone Launch
Close on the heels of Apple, Inc. (NASDAQ:AAPL) sending out invites for its Sept. 9 iPhone 16 launch event, an analyst at Wedbush maintained an Outperform rating and $285 price target for the stock.
在蘋果公司(納斯達克:AAPL)出席9月9日iPhone 16發佈會的邀請函剛發佈之際,Wedbush的一名分析師維持對該股票的超越市場預期的評級和285美元的目標價。
Biggest Upgrade Cycle: The launch of the artificial intelligence technology-enabled iPhone 16 in Apple Park will set in motion Apple's biggest upgrade cycle in history, said analyst Daniel Ives. "AI is on the doorstep," he said. "Our recent Asia checks are giving us more confidence this upgrade cycle will unleash a long-awaited renaissance of growth for Cupertino over the next year," he said.
分析師丹尼爾·艾夫斯表示,蘋果將推出在蘋果園推出的人工智能技術支持的iPhone 16,將引發蘋果歷史上最大的升級週期。他說:「人工智能即將到來。」他表示:「我們最近在亞洲的檢查使我們更有信心,這個升級週期將在未來一年爲庫比蒂諾帶來期待已久的增長復甦。」
Asia supply chain checks over the past few weeks showed that this iPhone upgrade cycle could be a historical one, setting the stage for a supercycle, Ives said.
在過去幾周的亞洲供應鏈檢查中,艾夫斯表示,這次iPhone的升級週期可能是歷史性的,爲超級週期鋪平了道路。
The analyst estimates initial iPhone 16 shipments to be over 90 million, ahead of the 80 million to 84 million the street is shooting for. The company can sell more than 240 million iPhones in 2025, as the AI-driven upgrade cycle takes hold, he said.
分析師估計,初始的iPhone 16發貨量將超過9000萬,超過了街頭預期的8000萬至8400萬。他說,隨着以人工智能爲驅動的升級週期的到來,該公司在2025年可以賣出24000萬部iPhone。
China, the analyst said, will be the "linchpin of growth," with the region expected to see improvement in growth following the iPhone 16 launch and heading into 2025.
分析師表示,中國將成爲增長的「關鍵」,預計在iPhone 16發佈後,該地區的增長將有所改善,並持續到2025年。
Gatekeeper Of Consumer AI: With Apple intelligence coming to iPhones, the Street will slowly recognize that Cupertino will be the gatekeeper of the consumer AI revolution, Ives said. The next step is developers and other technology stalwarts integrating their AI models/technology into Apple Intelligence, given the company holds the keys to the 2.2 billion iOS devices worldwide and 1.5 billion iPhones, he said.
艾夫斯表示,隨着蘋果智能技術進入iPhone,市場將逐漸認識到庫比蒂諾將成爲消費者人工智能革命的守門人。他說,下一步是開發人員和其他技術巨頭將他們的人工智能模型/技術整合到蘋果智能中,因爲該公司在全球22億iOS設備和15億iPhone上擁有關鍵。
"We expect developers over the next 6 to 12 months will build hundreds of generative AI-driven apps that will be key
ingredients in the recipe for success for Apple as its technology stack creates the core building blocks of the consumer AI tidal wave we see coming starting with iPhone 16," he added.
「我們預計在未來6到12個月內,開發人員將開發數百個由生成式人工智能驅動的應用程序,這些應用程序將是蘋果的成功秘訣,因爲其技術堆棧構建了消費者人工智能的核心組成部分,我們預計從iPhone 16開始。」他補充道。
「我們預計在未來6到12個月內,開發人員將開發數百個由生成式人工智能驅動的應用程序,這些應用程序將是蘋果的成功秘訣,因爲其技術堆棧構建了消費者人工智能的核心組成部分,我們預計從iPhone 16開始。」他補充道。
The analyst said he sees incremental high-margin revenue in the order of $10 billion annually for Apple. The monetization opportunities on both the services as well as iPhone/hardware front could add another $30-$40 per share, propelling Apple's market cap to over $4 trillion, according to the analyst.
分析師表示,他預計蘋果每年可以獲得約100億美元的增量高利潤收入。根據分析師的說法,服務和iPhone/硬件領域的變現機會可能每股增加另外30-40美元,推動蘋果的市值超過4萬億美元。
Maestri Passes Baton: Ives also commented on longtime CFO Luca Maestri's exit, with the veteran leaving the role on Jan. 1. He would lead the corporate service teams, including information systems/security and real estate/development and would report to CEO Tim Cook.
艾維斯還對老將首席財務官盧卡·馬埃斯特里的離職進行了評論,該資深人士將於1月1日離開這個職位。他將領導公司的服務團隊,包括信息系統/安全和房地產/發展,並向首席執行官蒂姆·庫克報告。
Kevan Parekh, an Apple finance/FP&A veteran of 11 years will take over as CFO.
蘋果財務/財務分析和計劃部門的資深人士凱文·帕雷赫將接任首席財務官。
Ives said he expects a very smooth transition as he takes the baton from Maestri. "Parekh is an Apple insider that has been trained for this role over the years and we expect a seamless CFO transition in Cupertino," he said.
艾維斯表示,他預計在接替馬埃斯特里的過程中會非常順利。「帕雷赫是蘋果內部人員,多年來一直接受着這個角色的培訓,我們預計庫比蒂諾的首席財務官認爲他們之間會有一個無縫的過渡。」 他說。
In premarket trading on Tuesday, Apple shares fell 0.52% to $226, according to Benzinga Pro data.
根據Benzinga Pro的數據,在週二的盤前交易中,蘋果股價下跌了0.52%,至226美元。
Check out more of Benzinga's Consumer Tech coverage by following this link.
請點擊此鏈接查看更多有關Benzinga的消費科技報道。
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