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 分析师丹尼尔·艾夫斯最喜欢的科技公司仍然是苹果公司（纳斯达克股票代码：AAPL）、微软公司（纳斯达克股票代码：MSFT）、Alphabet Inc（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOGL）、谷歌、帕洛阿尔托网络公司（纳斯达克股票代码：CRWD）、Palantir Technologies Inc（纽约证券交易所代码：PLTR）、Zscaler, Inc（纳斯达克股票代码：ZS）、CrowdStrike Holdings, Inc（纳斯达克股票代码：CRWD），和 MongoDB, Inc.（纳斯达克股票代码：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，这是过去30年来最重大的技术革命，人工智能是 “1995年时刻”，而基本的技术增长故事现在开始将这场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.
人工智能周期对消费者互联网的影响将是巨大的，它将从云服务部门、亚马逊公司（纳斯达克股票代码：AMZN）的AWS和Alphabet的GCP开始。
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 收购支持 AI 的芯片，构建支持 AI 的服务产品，并将这些服务出售到他们的现有基础上。他仍然喜欢亚马逊、Alphabet和Meta Platforms Inc（纳斯达克股票代码：META）作为他最喜欢的科技公司。
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.
苹果的说法迅速改变。一旦苹果的季度和指引尘埃落定，投资者将把注意力集中在疲软的iPad、Mac和FX上，转而看到iPhone销量再次增长，服务业恢复稳定的两位数增长。
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.
最后，“iPhone China消亡叙事” 是空头们虚构的精彩故事，这与现实相去甚远，因为中国大陆的潜在增长仍然强劲，也是核心iPhone系列的关键资产。
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.
艾夫斯关心iPhone的增长、服务收入、毛利率和中国iPhone的增长，这似乎比预期的要好得多，库克也发表了积极的轶事评论。
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.
苹果仍然是Ives的首选科技产品，强劲的iPhone 15升级周期将持续到一个强劲的假日季，这似乎是黑色星期五周末之后的良好开端。
Heading into 2024, Ives noted that the tech sector will likely accelerate spending around cloud and AI spending that the Street is significantly underestimating.
进入2024年，艾夫斯指出，科技行业可能会加速华尔街大大低估的云和人工智能支出。
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，新的科技牛市已经开始，科技股可能在2024年表现强劲，我们预计科技股明年将上涨20％以上，随着人工智能支出浪潮席卷整个科技行业的海岸，科技股将在大科技股的带动下上涨20％以上。