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.
在苹果公司(纳斯达克:AAPL)出席9月9日iPhone 16发布会的邀请函刚发布之际,Wedbush的一名分析师维持对该股票的超越市场预期的评级和285美元的目标价。
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.
分析师丹尼尔·艾夫斯表示,苹果将推出在苹果园推出的人工智能技术支持的iPhone 16,将引发苹果历史上最大的升级周期。他说:“人工智能即将到来。”他表示:“我们最近在亚洲的检查使我们更有信心,这个升级周期将在未来一年为库比蒂诺带来期待已久的增长复苏。”
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.
在过去几周的亚洲供应链检查中,艾夫斯表示,这次iPhone的升级周期可能是历史性的,为超级周期铺平了道路。
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.
分析师估计,初始的iPhone 16发货量将超过9000万,超过了街头预期的8000万至8400万。他说,随着以人工智能为驱动的升级周期的到来,该公司在2025年可以卖出24000万部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.
分析师表示,中国将成为增长的“关键”,预计在iPhone 16发布后,该地区的增长将有所改善,并持续到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,随着苹果智能技术进入iPhone,市场将逐渐认识到库比蒂诺将成为消费者人工智能革命的守门人。他说,下一步是开发人员和其他技术巨头将他们的人工智能模型/技术整合到苹果智能中,因为该公司在全球22亿iOS设备和15亿iPhone上拥有关键。
"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.
“我们预计在未来6到12个月内,开发人员将开发数百个由生成式人工智能驱动的应用程序,这些应用程序将是苹果的成功秘诀,因为其技术堆栈构建了消费者人工智能的核心组成部分,我们预计从iPhone 16开始。”他补充道。
“我们预计在未来6到12个月内,开发人员将开发数百个由生成式人工智能驱动的应用程序,这些应用程序将是苹果的成功秘诀,因为其技术堆栈构建了消费者人工智能的核心组成部分,我们预计从iPhone 16开始。”他补充道。
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.
分析师表示,他预计苹果每年可以获得约100亿美元的增量高利润收入。根据分析师的说法,服务和iPhone/硬件领域的变现机会可能每股增加另外30-40美元,推动苹果的市值超过4万亿美元。
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.
艾维斯还对老将首席财务官卢卡·马埃斯特里的离职进行了评论,该资深人士将于1月1日离开这个职位。他将领导公司的服务团队,包括信息系统/安全和房地产/发展,并向首席执行官蒂姆·库克报告。
Kevan Parekh, an Apple finance/FP&A veteran of 11 years will take over as CFO.
苹果财务/财务分析和计划部门的资深人士凯文·帕雷赫将接任首席财务官。
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.
艾维斯表示,他预计在接替马埃斯特里的过程中会非常顺利。“帕雷赫是苹果内部人员,多年来一直接受着这个角色的培训,我们预计库比蒂诺的首席财务官认为他们之间会有一个无缝的过渡。” 他说。
In premarket trading on Tuesday, Apple shares fell 0.52% to $226, according to Benzinga Pro data.
根据Benzinga Pro的数据,在周二的盘前交易中,苹果股价下跌了0.52%,至226美元。
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