'Big Short' Fame Investor Picks Nvidia And AMD As Most Obvious AI Investment Opportunities, But Thinks Apple Is 'Hidden' Play
'Big Short' Fame Investor Picks Nvidia And AMD As Most Obvious AI Investment Opportunities, But Thinks Apple Is 'Hidden' Play
Apple Inc. (NASDAQ:AAPL) has been identified as a major player in the artificial intelligence market by renowned investor Steve Eisman of "The Big Short" fame. He believes that Apple's AI strategy will lead to substantial gains.
苹果公司（纳斯达克股票代码：AAPL）被 “大空头” 成名的著名投资者史蒂夫·艾斯曼确定为人工智能市场的主要参与者。他认为，苹果的人工智能战略将带来可观的收益。
What Happened: Eisman, who now serves as a senior portfolio manager at Neuberger Berman, expressed his views on Apple's AI potential during a recent CNBC "Fast Money" segment.
发生了什么：现任诺伊伯格·伯曼高级投资组合经理的艾斯曼在最近的CNBC “快钱” 栏目中表达了对苹果人工智能潜力的看法。
"I think Apple is actually the hidden AI play," Eisman said.
艾斯曼说：“我认为苹果实际上是隐藏的人工智能游戏。”
He highlighted Apple's AI strategy as a key factor that could drive significant growth for the company, just a day before NVIDIA Corp's (NASDAQ:NVDA) fiscal first-quarter results were due.
就在英伟达公司（纳斯达克股票代码：NVDA）公布第一财季业绩的前一天，他强调苹果的人工智能战略是可能推动公司显著增长的关键因素。
Eisman, known for his successful bet against the housing market before the 2008 financial crisis, sees Apple as a major beneficiary of the AI boom. He mentioned Nvidia, Advanced Micro Devices (NASDAQ:AMD), and cloud companies with extensive databases as the most obvious AI investment opportunities.
艾斯曼以在2008年金融危机之前成功押注房地产市场而闻名，他认为苹果是人工智能繁荣的主要受益者。他提到，Nvidia、Advanced Micro Devices（纳斯达克股票代码：AMD）和拥有大量数据库的云公司是最明显的人工智能投资机会。
However, he believes that Apple, often overlooked in AI discussions, could be the biggest beneficiary when AI-driven apps become mainstream.
但是，他认为，当人工智能驱动的应用程序成为主流时，在人工智能讨论中经常被忽视的苹果可能是最大的受益者。
He pointed out that Apple's entire product line could see a significant refresh once AI-driven apps become available. This could lead to a surge in demand for Apple's devices, including iPhones, iPads, and laptops.
他指出，一旦人工智能驱动的应用程序问世，苹果的整个产品线可能会出现重大更新。这可能会导致对苹果设备的需求激增，包括iPhone、iPad和笔记本电脑。
"When the apps show up the biggest probably beneficiary is going to be Apple because they're going to have a refresh of literally everything that they sell," Eisman said.
艾斯曼说：“当这些应用程序出现时，最大的可能受益者将是苹果，因为他们将更新所有出售的产品。”
Eisman also emphasized the need for patience, as the development of AI-driven apps will take time, but once they are available, a significant refresh cycle is expected.
艾斯曼还强调需要耐心，因为人工智能驱动的应用程序的开发需要时间，但是一旦问世，预计会有一个重要的更新周期。
Why It Matters: Apple's AI strategy has been a topic of interest in recent discussions. Analysts have highlighted the potential for AI advancements to drive higher institutional ownership of Apple's iPhone, with a 23.5% upside.
为何重要：苹果的人工智能战略一直是最近讨论的热门话题。分析师强调，人工智能的进步有可能推动苹果iPhone的机构所有权增加，上涨幅度为23.5％。
This comes on the heels of Apple's unveiling of a new AI model that outperformed OpenAI's GPT-4, despite being lighter and faster.
在此之前，苹果推出了一种新的人工智能模型，尽管它更轻、更快，但其表现仍优于OpenAI的 GPT-4。
However, Apple is also facing challenges in the AI space, with competitors such as OpenAI and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) continuing to make strides.
但是，苹果在人工智能领域也面临挑战，OpenAI和Alphabet Inc.（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG）等竞争对手继续取得长足的进步。
Apple's AI strategy is seen as a key factor in its potential "renaissance of growth," with a potential partnership with OpenAI being highlighted as a crucial event for the company. The upcoming WWDC is expected to be a key moment for Apple, with its AI reveal being touted as the most important event for the company in the last decade.
苹果的人工智能战略被视为其潜在 “增长复兴” 的关键因素，与OpenAI的潜在合作伙伴关系被视为该公司的关键事件。预计即将到来的WWDC将是苹果的关键时刻，其AI发布被吹捧为该公司在过去十年中最重要的事件。
Image Via Shutterstock
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译文内容由第三方软件翻译。