Cramer 'Glad' Apple Has Higher Price Point For Vision Pro As Headset Becomes Hit With Fortune 100 Companies: 'Never A Bust.. Will Be Bigger'
Cramer 'Glad' Apple Has Higher Price Point For Vision Pro As Headset Becomes Hit With Fortune 100 Companies: 'Never A Bust.. Will Be Bigger'
Apple, Inc. (NASDAQ:AAPL) CEO Tim Cook's commentary about the company's pricier Vision Pro product on the earnings call has left none other than CNBC Mad Money host Jim Cramer impressed.
苹果公司（纳斯达克股票代码：AAPL）首席执行官蒂姆·库克在财报电话会议上对该公司价格更高的Vision Pro产品的评论给其他人留下了深刻的印象，这给其他人留下了深刻的印象。
What Happened: "The Vision Pro was never a bust" but "it will be bigger as a B-to-B than consumer product initially," said Cramer in a post on X following Apple's earnings call.
发生了什么：克莱默在苹果财报电话会议后在X上发表的一篇文章中说：“Vision Pro从未破产”，但是 “作为B-toB，它最初将比消费品更大。”
The latest hardware from Apple's stable has great use cases that it might always be bigger, the stock picker said. "Glad they have a high price point," he added.
这位选股者说，苹果稳定版的最新硬件有很好的用例，可能总是更大。他补充说：“很高兴他们的价格很高。”
The ViisionPro was never a bust. It will be bigger as a B-to-B than consumer product initially and the uses cases are so great it might always be bigger... Glad they have a high price point
— Jim Cramer (@jimcramer) May 2, 2024
ViisionPro 从未破产。作为B-toB，它最初会比消费类产品更大，而且用例非常好，可能总是更大...很高兴他们的价位很高
— 吉姆·克莱默 (@jimcramer) 2024 年 5 月 2 日
In his introductory remark on the earnings call, Cook said, "It has been so wonderful to hear from people who now get to experience the magic of spatial computing. They describe the impossible becoming possible right before their eyes and they share amazement and emotions about what they can do now."
库克在财报电话会议上的介绍性发言中说：“听到现在可以体验空间计算魔力的人的来信真是太棒了。他们在眼前描述了不可能变为可能，他们对现在能做的事情感到惊讶和激动。”
He noted that the product generated enthusiasm from the enterprise market. More than half of the Fortune 100 companies have already bought Apple Vision Pro units and are exploring innovative ways to do things that weren't possible before, he said.
他指出，该产品激发了企业市场的热情。他说，超过一半的财富100强公司已经购买了Apple Vision Pro设备，并正在探索创新的方法来做以前不可能的事情。
Cramer also referred back to Nvidia CEO Jensen Huang's keynote in which he talked about using the Omniverse with the VisionPro. "You will know how big this thing can be for Apple! Enough with the dead ones on Ebay!!" he added.
克莱默还提到了英伟达首席执行官黄延森的主题演讲，他在主题演讲中谈到了在VisionPro上使用Omniverse。“你会知道这件事对苹果来说有多大！Ebay 上的死人已经够了！！”他补充说。
Why It's Important: Vision Pro, which was made available in the U.S. in early February, hasn't taken off in a big way, given its pricier nature, limited battery life, unwieldy design and lack of any killer app. It debuted with a starting price of $3,500.
为何重要：Vision Pro于2月初在美国上市，由于其价格更高、电池寿命有限、设计笨拙以及缺乏任何杀手级应用程序，但并没有取得长足的发展。它以3500美元的起价首次亮相。
Apple leaker and Bloomberg columnist Mark Gurman is of the view the headset will unlikely become a real revenue driver for at least the next year.
苹果泄密者兼彭博专栏作家马克·古尔曼认为，这款头戴式耳机至少在明年不太可能成为真正的收入驱动力。
TFI Securities analyst Ming-Chi Kuo said last month Apple has cut down its Vision Pro unit shipments forecast for 2024 from 700k-800k units to 400k-450k units due to a significant drop in demand. Demand in the U.S. market was apparently not-so-strong, prompting the company to act, he said.
天开证券分析师郭明池上个月表示，由于需求大幅下降，苹果已将2024年的Vision Pro出货量预测从70万至80万台下调至40万至45万台。他说，美国市场的需求显然不那么强劲，这促使该公司采取了行动。
The analyst also said the company might not release a second-generation Vision Pro in 2025.
这位分析师还表示，该公司可能不会在2025年发布第二代Vision Pro。
Image created using photos on Shutterstock
使用 Shutterstock 上的照片创建的图片
Apple settled Thursday's session up 2.20% at $173.03 and rose 6%+ in after-hours trading, according to Benzinga Pro data.
根据Benzinga Pro的数据，苹果周四收盘上涨2.20％，至173.03美元，盘后交易中上涨6％以上。
译文内容由第三方软件翻译。