Citron Research Posts On X "$GRMN Negative. While the Street Is Buzzing About $AAPL's New AI Integration, the Real Loser From Their Developer Conference Seems to Be $GRMN. Despite $GRMN Trading at Historically High Multiples, Its Core Fitness Products...
Citron Research Posts On X "$GRMN Negative. While the Street Is Buzzing About $AAPL's New AI Integration, the Real Loser From Their Developer Conference Seems to Be $GRMN. Despite $GRMN Trading at Historically High Multiples, Its Core Fitness Products...
Citron Research Posts On X "$GRMN Negative. While the Street Is Buzzing About $AAPL's New AI Integration, the Real Loser From Their Developer Conference Seems to Be $GRMN. Despite $GRMN Trading at Historically High Multiples, Its Core Fitness Products Just Took a Hit. With the New Apple Watch OS11 Making Apple Watch the Top Fitness Accessory, Including Satellite Messaging, Training Load Features, and Comprehensive Vitals Tracking, Garmin's Fitness Products Have Become Less Relevant...."
Citron Research發佈有關佳明的負面報道。雖然業界正忙於討論蘋果推出的新人工智能，但真正的輸家似乎是佳明。儘管佳明的核心健身產品一度漲勢強勁，但這次他們受到了一定衝擊。新版的Apple Watch OS11成爲了最受歡迎的健身裝備之一，除衛星信息、負荷訓練等功能以外，它還提供了一套全面的健康追蹤環節，因此佳明的健康產品變得沒那麼吸引人了。
$GRMN Negative. While the street is buzzing about $AAPL's new AI integration, the real loser from their developer conference seems to be $GRMN. Despite $GRMN trading at historically high multiples, its core fitness products just took a hit. With the new Apple Watch OS11 making Apple Watch the top fitness accessory, including satellite messaging, training load features, and comprehensive vitals tracking, Garmin's fitness products have become less relevant. Credit to Garmin for evolving from personal navigation devices to its current state, but it shouldn't be trading at historically high multiples as its fast-growing fitness segment just hit a wall in Cupertino.
佳明負面報道。雖然有關蘋果新開發人工智能的消息引起了全球業界熱議，但佳明似乎是真正的輸家。儘管佳明的核心健身產品一直漲勢強勁，但現在已經受到了一定衝擊。新版的Apple Watch OS11成爲了最受歡迎的健身裝備之一，除衛星信息、負荷訓練等功能以外，它還提供了一套全面的健康追蹤環節，因此佳明的健康產品變得沒那麼有吸引力了。佳明從個人導航設備發展到現在已經做出了不少成績，但如果以快速增長的健康產品等領域來論，他們就不應該出現歷史性的高估值，因爲這些產品在庫比蒂諾市已經碰到了一個瓶頸，不太可能再有新的突破。
譯文內容由第三人軟體翻譯。