Apple To Gain Market Share With AI Smartphone, Says Bullish Analyst: 'Skate To Where The AI Puck Is Going'
Apple To Gain Market Share With AI Smartphone, Says Bullish Analyst: 'Skate To Where The AI Puck Is Going'
Technology giant Apple Inc (NASDAQ:AAPL) is being upgraded by a Street analyst Wednesday on the heels of its artificial intelligence initiatives shown off at the company's Worldwide Developers Conference earlier this month.
科技巨頭蘋果公司（納斯達克：AAPL）星期三受到街頭分析師的升級，此前該公司在本月早些時候舉行的全球開發者大會上展示了其人工智能計劃。
The Apple Analyst: Rosenblatt analyst Barton Crockett upgraded shares of Apple from Neutral to Buy and raised the price target from $196 to $260.
蘋果分析師：羅森布拉特分析師巴頓·克羅克特將蘋果股票的評級由中立升級至買入，並將價格目標從196美元提高至260美元。
Related Link: 7 Apple Analysts Mixed On WWDC 2024: iPhone Upgrade Cycle Coming, But When?
相關鏈接：7位蘋果分析師對2024年全球開發者大會毫無頭緒：iPhone更新週期到了，但何時？
The Apple Takeaways: Apple could see a market share lift after unveiling its Apple Intelligence software with a focus on privacy, Crockett said in a new investor note.
蘋果要點：克羅克特在一份新的投資者報告中表示，蘋果智能軟件在隱私方面的重點將帶來市場份額的提升。
The privacy focus of Apple Intelligence is unmatched by Android, which is owned by Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), the analyst said.
該分析師表示，蘋果智能軟件在隱私方面的重點是其他擁有谷歌（納斯達克：GOOG)（納斯達克：GOOGL）的Android無法匹敵的。
"Strong privacy is by far the top feature consumers want in AI, based on our recent US survey," he said.
他表示：“根據我們最近進行的美國調查，強大的隱私數據無疑是消費者在人工智能方面最想要的頂級功能。
The privacy concerns could tip the AI risk-reward in Apple's favor, Crockett said.
克羅克特表示，隱私方面的擔憂可能會使蘋果在AI風險回報方面佔據優勢。
A survey of over 500 consumers saw 17.8% list strong privacy as the top feature they wanted in an AI smartphone, according to Rosenblatt. Insight — questions answered by AI — ranked second at 12.2%.
根據羅森布拉特的數據，對超過500名消費者進行的調查顯示，17.8%的人將強大的隱私保護作爲他們在智能手機上最想要的頂級功能，排在第二位的是AI分析功能，爲12.2%。智能手機面臨的隱私問題很嚴峻，蘋果似乎從出發點就從隱私方面入手，定位良好，在智能手機市場中獲得品牌互動和市場份額。
"Apple appears positioned to gain brand interest and AI market share from its out-of-the-gate focus on strong privacy."
他表示：“蘋果似乎在強大的隱私方面佔據了有利位置，從而獲得了品牌利益和AI市場份額。”
Apple's focus on specialized large language models and Apple silicon processors could help the company with cost pressures and standing out from competitors, the analyst said.
該分析師表示，蘋果公司專注於專業的大型自然語言處理模型和Apple silicon的處理器，這將有助於該公司應對成本壓力，並脫穎而出，以獲得更好的競爭優勢。
"So Apple can have its cake (healthy margins) and eat it too."
他說：“因此，蘋果既可以保持良好的利潤率，又可以擁有全新的一片市場。”
Consumers do not currently expect to accelerate their purchases of AI smartphones, but that could change with new features, he said.
他表示，消費者目前並不指望加快購買AI智能手機，但隨着新功能的推出，情況可能會發生改變。
"The puck is moving towards greater AI interest, we believe. We'd rather step up with a Wayne Gretzky-esque skate to where the AI puck is going, than stand in place and watch the AI puck pass us by."
他說：“我們相信，冰球正在朝着更多的AI興趣發展。我們寧願步入菲爾（韋恩·格雷茨基）式的步伐，跟隨AI的發展方向，而不是站在原地，看着AI的興起擦肩而過。”
The analyst compared the launch of AI smartphones from Apple to the iPhone 12, which brought a 39% pop in iPhone sales in 2021, possibly due to the transition to 5G devices.
分析師將蘋果推出AI智能手機與iPhone 12的推出進行了比較，iPhone 12在2021年實現了39%的銷售增長，可能與向5G設備的轉型有關。
"In a new era of AI optionality, with Apple exhibiting cost-disciplined leadership, we believe Apple can sustain a valuation premium, and that the shares can rise with an iPhone AI cycle earnings lift."
他表示：“在新時代的人工智能波動中，蘋果表現出成本自律的領導地位，我們相信蘋果可以維持估值溢價，並在iPhone人工智能週期創收上升時提供支持。”
AAPL Price Action: Apple shares are up 1.36% to $211.91 on Wednesday versus a 52-week trading range of $164.08 to $220.20. Apple stock is up 13% over the last year.
AAPL價格走勢：蘋果股價於星期三上漲1.36%，報211.91美元，52周交易範圍爲164.08美元至220.20美元。近一年來，蘋果股價上漲了13%。
Photo courtesy of Apple.
照片由蘋果提供。
譯文內容由第三人軟體翻譯。