BofA Sees 'AI With Context And Privacy' As Apple's Key To Growth
BofA Sees 'AI With Context And Privacy' As Apple's Key To Growth
BofA Securities updated its deep-dive on Apple Services segment following Apple, Inc.'s (NASDAQ:AAPL) recent announcements at its WWDC event to integrate artificial intelligence (AI) into its operating systems.
BofA Securities在蘋果公司（NASDAQ：AAPL）最近的WWDC活動中更新了有關蘋果服務業務的深入研究，以將人工智能（AI）整合到其操作系統中。
The Details: BofA sees the new Apple Intelligence features and AI integrations driving Apple's Services revenue 14% higher year-over-year and in-turn pushing the company's overall margin higher in 2024.
細節：BofA認爲新的蘋果智能功能和AI整合將推動蘋果的服務收入同比增長14％，並在2024年提高公司的整體利潤率。
BofA said it expects third-party developer access to AI features including Siri to drive significant growth through innovation.
BofA稱，它預計第三方開發者可訪問的包括Siri在內的AI功能將通過創新推動實現顯着增長。
"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time with increased productivity, higher priced Apps, increased subscription and payments from partners," BofA wrote in the research note.
“我們認爲具有上下文和隱私的對話式人工智能是隨着時間推移在商業化蘋果設備上所裝置的基地實現的關鍵，具有更高的生產力，更高價格的應用程序和來自合作伙伴的增加的訂閱和支付。”BofA在研究報告中寫道。
The research firm also sees App Store revenues growing in the mid-to-high single digits through 2026 despite uncertainty surrounding potential impacts from EU DMA regulation.
儘管存在歐盟DMA法規的潛在影響的不確定性，但研究公司還預計App Store的收入將在2026年以中高個位數增長。
According to data from Benzinga Pro, Apple shares have gained more than 12% over the past month as the stock as benefits from the company's debut of Apple Intelligence and other AI integration plans.
據Benzinga Pro的數據顯示，由於蘋果推出了Apple Intelligence和其他AI整合計劃，蘋果股價在過去一個月中上漲了超過12％。
Related News: What's Going On With Snap Stock?
相關資訊：Snap股票出現了什麼情況？
AAPL Price Action: According to Benzinga Pro, Apple shares are up 2.48% at $214.25 at the time of publication Wednesday.
AAPL股價行爲：根據Benzinga Pro的數據顯示，時至週三發表論述時，蘋果股票的漲幅爲2.48％，股價爲214.25美元。
Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。