Apple 'Operating In An Alternative Universe,' Says Top Analyst, As Cupertino's Strategy Will Likely Weather Margin-Squeezing Effect Of AI Spending
Apple 'Operating In An Alternative Universe,' Says Top Analyst, As Cupertino's Strategy Will Likely Weather Margin-Squeezing Effect Of AI Spending
Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) last week flagged higher capex spending as it battles to gain supremacy in the artificial intelligence arena, and nervy investors sold off the stock on worries concerning a potential margin contraction. A tech venture capitalist said on Monday that Apple Inc. (NASDAQ:AAPL) could be fairly insulated because of the strategy it has chosen.
Alphabet公司（納斯達克：GOOGL）（納斯達克：GOOG）上週在人工智能領域爭奪至高地時，標誌着更高的資本開支，而緊張的投資者則擔心可能會導致利潤率收縮。一位技術風投資本家週一表示，由於蘋果公司選擇的策略，蘋果公司可能會相對獨立。
What Happened: Alphabet, Amazon, Inc. (NASDAQ:AMZN), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are on track to increase capex by about 43% this year, said Deepwater Asset Management's Gene Munster in a post on X, formerly Twitter.
Alphabet、亞馬遜（納斯達克：AMZN）、微軟公司（納斯達克：MSFT）和Meta Platforms公司（納斯達克：META）計劃今年將資本支出提高約43%，Deepwater Asset Management的吉恩·芒斯特（Gene Munster）在原Twitter上發佈的一篇文章中寫道。
Apple is a standout among the mega-cap techs, he suggested. "In what seems like it's operating in an alternate universe, $AAPL's CapEx is expected to be down 9% this year as the company monetizes its distribution in exchange for OpenAI's models and infrastructure," he said.
他認爲，在巨型科技公司中，蘋果是一個傑出的公司。“顯然在另一個宇宙裏運營的$AAPL的資本支出預計今年將減少9％，因爲該公司與OpenAI的模型和基礎設施交換獲取分銷，”他說。
"This is one of the reasons why Apple should see record margins sometime in the middle of next year." In the March quarter, the company reported gross margin of 46.6%.
“這是蘋果公司明年中期應該創下歷史最高利潤的原因之一。”在三月季度，該公司報告的毛利率爲46.6%。
Talk about bang for your buck: $GOOG $AMZN $MSFT $META will on average increase CapEx this year by 43%.
— Gene Munster (@munster_gene) July 29, 2024
In what seems like it's operating in an alternate universe, $AAPL's CapEx is expected to be down 9% this year as the company monetizes its distribution in exchange for...
談到物有所值：$GOOG $AMZN $MSFt $META今年的平均資本支出將增加43％。
—Gene Munster(@munster_gene)2024年7月29日
顯然在另一個宇宙裏運營的$AAPL的資本支出預計今年將減少9％，因爲該公司採用分銷方式換取OpenAI的模型和基礎設施
Why It's Important: Apple lagged behind its mega-cap tech peers in embracing AI. On Monday, Cupertino released a new software called Apple Intelligence in the developer beta of iOS 18.1 and the suite of AI features made available will help improve Siri, automatically generate emails and images and sort notifications.
這非常重要：在推廣人工智能方面，與超大型科技公司相比，蘋果公司落後。週一，庫比蒂諾發佈了稱爲Apple Intelligence的新軟件，作爲iOS 18.1的開發者beta版和提供的一系列AI功能將有助於改進Siri，自動生成電子郵件和圖像以及對通知進行分類。
The software is expected to be released to the public later this year but it may not be part of the iPhone 16 that will be launched this fall and will be powered by the iOS 18.
這款軟件預計將於今年晚些時候向公衆推出，但可能不包含即將推出並將由iOS 18提供支持的iPhone 16。
As Munster said, Apple announced in mid-June that it has forged a partnership with Sam Altman-led OpenAI to integrate ChatGPT into the iPhone, iPad and Mac. The arrangement reportedly does not require Apple to pay for the OpenAI association, with the latter making money through distribution.
正如芒斯特所說，蘋果公司於6月中旬宣佈，已與由薩姆·阿爾特曼（Sam Altman）領導的OpenAI建立合作伙伴關係，將ChatGPt整合到iPhone、iPad和Mac中。據報道，該安排不需要蘋果支付OpenAI協會的費用，後者通過分銷賺錢。
Apple ended Monday's session up 0.13% at $218.24, according to Benzinga Pro data.
根據Benzinga Pro的數據，蘋果公司週一收盤上漲0.13％，報218.24美元。
- Apple Rolls Out iOS 18.1 Developer Beta With Apple Intelligence, Ahead Of Q3 Earnings
- 蘋果發佈iOS 18.1開發者測試版，配備蘋果智能AI，預計在Q3業績發佈前上線。
Image via Apple
圖片由蘋果提供
譯文內容由第三人軟體翻譯。