07/20/2024, 03:20 PM UTC
苹果股价超越英伟达Apple Stock Is More Expensive Than Nvidia
1、苹果推出的Apple Intelligence挑战了英伟达在AI领域的统治地位，通过在非英伟达服务器上运行Gen AI。2、苹果的AI战略导致AAPL的估值增加，尽管其股价高昂。3、Apple Intelligence预计将推动iPhone销售，并通过增加内存需求和为AI功能设备提供溢价定价来提高平均销售价格（ASP）。1. Apple's introduction of Apple Intelligence challenges Nvidia's dominance in the AI race by running Gen AI on non-Nvidia servers. 2. Apple's AI strategy has led to a richer valuation for AAPL, despite concerns about its high stock price. 3. Apple Intelligence is expected to boost iPhone sales and enhance the Average Selling Price (ASP) through increased memory requirements and premium pricing for AI-enabled devices.
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