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郭明錤:投资者更感兴趣的是苹果何时推出ChatGPT竞品

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2023-06-05 10:25:29 转载来源: 网络整理/侵权必删

英文:Guo Mingyi: What investors are more interested in is when Apple will launch ChatGPT competitors

IT之家 6 月 5 日消息,苹果公司即将在明天凌晨的 WWDC 大会上发布其虚拟现实和增强现实头戴设备,但分析师郭明錤称,投资者更关注的是苹果的人工智能(AI)相关业务。郭明錤在周日的推特上表示,他最近与投资者的讨论显示,他们对苹果何时推出类似于 ChatGPT 的服务更感兴趣

IT之家 6 月 5 日消息,苹果公司即将在明天凌晨的 WWDC 大会上发布其虚拟现实和增强现实头戴设备,但分析师郭明錤称,投资者更关注的是苹果的人工智能(AI)相关业务。



郭明錤在周日的推特上表示,他最近与投资者的讨论显示,他们对苹果何时推出类似于 ChatGPT 的服务更感兴趣。郭明錤称,长期而言,苹果 AR / MR 头戴装置的成功关键因素在于能否与 AI / AIGC 高度整合。若苹果 AR / MR 头戴装置发布成功,将对 3D 交互设计与 3D 电脑图像带来巨大影响 (犹如 ChatGPT 对 AI / AIGC)。

郭明錤认为,苹果的头戴设备如果能超出市场预期,将有利于苹果和其主要供应商的股价。此外,由于头戴设备在未来两年内对供应商的收入和利润贡献有限,相比之下,AI 业务则更具潜力。他以英伟达公司的第二季度业绩预期大幅超过市场预期为例,说明了投资者对 AI 的关注度。

郭明錤表示,如果苹果在 WWDC 上宣布推出 AI 或 AIGC 服务,将有助于延续当前的 AI 投资热情。如果苹果对 AIGC 有更高的硬件规格要求,也可能带动硬件更换需求的增长。

苹果 WWDC23 主题演讲将于明天凌晨 1 点进行,届时IT之家将带来最新报道。

英文:Guo Mingyi: What investors are more interested in is when Apple will launch ChatGPT competitors

标签: 郭明錤 投资者 感兴趣 苹果 何时 推出 ChatGPT 竞品


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