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郭明錤:市场下调今年iPhone销量预期,英伟达市值料超越苹果

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天风国际证券分析师郭明錤表示,先前2024年iPhone出货的市场共识为2.2-2.25亿部,现在已经开始下修,并向我之前预测的2亿部靠拢。如果Apple今年无法推出优于市场预期的生成式AI服务,Nvidia的市值将很有可能超越Apple。

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