Guo Mingyi: What investors are more interested in is when Apple will launch ChatGPT competitors
IT Home reported on June 5th that Apple is about to unveil its virtual reality and augmented reality headwear devices at the WWDC conference tomorrow morning. However, analyst Guo Mingyi said that investors are more focused on Apple's artificial intelligence (AI) related business
IT Home reported on June 5th that Apple is about to unveil its virtual reality and augmented reality headwear devices at the WWDC conference tomorrow morning. However, analyst Guo Mingyi said that investors are more focused on Apple's artificial intelligence (AI) related business.
Guo Mingyi stated on Sunday's Twitter that his recent discussions with investors have shown that they are more interested in when Apple will launch services similar to ChatGPT. Guo Mingyi stated that in the long run, the key factor for the success of Apple's AR/MR headwear devices lies in their ability to be highly integrated with AI/AIGC. If Apple's AR/MR headset is released successfully, it will have a huge impact on 3D interaction design and 3D computer images (just like ChatGPT on AI/AIGC).
Guo Mingqian believes that if Apple's headwear devices can exceed market expectations, it will be beneficial for the stock prices of Apple and its major suppliers. In addition, due to the limited contribution of headwear devices to suppliers' revenue and profits in the next two years, the AI business has more potential. He cited NVIDIA's second quarter performance expectations that significantly exceeded market expectations as an example to illustrate investors' attention to AI.
Guo Mingyi stated that if Apple announces the launch of AI or AIGC services on WWDC, it will help continue the current AI investment enthusiasm. If Apple has higher hardware specifications for AIGC, it may also drive an increase in hardware replacement demand.
The Apple WWDC23 keynote speech will be held at 1am tomorrow, and IT Home will bring the latest report.
Tag: Guo Mingyi What investors are more interested in is
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