Apple And Tesla 'Only Two Companies Able To Thread The Needle In Terms Of China-US', Says Top Analyst After Tim Cook And Elon Musk's Recent China Visits
Apple And Tesla 'Only Two Companies Able To Thread The Needle In Terms Of China-US', Says Top Analyst After Tim Cook And Elon Musk's Recent China Visits
Wedbush's Dan Ives believes Apple Inc. (NASDAQ:AAPL) and Tesla Inc. (NASDAQ:TSLA) are the "only two companies" able to "thread the needle" between the U.S. and China.
Wedbush的丹·艾夫斯認爲，蘋果公司（納斯達克股票代碼：AAPL）和特斯拉公司（納斯達克股票代碼：TSLA）是 “僅有的兩家公司” 能夠在中美之間 “劃清界限”。
What Happened: Ives underscored his belief that U.S. tech companies are ahead of their Chinese counterparts when it comes to artificial intelligence (AI,) in an interview with Bloomberg Surveillance.
發生了什麼：艾夫斯在接受彭博監視採訪時強調了他的信念，即美國科技公司在人工智能（AI）方面領先於中國同行。
"There's only two companies able to thread the needle in terms of China-US. It's Cook in Cupertino, and Musk and Tesla," Ives said in the backdrop of Cook and Musk's recent China visits.
“只有兩家公司能夠在中美方面取得平衡。庫比蒂諾是庫克，還有馬斯克和特斯拉。” 艾夫斯在庫克和馬斯克最近訪問中國的背景下說。
"This is a huge win for Musk."
“這對馬斯克來說是一個巨大的勝利。”
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This comes amid Apple's recent struggles in China, while Tesla registered its first earnings decline in four years.
這是在蘋果最近在中國陷入困境之際發生的，而特斯拉則出現了四年來的首次收益下降。
Both the tech titans have been facing trouble in China – while Apple's iPhone sales in China fell 19% year-on-year in the March 2024 quarter, Tesla reported a 9% fall in revenue year-on-year.
兩家科技巨頭在中國都面臨麻煩——蘋果在中國的iPhone銷量在2024年3月的季度同比下降了19％，而特斯拉報告收入同比下降了9％。
"There's only two companies able to thread the needle in terms of China-US. It's Cook in Cupertino and Musk & Tesla," says Dan Ives of Wedbush. "This is a huge win for Musk" pic.twitter.com/TGM6ErM5G9
— BSurveillance (@bsurveillance) April 29, 2024
“只有兩家公司能夠在中美方面取得平衡。這是庫比蒂諾的庫克，馬斯克和特斯拉，” Wedbush的丹·艾夫斯說。“這對馬斯克來說是一個巨大的勝利” pic.twitter.com/tgm6ERM5G9
— bSurveillence (@bsurveillance) 2024 年 4 月 29 日
Ives also thinks Apple and Tesla will remain notable players in China "because they make the best products in the world... consumers are going to buy them."
艾夫斯還認爲，蘋果和特斯拉仍將是中國的重要參與者，“因爲他們生產的產品是世界上最好的產品... 消費者會購買它們。”
Why It Matters: Top tech analysts have been bullish about Apple and Tesla's fortunes.
爲何重要：頂級科技分析師一直看好蘋果和特斯拉的命運。
While Ark Invest's Cathie Wood has doubled down on Tesla after the recent stock dip, investing over $17 million in shares, Ives thinks the seeds of Apple's turnaround in China are "being planted."
儘管Ark Invest的凱西·伍德在最近股價下跌後加倍投資了特斯拉，投資了超過1700萬美元的股票，但艾夫斯認爲蘋果在中國轉型的種子正在 “播下”。
Ives' Apple optimism is based on the steady iPhone production in the region and the strong performance in other key markets such as the U.S., Europe, and India, which could offset the impact of the Chinese market's underperformance.
艾夫斯對蘋果的樂觀情緒是基於該地區iPhone產量的穩定以及美國、歐洲和印度等其他主要市場的強勁表現，這可能會抵消中國市場表現不佳的影響。
Similarly, Tesla has been making strategic moves in China. The company recently partnered with Baidu to introduce its driver assistance features in China, a move that could significantly boost its presence in the East Asian market.
同樣，特斯拉一直在中國採取戰略舉措。該公司最近與百度合作，在中國推出其駕駛輔助功能，此舉可能會大大提高其在東亞市場的影響力。
Price Action: At the time of writing, Apple's shares were up 3.4% at $175.05, while Tesla's shares were up 12.50% at $189.33, according to Benzinga Pro.
價格走勢：根據Benzinga Pro的數據，在撰寫本文時，蘋果的股價上漲了3.4％，至175.05美元，而特斯拉的股價上漲了12.50％，至189.33美元。
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Photos courtesy: Shutterstock and Flickr
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