In a recent interview, an analyst warned that selling Apple Inc (NASDAQ:AAPL) stock before the company's AI developments could be a significant mistake.
What Happened: During a segment of CNBC's "Last Call," Dan Ives, a Wedbush analyst, suggested that divesting Apple stock at this juncture would be a grave error. "We view this as a buying opportunity. We've been here before ... AI is coming to Cupertino. I think to sell this stock ahead of that would be not just the wrong move, but a historically wrong move," Ives said.
Ives' perspective follows a reported 24% decline in Apple's iPhone sales in China during the initial six weeks of the year, resulting in its demotion to the fourth position among smartphone vendors in the country, according to Counterpoint Research.
"We view this as a buying opportunity. We've been here before," says @DivesTech on Apple. "AI is coming to Cupertino. I think to sell this stock ahead of that would be not just the wrong move, but a historically wrong move." $AAPL pic.twitter.com/91KgGyF3nQ
— Last Call (@LastCallCNBC) March 6, 2024
He also emphasized that AI is on the horizon for Apple, indicating that the company's future developments in this field could significantly impact its stock value.
Why It Matters: Apple's AI advancements have been a topic of much discussion recently. An analyst from Rosenblatt, Barton Crockett, pointed out that Apple's recent forays into AI, such as the Vision Pro headset, have received mixed reviews. He suggested that Apple needs to step up its game in the AI sector to maintain its position as a tech leader.
Apple has encountered difficulties in the Chinese market, a point emphasized not only by analysts but also by CNBC's Jim Cramer. In his words, "Club members know our stance on the near-term with Apple. It is not a table pounder. I want stocks to come into well below where they are if we are going to re-build a position."
Despite this, Ives remains optimistic about Apple's future, especially after the company's decision to abandon its EV project, a move he believes was in the company's best interest.
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在最近的一次採訪中，一位分析師警告說，在蘋果公司開發人工智能之前出售蘋果公司（納斯達克股票代碼：AAPL）的股票可能是一個重大錯誤。
發生了什麼：在CNBC的 “最後一次通話” 的一段中，Wedbush分析師丹·艾夫斯表示，此時剝離蘋果股票將是一個嚴重的錯誤。“我們認爲這是一個買入機會。我們以前來過這裏...人工智能即將來到庫比蒂諾。我認爲在此之前賣出這隻股票不僅是錯誤的舉動，而且是歷史上的錯誤舉動，” 艾夫斯說。
根據Counterpoint Research的數據，據報道，蘋果在中國的iPhone銷量在今年前六週下降了24％，導致其在中國智能手機供應商中跌至第四位。艾夫斯的觀點是。
“我們認爲這是一個買入機會。我們以前來過這裏，” 蘋果上的 @DivesTech 說。“人工智能即將來到庫比蒂諾。我認爲在此之前賣出這隻股票不僅是錯誤的舉動，而且是歷史上的錯誤舉動。”$AAPL pic.twitter.com/91KGGYF3NQ
— 最後一次通話 (@LastCallCNBC) 2024 年 3 月 6 日
他還強調，蘋果即將迎來人工智能，這表明該公司在這一領域的未來發展可能會對其股票價值產生重大影響。
爲何重要：蘋果的人工智能進步最近一直是許多討論的話題。羅森布拉特的一位分析師巴頓·克羅基特指出，蘋果最近涉足人工智能，例如Vision Pro頭戴式耳機，受到了好壞參半的評價。他建議，蘋果需要加強在人工智能領域的發展，以保持其作爲科技領導者的地位。
蘋果在中國市場遇到了困難，不僅分析師強調了這一點，CNBC的吉姆·克萊默也強調了這一點。用他的話說：“俱樂部成員知道我們在短期內與蘋果的立場。它不是桌上擺設。如果我們要重建頭寸，我希望股票跌至遠低於當前水平。”
儘管如此，艾夫斯仍然對蘋果的未來持樂觀態度，尤其是在該公司決定放棄其電動汽車項目之後，他認爲此舉符合公司的最大利益。
圖片來自 Shutterstock
