<p><strong>英伟达</strong>（NASDAQ:NVDA）在去年表现突出，但随着近期股价逐渐疲软，这家人工智能芯片巨头似乎在迈向 4 万亿美元市值里程碑的过程中放慢了脚步。事实上，英伟达似乎是最有可能成为首家达到 4 万亿美元估值的公司，因为其股价在去年大部分时间里迅速上涨。尽管 <strong>苹果</strong>（NASDAQ:AAPL）最近也接近这一市场，市值刚刚超过 3.9 万亿美元，但在 2025 年首日的惨淡表现（当天 AAPL 股价下跌近 3%）使其在英伟达上涨 3% 的当天有所退步。</p>
<ul>
<li>争夺 4 万亿美元的竞赛已经开始。英伟达和苹果目前是热门选手。</li>
</ul>
<ul>
<li>苹果的人工智能在今年可能会有显著改善。这可能会使股票价格远高于当前水平。</li>
</ul>
<ul>
<li><strong>本文的关键点</strong></li>
</ul>
<p>如果你在寻找一些具有巨大潜力的股票，确保获取我们 <strong>全新发布的《下一个英伟达》报告</strong> 的免费副本。报告中包含一只我们相信具有 10 倍潜力的软件股票。</p>
<p>事实上，这场竞赛开始变得非常接近，难以预测。目前，苹果的市值为 3.69 万亿美元，而英伟达的市值为 3.39 万亿美元。尽管苹果仍然领先，但 AAPL 股票在新年第一季度通常表现不佳，往往在接下来的三个季度中弥补失去的时间。在过去五年中，苹果在第一季度开始时有四次出现抛售。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/10/imageForEntry1-pEE.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/10/imageForEntry1-pEE.jpg"/></p>
<h2>苹果股票在 2025 年因三条令人担忧的头条新闻而疲软。随着争夺 4 万亿美元的竞争加剧，不要低估它。</h2>
<p>除了 2023 年，苹果股票在年初的表现通常不佳，且在几条令人失望的新闻事件后（瑞银分析师下调了预期，因 Siri 被指控窃听而面临 9500 万美元的和解，以及中国 iPhone 的折扣），股价迅速下跌，这似乎使英伟达获得了成为首家市值达到 4 万亿美元公司的第二次机会。</p>
<p>仅仅因为苹果股票在首个交易日表现平平，并不意味着整年都会艰难，特别是如果其苹果智能产品在 iOS 18.2 的基础上有显著改善。随着 iOS 19 的到来和潜在的人工智能惊喜，低估苹果股票在近期高点下跌的表现是一个错误。尽管争夺 4 万亿美元的竞赛已经缩小，我仍然认为苹果将是赢得这场竞赛的公司。</p>
<p>事实上，苹果股票在节日季节前被过度购买，导致其需要进行调整。这样的调整是否已经结束仍然是 4 万亿美元的问题。瑞银最近的报告因 “iPhone 销售疲软” 下调了预期，苹果股票可能会停留在 236 美元的目标价，这比当前股价 243 美元略低。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/03/imageForEntry39-sRh.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/03/imageForEntry39-sRh.jpg"/></p>
<h2>超级周期的希望破灭！</h2>
<p>那么，许多华尔街人士几个月前谈论的由人工智能引发的 iPhone 超级周期在哪里？根据 DeepWater 资产管理公司的 Gene Munster 的说法，这可能会推迟到今年晚些时候。</p>
<p>在之前的一篇文章中，我强调了 Munster 先生的观点，即 2025 年 6 月可能标志着升级周期的开始。至于是否通过 WWDC 2025 发布的新人工智能功能——通常在 6 月举行——作为催化剂，或者完全是其他因素，还有待观察。我认为 WWDC 2025 有很大机会揭示苹果智能的真正 “兴趣驱动因素”。在目前的状态下，苹果智能并没有激励旧手机用户进行升级。</p>
<p>根据最近对约 2000 人的调查，约 73% 的 iPhone 用户表示人工智能功能几乎没有或没有任何价值。</p>
<p>随着时间的推移，预计这一比例会下降，尤其是如果苹果在其第二年苹果智能的雄心壮志上能够更进一步。苹果智能将会不断改善，但是否能在 2025 年引发 iPhone 升级周期，仍然有待观察。</p>
<h2>总结</h2>
<p>我认为苹果股票在其 WWDC 2025 活动前可能会成为主要的市场推动者，该活动肯定会充满更多的苹果智能进展。尽管只有时间能证明，但我确实认为这一催化剂可能会帮助苹果在英伟达之前成为一家市值 4 万亿美元的公司。就个人而言，我认为 “苹果自制的 LLM”，即苹果自制的 ChatGPT 替代品的发布，可能会开启许多分析师在 2024 年谈论的超级周期。</p>
<h2>“下一个英伟达” 可能会改变你的生活</h2>
<p>如果你错过了英伟达的历史性上涨，你从人工智能中获得改变生活的利润的机会并没有结束。</p>
<p>24/7 华尔街分析师在 2009 年首次预测英伟达的人工智能驱动的上涨，刚刚发布了一份名为 “下一个英伟达” 的全新研究报告。</p>
<p>点击这里下载你的免费副本。</p>
<p>该文章的标题为：预测：这只股票将成为首家市值 4 万亿美元的公司，首次发布于 24/7 Wall St..</p>

英伟达

苹果

<p>英伟达（NASDAQ:NVDA）和苹果（NASDAQ:AAPL）正在激烈竞争，争夺成为首家市值达到 4 万亿美元的公司。最近，英伟达的股票增长放缓，而苹果则因令人失望的消息面临下滑。尽管苹果目前以 3.69 万亿美元的市值领先于英伟达的 3.39 万亿美元，但分析师认为苹果在人工智能能力上的提升可能会推动其股票上涨。竞争依然紧张，尽管近期遭遇挫折，预测苹果最终可能赢得这场竞争</p>

<p><strong>Nvidia</strong> (NASDAQ:NVDA) was a standout performer last year, but with shares running out of steam in recent months, the AI chip giant seems to be slowing pace as mega-cap tech races to the $4 trillion market cap milestone. Indeed, it seemed like Nvidia would be the very first to hit a $4 trillion valuation as shares rocketed higher for most of last year. Though <strong>Apple</strong> (NASDAQ:AAPL) recently came within a hair of hitting the market, with a market cap just north of $3.9 trillion, the iPhone maker’s disastrous first day of 2025 (which saw shares of AAPL shed nearly 3% in a day) saw it take a few backward steps on a day that saw Nvidia surge 3%.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NASDAQ:NVDA）在去年表现突出，但随着近期股价逐渐疲软，这家人工智能芯片巨头似乎在迈向 4 万亿美元市值里程碑的过程中放慢了脚步。事实上，英伟达似乎是最有可能成为首家达到 4 万亿美元估值的公司，因为其股价在去年大部分时间里迅速上涨。尽管 <strong>苹果</strong>（NASDAQ:AAPL）最近也接近这一市场，市值刚刚超过 3.9 万亿美元，但在 2025 年首日的惨淡表现（当天 AAPL 股价下跌近 3%）使其在英伟达上涨 3% 的当天有所退步。</p>
</div><ul>
<li>The race to $4 trillion is on. Nvidia and Apple are the favorites right now.</li>
</ul>
<div class="lb-trans"><ul>
<li>争夺 4 万亿美元的竞赛已经开始。英伟达和苹果目前是热门选手。</li>
</ul>
</div><ul>
<li>Apple Intelligence could improve drastically this year. This could power the stock much higher than current levels.</li>
</ul>
<div class="lb-trans"><ul>
<li>苹果的人工智能在今年可能会有显著改善。这可能会使股票价格远高于当前水平。</li>
</ul>
</div><ul>
<li><strong>Key Points About This Article</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>本文的关键点</strong></li>
</ul>
</div><p>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</p>
<div class="lb-trans"><p>如果你在寻找一些具有巨大潜力的股票，确保获取我们 <strong>全新发布的《下一个英伟达》报告</strong> 的免费副本。报告中包含一只我们相信具有 10 倍潜力的软件股票。</p>
</div><p>Indeed, it’s starting to become a close race that’s too close to call. As it stands today, Apple sports a $3.69 trillion market cap, while Nvidia boasts one that’s at $3.39 trillion. Though Apple is still in the lead, it’s become a seasonal habit for AAPL stock to limp and stumble in the first quarter of a new year, only to make up for lost time in the following three quarters. In the past five years, Apple has started the first quarter with a sell-off four times.</p>
<div class="lb-trans"><p>事实上，这场竞赛开始变得非常接近，难以预测。目前，苹果的市值为 3.69 万亿美元，而英伟达的市值为 3.39 万亿美元。尽管苹果仍然领先，但 AAPL 股票在新年第一季度通常表现不佳，往往在接下来的三个季度中弥补失去的时间。在过去五年中，苹果在第一季度开始时有四次出现抛售。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/10/imageForEntry1-pEE.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/10/imageForEntry1-pEE.jpg"/></p>
<h2>Apple stock limps into 2025 on a trio of concerning headlines. Don’t count it out as the race to $4 trillion heats up</h2>
<div class="lb-trans"><h2>苹果股票在 2025 年因三条令人担忧的头条新闻而疲软。随着争夺 4 万亿美元的竞争加剧，不要低估它。</h2>
</div><p>With the exception of 2023, Apple stock doesn’t fare well to start the year, and with shares sinking rapidly following a handful of uninspiring news events (an analyst at UBS cut its estimates, a $95 million settlement hovering around accusations that Siri had been snooping and discounts on iPhones in China), it seems like Nvidia may have the second wind it needs to be minted the very first firm to sport a $4 trillion market cap.</p>
<div class="lb-trans"><p>除了 2023 年，苹果股票在年初的表现通常不佳，且在几条令人失望的新闻事件后（瑞银分析师下调了预期，因 Siri 被指控窃听而面临 9500 万美元的和解，以及中国 iPhone 的折扣），股价迅速下跌，这似乎使英伟达获得了成为首家市值达到 4 万亿美元公司的第二次机会。</p>
</div><p>Just because Apple stock is treading water on its first trading day does not mean the rest of the year will be a slog, especially if its Apple Intelligence offering improves by leaps and bounds from its current state in iOS 18.2. With iOS 19 on the way and the potential for upside AI surprises, it’s a mistake to discount Apple stock as it plunges off its recent highs. Though the race to $4 trillion has narrowed, I still think Apple will be the firm to win the race.</p>
<div class="lb-trans"><p>仅仅因为苹果股票在首个交易日表现平平，并不意味着整年都会艰难，特别是如果其苹果智能产品在 iOS 18.2 的基础上有显著改善。随着 iOS 19 的到来和潜在的人工智能惊喜，低估苹果股票在近期高点下跌的表现是一个错误。尽管争夺 4 万亿美元的竞赛已经缩小，我仍然认为苹果将是赢得这场竞赛的公司。</p>
</div><p>Indeed, Apple stock was overbought going into the festive season, making it overdue for a correction. Whether such a correction is over with remains the $4 trillion question. The recent note by UBS, which slashed its estimates over “soft iPhone sell-through,” Apple stock could stay stuck at $236, its current price target on the name, and a few dollars lower than where shares currently sit today at $243 and change per share.</p>
<div class="lb-trans"><p>事实上，苹果股票在节日季节前被过度购买，导致其需要进行调整。这样的调整是否已经结束仍然是 4 万亿美元的问题。瑞银最近的报告因 “iPhone 销售疲软” 下调了预期，苹果股票可能会停留在 236 美元的目标价，这比当前股价 243 美元略低。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/03/imageForEntry39-sRh.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2020/03/imageForEntry39-sRh.jpg"/></p>
<h2>So much for a supercycle!</h2>
<div class="lb-trans"><h2>超级周期的希望破灭！</h2>
</div><p>So, where is that AI-induced iPhone supercycle that many folks on Wall Street were talking about a few months earlier? It may be postponed to later this year, at least according to DeepWater Asset Management’s Gene Munster.</p>
<div class="lb-trans"><p>那么，许多华尔街人士几个月前谈论的由人工智能引发的 iPhone 超级周期在哪里？根据 DeepWater 资产管理公司的 Gene Munster 的说法，这可能会推迟到今年晚些时候。</p>
</div><p>In a prior piece, I highlighted Mr. Munster’s view that June 2025 could mark the start of the upgrade cycle. As to whether it’s new AI features unveiled through WWDC 2025 — which tends to happen in June — that act as the catalyst or something else entirely remains to be seen. I think there’s a good chance WWDC 2025 could pull the curtain on the real “interest drivers” of Apple Intelligence. In its current state, Apple Intelligence isn’t inspiring old phone holders to upgrade.</p>
<div class="lb-trans"><p>在之前的一篇文章中，我强调了 Munster 先生的观点，即 2025 年 6 月可能标志着升级周期的开始。至于是否通过 WWDC 2025 发布的新人工智能功能——通常在 6 月举行——作为催化剂，或者完全是其他因素，还有待观察。我认为 WWDC 2025 有很大机会揭示苹果智能的真正 “兴趣驱动因素”。在目前的状态下，苹果智能并没有激励旧手机用户进行升级。</p>
</div><p>According to a recent survey of about 2,000 people, around 73% of iPhone users said AI features added little or no value.</p>
<div class="lb-trans"><p>根据最近对约 2000 人的调查，约 73% 的 iPhone 用户表示人工智能功能几乎没有或没有任何价值。</p>
</div><p>As time goes on, look for this percentage point to go down, perhaps significantly, especially if Apple can stand taller with its AI ambitions in its second year of Apple Intelligence. Apple Intelligence will only get better from here, but as to whether it’ll get better fast enough to induce a 2025 iPhone upgrade cycle, though, remains to be seen.</p>
<div class="lb-trans"><p>随着时间的推移，预计这一比例会下降，尤其是如果苹果在其第二年苹果智能的雄心壮志上能够更进一步。苹果智能将会不断改善，但是否能在 2025 年引发 iPhone 升级周期，仍然有待观察。</p>
</div><h2>The bottom line</h2>
<div class="lb-trans"><h2>总结</h2>
</div><p>I think Apple stock could be a major mover leading into its WWDC 2025 event, one that’s sure to be packed with more Apple Intelligence advancements. Though only time will tell, I do think the catalyst could help Apple become a $4 trillion company before Nvidia. Personally, I think an announcement of an “Apple-made LLM,” an Apple-made alternative to ChatGPT, could kick off that supercycle many analysts were chatting about in 2024.</p>
<div class="lb-trans"><p>我认为苹果股票在其 WWDC 2025 活动前可能会成为主要的市场推动者，该活动肯定会充满更多的苹果智能进展。尽管只有时间能证明，但我确实认为这一催化剂可能会帮助苹果在英伟达之前成为一家市值 4 万亿美元的公司。就个人而言，我认为 “苹果自制的 LLM”，即苹果自制的 ChatGPT 替代品的发布，可能会开启许多分析师在 2024 年谈论的超级周期。</p>
</div><h2>“The Next NVIDIA” Could Change Your Life</h2>
<div class="lb-trans"><h2>“下一个英伟达” 可能会改变你的生活</h2>
</div><p>If you missed out on NVIDIA’s historic run, your chance to see life-changing profits from AI isn’t over.</p>
<div class="lb-trans"><p>如果你错过了英伟达的历史性上涨，你从人工智能中获得改变生活的利润的机会并没有结束。</p>
</div><p>The 24/7 Wall Street Analyst who first called NVIDIA’s AI-fueled rise in 2009 just published a brand-new research report named “The Next NVIDIA.”</p>
<div class="lb-trans"><p>24/7 华尔街分析师在 2009 年首次预测英伟达的人工智能驱动的上涨，刚刚发布了一份名为 “下一个英伟达” 的全新研究报告。</p>
</div><p>Click here to download your FREE copy.</p>
<div class="lb-trans"><p>点击这里下载你的免费副本。</p>
</div><p>The post Prediction: This Stock Will Beat NVIDIA as the First $4 Trillion Company appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>该文章的标题为：预测：这只股票将成为首家市值 4 万亿美元的公司，首次发布于 24/7 Wall St..</p>
</div>

Prediction: This Stock Will Beat NVIDIA as the First $4 Trillion Company

- Nvidia 和 Apple 竞争 $4 万亿市值，当前市值分别为 $3.39 万亿和 $3.69 万亿。  
- Apple 股价因负面消息下跌，分析师下调 iPhone 销售预期。  
- 预计 Apple Intelligence 将推动股价上涨，可能在 WWDC 2025 前成为首个 $4 万亿公司。

247wallst

预测：这只股票将击败英伟达，成为首个市值达到 4 万亿美元的公司