科技投资者丹·奈尔斯表示,苹果可能是自现在到年底所有科技七巨头中最好的。

2024-06-18 13:34:38 科普 施梦
科技投资者丹·奈尔斯表示,苹果可能是自现在到年底所有科技七巨头中最好的。

RenownedtechinvestorDanNileshasmadeabullishpredictionforAppleInc.(NASDAQ:AAPL),foreseeingthecompany'sascenttothetopofthe'MagnificentSeven'bytheyear'send.

WhatHappened:Niles,thefounderofNilesInvestmentManagement,hasattributedthisforecasttoApple'snewAIstrategyandpotentialrevenuegrowth,inaninterviewwithCNBC'sFastMoneyonMonday.

"Ithink[Apple]maybethebestofalltheMagnificentSevenfromnowtoyear-end,"Nilessaid.

"Ithink[Apple]maybethebestofalltheMagnificentSevenfromnowtoyear-end,"says@DanielTNiles

Hemakesthe$AAPLbullcaseandexplainswhatcoulddrivethestockevenhigher.pic.twitter.com/0JitVzMBaq

—CNBC'sFastMoney(@CNBCFastMoney)June17,2024Hebelievesthemarket'sfocusonApple'srevenuereportinghasledtoitsstockunderperformanceinthepastsixmonths.

NilesemphasizedthatthenewAIstrategy,whichrequiresthelatestAppledevicestodriverevenue,couldpromptconsumerstoupgradetheiriPhones.Healsosuggestedthat,asseenintheGameStoprally,multiplesmaynotbeasignificantfactoraslongasearningsandfutureprospectsarestrong.

HemadeacompellingcaseforApple'sfuturegrowthandexplainedthefactorsthatcoulddrivethestockevenhigher.

WhyItMatters:Niles'predictioncomesamidApple'srecentstridesintheAIsector.ThecompanyunveileditsgenerativeAIeffortsforiPhonesandiPadsattheWorldwideDevelopersConference(WWDC),amovethatCEOTimCookdescribedasthe"nextbigstep"forApple.ThisdevelopmentisexpectedtosignificantlyenhancetheuserexperienceacrossApple'sproductportfolio.

Niles'predictioncomesontheheelsofApple'sstrongsecond-quarterearningsandtheannouncementofa$110billionstockbuybackprogram.

However,CNBC'sJimCramerhasadvisedinvestorstoconsidertakingprofitsfromtheirAIstockholdings,giventhesector'ssignificantgainsoverthepastweek.ItremainstobeseenhowNiles'predictionalignswiththebroadermarketsentiment.

PriceAction:AppleInc.closedat$216.67onMonday,up1.97%fortheday.Inafter-hourstrading,thestockincreased0.042%,to$216.76.Yeartodate,Applehasgained16.72%,accordingtothedatafromBenzingaPro.

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