| Ʒ Ư ũ(valuewalk.com) 2024 2 2 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
ݿ(2 2) Ÿ ÷(Meta Platforms: NASDAQ--META) ó ִ 50Ʈ ϱ ǥ ߴ. (APPLE: NASDAQ—AAPL) ̹ Ⱓ б ؿ, ͷ Ÿ , ͺ ο Ϳ Ҷ ̴.
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, ڵ ݿ Ÿ ֽ 21% ¿ ٸ ߿ ű״ǼƮ 7 ؼ ȴ. غѴٸ, ֵ鿡 Ǹ ġ ̴.
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б ߱ ֱ ٸ ֿ ؼ . ϳ ٷ (Vision Pro) ô. δ ݿϺ 忡 ְ Ǿ.
δ ȥ(mixed reality: MR), (augmented reality: AR) ̶ , ⼭ ǹ̸ ʿ . ߿ ǰ ݱ ߴ Һ ⡱ ڶߴٴ ̴.
̴ ̸, ϳ 3,499.99 û ڽŰ ִ δ. 츮 ǰ Ѹ ì ȸ翡 ϰ ִ ƴϴ. ̸, ¿ 3,500 ̴.
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, ũ CEO ǥ ۷ݿ AI ϰ Ǿ ִ. AI ð Ѱ ִٰ ƴϴ. ۷ݿ --AI 翬 Ե--̷ 鿡 ϰ ִ١ ߴ.
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б κ ̶͡ ߴ. , ̰ θ ִ ƴϴ.
߱ 1б иϴ. ߱ 208 13% ߴ.
ݿ Ÿ ÷ ̲ ߿ ְ ϶ ̴. ұϰ, CFRA ֳθƮ (Angelo Zino) ߱ հ̱ , ƽþ δ.
״ ߱ Ҵ ϶ ǹ, ƽþ , ġ (installed base: ϰ ִ ) , ι +10% ̴ ǥ١ ߴ.
ÿ ǰ߰ 210 ǥ δ. ɰ ƴ, ߱ ڵ ũ 鿡 ϰ ִ ߸ ɼ .
ƹư б 1,190 2% ߰, ִ 2.18 16% ߴ. ̱ , ű״ǼƮ 7 μ Ư ︸ ƴϴ.
μ ٸ鼭 Ѻ ܿ . Ʈ ΰ, ƴϸ ΰ? ǰ AI ž翡 Ȯ ο ΰ ִ ϱ? ̷ ̽ Ǯ ̰, ߰ ֽĿ ߸ ̴. <>
* ó: ̺ Ƶ(David Moadel), ĮϽƮ, "Apple Stock: China Challenges, AI Teaser and an Ultra-Pricey Headset," 2024 2 2, https://www.valuewalk.com/apple-stock-china-ai-ultra-pricey-headset/
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