(Bloomberg) - Apple Inc. ְ б ϰ Ⱓ 弼 ȸ 1 ߽ϴ. ȭǰ ֽϴ.
3 б 4.3% 908 ̴ м 903 ġԴϴ. ش Ⱓ ƮƮ ġ Ѿ, Apple ̱ ִ Ը ڻ ǥ߽ϴ.
ݿ ô ְ 8.1% 187 ߽ϴ. ̴ 2022 11 ū ̾ϴ. ǥDZ 10% ϶߽ϴ.
б: Apple 1,100 Ը ڻ ȹ ̱ ִ ԸԴϴ.
̹ 簡 ⸦ ٷ ڵ鿡 ȵ Ȱ־. Ʈ ߱ dz 6б 5б Ҹ ߴ. ȸ 2 м鿡 ֱ Ⱓ 5% ̶ ߽ϴ.
Ⱓ ڸ ϰ ִ. ȸ е ڸ ַ ǰ ؼ ⸦ źߴ.
3 30Ͽ ȸ迬 2б ִ 1.53 ߽ϴ. ̴ м 1.50 ʰ ġԴϴ. ִ 25Ʈ 4% ÷Ƚϴ. ̻ȸ ȸ ֽ 1,100 ߰ ϴ ȹ ߽ϴ.
ġ Apple ǸŰ ȭǾ ȸ 5 7Ϻ ̸ ٷ Դϴ. ̶ Apple 1 º ο ù ° Ʈ ο iPad ȹԴϴ.
о: Apple, 5 7 ̺Ʈ , ο iPad
ĶϾ Ƽ뿡 縦 ȸ ٷ ΰ (Generative AI) ȹϰ ֽϴ. 6 ְ濵(CEO) ۷ AI ǥ ̴.
Luca Maestri ְ繫å(CFO) Bloomberg Television Emily Chang 츮 о߿ ڸ ϰ ֽϴ. ߽ϴ. "츮 츮 ġ ִٰ Ͻϴ."
Cook Ͽ Apple ϵ Ʈ ϰ ϰ, ü Ĩ ϰ, ȣ ֿ켱 AI ڵ麸 ΰ Ÿ ̶ ߽ϴ.
ֱ ߱ Apple ȭ ڵ鿡 Ư ̾ϴ. װ Һڵ Ʈ 귣 , δ Ϻ 繫ǿ ܱ ߽ϴ.
īƮ ġ(Counterpoint Research) ù 3 ߱ Ǹŷ 19% ްߴٰ ߴµ, ̴ 2020 ־ б⿴. IDC ش б Ϸ 10% ĸ . 2022 ڷγ19 ߽ϴ.
̷ Ȳ ߱ ̾. ȸ б ߱ 164 â߽ϴ. ġ 1 м 159 ũ ҽϴ.
о: Apple ߱ iPhone ǸŰ 2020 ־ б 19% ް
Maestri ߱ Ǿٰ ߽ϴ. ״ ߱ Ѵ١ ߴ. " д Ͱ ٸ ֽϴ."
Cook iPhone ް ִٴ ϸ鼭 ߱ 信 ߴٰ ߽ϴ. ٸ κп Եƴٰ ״ ߴ.
״ ȭ ȸǿ ٸ ǰ ״ ߴ١ ߴ. "Ƿ 츮 и ؾ ֽϴ."
ÿ, Apple ο ǰ īװ 忡 ٽ Ȱ Ҿ ִٴ ߽ϴ. 2 ۾ ϰ Ϻ " ū " ϳ ֱ⸦ ٶ Ʈ ߽ϴ.
ȸ 2 2 Vision Pro ϸ鼭 ȥ 忡 ߽ϴ. ش ǰ Apple Ϳ ǹ ִ ߰ ȿ ϴ ɸ ֽϴ. Apple Vision Pro Ǹ ġ ʾ ġ ̿ ҷŰ ִٰ ߽ϴ.
ȸ ū ̴ ϴ iPhone ֽϴ. ǰ 2б 460 ÷ ġ 458 Ѿ. ̴ ֽ ̵ ֵǾ ұϰ Apple 513 ް ġԴϴ.
Apple iPhone ణ ū ȭ AI ο Ĩ ̵ ȹԴϴ. Pro ĸó ο ư ߰ ܿ ϰ Դϴ.
е б ϶ ̾ 55 6õ ߽ϴ. ̴ ֳθƮ ġ 59 1õ ũ ġԴϴ. ǰ ó Apple 1 iPad ϵ ̵ ʾҽϴ. ġ ̹ б ̸, ﴭ ֿ Ǹſ Դϴ.
Mac 74 5õ ÷ ġ 67 9õ Ѿϴ. 3 M3 Ĩ Ʈ ο MacBook Air Ȱ ϴ. Apple AI ɿ ο ߰Ͽ M4 μ ž ù ° Mac ȹ̶ Bloomberg News ߽ϴ.
б: Apple, AI M4 Ĩ Mac ǰ ü
Apple , Ȩ ι 79 1õ ÷Ƚϴ. ̴ ġ 82 9õ Ǹ 10% ġԴϴ. ֽ Apple Watch ̵忡 Ұ ȸ ȭ Ȱȭ õ Ҽ ذ ߽ϴ.
ι 14% 239 κ ߽ϴ. ̴ ƮƮ ġ 233 Ѿϴ. īװ Apple Music, TV+ Ʈ ÷ iCloud Ե ַ App Store մϴ.
籹 з ް Apple տ 3 ÷̽ ؾ մϴ. ο 濡 ϴĿ ̱ ȭ ʿ ִ.
AI Apple 10 ū : QuickTake
ȭ ߿ Apple 濵 忡 ȸ ߽ϴ. Cook ƽþ 湮 εþ Ե˴ϴ.
Cook ̷ 츮 Դϴ. ߽ϴ. α ϰ ֽϴ. 츮 ǰ ̷ ֽϴ.
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Tesla ֽ AI ġ ǰ ֽϴ
( Bloomberg News)
(Bloomberg) -- Elon Musk Tesla Inc. ִٰ 쿡 Tesla Inc. ϱ⸦ մϴ. ֽ ̹ ȸ簡 ش ڵ带 صߴٰ ϴ ؿ ŷǰ ִٴ Դϴ.
ڵ ü ְ AI ڷ θ ˷ ִ Ŵ Nvidia Corp. Microsoft Corp. Դϴ. Ŵ ġ ϰ ִ ݸ, Tesla EV 䰡 ȭǰ ֱ ϰ ֽϴ.
κƮƮ(Roundhill Investments) ̺ (David Mazza) ְ濵(CEO) ӽũ ü ̻ ⸦ ̴ ٽ ȿ ִ١ ߴ. "ٽ ̾߱ ξ Ʊ ǰ ְ ϶ ұϰ ְ ʴٰ մϴ."
ֽ 33, ũμƮ 30迡 63迡 ŷ˴ϴ. Tesla Ϳ м 밡 ؼ 鼭(Ư 1б ), ĸ ϰ ֽϴ.
Tesla Ҿ ӿ ְ ٷ ֱ ߽ϴ. ӽũ AI б⺰ ǥ ְ ȯ ƴ. ȸ簡 ߱ Ʈ ٴ ҽĿ Ծ 24% ̻ ߽ϴ. ݿϿ ӿ ְ 1.8% ߽ϴ.
̷ ǥ ӽũ ڵ鿡 ȥ ñ Խϴ. κ м ȭ ƴϴ ɸ ̶ ϴ Դϴ. Tesla EV ȭ ް 2020 ó б⺰ Ǹ Ҹ ߽ϴ. Դٰ Ѷ ȸ ֿ Ʈũ Ʈ Դϴ.
߿ Tesla ڵ ۳ ڻ General Motors Co. Cruise ̶ ֱ Musk ü ܿ ڵ鿡 ʾҴٴ Դϴ. ڵ ٰ AG Ƹ AI 2022 ȴ. 8 κýø ȹ̴.
ڼ : ӽũ ڵ ʿ ʴٰ ϴ ߱ Tesla ŷ
C Ÿ(Sanford C Bernstein) ֳθƮ ڳ(Toni Sacconaghi) ڵ ƴ ٸ ¸ Ȯ ʴ١ ߴ. м Tesla ϱ Ʈ ϸ鼭 ϻ Ե 巯½ϴ. Ʈ 䰡 Ƚϴ.
Nvidia Microsoft ǽ AI ڰ ߽ϴ. Ĩ üμ Nvidia AI ߿ ʿ ǻ ۾ ϴ Ϳ ϴ ӱ ϰ ֽϴ. OpenAI ū ڸ Microsoft ̹ AI ǰ 䰡 Ű Ȯϰ ֽϴ.
Tesla ðѾ 5,740 մϴ. ̴ General Motors Co., Ford Motor Co. Toyota Motor Corp. ġ ģ ͺ ũ ٽ EV ֽϴ. Evercore ISI м Chris McNally ȸ ðѾ ̸ ڵ ΰ ֽϴ. DataTrek Research Nicholas Colas ٸ м ȸ ְ 80% ̷ ¿ ִ Ÿϴ.
о߿ ǰ ִ. Tesla ̷ Ȯ ֽ dz ġ ڵ Musk οϴ û ġ ݴϴ.
ͷƼ Ŀ(Interactive Brokers) Ƽ ҽ(Steve Sosnick) " žӿ ֽԴϴ." ߽ϴ. ̰ ȯ ̵ ϴ Elon Musk ɷ¿ Դϴ. ȸ κ dz ҽϴ.
Ʈ
Apple Inc. ̻ȸ ߰ 1,100 Ը ڻ ߴٰ ǥϸ鼭 ִ Ը ̱ ڻ ǥ߽ϴ. ̷ν iPhone ü ̱ ǥ ִ ȯ ġ ü Ѿ Դϴ.
ְ
- Apple iPhone ǸŰ ްϰ ϴ Ϳ ¼ ߱ б⺰ Ͽ ڵ ߽ϴ.
-
ߵ ûҳ Ҽ ̵ ÷ ϴ Ҽ ֵ ȣ ߱ TikTok ÷ ̿ ϴ ȣ α ִ ̱ åӰ ְ شٰ մϴ.
- ̼ڸ Ҽ ̵ ǵ带 ϴ ȸǿ Albany ȸ ϴ.
- ũμƮ(MS) ɰ ̹ ߴٴ ŷ ȸ ȭϱ ڻ ǰ 쿡 åڸ ߰ߴ.
- Silicon Valley Bank ȸ SVB Financial Group ڻ ó ijŻ ι Pinegrove Capital Partners 迭翡 Űϱ ߴٰ ϴ.
ݿ
-
- Ʈ
--Subrat Patnaik .
(5° ܿ ֽ ֽ ߰մϴ.)
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Ozempic, Zepbound ڸ ѱ ϴ ڴ ϴ.
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(Bloomberg) -- ü ʹ Ǿ ġ ȸ ְ ų ֽϴ. ġ ɸ Դϴ.
Amgen Inc. CEO ιƮ 귡(Robert Bradway) ֻ ʱ "ſ "̶ , ݿ ְ 16% 2009 ū ߽ϴ. ο Ͱ ʾ ұϰ Դϴ. ߰ ܰ 迡 ִ ۵DZ Դϴ.
CEO ߾ Amgen ְ ½ Ӹ ƴ϶ ũ Ʈ Wegovy Ozempic Novo Nordisk A/S 5% ̻ ϶ϴ. ü ֻ Zepbound Eli Lilly & Co. ݿ ŷ 3% ϶߽ϴ.
ġ Ը ϴ ˴ϴ. Goldman Sachs м 2030 1,000 ̸ ߽ϴ. ϴ Novo Nordisk ðѾ 5,000 Ѿ, ġ ִ μ ȭ߽ϴ. ȸ. ְ 12 75% ̻ ߽ϴ.
뺸(Novo) (Lilly) Ļ ü ڿ ϴ ȣ ۷ī Ÿ̵-1(GLP-1) ϴ θ ֽϴ. ̷ ̷ ִ ĺ ٸ ֽϴ.
ϴ.
ü- ü ϴ 2κ Ÿ̵(MariTide) (Wegovy) ٿ(Zepbound)ʹ ٸ ۿϸ ְ ƴ Ŵ Ѵ. ʱ ȯڵ 12 ü 14.5% Ÿϴ.
ΰ/ ĸ
Boehringer Ingelheim GmbH Zealand Pharma A/S ȣ ۷ī GLP-1 ְ ֻ縦 ϰ ֽϴ. Ŵ ȯ Ÿ̵(survodutide) ˷ Ʈϰ , ߰ ܰ ϴ.
ŷ ġ
ĶϾ ȣ߿ 縦 Viking Therapeutics Inc. ü ˾ ֻ ϰ ֽϴ. ˾ ʱ ȯڵ 28 ü 3.3% Ÿϴ. ֻ翡 ٸ ȯڵ 13 ü 14.7% Ÿϴ. ֻ 2 Ϸ, ߰ ܰ Ű ֽϴ.
鿪
Altimmune Inc. pemvidutide GLP-1 ۷ī̶ ȣ Ͽ ȯڰ Wegovyŭ ü ϴ ־ϴ. ߰ܰ ӻ迡 ü ֻ ۿ ҵ ּȭߴ. ȸ Ϲݱ ̱ ǰǾ౹(FDA) ȸǸ ȹ ̴.
ġ
Ʈ ǻƽ(Structure Therapeutics Inc.) 汸 ü GSBR-1290 ʱ ܰ , ȯ ü 4.9% , ۿ ߴ ȯڴ ϴ. ȿ.
ƽƮī/
AstraZeneca Plc ߱ Eccogene Բ ϰ Ϲ ֻ纸 ִٰ ߽ϴ. Bloomberg Intelligence John Murphy Sam Fazeli ECC5004θ ˷ 汸 Ӿ ʱ ܰ ܰ迡 " ñ ҿ˴ϴ" մϴ.
ȭ
ȭ(Pfizer Inc.) ۿ ٴ ۳ ü ˾ ٴ۸ 1 2ȸ ߴ߽ϴ. ȸ 1 1ȸ Ʈϴ ʱ ܰ迡 ȿ ϰ ִ.
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