오늘 밤 아이폰 16 발표, 애플 주식 조심해라(ft.Bob O'Donnell 테크놀로지 리서치)

어 안녕하세요 여러분 이번에는 제가 외국 전문가분들 모셨습니다 예 밥 오 도닐 맞습니다 예 어 있고 너무 반갑습니다 땡큐 땡큐 땡큐 저는 메일경제 tv's 아나운서를 하고 있는 박지원이 합니다 아 예 감습니다 오늘 좀 통역을 도와주실 건데요 예 게스트 분도 자기 소개 한번 좀 부탁드려 보겠습니다 어 테크 애널리스트 바이고 그리고 블룸버그 cmbc 뭐 월스트리트 저널에서 기사도 쓰시고 칼란도 쓰시고 인터뷰도 많이 나오시는 정말 유명한 가십니다 우리 글로벌 채널 되는 거예요 글로벌 채널이 하지만요 아 than you much Thank you much TECH anal research president and anal bobal joins US to discuss app upcoming TECH event and whether We are a 니다 그럼 먼저 질문 예 어 우선은 저희가 이제 애플 발표가 얼마 안 남았기 때문에 애플 먼저 여쭤보도록 하겠습니다 이제 아이폰 16 출시 이벤트가 있는데 이제 어 이게 스마트폰 이제 나오게 되면은 새로운 이제 워치라 그가 뭐 아이팟도 나올 거고 여러 가지 나올 거 아니에요 어 저 갤럭시네일 얼마나 지금 활력을 불러도 있을까 좀 궁금하긴 합니다 저도 이게 so meent always been Launch the year Before The holidays here in the US So it's always been the new iphones and of course then the Apple Watch Now it's the 10th anniversary of the Apple Watch airpods have been out for several years Now As well so the focus in the past has always been on the hardware the problem that We're in right now is that apple's hardware changes from generation to generation are getting very small you know a slight improvement in speed a little B better Camera you know the screen size is 0.2 in bigger you know very small changes So it's hard to get too excited about a lot of the hardware the big story and and you hinted at it is around AI Now apple introduced apple intelligence you know at wwdc conference earlier this year and so and they said You're going to need at least an iPhone 15 and whatever comes after that Which of course will be the iPhone 16 um in order to run the apple intelligence features and so the question for me for investors and everyone to watch tomorrow at the event I'll be there attending It is you know are the AI features enough to get people to upgrade their phones honestly I don't think the hardware is probably going to be enough you know People have gotten to the point Now uh I'm Sure It's true in Korea and US and around the world where you know we don't upgrade our phones every year every Two years It's more like every three or four years so That's not going to dramatically change unless we Start to see enough of these features that people say Oh I really want to have that So that to me is the big Question is will those Apple intelligence features be compelling enough to get more people to buy 안 그래도 저 궁금했던게 이제 기대치를 만족 못하면 주가가 발표 이후에 하락할 수도 있을 것 같은데 투자자들이 그 애플 이벤트에 주목해야 될 핵심 요소가 어떤 건지 좀 이거를 여쭤보면 좋을 것 같아요 are going to take a while to Roll out and the other issue is initially a lot of it is only going to be available in the US a number of the large language models Don't Support all the languages that they need to and of course a big question mark is China And what kind of AI features is apple going to be allowed to do in china in china course is a big market for Apple so I don't think we see immi 그면 중국인 이유가 뭔지 좀 더 여쭤볼까요 clearly the future of the smartphone market they've got a lot of work that they've been doing you know but they also have some of their own challenges because again if we see that Chinese consumers are looking for AI features there going to be questions about what even Huawei is going to be allowed to do so you know I I think there could be an issue obviously There's been a lot of concerns in the Chinese market around getting you know the government encouraging people to buy domestic brand inter to seean you know I don't think there Huawei can do day one day That's really make dr to so you know again one more of the puz 같고 자체에서 뭐 화웨이를 내놓고 있고 중국에서 화웨이를 사용을 하도록 정부에서 강요를 하고 있긴 한데 이게 얼마나 애플 전체적인 그 시장으로 봤을 때는 영향을 줄 수 있을까에 대해서는 좀 의문이 있다라고 하네요 예 그리고 이제 AI 이제 앞으로 지금 AI 시대니까 빅테크 중에서 이제 애플에 대한 AI 기대감이 좀 많이 있잖아요 이거 얼마나 지금 보여줄 수 있을까 좀 예상되는게 있는지 좀 을요 think long lasting impact initially because I think this is going to take a long time you know the question for me as I said at The Beginning is can Apple figure out how to make AI more intuitive and more interesting for more people the we have right now you know Microsoft has announced a bunch of AI features Google has announced AI features um uh you know meta Of course and all these companies have allc and Open AI have announced these AI features and people are they're interested in and they're playing with them and they're trying them but they're not regularly using them yet because I don't know how they It would translate into korean but the idea of a parlor trick It's something It's a cool demo It's fun but you don't really use it and so Question is can apple Do something that gets people to say Oh this is great I want to use this all the time but even If they do that the problem is still again initially only in the US or other English speaking countries so even If they figure something out the impact for the worldwide market which is you know what I think most people are going to want to watch is going to take a while so I definitely think that you know It's going to be a while I don't see Apple being the next nvidia when it comes to AI I think There's a lot of other things going on in other places That would happen first I actually agree on that because onice AI on Samsung it wasn't that It was actually attracting but it didn't really react that much People who actually used it didn't find it that useful exactly and you people and Can you Can tye I can have it few things like but make Feel like I'm ching theice therefore make I have to have was Oh That was f 에서도 했었잖아요 그고 저희가 이제 인터뷰 전에도 잠깐 이야기를 나눴었는데 온디바이스 물론 신기하긴 한데 이게 정말 사람들의 일상 속에 스며드는 데까지는 아직 시간이 좀 걸리잖아요 애플한테 마찬가지다 이거죠 애플이 온디바이스 AI 적용을 한다고 한들 이게 얼마나 정말 많은 사람들의 삶에 변화를 주기까지 있어서 빠르게 시간이 걸릴지는 주가인 측면에서도 시간이 걸릴 거고 그게 디아를 대하도 시간이 걸릴거다 예 그러면 지금 애플 주가가 좀 고점이 있는 상태인데 그러면 이번 이벤트에 어떻게 반응할까 좀 여쭤볼 수 있을까요 ands within one we or so will because again have and these new are will take time and time and time so That's That's my bel 잠깐은 있을 수 있지만는 언제든 안정화를 되찾을 것이다라고 하고 있습니다 그리고 내일 직접 그 애플 현장에 가실 예정이거든요 그래서 또 현장에서 어떤 재미난 이야기를 해 주실지도 기대가 됩니다 궁금한게 현장에 가시면 그 보자마자 거기서 바로 매수 매도도 하시는지 뭐 본인뿐만 아니라 주변 사람들이이 좀 궁금하거든요 Don't stocks 직접 이제 여기에 종사하시는 분으로서 매매를 하진 않고 있고 사실 저는 애플을 갖고 있는 주주로서이 이벤트가 끝나고 개인적으로 올라갔으면 좋겠다라는 바 그렇게 말씀하셨다 알겠습니다 예 그럼 이제 엔비디아로 한번 여쭤보도록 할까요네 [음악] he [음악] [박수] [음악]