蘋果市值超車羅素 2000，伍德唱衰：AI 破壞力強大

方舟投資（Ark Invest）明星基金經理人凱薩琳伍德（Cathie Wood）警告，受 ChatGPT 等人工智慧（AI）科技的衝擊，蘋果（Apple Inc.）當前 2.73 兆美元的市值恐將不再合理。

伍德14日透過Twitter表示，蘋果為支付、健康照護提供大型買權，但基礎業務成長逐漸停滯，高毛利的應用程式（Apps）平台也可能因ChatGPT外掛出現而難以繼續扮演仲介角色。

Apple offers big calls options in payments and health care, BUT its base business is stagnating and its high-margin Apps platform could be disintermediated by ChatGPT plugins. Given these risks, $AAPL’s call options must work in a big way to justify this valuation. https://t.co/AKzyGqNjyI

— Cathie Wood (@CathieDWood) May 14, 2023

鑒於上述風險，伍德警告，蘋果買權得設法奏效並帶來龐大收益，才能讓如此高的市值顯得合理。

蘋果已於14日超越羅素2000指數（Russell 2000）追蹤的1,917檔小型股全體市值。

Apple $AAPL is back to being bigger than all ~2,000 small-caps in the Russell 2,000. The last time it happened, it didn’t last long. pic.twitter.com/T6e5VKc5iF

— Bespoke (@bespokeinvest) May 14, 2023