Hello, this is Jessie. Apple has been attracting attention for the on-device AI announced at the recent WWDC. This technology performs data processing directly within the device, protecting user personal information and providing fast and efficient performance. The market has responded positively, with Apple's stock price rising by 10% in the ten days following the announcement. I am currently using an iPhone 12 Pro purchased four years ago. However, since the AI feature announced this time will only be supported on iPhone models 15% or newer, I will probably upgrade to the iPhone released this year. Not only me, but with the increasing global demand for new iPhones, the company that benefits the most from the on-device AI integration in iPhones is Apple. If you think Apple will do well, investing directly in Apple is the most rational choice. Instead of complicating things by looking for and analyzing various supply chains, investing in Apple itself is better.

It's a strategy. Apple has a policy of maintaining various suppliers, so it is difficult for a specific company to gain exclusive profits through transactions with Apple. For example, even in the case of major components such as displays or memory semiconductors, Apple has created a competitive structure among at least three companies. Therefore, rather than looking for stocks that benefit from Apple, investing in Apple itself would be much more effective. To me, Apple is a stock that has brought considerable profits, following Nvidia. I bought an additional 45 trillion worth of Apple stocks before the recent heat wave, and it turned out to be a choice without regrets. The reason I bought more shares of Apple, the second largest holding after Nvidia, is that one day while lying on the living room sofa, I saw a HomePod mini in the distance. Now I only use it to check the weather and time, but that's not all that the speaker...

I thought it would be nice to easily check various information while lying down like this, thanks to the AI ​​function. If AI functions are added to HomePod Mini, it will be able to provide real-time answers to various questions beyond simple voice commands. It would be very convenient and fun, right? In other words, no matter how many companies focus on R&D, ultimately, the gateway to using it will be through Apple's tens of billions of devices spread worldwide. Since Apple has already announced Apple AI support on all Apple devices such as iPhone, iPad, Mac, etc., it seems that the day to use AI functions on all Apple devices around the world will come. Some criticize that Apple is late in introducing AI, but Apple tends to prepare a perfect user interface even if it's late in adopting new technologies. This time, too, Apple is doing that.

We expect to present high-quality AI features as part of our strategy. We believe this is an effort to provide Apple's differentiated user experience beyond simply adopting existing AI technology. Apple's stock price has been steadily rising with technological innovation, and we expect this trend to continue with this AI announcement. Apple has strengthened its consumer base with a solid demand, which is also why Warren Buffett invested in Apple. Therefore, investing in Apple seems to promise good long-term results. Avoiding complicated and complex investment methods, it seems wise to invest directly in Apple if you think the iPhone will do well. Investing like bowling directly in Apple is considered the most efficient and wise investment strategy, rather than trying to appear cool by investing in a complicated way.

I should keep in mind to thank you for watching today's video, and see you next time.

애플의 온디바이스 AI, 최고 수혜주는 '이 주식'

투자와 일상, 성공과 실패, 경제적 자유, 그 여정의 기록

애플의 온디바이스 AI, 최고 수혜주는 '이 주식'

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