What is a tech giant? Apple never mentioned metaversity Investors began to imagine its future

Financial Associated Press (Shanghai, editor Niu Zhanlin) news, the current global hot "meta-universe" concept, in Apple's internal is a "taboo topic", but it has not prevented the company from benefiting from it, because investors have taken the initiative to imagine the bright prospects of Apple in the meta-universe field in the future.

Investors and analysts say how Apple will benefit from a virtual world is a core factor in the company's stock price rally in recent months.

Earlier this month, Apple became the first company in the world to have a market capitalization of more than $3 trillion. Investors and analysts say they are betting that Apple will roll out devices that expand reality next year or so and bring potential for new growth in the coming years.

Apple's plans for the future have barely been revealed, though CEO Tim Cook has appreciated such technologies in recent years and said it will be a crucial part of Apple's future.

Katy Huberty, a senior Apple analyst at Morgan Stanley, raised Apple's share target from $164 to $200 last month to account for future values associated with those product lines.

In a note to investors, she wrote: "New product categories need to be repriced, and there is a consensus that when Apple enters this market, it will become a 'catalyst' for the AR/VR consumer market." ”

So far, the metaverse has been a hope and a dream, but proponents say it will eventually become a digital world in which people can work, play, and shop by using virtual avatars. Analysts believe Apple could expand its ecosystem of hardware, software and services into this new space.

Bernstein analyst Toni Sacconaghi recently told investors that apple's shipments of augmented reality devices will reach 22 million units by 2030, which will increase Apple's revenue by 4%, and by 2040, revenue from augmented reality devices will account for more than 20% of Apple's total revenue.

Dan Morgan, senior portfolio manager at Synovus Trust, said: "Many analysts point to the potential for Apple to diversify its business from its core iPhone business to other areas such as AR/VR, metacosms and self-driving cars, although it will take many years for these areas to make a significant contribution to Apple's total revenue. ”