<transcript><audio_39> 2016을 내놓는다고 했는데 거기에 애플 인텔리전스 생성형 AI를 갖다가 결합한 걸 내놓겠다고 했는데 실제적으로 이제 출시를 하면서 이 소프트웨어 접목하는 게 늦어져 가지고 그 늦어진 이유는 아마 추정하곤 데 애플은 그 어떤 회사보다 사용자 개인정보 보호를 아주 월등히 중요하게 여깁니다. 그러니까</transcript><transcript><audio_40> 애플 개발자들 입장에서는 다른 걸 개발하기도 힘든데 여기에 몇 단계 더 고난도로 개발을 해야 되니까 그 시점이 늦어졌어요. 그러니까 올해 하반기는 안 되고 내년에 1분기 들어가서부터 애플 인텔리전스가 본격적으로 시연이 되는데</transcript><transcript><audio_41> 애플의 주가가 떨어졌어요. 무슨 말이냐면 시장에서 이미 생산량 AI를 접목하지 않으면 거기에 매출과 주가가 떨어질 수밖에 없다는 컨센서스가 이미 적용되어 있다. 이렇기 때문에 애플 주가가 떨어졌고 사실은 바꿔 얘기하면 올해 한 3개월 정도를 기다리시면 내년 1월부터 애플이 사실은 애플 인텔리어스가</transcript><transcript><audio_42> 네 그렇군요. AI 시장 점점 확산되고 있고 돈을 지금 벌어오고 있는 상황이다 라고 이야기해 주셨는데 그렇다면 모건스탄이가 바이러스에 대해서는 어떻게 생각하시나요?</transcript><transcript><audio_43> 삼성전자와 SK하이닉스의 목표 주가를 하향 조정하는 보고서를 보시고 어떤 생각이 드셨나요? 저도 너무 과하다는 생각이 들었고 첫 번째는 과하다는 생각, 두 번째는 시점이 우리가 추석 연휴 9월 시간에</transcript> Apple released the iPhone 60.  They said they would release something that combines Apple's intelligence generation with AI, but in reality, it has been delayed in incorporating this software during the launch. I guess the reason for the delay is that Apple has not done anything.  It is a role where user privacy is more important than that of the company. So, from the Apple developers' perspective, it is difficult to develop anything else, but since it requires several more stages of development, the timing has been delayed. So, it will not be in the second half of this year, but in the first quarter of next year. Apple Intelligence is now being implemented in earnest, and because of that, Apple's stock price has fallen. What this means is that there is already a consensus in the market that sales and stock prices will inevitably fall unless we take production AI and apply it. This is why Apple  The stock price has fallen, but to put it another way, if you wait until the third quarter of this year, around March 3rd, from January next year, when Apple actually applies Apple Interress, then the stock price and sales will go up as well. From this point of view, it would be good to look at Apple-related stocks as well. That's right. You mentioned that the AI ​​market is expanding and money is being made right now, but Morgan Stay talked about the semiconductor winter and set target stock prices for Samsung Electronics and SK Inix. A report that downgrades  What did you think when you saw it? I also thought it was too much. The first thing is that I thought it was too much. The second thing is that we paid the Chuseok holiday in September or October.
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