RS142
2021-12-09
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Apple Stock Is On Fire: $3.2 Trillion Market Cap Is Next<blockquote>苹果股票火爆：接下来是3.2万亿美元市值</blockquote>
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As of the writing of this paragraph, shares had gained a whopp","content":"<p>Apple stock (<b>AAPL</b>) has zipped higher. As of the writing of this paragraph, shares had gained a whopping +3.7% in one day to climb above $2.8 trillion in value for the first time ever. Over the past month, AAPL has gained 13%, leaving a flat S&P 500 (<b>SPY</b>) in the dust.</p><p><blockquote>苹果股票(<b>AAPL</b>）已经飙升。截至撰写本段时，股价一天内上涨了+3.7%，价值首次突破2.8万亿美元。过去一个月，AAPL上涨了13%，标普500持平（<b>SPDR标普500指数ETF</b>）在尘土中。</blockquote></p><p> Fueling this next leg higher was a sell-side report on the Cupertino company that pins the stock’s projected market cap at over $3 trillion. Today, the Apple Maven reviews the arguments behind this Wall Street-high price target.</p><p><blockquote>库比蒂诺公司的卖方报告推动了下一轮上涨，该报告预计该股的市值将超过3万亿美元。今天，这位苹果专家回顾了这一华尔街高价目标背后的论点。</blockquote></p><p> <b>Apple’s “next big thing”</b></p><p><blockquote><b>苹果的“下一件大事”</b></blockquote></p><p> The most recent analyst to bump Apple’s price target to $200 per share was Morgan Stanley’s Katy Huberty. The move comes mere days after Wedbush’s Dan Ivesset his projections at that very same level, and a couple of weeks after Tigress Financial’sIvan Feinseth saw 25% upside from late November prices to $199 per share.</p><p><blockquote>最近将苹果目标股价上调至每股200美元的分析师是摩根士丹利的凯蒂·休伯蒂(Katy Huberty)。就在几天前，Wedbush的Dan Ivesses将他的预测定在了同样的水平，几周前，Tigress Financial的Ivan Feinseth认为11月底的价格上涨了25%，达到每股199美元。</blockquote></p><p> Ms. Huberty’s key argument for raising her price target are Apple’s underappreciated growth opportunities in the next few years. More specifically, she sees a pipeline of “next big things” leading to the launch of AR/VR (augmented and virtual reality) devices soon and an automated electric vehicle later.</p><p><blockquote>休伯蒂女士提高目标价的主要论点是苹果未来几年未被充分认识的增长机会。更具体地说，她认为“下一件大事”将很快推出AR/VR（增强和虚拟现实）设备，稍后推出自动电动汽车。</blockquote></p><p> I think that the Morgan Stanley analyst was creative in quantifying the mixed reality opportunity. Katysaidthat 6% of Apple’s revenues come from “products or services that did not exist 5 years prior. [If] that trend continues, AR/VR could generate $29 billion in revenue by fiscal 2026”.</p><p><blockquote>我认为摩根士丹利分析师在量化混合现实机会方面具有创造性。凯蒂表示，苹果6%的收入来自“5年前不存在的产品或服务。[如果]这种趋势继续下去，到2026财年，AR/VR可能会产生290亿美元的收入”。</blockquote></p><p> Should Ms. Huberty be right in her projections, we might be looking at a $150 billion market cap upside from mixed reality alone, which may not even be properly priced into the stock today. I arrive at this figure by applying a 5x price-to-sales multiple (less than the current 7x multiple due to services commanding higher valuations) to the $29 billion annual revenue estimate.</p><p><blockquote>如果Huberty女士的预测是正确的，我们可能会看到仅混合现实一项就能带来1500亿美元的市值上涨空间，而今天的股票甚至可能没有正确定价。我通过将5倍的市销率倍数（由于服务估值较高，低于目前的7倍）应用于290亿美元的年收入估计得出了这个数字。</blockquote></p><p> Worth mentioning, Morgan Stanley was the same research shop to recently argue that Apple’s entry into the mixed reality space would bethe spark of the metaverse revolution. Now, the analyst revisits the idea by suggesting that consumers will pay more attention to this new product category once Apple makes its first move.</p><p><blockquote>值得一提的是，摩根士丹利最近也认为苹果进入混合现实领域将成为虚拟宇宙革命的火花。现在，这位分析师重新审视了这一想法，表示一旦苹果迈出第一步，消费者将更加关注这一新产品类别。</blockquote></p><p> <b>But wait, there’s more!</b></p><p><blockquote><b>但是等等，还有更多！</b></blockquote></p><p> Morgan Stanley’s bullish call does not end with AR, VR and other opportunities further out on the horizon. Katy also cited drivers of potential share price upside in the near term.</p><p><blockquote>大摩看涨的看涨期权并没有随着AR、VR和其他机会的出现而结束。凯蒂还列举了近期股价潜在上涨的驱动因素。</blockquote></p><p> The first is the iPhone in the holiday quarter. While recent reports have offered mixed messages, withat least one suggesting softening demand for Apple’s smartphone in the shopping season, Ms. Huberty has increased her unit shipment projections in fiscal Q1 by 3 million to 83 million.</p><p><blockquote>首先是假日季的iPhone。尽管最近的报告给出了好坏参半的信息，至少有一份报告表明购物季对苹果智能手机的需求疲软，但休伯蒂女士将第一财季的出货量预测提高了300万部，达到8300万部。</blockquote></p><p> Lastly, Morgan Stanleyseesthe App Store tracking ahead of estimates in the current quarter. Services, in fact, could also benefit from newly-launched devices in the future, as new use cases emerge from them.</p><p><blockquote>最后，摩根士丹利认为App Store本季度的表现超出了预期。事实上，随着新用例的出现，服务也可以从未来新推出的设备中受益。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Apple stock has been on fire lately, and partly justifying the rally is Wall Street’s continued enthusiasm. I still believe that AAPL is a great name to hold in a portfolio for the long haul. However, I urge investors to set their return expectations accordingly, asApple tends to perform best off a drawdown rather than an all-time high.</p><p><blockquote>苹果的股票最近一直很火，部分原因是华尔街持续的热情。我仍然相信AAPL是一个值得长期持有的投资组合的好名字。然而，我敦促投资者相应地设定回报预期，因为苹果往往在下跌而不是历史高点时表现最佳。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is On Fire: $3.2 Trillion Market Cap Is Next<blockquote>苹果股票火爆：接下来是3.2万亿美元市值</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is On Fire: $3.2 Trillion Market Cap Is Next<blockquote>苹果股票火爆：接下来是3.2万亿美元市值</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-09 13:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock (<b>AAPL</b>) has zipped higher. As of the writing of this paragraph, shares had gained a whopping +3.7% in one day to climb above $2.8 trillion in value for the first time ever. Over the past month, AAPL has gained 13%, leaving a flat S&P 500 (<b>SPY</b>) in the dust.</p><p><blockquote>苹果股票(<b>AAPL</b>）已经飙升。截至撰写本段时，股价一天内上涨了+3.7%，价值首次突破2.8万亿美元。过去一个月，AAPL上涨了13%，标普500持平（<b>SPDR标普500指数ETF</b>）在尘土中。</blockquote></p><p> Fueling this next leg higher was a sell-side report on the Cupertino company that pins the stock’s projected market cap at over $3 trillion. Today, the Apple Maven reviews the arguments behind this Wall Street-high price target.</p><p><blockquote>库比蒂诺公司的卖方报告推动了下一轮上涨，该报告预计该股的市值将超过3万亿美元。今天，这位苹果专家回顾了这一华尔街高价目标背后的论点。</blockquote></p><p> <b>Apple’s “next big thing”</b></p><p><blockquote><b>苹果的“下一件大事”</b></blockquote></p><p> The most recent analyst to bump Apple’s price target to $200 per share was Morgan Stanley’s Katy Huberty. The move comes mere days after Wedbush’s Dan Ivesset his projections at that very same level, and a couple of weeks after Tigress Financial’sIvan Feinseth saw 25% upside from late November prices to $199 per share.</p><p><blockquote>最近将苹果目标股价上调至每股200美元的分析师是摩根士丹利的凯蒂·休伯蒂(Katy Huberty)。就在几天前，Wedbush的Dan Ivesses将他的预测定在了同样的水平，几周前，Tigress Financial的Ivan Feinseth认为11月底的价格上涨了25%，达到每股199美元。</blockquote></p><p> Ms. Huberty’s key argument for raising her price target are Apple’s underappreciated growth opportunities in the next few years. More specifically, she sees a pipeline of “next big things” leading to the launch of AR/VR (augmented and virtual reality) devices soon and an automated electric vehicle later.</p><p><blockquote>休伯蒂女士提高目标价的主要论点是苹果未来几年未被充分认识的增长机会。更具体地说，她认为“下一件大事”将很快推出AR/VR（增强和虚拟现实）设备，稍后推出自动电动汽车。</blockquote></p><p> I think that the Morgan Stanley analyst was creative in quantifying the mixed reality opportunity. Katysaidthat 6% of Apple’s revenues come from “products or services that did not exist 5 years prior. [If] that trend continues, AR/VR could generate $29 billion in revenue by fiscal 2026”.</p><p><blockquote>我认为摩根士丹利分析师在量化混合现实机会方面具有创造性。凯蒂表示，苹果6%的收入来自“5年前不存在的产品或服务。[如果]这种趋势继续下去，到2026财年，AR/VR可能会产生290亿美元的收入”。</blockquote></p><p> Should Ms. Huberty be right in her projections, we might be looking at a $150 billion market cap upside from mixed reality alone, which may not even be properly priced into the stock today. I arrive at this figure by applying a 5x price-to-sales multiple (less than the current 7x multiple due to services commanding higher valuations) to the $29 billion annual revenue estimate.</p><p><blockquote>如果Huberty女士的预测是正确的，我们可能会看到仅混合现实一项就能带来1500亿美元的市值上涨空间，而今天的股票甚至可能没有正确定价。我通过将5倍的市销率倍数（由于服务估值较高，低于目前的7倍）应用于290亿美元的年收入估计得出了这个数字。</blockquote></p><p> Worth mentioning, Morgan Stanley was the same research shop to recently argue that Apple’s entry into the mixed reality space would bethe spark of the metaverse revolution. Now, the analyst revisits the idea by suggesting that consumers will pay more attention to this new product category once Apple makes its first move.</p><p><blockquote>值得一提的是，摩根士丹利最近也认为苹果进入混合现实领域将成为虚拟宇宙革命的火花。现在，这位分析师重新审视了这一想法，表示一旦苹果迈出第一步，消费者将更加关注这一新产品类别。</blockquote></p><p> <b>But wait, there’s more!</b></p><p><blockquote><b>但是等等，还有更多！</b></blockquote></p><p> Morgan Stanley’s bullish call does not end with AR, VR and other opportunities further out on the horizon. Katy also cited drivers of potential share price upside in the near term.</p><p><blockquote>大摩看涨的看涨期权并没有随着AR、VR和其他机会的出现而结束。凯蒂还列举了近期股价潜在上涨的驱动因素。</blockquote></p><p> The first is the iPhone in the holiday quarter. While recent reports have offered mixed messages, withat least one suggesting softening demand for Apple’s smartphone in the shopping season, Ms. Huberty has increased her unit shipment projections in fiscal Q1 by 3 million to 83 million.</p><p><blockquote>首先是假日季的iPhone。尽管最近的报告给出了好坏参半的信息，至少有一份报告表明购物季对苹果智能手机的需求疲软，但休伯蒂女士将第一财季的出货量预测提高了300万部，达到8300万部。</blockquote></p><p> Lastly, Morgan Stanleyseesthe App Store tracking ahead of estimates in the current quarter. Services, in fact, could also benefit from newly-launched devices in the future, as new use cases emerge from them.</p><p><blockquote>最后，摩根士丹利认为App Store本季度的表现超出了预期。事实上，随着新用例的出现，服务也可以从未来新推出的设备中受益。</blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Apple stock has been on fire lately, and partly justifying the rally is Wall Street’s continued enthusiasm. I still believe that AAPL is a great name to hold in a portfolio for the long haul. However, I urge investors to set their return expectations accordingly, asApple tends to perform best off a drawdown rather than an all-time high.</p><p><blockquote>苹果的股票最近一直很火，部分原因是华尔街持续的热情。我仍然相信AAPL是一个值得长期持有的投资组合的好名字。然而，我敦促投资者相应地设定回报预期，因为苹果往往在下跌而不是历史高点时表现最佳。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/apple-stock-is-on-fire-3-2-trillion-market-cap-is-next\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-is-on-fire-3-2-trillion-market-cap-is-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100693591","content_text":"Apple stock (AAPL) has zipped higher. As of the writing of this paragraph, shares had gained a whopping +3.7% in one day to climb above $2.8 trillion in value for the first time ever. Over the past month, AAPL has gained 13%, leaving a flat S&P 500 (SPY) in the dust.\nFueling this next leg higher was a sell-side report on the Cupertino company that pins the stock’s projected market cap at over $3 trillion. Today, the Apple Maven reviews the arguments behind this Wall Street-high price target.\nApple’s “next big thing”\nThe most recent analyst to bump Apple’s price target to $200 per share was Morgan Stanley’s Katy Huberty. The move comes mere days after Wedbush’s Dan Ivesset his projections at that very same level, and a couple of weeks after Tigress Financial’sIvan Feinseth saw 25% upside from late November prices to $199 per share.\nMs. Huberty’s key argument for raising her price target are Apple’s underappreciated growth opportunities in the next few years. More specifically, she sees a pipeline of “next big things” leading to the launch of AR/VR (augmented and virtual reality) devices soon and an automated electric vehicle later.\nI think that the Morgan Stanley analyst was creative in quantifying the mixed reality opportunity. Katysaidthat 6% of Apple’s revenues come from “products or services that did not exist 5 years prior. [If] that trend continues, AR/VR could generate $29 billion in revenue by fiscal 2026”.\nShould Ms. Huberty be right in her projections, we might be looking at a $150 billion market cap upside from mixed reality alone, which may not even be properly priced into the stock today. I arrive at this figure by applying a 5x price-to-sales multiple (less than the current 7x multiple due to services commanding higher valuations) to the $29 billion annual revenue estimate.\nWorth mentioning, Morgan Stanley was the same research shop to recently argue that Apple’s entry into the mixed reality space would bethe spark of the metaverse revolution. Now, the analyst revisits the idea by suggesting that consumers will pay more attention to this new product category once Apple makes its first move.\nBut wait, there’s more!\nMorgan Stanley’s bullish call does not end with AR, VR and other opportunities further out on the horizon. Katy also cited drivers of potential share price upside in the near term.\nThe first is the iPhone in the holiday quarter. While recent reports have offered mixed messages, withat least one suggesting softening demand for Apple’s smartphone in the shopping season, Ms. Huberty has increased her unit shipment projections in fiscal Q1 by 3 million to 83 million.\nLastly, Morgan Stanleyseesthe App Store tracking ahead of estimates in the current quarter. Services, in fact, could also benefit from newly-launched devices in the future, as new use cases emerge from them.\nThe Apple Maven’s take\nApple stock has been on fire lately, and partly justifying the rally is Wall Street’s continued enthusiasm. I still believe that AAPL is a great name to hold in a portfolio for the long haul. However, I urge investors to set their return expectations accordingly, asApple tends to perform best off a drawdown rather than an all-time high.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":837,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602250193"}
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