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2021-12-23
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Apple Stock: Will The Apple Car Be The Ultimate ‘Tesla Killer?’<blockquote>苹果股票：苹果汽车会成为最终的“特斯拉杀手”吗？</blockquote>
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But in the near-term, it’s likely alr","content":"<p>Apple’s EV catalyst may help to boost returns in the long run. But in the near-term, it’s likely already priced into AAPL stock.</p><p><blockquote>从长远来看，苹果的电动汽车催化剂可能有助于提高回报。但在短期内，它可能已经反映在苹果公司的股票中。</blockquote></p><p> Last week, we broke down Apple stock and its metaverse catalyst. Specifically, why the tech giant’s move into AR (augmented reality) and VR (virtual reality) hardware may give shares only a slight boost, at best.</p><p><blockquote>上周，我们分析了苹果股票及其元宇宙催化剂。具体来说，为什么这家科技巨头进军AR（增强现实）和VR（虚拟现实）硬件最多只能给股价带来小幅提振。</blockquote></p><p> Now, let’s look at a potential catalyst that may be more of a needle-mover: the company’s Apple Car project. If its development and launch are successful, it’s not far-fetched to believe this fully autonomous electric vehicle (EV) could give top early-stage names in this space, like Lucid and Rivian, a run for their money.</p><p><blockquote>现在，让我们看看一个潜在的催化剂，它可能更像是一个推动因素：该公司的苹果汽车项目。如果其开发和推出成功，相信这款全自动电动汽车(EV)可以与Lucid和Rivian等该领域的顶级早期品牌竞争并不牵强。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4c0f33eddb42a2022a11999bb87bf2\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple Car prototype.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果汽车原型。</span></p></blockquote></p><p> Not only that, but the Apple Car may also have a shot of grabbing substantial market share from current leader Tesla. However, before putting in a buy order, let’s take a closer look at this catalyst, and its potential near and long-term impact on Apple shares.</p><p><blockquote>不仅如此，苹果汽车还可能有机会从目前的领导者特斯拉手中夺取大量市场份额。然而，在下买入订单之前，让我们仔细看看这种催化剂及其对苹果股票的潜在近期和长期影响。</blockquote></p><p> <b>AAPL Stock and its Apple Car Catalyst</b></p><p><blockquote><b>AAPL股票及其苹果汽车催化剂</b></blockquote></p><p> Before diving in, here’s a brief overview of Apple and its EV project. For years, the company has been at work developing an electric vehicle.</p><p><blockquote>在深入研究之前，先简要介绍一下苹果及其电动汽车项目。多年来，该公司一直致力于开发电动汽车。</blockquote></p><p> Before, it was designing both a limited self-driving vehicle, as well as a fully self-driving vehicle. Working on both projects at the same time made sense. It would enable it to launch an EV before fully autonomous capabilities became available.</p><p><blockquote>之前，它既设计了一款有限的自动驾驶汽车，也设计了一款全自动驾驶汽车。同时做这两个项目是有意义的。这将使其能够在完全自主功能可用之前推出电动汽车。</blockquote></p><p> But now, with a new leader in charge of the project (Kevin Lynch),Apple is putting all its eggs in the fully autonomous basket. Speeding up its timeline, the company is targeting a 2025 release date for its fully autonomous EV.</p><p><blockquote>但现在，随着负责该项目的新领导人（Kevin Lynch），苹果正在将所有鸡蛋放在完全自主的篮子里。该公司加快了时间表，目标是2025年发布全自动电动汽车。</blockquote></p><p> Given its track record, there are high expectations that Apple will meet this deadline and bring out a possible “Tesla killer” in less than four years. However, that’s not to say it’s a foregone conclusion.</p><p><blockquote>鉴于其过去的记录，人们对苹果将在这一最后期限前完成并在不到四年的时间里拿出一个可能的“特斯拉杀手”抱有很高的期望。然而，这并不是说这已成定局。</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> Unlike its metaverse catalyst, the Apple Car may offer a lot more upside potential. As Morgan Stanley’s Katy Huberty argued back in November, its launch of a fully self-driving EV could ultimately double both its revenue and market cap.</p><p><blockquote>与元宇宙催化剂不同，苹果汽车可能会提供更大的上涨潜力。正如摩根士丹利(Morgan Stanley)的凯蒂·休伯蒂(Katy Huberty)去年11月所言，其推出全自动驾驶电动汽车最终可能会使其收入和市值翻一番。</blockquote></p><p> The sell-side analyst pointed to many factors to support her case — the company’s large customer base, for one. Also, there is Apple’s past success diving into uncharted territory. For example, the company was a latecomer to mobile communication devices when it launched the iPhone, but it currently holds 23% of the market and growing.</p><p><blockquote>这位卖方分析师指出了许多因素来支持她的观点，其中之一是该公司庞大的客户群。此外，还有苹果过去潜入未知领域的成功。例如，该公司在推出iPhone时是移动通信设备的后来者，但目前它占据了23%的市场份额，并且还在增长。</blockquote></p><p> That said, while it has a strong chance of finding success, the Apple Car could still hiccup moving to the delivery stage. In fact, it’s already dealing with some hurdles right now, as seen from recent news of the project losing key engineers to rivals.</p><p><blockquote>也就是说，虽然苹果汽车取得成功的机会很大，但在进入交付阶段时仍可能遇到困难。事实上，它现在已经在应对一些障碍，从最近该项目将关键工程师输给竞争对手的消息就可以看出。</blockquote></p><p> On top of this, with AAPL stock already trading at a stretched forward earnings multiple, this catalyst may already be factored into its valuation. Ms. Huberty sees EV as something that could one day double the share price. Still, her current price target of $200 per share is less than 20% above the $170 per share that AAPL trades for today — suggesting that much of the Apple Car upside to the stock may not come until beyond 2022.</p><p><blockquote>最重要的是，由于苹果公司股票的预期市盈率已经很高，这一催化剂可能已经计入其估值中。休伯蒂女士认为电动汽车有一天可能会使股价翻倍。尽管如此，她目前每股200美元的目标价比AAPL今天每股170美元的交易价格高出不到20%，这表明苹果汽车对该股的大部分上涨可能要到2022年之后才会出现。</blockquote></p><p> Bottom line: the Apple Car may be something that helps the company and stock deliver solid long-term financial results and market gains, respectively. At the same time, it may fail to give shares a big jolt in the coming months.</p><p><blockquote>底线：苹果汽车可能会分别帮助公司和股票实现稳健的长期财务业绩和市场收益。与此同时，它可能无法在未来几个月给股价带来大的震动。</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: Will The Apple Car Be The Ultimate ‘Tesla Killer?’<blockquote>苹果股票：苹果汽车会成为最终的“特斯拉杀手”吗？</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: Will The Apple Car Be The Ultimate ‘Tesla Killer?’<blockquote>苹果股票：苹果汽车会成为最终的“特斯拉杀手”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-23 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s EV catalyst may help to boost returns in the long run. But in the near-term, it’s likely already priced into AAPL stock.</p><p><blockquote>从长远来看，苹果的电动汽车催化剂可能有助于提高回报。但在短期内，它可能已经反映在苹果公司的股票中。</blockquote></p><p> Last week, we broke down Apple stock and its metaverse catalyst. Specifically, why the tech giant’s move into AR (augmented reality) and VR (virtual reality) hardware may give shares only a slight boost, at best.</p><p><blockquote>上周，我们分析了苹果股票及其元宇宙催化剂。具体来说，为什么这家科技巨头进军AR（增强现实）和VR（虚拟现实）硬件最多只能给股价带来小幅提振。</blockquote></p><p> Now, let’s look at a potential catalyst that may be more of a needle-mover: the company’s Apple Car project. If its development and launch are successful, it’s not far-fetched to believe this fully autonomous electric vehicle (EV) could give top early-stage names in this space, like Lucid and Rivian, a run for their money.</p><p><blockquote>现在，让我们看看一个潜在的催化剂，它可能更像是一个推动因素：该公司的苹果汽车项目。如果其开发和推出成功，相信这款全自动电动汽车(EV)可以与Lucid和Rivian等该领域的顶级早期品牌竞争并不牵强。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4c0f33eddb42a2022a11999bb87bf2\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple Car prototype.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果汽车原型。</span></p></blockquote></p><p> Not only that, but the Apple Car may also have a shot of grabbing substantial market share from current leader Tesla. However, before putting in a buy order, let’s take a closer look at this catalyst, and its potential near and long-term impact on Apple shares.</p><p><blockquote>不仅如此，苹果汽车还可能有机会从目前的领导者特斯拉手中夺取大量市场份额。然而，在下买入订单之前，让我们仔细看看这种催化剂及其对苹果股票的潜在近期和长期影响。</blockquote></p><p> <b>AAPL Stock and its Apple Car Catalyst</b></p><p><blockquote><b>AAPL股票及其苹果汽车催化剂</b></blockquote></p><p> Before diving in, here’s a brief overview of Apple and its EV project. For years, the company has been at work developing an electric vehicle.</p><p><blockquote>在深入研究之前，先简要介绍一下苹果及其电动汽车项目。多年来，该公司一直致力于开发电动汽车。</blockquote></p><p> Before, it was designing both a limited self-driving vehicle, as well as a fully self-driving vehicle. Working on both projects at the same time made sense. It would enable it to launch an EV before fully autonomous capabilities became available.</p><p><blockquote>之前，它既设计了一款有限的自动驾驶汽车，也设计了一款全自动驾驶汽车。同时做这两个项目是有意义的。这将使其能够在完全自主功能可用之前推出电动汽车。</blockquote></p><p> But now, with a new leader in charge of the project (Kevin Lynch),Apple is putting all its eggs in the fully autonomous basket. Speeding up its timeline, the company is targeting a 2025 release date for its fully autonomous EV.</p><p><blockquote>但现在，随着负责该项目的新领导人（Kevin Lynch），苹果正在将所有鸡蛋放在完全自主的篮子里。该公司加快了时间表，目标是2025年发布全自动电动汽车。</blockquote></p><p> Given its track record, there are high expectations that Apple will meet this deadline and bring out a possible “Tesla killer” in less than four years. However, that’s not to say it’s a foregone conclusion.</p><p><blockquote>鉴于其过去的记录，人们对苹果将在这一最后期限前完成并在不到四年的时间里拿出一个可能的“特斯拉杀手”抱有很高的期望。然而，这并不是说这已成定局。</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> Unlike its metaverse catalyst, the Apple Car may offer a lot more upside potential. As Morgan Stanley’s Katy Huberty argued back in November, its launch of a fully self-driving EV could ultimately double both its revenue and market cap.</p><p><blockquote>与元宇宙催化剂不同，苹果汽车可能会提供更大的上涨潜力。正如摩根士丹利(Morgan Stanley)的凯蒂·休伯蒂(Katy Huberty)去年11月所言，其推出全自动驾驶电动汽车最终可能会使其收入和市值翻一番。</blockquote></p><p> The sell-side analyst pointed to many factors to support her case — the company’s large customer base, for one. Also, there is Apple’s past success diving into uncharted territory. For example, the company was a latecomer to mobile communication devices when it launched the iPhone, but it currently holds 23% of the market and growing.</p><p><blockquote>这位卖方分析师指出了许多因素来支持她的观点，其中之一是该公司庞大的客户群。此外，还有苹果过去潜入未知领域的成功。例如，该公司在推出iPhone时是移动通信设备的后来者，但目前它占据了23%的市场份额，并且还在增长。</blockquote></p><p> That said, while it has a strong chance of finding success, the Apple Car could still hiccup moving to the delivery stage. In fact, it’s already dealing with some hurdles right now, as seen from recent news of the project losing key engineers to rivals.</p><p><blockquote>也就是说，虽然苹果汽车取得成功的机会很大，但在进入交付阶段时仍可能遇到困难。事实上，它现在已经在应对一些障碍，从最近该项目将关键工程师输给竞争对手的消息就可以看出。</blockquote></p><p> On top of this, with AAPL stock already trading at a stretched forward earnings multiple, this catalyst may already be factored into its valuation. Ms. Huberty sees EV as something that could one day double the share price. Still, her current price target of $200 per share is less than 20% above the $170 per share that AAPL trades for today — suggesting that much of the Apple Car upside to the stock may not come until beyond 2022.</p><p><blockquote>最重要的是，由于苹果公司股票的预期市盈率已经很高，这一催化剂可能已经计入其估值中。休伯蒂女士认为电动汽车有一天可能会使股价翻倍。尽管如此，她目前每股200美元的目标价比AAPL今天每股170美元的交易价格高出不到20%，这表明苹果汽车对该股的大部分上涨可能要到2022年之后才会出现。</blockquote></p><p> Bottom line: the Apple Car may be something that helps the company and stock deliver solid long-term financial results and market gains, respectively. At the same time, it may fail to give shares a big jolt in the coming months.</p><p><blockquote>底线：苹果汽车可能会分别帮助公司和股票实现稳健的长期财务业绩和市场收益。与此同时，它可能无法在未来几个月给股价带来大的震动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-will-the-apple-car-be-the-ultimate-tesla-killer\">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","TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-will-the-apple-car-be-the-ultimate-tesla-killer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141555850","content_text":"Apple’s EV catalyst may help to boost returns in the long run. But in the near-term, it’s likely already priced into AAPL stock.\nLast week, we broke down Apple stock and its metaverse catalyst. Specifically, why the tech giant’s move into AR (augmented reality) and VR (virtual reality) hardware may give shares only a slight boost, at best.\nNow, let’s look at a potential catalyst that may be more of a needle-mover: the company’s Apple Car project. If its development and launch are successful, it’s not far-fetched to believe this fully autonomous electric vehicle (EV) could give top early-stage names in this space, like Lucid and Rivian, a run for their money.\nFigure 1: Apple Car prototype.\nNot only that, but the Apple Car may also have a shot of grabbing substantial market share from current leader Tesla. However, before putting in a buy order, let’s take a closer look at this catalyst, and its potential near and long-term impact on Apple shares.\nAAPL Stock and its Apple Car Catalyst\nBefore diving in, here’s a brief overview of Apple and its EV project. For years, the company has been at work developing an electric vehicle.\nBefore, it was designing both a limited self-driving vehicle, as well as a fully self-driving vehicle. Working on both projects at the same time made sense. It would enable it to launch an EV before fully autonomous capabilities became available.\nBut now, with a new leader in charge of the project (Kevin Lynch),Apple is putting all its eggs in the fully autonomous basket. Speeding up its timeline, the company is targeting a 2025 release date for its fully autonomous EV.\nGiven its track record, there are high expectations that Apple will meet this deadline and bring out a possible “Tesla killer” in less than four years. However, that’s not to say it’s a foregone conclusion.\nThe Apple Maven’s Take\nUnlike its metaverse catalyst, the Apple Car may offer a lot more upside potential. As Morgan Stanley’s Katy Huberty argued back in November, its launch of a fully self-driving EV could ultimately double both its revenue and market cap.\nThe sell-side analyst pointed to many factors to support her case — the company’s large customer base, for one. Also, there is Apple’s past success diving into uncharted territory. For example, the company was a latecomer to mobile communication devices when it launched the iPhone, but it currently holds 23% of the market and growing.\nThat said, while it has a strong chance of finding success, the Apple Car could still hiccup moving to the delivery stage. In fact, it’s already dealing with some hurdles right now, as seen from recent news of the project losing key engineers to rivals.\nOn top of this, with AAPL stock already trading at a stretched forward earnings multiple, this catalyst may already be factored into its valuation. Ms. Huberty sees EV as something that could one day double the share price. Still, her current price target of $200 per share is less than 20% above the $170 per share that AAPL trades for today — suggesting that much of the Apple Car upside to the stock may not come until beyond 2022.\nBottom line: the Apple Car may be something that helps the company and stock deliver solid long-term financial results and market gains, respectively. At the same time, it may fail to give shares a big jolt in the coming months.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2190,"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":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691489820"}
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