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2021-08-17

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3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote>

The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today. Amazo

3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":839484063,"tweetId":"839484063","gmtCreate":1629173999352,"gmtModify":1633686815571,"author":{"id":3572992967502059,"idStr":"3572992967502059","authorId":3572992967502059,"authorIdStr":"3572992967502059","name":"TG_Monster","avatar":"https://static.tigerbbs.com/d9c5bb01f1ad8a8f4803852233e6a4ce","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Great ariticle, would you like to share it?</body></html>","htmlText":"<html><head></head><body>Great ariticle, would you like to share it?</body></html>","text":"Great ariticle, would you like to share it?","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/839484063","repostId":1133874781,"repostType":4,"repost":{"id":"1133874781","kind":"news","pubTimestamp":1629164267,"share":"https://www.laohu8.com/m/news/1133874781?lang=zh_CN&edition=full","pubTime":"2021-08-17 09:37","market":"us","language":"en","title":"3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133874781","media":"TheStreet","summary":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazo","content":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.<blockquote>这位苹果专家提出了苹果股票今天可能比亚马逊更好的选择的三个原因。</blockquote> Amazon&nbsp;or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.<blockquote>亚马逊还是苹果股票？也许选择一个而不是另一个可能不会有太大的区别，因为两者的表现都很相似，尤其是在过去的一两年里。请参阅下面的滚动一年相关图-越接近+1，股票的每日回报就越接近。</blockquote> But today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel&nbsp;Amazon Maven will soon take the other side&nbsp;of the argument. Check out both theses to determine which makes most sense.<blockquote>但今天，这位苹果专家提出了为什么与同行亚马逊相比，苹果公司可能是更好的选择的三个原因。对于那些感兴趣的人来说，我们的姐妹频道亚马逊Maven将很快站在争论的另一边。检查这两篇论文，确定哪一篇最有意义。</blockquote> <img src=\"https://static.tigerbbs.com/2842dada1100f7fa50ce607c91359294\" tg-width=\"777\" tg-height=\"429\" width=\"100%\" height=\"auto\">Figure 1: One-year rolling correlation, AAPL vs. AMZN.<blockquote>图1：一年滚动相关性，AAPL与AMZN。</blockquote> #1. Post-pandemic outperformer<blockquote>#1.大流行后表现出色</blockquote> Since reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.<blockquote>自公布第二季度财报以来，亚马逊股价未能上涨。罪魁祸首是网店收入增速大幅放缓。亚马逊已经证明，疫情时期对该公司的电子商务业务特别有利，但派对可能已经结束。</blockquote> The opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.<blockquote>苹果的情况正好相反。虽然更悲观的分析师认为大流行后的环境将成为公司财务业绩的阻力，但苹果证明他们错了：第三财季的收入和盈利分别增长了36%和101%，令人震惊。</blockquote> <img src=\"https://static.tigerbbs.com/addc3e819f69d2aa771eb0cbf30a7d02\" tg-width=\"792\" tg-height=\"456\" width=\"100%\" height=\"auto\">Figure 2: FQ3 2021 revenue growth by geo segment.<blockquote>图2：2021年第三季度按地理细分市场划分的收入增长。</blockquote> #2. Valuations more appealing<blockquote>#2.估值更具吸引力</blockquote> In absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).<blockquote>从绝对值来看，不可否认的是，苹果的股票比亚马逊更实惠。下图显示了亚马逊的估值如何远高于苹果，无论是在往绩收益（贵近两倍）还是自由现金流（贵得多）方面。</blockquote> In an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.<blockquote>在资产定价并不完美的环境中，为人们可能认为更好的股票多付一点钱可能是有意义的。但是在当前这样一个股票估值显得单薄的时期，对价格标签更加保守也许是最好的方法。</blockquote> <img src=\"https://static.tigerbbs.com/8bbc5964d65a7779bfa877427132d2f5\" tg-width=\"999\" tg-height=\"501\" width=\"100%\" height=\"auto\">Figure 3: AAPL and AMZN's valuation.<blockquote>图3：AAPL和AMZN的估值。</blockquote> #3. Underappreciated growth<blockquote>#3.增长被低估</blockquote> Lastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.<blockquote>最后，根据Seeking Alpha的数据，亚马逊的营收和利润增长速度一直快于苹果，分析师预计未来情况仍将如此。然而，尽管亚马逊在电子商务和云领域的增长机会似乎众所周知，但苹果股价可能无法正确反映该公司两到五年的增长潜力。</blockquote> The Cupertino company could be&nbsp;introducing a new mixed reality headset&nbsp;next year or in 2023,followed by an Apple Car&nbsp;that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.<blockquote>这家库比蒂诺公司可能会在明年或2023年推出一款新的混合现实耳机，随后推出一款苹果汽车，这可能会极大地改变（改善？）该公司的财务业绩。今年市盈率为25倍，颇具吸引力，我怀疑市场没有正确地将这些机会纳入股价中。</blockquote>","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>3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</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\">\n3 Reasons To Buy Apple Stock Over Amazon<blockquote>购买苹果股票而不是亚马逊的3个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-08-17 09:37\n\n</h4>\n</header>\n<article>\nThe Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.<blockquote>这位苹果专家提出了苹果股票今天可能比亚马逊更好的选择的三个原因。</blockquote> Amazon&nbsp;or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.<blockquote>亚马逊还是苹果股票？也许选择一个而不是另一个可能不会有太大的区别，因为两者的表现都很相似，尤其是在过去的一两年里。请参阅下面的滚动一年相关图-越接近+1，股票的每日回报就越接近。</blockquote> But today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel&nbsp;Amazon Maven will soon take the other side&nbsp;of the argument. Check out both theses to determine which makes most sense.<blockquote>但今天，这位苹果专家提出了为什么与同行亚马逊相比，苹果公司可能是更好的选择的三个原因。对于那些感兴趣的人来说，我们的姐妹频道亚马逊Maven将很快站在争论的另一边。检查这两篇论文，确定哪一篇最有意义。</blockquote> <img src=\"https://static.tigerbbs.com/2842dada1100f7fa50ce607c91359294\" tg-width=\"777\" tg-height=\"429\" width=\"100%\" height=\"auto\">Figure 1: One-year rolling correlation, AAPL vs. AMZN.<blockquote>图1：一年滚动相关性，AAPL与AMZN。</blockquote> #1. Post-pandemic outperformer<blockquote>#1.大流行后表现出色</blockquote> Since reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.<blockquote>自公布第二季度财报以来，亚马逊股价未能上涨。罪魁祸首是网店收入增速大幅放缓。亚马逊已经证明，疫情时期对该公司的电子商务业务特别有利，但派对可能已经结束。</blockquote> The opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.<blockquote>苹果的情况正好相反。虽然更悲观的分析师认为大流行后的环境将成为公司财务业绩的阻力，但苹果证明他们错了：第三财季的收入和盈利分别增长了36%和101%，令人震惊。</blockquote> <img src=\"https://static.tigerbbs.com/addc3e819f69d2aa771eb0cbf30a7d02\" tg-width=\"792\" tg-height=\"456\" width=\"100%\" height=\"auto\">Figure 2: FQ3 2021 revenue growth by geo segment.<blockquote>图2：2021年第三季度按地理细分市场划分的收入增长。</blockquote> #2. Valuations more appealing<blockquote>#2.估值更具吸引力</blockquote> In absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).<blockquote>从绝对值来看，不可否认的是，苹果的股票比亚马逊更实惠。下图显示了亚马逊的估值如何远高于苹果，无论是在往绩收益（贵近两倍）还是自由现金流（贵得多）方面。</blockquote> In an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.<blockquote>在资产定价并不完美的环境中，为人们可能认为更好的股票多付一点钱可能是有意义的。但是在当前这样一个股票估值显得单薄的时期，对价格标签更加保守也许是最好的方法。</blockquote> <img src=\"https://static.tigerbbs.com/8bbc5964d65a7779bfa877427132d2f5\" tg-width=\"999\" tg-height=\"501\" width=\"100%\" height=\"auto\">Figure 3: AAPL and AMZN's valuation.<blockquote>图3：AAPL和AMZN的估值。</blockquote> #3. Underappreciated growth<blockquote>#3.增长被低估</blockquote> Lastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.<blockquote>最后，根据Seeking Alpha的数据，亚马逊的营收和利润增长速度一直快于苹果，分析师预计未来情况仍将如此。然而，尽管亚马逊在电子商务和云领域的增长机会似乎众所周知，但苹果股价可能无法正确反映该公司两到五年的增长潜力。</blockquote> The Cupertino company could be&nbsp;introducing a new mixed reality headset&nbsp;next year or in 2023,followed by an Apple Car&nbsp;that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.<blockquote>这家库比蒂诺公司可能会在明年或2023年推出一款新的混合现实耳机，随后推出一款苹果汽车，这可能会极大地改变（改善？）该公司的财务业绩。今年市盈率为25倍，颇具吸引力，我怀疑市场没有正确地将这些机会纳入股价中。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133874781","content_text":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazon or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.\nBut today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel Amazon Maven will soon take the other side of the argument. Check out both theses to determine which makes most sense.\nFigure 1: One-year rolling correlation, AAPL vs. AMZN.\n#1. Post-pandemic outperformer\nSince reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.\nThe opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.\nFigure 2: FQ3 2021 revenue growth by geo segment.\n#2. Valuations more appealing\nIn absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).\nIn an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.\nFigure 3: AAPL and AMZN's valuation.\n#3. Underappreciated growth\nLastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.\nThe Cupertino company could be introducing a new mixed reality headset next year or in 2023,followed by an Apple Car that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1797,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}