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2021-12-08
Apple Car or iCar launching?
Apple Could Be the ‘Catalyst’ for VR Adoption. Morgan Stanley Boosts Price Target.<blockquote>苹果可能成为 VR 采用的 “催化剂”。摩根士丹利提高目标价。</blockquote>
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Morgan Stanley Boosts Price Target.<blockquote>苹果可能成为 VR 采用的 “催化剂”。摩根士丹利提高目标价。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173793803","media":"Barrons","summary":"Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.\nAnalyst Ka","content":"<p>Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.</p><p><blockquote>摩根士丹利提高了苹果股票的目标价，推动该股周二走高。</blockquote></p><p> Analyst Katy Huberty hiked her price target to $200 from $164 and maintained an Overweight rating on the stock. Huberty sees a major upside over the next year as the tech giant approaches the launch of an augmented reality product.</p><p><blockquote>分析师 Katy Huberty 将目标价从 164 美元上调至 200 美元，并维持该股的跑赢大盘评级。随着这家科技巨头即将推出增强现实产品，Huberty 预计明年将有重大上涨空间。</blockquote></p><p> “In conversations with venture-backed AR/VR companies, the consensus view is that the real catalyst for mass market AR/VR adoption will come when Apple enters the market,” Huberty wrote in a research note on Tuesday.</p><p><blockquote>“休伯蒂在周二的一份研究报告中写道：”在与风险投资支持的 AR/VR 公司的交谈中，人们一致认为，当苹果进入市场时，大众市场 AR/VR 采用的真正催化剂将会到来。</blockquote></p><p> Huberty’s analysis indicates that an AR/VR product could generate $29 billion in revenue by 2026. For comparison, the company generated $20 billion in revenue the first year after launching the iPad. She estimates that over the last five years about 6% of Apple’s (ticker: AAPL ) revenue, on average, has come from products or services that didn’t exist five years prior.</p><p><blockquote>Huberty 的分析表明，到 2026 年，一款 AR/VR 产品可产生 290 亿美元的收入。相比之下，该公司在推出iPad后的第一年就创造了200亿美元的收入。她估计，在过去五年中，苹果（股票代码：AAPL）平均约有 6% 的收入来自五年前不存在的产品或服务。</blockquote></p><p> Apple shares were up 2.9% to $170.15 on Tuesday. The stock has gained 28.2% this year.</p><p><blockquote>苹果股价周二上涨 2.9%，至 170.15 美元。该股今年已上涨 28.2%。</blockquote></p><p> In addition to the long-term virtual reality upstreams, Huberty is foreseeing strong growth in the short term. The analyst is predicting higher December iPhone shipments, increasing her estimate by 3 million units to a total of 83 million units. This drives her forecast for 2022 first-quarter revenue 2% higher to $122.3 billion.</p><p><blockquote>除了虚拟现实的长期上游，Huberty预计短期内将出现强劲增长。该分析师预测 12 月份 iPhone 出货量将上升，将她的预期上调了 300 万部，总计 8300 万部。这使得她对 2022 年第一季度收入的预测上调了 2%，达到 1223 亿美元。</blockquote></p><p> Another upside for the stock is growing revenue across its services segment, Huberty said. While investors were skeptical of Apple’s ability to monetize services five years ago, the segment now brings in nearly $70 billion annually, doubling over the last four years, she wrote.</p><p><blockquote>休伯蒂表示，该股的另一个好处是其服务部门的收入不断增长。她写道，虽然五年前投资者对苹果将服务货币化的能力持怀疑态度，但现在该领域每年的收入接近 700 亿美元，比过去四年翻了一番。</blockquote></p><p> App Store revenue grew 14% year over year in November despite its legal controversies. Apple has been ordered to make changes to its App Store that would allow developers to add links to external payment options starting Dec. 9, a move that could cut into sales. The company appealed the motion, but even if it is unsuccessful, Huberty doesn’t see a risk in the short-term.</p><p><blockquote>尽管存在法律争议，App Store 11 月份收入仍同比增长 14%。苹果已被勒令对其应用商店进行更改，允许开发者从12月9日开始添加外部支付选项的链接，此举可能会削减销售额。该公司对动议提出上诉，但即使上诉不成功，休伯蒂也认为短期内不会有风险。</blockquote></p><p> “We don’t see meaningful App Store revenue impact near-term as it will take time for consumer behavior to shift toward direct purchases through developer websites,” she wrote.</p><p><blockquote>“她写道：”我们认为 App Store 的收入在短期内不会受到有意义的影响，因为消费者的行为需要时间才能转向通过开发者网站直接购买。</blockquote></p><p></p>","source":"lsy1601382232898","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 Could Be the ‘Catalyst’ for VR Adoption. Morgan Stanley Boosts Price Target.<blockquote>苹果可能成为 VR 采用的 “催化剂”。摩根士丹利提高目标价。</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 Could Be the ‘Catalyst’ for VR Adoption. Morgan Stanley Boosts Price Target.<blockquote>苹果可能成为 VR 采用的 “催化剂”。摩根士丹利提高目标价。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-08 13:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.</p><p><blockquote>摩根士丹利提高了苹果股票的目标价，推动该股周二走高。</blockquote></p><p> Analyst Katy Huberty hiked her price target to $200 from $164 and maintained an Overweight rating on the stock. Huberty sees a major upside over the next year as the tech giant approaches the launch of an augmented reality product.</p><p><blockquote>分析师 Katy Huberty 将目标价从 164 美元上调至 200 美元，并维持该股的跑赢大盘评级。随着这家科技巨头即将推出增强现实产品，Huberty 预计明年将有重大上涨空间。</blockquote></p><p> “In conversations with venture-backed AR/VR companies, the consensus view is that the real catalyst for mass market AR/VR adoption will come when Apple enters the market,” Huberty wrote in a research note on Tuesday.</p><p><blockquote>“休伯蒂在周二的一份研究报告中写道：”在与风险投资支持的 AR/VR 公司的交谈中，人们一致认为，当苹果进入市场时，大众市场 AR/VR 采用的真正催化剂将会到来。</blockquote></p><p> Huberty’s analysis indicates that an AR/VR product could generate $29 billion in revenue by 2026. For comparison, the company generated $20 billion in revenue the first year after launching the iPad. She estimates that over the last five years about 6% of Apple’s (ticker: AAPL ) revenue, on average, has come from products or services that didn’t exist five years prior.</p><p><blockquote>Huberty 的分析表明，到 2026 年，一款 AR/VR 产品可产生 290 亿美元的收入。相比之下，该公司在推出iPad后的第一年就创造了200亿美元的收入。她估计，在过去五年中，苹果（股票代码：AAPL）平均约有 6% 的收入来自五年前不存在的产品或服务。</blockquote></p><p> Apple shares were up 2.9% to $170.15 on Tuesday. The stock has gained 28.2% this year.</p><p><blockquote>苹果股价周二上涨 2.9%，至 170.15 美元。该股今年已上涨 28.2%。</blockquote></p><p> In addition to the long-term virtual reality upstreams, Huberty is foreseeing strong growth in the short term. The analyst is predicting higher December iPhone shipments, increasing her estimate by 3 million units to a total of 83 million units. This drives her forecast for 2022 first-quarter revenue 2% higher to $122.3 billion.</p><p><blockquote>除了虚拟现实的长期上游，Huberty预计短期内将出现强劲增长。该分析师预测 12 月份 iPhone 出货量将上升，将她的预期上调了 300 万部，总计 8300 万部。这使得她对 2022 年第一季度收入的预测上调了 2%，达到 1223 亿美元。</blockquote></p><p> Another upside for the stock is growing revenue across its services segment, Huberty said. While investors were skeptical of Apple’s ability to monetize services five years ago, the segment now brings in nearly $70 billion annually, doubling over the last four years, she wrote.</p><p><blockquote>休伯蒂表示，该股的另一个好处是其服务部门的收入不断增长。她写道，虽然五年前投资者对苹果将服务货币化的能力持怀疑态度，但现在该领域每年的收入接近 700 亿美元，比过去四年翻了一番。</blockquote></p><p> App Store revenue grew 14% year over year in November despite its legal controversies. Apple has been ordered to make changes to its App Store that would allow developers to add links to external payment options starting Dec. 9, a move that could cut into sales. The company appealed the motion, but even if it is unsuccessful, Huberty doesn’t see a risk in the short-term.</p><p><blockquote>尽管存在法律争议，App Store 11 月份收入仍同比增长 14%。苹果已被勒令对其应用商店进行更改，允许开发者从12月9日开始添加外部支付选项的链接，此举可能会削减销售额。该公司对动议提出上诉，但即使上诉不成功，休伯蒂也认为短期内不会有风险。</blockquote></p><p> “We don’t see meaningful App Store revenue impact near-term as it will take time for consumer behavior to shift toward direct purchases through developer websites,” she wrote.</p><p><blockquote>“她写道：”我们认为 App Store 的收入在短期内不会受到有意义的影响，因为消费者的行为需要时间才能转向通过开发者网站直接购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-price-virtual-reality-morgan-stanley-price-target-51638887518?siteid=yhoof2\">Barrons</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.barrons.com/articles/apple-stock-price-virtual-reality-morgan-stanley-price-target-51638887518?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173793803","content_text":"Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.\nAnalyst Katy Huberty hiked her price target to $200 from $164 and maintained an Overweight rating on the stock. Huberty sees a major upside over the next year as the tech giant approaches the launch of an augmented reality product.\n“In conversations with venture-backed AR/VR companies, the consensus view is that the real catalyst for mass market AR/VR adoption will come when Apple enters the market,” Huberty wrote in a research note on Tuesday.\nHuberty’s analysis indicates that an AR/VR product could generate $29 billion in revenue by 2026. For comparison, the company generated $20 billion in revenue the first year after launching the iPad. She estimates that over the last five years about 6% of Apple’s (ticker: AAPL ) revenue, on average, has come from products or services that didn’t exist five years prior.\nApple shares were up 2.9% to $170.15 on Tuesday. The stock has gained 28.2% this year.\nIn addition to the long-term virtual reality upstreams, Huberty is foreseeing strong growth in the short term. The analyst is predicting higher December iPhone shipments, increasing her estimate by 3 million units to a total of 83 million units. This drives her forecast for 2022 first-quarter revenue 2% higher to $122.3 billion.\nAnother upside for the stock is growing revenue across its services segment, Huberty said. While investors were skeptical of Apple’s ability to monetize services five years ago, the segment now brings in nearly $70 billion annually, doubling over the last four years, she wrote.\nApp Store revenue grew 14% year over year in November despite its legal controversies. Apple has been ordered to make changes to its App Store that would allow developers to add links to external payment options starting Dec. 9, a move that could cut into sales. The company appealed the motion, but even if it is unsuccessful, Huberty doesn’t see a risk in the short-term.\n“We don’t see meaningful App Store revenue impact near-term as it will take time for consumer behavior to shift toward direct purchases through developer websites,” she wrote.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1673,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","00699"],"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":24,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602027247"}
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