RS142
2021-12-09
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Apple Stock Is On Fire: $3.2 Trillion Market Cap Is Next<blockquote>苹果股票着火了：下一个是 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>苹果</b>）已经拉高了。截至撰写本文时，股价一天之内上涨了+3.7%，市值首次攀升至2.8万亿美元以上。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>一份关于这家库比蒂诺公司的卖方报告推动了下一波上涨，该报告将该股的预计市值定为超过 3 万亿美元。今天，苹果专家回顾了这一华尔街高价格目标背后的论点。</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>最近一位将苹果目标价上调至每股 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，韦德布什（Wedbush）的丹-伊维斯（Dan Ives）将他的预测设定在了同样的水平，几周前，Tigress Financial的西万-费恩塞斯（sIvan Feinseth）认为股价较 11 月底上涨了 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理由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很有创意。凯蒂说，苹果 6% 的收入来自 “5 年前并不存在的产品或服务。[如果]这一趋势继续下去，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>如果休伯蒂女士的预测是正确的，我们可能会从混合现实中看到 1500 亿美元的市值上涨空间，而今天的股票甚至可能无法正确定价。我通过对 290 亿美元的年收入估计应用 5 倍市销率（由于服务估值较高，低于当前的 7 倍市销率）来得出这个数字。</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，摩根士丹利也是最近认为苹果进入混合现实领域将点燃元宇宙革命的火花的研究机构。现在，这位分析师重新审视了这一想法，他表示，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>摩根士丹利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>首先是假日季度的iPhone。虽然最近的报告褒贬不一，至少有一份报告显示购物季对苹果智能手机的需求有所疲软，但休伯蒂女士已将第一财季的出货量预测上调了 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，摩根士丹利认为本季度 App Store 的跟踪超出了预期。事实上，随着新的用例出现，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>苹果股市最近一路飙升，华尔街的持续热情在一定程度上证明了股市上涨的合理性。我仍然相信 AAPL 是一个值得长期投资组合中持有的好名字。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时表现最佳，而不是在历史高位时表现最佳。</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>苹果股票着火了：下一个是 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>苹果股票着火了：下一个是 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>苹果</b>）已经拉高了。截至撰写本文时，股价一天之内上涨了+3.7%，市值首次攀升至2.8万亿美元以上。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>一份关于这家库比蒂诺公司的卖方报告推动了下一波上涨，该报告将该股的预计市值定为超过 3 万亿美元。今天，苹果专家回顾了这一华尔街高价格目标背后的论点。</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>最近一位将苹果目标价上调至每股 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，韦德布什（Wedbush）的丹-伊维斯（Dan Ives）将他的预测设定在了同样的水平，几周前，Tigress Financial的西万-费恩塞斯（sIvan Feinseth）认为股价较 11 月底上涨了 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理由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很有创意。凯蒂说，苹果 6% 的收入来自 “5 年前并不存在的产品或服务。[如果]这一趋势继续下去，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>如果休伯蒂女士的预测是正确的，我们可能会从混合现实中看到 1500 亿美元的市值上涨空间，而今天的股票甚至可能无法正确定价。我通过对 290 亿美元的年收入估计应用 5 倍市销率（由于服务估值较高，低于当前的 7 倍市销率）来得出这个数字。</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，摩根士丹利也是最近认为苹果进入混合现实领域将点燃元宇宙革命的火花的研究机构。现在，这位分析师重新审视了这一想法，他表示，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>摩根士丹利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>首先是假日季度的iPhone。虽然最近的报告褒贬不一，至少有一份报告显示购物季对苹果智能手机的需求有所疲软，但休伯蒂女士已将第一财季的出货量预测上调了 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，摩根士丹利认为本季度 App Store 的跟踪超出了预期。事实上，随着新的用例出现，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>苹果股市最近一路飙升，华尔街的持续热情在一定程度上证明了股市上涨的合理性。我仍然相信 AAPL 是一个值得长期投资组合中持有的好名字。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时表现最佳，而不是在历史高位时表现最佳。</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":1121,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602250193"}
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