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2021-12-09
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Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍看好苹果iPhone 13、AR眼镜、App Store</blockquote>
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It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li> <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li> <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li> <li><b>Morgan Stanley</b> analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li> <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li> <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li> </ul></p><p><blockquote><ul><li><b>韦德布什</b>分析师Daniel Ives表示，他的苹果商店检查、供应链数据和iPhone订单延迟证实了他的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。</li><li>他的iPhone 13支票继续远强于预期，他相信尽管面临芯片短缺的不利因素，苹果目前仍有望在假期期间售出超过4000万部iPhone。</li><li>该分析师估计，仅在中国，12月份季度就有大约1500万部iPhone 13升级，因为这个关键地区仍然是苹果的重要实力来源。</li><li>根据他最近在亚洲的考察，Ives还认为，备受期待的AR耳机苹果眼镜等新产品将于2022年下半年首次亮相。鉴于这一巨大的市场机会并利用更广泛的元宇宙生态系统，它可能会使苹果的SOTP估值每股增加20美元。</li><li>他对该股给予跑赢大盘评级，目标价为200美元，这意味着上涨14.2%。</li><li>在法院下令强制该公司通过应用内链接向替代支付平台开放其应用商店之前不到24小时，第九巡回上诉法院准予苹果暂缓执行。</li><li><b>摩根士丹利</b>分析师Katy Huberty称这一消息是“一个上行惊喜”，它有效地让苹果维持现状，并减少了应用商店支付机制更广泛变化的影响，直到Epic案件上诉得到解决。</li><li>休伯蒂认为史诗案件上诉的解决“可能需要几个月到几年的时间”，他维持苹果股票的跑赢大盘评级和200美元的目标价。</li><li>Huberty指出，她已经在服务预测中纳入了App Store收入15亿美元的阻力。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.</li> <li>He has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.</li> <li>The ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.</li> <li><b>Morgan Stanley</b> analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.</li> <li>Huberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.</li> <li>Huberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.</li> </ul></p><p><blockquote><ul><li><b>韦德布什</b>分析师Daniel Ives表示，他的苹果商店检查、供应链数据和iPhone订单延迟证实了他的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。</li><li>他的iPhone 13支票继续远强于预期，他相信尽管面临芯片短缺的不利因素，苹果目前仍有望在假期期间售出超过4000万部iPhone。</li><li>该分析师估计，仅在中国，12月份季度就有大约1500万部iPhone 13升级，因为这个关键地区仍然是苹果的重要实力来源。</li><li>根据他最近在亚洲的考察，Ives还认为，备受期待的AR耳机苹果眼镜等新产品将于2022年下半年首次亮相。鉴于这一巨大的市场机会并利用更广泛的元宇宙生态系统，它可能会使苹果的SOTP估值每股增加20美元。</li><li>他对该股给予跑赢大盘评级，目标价为200美元，这意味着上涨14.2%。</li><li>在法院下令强制该公司通过应用内链接向替代支付平台开放其应用商店之前不到24小时，第九巡回上诉法院准予苹果暂缓执行。</li><li><b>摩根士丹利</b>分析师Katy Huberty称这一消息是“一个上行惊喜”，它有效地让苹果维持现状，并减少了应用商店支付机制更广泛变化的影响，直到Epic案件上诉得到解决。</li><li>休伯蒂认为史诗案件上诉的解决“可能需要几个月到几年的时间”，他维持苹果股票的跑赢大盘评级和200美元的目标价。</li><li>Huberty指出，她已经在服务预测中纳入了App Store收入15亿美元的阻力。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181928624","content_text":"Analysts remained bullish on Apple Inc over iPhone 13 and court order in support of App Store.\n\nWedbush analyst Daniel Ives says that his Apple store checks, supply chain data, and iPhone order delays confirm his bullish view that demand is currently outstripping supply for iPhones 13 by roughly 10 million units globally.\nHis iPhone 13 checks continue to be much stronger than expected, with his belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season despite the chip shortage headwinds.\nThe analyst estimates that there are roughly 15 million iPhone 13 upgrades in China alone for the December quarter as this critical region remains a significant source of strength for Apple.\nBased on his recent Asia checks, Ives also believes new product introductions like the highly anticipated AR headset Apple Glasses will make their debut in the second half of 2022. It could add $20 per share to the SOTP valuation of Apple, given this massive market opportunity and tapping the broader metaverse ecosystem.\nHe has an Outperform rating and a price target of $200 on the shares, implying a 14.2% upside.\nThe ninth Circuit Court of Appeals granted Apple a stay less than 24 hours before a court-ordered injunction was set to force the company to open its App Store up to alternative payment platforms via in-app links.\nMorgan Stanley analyst Katy Huberty called the news \"an upside surprise\" that effectively allows Apple to maintain the status quo and reduces the impact of broader changes to App Store payment mechanisms until the Epic case appeal is resolved.\nHuberty, who thinks the resolution of the Epic case appeal is \"likely months to years away,\" keeps an Overweight rating and $200 price target on Apple shares.\nHuberty pointed out that she has already included a $1.5 billion headwind to App Store revenue in her Services forecast.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3490,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602738019"}
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