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2021-12-09
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Analysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 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乐观观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</li><li>他的iPhone 13支票继续比预期强得多，他相信，尽管面临芯片短缺的阻力，苹果现在有望在假日期间销售超过4000万部iPhone。</li><li>该分析师估计，12 月份季度，仅在中国就有约 1500 万部 iPhone 13 升级，因为这一关键地区仍然是苹果的重要力量来源。</li><li>根据他最近的亚洲检查，艾夫斯还认为，备受期待的AR耳机苹果眼镜等新产品将在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，这意味着上涨空间为 14.2%。</li><li>第九巡回上诉法院在法院下令禁令迫使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小时就批准了苹果的暂缓执行令。</li><li><b>摩根士丹利</b>分析师凯蒂·休伯蒂（Katy Huberty）称这一消息是“一个上行的惊喜”，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，直到史诗般的案件上诉得到解决。</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>休伯蒂指出，她已经在服务预测中纳入了 15 亿美元对 App Store 收入的阻力。</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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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\">\nAnalysts Remain Bullish On Apple Over iPhone 13, AR Glasses, App Store<blockquote>分析师仍然看好苹果 iPhone 13、AR 眼镜、App Store</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-09 23:24</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts remained bullish on <b>Apple Inc</b> over iPhone 13 and court order in support of App Store.</p><p><blockquote>分析师仍然看好<b>苹果公司</b>关于iPhone 13和支持App Store的法院命令。</blockquote></p><p> <ul> <li><b>Wedbush</b> 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.</li> <li>His 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.</li> <li>The 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.</li> <li>Based 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.</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乐观观点，即目前全球 iPhone 13 的需求量超过了约 1000 万部。</li><li>他的iPhone 13支票继续比预期强得多，他相信，尽管面临芯片短缺的阻力，苹果现在有望在假日期间销售超过4000万部iPhone。</li><li>该分析师估计，12 月份季度，仅在中国就有约 1500 万部 iPhone 13 升级，因为这一关键地区仍然是苹果的重要力量来源。</li><li>根据他最近的亚洲检查，艾夫斯还认为，备受期待的AR耳机苹果眼镜等新产品将在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，这意味着上涨空间为 14.2%。</li><li>第九巡回上诉法院在法院下令禁令迫使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小时就批准了苹果的暂缓执行令。</li><li><b>摩根士丹利</b>分析师凯蒂·休伯蒂（Katy Huberty）称这一消息是“一个上行的惊喜”，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，直到史诗般的案件上诉得到解决。</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>休伯蒂指出，她已经在服务预测中纳入了 15 亿美元对 App Store 收入的阻力。</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":4491,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602798601"}
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