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2021-12-23
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Apple Stock: Will The Apple Car Be The Ultimate ‘Tesla Killer?’<blockquote>苹果股票： 苹果汽车会成为终极 “特斯拉杀手”吗？</blockquote>
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But in the near-term, it’s likely alr","content":"<p>Apple’s EV catalyst may help to boost returns in the long run. But in the near-term, it’s likely already priced into AAPL stock.</p><p><blockquote>苹果的电动汽车催化剂可能有助于提高长期回报。但在短期内，它很可能已经被纳入 AAPL 股票。</blockquote></p><p> Last week, we broke down Apple stock and its metaverse catalyst. Specifically, why the tech giant’s move into AR (augmented reality) and VR (virtual reality) hardware may give shares only a slight boost, at best.</p><p><blockquote>上周，我们分析了苹果股票及其元宇宙催化剂。具体来说，为什么这家科技巨头进军 AR（增强现实）和 VR（虚拟现实）硬件领域最多只会对股价带来轻微提振。</blockquote></p><p> Now, let’s look at a potential catalyst that may be more of a needle-mover: the company’s Apple Car project. If its development and launch are successful, it’s not far-fetched to believe this fully autonomous electric vehicle (EV) could give top early-stage names in this space, like Lucid and Rivian, a run for their money.</p><p><blockquote>现在，让我们来看看一个可能更具推动作用的潜在催化剂：该公司的苹果汽车项目。如果它的开发和推出取得成功，那么相信这款全自动电动汽车（EV）能让 Lucid 和Rivian等该领域的早期顶级公司望尘莫及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4c0f33eddb42a2022a11999bb87bf2\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple Car prototype.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果汽车原型车。</span></p></blockquote></p><p> Not only that, but the Apple Car may also have a shot of grabbing substantial market share from current leader Tesla. However, before putting in a buy order, let’s take a closer look at this catalyst, and its potential near and long-term impact on Apple shares.</p><p><blockquote>不仅如此，苹果汽车还可能有机会从目前的领导者特斯拉手中夺取大量市场份额。不过，在下达买入订单之前，让我们仔细看看这一催化剂，以及它对苹果股票的潜在近期和长期影响。</blockquote></p><p> <b>AAPL Stock and its Apple Car Catalyst</b></p><p><blockquote><b>苹果公司股票及其苹果汽车催化剂</b></blockquote></p><p> Before diving in, here’s a brief overview of Apple and its EV project. For years, the company has been at work developing an electric vehicle.</p><p><blockquote>在深入探讨之前，我们先简要介绍一下苹果及其电动汽车项目。多年来，该公司一直致力于开发电动汽车。</blockquote></p><p> Before, it was designing both a limited self-driving vehicle, as well as a fully self-driving vehicle. Working on both projects at the same time made sense. It would enable it to launch an EV before fully autonomous capabilities became available.</p><p><blockquote>此前，它正在设计有限的自动驾驶汽车和全自动驾驶汽车。同时从事这两个项目是有意义的。这将使其能够在完全自动驾驶功能可用之前推出电动汽车。</blockquote></p><p> But now, with a new leader in charge of the project (Kevin Lynch),Apple is putting all its eggs in the fully autonomous basket. Speeding up its timeline, the company is targeting a 2025 release date for its fully autonomous EV.</p><p><blockquote>但是现在，有了一个新的领导者（Kevin Lynch）来负责这个项目，苹果正在把所有的鸡蛋放在完全自主的篮子里。为了加快其时间表，该公司的目标是在 2025 年发布其全自动电动汽车。</blockquote></p><p> Given its track record, there are high expectations that Apple will meet this deadline and bring out a possible “Tesla killer” in less than four years. However, that’s not to say it’s a foregone conclusion.</p><p><blockquote>鉴于苹果的过往记录，人们对其寄予厚望，认为它将在不到四年的时间内赶上最后期限，并推出一个可能的 “特斯拉杀手 ”。不过，这并不是说这是板上钉钉的事。</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> Unlike its metaverse catalyst, the Apple Car may offer a lot more upside potential. As Morgan Stanley’s Katy Huberty argued back in November, its launch of a fully self-driving EV could ultimately double both its revenue and market cap.</p><p><blockquote>与元宇宙催化剂不同，苹果汽车可能会提供更大的上行潜力。正如摩根士丹利的凯蒂-休伯蒂（Katy Huberty）在 11 月份所说，该公司推出全自动驾驶电动汽车最终可能会使其收入和市值翻一番。</blockquote></p><p> The sell-side analyst pointed to many factors to support her case — the company’s large customer base, for one. Also, there is Apple’s past success diving into uncharted territory. For example, the company was a latecomer to mobile communication devices when it launched the iPhone, but it currently holds 23% of the market and growing.</p><p><blockquote>这位卖方分析师指出了许多支持她观点的因素，其中之一就是公司庞大的客户群。此外，苹果过去也曾成功潜入未知领域。例如，该公司在推出iPhone时是移动通信设备的后来者，但目前它占据了23%的市场份额，并且还在增长。</blockquote></p><p> That said, while it has a strong chance of finding success, the Apple Car could still hiccup moving to the delivery stage. In fact, it’s already dealing with some hurdles right now, as seen from recent news of the project losing key engineers to rivals.</p><p><blockquote>也就是说，虽然它有很大的成功机会，但苹果汽车在进入交付阶段时仍然可能会出现问题。事实上，该项目目前已经遇到了一些障碍，最近有消息称该项目将关键工程师输给了竞争对手。</blockquote></p><p> On top of this, with AAPL stock already trading at a stretched forward earnings multiple, this catalyst may already be factored into its valuation. Ms. Huberty sees EV as something that could one day double the share price. Still, her current price target of $200 per share is less than 20% above the $170 per share that AAPL trades for today — suggesting that much of the Apple Car upside to the stock may not come until beyond 2022.</p><p><blockquote>最重要的是，由于 AAPL 股票的预期市盈率已经很高，这一催化剂可能已经被纳入其估值中。休伯蒂女士认为电动汽车有朝一日可能会使股价翻倍。尽管如此，她目前每股 200 美元的目标价比 AAPL 今天每股 170 美元的交易价格高出不到 20%，这表明苹果汽车对该股的大部分上涨空间可能要到 2022 年之后才会出现。</blockquote></p><p> Bottom line: the Apple Car may be something that helps the company and stock deliver solid long-term financial results and market gains, respectively. At the same time, it may fail to give shares a big jolt in the coming months.</p><p><blockquote>底线：苹果汽车可能有助于公司和股票分别实现稳健的长期财务业绩和市场收益。与此同时，它可能无法在未来几个月对股市造成重大冲击。</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: Will The Apple Car Be The Ultimate ‘Tesla Killer?’<blockquote>苹果股票： 苹果汽车会成为终极 “特斯拉杀手”吗？</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: Will The Apple Car Be The Ultimate ‘Tesla Killer?’<blockquote>苹果股票： 苹果汽车会成为终极 “特斯拉杀手”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-23 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s EV catalyst may help to boost returns in the long run. But in the near-term, it’s likely already priced into AAPL stock.</p><p><blockquote>苹果的电动汽车催化剂可能有助于提高长期回报。但在短期内，它很可能已经被纳入 AAPL 股票。</blockquote></p><p> Last week, we broke down Apple stock and its metaverse catalyst. Specifically, why the tech giant’s move into AR (augmented reality) and VR (virtual reality) hardware may give shares only a slight boost, at best.</p><p><blockquote>上周，我们分析了苹果股票及其元宇宙催化剂。具体来说，为什么这家科技巨头进军 AR（增强现实）和 VR（虚拟现实）硬件领域最多只会对股价带来轻微提振。</blockquote></p><p> Now, let’s look at a potential catalyst that may be more of a needle-mover: the company’s Apple Car project. If its development and launch are successful, it’s not far-fetched to believe this fully autonomous electric vehicle (EV) could give top early-stage names in this space, like Lucid and Rivian, a run for their money.</p><p><blockquote>现在，让我们来看看一个可能更具推动作用的潜在催化剂：该公司的苹果汽车项目。如果它的开发和推出取得成功，那么相信这款全自动电动汽车（EV）能让 Lucid 和Rivian等该领域的早期顶级公司望尘莫及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4c0f33eddb42a2022a11999bb87bf2\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple Car prototype.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果汽车原型车。</span></p></blockquote></p><p> Not only that, but the Apple Car may also have a shot of grabbing substantial market share from current leader Tesla. However, before putting in a buy order, let’s take a closer look at this catalyst, and its potential near and long-term impact on Apple shares.</p><p><blockquote>不仅如此，苹果汽车还可能有机会从目前的领导者特斯拉手中夺取大量市场份额。不过，在下达买入订单之前，让我们仔细看看这一催化剂，以及它对苹果股票的潜在近期和长期影响。</blockquote></p><p> <b>AAPL Stock and its Apple Car Catalyst</b></p><p><blockquote><b>苹果公司股票及其苹果汽车催化剂</b></blockquote></p><p> Before diving in, here’s a brief overview of Apple and its EV project. For years, the company has been at work developing an electric vehicle.</p><p><blockquote>在深入探讨之前，我们先简要介绍一下苹果及其电动汽车项目。多年来，该公司一直致力于开发电动汽车。</blockquote></p><p> Before, it was designing both a limited self-driving vehicle, as well as a fully self-driving vehicle. Working on both projects at the same time made sense. It would enable it to launch an EV before fully autonomous capabilities became available.</p><p><blockquote>此前，它正在设计有限的自动驾驶汽车和全自动驾驶汽车。同时从事这两个项目是有意义的。这将使其能够在完全自动驾驶功能可用之前推出电动汽车。</blockquote></p><p> But now, with a new leader in charge of the project (Kevin Lynch),Apple is putting all its eggs in the fully autonomous basket. Speeding up its timeline, the company is targeting a 2025 release date for its fully autonomous EV.</p><p><blockquote>但是现在，有了一个新的领导者（Kevin Lynch）来负责这个项目，苹果正在把所有的鸡蛋放在完全自主的篮子里。为了加快其时间表，该公司的目标是在 2025 年发布其全自动电动汽车。</blockquote></p><p> Given its track record, there are high expectations that Apple will meet this deadline and bring out a possible “Tesla killer” in less than four years. However, that’s not to say it’s a foregone conclusion.</p><p><blockquote>鉴于苹果的过往记录，人们对其寄予厚望，认为它将在不到四年的时间内赶上最后期限，并推出一个可能的 “特斯拉杀手 ”。不过，这并不是说这是板上钉钉的事。</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> Unlike its metaverse catalyst, the Apple Car may offer a lot more upside potential. As Morgan Stanley’s Katy Huberty argued back in November, its launch of a fully self-driving EV could ultimately double both its revenue and market cap.</p><p><blockquote>与元宇宙催化剂不同，苹果汽车可能会提供更大的上行潜力。正如摩根士丹利的凯蒂-休伯蒂（Katy Huberty）在 11 月份所说，该公司推出全自动驾驶电动汽车最终可能会使其收入和市值翻一番。</blockquote></p><p> The sell-side analyst pointed to many factors to support her case — the company’s large customer base, for one. Also, there is Apple’s past success diving into uncharted territory. For example, the company was a latecomer to mobile communication devices when it launched the iPhone, but it currently holds 23% of the market and growing.</p><p><blockquote>这位卖方分析师指出了许多支持她观点的因素，其中之一就是公司庞大的客户群。此外，苹果过去也曾成功潜入未知领域。例如，该公司在推出iPhone时是移动通信设备的后来者，但目前它占据了23%的市场份额，并且还在增长。</blockquote></p><p> That said, while it has a strong chance of finding success, the Apple Car could still hiccup moving to the delivery stage. In fact, it’s already dealing with some hurdles right now, as seen from recent news of the project losing key engineers to rivals.</p><p><blockquote>也就是说，虽然它有很大的成功机会，但苹果汽车在进入交付阶段时仍然可能会出现问题。事实上，该项目目前已经遇到了一些障碍，最近有消息称该项目将关键工程师输给了竞争对手。</blockquote></p><p> On top of this, with AAPL stock already trading at a stretched forward earnings multiple, this catalyst may already be factored into its valuation. Ms. Huberty sees EV as something that could one day double the share price. Still, her current price target of $200 per share is less than 20% above the $170 per share that AAPL trades for today — suggesting that much of the Apple Car upside to the stock may not come until beyond 2022.</p><p><blockquote>最重要的是，由于 AAPL 股票的预期市盈率已经很高，这一催化剂可能已经被纳入其估值中。休伯蒂女士认为电动汽车有朝一日可能会使股价翻倍。尽管如此，她目前每股 200 美元的目标价比 AAPL 今天每股 170 美元的交易价格高出不到 20%，这表明苹果汽车对该股的大部分上涨空间可能要到 2022 年之后才会出现。</blockquote></p><p> Bottom line: the Apple Car may be something that helps the company and stock deliver solid long-term financial results and market gains, respectively. At the same time, it may fail to give shares a big jolt in the coming months.</p><p><blockquote>底线：苹果汽车可能有助于公司和股票分别实现稳健的长期财务业绩和市场收益。与此同时，它可能无法在未来几个月对股市造成重大冲击。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-will-the-apple-car-be-the-ultimate-tesla-killer\">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","TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-will-the-apple-car-be-the-ultimate-tesla-killer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141555850","content_text":"Apple’s EV catalyst may help to boost returns in the long run. But in the near-term, it’s likely already priced into AAPL stock.\nLast week, we broke down Apple stock and its metaverse catalyst. Specifically, why the tech giant’s move into AR (augmented reality) and VR (virtual reality) hardware may give shares only a slight boost, at best.\nNow, let’s look at a potential catalyst that may be more of a needle-mover: the company’s Apple Car project. If its development and launch are successful, it’s not far-fetched to believe this fully autonomous electric vehicle (EV) could give top early-stage names in this space, like Lucid and Rivian, a run for their money.\nFigure 1: Apple Car prototype.\nNot only that, but the Apple Car may also have a shot of grabbing substantial market share from current leader Tesla. However, before putting in a buy order, let’s take a closer look at this catalyst, and its potential near and long-term impact on Apple shares.\nAAPL Stock and its Apple Car Catalyst\nBefore diving in, here’s a brief overview of Apple and its EV project. For years, the company has been at work developing an electric vehicle.\nBefore, it was designing both a limited self-driving vehicle, as well as a fully self-driving vehicle. Working on both projects at the same time made sense. It would enable it to launch an EV before fully autonomous capabilities became available.\nBut now, with a new leader in charge of the project (Kevin Lynch),Apple is putting all its eggs in the fully autonomous basket. Speeding up its timeline, the company is targeting a 2025 release date for its fully autonomous EV.\nGiven its track record, there are high expectations that Apple will meet this deadline and bring out a possible “Tesla killer” in less than four years. However, that’s not to say it’s a foregone conclusion.\nThe Apple Maven’s Take\nUnlike its metaverse catalyst, the Apple Car may offer a lot more upside potential. As Morgan Stanley’s Katy Huberty argued back in November, its launch of a fully self-driving EV could ultimately double both its revenue and market cap.\nThe sell-side analyst pointed to many factors to support her case — the company’s large customer base, for one. Also, there is Apple’s past success diving into uncharted territory. For example, the company was a latecomer to mobile communication devices when it launched the iPhone, but it currently holds 23% of the market and growing.\nThat said, while it has a strong chance of finding success, the Apple Car could still hiccup moving to the delivery stage. In fact, it’s already dealing with some hurdles right now, as seen from recent news of the project losing key engineers to rivals.\nOn top of this, with AAPL stock already trading at a stretched forward earnings multiple, this catalyst may already be factored into its valuation. Ms. Huberty sees EV as something that could one day double the share price. Still, her current price target of $200 per share is less than 20% above the $170 per share that AAPL trades for today — suggesting that much of the Apple Car upside to the stock may not come until beyond 2022.\nBottom line: the Apple Car may be something that helps the company and stock deliver solid long-term financial results and market gains, respectively. At the same time, it may fail to give shares a big jolt in the coming months.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5287,"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/691411991"}
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