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2021-12-24
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Apple Stock: Wall Street Lines Up Behind $3 Trillion Bull Case<blockquote>苹果股票：华尔街支持3万亿美元的牛市</blockquote>
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We review the most recent sell-side t","content":"<p>Wall Street continues to support the bull case on Apple stock. We review the most recent sell-side takes and assess if now is the time to buy the dip in AAPL.</p><p><blockquote>华尔街继续支持苹果股票的牛市。我们回顾了最近的卖方观点，并评估现在是否是逢低买入AAPL的时候。</blockquote></p><p> Apple stock has bounced up and down in the past couple of weeks and now trades around $8 per share below my recent “trim the position” price point. But lack of momentum has not fazed Wall Street analysts, who increasingly believe that Apple will reach a market cap above $3 trillion within the next 12 months.</p><p><blockquote>苹果股票在过去几周上下反弹，目前每股交易价格比我最近的“削减头寸”价格点低约8美元。但缺乏动力并没有困扰华尔街分析师，他们越来越相信苹果的市值将在未来12个月内达到3万亿美元以上。</blockquote></p><p> Today, the Apple Maven scans through the most recently published sell-side reports and assesses the ever-stronger bull case on shares of the Cupertino company.</p><p><blockquote>今天，苹果专家浏览了最近发布的卖方报告，并评估了库比蒂诺公司股票日益强劲的牛市理由。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8dea165a4c3f8375b37ab1560d20bec\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street moves up the bar</b></p><p><blockquote><b>华尔街名列前茅</b></blockquote></p><p> Because Apple stock rallied as strongly as it did in late November and early December, something unique happened: despite Wall Street having a consensus “strong buy” rating on shares, the average target price had fallen below AAPL’s market value.</p><p><blockquote>由于苹果股价像11月底和12月初一样强劲反弹，发生了一些独特的事情：尽管华尔街一致对该股给予“强力买入”评级，但平均目标价已跌破AAPL的市值。</blockquote></p><p> One of two things could have happened: either analysts would need to downgrade their views based on stretched valuations, or raise their price targets to catch up. The latter ended up happening, which suggests confidence in further upside opportunity.</p><p><blockquote>可能会发生两种情况之一：要么分析师需要根据过高的估值下调他们的观点，要么提高他们的价格目标以迎头赶上。后者最终发生了，这表明对进一步上涨机会的信心。</blockquote></p><p> Last week,we pointed out that a wave of analysts had made their case for AAPL at a $3 trillion market cap or above. On the buy side, Gene Munster from Loup Ventures even called for $4 trillion fair value on the back of opportunities in metaverse and autonomous vehicles.</p><p><blockquote>上周，我们指出，一波分析师认为AAPL的市值为3万亿美元或以上。在买方方面，Loup Ventures的Gene Munster甚至呼吁，基于元宇宙和自动驾驶汽车的机会，公允价值为4万亿美元。</blockquote></p><p> The most recent report came in from Citi, on December 22. Analyst Jim Suva raised his price target by $30 to $200, citing a few positive developments ahead: (1) resilient demand for products and services in the current fiscal year; and (2) the mixed reality opportunity not fully reflected in the stock price.</p><p><blockquote>最近的一份报告来自花旗于12月22日发布。分析师Jim Suva将目标价上调30美元至200美元，并列举了未来的一些积极进展：(1)本财年对产品和服务的弹性需求；(2)混合现实机会未充分反映在股价中。</blockquote></p><p> The bottom line is that Wall Street is looking past the short-term headwinds that have pushed AAPL share price from $180 two weeks ago to the high $160s recently. Bearish pressures, it seems, have served as a catalyst to buy Apple stock cheaper, according to analysts.</p><p><blockquote>最重要的是，华尔街正在忽视将AAPL股价从两周前的180美元推高至最近160美元的短期阻力。分析师表示，看跌压力似乎成为低价购买苹果股票的催化剂。</blockquote></p><p> <b>Is it time to buy AAPL?</b></p><p><blockquote><b>是时候购买AAPL了吗？</b></blockquote></p><p> Late last week,I offered a plan of action for those looking to buy the dip in Apple stock. First, I still think that AAPL is a good addition to a growth portfolio that does not have any exposure to it. Otherwise, I believe that investors should:</p><p><blockquote>上周晚些时候，我为那些希望逢低买入苹果股票的人提供了一个行动计划。首先，我仍然认为苹果公司是没有任何风险敞口的成长型投资组合的一个很好的补充。否则，我认为投资者应该：</blockquote></p><p> <ul> <li>Consider accumulating AAPL if the stock underperforms the Nasdaq by 5 percentage points — which I estimated could happen at $160 share price.</li> <li>“Back up the truck” in the more unlikely scenario of a share price dip below $150.</li> </ul> The chart below shows that, premarket on December 22, AAPL had trailed the Nasdaq index by about 2 percentage points since my “trim the position” article. Therefore, the case for buying AAPL is slowly gaining strength, but some underperformance ahead is still not out of question.</p><p><blockquote><ul><li>如果AAPL股票的表现落后纳斯达克5个百分点，请考虑积累AAPL——我估计股价可能会达到160美元。</li><li>在股价跌破150美元的可能性更小的情况下“备份卡车”。</li></ul>下图显示，自我发表“削减头寸”文章以来，12月22日盘前，AAPL落后纳斯达克指数约2个百分点。因此，购买苹果公司的理由正在慢慢增强，但未来表现不佳仍不是不可能的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67f898e47d3d3dcee96368c621537b62\" tg-width=\"1095\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Figure 2: AAPL and IXIC performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和IXIC性能。</span></p></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: Wall Street Lines Up Behind $3 Trillion Bull Case<blockquote>苹果股票：华尔街支持3万亿美元的牛市</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: Wall Street Lines Up Behind $3 Trillion Bull Case<blockquote>苹果股票：华尔街支持3万亿美元的牛市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-24 10:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street continues to support the bull case on Apple stock. We review the most recent sell-side takes and assess if now is the time to buy the dip in AAPL.</p><p><blockquote>华尔街继续支持苹果股票的牛市。我们回顾了最近的卖方观点，并评估现在是否是逢低买入AAPL的时候。</blockquote></p><p> Apple stock has bounced up and down in the past couple of weeks and now trades around $8 per share below my recent “trim the position” price point. But lack of momentum has not fazed Wall Street analysts, who increasingly believe that Apple will reach a market cap above $3 trillion within the next 12 months.</p><p><blockquote>苹果股票在过去几周上下反弹，目前每股交易价格比我最近的“削减头寸”价格点低约8美元。但缺乏动力并没有困扰华尔街分析师，他们越来越相信苹果的市值将在未来12个月内达到3万亿美元以上。</blockquote></p><p> Today, the Apple Maven scans through the most recently published sell-side reports and assesses the ever-stronger bull case on shares of the Cupertino company.</p><p><blockquote>今天，苹果专家浏览了最近发布的卖方报告，并评估了库比蒂诺公司股票日益强劲的牛市理由。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8dea165a4c3f8375b37ab1560d20bec\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street moves up the bar</b></p><p><blockquote><b>华尔街名列前茅</b></blockquote></p><p> Because Apple stock rallied as strongly as it did in late November and early December, something unique happened: despite Wall Street having a consensus “strong buy” rating on shares, the average target price had fallen below AAPL’s market value.</p><p><blockquote>由于苹果股价像11月底和12月初一样强劲反弹，发生了一些独特的事情：尽管华尔街一致对该股给予“强力买入”评级，但平均目标价已跌破AAPL的市值。</blockquote></p><p> One of two things could have happened: either analysts would need to downgrade their views based on stretched valuations, or raise their price targets to catch up. The latter ended up happening, which suggests confidence in further upside opportunity.</p><p><blockquote>可能会发生两种情况之一：要么分析师需要根据过高的估值下调他们的观点，要么提高他们的价格目标以迎头赶上。后者最终发生了，这表明对进一步上涨机会的信心。</blockquote></p><p> Last week,we pointed out that a wave of analysts had made their case for AAPL at a $3 trillion market cap or above. On the buy side, Gene Munster from Loup Ventures even called for $4 trillion fair value on the back of opportunities in metaverse and autonomous vehicles.</p><p><blockquote>上周，我们指出，一波分析师认为AAPL的市值为3万亿美元或以上。在买方方面，Loup Ventures的Gene Munster甚至呼吁，基于元宇宙和自动驾驶汽车的机会，公允价值为4万亿美元。</blockquote></p><p> The most recent report came in from Citi, on December 22. Analyst Jim Suva raised his price target by $30 to $200, citing a few positive developments ahead: (1) resilient demand for products and services in the current fiscal year; and (2) the mixed reality opportunity not fully reflected in the stock price.</p><p><blockquote>最近的一份报告来自花旗于12月22日发布。分析师Jim Suva将目标价上调30美元至200美元，并列举了未来的一些积极进展：(1)本财年对产品和服务的弹性需求；(2)混合现实机会未充分反映在股价中。</blockquote></p><p> The bottom line is that Wall Street is looking past the short-term headwinds that have pushed AAPL share price from $180 two weeks ago to the high $160s recently. Bearish pressures, it seems, have served as a catalyst to buy Apple stock cheaper, according to analysts.</p><p><blockquote>最重要的是，华尔街正在忽视将AAPL股价从两周前的180美元推高至最近160美元的短期阻力。分析师表示，看跌压力似乎成为低价购买苹果股票的催化剂。</blockquote></p><p> <b>Is it time to buy AAPL?</b></p><p><blockquote><b>是时候购买AAPL了吗？</b></blockquote></p><p> Late last week,I offered a plan of action for those looking to buy the dip in Apple stock. First, I still think that AAPL is a good addition to a growth portfolio that does not have any exposure to it. Otherwise, I believe that investors should:</p><p><blockquote>上周晚些时候，我为那些希望逢低买入苹果股票的人提供了一个行动计划。首先，我仍然认为苹果公司是没有任何风险敞口的成长型投资组合的一个很好的补充。否则，我认为投资者应该：</blockquote></p><p> <ul> <li>Consider accumulating AAPL if the stock underperforms the Nasdaq by 5 percentage points — which I estimated could happen at $160 share price.</li> <li>“Back up the truck” in the more unlikely scenario of a share price dip below $150.</li> </ul> The chart below shows that, premarket on December 22, AAPL had trailed the Nasdaq index by about 2 percentage points since my “trim the position” article. Therefore, the case for buying AAPL is slowly gaining strength, but some underperformance ahead is still not out of question.</p><p><blockquote><ul><li>如果AAPL股票的表现落后纳斯达克5个百分点，请考虑积累AAPL——我估计股价可能会达到160美元。</li><li>在股价跌破150美元的可能性更小的情况下“备份卡车”。</li></ul>下图显示，自我发表“削减头寸”文章以来，12月22日盘前，AAPL落后纳斯达克指数约2个百分点。因此，购买苹果公司的理由正在慢慢增强，但未来表现不佳仍不是不可能的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67f898e47d3d3dcee96368c621537b62\" tg-width=\"1095\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Figure 2: AAPL and IXIC performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和IXIC性能。</span></p></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-wall-street-lines-up-behind-3-trillion-bull-case\">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-wall-street-lines-up-behind-3-trillion-bull-case","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183390970","content_text":"Wall Street continues to support the bull case on Apple stock. We review the most recent sell-side takes and assess if now is the time to buy the dip in AAPL.\nApple stock has bounced up and down in the past couple of weeks and now trades around $8 per share below my recent “trim the position” price point. But lack of momentum has not fazed Wall Street analysts, who increasingly believe that Apple will reach a market cap above $3 trillion within the next 12 months.\nToday, the Apple Maven scans through the most recently published sell-side reports and assesses the ever-stronger bull case on shares of the Cupertino company.\nFigure 1: Apple's store in New York, NY.\nWall Street moves up the bar\nBecause Apple stock rallied as strongly as it did in late November and early December, something unique happened: despite Wall Street having a consensus “strong buy” rating on shares, the average target price had fallen below AAPL’s market value.\nOne of two things could have happened: either analysts would need to downgrade their views based on stretched valuations, or raise their price targets to catch up. The latter ended up happening, which suggests confidence in further upside opportunity.\nLast week,we pointed out that a wave of analysts had made their case for AAPL at a $3 trillion market cap or above. On the buy side, Gene Munster from Loup Ventures even called for $4 trillion fair value on the back of opportunities in metaverse and autonomous vehicles.\nThe most recent report came in from Citi, on December 22. Analyst Jim Suva raised his price target by $30 to $200, citing a few positive developments ahead: (1) resilient demand for products and services in the current fiscal year; and (2) the mixed reality opportunity not fully reflected in the stock price.\nThe bottom line is that Wall Street is looking past the short-term headwinds that have pushed AAPL share price from $180 two weeks ago to the high $160s recently. Bearish pressures, it seems, have served as a catalyst to buy Apple stock cheaper, according to analysts.\nIs it time to buy AAPL?\nLate last week,I offered a plan of action for those looking to buy the dip in Apple stock. First, I still think that AAPL is a good addition to a growth portfolio that does not have any exposure to it. Otherwise, I believe that investors should:\n\nConsider accumulating AAPL if the stock underperforms the Nasdaq by 5 percentage points — which I estimated could happen at $160 share price.\n“Back up the truck” in the more unlikely scenario of a share price dip below $150.\n\nThe chart below shows that, premarket on December 22, AAPL had trailed the Nasdaq index by about 2 percentage points since my “trim the position” article. Therefore, the case for buying AAPL is slowly gaining strength, but some underperformance ahead is still not out of question.\nFigure 2: AAPL and IXIC performance.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":756,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/698192790"}
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