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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 万亿美元牛市案例</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 的时机。</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>苹果的股票在过去几周里上下波动，现在的交易价格约为每股 8 美元，低于我最近的 “削减头寸 ”价位。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情况。</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>华尔街提高了标准</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>由于苹果股价在 11 月底和 12 月初的强劲反弹，因此发生了一件独特的事情： 尽管华尔街一致给予该股 “强力买入 ”评级，但平均目标价已跌破苹果公司的市值。</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估值过高而下调评级，要么提高价格目标以迎头赶上。后者最终发生了，这表明对进一步上行机会的信心。</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， 一波分析师认为苹果公司的市值在 3 万亿美元或以上。在买方方面，Loup Ventures 的 Gene Munster 甚至呼吁以元宇宙和自动驾驶汽车的机会为由，提供 4 万亿美元的公允价值。</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>花旗于 12 月 22 日发布了最新报告。分析师吉姆·苏瓦 (Jim Suva) 将目标价上调了 30 美元至 200 美元，理由是未来的一些积极发展：（1）本财年对产品和服务的需求有弹性；（2）混合现实机会没有充分反映在股价中。</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>底线是，华尔街正在忽略将 AAPL 股价从两周前的 180 美元推至最近 160 美元高位的短期阻力。分析师表示，看跌压力似乎成为了以更低价格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 AAPL 是对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>如果该股表现逊于纳斯达克 5 个百分点，请考虑增持 AAPL——我估计在 160 美元的股价下可能会发生这种情况。</li><li>在股价跌破 150 美元的可能性较小的情况下，“倒车”。</li></ul>下图显示，在 12 月 22 日盘前，自我发表 “削减头寸 ”文章以来，AAPL 已落后纳斯达克指数约 2 个百分点。因此，购买 AAPL 的理由正在慢慢增强，但未来一些表现不佳仍然不是不可能的。</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 万亿美元牛市案例</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 万亿美元牛市案例</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 的时机。</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>苹果的股票在过去几周里上下波动，现在的交易价格约为每股 8 美元，低于我最近的 “削减头寸 ”价位。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情况。</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>华尔街提高了标准</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>由于苹果股价在 11 月底和 12 月初的强劲反弹，因此发生了一件独特的事情： 尽管华尔街一致给予该股 “强力买入 ”评级，但平均目标价已跌破苹果公司的市值。</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估值过高而下调评级，要么提高价格目标以迎头赶上。后者最终发生了，这表明对进一步上行机会的信心。</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， 一波分析师认为苹果公司的市值在 3 万亿美元或以上。在买方方面，Loup Ventures 的 Gene Munster 甚至呼吁以元宇宙和自动驾驶汽车的机会为由，提供 4 万亿美元的公允价值。</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>花旗于 12 月 22 日发布了最新报告。分析师吉姆·苏瓦 (Jim Suva) 将目标价上调了 30 美元至 200 美元，理由是未来的一些积极发展：（1）本财年对产品和服务的需求有弹性；（2）混合现实机会没有充分反映在股价中。</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>底线是，华尔街正在忽略将 AAPL 股价从两周前的 180 美元推至最近 160 美元高位的短期阻力。分析师表示，看跌压力似乎成为了以更低价格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 AAPL 是对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>如果该股表现逊于纳斯达克 5 个百分点，请考虑增持 AAPL——我估计在 160 美元的股价下可能会发生这种情况。</li><li>在股价跌破 150 美元的可能性较小的情况下，“倒车”。</li></ul>下图显示，在 12 月 22 日盘前，自我发表 “削减头寸 ”文章以来，AAPL 已落后纳斯达克指数约 2 个百分点。因此，购买 AAPL 的理由正在慢慢增强，但未来一些表现不佳仍然不是不可能的。</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":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":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/698192790"}
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