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2021-09-14
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Wall Street Agrees: Buy Apple Stock Following App Store Scare<blockquote>华尔街同意：在App Store恐慌后买入苹果股票</blockquote>
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Here is why.</p><p><blockquote>Epic Games诉讼的法院裁决导致苹果股价周五暴跌，但华尔街认为没什么好担心的。原因如下。</blockquote></p><p> The damage to Apple stock(<b>AAPL</b>) caused by Friday’s App Store debacle has been contained. On a Monday in which stocks moved little, AAPL barely inched forward by midday – something that can be perceived as a positive by investors that feared further pressure from last week’s court ruling.</p><p><blockquote>对苹果股票的损害（<b>AAPL</b>）由周五App Store崩溃引起的事件已得到遏制。周一股市几乎没有变动，苹果公司在中午前几乎没有小幅上涨——这对于担心上周法院裁决带来进一步压力的投资者来说是一个积极因素。</blockquote></p><p> Probably supporting share price was a barrage of Wall Street reports, issued in the past couple of business days, that were overwhelmingly positive (neutral at worst) regarding the impact of the Epic Games battle on AAPL stock. Today, the Apple Maven dives deeper into the subject.</p><p><blockquote>过去几个工作日发布的一系列华尔街报告可能会支撑股价，这些报告对于Epic Games之战对AAPL股票的影响持压倒性积极（最坏的情况是中性）。今天，苹果专家更深入地探讨了这个主题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ae941b84ef5d112e08d0b706b8d53e5\" tg-width=\"1240\" tg-height=\"775\" width=\"100%\" height=\"auto\"><span>Figure 1: App Store app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：App Store应用图标。</span></p></blockquote></p><p> <b>Wall Street’s thoughts</b></p><p><blockquote><b>华尔街的想法</b></blockquote></p><p> Not a single Wall Street analyst has substantially changed his or her mind on Apple stock since last Friday’s court decision on the App Store. This is what a scan through the most recent sell-side reports issued on AAPL in the last couple of days reveals. Ratings remained unchanged, as did price targets.</p><p><blockquote>自上周五法院对App Store做出裁决以来，没有一位华尔街分析师大幅改变对苹果股票的看法。这是对过去几天发布的有关AAPL的最新卖方报告的扫描所揭示的。评级和价格目标保持不变。</blockquote></p><p> Morgan Stanley’s Katy Huberty offered some numbers. In a worst-case scenario in which “the ruling were to be applied globally and Apple were to lose all App Store revenue from the top 20 app developers globally, [the drag to financial performance] would equate to 2% of revenue and 5% of EPS”.</p><p><blockquote>摩根士丹利的凯蒂·休伯蒂提供了一些数字。在最坏的情况下，“该裁决将在全球范围内适用，苹果将失去全球前20名应用程序开发商的所有应用程序商店收入，[对财务业绩的拖累]将相当于收入的2%和每股收益的5%”。</blockquote></p><p> Wedbush’s Dan Ives has largely agreed with the opinion. Calling Apple's regulatory pressures \"containable”, he sees the potential impact to EPS at no more than 4%. Between Morgan Stanley’s and Wedbush’s estimates, it looks like Friday’s 3% decline in Apple’s market cap was enough to properly reflect the P&L risks.</p><p><blockquote>韦德布什的丹·艾夫斯基本上同意这一观点。他称苹果的监管压力“可控”，认为对每股收益的潜在影响不超过4%。根据摩根士丹利和韦德布什的估计，周五苹果市值下跌3%似乎足以正确反映损益风险。</blockquote></p><p> Jefferies’ Kyle McNealy sounded even more optimistic bycallingthe ruling “a win” for the Cupertino company and a “validation of the App Store business model”. While he believes that EPS could take a 4% hit, the analyst doubts that any impact would be felt before the June 2022 quarter.</p><p><blockquote>杰富瑞(Jefferies)的凯尔·麦克尼利(Kyle McNealy)听起来更加乐观，他称这一裁决是库比蒂诺公司的“胜利”，也是“对App Store商业模式的验证”。虽然他认为每股收益可能会受到4%的打击，但分析师怀疑在2022年6月季度之前是否会感受到任何影响。</blockquote></p><p> The least bullish of Wall Street’s interpretations on Friday’s court decision seemed neutral to slightly cautious, at worst. Citi’s Jim Suvamentionedvaluation pressures as a possible outcome. Bank of America’s Wamsi Mohan saw the decision as a “net negative” but pointed out that “the final verdict could still be years away.”</p><p><blockquote>华尔街对周五法院判决的解读中最不乐观的似乎是中性到稍微谨慎，最坏的情况是。花旗的吉姆·苏瓦提到估值压力是一个可能的结果。美国银行的瓦姆西·莫汉(Wamsi Mohan)认为这一决定是“净负面”，但指出“最终判决可能还需要数年时间”。</blockquote></p><p> The App Store drama could even become less of a topic of conversation soon enough, when Apple introduces the iPhone 13. JPMorgan’s Samik Chatterjee, for example, chose to focus on the product launch this week. He said that even iPhone 12 momentum and strong performance in iPad and Mac alone, let alone the iPhone 13, could be enough to push fiscal Q4 numbers beyond Apple’s conservative guidance.</p><p><blockquote>当苹果推出iPhone 13时，App Store的戏剧性事件甚至可能很快就不再是人们谈论的话题。例如，摩根大通的Samik Chatterjee选择本周专注于产品发布。他表示，即使iPhone 12的势头以及iPad和Mac的强劲表现，更不用说iPhone 13了，也足以推动第四财季数据超出苹果的保守指导。</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> Maybe I am being influenced by so much optimism coming from Wall Street, but the worries over the App Store that I brought up two weeks ago may have been left behind. Apple stock took a noticeable hit on Friday. However, if analysts are right, the modest pullback may have been enough to price in the risks.</p><p><blockquote>也许我受到了来自华尔街的乐观情绪的影响，但我两周前提出的对App Store的担忧可能已经被抛在脑后。苹果股价周五遭受明显打击。然而，如果分析师是正确的，适度的回调可能足以消化风险。</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>Wall Street Agrees: Buy Apple Stock Following App Store Scare<blockquote>华尔街同意：在App Store恐慌后买入苹果股票</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\">\nWall Street Agrees: Buy Apple Stock Following App Store Scare<blockquote>华尔街同意：在App Store恐慌后买入苹果股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-09-14 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Epic Games lawsuit’s court ruling sent Apple stock tumbling on Friday – but Wall Street believes that there is not much to worry about. Here is why.</p><p><blockquote>Epic Games诉讼的法院裁决导致苹果股价周五暴跌，但华尔街认为没什么好担心的。原因如下。</blockquote></p><p> The damage to Apple stock(<b>AAPL</b>) caused by Friday’s App Store debacle has been contained. On a Monday in which stocks moved little, AAPL barely inched forward by midday – something that can be perceived as a positive by investors that feared further pressure from last week’s court ruling.</p><p><blockquote>对苹果股票的损害（<b>AAPL</b>）由周五App Store崩溃引起的事件已得到遏制。周一股市几乎没有变动，苹果公司在中午前几乎没有小幅上涨——这对于担心上周法院裁决带来进一步压力的投资者来说是一个积极因素。</blockquote></p><p> Probably supporting share price was a barrage of Wall Street reports, issued in the past couple of business days, that were overwhelmingly positive (neutral at worst) regarding the impact of the Epic Games battle on AAPL stock. Today, the Apple Maven dives deeper into the subject.</p><p><blockquote>过去几个工作日发布的一系列华尔街报告可能会支撑股价，这些报告对于Epic Games之战对AAPL股票的影响持压倒性积极（最坏的情况是中性）。今天，苹果专家更深入地探讨了这个主题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ae941b84ef5d112e08d0b706b8d53e5\" tg-width=\"1240\" tg-height=\"775\" width=\"100%\" height=\"auto\"><span>Figure 1: App Store app icon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：App Store应用图标。</span></p></blockquote></p><p> <b>Wall Street’s thoughts</b></p><p><blockquote><b>华尔街的想法</b></blockquote></p><p> Not a single Wall Street analyst has substantially changed his or her mind on Apple stock since last Friday’s court decision on the App Store. This is what a scan through the most recent sell-side reports issued on AAPL in the last couple of days reveals. Ratings remained unchanged, as did price targets.</p><p><blockquote>自上周五法院对App Store做出裁决以来，没有一位华尔街分析师大幅改变对苹果股票的看法。这是对过去几天发布的有关AAPL的最新卖方报告的扫描所揭示的。评级和价格目标保持不变。</blockquote></p><p> Morgan Stanley’s Katy Huberty offered some numbers. In a worst-case scenario in which “the ruling were to be applied globally and Apple were to lose all App Store revenue from the top 20 app developers globally, [the drag to financial performance] would equate to 2% of revenue and 5% of EPS”.</p><p><blockquote>摩根士丹利的凯蒂·休伯蒂提供了一些数字。在最坏的情况下，“该裁决将在全球范围内适用，苹果将失去全球前20名应用程序开发商的所有应用程序商店收入，[对财务业绩的拖累]将相当于收入的2%和每股收益的5%”。</blockquote></p><p> Wedbush’s Dan Ives has largely agreed with the opinion. Calling Apple's regulatory pressures \"containable”, he sees the potential impact to EPS at no more than 4%. Between Morgan Stanley’s and Wedbush’s estimates, it looks like Friday’s 3% decline in Apple’s market cap was enough to properly reflect the P&L risks.</p><p><blockquote>韦德布什的丹·艾夫斯基本上同意这一观点。他称苹果的监管压力“可控”，认为对每股收益的潜在影响不超过4%。根据摩根士丹利和韦德布什的估计，周五苹果市值下跌3%似乎足以正确反映损益风险。</blockquote></p><p> Jefferies’ Kyle McNealy sounded even more optimistic bycallingthe ruling “a win” for the Cupertino company and a “validation of the App Store business model”. While he believes that EPS could take a 4% hit, the analyst doubts that any impact would be felt before the June 2022 quarter.</p><p><blockquote>杰富瑞(Jefferies)的凯尔·麦克尼利(Kyle McNealy)听起来更加乐观，他称这一裁决是库比蒂诺公司的“胜利”，也是“对App Store商业模式的验证”。虽然他认为每股收益可能会受到4%的打击，但分析师怀疑在2022年6月季度之前是否会感受到任何影响。</blockquote></p><p> The least bullish of Wall Street’s interpretations on Friday’s court decision seemed neutral to slightly cautious, at worst. Citi’s Jim Suvamentionedvaluation pressures as a possible outcome. Bank of America’s Wamsi Mohan saw the decision as a “net negative” but pointed out that “the final verdict could still be years away.”</p><p><blockquote>华尔街对周五法院判决的解读中最不乐观的似乎是中性到稍微谨慎，最坏的情况是。花旗的吉姆·苏瓦提到估值压力是一个可能的结果。美国银行的瓦姆西·莫汉(Wamsi Mohan)认为这一决定是“净负面”，但指出“最终判决可能还需要数年时间”。</blockquote></p><p> The App Store drama could even become less of a topic of conversation soon enough, when Apple introduces the iPhone 13. JPMorgan’s Samik Chatterjee, for example, chose to focus on the product launch this week. He said that even iPhone 12 momentum and strong performance in iPad and Mac alone, let alone the iPhone 13, could be enough to push fiscal Q4 numbers beyond Apple’s conservative guidance.</p><p><blockquote>当苹果推出iPhone 13时，App Store的戏剧性事件甚至可能很快就不再是人们谈论的话题。例如，摩根大通的Samik Chatterjee选择本周专注于产品发布。他表示，即使iPhone 12的势头以及iPad和Mac的强劲表现，更不用说iPhone 13了，也足以推动第四财季数据超出苹果的保守指导。</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> Maybe I am being influenced by so much optimism coming from Wall Street, but the worries over the App Store that I brought up two weeks ago may have been left behind. Apple stock took a noticeable hit on Friday. However, if analysts are right, the modest pullback may have been enough to price in the risks.</p><p><blockquote>也许我受到了来自华尔街的乐观情绪的影响，但我两周前提出的对App Store的担忧可能已经被抛在脑后。苹果股价周五遭受明显打击。然而，如果分析师是正确的，适度的回调可能足以消化风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/apple-services/wall-street-agrees-buy-apple-stock-following-app-store-scare\">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/apple-services/wall-street-agrees-buy-apple-stock-following-app-store-scare","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186371476","content_text":"The Epic Games lawsuit’s court ruling sent Apple stock tumbling on Friday – but Wall Street believes that there is not much to worry about. Here is why.\nThe damage to Apple stock(AAPL) caused by Friday’s App Store debacle has been contained. On a Monday in which stocks moved little, AAPL barely inched forward by midday – something that can be perceived as a positive by investors that feared further pressure from last week’s court ruling.\nProbably supporting share price was a barrage of Wall Street reports, issued in the past couple of business days, that were overwhelmingly positive (neutral at worst) regarding the impact of the Epic Games battle on AAPL stock. Today, the Apple Maven dives deeper into the subject.\nFigure 1: App Store app icon.\nWall Street’s thoughts\nNot a single Wall Street analyst has substantially changed his or her mind on Apple stock since last Friday’s court decision on the App Store. This is what a scan through the most recent sell-side reports issued on AAPL in the last couple of days reveals. Ratings remained unchanged, as did price targets.\nMorgan Stanley’s Katy Huberty offered some numbers. In a worst-case scenario in which “the ruling were to be applied globally and Apple were to lose all App Store revenue from the top 20 app developers globally, [the drag to financial performance] would equate to 2% of revenue and 5% of EPS”.\nWedbush’s Dan Ives has largely agreed with the opinion. Calling Apple's regulatory pressures \"containable”, he sees the potential impact to EPS at no more than 4%. Between Morgan Stanley’s and Wedbush’s estimates, it looks like Friday’s 3% decline in Apple’s market cap was enough to properly reflect the P&L risks.\nJefferies’ Kyle McNealy sounded even more optimistic bycallingthe ruling “a win” for the Cupertino company and a “validation of the App Store business model”. While he believes that EPS could take a 4% hit, the analyst doubts that any impact would be felt before the June 2022 quarter.\nThe least bullish of Wall Street’s interpretations on Friday’s court decision seemed neutral to slightly cautious, at worst. Citi’s Jim Suvamentionedvaluation pressures as a possible outcome. Bank of America’s Wamsi Mohan saw the decision as a “net negative” but pointed out that “the final verdict could still be years away.”\nThe App Store drama could even become less of a topic of conversation soon enough, when Apple introduces the iPhone 13. JPMorgan’s Samik Chatterjee, for example, chose to focus on the product launch this week. He said that even iPhone 12 momentum and strong performance in iPad and Mac alone, let alone the iPhone 13, could be enough to push fiscal Q4 numbers beyond Apple’s conservative guidance.\nThe Apple Maven’s take\nMaybe I am being influenced by so much optimism coming from Wall Street, but the worries over the App Store that I brought up two weeks ago may have been left behind. Apple stock took a noticeable hit on Friday. However, if analysts are right, the modest pullback may have been enough to price in the risks.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":317,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/886781343"}
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