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走在雨中
2022-09-02
市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄
特斯拉多头分析师:2030年市值有望达10万亿美元!
走在雨中
2021-10-26
“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气
抱歉,原内容已删除
走在雨中
2021-11-06
目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%
Apple Shares Are Likely To Consolidate For The Next Couple Of Years<blockquote>苹果股价可能会在未来几年整合</blockquote>
走在雨中
2022-04-19
“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄
ARK上调特斯拉目标价:四年翻四倍至4600美元!
走在雨中
2021-12-31
4万亿美元算什么,马斯克拿下火星,比这厉害多了😊
抱歉,原内容已删除
走在雨中
07-01
如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑]
特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!
走在雨中
2021-08-11
苹果今年的收入预计将增长33%,达到惊人的3650亿美元
苹果今年盈利如何出奇制胜:紧抓存储这台“印钞机”!
走在雨中
2022-05-21
砸碎埃隆门,开启火星门😄
抱歉,原内容已删除
走在雨中
2021-12-01
人家该牛!
苹果股价创历史新高,市值超2.75万亿美元
走在雨中
2021-10-26
“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份
抱歉,原内容已删除
走在雨中
2021-07-28
“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能
Apple's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records<blockquote>由于iPhone销售强劲,苹果第三季度盈利超出预期;服务性能,记录中已安装的活动设备</blockquote>
走在雨中
2020-10-27
3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?
抱歉,原内容已删除
走在雨中
2022-01-07
美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄
@问就是加仓up:3w亿美金是苹果的巅峰吗
走在雨中
2021-12-02
口头上踏苹果,暗地里吃🍎
苹果涨近3% 股价刷新历史高位
走在雨中
2021-11-01
截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄
抱歉,原内容已删除
走在雨中
2021-09-11
何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的
抱歉,原内容已删除
走在雨中
2021-08-24
年入4000亿美元,越是高端,越有人追,越追越高端
抱歉,原内容已删除
走在雨中
2021-06-04
咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货
Where Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</blockquote>
走在雨中
10-10
这种说法符合美国国情 [强]
去老虎APP查看更多动态
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","text":"三个月后,AI就赶英超美了[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476849767006392","repostId":"2566697691","repostType":2,"repost":{"id":"2566697691","kind":"news","pubTimestamp":1757420357,"share":"https://www.laohu8.com/m/news/2566697691?lang=zh_CN&edition=full","pubTime":"2025-09-09 20:19","market":"us","language":"zh","title":"中信里昂:中美AI发展差距已缩至3个月","url":"https://stock-news.laohu8.com/highlight/detail?id=2566697691","media":"21世纪经济报道","summary":"南方财经 21世纪经济报道记者 张伟泽 香港报道9月9日,中信里昂中国科技研究主管张钦锐在记者会上表示,中国AI发展与美国的技术差距已从此前的一年以上缩短至大约3个月。张钦锐认为,美国在高性能计算芯片和某些AI模型方面领先,但中国在开源模型发展上表现突出。","content":"<div>\n<p>南方财经 21世纪经济报道记者 张伟泽 香港报道9月9日,中信里昂中国科技研究主管张钦锐在记者会上表示,中国AI发展与美国的技术差距已从此前的一年以上缩短至大约3个月。他认为,市场对苹果供应链的关税担忧已基本缓解,并预计2026年推出的可折叠iPhone将为中国供应商带来新增长机遇。张钦锐认为,美国在高性能计算芯片和某些AI模型方面领先,但中国在开源模型发展上表现突出。他指出,得益于中国庞大工程师...</p>\n\n<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中信里昂:中美AI发展差距已缩至3个月\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 20:19 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南方财经 21世纪经济报道记者 张伟泽 香港报道9月9日,中信里昂中国科技研究主管张钦锐在记者会上表示,中国AI发展与美国的技术差距已从此前的一年以上缩短至大约3个月。他认为,市场对苹果供应链的关税担忧已基本缓解,并预计2026年推出的可折叠iPhone将为中国供应商带来新增长机遇。张钦锐认为,美国在高性能计算芯片和某些AI模型方面领先,但中国在开源模型发展上表现突出。他指出,得益于中国庞大工程师...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4527":"明星科技股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) 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ACC","BK4554":"元宇宙及AR概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250909202213951ebfe8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2566697691","content_text":"南方财经 21世纪经济报道记者 张伟泽 香港报道9月9日,中信里昂中国科技研究主管张钦锐在记者会上表示,中国AI发展与美国的技术差距已从此前的一年以上缩短至大约3个月。他认为,市场对苹果供应链的关税担忧已基本缓解,并预计2026年推出的可折叠iPhone将为中国供应商带来新增长机遇。张钦锐认为,美国在高性能计算芯片和某些AI模型方面领先,但中国在开源模型发展上表现突出。他指出,得益于中国庞大工程师人才储备,中国AI模型的迭代速度实际上比美国更快。尽管地缘政治限制了中国获取高性能芯片的渠道,但多家中国公司早在受限之前就已储备了大量AI芯片。与此同时,国内的AI芯片企业也正积极开发适用于训练与推理应用的自主AI芯片组。国务院日前印发《关于深入实施“人工智能+”行动的意见》指出,到2027年,新一代智能终端、智能体等应用普及率超70%,智能经济核心产业规模快速增长;到2030年,新一代智能终端、智能体等应用普及率超90%。近期中国资本市场AI领域迎来强势反弹,张钦锐认为这主要由两大因素驱动:一方面,AI前景展望上调,多家公司基本面逐步改善;另一方面,流动性充裕推动了该板块的估值修复。张钦锐对21世纪经济报道记者表示,除了芯片等基础设施之外,AI应用领域也同样存在机会。他指出,智能手机的交互方式将在不久后迎来根本性变革,真正成为用户的个人私人助理。他进一步解释,手机内置的AI将能够调用不同APP的数据与信息,协助用户执行更复杂的指令。实现这一目标,主要的难点并非技术问题,而在于手机厂商与各类数据提供商之间是否能达成协议。对于苹果供应链,张钦锐表示,此前市场对关税影响的担忧已基本缓解,投资者对即将推出的iPhone 17和iPhone 18系列更加乐观。他还提到,预计2026年苹果会推出可折叠iPhone,将推动换机需求并为苹果的盖板玻璃、金属外壳和柔性电路板供应商带来增长机会。在供应商布局上,蓝思科技有望成为超薄玻璃盖板的供应商,工业富联、比亚迪电子和蓝思科技将成为金属外壳的主要供应商。针对地缘政治给苹果供应链带来的影响,张钦锐强调,中国制造业仍具备不可替代的优势:一是长三角地区及珠三角地区拥有高度集群化的供应链,效率极高;二是人才优势,中国拥有大量的工程师群体;三是完善的基础设施,包括电力、物流和高速公路网络。他强调,除非客户明确要求,中国仍然是生产基地的首选。","news_type":1,"symbols_score_info":{"06613":0.9,"MACW.SI":0.6,"00285":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451883619766328,"gmtCreate":1751349389299,"gmtModify":1751351195628,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑] ","listText":"如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑] ","text":"如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451883619766328","repostId":"1174135783","repostType":2,"repost":{"id":"1174135783","kind":"news","pubTimestamp":1751348950,"share":"https://www.laohu8.com/m/news/1174135783?lang=zh_CN&edition=full","pubTime":"2025-07-01 13:49","market":"us","language":"zh","title":"特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!","url":"https://stock-news.laohu8.com/highlight/detail?id=1174135783","media":"华尔街见闻","summary":"当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,如果没有补贴,他可能得关门大吉,“返回南非老家”了。随后,马斯克迅速在X平台回应称:“全部削减,就现在。”随着特朗普与马斯克“对战”再度升级,特斯拉应声大跌,夜盘股价一度跌近7%。但对于是否愿意与马斯克不计前嫌重归于好,特朗普并未明确表态。这再度引发马斯克的不满。","content":"<html><head></head><body><blockquote><p>距离上次和解才过去半个月,“特马”围绕“大漂亮法案”的互撕大戏再度上演,特斯拉夜盘一度大跌7%。</p></blockquote><p style=\"text-align: justify;\">马斯克再度炮轰“大漂亮法案”后,特朗普下场怒怼,“特马”互撕大戏再度上演!</p><p style=\"text-align: justify;\">当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,<strong>如果没有补贴,他可能得关门大吉,“返回南非老家”了。</strong></p><p style=\"text-align: justify;\">特朗普表示:”马斯克在大力支持我竞选总统之前很久就知道,我一直强烈反对电动汽车强制政策。这一政策荒谬可笑,而且一直是我竞选活动的重要议题。电动汽车本身没问题,但不应强迫所有人都拥有一辆。<strong>马斯克获得的补贴可能比历史上任何人都多,而且如果没有补贴,他可能就得关门大吉,返回南非老家了。</strong>那样就不会再有火箭发射、卫星项目或电动汽车生产,而我们国家能省下一大笔钱。<strong>或许我们应该让DOGE好好、仔细地审视一下这个问题?这能省下巨额资金!!!”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e5fad9fc8db1544d487e79139b8163b\" tg-width=\"541\" tg-height=\"627\"/></p><p style=\"text-align: justify;\">随后,马斯克迅速在X平台回应称:</p><p style=\"text-align: justify;\"><strong>“全部削减,就现在。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cda9754ce8ecd5ae1969367dffe7013\" tg-width=\"633\" tg-height=\"719\"/></p><p style=\"text-align: justify;\">马斯克表示:<strong>“我只是要求不要让美国破产。如果我们不断提高债务上限,那还有什么意义呢?”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f389e18f50761381e837981d010bc81\" tg-width=\"640\" tg-height=\"264\"/></p><p style=\"text-align: justify;\">随着特朗普与马斯克“对战”再度升级,<strong>特斯拉应声大跌,夜盘股价一度跌近7%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd41394039a30bea14c9ae526583db3d\" tg-width=\"910\" tg-height=\"569\"/></p><h2 id=\"id_1334114779\">和解不过半月,“特马”再度“反目”</h2><p style=\"text-align: justify;\">早在6月初,马斯克在其社交媒体平台X上批评国会支出法案“令人作呕”,并呼吁议员取消支持。特朗普随后发声反击,<strong>暗示将重新审视特斯拉及其旗下企业所获得的政府补贴与合约,“我非常失望,我们的关系还能维持多久,现在也很难说。”</strong></p><p style=\"text-align: justify;\">这场口水战在6月12日以和解告终,在马斯克表态反悔后,特朗普给他的悔过“点赞”,称“我认为他这样做很好”。但对于是否愿意与马斯克不计前嫌重归于好,特朗普并未明确表态。</p><p style=\"text-align: justify;\">据华尔街见闻文章,29日,美国参议院经过激烈拉锯,以51票赞成、49票反对的结果,通过了特朗普力推的“大漂亮法案”的更新版本,提前取消消费者购买电动车时享受的7500美元税收抵免。</p><p style=\"text-align: justify;\">这再度引发马斯克的不满。当天,马斯克猛批“大漂亮法案”称,削减电动车和清洁能源补贴会破坏美国未来产业、毁掉数百万就业,对共和党来说是政治自杀,将对美国造成“难以置信的破坏”。</p><p style=\"text-align: justify;\">本周一,马斯克继续威胁称,“每一位在竞选时承诺减少政府支出、然后立即投票支持历史上最大债务增长的国会议员都应该感到羞耻”,并誓言让他们在明年中选中败北。</p></body></html>","source":"wallstreetcn_api","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>特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!</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{ 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-01 13:49 北京时间 <a href=https://wallstreetcn.com/articles/3750163><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>距离上次和解才过去半个月,“特马”围绕“大漂亮法案”的互撕大戏再度上演,特斯拉夜盘一度大跌7%。马斯克再度炮轰“大漂亮法案”后,特朗普下场怒怼,“特马”互撕大戏再度上演!当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,如果没有补贴,他可能得关门大吉,“返回南非老家”了。特朗普表示:”马斯克在大力支持我竞选总统之前很久就知道,我一直强烈反对电动汽车强制政策。这一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750163\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7d66b78d82be43211e6e951c438f765d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3750163","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174135783","content_text":"距离上次和解才过去半个月,“特马”围绕“大漂亮法案”的互撕大戏再度上演,特斯拉夜盘一度大跌7%。马斯克再度炮轰“大漂亮法案”后,特朗普下场怒怼,“特马”互撕大戏再度上演!当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,如果没有补贴,他可能得关门大吉,“返回南非老家”了。特朗普表示:”马斯克在大力支持我竞选总统之前很久就知道,我一直强烈反对电动汽车强制政策。这一政策荒谬可笑,而且一直是我竞选活动的重要议题。电动汽车本身没问题,但不应强迫所有人都拥有一辆。马斯克获得的补贴可能比历史上任何人都多,而且如果没有补贴,他可能就得关门大吉,返回南非老家了。那样就不会再有火箭发射、卫星项目或电动汽车生产,而我们国家能省下一大笔钱。或许我们应该让DOGE好好、仔细地审视一下这个问题?这能省下巨额资金!!!”随后,马斯克迅速在X平台回应称:“全部削减,就现在。”马斯克表示:“我只是要求不要让美国破产。如果我们不断提高债务上限,那还有什么意义呢?”随着特朗普与马斯克“对战”再度升级,特斯拉应声大跌,夜盘股价一度跌近7%。和解不过半月,“特马”再度“反目”早在6月初,马斯克在其社交媒体平台X上批评国会支出法案“令人作呕”,并呼吁议员取消支持。特朗普随后发声反击,暗示将重新审视特斯拉及其旗下企业所获得的政府补贴与合约,“我非常失望,我们的关系还能维持多久,现在也很难说。”这场口水战在6月12日以和解告终,在马斯克表态反悔后,特朗普给他的悔过“点赞”,称“我认为他这样做很好”。但对于是否愿意与马斯克不计前嫌重归于好,特朗普并未明确表态。据华尔街见闻文章,29日,美国参议院经过激烈拉锯,以51票赞成、49票反对的结果,通过了特朗普力推的“大漂亮法案”的更新版本,提前取消消费者购买电动车时享受的7500美元税收抵免。这再度引发马斯克的不满。当天,马斯克猛批“大漂亮法案”称,削减电动车和清洁能源补贴会破坏美国未来产业、毁掉数百万就业,对共和党来说是政治自杀,将对美国造成“难以置信的破坏”。本周一,马斯克继续威胁称,“每一位在竞选时承诺减少政府支出、然后立即投票支持历史上最大债务增长的国会议员都应该感到羞耻”,并誓言让他们在明年中选中败北。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667060341,"gmtCreate":1668435185284,"gmtModify":1668435187195,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"情怀,价值连城😄","listText":"情怀,价值连城😄","text":"情怀,价值连城😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667060341","repostId":"2282127206","repostType":2,"repost":{"id":"2282127206","kind":"news","pubTimestamp":1668137093,"share":"https://www.laohu8.com/m/news/2282127206?lang=zh_CN&edition=full","pubTime":"2022-11-11 11:24","market":"us","language":"zh","title":"离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价","url":"https://stock-news.laohu8.com/highlight/detail?id=2282127206","media":"视频","summary":"近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元,拍卖行预计成交价在60000美元到80000美元之间。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x337/g7/M00/08/09/ChMkLGNtvvGIWvv6AANjHQeKtrgAAJhmQBi6IcAA2M1348.png\"/><div>\n<div><div></div></div>\n</div>\n<p>近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x337/g7/M00/08/09/ChMkLGNtvvGIWvv6AANjHQeKtrgAAJhmQBi6IcAA2M1348.png\"/></p><p>这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,虽然有着乔布斯的脚印,但是这纪念意义属实让人无法理解。</p><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s600x337/g7/M00/08/09/ChMkK2NtwCCITNRIAAOq5Z6vayoAAJhmwG-XmwAA6r9705.png\"/></p><p>而拍卖行也非常会说话,其表示:乔布斯在70年代到80年代之间的很长一段时间内都是穿着这双凉鞋,这双鞋见证了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上很多关键时刻,包括苹果在1976年成立。所以如果你是乔布斯的忠实拥泵,财力雄厚,那你可以去拍卖行出价购买这件独一无二的纪念品。</p><p>虽然我能理解有钱人的收藏爱好,但是一双没有什么价值的破凉鞋真的让人无法理解。</p><p>本文属于原创文章,如若转载,请注明来源:离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价https://jd.zol.com.cn/806/8067689.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://jd.zol.com.cn/806/8067689.html</span>\n<span itemprop=\"indexUrl\">jd.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://jd.zol.com.cn/806/8067689.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">615</span>\n<span itemprop=\"description\">近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价</title>\n<style 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href=\"http://jd.zol.com.cn/806/8067689.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","AAPL":"苹果","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4527":"明星科技股","BK4501":"段永平概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4553":"喜马拉雅资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4571":"数字音乐概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4576":"AR","LU0308772762.SGD":"Blackrock 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ACC"},"source_url":"http://jd.zol.com.cn/806/8067689.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282127206","content_text":"近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,虽然有着乔布斯的脚印,但是这纪念意义属实让人无法理解。而拍卖行也非常会说话,其表示:乔布斯在70年代到80年代之间的很长一段时间内都是穿着这双凉鞋,这双鞋见证了苹果历史上很多关键时刻,包括苹果在1976年成立。所以如果你是乔布斯的忠实拥泵,财力雄厚,那你可以去拍卖行出价购买这件独一无二的纪念品。虽然我能理解有钱人的收藏爱好,但是一双没有什么价值的破凉鞋真的让人无法理解。本文属于原创文章,如若转载,请注明来源:离谱!乔布斯凉鞋被拍卖 磨损严重预计卖出43万元天价https://jd.zol.com.cn/806/8067689.html\n\nhttps://jd.zol.com.cn/806/8067689.html\njd.zol.com.cn\ntrue\n中关村在线\nhttps://jd.zol.com.cn/806/8067689.html\nreport\n615\n近日,一家拍卖行宣布将拍卖乔布斯曾经使用过的一双凉鞋,目前这双凉鞋的出价已经超过了22500美元(约为人民币16万元),拍卖行预计成交价在60000美元到80000美元之间(人民币43万到57万)。这双凉鞋的卖相可谓是惨不忍睹,不仅有着严重的磨损,而且有着较为严重的变形,...","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667087570,"gmtCreate":1668435078290,"gmtModify":1668435080027,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"吓我一跳😄","listText":"吓我一跳😄","text":"吓我一跳😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667087570","repostId":"2282512720","repostType":2,"repost":{"id":"2282512720","kind":"news","pubTimestamp":1668143493,"share":"https://www.laohu8.com/m/news/2282512720?lang=zh_CN&edition=full","pubTime":"2022-11-11 13:11","market":"hk","language":"zh","title":"史上最大增幅!苹果市值飙升13万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2282512720","media":"视频","summary":"此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x417/g7/M00/08/0A/ChMkK2Nt2YOIelcsAAHh6-h5Dd0AAJh4gEdwWgAAeID710.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>此前曝光的消息称,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x417/g7/M00/08/0A/ChMkK2Nt2YOIelcsAAHh6-h5Dd0AAJh4gEdwWgAAeID710.jpg\"/></p><p>当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股价开始上涨。苹果股价上涨8.9%,目前报价146.87美元,单日市值飙升1909亿美元,创历史最大涨幅。</p><p>这一次,苹果的涨幅也超越了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>今年2月创下的1908亿美元的单日市值涨幅纪录,成为美国上市公司历史上最大的单日市值涨幅。</p><div><div><p><img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/92086/23/33414/38863/636ba842Ecf7793dc/a07c38c01bc1ec6a.jpg\"/></p><p><strong>Apple iPhone 14 (A2884) 128GB 紫色 支持移动联通电信5G 双卡双待手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 5299</p><p>进入购买</p></div></div><p>本文属于原创文章,如若转载,请注明来源:史上最大增幅!苹果市值飙升13万亿https://mobile.zol.com.cn/806/8067727.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/806/8067727.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/806/8067727.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">574</span>\n<span itemprop=\"description\">此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>史上最大增幅!苹果市值飙升13万亿</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n史上最大增幅!苹果市值飙升13万亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 13:11 北京时间 <a href=http://mobile.zol.com.cn/806/8067727.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股价开始上涨。苹果股价上涨8.9%,目前报价146.87美元,单日市值飙升1909亿美元,创历史最大涨幅。这一次,苹果的涨幅也超越了亚马逊...</p>\n\n<a href=\"http://mobile.zol.com.cn/806/8067727.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4576":"AR","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","AAPL":"苹果","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4575":"芯片概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4505":"高瓴资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0320765059.SGD":"FTIF - Franklin 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Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0109392836.USD":"富兰克林科技股A","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC"},"source_url":"http://mobile.zol.com.cn/806/8067727.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282512720","content_text":"此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股价开始上涨。苹果股价上涨8.9%,目前报价146.87美元,单日市值飙升1909亿美元,创历史最大涨幅。这一次,苹果的涨幅也超越了亚马逊今年2月创下的1908亿美元的单日市值涨幅纪录,成为美国上市公司历史上最大的单日市值涨幅。Apple iPhone 14 (A2884) 128GB 紫色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] 5299进入购买本文属于原创文章,如若转载,请注明来源:史上最大增幅!苹果市值飙升13万亿https://mobile.zol.com.cn/806/8067727.html\n纠错与问题建议标签:手机\nhttps://mobile.zol.com.cn/806/8067727.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/806/8067727.html\nreport\n574\n此前曝光的消息称,苹果上月底已暂停几乎所有部门招聘,仅留下R&D等一些重要部门继续招聘,不过在股价连续大降之后,苹果市值迎来疯长,单日飙升幅度达到1909亿美元(约13万亿元人民币)。当地时间11月10日公布的美国10月通胀数据低于预期,提振股市,美国科技公司股...","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":4906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667087353,"gmtCreate":1668434888472,"gmtModify":1668434890460,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"名人效应,换个角度,值得珍藏😄","listText":"名人效应,换个角度,值得珍藏😄","text":"名人效应,换个角度,值得珍藏😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667087353","repostId":"2282324534","repostType":2,"repost":{"id":"2282324534","kind":"news","pubTimestamp":1668223209,"share":"https://www.laohu8.com/m/news/2282324534?lang=zh_CN&edition=full","pubTime":"2022-11-12 11:20","market":"us","language":"zh","title":"情怀的力量!乔布斯凉鞋被拍卖 预计成交","url":"https://stock-news.laohu8.com/highlight/detail?id=2282324534","media":"视频","summary":"近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x457/g7/M00/09/02/ChMkLGNvD2mIQs73AAE68WnxL3MAAJj-wDVfYMAATsJ724.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x457/g7/M00/09/02/ChMkLGNvD2mIQs73AAE68WnxL3MAAJj-wDVfYMAATsJ724.jpg\"/></p><p>在此之前,也有很多相关的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产品进行拍卖。乔布斯亲手打造的苹果初代iPhone就拍出了<span>39339.60美元的价格,约合人民币26万元。这款手机到现在当然已经不能用了,但是作为对乔布斯的怀念,这款全新未拆封的手机仍售价很高,这就是情怀的力量吧。</span></p><p><span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x358/g7/M00/09/02/ChMkLGNvEGiIU1xbAAVPWfrldlQAAJj-wLtXd8ABU9x805.png\"/></span></p><p>本文属于原创文章,如若转载,请注明来源:情怀的力量!乔布斯凉鞋被拍卖 预计成交价超43万元https://news.zol.com.cn/806/8068591.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/806/8068591.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/806/8068591.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">478</span>\n<span itemprop=\"description\">近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>情怀的力量!乔布斯凉鞋被拍卖 预计成交</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n情怀的力量!乔布斯凉鞋被拍卖 预计成交\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 11:20 北京时间 <a href=http://news.zol.com.cn/806/8068591.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元。在此之前,也有很多相关的苹果产品进行拍卖。乔布斯亲手打造的苹果初代iPhone就拍出了39339.60美元的价格,约合人民币...</p>\n\n<a href=\"http://news.zol.com.cn/806/8068591.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4532":"文艺复兴科技持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4512":"苹果概念","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4571":"数字音乐概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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ACC"},"source_url":"http://news.zol.com.cn/806/8068591.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282324534","content_text":"近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元。在此之前,也有很多相关的苹果产品进行拍卖。乔布斯亲手打造的苹果初代iPhone就拍出了39339.60美元的价格,约合人民币26万元。这款手机到现在当然已经不能用了,但是作为对乔布斯的怀念,这款全新未拆封的手机仍售价很高,这就是情怀的力量吧。本文属于原创文章,如若转载,请注明来源:情怀的力量!乔布斯凉鞋被拍卖 预计成交价超43万元https://news.zol.com.cn/806/8068591.html\n\nhttps://news.zol.com.cn/806/8068591.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/806/8068591.html\nreport\n478\n近日,一家外国拍卖行宣布将会拍卖一双乔布斯曾经穿过的一双凉鞋,据说是乔布斯经常穿的一双凉鞋,因此磨损严重。更离谱的是,对于这双凉鞋,拍卖行给出的预计成交价为60000美元到80000美元之间,约合人民币43万元-57万元。目前已经有人出价22500美元,约合人民币16万元...","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661952067,"gmtCreate":1663664516659,"gmtModify":1663664518538,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄","listText":"消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄","text":"消费者期望太高,但技术难免会遇到瓶颈,经济学家没有说错,错在不懂技术😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661952067","repostId":"661963819","repostType":1,"repost":{"id":661963819,"gmtCreate":1663655288631,"gmtModify":1663655290982,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"任泽平称iPhone14可能是苹果盛极而衰的标志,你怎么看?","htmlText":"\n \n \n 9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>\n \n","listText":"9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"9月20日,经济学家任泽平发文,称iPhone 14或是苹果帝国盛极而衰的标志。他表示自乔布斯去世后,一家再无创新和进取精神的企业开始吃老本,怪不得巴菲特重仓苹果。同时任泽平称苹果灵动岛是伪创新,糊弄消费者[吃瓜]$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661963819","isVote":1,"tweetType":2,"object":{"id":"b9f3ffba017b49c0b3e01a1fb40b7c06","tweetId":"661963819","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e0167bf8387702306217766855/4KlYMT11fFMA.mp4","poster":"https://static.tigerbbs.com/fadfe4638f8769d6c1d2ed55deeb49db"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669972757,"gmtCreate":1662070712079,"gmtModify":1662070713133,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","listText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","text":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/669972757","repostId":"2264254620","repostType":2,"repost":{"id":"2264254620","kind":"highlight","pubTimestamp":1662002853,"share":"https://www.laohu8.com/m/news/2264254620?lang=zh_CN&edition=full","pubTime":"2022-09-01 11:27","market":"us","language":"zh","title":"特斯拉多头分析师:2030年市值有望达10万亿美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2264254620","media":"盖世汽车网","summary":" 盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。 尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。 Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。","content":"<p>原标题: 分析师:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的需求远超预期,市值有望达10万亿美元</p><p>盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。</p><p>尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。</p><p>Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”</p><p>他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”</p><p>Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>当前市值的四倍。</p><p><img referrerpolicy=\"no-referrer\"><img referrerpolicy=\"no-referrer\"></p><p>责任编辑:于健 SF069</p>","source":"sina_us","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>特斯拉多头分析师:2030年市值有望达10万亿美元!</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n特斯拉多头分析师:2030年市值有望达10万亿美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 11:27 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml><strong>盖世汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","BK4581":"高盛持仓","BK4551":"寇图资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264254620","content_text":"原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是苹果当前市值的四倍。责任编辑:于健 SF069","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":6367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684116040,"gmtCreate":1660141239083,"gmtModify":1660141239083,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"后摄外凸大煞风景😄","listText":"后摄外凸大煞风景😄","text":"后摄外凸大煞风景😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684116040","repostId":"2258129533","repostType":2,"repost":{"id":"2258129533","kind":"news","pubTimestamp":1660119753,"share":"https://www.laohu8.com/m/news/2258129533?lang=zh_CN&edition=full","pubTime":"2022-08-10 16:22","market":"us","language":"zh","title":"iPhone14还有2TB版本!预计售价破两万","url":"https://stock-news.laohu8.com/highlight/detail?id=2258129533","media":"视频","summary":"中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/05/08/ChMkK2LzaluILWdmAAD1lPR1XXwAAGVrQOPTKIAAPWs225.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p><strong><a href=\"https://laohu8.com/S/000931\">中关村</a>在线消息</strong>:8月10日,据<span>供应链</span>爆料,<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。</span></p><p><span></span><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/05/08/ChMkK2LzaluILWdmAAD1lPR1XXwAAGVrQOPTKIAAPWs225.jpg\"/></p><p><span>据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价,iPhone 14 Pro预计售价8999起步,iPhone 14 Pro Max预计9999起步,而1TB版的iPhone13 Pro Max售价为<span>1499美元、1599美元,预计Phone 14 Pro Max的2TB版本售价可能会突破两万元。</span></span></p><div><div><p><img src=\"https://img14.360buyimg.com/pop/s200x200_jfs/t1/86939/35/28314/328589/62cd616bEa3caeda1/c5d09270b0c74d2b.jpg\"/></p><p><strong>【12期免息可选】Apple 苹果 iPhone 13(A2634)iphone13 苹果13 手机 128G 午夜色 套装一:搭配 90天碎屏保障</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥5458.00元</p><p>进入购买</p></div></div><p>本文属于原创文章,如若转载,请注明来源:iPhone14还有2TB版本!预计售价破两万http://mobile.zol.com.cn/798/7989877.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/798/7989877.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\">中关村在线</span>\n<span itemprop=\"isBasedOnUrl\">http://mobile.zol.com.cn/798/7989877.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">577</span>\n<span itemprop=\"description\">中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>iPhone14还有2TB版本!预计售价破两万</title>\n<style 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margin: 0;line-height: 11px;}\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\">\niPhone14还有2TB版本!预计售价破两万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 16:22 北京时间 <a href=http://mobile.zol.com.cn/798/7989877.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价,iPhone 14 Pro预计售价8999起步,iPhone 14 Pro Max预计9999起步,而...</p>\n\n<a href=\"http://mobile.zol.com.cn/798/7989877.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4501":"段永平概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4532":"文艺复兴科技持仓","BK4571":"数字音乐概念","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","BK4507":"流媒体概念","AAPL":"苹果","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4515":"5G概念","BK4579":"人工智能","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4573":"虚拟现实","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓"},"source_url":"http://mobile.zol.com.cn/798/7989877.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258129533","content_text":"中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价,iPhone 14 Pro预计售价8999起步,iPhone 14 Pro Max预计9999起步,而1TB版的iPhone13 Pro Max售价为1499美元、1599美元,预计Phone 14 Pro Max的2TB版本售价可能会突破两万元。【12期免息可选】Apple 苹果 iPhone 13(A2634)iphone13 苹果13 手机 128G 午夜色 套装一:搭配 90天碎屏保障[经销商] 京东商城[产品售价] ¥5458.00元进入购买本文属于原创文章,如若转载,请注明来源:iPhone14还有2TB版本!预计售价破两万http://mobile.zol.com.cn/798/7989877.html\n\nhttps://mobile.zol.com.cn/798/7989877.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttp://mobile.zol.com.cn/798/7989877.html\nreport\n577\n中关村在线消息:8月10日,据供应链爆料,苹果正在测试iPhone 14 Pro系列的2TB版本,但最终能否成装机量产还不得而知,但证实了大内存对于用户确实有着更多的帮助。据悉,iPhone 14标准版并不会涨价,依然保持5999元;而iPhone 14 Pro系列两款机型,这次将或将迎来大涨价...","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688948732,"gmtCreate":1657317218231,"gmtModify":1704867178824,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"美国的本意是,全世界只有🍎","listText":"美国的本意是,全世界只有🍎","text":"美国的本意是,全世界只有🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688948732","repostId":"2249521741","repostType":2,"repost":{"id":"2249521741","kind":"news","pubTimestamp":1657167960,"share":"https://www.laohu8.com/m/news/2249521741?lang=zh_CN&edition=full","pubTime":"2022-07-07 12:26","market":"us","language":"zh","title":"余承东:如果不是美国介入,现在全球主要手机厂商就只有华为和苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2249521741","media":"市场资讯","summary":"华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东在2022第十四届中国汽车蓝皮书论坛表示,如果不是美国介入,现在全球主要手机厂商就只有华为和苹果。“其他都是小厂家了,包括那家韩国企业,可能主要是在美国和韩国市场,其他市场估计都被干得差不多了”。\n 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:梁斌 SF055","content":"<html><body><div>\n<div></div>\n<p> 华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东在2022第十四届中国汽车蓝皮书论坛表示,如果不是美国介入,现在全球主要手机厂商就只有华为和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。“其他都是小厂家了,包括那家韩国企业,可能主要是在美国和韩国市场,其他市场估计都被干得差不多了”。</p>\n<p><span> 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:梁斌 SF055</p>\n</div></body></html>","source":"sina","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>余承东:如果不是美国介入,现在全球主要手机厂商就只有华为和苹果</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{ 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n余承东:如果不是美国介入,现在全球主要手机厂商就只有华为和苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 12:26 北京时间 <a href=https://finance.sina.com.cn/hy/hyjz/2022-07-07/doc-imizmscv0463223.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东在2022第十四届中国汽车蓝皮书论坛表示,如果不是美国介入,现在全球主要手机厂商就只有华为和苹果。“其他都是小厂家了,包括那家韩国企业,可能主要是在美国和韩国市场,其他市场估计都被干得差不多了”。\n 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2022-07-07/doc-imizmscv0463223.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4576":"AR"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2022-07-07/doc-imizmscv0463223.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2249521741","content_text":"华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东在2022第十四届中国汽车蓝皮书论坛表示,如果不是美国介入,现在全球主要手机厂商就只有华为和苹果。“其他都是小厂家了,包括那家韩国企业,可能主要是在美国和韩国市场,其他市场估计都被干得差不多了”。\n 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:梁斌 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09:09","market":"us","language":"zh","title":"ARK上调特斯拉目标价:四年翻四倍至4600美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2228968975","media":"华尔街见闻","summary":"“木头姐”旗下Ark基金增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。\n","content":"<html><head></head><body><p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,喊出4年4倍至4600美元的目标价。</p><p>Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。</p><p>Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。<img src=\"https://static.tigerbbs.com/e7aec8b3207468d35d353f8236cc07c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”</p><h2>押注自动驾驶出租车服务</h2><p>据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。</p><p>Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。</p><p>同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。</p><p>与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。</p><p>同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。</p><h2>部分投资者看空特斯拉</h2><p>“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。</p><p>不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。</p><p>他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nARK上调特斯拉目标价:四年翻四倍至4600美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 09:09 北京时间 <a href=https://wallstreetcn.com/articles/3657269><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657269\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3657269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228968975","content_text":"Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”押注自动驾驶出租车服务据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。部分投资者看空特斯拉“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新Pacer Swan SOS Fund of Funds ETF|ETF (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”","news_type":1,"symbols_score_info":{"ARKK":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516593271667128","idStr":"3516593271667128"},"content":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","text":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","html":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611954703,"gmtCreate":1650281843917,"gmtModify":1650281843917,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"热切期待1纳米😄","listText":"热切期待1纳米😄","text":"热切期待1纳米😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611954703","repostId":"2228493285","repostType":2,"repost":{"id":"2228493285","kind":"news","pubTimestamp":1650273219,"share":"https://www.laohu8.com/m/news/2228493285?lang=zh_CN&edition=full","pubTime":"2022-04-18 17:13","market":"hk","language":"zh","title":"iPhone 18才能用上 台积电2nm工艺依然领先友商","url":"https://stock-news.laohu8.com/highlight/detail?id=2228493285","media":"快科技","summary":"在上周的财报会议上,台积电CEO魏哲家回应了新工艺的进展问题,表示2nm工艺正在研发中,台积电有信心在2nm节点上依然保持领先地位。那个时候不出意外就是iPhone 18系列了,意味着iPhone 14到iPhone 17期间苹果只能用4nm到3nm工艺撑过4年。与三星激进地在3nm节点使用GAA晶体管不同,台积电在2nm节点才会使用GAA晶体管,新技术依然带来了大量挑战,导致2nm工艺量产时间要等几年。此外,Intel的20A、18A工艺也会使用GAA晶体管技术,对标的是台积电三星的GAA工艺。","content":"<html><body><p>进入10nm节点之后,半导体工艺正在一步步逼近极限,<a href=\"https://laohu8.com/S/TSM\">台积电</a>今年下半年计划量产3nm工艺,但是再往后的2nm工艺要等几年了,真正上市的时候要到2026年,届时应该是iPhone 18了。</p><p>在上周的财报会议上,台积电CEO魏哲家回应了新工艺的进展问题,表示2nm工艺正在研发中,台积电有信心在2nm节点上依然保持领先地位。</p><p>至于2nm工艺的量产时间点,台积电表示该工艺会在2024年试产,2025年开始量产,可能是下半年或者年底。</p><p>从台积电的表态来看,2nm工艺至少要到2025年下半年才会真正进入生产阶段,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在2025年肯定赶不上了,2026年才有可能见到2nm芯片的苹果手机或者电脑。</p><p>那个时候不出意外就是iPhone 18系列了,意味着iPhone 14到iPhone 17期间苹果只能用4nm到3nm工艺撑过4年。</p><p>与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>激进地在3nm节点使用GAA晶体管不同,台积电在2nm节点才会使用GAA晶体管,新技术依然带来了大量挑战,导致2nm工艺量产时间要等几年。</p><p>此外,Intel的20A、18A工艺也会使用GAA晶体管技术,对标的是台积电三星的GAA工艺。</p><p><img src=\"https://x0.ifengimg.com/res/2022/A3DF72EA3025A7BD3D3149105D44E43BB21DD56C_size135_w600_h457.jpeg\"/></p></body></html>","source":"ifeng_tech","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>iPhone 18才能用上 台积电2nm工艺依然领先友商</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\niPhone 18才能用上 台积电2nm工艺依然领先友商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 17:13 北京时间 <a href=https://tech.ifeng.com/c/8FJg6d9ewJ9><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>进入10nm节点之后,半导体工艺正在一步步逼近极限,台积电今年下半年计划量产3nm工艺,但是再往后的2nm工艺要等几年了,真正上市的时候要到2026年,届时应该是iPhone 18了。在上周的财报会议上,台积电CEO魏哲家回应了新工艺的进展问题,表示2nm工艺正在研发中,台积电有信心在2nm节点上依然保持领先地位。至于2nm工艺的量产时间点,台积电表示该工艺会在2024年试产,2025年开始量产,...</p>\n\n<a href=\"https://tech.ifeng.com/c/8FJg6d9ewJ9\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4575":"芯片概念","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4526":"热门中概股","BK4515":"5G概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4579":"人工智能","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","03145":"华夏亚洲高息股","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4512":"苹果概念","TSM":"台积电","BK4559":"巴菲特持仓","BK4571":"数字音乐概念","BK4141":"半导体产品","BK4576":"AR"},"source_url":"https://tech.ifeng.com/c/8FJg6d9ewJ9","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228493285","content_text":"进入10nm节点之后,半导体工艺正在一步步逼近极限,台积电今年下半年计划量产3nm工艺,但是再往后的2nm工艺要等几年了,真正上市的时候要到2026年,届时应该是iPhone 18了。在上周的财报会议上,台积电CEO魏哲家回应了新工艺的进展问题,表示2nm工艺正在研发中,台积电有信心在2nm节点上依然保持领先地位。至于2nm工艺的量产时间点,台积电表示该工艺会在2024年试产,2025年开始量产,可能是下半年或者年底。从台积电的表态来看,2nm工艺至少要到2025年下半年才会真正进入生产阶段,苹果在2025年肯定赶不上了,2026年才有可能见到2nm芯片的苹果手机或者电脑。那个时候不出意外就是iPhone 18系列了,意味着iPhone 14到iPhone 17期间苹果只能用4nm到3nm工艺撑过4年。与三星激进地在3nm节点使用GAA晶体管不同,台积电在2nm节点才会使用GAA晶体管,新技术依然带来了大量挑战,导致2nm工艺量产时间要等几年。此外,Intel的20A、18A工艺也会使用GAA晶体管技术,对标的是台积电三星的GAA工艺。","news_type":1,"symbols_score_info":{"AAPL":1,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":2572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":669972757,"gmtCreate":1662070712079,"gmtModify":1662070713133,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","listText":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","text":"市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/669972757","repostId":"2264254620","repostType":2,"repost":{"id":"2264254620","kind":"highlight","pubTimestamp":1662002853,"share":"https://www.laohu8.com/m/news/2264254620?lang=zh_CN&edition=full","pubTime":"2022-09-01 11:27","market":"us","language":"zh","title":"特斯拉多头分析师:2030年市值有望达10万亿美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2264254620","media":"盖世汽车网","summary":" 盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。 尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。 Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。","content":"<p>原标题: 分析师:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的需求远超预期,市值有望达10万亿美元</p><p>盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。</p><p>尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。</p><p>Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”</p><p>他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”</p><p>Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>当前市值的四倍。</p><p><img referrerpolicy=\"no-referrer\"><img referrerpolicy=\"no-referrer\"></p><p>责任编辑:于健 SF069</p>","source":"sina_us","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>特斯拉多头分析师:2030年市值有望达10万亿美元!</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n特斯拉多头分析师:2030年市值有望达10万亿美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 11:27 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml><strong>盖世汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","BK4581":"高盛持仓","BK4551":"寇图资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264254620","content_text":"原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是苹果当前市值的四倍。责任编辑:于健 SF069","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":6367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856522142,"gmtCreate":1635203974039,"gmtModify":1635203974039,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气","listText":"“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气","text":"“马斯克也是特斯拉的最大股东,持有近17%股份”,一说持有特斯拉23%的股份,即2300亿美元,马斯克富而不豪,单日新增290亿美元,即便现有净资产2810亿美元,已登顶世界首富宝座,也希望其成功冲刺、摘取历史上首位万亿美元富豪桂冠,他富得流油,带领咱地球人殖民火星才会更有底气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/856522142","repostId":"2178783614","repostType":2,"isVote":1,"tweetType":1,"viewCount":10024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842307611,"gmtCreate":1636129920623,"gmtModify":1636129920623,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%","listText":"目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%","text":"目前公平市场的苹果股价为313美元,这使得股票被低估了52%左右。在适用了33%的安全边际后,该公司的股价为210美元,低估了28%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842307611","repostId":"1152678543","repostType":2,"repost":{"id":"1152678543","kind":"news","pubTimestamp":1636123356,"share":"https://www.laohu8.com/m/news/1152678543?lang=zh_CN&edition=full","pubTime":"2021-11-05 22:42","market":"us","language":"en","title":"Apple Shares Are Likely To Consolidate For The Next Couple Of Years<blockquote>苹果股价可能会在未来几年整合</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152678543","media":"Seeking Alpha","summary":"Summary\n\nConsistent growth in revenue, net income, free cash flow, but with high debt levels on the ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Consistent growth in revenue, net income, free cash flow, but with high debt levels on the balance sheet.</li> <li>The company is well-diversified in the revenue sources, which include multiple highly-desired products and services.</li> <li>In the next couple of years, sales growth will likely slow compared to the substantial post-pandemic increase in 2021.</li> <li>This makes the shares a bit overvalued in the short term but still relatively undervalued in the long run.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b58c39fd0b9b8655afda5255203cbc1\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>prachanart/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>收入、净利润、自由现金流持续增长,但资产负债表上的债务水平很高。</li><li>该公司的收入来源非常多元化,包括多种备受追捧的产品和服务。</li><li>未来几年,与2021年大流行后的大幅增长相比,销售增长可能会放缓。</li><li>这使得该股在短期内有点被高估,但从长期来看仍然相对被低估。</li></ul><p class=\"t-img-caption\"><span>prachanart/iStock社论来自Getty Images</span></p></blockquote></p><p> The iPhone maker Apple Inc. (AAPL) generates large revenues and free cash flows and will most certainly continue to do so for the foreseeable future. This, however, could already be priced in the company's stock, which makes it susceptible to a price consolidation or slight correction in the short term. This is even more so due to the post-pandemic hefty 2021 revenue increases, which the company is unlikely to sustain in the next year or two.</p><p><blockquote>iPhone制造商苹果公司(AAPL)创造了大量收入和自由现金流,并且在可预见的未来肯定会继续这样做。然而,这可能已经反映在该公司的股票中,这使得其在短期内容易受到价格盘整或小幅调整的影响。由于大流行后2021年收入大幅增长,情况更是如此,而该公司不太可能在未来一两年内维持这种增长。</blockquote></p><p> I have compiled some data from the company's past annual reports in an attempt to forecast the revenues for the next few years, with the ultimate goal of evaluating the current share price. As usual, I will go quickly through the existing financial situation of the company and then move on to more fun stuff.</p><p><blockquote>我从公司过去的年报中整理了一些数据,试图预测未来几年的收入,最终目标是评估当前的股价。像往常一样,我会快速浏览一下公司现有的财务状况,然后继续讨论更有趣的事情。</blockquote></p><p> <b>Financials</b> <b>Revenue and Net Income</b></p><p><blockquote><b>财务</b> <b>收入和净利润</b></blockquote></p><p> Apple generates revenues from multiple flagship products and services, including iPhone and iPad sales, App Store, Apple Care services, and cloud storage, to name a few. iPhone sales are the major contributor to revenues, but recently the Other Products category, which includes such items as Apple Watch, Home Air Pods, Home accessories and other wearables, has picked up quite nicely. Apple product users are pretty much locked into the iOS ecosystem and unwilling to part with such products anytime soon. Short of the company successively releasing a few subquality devices, it is not likely Apple's loyal customers will abandon the company anytime soon. This, in turn, will ensure Apple's consistent revenue generation for many more years to come.</p><p><blockquote>苹果的收入来自多种旗舰产品和服务,包括iPhone和iPad销售、App Store、苹果护理服务和云存储等。iPhone销售是收入的主要贡献者,但最近其他产品类别(包括苹果手表、家用Air Pods、家用配件和其他可穿戴设备等产品)的增长相当不错。苹果产品用户几乎被锁定在iOS生态系统中,不愿意很快放弃这些产品。除非该公司连续发布一些劣质设备,否则苹果的忠实客户不太可能很快放弃该公司。这反过来将确保苹果在未来许多年持续创收。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/961100741a042cb2c897688aabcd522e\" tg-width=\"1219\" tg-height=\"869\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:财务报表数据</span></p></blockquote></p><p> The operating margin is good at over 25%, considering the fierce competition in the tech sector, where margins are always being tested in order to gain market share.</p><p><blockquote>考虑到科技行业的激烈竞争,为了获得市场份额,利润率总是受到考验,营业利润率超过25%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8eb9c672e3b45c4d2ec65a02f9589b\" tg-width=\"1243\" tg-height=\"872\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> Earnings have seen a sharp increase in 2021 after modest gains over the previous years. The earnings will likely pull back a bit, in line with the trend leading up to the pandemic. The dividend yield is relatively low when compared to many other tech giants.</p><p><blockquote>继前几年小幅增长后,2021年盈利大幅增长。盈利可能会略有回落,与大流行前的趋势一致。与许多其他科技巨头相比,股息收益率相对较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7b205ced6e4121d46f6ce97c6e974c9\" tg-width=\"1233\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> <b>Return on Equity, Return on Invested Capital, and Return on Assets</b></p><p><blockquote><b>股本回报率、投资资本回报率和资产回报率</b></blockquote></p><p> The same can be observed with the return on equity, invested capital, and assets. All these three metrics have seen a jump in the last year, with the return in equity being the highest.</p><p><blockquote>股本回报率、投资资本和资产也是如此。所有这三个指标在去年都出现了跃升,其中股本回报率最高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd53e274ebe24caee05dad4f8ce6d30b\" tg-width=\"1280\" tg-height=\"845\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> The free cash flow per share is illustrated in the chart below. The growth is steady as the company can generate a lot of cash due to the popularity of its products.</p><p><blockquote>每股自由现金流如下图所示。由于其产品的受欢迎程度,该公司可以产生大量现金,因此增长稳定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ff6820e064af46ae08148c4b83d16c5\" tg-width=\"1263\" tg-height=\"792\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from company's annual report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自公司年报</span></p></blockquote></p><p> <b>Financial Health</b></p><p><blockquote><b>财务健康</b></blockquote></p><p> Apple's debt to equity ratio is 1.73, which is a bit high. The company will need to make principal payments at an average of $10 billion annually until 2026 and over $64 billion annually after that. The total term debt value is $118 billion.</p><p><blockquote>苹果的负债权益比是1.73,这个数字有点高。到2026年,该公司将需要平均每年支付100亿美元的本金,此后每年支付超过640亿美元。定期债务总价值为1180亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18acaab5dba3afe2c680a7646e0c5e3b\" tg-width=\"1235\" tg-height=\"872\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> The current and quick ratios have been declining in the last two years, correlated with the increase in liabilities. The quick ratio is slightly concerning due to having a value below 1, and the current ratio is not healthy either.</p><p><blockquote>过去两年,流动比率和速动比率一直在下降,与负债的增加相关。速动比率由于值低于1而略有令人担忧,流动比率也不健康。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7a997577b95ba5afbeb1115f6f0dde9\" tg-width=\"1210\" tg-height=\"769\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> <b>Free Cash Flow Yield</b></p><p><blockquote><b>自由现金流收益率</b></blockquote></p><p> The chart below shows the relationship between the price and the FCF yield trend. This is another important metric in that it provides a measurement of the stock valuation. The stock price trending upwards while the yields are heading lower indicates an unsustainable trend and a likely correction in the short term.</p><p><blockquote>下图显示了价格与FCF收益率趋势之间的关系。这是另一个重要指标,因为它提供了股票估值的衡量标准。股价上升而收益率下降表明趋势不可持续,短期内可能会出现回调。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4716e4f329559ebc190cad5e15b1b783\" tg-width=\"640\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Source: Own calculations using Apple financial statements data</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:使用苹果财务报表数据自行计算</span></p></blockquote></p><p> <b>Share buybacks</b></p><p><blockquote><b>股票回购</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fb36fdd1973c0052a742062dfecbd5\" tg-width=\"903\" tg-height=\"268\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> <b>Revenue Forecasting</b></p><p><blockquote><b>收入预测</b></blockquote></p><p> To evaluate Apple shares' intrinsic value, we will need to estimate its future free cash flows, derived by subtracting the capital expenditures from the net cash provided by the operating activities. The latter is a Cash Flow statement item and is calculated starting with the net income and then adding and removing particular cash and non-cash items. In the case of Apple, the net cash from operating is usually about 25% higher than the net income due to the inclusion of the non-cash items that had been previously removed. CAPEX is forecasted by extrapolating the current trend into the future.</p><p><blockquote>为了评估苹果股票的内在价值,我们需要估计其未来的自由现金流,通过从经营活动提供的净现金中减去资本支出来得出。后者是现金流量表项目,从净收入开始计算,然后添加和删除特定的现金和非现金项目。就苹果而言,由于包含了之前删除的非现金项目,运营净现金通常比净利润高出约25%。资本支出是通过将当前趋势外推到未来来预测的。</blockquote></p><p> It is useful to know the percent share each Apple's products or services contribute to the total revenues when forecasting future revenues. This can be pulled directly from Apple's past annual returns, which I have done from 2016 to 2021. The percentages of each product revenue are in table 1 below.</p><p><blockquote>在预测未来收入时,了解每个苹果的产品或服务占总收入的百分比是很有用的。这可以直接从苹果过去的年度回报中得出,我从2016年到2021年都是这样做的。每种产品收入的百分比见下表1。</blockquote></p><p> Table 1</p><p><blockquote>表1</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe14dec361f187ac3c60b9f83b2fc1e\" tg-width=\"903\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> Sales trends for each product and service is as follows:</p><p><blockquote>各产品及服务的销售趋势如下:</blockquote></p><p> Table 2</p><p><blockquote>表2</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/425b2f0458a0a80a65608fdd62ed3f98\" tg-width=\"905\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> As seen in the above table, the linear average increase of iPhone sales from 2016-2021 has been around 5% annually, but until 2020, iPhone sales were slowing by roughly 2% annually. We also need to calculate the sales percentages for each product over the last five years based on the percent change from one year to the next. For that, we combine data from tables 1 and 2 to arrive at the table below, which shows each product's share of revenues based on the sales trends.</p><p><blockquote>如上表所示,2016年至2021年iPhone销量的线性平均增长率约为每年5%,但直到2020年,iPhone销量每年放缓约2%。我们还需要根据一年到下一年的百分比变化来计算每种产品在过去五年中的销售百分比。为此,我们将表1和表2中的数据结合起来得出下表,该表根据销售趋势显示了每种产品的收入份额。</blockquote></p><p> Table 3</p><p><blockquote>表3</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26eb739b28820a6b656e1f4d62f6e10a\" tg-width=\"904\" tg-height=\"615\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> Now that we have enough numbers to work with let's plug them in to forecast revenues for the next ten years. One thing worth noting is that the 2021 sales for each product have increased substantially once the pandemic restrictions began lifting, and such numbers are outliers and not sustainable during the next fiscal period. So we can expect a decrease in revenue growth in 2022, and I have calculated that decrease according to the sales trend before the pandemic.</p><p><blockquote>现在我们有了足够的数据,让我们用它们来预测未来十年的收入。值得注意的一件事是,一旦疫情限制开始解除,每种产品的2021年销售额都会大幅增长,而这些数字是异常值,在下一个财年不可持续。因此,我们可以预计2022年收入增长将会下降,我根据大流行前的销售趋势计算了这一下降。</blockquote></p><p> To forecast the CAPEX, I have applied a 16% YoY increase based on past trends.</p><p><blockquote>为了预测资本支出,我根据过去的趋势应用了16%的同比增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71de427e45ef49fa3bafb69225c6c1e6\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"><span>Source: Own calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:自己的计算</span></p></blockquote></p><p> So now that we have all the required numbers, we can plug them into the formula to estimate the FCF up to 2030. Then, we can use the FCF values in the discounted cash flows formula to evaluate the current fair value of Apple stock.</p><p><blockquote>因此,现在我们已经有了所有需要的数字,我们可以将它们代入公式来估计到2030年的自由现金流。然后,我们可以使用贴现现金流公式中的自由现金流值来评估苹果股票的当前公允价值。</blockquote></p><p> <b>Valuation – Discounted Cash Flows Model</b></p><p><blockquote><b>估值-折现现金流量模型</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccacf28807caba5b06c9c04a78da4c9c\" tg-width=\"905\" tg-height=\"530\" width=\"100%\" height=\"auto\"><span>Source: Own calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:自己的计算</span></p></blockquote></p><p> The discount rate is based on a 12% expected market return on our investment. S&P 500 long-term returns have averaged around 10%, whereas the returns have averaged 13.6% in the last decade.</p><p><blockquote>贴现率基于我们投资的12%预期市场回报率。标普500的长期回报率平均约为10%,而过去十年的平均回报率为13.6%。</blockquote></p><p> Based on these calculations, the current fair market Apple share price is $313, which makes the shares around 52% undervalued. After applying a 33% margin of safety, the share price comes at $210 or 28% undervalued. Keep in mind that this evaluation uses a long-term horizon. I expect revenue growth to lag in the short term, making the shares slightly overvalued for the next 1–2 years.</p><p><blockquote>根据这些计算,苹果目前的公平市场股价为313美元,这使得该股被低估了约52%。应用33%的安全边际后,股价为210美元,即被低估28%。请记住,此评估使用长期视野。我预计短期内收入增长将滞后,使该股在未来1-2年内略有高估。</blockquote></p><p></p><p> In my opinion, this means that, in the short term, Apple shares will dip from the current levels or at least consolidate sideways, but I expect the share price to increase substantially from the current levels in the long term. This, of course, barring any general market correction or the appearance of a bear market. In that case, the revenues and future FCF will need to be revised downwards accordingly.</p><p><blockquote>在我看来,这意味着,短期内,苹果股价将从当前水平下跌或至少横盘整理,但我预计从长期来看,股价将从当前水平大幅上涨。当然,除非出现任何普遍的市场调整或熊市。在这种情况下,收入和未来的自由现金流将需要相应下调。</blockquote></p><p> <b>Technical Outlook</b></p><p><blockquote><b>技术展望</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe682edd1ec22e01248602eef600c15f\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Trading View, Apple's monthly chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Trading View、苹果月度图</span></p></blockquote></p><p> The trend is still up, but there has been quite a bit of volatility in 2021. Such chart pattern does not signal a reversal in the trend, but at the same time, it is difficult to see the price trending higher from the current levels. Most likely, there will be a consolidation in the next two years before we begin another climb.</p><p><blockquote>趋势仍在上升,但2021年出现了相当大的波动。这种图表模式并不表明趋势逆转,但同时,很难看到价格从当前水平走高。最有可能的是,在我们开始另一次攀升之前,未来两年将会出现盘整。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think Apple is a great company that will handsomely reward its shareholders in the long run, but it would probably be wise to apply a wait-and-see approach in the short term. Any dip in the range of $125-130 would be a good entry position. If, after a correction, it breaks above $160, that would be my signal to increase my position to take advantage of the next bull run. Until then, I will be on the sidelines waiting patiently.</p><p><blockquote>我认为苹果是一家伟大的公司,从长远来看,它将为股东带来丰厚的回报,但短期内采取观望态度可能是明智的。125-130美元范围内的任何下跌都将是一个很好的入场位置。如果在回调后突破160美元,这将是我增加头寸以利用下一次牛市的信号。在那之前,我会在场边耐心等待。</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 Shares Are Likely To Consolidate For The Next Couple Of Years<blockquote>苹果股价可能会在未来几年整合</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 Shares Are Likely To Consolidate For The Next Couple Of Years<blockquote>苹果股价可能会在未来几年整合</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-05 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Consistent growth in revenue, net income, free cash flow, but with high debt levels on the balance sheet.</li> <li>The company is well-diversified in the revenue sources, which include multiple highly-desired products and services.</li> <li>In the next couple of years, sales growth will likely slow compared to the substantial post-pandemic increase in 2021.</li> <li>This makes the shares a bit overvalued in the short term but still relatively undervalued in the long run.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b58c39fd0b9b8655afda5255203cbc1\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>prachanart/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>收入、净利润、自由现金流持续增长,但资产负债表上的债务水平很高。</li><li>该公司的收入来源非常多元化,包括多种备受追捧的产品和服务。</li><li>未来几年,与2021年大流行后的大幅增长相比,销售增长可能会放缓。</li><li>这使得该股在短期内有点被高估,但从长期来看仍然相对被低估。</li></ul><p class=\"t-img-caption\"><span>prachanart/iStock社论来自Getty Images</span></p></blockquote></p><p> The iPhone maker Apple Inc. (AAPL) generates large revenues and free cash flows and will most certainly continue to do so for the foreseeable future. This, however, could already be priced in the company's stock, which makes it susceptible to a price consolidation or slight correction in the short term. This is even more so due to the post-pandemic hefty 2021 revenue increases, which the company is unlikely to sustain in the next year or two.</p><p><blockquote>iPhone制造商苹果公司(AAPL)创造了大量收入和自由现金流,并且在可预见的未来肯定会继续这样做。然而,这可能已经反映在该公司的股票中,这使得其在短期内容易受到价格盘整或小幅调整的影响。由于大流行后2021年收入大幅增长,情况更是如此,而该公司不太可能在未来一两年内维持这种增长。</blockquote></p><p> I have compiled some data from the company's past annual reports in an attempt to forecast the revenues for the next few years, with the ultimate goal of evaluating the current share price. As usual, I will go quickly through the existing financial situation of the company and then move on to more fun stuff.</p><p><blockquote>我从公司过去的年报中整理了一些数据,试图预测未来几年的收入,最终目标是评估当前的股价。像往常一样,我会快速浏览一下公司现有的财务状况,然后继续讨论更有趣的事情。</blockquote></p><p> <b>Financials</b> <b>Revenue and Net Income</b></p><p><blockquote><b>财务</b> <b>收入和净利润</b></blockquote></p><p> Apple generates revenues from multiple flagship products and services, including iPhone and iPad sales, App Store, Apple Care services, and cloud storage, to name a few. iPhone sales are the major contributor to revenues, but recently the Other Products category, which includes such items as Apple Watch, Home Air Pods, Home accessories and other wearables, has picked up quite nicely. Apple product users are pretty much locked into the iOS ecosystem and unwilling to part with such products anytime soon. Short of the company successively releasing a few subquality devices, it is not likely Apple's loyal customers will abandon the company anytime soon. This, in turn, will ensure Apple's consistent revenue generation for many more years to come.</p><p><blockquote>苹果的收入来自多种旗舰产品和服务,包括iPhone和iPad销售、App Store、苹果护理服务和云存储等。iPhone销售是收入的主要贡献者,但最近其他产品类别(包括苹果手表、家用Air Pods、家用配件和其他可穿戴设备等产品)的增长相当不错。苹果产品用户几乎被锁定在iOS生态系统中,不愿意很快放弃这些产品。除非该公司连续发布一些劣质设备,否则苹果的忠实客户不太可能很快放弃该公司。这反过来将确保苹果在未来许多年持续创收。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/961100741a042cb2c897688aabcd522e\" tg-width=\"1219\" tg-height=\"869\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:财务报表数据</span></p></blockquote></p><p> The operating margin is good at over 25%, considering the fierce competition in the tech sector, where margins are always being tested in order to gain market share.</p><p><blockquote>考虑到科技行业的激烈竞争,为了获得市场份额,利润率总是受到考验,营业利润率超过25%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8eb9c672e3b45c4d2ec65a02f9589b\" tg-width=\"1243\" tg-height=\"872\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> Earnings have seen a sharp increase in 2021 after modest gains over the previous years. The earnings will likely pull back a bit, in line with the trend leading up to the pandemic. The dividend yield is relatively low when compared to many other tech giants.</p><p><blockquote>继前几年小幅增长后,2021年盈利大幅增长。盈利可能会略有回落,与大流行前的趋势一致。与许多其他科技巨头相比,股息收益率相对较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7b205ced6e4121d46f6ce97c6e974c9\" tg-width=\"1233\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> <b>Return on Equity, Return on Invested Capital, and Return on Assets</b></p><p><blockquote><b>股本回报率、投资资本回报率和资产回报率</b></blockquote></p><p> The same can be observed with the return on equity, invested capital, and assets. All these three metrics have seen a jump in the last year, with the return in equity being the highest.</p><p><blockquote>股本回报率、投资资本和资产也是如此。所有这三个指标在去年都出现了跃升,其中股本回报率最高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd53e274ebe24caee05dad4f8ce6d30b\" tg-width=\"1280\" tg-height=\"845\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> The free cash flow per share is illustrated in the chart below. The growth is steady as the company can generate a lot of cash due to the popularity of its products.</p><p><blockquote>每股自由现金流如下图所示。由于其产品的受欢迎程度,该公司可以产生大量现金,因此增长稳定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ff6820e064af46ae08148c4b83d16c5\" tg-width=\"1263\" tg-height=\"792\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from company's annual report</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自公司年报</span></p></blockquote></p><p> <b>Financial Health</b></p><p><blockquote><b>财务健康</b></blockquote></p><p> Apple's debt to equity ratio is 1.73, which is a bit high. The company will need to make principal payments at an average of $10 billion annually until 2026 and over $64 billion annually after that. The total term debt value is $118 billion.</p><p><blockquote>苹果的负债权益比是1.73,这个数字有点高。到2026年,该公司将需要平均每年支付100亿美元的本金,此后每年支付超过640亿美元。定期债务总价值为1180亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18acaab5dba3afe2c680a7646e0c5e3b\" tg-width=\"1235\" tg-height=\"872\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> The current and quick ratios have been declining in the last two years, correlated with the increase in liabilities. The quick ratio is slightly concerning due to having a value below 1, and the current ratio is not healthy either.</p><p><blockquote>过去两年,流动比率和速动比率一直在下降,与负债的增加相关。速动比率由于值低于1而略有令人担忧,流动比率也不健康。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7a997577b95ba5afbeb1115f6f0dde9\" tg-width=\"1210\" tg-height=\"769\" width=\"100%\" height=\"auto\"><span>Source: Data retrieved from Morningstar</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:数据取自晨星</span></p></blockquote></p><p> <b>Free Cash Flow Yield</b></p><p><blockquote><b>自由现金流收益率</b></blockquote></p><p> The chart below shows the relationship between the price and the FCF yield trend. This is another important metric in that it provides a measurement of the stock valuation. The stock price trending upwards while the yields are heading lower indicates an unsustainable trend and a likely correction in the short term.</p><p><blockquote>下图显示了价格与FCF收益率趋势之间的关系。这是另一个重要指标,因为它提供了股票估值的衡量标准。股价上升而收益率下降表明趋势不可持续,短期内可能会出现回调。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4716e4f329559ebc190cad5e15b1b783\" tg-width=\"640\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Source: Own calculations using Apple financial statements data</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:使用苹果财务报表数据自行计算</span></p></blockquote></p><p> <b>Share buybacks</b></p><p><blockquote><b>股票回购</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fb36fdd1973c0052a742062dfecbd5\" tg-width=\"903\" tg-height=\"268\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> <b>Revenue Forecasting</b></p><p><blockquote><b>收入预测</b></blockquote></p><p> To evaluate Apple shares' intrinsic value, we will need to estimate its future free cash flows, derived by subtracting the capital expenditures from the net cash provided by the operating activities. The latter is a Cash Flow statement item and is calculated starting with the net income and then adding and removing particular cash and non-cash items. In the case of Apple, the net cash from operating is usually about 25% higher than the net income due to the inclusion of the non-cash items that had been previously removed. CAPEX is forecasted by extrapolating the current trend into the future.</p><p><blockquote>为了评估苹果股票的内在价值,我们需要估计其未来的自由现金流,通过从经营活动提供的净现金中减去资本支出来得出。后者是现金流量表项目,从净收入开始计算,然后添加和删除特定的现金和非现金项目。就苹果而言,由于包含了之前删除的非现金项目,运营净现金通常比净利润高出约25%。资本支出是通过将当前趋势外推到未来来预测的。</blockquote></p><p> It is useful to know the percent share each Apple's products or services contribute to the total revenues when forecasting future revenues. This can be pulled directly from Apple's past annual returns, which I have done from 2016 to 2021. The percentages of each product revenue are in table 1 below.</p><p><blockquote>在预测未来收入时,了解每个苹果的产品或服务占总收入的百分比是很有用的。这可以直接从苹果过去的年度回报中得出,我从2016年到2021年都是这样做的。每种产品收入的百分比见下表1。</blockquote></p><p> Table 1</p><p><blockquote>表1</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe14dec361f187ac3c60b9f83b2fc1e\" tg-width=\"903\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> Sales trends for each product and service is as follows:</p><p><blockquote>各产品及服务的销售趋势如下:</blockquote></p><p> Table 2</p><p><blockquote>表2</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/425b2f0458a0a80a65608fdd62ed3f98\" tg-width=\"905\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> As seen in the above table, the linear average increase of iPhone sales from 2016-2021 has been around 5% annually, but until 2020, iPhone sales were slowing by roughly 2% annually. We also need to calculate the sales percentages for each product over the last five years based on the percent change from one year to the next. For that, we combine data from tables 1 and 2 to arrive at the table below, which shows each product's share of revenues based on the sales trends.</p><p><blockquote>如上表所示,2016年至2021年iPhone销量的线性平均增长率约为每年5%,但直到2020年,iPhone销量每年放缓约2%。我们还需要根据一年到下一年的百分比变化来计算每种产品在过去五年中的销售百分比。为此,我们将表1和表2中的数据结合起来得出下表,该表根据销售趋势显示了每种产品的收入份额。</blockquote></p><p> Table 3</p><p><blockquote>表3</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26eb739b28820a6b656e1f4d62f6e10a\" tg-width=\"904\" tg-height=\"615\" width=\"100%\" height=\"auto\"><span>Source: Apple financial statements</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:苹果财务报表</span></p></blockquote></p><p> Now that we have enough numbers to work with let's plug them in to forecast revenues for the next ten years. One thing worth noting is that the 2021 sales for each product have increased substantially once the pandemic restrictions began lifting, and such numbers are outliers and not sustainable during the next fiscal period. So we can expect a decrease in revenue growth in 2022, and I have calculated that decrease according to the sales trend before the pandemic.</p><p><blockquote>现在我们有了足够的数据,让我们用它们来预测未来十年的收入。值得注意的一件事是,一旦疫情限制开始解除,每种产品的2021年销售额都会大幅增长,而这些数字是异常值,在下一个财年不可持续。因此,我们可以预计2022年收入增长将会下降,我根据大流行前的销售趋势计算了这一下降。</blockquote></p><p> To forecast the CAPEX, I have applied a 16% YoY increase based on past trends.</p><p><blockquote>为了预测资本支出,我根据过去的趋势应用了16%的同比增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71de427e45ef49fa3bafb69225c6c1e6\" tg-width=\"640\" tg-height=\"141\" width=\"100%\" height=\"auto\"><span>Source: Own calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:自己的计算</span></p></blockquote></p><p> So now that we have all the required numbers, we can plug them into the formula to estimate the FCF up to 2030. Then, we can use the FCF values in the discounted cash flows formula to evaluate the current fair value of Apple stock.</p><p><blockquote>因此,现在我们已经有了所有需要的数字,我们可以将它们代入公式来估计到2030年的自由现金流。然后,我们可以使用贴现现金流公式中的自由现金流值来评估苹果股票的当前公允价值。</blockquote></p><p> <b>Valuation – Discounted Cash Flows Model</b></p><p><blockquote><b>估值-折现现金流量模型</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccacf28807caba5b06c9c04a78da4c9c\" tg-width=\"905\" tg-height=\"530\" width=\"100%\" height=\"auto\"><span>Source: Own calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:自己的计算</span></p></blockquote></p><p> The discount rate is based on a 12% expected market return on our investment. S&P 500 long-term returns have averaged around 10%, whereas the returns have averaged 13.6% in the last decade.</p><p><blockquote>贴现率基于我们投资的12%预期市场回报率。标普500的长期回报率平均约为10%,而过去十年的平均回报率为13.6%。</blockquote></p><p> Based on these calculations, the current fair market Apple share price is $313, which makes the shares around 52% undervalued. After applying a 33% margin of safety, the share price comes at $210 or 28% undervalued. Keep in mind that this evaluation uses a long-term horizon. I expect revenue growth to lag in the short term, making the shares slightly overvalued for the next 1–2 years.</p><p><blockquote>根据这些计算,苹果目前的公平市场股价为313美元,这使得该股被低估了约52%。应用33%的安全边际后,股价为210美元,即被低估28%。请记住,此评估使用长期视野。我预计短期内收入增长将滞后,使该股在未来1-2年内略有高估。</blockquote></p><p></p><p> In my opinion, this means that, in the short term, Apple shares will dip from the current levels or at least consolidate sideways, but I expect the share price to increase substantially from the current levels in the long term. This, of course, barring any general market correction or the appearance of a bear market. In that case, the revenues and future FCF will need to be revised downwards accordingly.</p><p><blockquote>在我看来,这意味着,短期内,苹果股价将从当前水平下跌或至少横盘整理,但我预计从长期来看,股价将从当前水平大幅上涨。当然,除非出现任何普遍的市场调整或熊市。在这种情况下,收入和未来的自由现金流将需要相应下调。</blockquote></p><p> <b>Technical Outlook</b></p><p><blockquote><b>技术展望</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe682edd1ec22e01248602eef600c15f\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: Trading View, Apple's monthly chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Trading View、苹果月度图</span></p></blockquote></p><p> The trend is still up, but there has been quite a bit of volatility in 2021. Such chart pattern does not signal a reversal in the trend, but at the same time, it is difficult to see the price trending higher from the current levels. Most likely, there will be a consolidation in the next two years before we begin another climb.</p><p><blockquote>趋势仍在上升,但2021年出现了相当大的波动。这种图表模式并不表明趋势逆转,但同时,很难看到价格从当前水平走高。最有可能的是,在我们开始另一次攀升之前,未来两年将会出现盘整。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I think Apple is a great company that will handsomely reward its shareholders in the long run, but it would probably be wise to apply a wait-and-see approach in the short term. Any dip in the range of $125-130 would be a good entry position. If, after a correction, it breaks above $160, that would be my signal to increase my position to take advantage of the next bull run. Until then, I will be on the sidelines waiting patiently.</p><p><blockquote>我认为苹果是一家伟大的公司,从长远来看,它将为股东带来丰厚的回报,但短期内采取观望态度可能是明智的。125-130美元范围内的任何下跌都将是一个很好的入场位置。如果在回调后突破160美元,这将是我增加头寸以利用下一次牛市的信号。在那之前,我会在场边耐心等待。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4465830-apple-shares-are-likely-to-consolidate-for-the-next-couple-of-years\">Seeking Alpha</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://seekingalpha.com/article/4465830-apple-shares-are-likely-to-consolidate-for-the-next-couple-of-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152678543","content_text":"Summary\n\nConsistent growth in revenue, net income, free cash flow, but with high debt levels on the balance sheet.\nThe company is well-diversified in the revenue sources, which include multiple highly-desired products and services.\nIn the next couple of years, sales growth will likely slow compared to the substantial post-pandemic increase in 2021.\nThis makes the shares a bit overvalued in the short term but still relatively undervalued in the long run.\n\nprachanart/iStock Editorial via Getty Images\nThe iPhone maker Apple Inc. (AAPL) generates large revenues and free cash flows and will most certainly continue to do so for the foreseeable future. This, however, could already be priced in the company's stock, which makes it susceptible to a price consolidation or slight correction in the short term. This is even more so due to the post-pandemic hefty 2021 revenue increases, which the company is unlikely to sustain in the next year or two.\nI have compiled some data from the company's past annual reports in an attempt to forecast the revenues for the next few years, with the ultimate goal of evaluating the current share price. As usual, I will go quickly through the existing financial situation of the company and then move on to more fun stuff.\nFinancials Revenue and Net Income\nApple generates revenues from multiple flagship products and services, including iPhone and iPad sales, App Store, Apple Care services, and cloud storage, to name a few. iPhone sales are the major contributor to revenues, but recently the Other Products category, which includes such items as Apple Watch, Home Air Pods, Home accessories and other wearables, has picked up quite nicely. Apple product users are pretty much locked into the iOS ecosystem and unwilling to part with such products anytime soon. Short of the company successively releasing a few subquality devices, it is not likely Apple's loyal customers will abandon the company anytime soon. This, in turn, will ensure Apple's consistent revenue generation for many more years to come.\nSource: Data retrieved from financial statements\nThe operating margin is good at over 25%, considering the fierce competition in the tech sector, where margins are always being tested in order to gain market share.\nSource: Data retrieved from Morningstar\nEarnings have seen a sharp increase in 2021 after modest gains over the previous years. The earnings will likely pull back a bit, in line with the trend leading up to the pandemic. The dividend yield is relatively low when compared to many other tech giants.\nSource: Data retrieved from Morningstar\nReturn on Equity, Return on Invested Capital, and Return on Assets\nThe same can be observed with the return on equity, invested capital, and assets. All these three metrics have seen a jump in the last year, with the return in equity being the highest.\nSource: Data retrieved from Morningstar\nThe free cash flow per share is illustrated in the chart below. The growth is steady as the company can generate a lot of cash due to the popularity of its products.\nSource: Data retrieved from company's annual report\nFinancial Health\nApple's debt to equity ratio is 1.73, which is a bit high. The company will need to make principal payments at an average of $10 billion annually until 2026 and over $64 billion annually after that. The total term debt value is $118 billion.\nSource: Data retrieved from Morningstar\nThe current and quick ratios have been declining in the last two years, correlated with the increase in liabilities. The quick ratio is slightly concerning due to having a value below 1, and the current ratio is not healthy either.\nSource: Data retrieved from Morningstar\nFree Cash Flow Yield\nThe chart below shows the relationship between the price and the FCF yield trend. This is another important metric in that it provides a measurement of the stock valuation. The stock price trending upwards while the yields are heading lower indicates an unsustainable trend and a likely correction in the short term.\nSource: Own calculations using Apple financial statements data\nShare buybacks\nSource: Apple financial statements\nRevenue Forecasting\nTo evaluate Apple shares' intrinsic value, we will need to estimate its future free cash flows, derived by subtracting the capital expenditures from the net cash provided by the operating activities. The latter is a Cash Flow statement item and is calculated starting with the net income and then adding and removing particular cash and non-cash items. In the case of Apple, the net cash from operating is usually about 25% higher than the net income due to the inclusion of the non-cash items that had been previously removed. CAPEX is forecasted by extrapolating the current trend into the future.\nIt is useful to know the percent share each Apple's products or services contribute to the total revenues when forecasting future revenues. This can be pulled directly from Apple's past annual returns, which I have done from 2016 to 2021. The percentages of each product revenue are in table 1 below.\nTable 1\nSource: Apple financial statements\nSales trends for each product and service is as follows:\nTable 2\nSource: Apple financial statements\nAs seen in the above table, the linear average increase of iPhone sales from 2016-2021 has been around 5% annually, but until 2020, iPhone sales were slowing by roughly 2% annually. We also need to calculate the sales percentages for each product over the last five years based on the percent change from one year to the next. For that, we combine data from tables 1 and 2 to arrive at the table below, which shows each product's share of revenues based on the sales trends.\nTable 3\nSource: Apple financial statements\nNow that we have enough numbers to work with let's plug them in to forecast revenues for the next ten years. One thing worth noting is that the 2021 sales for each product have increased substantially once the pandemic restrictions began lifting, and such numbers are outliers and not sustainable during the next fiscal period. So we can expect a decrease in revenue growth in 2022, and I have calculated that decrease according to the sales trend before the pandemic.\nTo forecast the CAPEX, I have applied a 16% YoY increase based on past trends.\nSource: Own calculations\nSo now that we have all the required numbers, we can plug them into the formula to estimate the FCF up to 2030. Then, we can use the FCF values in the discounted cash flows formula to evaluate the current fair value of Apple stock.\nValuation – Discounted Cash Flows Model\nSource: Own calculations\nThe discount rate is based on a 12% expected market return on our investment. S&P 500 long-term returns have averaged around 10%, whereas the returns have averaged 13.6% in the last decade.\nBased on these calculations, the current fair market Apple share price is $313, which makes the shares around 52% undervalued. After applying a 33% margin of safety, the share price comes at $210 or 28% undervalued. Keep in mind that this evaluation uses a long-term horizon. I expect revenue growth to lag in the short term, making the shares slightly overvalued for the next 1–2 years.\nIn my opinion, this means that, in the short term, Apple shares will dip from the current levels or at least consolidate sideways, but I expect the share price to increase substantially from the current levels in the long term. This, of course, barring any general market correction or the appearance of a bear market. In that case, the revenues and future FCF will need to be revised downwards accordingly.\nTechnical Outlook\nSource: Trading View, Apple's monthly chart\nThe trend is still up, but there has been quite a bit of volatility in 2021. Such chart pattern does not signal a reversal in the trend, but at the same time, it is difficult to see the price trending higher from the current levels. Most likely, there will be a consolidation in the next two years before we begin another climb.\nConclusion\nI think Apple is a great company that will handsomely reward its shareholders in the long run, but it would probably be wise to apply a wait-and-see approach in the short term. Any dip in the range of $125-130 would be a good entry position. If, after a correction, it breaks above $160, that would be my signal to increase my position to take advantage of the next bull run. Until then, I will be on the sidelines waiting patiently.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611118283,"gmtCreate":1650356491345,"gmtModify":1650356491345,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","listText":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","text":"“在最好的情况下,特斯拉股价到2026年可能达到5800美元”,真如此,马斯克身价将逾万亿美元,率领人类殖民火星也会更有底气,虽说“望人穷”,谁发财,俺都嫉妒,但唯独马火皇例外😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/611118283","repostId":"2228968975","repostType":2,"repost":{"id":"2228968975","kind":"highlight","pubTimestamp":1650330545,"share":"https://www.laohu8.com/m/news/2228968975?lang=zh_CN&edition=full","pubTime":"2022-04-19 09:09","market":"us","language":"zh","title":"ARK上调特斯拉目标价:四年翻四倍至4600美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2228968975","media":"华尔街见闻","summary":"“木头姐”旗下Ark基金增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。\n","content":"<html><head></head><body><p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,喊出4年4倍至4600美元的目标价。</p><p>Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。</p><p>Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。<img src=\"https://static.tigerbbs.com/e7aec8b3207468d35d353f8236cc07c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”</p><h2>押注自动驾驶出租车服务</h2><p>据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。</p><p>Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。</p><p>同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。</p><p>与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。</p><p>同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。</p><h2>部分投资者看空特斯拉</h2><p>“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。</p><p>不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。</p><p>他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”</p></body></html>","source":"wallstreetcn_api","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>ARK上调特斯拉目标价:四年翻四倍至4600美元!</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nARK上调特斯拉目标价:四年翻四倍至4600美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 09:09 北京时间 <a href=https://wallstreetcn.com/articles/3657269><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657269\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3657269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228968975","content_text":"Cathie Wood(凯西·伍德,人称“木头姐”)旗下的Ark投资管理再次唱多特斯拉,喊出4年4倍至4600美元的目标价。Ark曾在去年表示,预计到2025年,特斯拉的股价将达到3000美元,但由于对特斯拉未来的机器人出租车业务和资本效率产生了新的预期,该公司随后更新了股价目标。Ark认为,在最好的情况下,特斯拉股价到2026年可能达到5800美元;在最坏的情况下,股价可能达到2900美元,仍是目前1005美元的3倍左右。Ark的分析师Tasha Keeney上周在一篇博客中写道:“尽管我们调整了对2026年的预期,但这个模型对于特斯拉来说还是保守的。我们认为,到2026年,特斯拉的股票将像一家成熟公司,而不是一家高增长公司。”押注自动驾驶出租车服务据Keeney估计市场对自动驾驶出租车服务的需求将增加,其市场规模在11万亿至12万亿美元之间,这是推动特斯拉新模式发展的一个关键因素。Ark也增强了对特斯拉实现完全自动驾驶的能力的信心,认为其机器人出租车业务将在2026年贡献其60%的预期价值。同时Keeney写道,另一个因素是——人们预计特斯拉将提高资本效率,特斯拉每单位增量产能的资本支出已从2017年的8.4万美元降至7700美元。与此同时,特斯拉持有的比特币也包括在Ark的模型中,但并未被视为预测的关键组成部分,比特币价格对股价的提振作用不到5%。同时,特斯拉还可以追求其他不包括在该模型中的商业机会,包括能源存储业务、人工智能服务和人形机器人。部分投资者看空特斯拉“木头姐”一直是特斯拉及其CEO埃隆·马斯克的狂热支持者。虽然旗舰产品方舟创新Pacer Swan SOS Fund of Funds ETF|ETF (Ark Innovation ETF,简称ARKK)上月减持了特斯拉的股票,但特斯拉仍是其最大的持仓,占该基金的10%。不过,在过去一年大涨40%之后,并非所有人都看好该股。据彭博,投资研究公司New Construct的首席执行官David Trainer认为特斯拉的股价会跌至150-200美元。他说:“特斯拉曾一度享有先发优势,但如今它已经不再拥有这种优势,而且市面上还有很多其他电动汽车在竞争中非常成功。在我看来,这是凯西·伍德为了吸引散户投资者的话语,而他们实际上没有理解特斯拉的竞争力所在。”","news_type":1,"symbols_score_info":{"ARKK":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516593271667128","idStr":"3516593271667128"},"content":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","text":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!","html":"这是在做梦 马斯克的星链已经军事化 ,可能已经激怒了一些国家,并且特斯拉召回率达到60%以上…… 因为制裁俄罗斯,关键原材料已经是问题!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692207957,"gmtCreate":1640965066715,"gmtModify":1640965066715,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"4万亿美元算什么,马斯克拿下火星,比这厉害多了😊","listText":"4万亿美元算什么,马斯克拿下火星,比这厉害多了😊","text":"4万亿美元算什么,马斯克拿下火星,比这厉害多了😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692207957","repostId":"2195448557","repostType":2,"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451883619766328,"gmtCreate":1751349389299,"gmtModify":1751351195628,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑] ","listText":"如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑] ","text":"如此犯上,换个地方,可要掉脑袋的,除非是马克思[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451883619766328","repostId":"1174135783","repostType":2,"repost":{"id":"1174135783","kind":"news","pubTimestamp":1751348950,"share":"https://www.laohu8.com/m/news/1174135783?lang=zh_CN&edition=full","pubTime":"2025-07-01 13:49","market":"us","language":"zh","title":"特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!","url":"https://stock-news.laohu8.com/highlight/detail?id=1174135783","media":"华尔街见闻","summary":"当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,如果没有补贴,他可能得关门大吉,“返回南非老家”了。随后,马斯克迅速在X平台回应称:“全部削减,就现在。”随着特朗普与马斯克“对战”再度升级,特斯拉应声大跌,夜盘股价一度跌近7%。但对于是否愿意与马斯克不计前嫌重归于好,特朗普并未明确表态。这再度引发马斯克的不满。","content":"<html><head></head><body><blockquote><p>距离上次和解才过去半个月,“特马”围绕“大漂亮法案”的互撕大戏再度上演,特斯拉夜盘一度大跌7%。</p></blockquote><p style=\"text-align: justify;\">马斯克再度炮轰“大漂亮法案”后,特朗普下场怒怼,“特马”互撕大戏再度上演!</p><p style=\"text-align: justify;\">当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,<strong>如果没有补贴,他可能得关门大吉,“返回南非老家”了。</strong></p><p style=\"text-align: justify;\">特朗普表示:”马斯克在大力支持我竞选总统之前很久就知道,我一直强烈反对电动汽车强制政策。这一政策荒谬可笑,而且一直是我竞选活动的重要议题。电动汽车本身没问题,但不应强迫所有人都拥有一辆。<strong>马斯克获得的补贴可能比历史上任何人都多,而且如果没有补贴,他可能就得关门大吉,返回南非老家了。</strong>那样就不会再有火箭发射、卫星项目或电动汽车生产,而我们国家能省下一大笔钱。<strong>或许我们应该让DOGE好好、仔细地审视一下这个问题?这能省下巨额资金!!!”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e5fad9fc8db1544d487e79139b8163b\" tg-width=\"541\" tg-height=\"627\"/></p><p style=\"text-align: justify;\">随后,马斯克迅速在X平台回应称:</p><p style=\"text-align: justify;\"><strong>“全部削减,就现在。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cda9754ce8ecd5ae1969367dffe7013\" tg-width=\"633\" tg-height=\"719\"/></p><p style=\"text-align: justify;\">马斯克表示:<strong>“我只是要求不要让美国破产。如果我们不断提高债务上限,那还有什么意义呢?”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f389e18f50761381e837981d010bc81\" tg-width=\"640\" tg-height=\"264\"/></p><p style=\"text-align: justify;\">随着特朗普与马斯克“对战”再度升级,<strong>特斯拉应声大跌,夜盘股价一度跌近7%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd41394039a30bea14c9ae526583db3d\" tg-width=\"910\" tg-height=\"569\"/></p><h2 id=\"id_1334114779\">和解不过半月,“特马”再度“反目”</h2><p style=\"text-align: justify;\">早在6月初,马斯克在其社交媒体平台X上批评国会支出法案“令人作呕”,并呼吁议员取消支持。特朗普随后发声反击,<strong>暗示将重新审视特斯拉及其旗下企业所获得的政府补贴与合约,“我非常失望,我们的关系还能维持多久,现在也很难说。”</strong></p><p style=\"text-align: justify;\">这场口水战在6月12日以和解告终,在马斯克表态反悔后,特朗普给他的悔过“点赞”,称“我认为他这样做很好”。但对于是否愿意与马斯克不计前嫌重归于好,特朗普并未明确表态。</p><p style=\"text-align: justify;\">据华尔街见闻文章,29日,美国参议院经过激烈拉锯,以51票赞成、49票反对的结果,通过了特朗普力推的“大漂亮法案”的更新版本,提前取消消费者购买电动车时享受的7500美元税收抵免。</p><p style=\"text-align: justify;\">这再度引发马斯克的不满。当天,马斯克猛批“大漂亮法案”称,削减电动车和清洁能源补贴会破坏美国未来产业、毁掉数百万就业,对共和党来说是政治自杀,将对美国造成“难以置信的破坏”。</p><p style=\"text-align: justify;\">本周一,马斯克继续威胁称,“每一位在竞选时承诺减少政府支出、然后立即投票支持历史上最大债务增长的国会议员都应该感到羞耻”,并誓言让他们在明年中选中败北。</p></body></html>","source":"wallstreetcn_api","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>特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!</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{ 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n特朗普炮轰马斯克:没有补贴你早就回南非了!马斯克回应:全部削减,就现在!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-01 13:49 北京时间 <a href=https://wallstreetcn.com/articles/3750163><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>距离上次和解才过去半个月,“特马”围绕“大漂亮法案”的互撕大戏再度上演,特斯拉夜盘一度大跌7%。马斯克再度炮轰“大漂亮法案”后,特朗普下场怒怼,“特马”互撕大戏再度上演!当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,如果没有补贴,他可能得关门大吉,“返回南非老家”了。特朗普表示:”马斯克在大力支持我竞选总统之前很久就知道,我一直强烈反对电动汽车强制政策。这一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750163\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7d66b78d82be43211e6e951c438f765d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3750163","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174135783","content_text":"距离上次和解才过去半个月,“特马”围绕“大漂亮法案”的互撕大戏再度上演,特斯拉夜盘一度大跌7%。马斯克再度炮轰“大漂亮法案”后,特朗普下场怒怼,“特马”互撕大戏再度上演!当地时间7月1日,特朗普在真实社交炮轰马斯克,称后者获得的补贴可能比历史上任何人都多,如果没有补贴,他可能得关门大吉,“返回南非老家”了。特朗普表示:”马斯克在大力支持我竞选总统之前很久就知道,我一直强烈反对电动汽车强制政策。这一政策荒谬可笑,而且一直是我竞选活动的重要议题。电动汽车本身没问题,但不应强迫所有人都拥有一辆。马斯克获得的补贴可能比历史上任何人都多,而且如果没有补贴,他可能就得关门大吉,返回南非老家了。那样就不会再有火箭发射、卫星项目或电动汽车生产,而我们国家能省下一大笔钱。或许我们应该让DOGE好好、仔细地审视一下这个问题?这能省下巨额资金!!!”随后,马斯克迅速在X平台回应称:“全部削减,就现在。”马斯克表示:“我只是要求不要让美国破产。如果我们不断提高债务上限,那还有什么意义呢?”随着特朗普与马斯克“对战”再度升级,特斯拉应声大跌,夜盘股价一度跌近7%。和解不过半月,“特马”再度“反目”早在6月初,马斯克在其社交媒体平台X上批评国会支出法案“令人作呕”,并呼吁议员取消支持。特朗普随后发声反击,暗示将重新审视特斯拉及其旗下企业所获得的政府补贴与合约,“我非常失望,我们的关系还能维持多久,现在也很难说。”这场口水战在6月12日以和解告终,在马斯克表态反悔后,特朗普给他的悔过“点赞”,称“我认为他这样做很好”。但对于是否愿意与马斯克不计前嫌重归于好,特朗普并未明确表态。据华尔街见闻文章,29日,美国参议院经过激烈拉锯,以51票赞成、49票反对的结果,通过了特朗普力推的“大漂亮法案”的更新版本,提前取消消费者购买电动车时享受的7500美元税收抵免。这再度引发马斯克的不满。当天,马斯克猛批“大漂亮法案”称,削减电动车和清洁能源补贴会破坏美国未来产业、毁掉数百万就业,对共和党来说是政治自杀,将对美国造成“难以置信的破坏”。本周一,马斯克继续威胁称,“每一位在竞选时承诺减少政府支出、然后立即投票支持历史上最大债务增长的国会议员都应该感到羞耻”,并誓言让他们在明年中选中败北。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892587502,"gmtCreate":1628673079206,"gmtModify":1628673079206,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"苹果今年的收入预计将增长33%,达到惊人的3650亿美元","listText":"苹果今年的收入预计将增长33%,达到惊人的3650亿美元","text":"苹果今年的收入预计将增长33%,达到惊人的3650亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892587502","repostId":"2158242407","repostType":2,"repost":{"id":"2158242407","kind":"news","pubTimestamp":1628665295,"share":"https://www.laohu8.com/m/news/2158242407?lang=zh_CN&edition=full","pubTime":"2021-08-11 15:01","market":"us","language":"zh","title":"苹果今年盈利如何出奇制胜:紧抓存储这台“印钞机”!","url":"https://stock-news.laohu8.com/highlight/detail?id=2158242407","media":"智通财经","summary":"关于苹果每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。\n相较于其他手机酷炫的科技升级,iPhone相","content":"<p>关于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。</p>\n<p>相较于其他手机酷炫的科技升级,iPhone相机和芯片的改进似乎有些乏味。这些改进真正魔力在于其对苹果盈利造成的影响。据智通财经APP了解,与FaceID这类创新不同,芯片和相机的升级为该公司带来了双重好处:消费者不仅要为新功能支付更高的价格,而且这些新功能通常需要更多的存储空间才能被充分利用。事实上,存储是一台令人难以置信的“印钞机”,它甚至是苹果的秘密武器。</p>\n<p>下一代iPhone看起来将会更加深入的运用这个方法,据报道,除了摄像头升级之外,新手机还具有更高质量的ProRes视频格式以及更多的芯片更新。更多相关信息将在未来几周陆续发布。</p>\n<p>随着图像质量的每一次改进,存储需求也会相应增加。苹果去年添加到iPhone </p>\n<p>的新照片格式ProRaw比标准JPEG大12倍。更大的视频文件将加剧这一趋势。对于那些日常快照就已经占用了几十GB内存的人来说,这尤其是个坏消息。</p>\n<p>消费者对存储空间的需求带来了巨大的利润。增加128GB的存储空间需要花费100美元,而苹果公司此项成本不太可能超过20美元。如果您更喜欢远程存储数据,Apple的iCloud产品享有类似的利润率。然而,那些已经选择购买价值1099美元的iPhone </p>\n<p>12 Pro Max的人可能不太担心花更多的钱来增加容量。</p>\n<p>更快的下载速度和更强的处理能力具有相同的需求效果。5G可以让您更快地下载更多数据,但您需要更多的容量来存储它。同理,目前一些高质量手游也需要更快的芯片支持。</p>\n<p>苹果今年的收入预计将增长33%,达到惊人的3650亿美元,当然其中只有一部分来自增加内存的收益。但它表明,即使在没有轰动一时的新功能或旗舰产品的情况下,对改进正确技术的精明投资也能对利润产生倍增效应,iPhone的平均售价从2019年底的748美元跃升至今年3月的938美元。</p>\n<p>因此,当我们等待苹果展示其下一个无论是在自动驾驶汽车、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜还是其他方面划时代的创新时,这家公司正在展示其内存游戏的盈利能力。</p>","source":"stock_zhitongcaijing","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>苹果今年盈利如何出奇制胜:紧抓存储这台“印钞机”!</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/531953.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.zhitongcaijing.com/content/detail/531953.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158242407","content_text":"关于苹果每一代iPhone的预测,无非就是老三样:比前代更高质量的相机、更快的处理器和苹果公司CEO库克“这是我们目前做出来的最好的iPhone”的言论。\n相较于其他手机酷炫的科技升级,iPhone相机和芯片的改进似乎有些乏味。这些改进真正魔力在于其对苹果盈利造成的影响。据智通财经APP了解,与FaceID这类创新不同,芯片和相机的升级为该公司带来了双重好处:消费者不仅要为新功能支付更高的价格,而且这些新功能通常需要更多的存储空间才能被充分利用。事实上,存储是一台令人难以置信的“印钞机”,它甚至是苹果的秘密武器。\n下一代iPhone看起来将会更加深入的运用这个方法,据报道,除了摄像头升级之外,新手机还具有更高质量的ProRes视频格式以及更多的芯片更新。更多相关信息将在未来几周陆续发布。\n随着图像质量的每一次改进,存储需求也会相应增加。苹果去年添加到iPhone \n的新照片格式ProRaw比标准JPEG大12倍。更大的视频文件将加剧这一趋势。对于那些日常快照就已经占用了几十GB内存的人来说,这尤其是个坏消息。\n消费者对存储空间的需求带来了巨大的利润。增加128GB的存储空间需要花费100美元,而苹果公司此项成本不太可能超过20美元。如果您更喜欢远程存储数据,Apple的iCloud产品享有类似的利润率。然而,那些已经选择购买价值1099美元的iPhone \n12 Pro Max的人可能不太担心花更多的钱来增加容量。\n更快的下载速度和更强的处理能力具有相同的需求效果。5G可以让您更快地下载更多数据,但您需要更多的容量来存储它。同理,目前一些高质量手游也需要更快的芯片支持。\n苹果今年的收入预计将增长33%,达到惊人的3650亿美元,当然其中只有一部分来自增加内存的收益。但它表明,即使在没有轰动一时的新功能或旗舰产品的情况下,对改进正确技术的精明投资也能对利润产生倍增效应,iPhone的平均售价从2019年底的748美元跃升至今年3月的938美元。\n因此,当我们等待苹果展示其下一个无论是在自动驾驶汽车、智能眼镜还是其他方面划时代的创新时,这家公司正在展示其内存游戏的盈利能力。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615469089,"gmtCreate":1653065610441,"gmtModify":1653065610441,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"砸碎埃隆门,开启火星门😄","listText":"砸碎埃隆门,开启火星门😄","text":"砸碎埃隆门,开启火星门😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/615469089","repostId":"1135797225","repostType":2,"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603113012,"gmtCreate":1638372617732,"gmtModify":1638373345580,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"人家该牛!","listText":"人家该牛!","text":"人家该牛!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603113012","repostId":"1110019262","repostType":2,"repost":{"id":"1110019262","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638370438,"share":"https://www.laohu8.com/m/news/1110019262?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:53","market":"us","language":"zh","title":"苹果股价创历史新高,市值超2.75万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1110019262","media":"老虎资讯综合","summary":"12月1日,苹果盘初涨超1.5%,股价创历史新高,市值超2.75万亿美元。\n\n苹果重归中国手机销量榜首\n据Counterpoint Research近期公布的10月数据,苹果以865万台的销量在今年1","content":"<p>12月1日,苹果盘初涨超1.5%,股价创历史新高,市值超2.75万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/26b41ced8e19d7e649851f5367984616\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>苹果重归中国手机销量榜首</p>\n<p>据Counterpoint Research近期公布的10月数据,苹果以865万台的销量在今年10月成为中国最大的智能手机品牌,这也是苹果自2015年12月以来首次成为中国最大的智能手机品牌。此外10月国内手机销量也实现同比转正。</p>\n<p><img src=\"https://static.tigerbbs.com/9ee1e1fb161f3a96e2d6699d326a6b62\" tg-width=\"814\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></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>苹果股价创历史新高,市值超2.75万亿美元</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果股价创历史新高,市值超2.75万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-01 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月1日,苹果盘初涨超1.5%,股价创历史新高,市值超2.75万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/26b41ced8e19d7e649851f5367984616\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>苹果重归中国手机销量榜首</p>\n<p>据Counterpoint Research近期公布的10月数据,苹果以865万台的销量在今年10月成为中国最大的智能手机品牌,这也是苹果自2015年12月以来首次成为中国最大的智能手机品牌。此外10月国内手机销量也实现同比转正。</p>\n<p><img src=\"https://static.tigerbbs.com/9ee1e1fb161f3a96e2d6699d326a6b62\" tg-width=\"814\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110019262","content_text":"12月1日,苹果盘初涨超1.5%,股价创历史新高,市值超2.75万亿美元。\n\n苹果重归中国手机销量榜首\n据Counterpoint Research近期公布的10月数据,苹果以865万台的销量在今年10月成为中国最大的智能手机品牌,这也是苹果自2015年12月以来首次成为中国最大的智能手机品牌。此外10月国内手机销量也实现同比转正。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856533460,"gmtCreate":1635201511737,"gmtModify":1635201511737,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份","listText":"“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份","text":"“马斯克在这家新成立的万亿美元公司的23%股份目前价值约2300亿美元”,一说持有17%的股份","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856533460","repostId":"2178532473","repostType":2,"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803355432,"gmtCreate":1627424783826,"gmtModify":1627424783826,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能","listText":"“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能","text":"“全年每股收益和收入估计分别为518美元和3546.1亿美元”,“未来几年,苹果的股价将接近200美元”,尽管每股收益预期过高,但股价突破2000美元似乎也不是没有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803355432","repostId":"2154917723","repostType":2,"repost":{"id":"2154917723","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627420555,"share":"https://www.laohu8.com/m/news/2154917723?lang=zh_CN&edition=full","pubTime":"2021-07-28 05:15","market":"us","language":"en","title":"Apple's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records<blockquote>由于iPhone销售强劲,苹果第三季度盈利超出预期;服务性能,记录中已安装的活动设备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154917723","media":"Benzinga","summary":"Apple, Inc. (NASDAQ: AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.","content":"<p><html><body><strong>Apple, Inc. </strong>(NASDAQ:AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.</p><p><blockquote><html><body><strong>苹果公司。</strong>(纳斯达克股票代码:AAPL)公布了高于市场普遍预期的第三季度业绩,其产品类别实现了两位数的增长。中国的表现继续优于其他地区,而服务业则强劲增长。</body></html></blockquote></p><p> <strong>Q3 Consensus Estimate: </strong>The<strong> </strong>Cupertino-California-based company reported third-quarter earnings per share of $1.30 and revenues of $81.4 billion, representing a 36% year-over-year increase. The top line was a record number for the June quarter.</p><p><blockquote><strong>第三季度共识估计:</strong>The<strong></strong>总部位于加州库比蒂诺的公司报告第三季度每股收益为1.30美元,营收为814亿美元,同比增长36%。六月季度的营收创历史新高。</blockquote></p><p> Analysts, on average, expected EPS of $1.00 on revenues of $72.93 billion.</p><p><blockquote>分析师平均预期每股收益为1.00美元,营收为729.3亿美元。</blockquote></p><p> In the year-ago quarter, the company reported EPS of 64 cents and revenues of $59.69 billion, and in the previous quarter, the metrics were at $1.40 and $89.6 million, respectively.</p><p><blockquote>去年同期,该公司报告每股收益为64美分,营收为596.9亿美元,而上一季度,这些指标分别为1.40美元和8960万美元。</blockquote></p><p> Third-quarter gross margin came in at 43.4%, up from 42.5% in the previous quarter.</p><p><blockquote>第三季度毛利率为43.4%,高于上一季度的42.5%。</blockquote></p><p> \"This quarter, our teams built on a period of unmatched innovation by sharing powerful new products with our users, at a time when using technology to connect people everywhere has never been more important,\" said Apple CEO Tim Cook.</p><p><blockquote>苹果首席执行官Tim Cook表示:“本季度,我们的团队通过与用户分享强大的新产品,建立了一段无与伦比的创新时期,而此时利用技术将世界各地的人们联系起来从未如此重要。”</blockquote></p><p> The company's board declared a cash dividend of 22 cents per share, payable on Aug. 12 to shareholders of record as of the close of business on Aug. 9.</p><p><blockquote>该公司董事会宣布派发每股22美分的现金股息,将于8月12日支付给截至8月9日收盘时登记在册的股东。</blockquote></p><p> <em>Related Link: Why Apple's Stock Valuation Could Present Long-Term Buying Opportunity</em></p><p><blockquote><em>相关链接:为什么苹果的股票估值可能带来长期买入机会</em></blockquote></p><p> <strong>Apple's Q3 Segmental Revenues: </strong> Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. iPhone revenues grew roughly 50% year-over-year.</p><p><blockquote><strong>苹果第三季度部门收入:</strong>苹果的旗舰产品iPhone的收入为395.7亿美元,占总收入的48.6%。iPhone收入同比增长约50%。</blockquote></p><p> Former famed analyst Gene Munster expected iPhone revenues of $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.</p><p><blockquote>前著名分析师吉恩·蒙斯特(Gene Munster)预计iPhone营收为352亿美元,而市场普遍预期为342亿美元。</blockquote></p><p> Last week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and ASP estimate by 2% to $825. The analyst's estimates translated to iPhone revenues of $36.3 million.</p><p><blockquote>上周,瑞银分析师David Vogt将iPhone销量预期从4200万部上调至4400万部,平均售价预期上调2%至825美元。分析师的估计转化为iPhone的收入为3630万美元。</blockquote></p><p> Mac revenues climbed 16.3% to $8.24 billion or 10.1% of the total revenues and iPad fetched revenues of $7.37 billion, up 11.9%.</p><p><blockquote>Mac收入增长16.3%,达到82.4亿美元,占总收入的10.1%,iPad收入达到73.7亿美元,增长11.9%。</blockquote></p><p> Mac and iPad revenues grew at a frenetic pace in the March quarter. However, the sell-side was bracing for a slowdown, as component shortages serve as drag.</p><p><blockquote>Mac和iPad的收入在第三季度以疯狂的速度增长。然而,由于零部件短缺成为拖累,卖方正准备迎接经济放缓。</blockquote></p><p> Munster expected Mac sales of $8 billion and iPad sales of $7.2 billion.</p><p><blockquote>蒙斯特预计Mac销售额为80亿美元,iPad销售额为72亿美元。</blockquote></p><p> The Services segment contributed $17.49 billion or 21.5% to the total revenues by virtue of its 32.9% growth. Munster had modeled 18% growth. Long-term, the analyst expects growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace.</p><p><blockquote>服务部门凭借32.9%的增长贡献了174.9亿美元,占总收入的21.5%。明斯特模拟了18%的增长率。从长远来看,分析师预计,随着苹果继续推出更多服务,包括最近宣布的苹果Fitness+及其播客市场,增长率将持续保持在15%左右。</blockquote></p><p> Wearables, Home and Accessories revenues came in at $8.78 billion.</p><p><blockquote>可穿戴设备、家居和配件收入为87.8亿美元。</blockquote></p><p> \"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" said Luca Maestri, Apple's CFO.</p><p><blockquote>苹果首席财务官Luca Maestri表示:“我们创纪录的六月季度运营业绩包括每个地理区域的新收入记录、每个产品类别的两位数增长以及我们的有源设备安装基数的历史新高。”</blockquote></p><p> <strong>Geographic Breakdown of Apple's Q3 Revenues: </strong></p><p><blockquote><strong>苹果第三季度收入的地理细分:</strong></blockquote></p><p> <ul> <li>Americas contributed $35.87 billion or 44% to total revenues, and the region witnessed 32.8% growth</li> <li>Europe fetched $18.94 billion, up 16.3%. The region contributed 23.3% to the topline.</li> <li>The Greater China region continued to be the fastest growing geography. Apple raised $14.76 billion revenues from the region, thanks to 58.24% growth. The region accounted for 18.12% of the total revenues.</li> <li>Japan and the rest of the Asia-Pacific accounted for $6.46 billion and $5.40 billion, respectively of the total revenues.</li> </ul> <em>Related Link: Why This Apple Stock Analyst Says It's Time To Buy</em></p><p><blockquote><ul><li>美洲贡献了358.7亿美元,占总收入的44%,该地区增长了32.8%</li><li>欧洲成交额189.4亿美元,增长16.3%。该地区对营收的贡献为23.3%。</li><li>大中华地区继续成为增长最快的地区。得益于58.24%的增长,苹果从该地区筹集了147.6亿美元的收入。该地区占总收入的18.12%。</li><li>日本和亚太地区其他地区分别占总收入的64.6亿美元和54亿美元。</li></ul><em>相关链接:为什么这位苹果股票分析师说是时候买入了</em></blockquote></p><p> <strong>Look Ahead: </strong> For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion.</p><p><blockquote><strong>展望未来:</strong>分析师预测9月份季度的每股收益为1.11美元,营收为810.3亿美元。</blockquote></p><p> The full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.</p><p><blockquote>全年每股收益和收入预计分别为5.18美元和3546.1亿美元。</blockquote></p><p> Munster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from digital transformation that is in play, growth 5G enthusiasm and growing anticipation of new business segments.</p><p><blockquote>明斯特认为,在可预见的未来,苹果仍将是一个增长故事。在未来两年多的时间里,该公司将受益于正在进行的数字化转型、不断增长的5G热情以及对新业务领域日益增长的预期。</blockquote></p><p> The three biggest untapped markets, the analyst said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car. Apple shares will approach $200 over the next couple of years, he added.</p><p><blockquote>这位分析师表示,三个最大的未开发市场是AR/MR、健康以及苹果汽车的自动驾驶机会。他补充说,未来几年苹果股价将接近200美元。</blockquote></p><p> <strong>AAPL Shares Muted </strong> Apple shares ended the first half of 2021 up merely 3.6% despite its stellar fundamental performance. The company underperformed most of its FAANG peers.</p><p><blockquote><strong>苹果公司股价低迷</strong>尽管基本面表现出色,但苹果股价在2021年上半年仅上涨3.6%。该公司的表现逊于大多数FAANG同行。</blockquote></p><p> The shares picked up momentum at the start of July. After hitting an all-time intraday high of $150 on July 15, the stock has given back some gains.</p><p><blockquote>该股在七月初回升。在7月15日触及150美元的历史盘中高点后,该股已经回吐了一些涨幅。</blockquote></p><p> Apple shares were seen retreating 1% to $145.18 in after-hours trading.</p><p><blockquote>苹果股价在盘后交易中下跌1%,至145.18美元。</blockquote></p><p> </body></html></p><p><blockquote></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's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records<blockquote>由于iPhone销售强劲,苹果第三季度盈利超出预期;服务性能,记录中已安装的活动设备</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's Q3 Earnings Trumps Estimates Amid Strong iPhone Sales; Services Performance, Installed Active Devices At Records<blockquote>由于iPhone销售强劲,苹果第三季度盈利超出预期;服务性能,记录中已安装的活动设备</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 </p>\n<p class=\"h-time smaller\">2021-07-28 05:15</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Apple, Inc. </strong>(NASDAQ:AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.</p><p><blockquote><html><body><strong>苹果公司。</strong>(纳斯达克股票代码:AAPL)公布了高于市场普遍预期的第三季度业绩,其产品类别实现了两位数的增长。中国的表现继续优于其他地区,而服务业则强劲增长。</body></html></blockquote></p><p> <strong>Q3 Consensus Estimate: </strong>The<strong> </strong>Cupertino-California-based company reported third-quarter earnings per share of $1.30 and revenues of $81.4 billion, representing a 36% year-over-year increase. The top line was a record number for the June quarter.</p><p><blockquote><strong>第三季度共识估计:</strong>The<strong></strong>总部位于加州库比蒂诺的公司报告第三季度每股收益为1.30美元,营收为814亿美元,同比增长36%。六月季度的营收创历史新高。</blockquote></p><p> Analysts, on average, expected EPS of $1.00 on revenues of $72.93 billion.</p><p><blockquote>分析师平均预期每股收益为1.00美元,营收为729.3亿美元。</blockquote></p><p> In the year-ago quarter, the company reported EPS of 64 cents and revenues of $59.69 billion, and in the previous quarter, the metrics were at $1.40 and $89.6 million, respectively.</p><p><blockquote>去年同期,该公司报告每股收益为64美分,营收为596.9亿美元,而上一季度,这些指标分别为1.40美元和8960万美元。</blockquote></p><p> Third-quarter gross margin came in at 43.4%, up from 42.5% in the previous quarter.</p><p><blockquote>第三季度毛利率为43.4%,高于上一季度的42.5%。</blockquote></p><p> \"This quarter, our teams built on a period of unmatched innovation by sharing powerful new products with our users, at a time when using technology to connect people everywhere has never been more important,\" said Apple CEO Tim Cook.</p><p><blockquote>苹果首席执行官Tim Cook表示:“本季度,我们的团队通过与用户分享强大的新产品,建立了一段无与伦比的创新时期,而此时利用技术将世界各地的人们联系起来从未如此重要。”</blockquote></p><p> The company's board declared a cash dividend of 22 cents per share, payable on Aug. 12 to shareholders of record as of the close of business on Aug. 9.</p><p><blockquote>该公司董事会宣布派发每股22美分的现金股息,将于8月12日支付给截至8月9日收盘时登记在册的股东。</blockquote></p><p> <em>Related Link: Why Apple's Stock Valuation Could Present Long-Term Buying Opportunity</em></p><p><blockquote><em>相关链接:为什么苹果的股票估值可能带来长期买入机会</em></blockquote></p><p> <strong>Apple's Q3 Segmental Revenues: </strong> Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. iPhone revenues grew roughly 50% year-over-year.</p><p><blockquote><strong>苹果第三季度部门收入:</strong>苹果的旗舰产品iPhone的收入为395.7亿美元,占总收入的48.6%。iPhone收入同比增长约50%。</blockquote></p><p> Former famed analyst Gene Munster expected iPhone revenues of $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.</p><p><blockquote>前著名分析师吉恩·蒙斯特(Gene Munster)预计iPhone营收为352亿美元,而市场普遍预期为342亿美元。</blockquote></p><p> Last week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and ASP estimate by 2% to $825. The analyst's estimates translated to iPhone revenues of $36.3 million.</p><p><blockquote>上周,瑞银分析师David Vogt将iPhone销量预期从4200万部上调至4400万部,平均售价预期上调2%至825美元。分析师的估计转化为iPhone的收入为3630万美元。</blockquote></p><p> Mac revenues climbed 16.3% to $8.24 billion or 10.1% of the total revenues and iPad fetched revenues of $7.37 billion, up 11.9%.</p><p><blockquote>Mac收入增长16.3%,达到82.4亿美元,占总收入的10.1%,iPad收入达到73.7亿美元,增长11.9%。</blockquote></p><p> Mac and iPad revenues grew at a frenetic pace in the March quarter. However, the sell-side was bracing for a slowdown, as component shortages serve as drag.</p><p><blockquote>Mac和iPad的收入在第三季度以疯狂的速度增长。然而,由于零部件短缺成为拖累,卖方正准备迎接经济放缓。</blockquote></p><p> Munster expected Mac sales of $8 billion and iPad sales of $7.2 billion.</p><p><blockquote>蒙斯特预计Mac销售额为80亿美元,iPad销售额为72亿美元。</blockquote></p><p> The Services segment contributed $17.49 billion or 21.5% to the total revenues by virtue of its 32.9% growth. Munster had modeled 18% growth. Long-term, the analyst expects growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace.</p><p><blockquote>服务部门凭借32.9%的增长贡献了174.9亿美元,占总收入的21.5%。明斯特模拟了18%的增长率。从长远来看,分析师预计,随着苹果继续推出更多服务,包括最近宣布的苹果Fitness+及其播客市场,增长率将持续保持在15%左右。</blockquote></p><p> Wearables, Home and Accessories revenues came in at $8.78 billion.</p><p><blockquote>可穿戴设备、家居和配件收入为87.8亿美元。</blockquote></p><p> \"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" said Luca Maestri, Apple's CFO.</p><p><blockquote>苹果首席财务官Luca Maestri表示:“我们创纪录的六月季度运营业绩包括每个地理区域的新收入记录、每个产品类别的两位数增长以及我们的有源设备安装基数的历史新高。”</blockquote></p><p> <strong>Geographic Breakdown of Apple's Q3 Revenues: </strong></p><p><blockquote><strong>苹果第三季度收入的地理细分:</strong></blockquote></p><p> <ul> <li>Americas contributed $35.87 billion or 44% to total revenues, and the region witnessed 32.8% growth</li> <li>Europe fetched $18.94 billion, up 16.3%. The region contributed 23.3% to the topline.</li> <li>The Greater China region continued to be the fastest growing geography. Apple raised $14.76 billion revenues from the region, thanks to 58.24% growth. The region accounted for 18.12% of the total revenues.</li> <li>Japan and the rest of the Asia-Pacific accounted for $6.46 billion and $5.40 billion, respectively of the total revenues.</li> </ul> <em>Related Link: Why This Apple Stock Analyst Says It's Time To Buy</em></p><p><blockquote><ul><li>美洲贡献了358.7亿美元,占总收入的44%,该地区增长了32.8%</li><li>欧洲成交额189.4亿美元,增长16.3%。该地区对营收的贡献为23.3%。</li><li>大中华地区继续成为增长最快的地区。得益于58.24%的增长,苹果从该地区筹集了147.6亿美元的收入。该地区占总收入的18.12%。</li><li>日本和亚太地区其他地区分别占总收入的64.6亿美元和54亿美元。</li></ul><em>相关链接:为什么这位苹果股票分析师说是时候买入了</em></blockquote></p><p> <strong>Look Ahead: </strong> For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion.</p><p><blockquote><strong>展望未来:</strong>分析师预测9月份季度的每股收益为1.11美元,营收为810.3亿美元。</blockquote></p><p> The full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.</p><p><blockquote>全年每股收益和收入预计分别为5.18美元和3546.1亿美元。</blockquote></p><p> Munster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from digital transformation that is in play, growth 5G enthusiasm and growing anticipation of new business segments.</p><p><blockquote>明斯特认为,在可预见的未来,苹果仍将是一个增长故事。在未来两年多的时间里,该公司将受益于正在进行的数字化转型、不断增长的5G热情以及对新业务领域日益增长的预期。</blockquote></p><p> The three biggest untapped markets, the analyst said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car. Apple shares will approach $200 over the next couple of years, he added.</p><p><blockquote>这位分析师表示,三个最大的未开发市场是AR/MR、健康以及苹果汽车的自动驾驶机会。他补充说,未来几年苹果股价将接近200美元。</blockquote></p><p> <strong>AAPL Shares Muted </strong> Apple shares ended the first half of 2021 up merely 3.6% despite its stellar fundamental performance. The company underperformed most of its FAANG peers.</p><p><blockquote><strong>苹果公司股价低迷</strong>尽管基本面表现出色,但苹果股价在2021年上半年仅上涨3.6%。该公司的表现逊于大多数FAANG同行。</blockquote></p><p> The shares picked up momentum at the start of July. After hitting an all-time intraday high of $150 on July 15, the stock has given back some gains.</p><p><blockquote>该股在七月初回升。在7月15日触及150美元的历史盘中高点后,该股已经回吐了一些涨幅。</blockquote></p><p> Apple shares were seen retreating 1% to $145.18 in after-hours trading.</p><p><blockquote>苹果股价在盘后交易中下跌1%,至145.18美元。</blockquote></p><p> </body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22185185/apples-q3-earnings-trumps-estimates-amid-strong-iphone-sales-services-performance-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154917723","content_text":"Apple, Inc. (NASDAQ:AAPL) announced above-consensus third-quarter results, driven by double-digit growth across its product categories. China continued to outperform the rest of the geographies, while the Services segment ringed in strong growth.\nQ3 Consensus Estimate: The Cupertino-California-based company reported third-quarter earnings per share of $1.30 and revenues of $81.4 billion, representing a 36% year-over-year increase. The top line was a record number for the June quarter.\nAnalysts, on average, expected EPS of $1.00 on revenues of $72.93 billion.\nIn the year-ago quarter, the company reported EPS of 64 cents and revenues of $59.69 billion, and in the previous quarter, the metrics were at $1.40 and $89.6 million, respectively.\nThird-quarter gross margin came in at 43.4%, up from 42.5% in the previous quarter.\n\"This quarter, our teams built on a period of unmatched innovation by sharing powerful new products with our users, at a time when using technology to connect people everywhere has never been more important,\" said Apple CEO Tim Cook.\nThe company's board declared a cash dividend of 22 cents per share, payable on Aug. 12 to shareholders of record as of the close of business on Aug. 9.\nRelated Link: Why Apple's Stock Valuation Could Present Long-Term Buying Opportunity\nApple's Q3 Segmental Revenues: Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. iPhone revenues grew roughly 50% year-over-year.\nFormer famed analyst Gene Munster expected iPhone revenues of $35.2 billion vis-à-vis the consensus estimate of $34.2 billion.\nLast week, UBS analyst David Vogt raised his iPhone unit forecast from 42 million to 44 million and ASP estimate by 2% to $825. The analyst's estimates translated to iPhone revenues of $36.3 million.\nMac revenues climbed 16.3% to $8.24 billion or 10.1% of the total revenues and iPad fetched revenues of $7.37 billion, up 11.9%.\nMac and iPad revenues grew at a frenetic pace in the March quarter. However, the sell-side was bracing for a slowdown, as component shortages serve as drag.\nMunster expected Mac sales of $8 billion and iPad sales of $7.2 billion.\nThe Services segment contributed $17.49 billion or 21.5% to the total revenues by virtue of its 32.9% growth. Munster had modeled 18% growth. Long-term, the analyst expects growth to remain around 15% consistently as Apple continues to layer on more Services, including recently announced Apple Fitness+ and its podcast marketplace.\nWearables, Home and Accessories revenues came in at $8.78 billion.\n\"Our record June quarter operating performance included new revenue records in each of our geographic segments, double-digit growth in each of our product categories, and a new all-time high for our installed base of active devices,\" said Luca Maestri, Apple's CFO.\nGeographic Breakdown of Apple's Q3 Revenues: \n\nAmericas contributed $35.87 billion or 44% to total revenues, and the region witnessed 32.8% growth\nEurope fetched $18.94 billion, up 16.3%. The region contributed 23.3% to the topline.\nThe Greater China region continued to be the fastest growing geography. Apple raised $14.76 billion revenues from the region, thanks to 58.24% growth. The region accounted for 18.12% of the total revenues.\nJapan and the rest of the Asia-Pacific accounted for $6.46 billion and $5.40 billion, respectively of the total revenues.\n\nRelated Link: Why This Apple Stock Analyst Says It's Time To Buy\nLook Ahead: For the September quarter, analysts are modeling in EPS of $1.11 and revenues of $81.03 billion.\nThe full-year EPS and revenues are estimated at $5.18 and $354.61 billion, respectively.\nMunster is of the view Apple will remain a growth story for the foreseeable future. Over the next two-plus years, the company will benefit from digital transformation that is in play, growth 5G enthusiasm and growing anticipation of new business segments.\nThe three biggest untapped markets, the analyst said, are AR/MR, wellness, and the opportunity around autonomy with the Apple Car. Apple shares will approach $200 over the next couple of years, he added.\nAAPL Shares Muted Apple shares ended the first half of 2021 up merely 3.6% despite its stellar fundamental performance. The company underperformed most of its FAANG peers.\nThe shares picked up momentum at the start of July. After hitting an all-time intraday high of $150 on July 15, the stock has given back some gains.\nApple shares were seen retreating 1% to $145.18 in after-hours trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301455612,"gmtCreate":1603728872736,"gmtModify":1703830533138,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?","listText":"3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?","text":"3年内卖出270亿部iPhone,创造出1.7万亿美元的市场,吓谁呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/301455612","repostId":"2078570274","repostType":2,"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695277381,"gmtCreate":1641487143243,"gmtModify":1641487262731,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄","listText":"美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄","text":"美帝要是横下一条心,苹果将会垄断地球,哪有小米、华为、荣耀、三星之类的戏唱😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695277381","repostId":"695297069","repostType":1,"repost":{"id":695297069,"gmtCreate":1641464281842,"gmtModify":1641519560043,"author":{"id":"3548388348794551","authorId":"3548388348794551","name":"问就是加仓up","avatar":"https://static.tigerbbs.com/4e98ddf789d46c5627f944fc581c0fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548388348794551","idStr":"3548388348794551"},"themes":[],"title":"3w亿美金是苹果的巅峰吗","htmlText":"前两天苹果盘中一度突破了3w亿美金市值,虽然收盘有所回落,但是这个巨大的心里关位还是被突破了。下一个目标就是200美金,但是目前随着加息预期的蔓延,短期继续向上突破的可能性有点小,但是长期来看,目前没有什么能够阻挡苹果继续伟大,新的对手还没有成型。自从去年华为被限制以后,苹果在国内的高端机领域基本上没有对手了,或者说处于某种程度的longduan地位。没钱的人赚钱了想买苹果,有钱的根本不考虑其他品牌。最新的数据显示,苹果手机已经连续两个月位居国内市场份额第一,而且是销量领先,可以想一下,苹果手机的价格几乎可以一打二起步。手机不是苹果产品的全部,但是绝对是苹果最能打的产品之一,尤其现在没有像样的竞争对手,手机市场的大量份额,非常有利于未来苹果进行一系列的智能产品布局。比如很多人买了苹果手机,就开始慢慢的买苹果全家桶,先买个耳机,然后再买个平板,最后发现mac也真香,一套就这么慢慢凑齐了,再加上苹果手机相对还是比较耐用的,所以这个产品保有周期就会相对较长,虽然苹果手机真的也有很多不如意的地方,但是看看现在的安卓手机,也是不知道该说啥,甚至连小米内置反诈app都被推上了热搜,看不懂小米的一系列骚操作。关于苹果的产品,不能说是最优秀的,但是通过整个生态的搭建,可以提供独一无二的体验,而且由于ios超大规模的生态,更多的软件厂商愿意对苹果进行更多的优化,苹果拥有非常强的话语权,说白了,这不是longduan这是啥,最关键小厂商完全没有话语权,所以买这样的股票,除了涨的慢点,但是赚钱还是大概率的。而且,苹果通过优秀的产品构建,目前已经更像是一只消费股,看他的估值,哪里像科技股,再加上稳健的市场增长份额以及强势的产业链话语权,这个股票确实获得了大部分资金的青睐,甚至巴菲特依然是重仓持有。目前持有苹果是大概率可以跑赢通胀的。即使今年持续加息,但是苹果手机的销量已经相关产品的销售大概是不会受","listText":"前两天苹果盘中一度突破了3w亿美金市值,虽然收盘有所回落,但是这个巨大的心里关位还是被突破了。下一个目标就是200美金,但是目前随着加息预期的蔓延,短期继续向上突破的可能性有点小,但是长期来看,目前没有什么能够阻挡苹果继续伟大,新的对手还没有成型。自从去年华为被限制以后,苹果在国内的高端机领域基本上没有对手了,或者说处于某种程度的longduan地位。没钱的人赚钱了想买苹果,有钱的根本不考虑其他品牌。最新的数据显示,苹果手机已经连续两个月位居国内市场份额第一,而且是销量领先,可以想一下,苹果手机的价格几乎可以一打二起步。手机不是苹果产品的全部,但是绝对是苹果最能打的产品之一,尤其现在没有像样的竞争对手,手机市场的大量份额,非常有利于未来苹果进行一系列的智能产品布局。比如很多人买了苹果手机,就开始慢慢的买苹果全家桶,先买个耳机,然后再买个平板,最后发现mac也真香,一套就这么慢慢凑齐了,再加上苹果手机相对还是比较耐用的,所以这个产品保有周期就会相对较长,虽然苹果手机真的也有很多不如意的地方,但是看看现在的安卓手机,也是不知道该说啥,甚至连小米内置反诈app都被推上了热搜,看不懂小米的一系列骚操作。关于苹果的产品,不能说是最优秀的,但是通过整个生态的搭建,可以提供独一无二的体验,而且由于ios超大规模的生态,更多的软件厂商愿意对苹果进行更多的优化,苹果拥有非常强的话语权,说白了,这不是longduan这是啥,最关键小厂商完全没有话语权,所以买这样的股票,除了涨的慢点,但是赚钱还是大概率的。而且,苹果通过优秀的产品构建,目前已经更像是一只消费股,看他的估值,哪里像科技股,再加上稳健的市场增长份额以及强势的产业链话语权,这个股票确实获得了大部分资金的青睐,甚至巴菲特依然是重仓持有。目前持有苹果是大概率可以跑赢通胀的。即使今年持续加息,但是苹果手机的销量已经相关产品的销售大概是不会受","text":"前两天苹果盘中一度突破了3w亿美金市值,虽然收盘有所回落,但是这个巨大的心里关位还是被突破了。下一个目标就是200美金,但是目前随着加息预期的蔓延,短期继续向上突破的可能性有点小,但是长期来看,目前没有什么能够阻挡苹果继续伟大,新的对手还没有成型。自从去年华为被限制以后,苹果在国内的高端机领域基本上没有对手了,或者说处于某种程度的longduan地位。没钱的人赚钱了想买苹果,有钱的根本不考虑其他品牌。最新的数据显示,苹果手机已经连续两个月位居国内市场份额第一,而且是销量领先,可以想一下,苹果手机的价格几乎可以一打二起步。手机不是苹果产品的全部,但是绝对是苹果最能打的产品之一,尤其现在没有像样的竞争对手,手机市场的大量份额,非常有利于未来苹果进行一系列的智能产品布局。比如很多人买了苹果手机,就开始慢慢的买苹果全家桶,先买个耳机,然后再买个平板,最后发现mac也真香,一套就这么慢慢凑齐了,再加上苹果手机相对还是比较耐用的,所以这个产品保有周期就会相对较长,虽然苹果手机真的也有很多不如意的地方,但是看看现在的安卓手机,也是不知道该说啥,甚至连小米内置反诈app都被推上了热搜,看不懂小米的一系列骚操作。关于苹果的产品,不能说是最优秀的,但是通过整个生态的搭建,可以提供独一无二的体验,而且由于ios超大规模的生态,更多的软件厂商愿意对苹果进行更多的优化,苹果拥有非常强的话语权,说白了,这不是longduan这是啥,最关键小厂商完全没有话语权,所以买这样的股票,除了涨的慢点,但是赚钱还是大概率的。而且,苹果通过优秀的产品构建,目前已经更像是一只消费股,看他的估值,哪里像科技股,再加上稳健的市场增长份额以及强势的产业链话语权,这个股票确实获得了大部分资金的青睐,甚至巴菲特依然是重仓持有。目前持有苹果是大概率可以跑赢通胀的。即使今年持续加息,但是苹果手机的销量已经相关产品的销售大概是不会受","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695297069","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603151573,"gmtCreate":1638377588171,"gmtModify":1638377588171,"author":{"id":"352873736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00:06","market":"us","language":"zh","title":"苹果涨近3% 股价刷新历史高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2188956917","media":"东方财富研究中心","summary":"苹果涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> <a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。</p><p>(文章来源:<a href=\"https://laohu8.com/S/300059\">东方财富</a>研究中心)</p>\n</div></body></html>","source":"stock_eastmoney","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>苹果涨近3% 股价刷新历史高位</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果涨近3% 股价刷新历史高位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 00:06 北京时间 <a href=http://global.eastmoney.com/a/202112022199958523.html><strong>东方财富研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。(文章来源:东方财富研究中心)</p>\n\n<a href=\"http://global.eastmoney.com/a/202112022199958523.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4554":"元宇宙及AR概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4550":"红杉资本持仓","AAPL":"苹果"},"source_url":"http://global.eastmoney.com/a/202112022199958523.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188956917","content_text":"苹果涨近3%,股价逼近170美元,刷新历史高位,三个交易日累计涨超8%,当前市值接近2.8万亿美元。(文章来源:东方财富研究中心)","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843035456,"gmtCreate":1635781616138,"gmtModify":1635781616138,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄","listText":"截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄","text":"截止2021.10.29日,俺的净资产也增加了9.3美元,合认命币大概60块,马斯克净增93亿美元,虽然不可同日而语,但也会想不呕气😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843035456","repostId":"1127919305","repostType":2,"isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881819867,"gmtCreate":1631322735059,"gmtModify":1631322735059,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的","listText":"何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的","text":"何止15万亿美元?人工智能取代地球人,地球人殖民火星,开辟新的宇宙生存空间,马斯克也是这么想的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881819867","repostId":"1170700790","repostType":2,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834849566,"gmtCreate":1629792819655,"gmtModify":1629792819655,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"年入4000亿美元,越是高端,越有人追,越追越高端","listText":"年入4000亿美元,越是高端,越有人追,越追越高端","text":"年入4000亿美元,越是高端,越有人追,越追越高端","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834849566","repostId":"1104413070","repostType":2,"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116684540,"gmtCreate":1622796456080,"gmtModify":1622796456080,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货","listText":"咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货","text":"咱鸿蒙操作系统都可以闪亮登场,iOS操作系统应该不至于成为底货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116684540","repostId":"1122373606","repostType":2,"repost":{"id":"1122373606","kind":"news","pubTimestamp":1622793373,"share":"https://www.laohu8.com/m/news/1122373606?lang=zh_CN&edition=full","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li> <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li> <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>苹果在过去十年中是一项伟大的投资,但下一个十年可能会大不相同。</li><li>苹果的增长在过去十年中有所放缓,未来几年也可能不会成为增长怪物。</li><li>股价具有充足的长期上涨空间,但投资者在做出决定之前应考虑当前的估值。</li></ul><p class=\"t-img-caption\"><span>摄影:Paopano/iStock社论,来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p><p><blockquote>苹果(AAPL)是过去十年中最好的投资之一。然而,在接下来的十年里,它的增长可能会有所不同。然而,由于大规模的股东回报计划和向服务业的转变,苹果的股价在十年后仍可能大幅上涨——尽管目前的估值相当高。</blockquote></p><p> <b>Apple Stock Price</b></p><p><blockquote><b>苹果股价</b></blockquote></p><p> Over the last decade, Apple Inc. has been a great investment:</p><p><blockquote>在过去十年中,苹果公司一直是一项伟大的投资:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p><p><blockquote>在这十年中,扣除股息前,股票回报率为900%,复合年回报率约为26%,轻松击败了同期大盘的回报率。重要的是,该公司股价的涨幅远远超过了该公司的市值,而该公司的市值在过去十年中仅增长了550%。这种差异可以用该公司的大规模股票回购计划来解释,该计划在过去十年中大幅减少了股票数量。当然,过去十年对苹果来说是商业上非常成功的时期,因为该公司受益于智能手机的兴起,同时也在手表和平板电脑等新产品上取得了成功,苹果或多或少地将其作为一个新产品类别推出。目前,股价为125美元,过去12个月上涨57%,但2021年迄今下跌6%。继2020年强劲上涨之后,股价目前似乎处于盘整格局,这并不令人意外,因为苹果的估值最近已经扩大了很多,而且该公司的业务增长似乎必须赶上最近的股价上涨。目前的一致目标价为156美元,这意味着25%的上涨潜力。由于目前没有迹象表明股价会离开当前的交易区间,我个人认为苹果短期内不会突破150美元。</blockquote></p><p> <b>Where Will Apple Stock Be In 10 Years</b></p><p><blockquote><b>10年后苹果股票会在哪里</b></blockquote></p><p> Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p><p><blockquote>当然,苹果2031年的股价是无法准确预测的。正如历史一次又一次地表明的那样,甚至不可能在更短的时间内准确预测股价。然而,可以设计情景来了解在某些条件下未来股价的走势,从而了解对未来的合理预期。</blockquote></p><p> To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p><p><blockquote>为了构建这样的场景,我们必须考虑苹果的业务增长、苹果的股东回报计划以及股票未来可能交易的估值倍数。</blockquote></p><p> <b>Apple's business growth</b></p><p><blockquote><b>苹果的业务增长</b></blockquote></p><p> Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p><p><blockquote>苹果公司过去曾经历过多年的强劲增长和多年的疲软增长。这主要可以用新产品推出等因素来解释,例如。手表或iPad,以及各自当前iPhone型号的强度,这些型号的需求因年份而异。其他因素,如经济增长或贸易问题,也发挥了作用。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p><p><blockquote>总体而言,过去十年收入增长了154%,但正如我们在上图中看到的,收入增长相对不均衡。2010年代初,苹果凭借iPhone的“胜利之路”实现了巨大增长,而在接下来的几年里,收入增长速度放缓。甚至有一些年份的收入同比下降,例如2016年。过去十年的平均年收入增长率为10%,但当我们考虑到2011年和2012年的强劲增长推动了这一增长率时,假设苹果将增长10%可能不太合理。未来一年也是如此。投资者还应该考虑到,公司规模越大,保持高增长率就变得越困难。然而,这并不意味着苹果的收入增长将放缓至零。</blockquote></p><p></p><p> On the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p><p><blockquote>在其产品价格上涨以及中国等高增长国家市场份额增长的潜力(越来越多的人将能够购买苹果价格较高的产品)的背景下,似乎有理由假设苹果将至少从其核心业务中产生一些增长。再加上服务领域的增长——人们越来越多地使用手机,这应该会导致更高的应用支出——并考虑新产品发布的潜力(尽管我认为没有一款产品会像iPhone那样庞大),苹果应该能够以稳健的速度发展其业务。我个人认为5%-7%的收入增长率可能是未来几年的现实估计,尽管一些读者当然会有不同的意见。</blockquote></p><p> <b>Apple's shareholder returns</b></p><p><blockquote><b>苹果的股东回报</b></blockquote></p><p> Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p><p><blockquote>如上所示,苹果过去曾大幅减少其股票数量,我相信,有理由假设未来也会发生同样的情况。过去十年,苹果回购了36%的股份。如果未来十年发生同样的情况,每股剩余股票在公司价值中的份额将上涨56%,即年化4.6%。不过,由于苹果目前的估值明显高于其历史估值,回购在未来的影响可能会较小。例如,苹果去年的股票数量仅减少了2.6%。</blockquote></p><p> This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p><p><blockquote>这就是为什么我相信未来十年股票数量不会再下降36%。当我们将其向下调整至25%时,当我们考虑每股指标时,这将为苹果的增长带来约3%的年度推动力,而每股指标是苹果股价增长的决定性因素。结合我5%-7%的业务增长预测,我因此假设苹果的每股长期增长将达到8%-10%。</blockquote></p><p> <b>Apple's future valuation</b></p><p><blockquote><b>苹果的未来估值</b></blockquote></p><p> AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p><p><blockquote>苹果公司过去的估值范围很广,其股票在某些时候的市盈率非常低,而投资者在其他时候愿意支付更高的价格:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p><p><blockquote>五年前,可以以非常低的10倍净利润购买股票,这自然是进入或扩大头寸的好时机。然而,2020年底,该公司的股价高达该公司净利润的40倍,这似乎是一个相当高的估值。目前,AAPL的往绩市盈率为28倍,远期利润约为24倍。在上图中,我们还看到了过去3年、5年、7年和10年的市盈率中位数。很明显,苹果的估值多年来一直在扩大,这就是为什么在较短的“回顾”期内中值较高。我不认为AAPL的市盈率会达到过去十年平均市盈率的15.5倍,因为对于像苹果这样拥有强大品牌、庞大规模的优质公司来说,这似乎是一个相当低的估值。、巨大的利润和堡垒般的资产负债表。另一方面,我也不相信苹果的市盈率会永远保持在24-28倍——对于一家业务增长稳健但不引人注目的中个位数的公司来说,这似乎相当昂贵。当我们考虑到十年后利率可能会更高时,尤其如此,在其他条件相同的情况下,这应该会给所有股票的估值带来压力。因此,我认为2031年净利润20倍左右的估值可能是合理的估计,这或多或少与3年市盈率中位数一致。</blockquote></p><p> <b>Is AAPL A Buy Or Sell Now</b></p><p><blockquote><b>AAPL现在是买入还是卖出</b></blockquote></p><p> Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p><p><blockquote>从2021年每股收益估计为5.15美元开始计算,并假设到2031年每年增长7%-10%,我们的每股收益范围为10.10美元至13.40美元。将市盈率定为20倍,目标价约为每股200-270美元。因此,在235美元左右的中点,股价将较当前水平上涨约90%,年化涨幅约为6.5%。这肯定是一个不错的回报,当我们加上股息时,我们将获得大约7%的年化回报率。另一方面,我相信这也不是一个惊人的回报。</blockquote></p><p></p><p> AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p><p><blockquote>我相信,苹果公司在未来十年具有巨大的上涨潜力,但这并不令人意外——许多公司将在这么长的时间内实现显着增长。我个人对7%的预期长期回报率不太兴奋。当我们考虑到,如果苹果的估值下降,例如由于利率上升,股价在未来1-3年内确实存在相当大的下行风险,目前保持观望可能是更好的选择。长期投资者在当前水平购买股票时可能不会表现不佳,但也可能不会表现出色。目前,我对苹果的评级为持有,如果其估值接近长期平均水平,则可能买入。那些对新产品发布更乐观的人可能不同意并倾向于在这里购买,但事实证明,等待更好的机会是这里的最佳选择。</blockquote></p><p> Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</p><p><blockquote>总而言之,我想说,该股在未来十年确实有巨大的上涨潜力,但上涨潜力还不足以让我以当前较高的估值购买股票。</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>Where Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-04 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li> <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li> <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>苹果在过去十年中是一项伟大的投资,但下一个十年可能会大不相同。</li><li>苹果的增长在过去十年中有所放缓,未来几年也可能不会成为增长怪物。</li><li>股价具有充足的长期上涨空间,但投资者在做出决定之前应考虑当前的估值。</li></ul><p class=\"t-img-caption\"><span>摄影:Paopano/iStock社论,来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p><p><blockquote>苹果(AAPL)是过去十年中最好的投资之一。然而,在接下来的十年里,它的增长可能会有所不同。然而,由于大规模的股东回报计划和向服务业的转变,苹果的股价在十年后仍可能大幅上涨——尽管目前的估值相当高。</blockquote></p><p> <b>Apple Stock Price</b></p><p><blockquote><b>苹果股价</b></blockquote></p><p> Over the last decade, Apple Inc. has been a great investment:</p><p><blockquote>在过去十年中,苹果公司一直是一项伟大的投资:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p><p><blockquote>在这十年中,扣除股息前,股票回报率为900%,复合年回报率约为26%,轻松击败了同期大盘的回报率。重要的是,该公司股价的涨幅远远超过了该公司的市值,而该公司的市值在过去十年中仅增长了550%。这种差异可以用该公司的大规模股票回购计划来解释,该计划在过去十年中大幅减少了股票数量。当然,过去十年对苹果来说是商业上非常成功的时期,因为该公司受益于智能手机的兴起,同时也在手表和平板电脑等新产品上取得了成功,苹果或多或少地将其作为一个新产品类别推出。目前,股价为125美元,过去12个月上涨57%,但2021年迄今下跌6%。继2020年强劲上涨之后,股价目前似乎处于盘整格局,这并不令人意外,因为苹果的估值最近已经扩大了很多,而且该公司的业务增长似乎必须赶上最近的股价上涨。目前的一致目标价为156美元,这意味着25%的上涨潜力。由于目前没有迹象表明股价会离开当前的交易区间,我个人认为苹果短期内不会突破150美元。</blockquote></p><p> <b>Where Will Apple Stock Be In 10 Years</b></p><p><blockquote><b>10年后苹果股票会在哪里</b></blockquote></p><p> Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p><p><blockquote>当然,苹果2031年的股价是无法准确预测的。正如历史一次又一次地表明的那样,甚至不可能在更短的时间内准确预测股价。然而,可以设计情景来了解在某些条件下未来股价的走势,从而了解对未来的合理预期。</blockquote></p><p> To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p><p><blockquote>为了构建这样的场景,我们必须考虑苹果的业务增长、苹果的股东回报计划以及股票未来可能交易的估值倍数。</blockquote></p><p> <b>Apple's business growth</b></p><p><blockquote><b>苹果的业务增长</b></blockquote></p><p> Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p><p><blockquote>苹果公司过去曾经历过多年的强劲增长和多年的疲软增长。这主要可以用新产品推出等因素来解释,例如。手表或iPad,以及各自当前iPhone型号的强度,这些型号的需求因年份而异。其他因素,如经济增长或贸易问题,也发挥了作用。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p><p><blockquote>总体而言,过去十年收入增长了154%,但正如我们在上图中看到的,收入增长相对不均衡。2010年代初,苹果凭借iPhone的“胜利之路”实现了巨大增长,而在接下来的几年里,收入增长速度放缓。甚至有一些年份的收入同比下降,例如2016年。过去十年的平均年收入增长率为10%,但当我们考虑到2011年和2012年的强劲增长推动了这一增长率时,假设苹果将增长10%可能不太合理。未来一年也是如此。投资者还应该考虑到,公司规模越大,保持高增长率就变得越困难。然而,这并不意味着苹果的收入增长将放缓至零。</blockquote></p><p></p><p> On the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p><p><blockquote>在其产品价格上涨以及中国等高增长国家市场份额增长的潜力(越来越多的人将能够购买苹果价格较高的产品)的背景下,似乎有理由假设苹果将至少从其核心业务中产生一些增长。再加上服务领域的增长——人们越来越多地使用手机,这应该会导致更高的应用支出——并考虑新产品发布的潜力(尽管我认为没有一款产品会像iPhone那样庞大),苹果应该能够以稳健的速度发展其业务。我个人认为5%-7%的收入增长率可能是未来几年的现实估计,尽管一些读者当然会有不同的意见。</blockquote></p><p> <b>Apple's shareholder returns</b></p><p><blockquote><b>苹果的股东回报</b></blockquote></p><p> Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p><p><blockquote>如上所示,苹果过去曾大幅减少其股票数量,我相信,有理由假设未来也会发生同样的情况。过去十年,苹果回购了36%的股份。如果未来十年发生同样的情况,每股剩余股票在公司价值中的份额将上涨56%,即年化4.6%。不过,由于苹果目前的估值明显高于其历史估值,回购在未来的影响可能会较小。例如,苹果去年的股票数量仅减少了2.6%。</blockquote></p><p> This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p><p><blockquote>这就是为什么我相信未来十年股票数量不会再下降36%。当我们将其向下调整至25%时,当我们考虑每股指标时,这将为苹果的增长带来约3%的年度推动力,而每股指标是苹果股价增长的决定性因素。结合我5%-7%的业务增长预测,我因此假设苹果的每股长期增长将达到8%-10%。</blockquote></p><p> <b>Apple's future valuation</b></p><p><blockquote><b>苹果的未来估值</b></blockquote></p><p> AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p><p><blockquote>苹果公司过去的估值范围很广,其股票在某些时候的市盈率非常低,而投资者在其他时候愿意支付更高的价格:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p><p><blockquote>五年前,可以以非常低的10倍净利润购买股票,这自然是进入或扩大头寸的好时机。然而,2020年底,该公司的股价高达该公司净利润的40倍,这似乎是一个相当高的估值。目前,AAPL的往绩市盈率为28倍,远期利润约为24倍。在上图中,我们还看到了过去3年、5年、7年和10年的市盈率中位数。很明显,苹果的估值多年来一直在扩大,这就是为什么在较短的“回顾”期内中值较高。我不认为AAPL的市盈率会达到过去十年平均市盈率的15.5倍,因为对于像苹果这样拥有强大品牌、庞大规模的优质公司来说,这似乎是一个相当低的估值。、巨大的利润和堡垒般的资产负债表。另一方面,我也不相信苹果的市盈率会永远保持在24-28倍——对于一家业务增长稳健但不引人注目的中个位数的公司来说,这似乎相当昂贵。当我们考虑到十年后利率可能会更高时,尤其如此,在其他条件相同的情况下,这应该会给所有股票的估值带来压力。因此,我认为2031年净利润20倍左右的估值可能是合理的估计,这或多或少与3年市盈率中位数一致。</blockquote></p><p> <b>Is AAPL A Buy Or Sell Now</b></p><p><blockquote><b>AAPL现在是买入还是卖出</b></blockquote></p><p> Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p><p><blockquote>从2021年每股收益估计为5.15美元开始计算,并假设到2031年每年增长7%-10%,我们的每股收益范围为10.10美元至13.40美元。将市盈率定为20倍,目标价约为每股200-270美元。因此,在235美元左右的中点,股价将较当前水平上涨约90%,年化涨幅约为6.5%。这肯定是一个不错的回报,当我们加上股息时,我们将获得大约7%的年化回报率。另一方面,我相信这也不是一个惊人的回报。</blockquote></p><p></p><p> AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p><p><blockquote>我相信,苹果公司在未来十年具有巨大的上涨潜力,但这并不令人意外——许多公司将在这么长的时间内实现显着增长。我个人对7%的预期长期回报率不太兴奋。当我们考虑到,如果苹果的估值下降,例如由于利率上升,股价在未来1-3年内确实存在相当大的下行风险,目前保持观望可能是更好的选择。长期投资者在当前水平购买股票时可能不会表现不佳,但也可能不会表现出色。目前,我对苹果的评级为持有,如果其估值接近长期平均水平,则可能买入。那些对新产品发布更乐观的人可能不同意并倾向于在这里购买,但事实证明,等待更好的机会是这里的最佳选择。</blockquote></p><p> Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</p><p><blockquote>总而言之,我想说,该股在未来十年确实有巨大的上涨潜力,但上涨潜力还不足以让我以当前较高的估值购买股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">seekingalpha</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://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487523773739304,"gmtCreate":1760053220043,"gmtModify":1760053222364,"author":{"id":"3528737361716173","authorId":"3528737361716173","name":"走在雨中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528737361716173","idStr":"3528737361716173"},"themes":[],"htmlText":"这种说法符合美国国情 [强]","listText":"这种说法符合美国国情 [强]","text":"这种说法符合美国国情 [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487523773739304","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}