yeo的个人主页 - 老虎社区

yeo

yeo

暂无个人介绍

IP属地：未知

37关注

1粉丝

0主题

0勋章

2021-12-23

👍

5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>

2021-12-23

Up up

抱歉，原内容已删除

2021-12-22

Let's go

抱歉，原内容已删除

2021-12-21

Hmm🤔

抱歉，原内容已删除

2021-12-21

👍👍

抱歉，原内容已删除

2021-12-19

Need a boost. Let's go

2021-12-01

Back to roller coaster ride. Up down up down, down down down up down

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3558440698099291","uuid":"3558440698099291","gmtCreate":1595346675885,"gmtModify":1638324103622,"name":"yeo","pinyin":"yeo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":37,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.82%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":691577655,"gmtCreate":1640225381457,"gmtModify":1640225582387,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691577655","repostId":"1152254856","repostType":4,"repost":{"id":"1152254856","kind":"news","pubTimestamp":1640223332,"share":"https://www.laohunote.com/m/news/1152254856?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:35","market":"us","language":"en","title":"5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152254856","media":"Barrons","summary":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market ","content":"<p>Over the last two years,Apple&nbsp;stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里，苹果公司的股价非凡地上涨了 141%，公司的市值接近 3 万亿美元，因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票（股票代码：AAPL）的买入评级。他将目标价从 170 美元上调至 200 美元，这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%，至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先，他预计收入将持续增长，特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平，投资者对消费硬件的情绪变得 “非常低迷”，但苏瓦并不认同这种观点。他估计，iPhone的安装基数已经达到10亿部以上，更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道：”这意味着用户重视他们的设备和技术，并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊，并且其中一些升级是翻新设备，我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长，尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为，明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机，人们普遍预计该耳机将于 2022 年下半年上市。他写道，花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外，这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道，他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制，但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道：”许多用户更喜欢便利性和安全性，而不是少量的经济节省。“对于开发商来说，通过店外计费来追求更高的利润率很可能会以降低转化率为代价，进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说，苹果的股票也将继续受益于该公司通过分红，尤其是股票回购向股东返还现金的积极姿态。他表示，由于苹果每年产生超过 1000 亿美元的自由现金流，该公司每年可能会向股东返还至少 1000 亿美元。他指出，过去四年中，该公司每年都会在 5 月份宣布新的回购计划，他预计未来还会获得 900 亿美元的授权，并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是，苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道：”苹果进入汽车市场不是一个'是否'的问题，而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴，通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%，Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道，在一个更温和的情况下，苹果将专注于汽车的 IT 生态系统，例如 CarPlay，销售额将增长 2%，Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>","source":"lsy1601382232898","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>5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</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\">\n5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Over the last two years,Apple&nbsp;stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里，苹果公司的股价非凡地上涨了 141%，公司的市值接近 3 万亿美元，因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票（股票代码：AAPL）的买入评级。他将目标价从 170 美元上调至 200 美元，这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%，至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先，他预计收入将持续增长，特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平，投资者对消费硬件的情绪变得 “非常低迷”，但苏瓦并不认同这种观点。他估计，iPhone的安装基数已经达到10亿部以上，更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道：”这意味着用户重视他们的设备和技术，并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊，并且其中一些升级是翻新设备，我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长，尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为，明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机，人们普遍预计该耳机将于 2022 年下半年上市。他写道，花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外，这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道，他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制，但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道：”许多用户更喜欢便利性和安全性，而不是少量的经济节省。“对于开发商来说，通过店外计费来追求更高的利润率很可能会以降低转化率为代价，进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说，苹果的股票也将继续受益于该公司通过分红，尤其是股票回购向股东返还现金的积极姿态。他表示，由于苹果每年产生超过 1000 亿美元的自由现金流，该公司每年可能会向股东返还至少 1000 亿美元。他指出，过去四年中，该公司每年都会在 5 月份宣布新的回购计划，他预计未来还会获得 900 亿美元的授权，并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是，苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道：”苹果进入汽车市场不是一个'是否'的问题，而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴，通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%，Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道，在一个更温和的情况下，苹果将专注于汽车的 IT 生态系统，例如 CarPlay，销售额将增长 2%，Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152254856","content_text":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.\nThere are reasons to expect higher highs—and many new gadgets—ahead.\nCiti analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.\nSuva offers a list of five reasons Apple can climb even higher in 2022.\nFor starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.\n“This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”\nSuva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.\nHe’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.\nAnother reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.\n“Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”\nApple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.\nNot least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.\n“Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691241078,"gmtCreate":1640215589693,"gmtModify":1640215589693,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Up up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691241078","repostId":"1116093171","repostType":4,"isVote":1,"tweetType":1,"viewCount":3612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691944478,"gmtCreate":1640131238494,"gmtModify":1640131238554,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691944478","repostId":"2193169219","repostType":4,"isVote":1,"tweetType":1,"viewCount":3697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693241717,"gmtCreate":1640044653654,"gmtModify":1640044653724,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Hmm🤔","listText":"Hmm🤔","text":"Hmm🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693241717","repostId":"1190064932","repostType":4,"isVote":1,"tweetType":1,"viewCount":3049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693241900,"gmtCreate":1640044579338,"gmtModify":1640044579406,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693241900","repostId":"2193136468","repostType":4,"isVote":1,"tweetType":1,"viewCount":4128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699524911,"gmtCreate":1639844992058,"gmtModify":1639844992150,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Need a boost. Let's go","listText":"Need a boost. Let's go","text":"Need a boost. Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699524911","isVote":1,"tweetType":1,"viewCount":3807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609447426,"gmtCreate":1638321275114,"gmtModify":1638321275114,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558440698099291","idStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Back to roller coaster ride. Up down up down, down down down up down","listText":"Back to roller coaster ride. Up down up down, down down down up down","text":"Back to roller coaster ride. Up down up down, down down down up down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609447426","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":609447426,"gmtCreate":1638321275114,"gmtModify":1638321275114,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Back to roller coaster ride. Up down up down, down down down up down","listText":"Back to roller coaster ride. Up down up down, down down down up down","text":"Back to roller coaster ride. Up down up down, down down down up down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609447426","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691944478,"gmtCreate":1640131238494,"gmtModify":1640131238554,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691944478","repostId":"2193169219","repostType":4,"repost":{"id":"2193169219","kind":"news","pubTimestamp":1640130516,"share":"https://www.laohunote.com/m/news/2193169219?lang=zh_CN&edition=full","pubTime":"2021-12-22 07:48","market":"us","language":"en","title":"Nikola 2022: A Smoother Ride Ahead After SEC Settlement?<blockquote>尼古拉2022：美国证券交易委员会和解后前进更加顺利？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193169219","media":"GuruFocus","summary":"The BEV and fuel-cell vehicle developer has gotten past a major regulatory and legal overhang","content":"<p><div> Summary  Nikola has been badly battered over the past year thanks to federal charges leveled against its founder, Trevor Milton. On Dec. 21, the SEC announced that it had reached a settlement with ...</p><p><blockquote><div>由于联邦对其创始人特雷弗·米尔顿提出指控，尼古拉在过去的一年里遭受了严重打击。12月21日，美国证券交易委员会宣布已与……</div></blockquote></p><p>  <a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">网页连接</a></blockquote></p><p></p>","source":"lsy1605318755435","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>Nikola 2022: A Smoother Ride Ahead After SEC Settlement?<blockquote>尼古拉2022：美国证券交易委员会和解后前进更加顺利？</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\">\nNikola 2022: A Smoother Ride Ahead After SEC Settlement?<blockquote>尼古拉2022：美国证券交易委员会和解后前进更加顺利？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">GuruFocus</strong><span class=\"h-time small\">2021-12-22 07:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Summary  Nikola has been badly battered over the past year thanks to federal charges leveled against its founder, Trevor Milton. On Dec. 21, the SEC announced that it had reached a settlement with ...</p><p><blockquote><div>由于联邦对其创始人特雷弗·米尔顿提出指控，尼古拉在过去的一年里遭受了严重打击。12月21日，美国证券交易委员会宣布已与……</div></blockquote></p><p>  <a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?\">GuruFocus</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":{"BK4149":"建筑机械与重型卡车","BK4561":"索罗斯持仓","GM":"通用汽车","BK4562":"SPAC上市公司","BK4555":"新能源车","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4551":"寇图资本持仓","BK4099":"汽车制造商"},"source_url":"https://www.gurufocus.com/news/1601659/Nikola-2022:-A-Smoother-Ride-Ahead-After-SEC-Settlement?","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193169219","content_text":"Summary\n\nNikola has been badly battered over the past year thanks to federal charges leveled against its founder, Trevor Milton.\nOn Dec. 21, the SEC announced that it had reached a settlement with Nikola to the tune of $125 million.\nNikola is also gearing up to deliver the first test models of the Tre BEV, an electric semi truck and its first commercial product.\nWith its legal and regulatory issues largely resolved, Nikola looks a lot better heading into 2022.\n\n\nNikola Corp. (NASDAQ:NKLA) has spent much of 2021 trying to pull itself out of the legal tarpit left in the wake of founder and erstwhile CEO Trevor Miltons unceremonious resignation the year before. Milton left the automaker under a cloud of federal fraud allegations.\nAs I have covered previously, these allegations proved enough not only to deflate investor confidence in the young automaker, but also to kill a promising partnership with General Motors Co. (NYSE:GM). Consequently, Nikola has been forced to dedicate significant time and resources to addressing federal allegations and investigations, even as it has striven to bring its hydrogen fuel-cell and battery-electric vehicle (BEV) products to commercial readiness.\nWith the year drawing to a close, it appears that Nikola may have succeeded in sloughing off the dead weight of the past.\nLegal overhang removed\nThe Securities and Exchange Commission opened an investigation of Milton and Nikola after it was revealed that a major publicity event, during which Nikolas forthcoming electric semi truck was shown to drive ostensibly under its own power, had been completely staged. As it turned out, the truck was far from the functional production model that Milton claimed it to be. Indeed, it was not even able to run on its own power, instead having to be pushed down a hill in order to create the illusion of driving functionality. Federal prosecutors charged Milton with fraud in July.\nNikolas post-Milton management team has worked hard to distance themselves and the company from the embattled founder. It seems these efforts have paid off. On Dec. 21, the SEC announced that it had reached a settlement with Nikola to the tune of $125 million:\n\n The order finds that Milton misled investors about Nikolas technological advancements, in-house production capabilities, hydrogen production, truck reservations and orders, and financial outlook. The order also finds that Nikola further misled investors by misrepresenting or omitting material facts about the refueling time of its prototype vehicles, the status of its headquarters hydrogen station, the anticipated cost and sources of electricity for its planned hydrogen production, and the economic risks and benefits associated with its contemplated partnership with a leading auto manufacturer\n\n\n The Commissions order finds that Nikola violated the antifraud and disclosure control provisions of the federal securities laws. Without admitting or denying the Commissions findings, Nikola agreed to cease and desist from future violations of the charged provisions, to certain voluntary undertakings, and to pay a $125 million penalty. Nikola also agreed to continue cooperating with the Commissions ongoing litigation and investigation. The order also establishes a Fair Fund to return the penalty proceeds to victim investors.\n\nThis was a big win for Nikola since, as automotive industry analyst John Rosevear pointed out on Dec. 21, all known federal investigations into the company have now been resolved.\nReady to deliver\nIn addition to its 11th-hour regulatory reprieve, Nikola has also managed to rack up an end-of-year operational victory. Specifically, the company is at last ready to begin delivering test models of its electric semi truck, the Tre BEV. As Car & Drivers Caleb Miller reported on Dec. 20, the first two test vehicles are rolling out:\n\n The two Tre BEV trucks went to Total Transportation Services Inc. (TTSI), a trucking company operating at the Los Angeles and Long Beach portsTTSI has a letter of intent from Nikola for 100 trucks following a trial program of two Tre BEVs and two Tre FCEVs. Nikola hasn't said when TTSI will receive its Tre FCEV pilot trucks, but after the program ends, Nikola aims to deliver 30 Tre BEVs to the company in 2022 and 70 Tre FCEVs in 2023.\n\nThe electric semi-hauler will put Nikolas engineering capabilities to the test in a real-world setting for the first time. With a claimed range of 350 miles and top speed of 75 miles per hour, the Tre BEV boasts impressive specs. Given the scale of its planned financial commitment, TTSI is likely to test the accuracy of Nikolas claims quite rigorously.\nWhile the Tre BEV is evidently ready to face the crucible of customer testing, the hydrogen fuel-cell version at the heart of Miltons current legal woes is not yet ready for primetime. When it is, it could prove transformational, not just for Nikola, but for the whole automotive industry, at least according to the more enthusiastic analysts following the companys progress.\nThe road ahead\nWith its legal and regulatory overhang apparently lifted, Nikola may see its battered share price begin to recover in the coming year. Down 44% in the last 12 months, Nikola could certainly use a reprieve. With a market capitalization of $4 billion, Nikola is a whole lot cheaper than many of the high-flying BEV stocks that have captured the markets imagination.\nThe upcoming year could prove to be a pivotal year for Nikola, in my assessment. I will certainly be watching its progress toward commercialization of its first vehicle models with great interest.","news_type":1,"symbols_score_info":{"GM":0.6,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691241078,"gmtCreate":1640215589693,"gmtModify":1640215589693,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Up up","listText":"Up up","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691241078","repostId":"1116093171","repostType":4,"isVote":1,"tweetType":1,"viewCount":3612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691577655,"gmtCreate":1640225381457,"gmtModify":1640225582387,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691577655","repostId":"1152254856","repostType":4,"repost":{"id":"1152254856","kind":"news","pubTimestamp":1640223332,"share":"https://www.laohunote.com/m/news/1152254856?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:35","market":"us","language":"en","title":"5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152254856","media":"Barrons","summary":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market ","content":"<p>Over the last two years,Apple&nbsp;stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里，苹果公司的股价非凡地上涨了 141%，公司的市值接近 3 万亿美元，因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票（股票代码：AAPL）的买入评级。他将目标价从 170 美元上调至 200 美元，这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%，至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先，他预计收入将持续增长，特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平，投资者对消费硬件的情绪变得 “非常低迷”，但苏瓦并不认同这种观点。他估计，iPhone的安装基数已经达到10亿部以上，更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道：”这意味着用户重视他们的设备和技术，并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊，并且其中一些升级是翻新设备，我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长，尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为，明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机，人们普遍预计该耳机将于 2022 年下半年上市。他写道，花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外，这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道，他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制，但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道：”许多用户更喜欢便利性和安全性，而不是少量的经济节省。“对于开发商来说，通过店外计费来追求更高的利润率很可能会以降低转化率为代价，进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说，苹果的股票也将继续受益于该公司通过分红，尤其是股票回购向股东返还现金的积极姿态。他表示，由于苹果每年产生超过 1000 亿美元的自由现金流，该公司每年可能会向股东返还至少 1000 亿美元。他指出，过去四年中，该公司每年都会在 5 月份宣布新的回购计划，他预计未来还会获得 900 亿美元的授权，并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是，苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道：”苹果进入汽车市场不是一个'是否'的问题，而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴，通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%，Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道，在一个更温和的情况下，苹果将专注于汽车的 IT 生态系统，例如 CarPlay，销售额将增长 2%，Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>","source":"lsy1601382232898","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>5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</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\">\n5 Reasons Apple Stock Can Trade Higher From Here<blockquote>苹果股价可以从这里走高的 5 个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Over the last two years,Apple&nbsp;stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.</p><p><blockquote>在过去的两年里，苹果公司的股价非凡地上涨了 141%，公司的市值接近 3 万亿美元，因为公司在 iPhone、Mac、iPad、可穿戴设备和服务等各个业务部门都取得了显著增长。</blockquote></p><p> There are reasons to expect higher highs—and many new gadgets—ahead.</p><p><blockquote>有理由期待未来会有更高的高点和许多新玩意。</blockquote></p><p> Citi analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.</p><p><blockquote>花旗分析师吉姆·苏瓦在一份新的研究报告中重申了他对苹果股票（股票代码：AAPL）的买入评级。他将目标价从 170 美元上调至 200 美元，这意味着该股目前的水平将升值约 15%。苹果股价周三上涨 1.5%，至 175.64 美元。</blockquote></p><p> Suva offers a list of five reasons Apple can climb even higher in 2022.</p><p><blockquote>Suva 列出了苹果在 2022 年攀升得更高的五个原因。</blockquote></p><p> For starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.</p><p><blockquote>首先，他预计收入将持续增长，特别是在强劲的 iPhone 需求和相关服务增长的推动下。虽然由于担心个人电脑和其他设备的需求将恢复到大流行前的水平，投资者对消费硬件的情绪变得 “非常低迷”，但苏瓦并不认同这种观点。他估计，iPhone的安装基数已经达到10亿部以上，更换周期时间保持不变或缩短。</blockquote></p><p> “This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”</p><p><blockquote>“苏瓦写道：”这意味着用户重视他们的设备和技术，并可能继续定期投资升级。“假设智能手机的更换率在三年左右徘徊，并且其中一些升级是翻新设备，我们认为这表明已安装的基础升级仍有空间转化为未来的单位增长，尤其是在 5G 继续在主要经济体推广的情况下。”</blockquote></p><p> Suva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.</p><p><blockquote>Suva认为，明年秋天推出的iPhone 14将包括更快的处理器、更长的电池寿命和更高分辨率的摄像头。他预计苹果将在 2023 年推出可折叠手机。</blockquote></p><p> He’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.</p><p><blockquote>他还看好即将推出的虚拟/增强现实耳机，人们普遍预计该耳机将于 2022 年下半年上市。他写道，花旗认为 AR/VR 市场 “有望增长”。“除了 iPhone、iPad 和苹果手表之外，这项技术是苹果下一代大硬件产品的核心。”他预计该产品的细节将在 6 月份举行的公司年度开发者大会上公布。他预计这款设备的价格在750美元到1000美元之间。</blockquote></p><p> Another reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.</p><p><blockquote>苏瓦写道，他乐观的另一个原因是服务收入增长不太可能受到监管变化的影响。虽然诉讼的目标是苹果对在应用程序中使用第三方支付系统的限制，但苏瓦认为诉讼结果不会对收入产生重大影响。</blockquote></p><p> “Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”</p><p><blockquote>“他写道：”许多用户更喜欢便利性和安全性，而不是少量的经济节省。“对于开发商来说，通过店外计费来追求更高的利润率很可能会以降低转化率为代价，进而降低收入。”</blockquote></p><p> Apple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.</p><p><blockquote>苏瓦补充说，苹果的股票也将继续受益于该公司通过分红，尤其是股票回购向股东返还现金的积极姿态。他表示，由于苹果每年产生超过 1000 亿美元的自由现金流，该公司每年可能会向股东返还至少 1000 亿美元。他指出，过去四年中，该公司每年都会在 5 月份宣布新的回购计划，他预计未来还会获得 900 亿美元的授权，并且他预计股息将上调 10%。</blockquote></p><p> Not least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.</p><p><blockquote>更重要的是，苏瓦对苹果汽车的前景持乐观态度。他预计将于 2025 年或更早发射。</blockquote></p><p> “Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.</p><p><blockquote>“他写道：”苹果进入汽车市场不是一个'是否'的问题，而是一个'何时以及在多大程度上'的问题。分析师提出了苹果和汽车的两种情景。首先是该公司全力以赴，通过外包生产制造苹果汽车。其结果可能是整体销售额增长 10% 至 15%，Ebitda 或息税折旧摊销前利润增长 5% 至 11%。他写道，在一个更温和的情况下，苹果将专注于汽车的 IT 生态系统，例如 CarPlay，销售额将增长 2%，Ebitda 将增长 1% 至 2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-higher-51640199308?mod=hp_LEAD_3_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152254856","content_text":"Over the last two years,Apple stock has rallied an extraordinary 141%, driving the company’s market capitalization to nearly $3 trillion, as the company saw remarkable growth across every business segment – iPhones, Macs, iPads, wearables and services.\nThere are reasons to expect higher highs—and many new gadgets—ahead.\nCiti analyst Jim Suva in a new research note repeated his Buy rating on Apple shares (ticker: AAPL). He lifted his price target to $200, from $170, which implies about 15% appreciation from the stock’s current level. Apple shares on Wednesday rose 1.5%, to $175.64.\nSuva offers a list of five reasons Apple can climb even higher in 2022.\nFor starters, he sees continued revenue growth, driven in particular by strong iPhone demand and growth in related services. While investor sentiment on consumer hardware has turned “very dour” on concerns that demand for PCs and other gear will revert to prepandemic levels, Suva isn’t buying that view. He estimates that the installed base of iPhones has reached more than 1 billion, with replacement cycle times remaining the same or shortening.\n“This implies that users value their devices and technology and will likely continue to invest in upgrades on a regular basis,” Suva writes. “Assuming that replacement rates hover around three years for smartphones and modeling for some of these upgrades to be refurbished devices, we believe that this suggests that the installed base upgrades still have room to translate into unit growth ahead, especially as 5G continues to roll out across major economies.”\nSuva thinks iPhone 14, coming next fall, will include a faster processor, longer battery life, and higher-resolution cameras. He sees Apple launching a foldable phone in 2023.\nHe’s also bullish on the coming debut of a virtual/augmented reality headset, widely expected in the 2022 second half. Citi believes the AR/VR market “is poised for growth,” he writes. “The technology is the core of Apple’s next big hardware push beyond the iPhone, iPad, and Apple Watch.” He expects details on the product to emerge at the company’s annual developers conference in June. He expects a device priced in the $750 to $1,000 range.\nAnother reason for his bullishness is that service revenue growth isn’t likely to be affected by regulatory changes, Suva writes. While litigation has targeted Apple’s limitations on the use of third-party payment systems in apps, Suva thinks the outcome won’t be material to revenue.\n“Many users prefer convenience and security over a small amount of financial savings,” he writes. “For developers, chasing higher margins via off-store billing is likely to come at the expense of lower conversion rates and, by extension, lower revenues.”\nApple shares, Suva adds, will also continue to benefit from the company’s aggressive posture on returning cash to holders via dividends and especially stock repurchases. With Apple generating more than $100 billion a year in free cash flow, he says, the company is likely to return at least $100 billion a year to holders. He notes that the company has announced new buyback plans in May in each of the last four years, and he sees another $90 billion authorization ahead—and he sees a 10% dividend hike coming.\nNot least, Suva is upbeat on the prospect of an Apple Car. He expects a launch in 2025 or sooner.\n“Apple entering the auto market is a matter not of ‘if’ but ‘when and to what extent,’” he writes. The analyst lays out two scenarios for Apple and cars. The first is that the company goes all in, and builds an Apple Car via outsourced production. The result could be a 10% to 15% boost to overall sales, with a 5% to 11% lift to Ebitda, or earnings before interest, taxes, depreciation and amortization. A more modest scenario has Apple focusing on the IT ecosystem for cars, like CarPlay, with a 2% lift to sales, and a 1% to 2% boost to Ebitda, he writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693241717,"gmtCreate":1640044653654,"gmtModify":1640044653724,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Hmm🤔","listText":"Hmm🤔","text":"Hmm🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693241717","repostId":"1190064932","repostType":4,"isVote":1,"tweetType":1,"viewCount":3049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693241900,"gmtCreate":1640044579338,"gmtModify":1640044579406,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693241900","repostId":"2193136468","repostType":4,"isVote":1,"tweetType":1,"viewCount":4128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699524911,"gmtCreate":1639844992058,"gmtModify":1639844992150,"author":{"id":"3558440698099291","authorId":"3558440698099291","name":"yeo","avatar":"https://static.tigerbbs.com/f2ac157a0de74e3fac334b84c7779a75","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558440698099291","authorIdStr":"3558440698099291"},"themes":[],"title":"","htmlText":"Need a boost. Let's go","listText":"Need a boost. Let's go","text":"Need a boost. Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699524911","isVote":1,"tweetType":1,"viewCount":3807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}