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2021-05-21
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Buy Apple Stock Because Strong iPhone Demand Is Good News for All Its Products<blockquote>购买苹果股票，因为强劲的iPhone需求对其所有产品来说都是好消息</blockquote>
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Interest in 5G wireless is “modestly improved,” he writes, consistent with Apple’s view that we are in the early days of 5G adoption. As a result, Apple’s (ticker: AAPL) current stock price “does not reflect the stickiness of the Apple ecosystem,” he says.</p><p><blockquote>此外，iPhone留存率（即在更换手机时打算留在该平台的人数）达到86%，为七年来的最佳读数。他写道，人们对5G无线的兴趣“略有提高”，这与苹果的观点一致，即我们正处于5G采用的早期阶段。因此，苹果（股票代码：AAPL）目前的股价“并不能反映苹果生态系统的粘性”，他表示。</blockquote></p><p> Vogt adds that every region showed a “solid” year-over-year increase in iPhone purchase intent, other than China, which was flat. He sees iPhone units sales of 225 million in the September 2021 fiscal year, and 220 million for fiscal 2022, consistent with overall buy-side estimates.</p><p><blockquote>Vogt补充说，除中国持平外，每个地区的iPhone购买意向都出现了“稳健”的同比增长。他预计2021年9月财年iPhone销量为2.25亿部，2022财年为2.2亿部，与买方的总体预期一致。</blockquote></p><p> The UBS analyst also stresses that strong iPhone demand has spillover effects on other Apple products and services. The survey also asked about the Apple Watch. About 37% of respondents said they were likely or somewhat likely to buy a smartwatch over the next 12 months, while 80% were aware of the Apple Watch.</p><p><blockquote>瑞银分析师还强调，强劲的iPhone需求会对苹果的其他产品和服务产生溢出效应。调查还询问了苹果观察。约37%的受访者表示，他们可能或有点可能在未来12个月内购买智能手表，而80%的受访者知道苹果手表。</blockquote></p><p> Vogt maintains his Buy rating and $155 price target. He says the target reflects a value for “core” Apple of $141, plus $14 to account for the “probability-weighted” potential for an Apple car.</p><p><blockquote>Vogt维持买入评级和155美元的目标价。他表示，该目标反映了141美元的“核心”苹果价值，加上14美元，以考虑苹果汽车的“概率加权”潜力。</blockquote></p><p> Apple stock rose 2.1% to $127.31 on Thursday. The stock is down about 4% year to date, after an 81% rally in 2020.</p><p><blockquote>苹果股价周四上涨2.1%，至127.31美元。该股在2020年上涨81%后，今年迄今已下跌约4%。</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>Buy Apple Stock Because Strong iPhone Demand Is Good News for All Its Products<blockquote>购买苹果股票，因为强劲的iPhone需求对其所有产品来说都是好消息</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\">\nBuy Apple Stock Because Strong iPhone Demand Is Good News for All Its Products<blockquote>购买苹果股票，因为强劲的iPhone需求对其所有产品来说都是好消息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-21 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is now more than six months into the iPhone 12 era, and demand for the company’s first 5G handset lineup remains remarkably strong.</p><p><blockquote>苹果进入iPhone 12时代已经六个多月了，对该公司首款5G手机系列的需求仍然非常强劲。</blockquote></p><p> In a research note Thursday, UBS analyst David Vogt notes that a survey of more than 7,000 smartphone users in the U.S., U.K., China, Germany and Japan found that 22% intend to buy iPhones within the next 12 months, the highest reading in five years.</p><p><blockquote>瑞银（UBS）分析师大卫·沃格特（David Vogt）在周四的一份研究报告中指出，对美国、英国、中国、德国和日本7000多名智能手机用户的调查发现，22%的人打算在未来12个月内购买iPhones，这是五年来的最高水平。</blockquote></p><p> In addition, iPhone retention rates—the number of people who intend to stay on the platform when they switch phones—reached 86%, the best reading in seven years. Interest in 5G wireless is “modestly improved,” he writes, consistent with Apple’s view that we are in the early days of 5G adoption. As a result, Apple’s (ticker: AAPL) current stock price “does not reflect the stickiness of the Apple ecosystem,” he says.</p><p><blockquote>此外，iPhone留存率（即在更换手机时打算留在该平台的人数）达到86%，为七年来的最佳读数。他写道，人们对5G无线的兴趣“略有提高”，这与苹果的观点一致，即我们正处于5G采用的早期阶段。因此，苹果（股票代码：AAPL）目前的股价“并不能反映苹果生态系统的粘性”，他表示。</blockquote></p><p> Vogt adds that every region showed a “solid” year-over-year increase in iPhone purchase intent, other than China, which was flat. He sees iPhone units sales of 225 million in the September 2021 fiscal year, and 220 million for fiscal 2022, consistent with overall buy-side estimates.</p><p><blockquote>Vogt补充说，除中国持平外，每个地区的iPhone购买意向都出现了“稳健”的同比增长。他预计2021年9月财年iPhone销量为2.25亿部，2022财年为2.2亿部，与买方的总体预期一致。</blockquote></p><p> The UBS analyst also stresses that strong iPhone demand has spillover effects on other Apple products and services. The survey also asked about the Apple Watch. About 37% of respondents said they were likely or somewhat likely to buy a smartwatch over the next 12 months, while 80% were aware of the Apple Watch.</p><p><blockquote>瑞银分析师还强调，强劲的iPhone需求会对苹果的其他产品和服务产生溢出效应。调查还询问了苹果观察。约37%的受访者表示，他们可能或有点可能在未来12个月内购买智能手表，而80%的受访者知道苹果手表。</blockquote></p><p> Vogt maintains his Buy rating and $155 price target. He says the target reflects a value for “core” Apple of $141, plus $14 to account for the “probability-weighted” potential for an Apple car.</p><p><blockquote>Vogt维持买入评级和155美元的目标价。他表示，该目标反映了141美元的“核心”苹果价值，加上14美元，以考虑苹果汽车的“概率加权”潜力。</blockquote></p><p> Apple stock rose 2.1% to $127.31 on Thursday. The stock is down about 4% year to date, after an 81% rally in 2020.</p><p><blockquote>苹果股价周四上涨2.1%，至127.31美元。该股在2020年上涨81%后，今年迄今已下跌约4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-apple-stock-iphone-12-demand-51621535848?mod=hp_DAY_Theme_2_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/buy-apple-stock-iphone-12-demand-51621535848?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146570916","content_text":"Apple is now more than six months into the iPhone 12 era, and demand for the company’s first 5G handset lineup remains remarkably strong.\nIn a research note Thursday, UBS analyst David Vogt notes that a survey of more than 7,000 smartphone users in the U.S., U.K., China, Germany and Japan found that 22% intend to buy iPhones within the next 12 months, the highest reading in five years.\nIn addition, iPhone retention rates—the number of people who intend to stay on the platform when they switch phones—reached 86%, the best reading in seven years. Interest in 5G wireless is “modestly improved,” he writes, consistent with Apple’s view that we are in the early days of 5G adoption. As a result, Apple’s (ticker: AAPL) current stock price “does not reflect the stickiness of the Apple ecosystem,” he says.\nVogt adds that every region showed a “solid” year-over-year increase in iPhone purchase intent, other than China, which was flat. He sees iPhone units sales of 225 million in the September 2021 fiscal year, and 220 million for fiscal 2022, consistent with overall buy-side estimates.\nThe UBS analyst also stresses that strong iPhone demand has spillover effects on other Apple products and services. The survey also asked about the Apple Watch. About 37% of respondents said they were likely or somewhat likely to buy a smartwatch over the next 12 months, while 80% were aware of the Apple Watch.\nVogt maintains his Buy rating and $155 price target. He says the target reflects a value for “core” Apple of $141, plus $14 to account for the “probability-weighted” potential for an Apple car.\nApple stock rose 2.1% to $127.31 on Thursday. The stock is down about 4% year to date, after an 81% rally in 2020.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":139906169,"gmtCreate":1621581033551,"gmtModify":1634187909942,"author":{"id":"3584612647943773","authorId":"3584612647943773","name":"林桂安","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584612647943773","authorIdStr":"3584612647943773"},"themes":[],"htmlText":"[微笑] [微笑] [微笑] ","listText":"[微笑] [微笑] [微笑] ","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139906169","repostId":"1146570916","repostType":4,"repost":{"id":"1146570916","kind":"news","pubTimestamp":1621579990,"share":"https://www.laohu8.com/m/news/1146570916?lang=zh_CN&edition=full","pubTime":"2021-05-21 14:53","market":"us","language":"en","title":"Buy Apple Stock Because Strong iPhone Demand Is Good News for All Its Products<blockquote>购买苹果股票，因为强劲的iPhone需求对其所有产品来说都是好消息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146570916","media":"Barrons","summary":"Apple is now more than six months into the iPhone 12 era, and demand for the company’s first 5G hand","content":"<p>Apple is now more than six months into the iPhone 12 era, and demand for the company’s first 5G handset lineup remains remarkably strong.</p><p><blockquote>苹果进入iPhone 12时代已经六个多月了，对该公司首款5G手机系列的需求仍然非常强劲。</blockquote></p><p> In a research note Thursday, UBS analyst David Vogt notes that a survey of more than 7,000 smartphone users in the U.S., U.K., China, Germany and Japan found that 22% intend to buy iPhones within the next 12 months, the highest reading in five years.</p><p><blockquote>瑞银（UBS）分析师大卫·沃格特（David Vogt）在周四的一份研究报告中指出，对美国、英国、中国、德国和日本7000多名智能手机用户的调查发现，22%的人打算在未来12个月内购买iPhones，这是五年来的最高水平。</blockquote></p><p> In addition, iPhone retention rates—the number of people who intend to stay on the platform when they switch phones—reached 86%, the best reading in seven years. Interest in 5G wireless is “modestly improved,” he writes, consistent with Apple’s view that we are in the early days of 5G adoption. As a result, Apple’s (ticker: AAPL) current stock price “does not reflect the stickiness of the Apple ecosystem,” he says.</p><p><blockquote>此外，iPhone留存率（即在更换手机时打算留在该平台的人数）达到86%，为七年来的最佳读数。他写道，人们对5G无线的兴趣“略有提高”，这与苹果的观点一致，即我们正处于5G采用的早期阶段。因此，苹果（股票代码：AAPL）目前的股价“并不能反映苹果生态系统的粘性”，他表示。</blockquote></p><p> Vogt adds that every region showed a “solid” year-over-year increase in iPhone purchase intent, other than China, which was flat. He sees iPhone units sales of 225 million in the September 2021 fiscal year, and 220 million for fiscal 2022, consistent with overall buy-side estimates.</p><p><blockquote>Vogt补充说，除中国持平外，每个地区的iPhone购买意向都出现了“稳健”的同比增长。他预计2021年9月财年iPhone销量为2.25亿部，2022财年为2.2亿部，与买方的总体预期一致。</blockquote></p><p> The UBS analyst also stresses that strong iPhone demand has spillover effects on other Apple products and services. The survey also asked about the Apple Watch. About 37% of respondents said they were likely or somewhat likely to buy a smartwatch over the next 12 months, while 80% were aware of the Apple Watch.</p><p><blockquote>瑞银分析师还强调，强劲的iPhone需求会对苹果的其他产品和服务产生溢出效应。调查还询问了苹果观察。约37%的受访者表示，他们可能或有点可能在未来12个月内购买智能手表，而80%的受访者知道苹果手表。</blockquote></p><p> Vogt maintains his Buy rating and $155 price target. He says the target reflects a value for “core” Apple of $141, plus $14 to account for the “probability-weighted” potential for an Apple car.</p><p><blockquote>Vogt维持买入评级和155美元的目标价。他表示，该目标反映了141美元的“核心”苹果价值，加上14美元，以考虑苹果汽车的“概率加权”潜力。</blockquote></p><p> Apple stock rose 2.1% to $127.31 on Thursday. The stock is down about 4% year to date, after an 81% rally in 2020.</p><p><blockquote>苹果股价周四上涨2.1%，至127.31美元。该股在2020年上涨81%后，今年迄今已下跌约4%。</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>Buy Apple Stock Because Strong iPhone Demand Is Good News for All Its Products<blockquote>购买苹果股票，因为强劲的iPhone需求对其所有产品来说都是好消息</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\">\nBuy Apple Stock Because Strong iPhone Demand Is Good News for All Its Products<blockquote>购买苹果股票，因为强劲的iPhone需求对其所有产品来说都是好消息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-21 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is now more than six months into the iPhone 12 era, and demand for the company’s first 5G handset lineup remains remarkably strong.</p><p><blockquote>苹果进入iPhone 12时代已经六个多月了，对该公司首款5G手机系列的需求仍然非常强劲。</blockquote></p><p> In a research note Thursday, UBS analyst David Vogt notes that a survey of more than 7,000 smartphone users in the U.S., U.K., China, Germany and Japan found that 22% intend to buy iPhones within the next 12 months, the highest reading in five years.</p><p><blockquote>瑞银（UBS）分析师大卫·沃格特（David Vogt）在周四的一份研究报告中指出，对美国、英国、中国、德国和日本7000多名智能手机用户的调查发现，22%的人打算在未来12个月内购买iPhones，这是五年来的最高水平。</blockquote></p><p> In addition, iPhone retention rates—the number of people who intend to stay on the platform when they switch phones—reached 86%, the best reading in seven years. Interest in 5G wireless is “modestly improved,” he writes, consistent with Apple’s view that we are in the early days of 5G adoption. As a result, Apple’s (ticker: AAPL) current stock price “does not reflect the stickiness of the Apple ecosystem,” he says.</p><p><blockquote>此外，iPhone留存率（即在更换手机时打算留在该平台的人数）达到86%，为七年来的最佳读数。他写道，人们对5G无线的兴趣“略有提高”，这与苹果的观点一致，即我们正处于5G采用的早期阶段。因此，苹果（股票代码：AAPL）目前的股价“并不能反映苹果生态系统的粘性”，他表示。</blockquote></p><p> Vogt adds that every region showed a “solid” year-over-year increase in iPhone purchase intent, other than China, which was flat. He sees iPhone units sales of 225 million in the September 2021 fiscal year, and 220 million for fiscal 2022, consistent with overall buy-side estimates.</p><p><blockquote>Vogt补充说，除中国持平外，每个地区的iPhone购买意向都出现了“稳健”的同比增长。他预计2021年9月财年iPhone销量为2.25亿部，2022财年为2.2亿部，与买方的总体预期一致。</blockquote></p><p> The UBS analyst also stresses that strong iPhone demand has spillover effects on other Apple products and services. The survey also asked about the Apple Watch. About 37% of respondents said they were likely or somewhat likely to buy a smartwatch over the next 12 months, while 80% were aware of the Apple Watch.</p><p><blockquote>瑞银分析师还强调，强劲的iPhone需求会对苹果的其他产品和服务产生溢出效应。调查还询问了苹果观察。约37%的受访者表示，他们可能或有点可能在未来12个月内购买智能手表，而80%的受访者知道苹果手表。</blockquote></p><p> Vogt maintains his Buy rating and $155 price target. He says the target reflects a value for “core” Apple of $141, plus $14 to account for the “probability-weighted” potential for an Apple car.</p><p><blockquote>Vogt维持买入评级和155美元的目标价。他表示，该目标反映了141美元的“核心”苹果价值，加上14美元，以考虑苹果汽车的“概率加权”潜力。</blockquote></p><p> Apple stock rose 2.1% to $127.31 on Thursday. The stock is down about 4% year to date, after an 81% rally in 2020.</p><p><blockquote>苹果股价周四上涨2.1%，至127.31美元。该股在2020年上涨81%后，今年迄今已下跌约4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-apple-stock-iphone-12-demand-51621535848?mod=hp_DAY_Theme_2_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/buy-apple-stock-iphone-12-demand-51621535848?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146570916","content_text":"Apple is now more than six months into the iPhone 12 era, and demand for the company’s first 5G handset lineup remains remarkably strong.\nIn a research note Thursday, UBS analyst David Vogt notes that a survey of more than 7,000 smartphone users in the U.S., U.K., China, Germany and Japan found that 22% intend to buy iPhones within the next 12 months, the highest reading in five years.\nIn addition, iPhone retention rates—the number of people who intend to stay on the platform when they switch phones—reached 86%, the best reading in seven years. Interest in 5G wireless is “modestly improved,” he writes, consistent with Apple’s view that we are in the early days of 5G adoption. As a result, Apple’s (ticker: AAPL) current stock price “does not reflect the stickiness of the Apple ecosystem,” he says.\nVogt adds that every region showed a “solid” year-over-year increase in iPhone purchase intent, other than China, which was flat. He sees iPhone units sales of 225 million in the September 2021 fiscal year, and 220 million for fiscal 2022, consistent with overall buy-side estimates.\nThe UBS analyst also stresses that strong iPhone demand has spillover effects on other Apple products and services. The survey also asked about the Apple Watch. About 37% of respondents said they were likely or somewhat likely to buy a smartwatch over the next 12 months, while 80% were aware of the Apple Watch.\nVogt maintains his Buy rating and $155 price target. He says the target reflects a value for “core” Apple of $141, plus $14 to account for the “probability-weighted” potential for an Apple car.\nApple stock rose 2.1% to $127.31 on Thursday. The stock is down about 4% year to date, after an 81% rally in 2020.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
