phanghuiying
2021-02-09
not relevant at all
Forget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>
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Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190885543","media":"Barrons","summary":"Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.That one comes cour","content":"<p>Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.</p><p><blockquote>现在有个主意。也许苹果应该涉足加密货币交易所业务。</blockquote></p><p>That one comes courtesy of RBC Capital analyst Mitch Steves, who picked up coverage of Apple shares on Monday with an Outperform rating, lifting the firm’s target for the share price to $171, from $154. Apple stock was up 0.1% to $136.91.</p><p><blockquote>加拿大皇家银行资本(RBC Capital)分析师米奇-史蒂夫斯(Mitch Steves)周一对苹果股票给予跑赢大盘评级,将该公司的目标股价从 154 美元上调至 171 美元。苹果股价上涨 0.1%,至 136.91 美元。</blockquote></p><p>The hot topic on Apple lately has been speculation that the company is nearing a deal with Hyundai on creating anApple Car(or maybe an iCar, MacCar, or Jobsmobile.) Steves thinks that a car might make sense eventually, but he is more intrigued by the idea that Apple could dip its toe into the cryptocurrency markets.</p><p><blockquote>最近苹果上的热门话题是猜测该公司即将与现代达成协议,打造苹果汽车(或者可能是 iCar、MacCar 或 Jobsmobile。)史蒂夫斯认为汽车最终可能会有意义,但他更感兴趣的是苹果可能涉足加密货币市场的想法。</blockquote></p><p>“When we look at Apple as an ecosystem player we note that the firm has industry-leading software, security and a 1.5B installed base [of hardware devices],” he wrote in a research note.In its recent December-quarter earnings announcement, Apple disclosed that the installed base of iPhones alone is now above 1 billion.</p><p><blockquote>“他在一份研究报告中写道:”当我们将苹果视为一个生态系统参与者时,我们会注意到该公司拥有业界领先的软件、安全和 15 亿的[硬件设备]安装基数。在最近发布的 12 月份季度财报中,苹果披露,仅 iPhone 的装机量现在就超过了 10 亿部。</blockquote></p><p>Steves agrees that an electric car could be a long-term opportunity, but he cautioned that competing with Tesla is a higher-risk proposition, which is likely to require more than $10 billion in research and development costs. He sees a better opportunity in leveragingApple Wallet, software on every iPhone that is used to manage Apple Pay, airline and event tickets, and other items.</p><p><blockquote>Steves 同意电动汽车可能是一个长期机会,但他警告说,与特斯拉竞争是一个风险较高的提议,可能需要超过 100 亿美元的研发成本。他认为利用苹果钱包是一个更好的机会,苹果钱包是每部iPhone上的软件,用于管理苹果支付、机票和活动机票以及其他项目。</blockquote></p><p>Were Apple to enter the crypto-exchange business, Steves said, they would “immediately gain market share and disrupt the industry.” He noted that Square (SQ) generates about $1.6 billion a quarter from Bitcoin-related revenue on an installed base of about 30 million.</p><p><blockquote>史蒂夫斯说,如果苹果进入加密货币交易所业务,他们将 “立即获得市场份额并颠覆整个行业”。他指出,Square (SQ) 每季度从比特币相关收入中产生约 16 亿美元的收入,装机量约为 3000 万。</blockquote></p><p>Apple, he said, has an installed base of more than 1.5 billion. If you assume 200 million users transact, he said, that would be 6.7 times the size of Square. On that basis, he concluded that the opportunity for Apple could be more than $40 billion a year, potentially boosting the top line by about 15%.</p><p><blockquote>他说,苹果的装机量超过15亿。他说,如果假设有 2 亿用户进行交易,那将是 Square 规模的 6.7 倍。在此基础上,他得出结论,苹果每年的机会可能超过 400 亿美元,有可能将营收提高约 15%。</blockquote></p><p>And Steves said the “best part” is that the required R&D cost “would be de minimis,” pointing out that Square’s entire R&D budget is under $1 billion. “Net Net: fundamentals at Apple remain secure with a cash flowing business related to iPhones, peripherals, computers and services,” he wrote. “However, the firm could unlock a multi-billion dollar opportunity with a few clicks while investing into next generation chips as well.”</p><p><blockquote>史蒂夫斯说,“最棒的是 ”所需的研发成本 “将是最低限度的”,并指出 Square 的整个研发预算不到 10 亿美元。“Net Net: 苹果的基本面依然安全,其现金流业务与 iPhone、外设、电脑和服务相关,”他写道。“然而,该公司只需点击几下鼠标,就能解锁数十亿美元的商机,同时还能投资下一代芯片。”</blockquote></p><p>He also says a move by Apple to buy $1 billion of Bitcoin would boost interest in Apple Exchange, or whatever the theoretical cryptocurrency-trading venue would be called. “Where would the price of bitcoin go if Apple purchase the asset?” he wrote. “Likely up.”</p><p><blockquote>他还表示,苹果以 10 亿美元收购比特币的举动将提高人们对苹果交易所(或理论上的加密货币交易场所)的兴趣。“如果苹果购买比特币的资产,其价格会在哪里?”他写道。“可能会上升。”</blockquote></p><p>The note arrived the same day thatTesla announced it has purchased $1.5 billion in Bitcoin, and that it would start accepting the currency for payments. Bitcoin was up 12.8%, to $43,037 on the Tesla news. Imagine what would happen if Apple jumped into the fray.</p><p><blockquote>该说明发布的同一天,特斯拉宣布已在比特币购买了 15 亿美元,并将开始接受该货币进行支付。特斯拉新闻报道称,比特币股价上涨 12.8%,至 43,037 美元。想象一下如果苹果加入战斗会发生什么。</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>Forget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</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\">\nForget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-09 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.</p><p><blockquote>现在有个主意。也许苹果应该涉足加密货币交易所业务。</blockquote></p><p>That one comes courtesy of RBC Capital analyst Mitch Steves, who picked up coverage of Apple shares on Monday with an Outperform rating, lifting the firm’s target for the share price to $171, from $154. Apple stock was up 0.1% to $136.91.</p><p><blockquote>加拿大皇家银行资本(RBC Capital)分析师米奇-史蒂夫斯(Mitch Steves)周一对苹果股票给予跑赢大盘评级,将该公司的目标股价从 154 美元上调至 171 美元。苹果股价上涨 0.1%,至 136.91 美元。</blockquote></p><p>The hot topic on Apple lately has been speculation that the company is nearing a deal with Hyundai on creating anApple Car(or maybe an iCar, MacCar, or Jobsmobile.) Steves thinks that a car might make sense eventually, but he is more intrigued by the idea that Apple could dip its toe into the cryptocurrency markets.</p><p><blockquote>最近苹果上的热门话题是猜测该公司即将与现代达成协议,打造苹果汽车(或者可能是 iCar、MacCar 或 Jobsmobile。)史蒂夫斯认为汽车最终可能会有意义,但他更感兴趣的是苹果可能涉足加密货币市场的想法。</blockquote></p><p>“When we look at Apple as an ecosystem player we note that the firm has industry-leading software, security and a 1.5B installed base [of hardware devices],” he wrote in a research note.In its recent December-quarter earnings announcement, Apple disclosed that the installed base of iPhones alone is now above 1 billion.</p><p><blockquote>“他在一份研究报告中写道:”当我们将苹果视为一个生态系统参与者时,我们会注意到该公司拥有业界领先的软件、安全和 15 亿的[硬件设备]安装基数。在最近发布的 12 月份季度财报中,苹果披露,仅 iPhone 的装机量现在就超过了 10 亿部。</blockquote></p><p>Steves agrees that an electric car could be a long-term opportunity, but he cautioned that competing with Tesla is a higher-risk proposition, which is likely to require more than $10 billion in research and development costs. He sees a better opportunity in leveragingApple Wallet, software on every iPhone that is used to manage Apple Pay, airline and event tickets, and other items.</p><p><blockquote>Steves 同意电动汽车可能是一个长期机会,但他警告说,与特斯拉竞争是一个风险较高的提议,可能需要超过 100 亿美元的研发成本。他认为利用苹果钱包是一个更好的机会,苹果钱包是每部iPhone上的软件,用于管理苹果支付、机票和活动机票以及其他项目。</blockquote></p><p>Were Apple to enter the crypto-exchange business, Steves said, they would “immediately gain market share and disrupt the industry.” He noted that Square (SQ) generates about $1.6 billion a quarter from Bitcoin-related revenue on an installed base of about 30 million.</p><p><blockquote>史蒂夫斯说,如果苹果进入加密货币交易所业务,他们将 “立即获得市场份额并颠覆整个行业”。他指出,Square (SQ) 每季度从比特币相关收入中产生约 16 亿美元的收入,装机量约为 3000 万。</blockquote></p><p>Apple, he said, has an installed base of more than 1.5 billion. If you assume 200 million users transact, he said, that would be 6.7 times the size of Square. On that basis, he concluded that the opportunity for Apple could be more than $40 billion a year, potentially boosting the top line by about 15%.</p><p><blockquote>他说,苹果的装机量超过15亿。他说,如果假设有 2 亿用户进行交易,那将是 Square 规模的 6.7 倍。在此基础上,他得出结论,苹果每年的机会可能超过 400 亿美元,有可能将营收提高约 15%。</blockquote></p><p>And Steves said the “best part” is that the required R&D cost “would be de minimis,” pointing out that Square’s entire R&D budget is under $1 billion. “Net Net: fundamentals at Apple remain secure with a cash flowing business related to iPhones, peripherals, computers and services,” he wrote. “However, the firm could unlock a multi-billion dollar opportunity with a few clicks while investing into next generation chips as well.”</p><p><blockquote>史蒂夫斯说,“最棒的是 ”所需的研发成本 “将是最低限度的”,并指出 Square 的整个研发预算不到 10 亿美元。“Net Net: 苹果的基本面依然安全,其现金流业务与 iPhone、外设、电脑和服务相关,”他写道。“然而,该公司只需点击几下鼠标,就能解锁数十亿美元的商机,同时还能投资下一代芯片。”</blockquote></p><p>He also says a move by Apple to buy $1 billion of Bitcoin would boost interest in Apple Exchange, or whatever the theoretical cryptocurrency-trading venue would be called. “Where would the price of bitcoin go if Apple purchase the asset?” he wrote. “Likely up.”</p><p><blockquote>他还表示,苹果以 10 亿美元收购比特币的举动将提高人们对苹果交易所(或理论上的加密货币交易场所)的兴趣。“如果苹果购买比特币的资产,其价格会在哪里?”他写道。“可能会上升。”</blockquote></p><p>The note arrived the same day thatTesla announced it has purchased $1.5 billion in Bitcoin, and that it would start accepting the currency for payments. Bitcoin was up 12.8%, to $43,037 on the Tesla news. Imagine what would happen if Apple jumped into the fray.</p><p><blockquote>该说明发布的同一天,特斯拉宣布已在比特币购买了 15 亿美元,并将开始接受该货币进行支付。特斯拉新闻报道称,比特币股价上涨 12.8%,至 43,037 美元。想象一下如果苹果加入战斗会发生什么。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/forget-about-cars-apple-should-launch-a-crypto-exchange-analyst-says-51612814633?mod=hp_DAY_8\">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":{"GBTC":"比特币ETF-Grayscale","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/forget-about-cars-apple-should-launch-a-crypto-exchange-analyst-says-51612814633?mod=hp_DAY_8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190885543","content_text":"Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.That one comes courtesy of RBC Capital analyst Mitch Steves, who picked up coverage of Apple shares on Monday with an Outperform rating, lifting the firm’s target for the share price to $171, from $154. Apple stock was up 0.1% to $136.91.The hot topic on Apple lately has been speculation that the company is nearing a deal with Hyundai on creating anApple Car(or maybe an iCar, MacCar, or Jobsmobile.) Steves thinks that a car might make sense eventually, but he is more intrigued by the idea that Apple could dip its toe into the cryptocurrency markets.“When we look at Apple as an ecosystem player we note that the firm has industry-leading software, security and a 1.5B installed base [of hardware devices],” he wrote in a research note.In its recent December-quarter earnings announcement, Apple disclosed that the installed base of iPhones alone is now above 1 billion.Steves agrees that an electric car could be a long-term opportunity, but he cautioned that competing with Tesla is a higher-risk proposition, which is likely to require more than $10 billion in research and development costs. He sees a better opportunity in leveragingApple Wallet, software on every iPhone that is used to manage Apple Pay, airline and event tickets, and other items.Were Apple to enter the crypto-exchange business, Steves said, they would “immediately gain market share and disrupt the industry.” He noted that Square (SQ) generates about $1.6 billion a quarter from Bitcoin-related revenue on an installed base of about 30 million.Apple, he said, has an installed base of more than 1.5 billion. If you assume 200 million users transact, he said, that would be 6.7 times the size of Square. On that basis, he concluded that the opportunity for Apple could be more than $40 billion a year, potentially boosting the top line by about 15%.And Steves said the “best part” is that the required R&D cost “would be de minimis,” pointing out that Square’s entire R&D budget is under $1 billion. “Net Net: fundamentals at Apple remain secure with a cash flowing business related to iPhones, peripherals, computers and services,” he wrote. “However, the firm could unlock a multi-billion dollar opportunity with a few clicks while investing into next generation chips as well.”He also says a move by Apple to buy $1 billion of Bitcoin would boost interest in Apple Exchange, or whatever the theoretical cryptocurrency-trading venue would be called. “Where would the price of bitcoin go if Apple purchase the asset?” he wrote. “Likely up.”The note arrived the same day thatTesla announced it has purchased $1.5 billion in Bitcoin, and that it would start accepting the currency for payments. Bitcoin was up 12.8%, to $43,037 on the Tesla news. Imagine what would happen if Apple jumped into the fray.","news_type":1,"symbols_score_info":{"XBTmain":0.9,"GBTC":0.9,"AAPL":0.9,"BTCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2324,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/383327410"}
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