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2021-12-08
Apple Car or iCar launching?
Apple Could Be the ‘Catalyst’ for VR Adoption. Morgan Stanley Boosts Price Target.<blockquote>苹果可能是虚拟现实采用的“催化剂”。摩根士丹利提高目标价。</blockquote>
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Morgan Stanley Boosts Price Target.<blockquote>苹果可能是虚拟现实采用的“催化剂”。摩根士丹利提高目标价。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173793803","media":"Barrons","summary":"Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.\nAnalyst Ka","content":"<p>Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.</p><p><blockquote>摩根士丹利上调了苹果股票的目标价，推动该股周二走高。</blockquote></p><p> Analyst Katy Huberty hiked her price target to $200 from $164 and maintained an Overweight rating on the stock. Huberty sees a major upside over the next year as the tech giant approaches the launch of an augmented reality product.</p><p><blockquote>分析师Katy Huberty将目标价从164美元上调至200美元，并维持该股的跑赢大盘评级。休伯蒂认为，随着这家科技巨头即将推出增强现实产品，明年将出现重大上行空间。</blockquote></p><p> “In conversations with venture-backed AR/VR companies, the consensus view is that the real catalyst for mass market AR/VR adoption will come when Apple enters the market,” Huberty wrote in a research note on Tuesday.</p><p><blockquote>Huberty在周二的一份研究报告中写道：“在与风险投资支持的AR/VR公司的对话中，一致的观点是，大众市场采用AR/VR的真正催化剂将在苹果进入市场时到来。”</blockquote></p><p> Huberty’s analysis indicates that an AR/VR product could generate $29 billion in revenue by 2026. For comparison, the company generated $20 billion in revenue the first year after launching the iPad. She estimates that over the last five years about 6% of Apple’s (ticker: AAPL ) revenue, on average, has come from products or services that didn’t exist five years prior.</p><p><blockquote>Huberty的分析表明，到2026年，AR/VR产品可以产生290亿美元的收入。相比之下，该公司在推出iPad后的第一年就创造了200亿美元的收入。她估计，在过去五年中，苹果（股票代码：AAPL）平均约6%的收入来自五年前不存在的产品或服务。</blockquote></p><p> Apple shares were up 2.9% to $170.15 on Tuesday. The stock has gained 28.2% this year.</p><p><blockquote>苹果股价周二上涨2.9%，至170.15美元。该股今年已上涨28.2%。</blockquote></p><p> In addition to the long-term virtual reality upstreams, Huberty is foreseeing strong growth in the short term. The analyst is predicting higher December iPhone shipments, increasing her estimate by 3 million units to a total of 83 million units. This drives her forecast for 2022 first-quarter revenue 2% higher to $122.3 billion.</p><p><blockquote>除了长期的虚拟现实上游，Huberty预计短期内将出现强劲增长。该分析师预测12月份iPhone出货量将会增加，将她的预期增加了300万部，达到8300万部。这使得她对2022年第一季度收入的预测上调了2%，达到1223亿美元。</blockquote></p><p> Another upside for the stock is growing revenue across its services segment, Huberty said. While investors were skeptical of Apple’s ability to monetize services five years ago, the segment now brings in nearly $70 billion annually, doubling over the last four years, she wrote.</p><p><blockquote>休伯蒂表示，该股的另一个上行空间是其服务部门收入的增长。她写道，虽然五年前投资者对苹果将服务货币化的能力持怀疑态度，但该领域现在每年带来近700亿美元的收入，在过去四年中翻了一番。</blockquote></p><p> App Store revenue grew 14% year over year in November despite its legal controversies. Apple has been ordered to make changes to its App Store that would allow developers to add links to external payment options starting Dec. 9, a move that could cut into sales. The company appealed the motion, but even if it is unsuccessful, Huberty doesn’t see a risk in the short-term.</p><p><blockquote>尽管存在法律争议，App Store 11月份收入仍同比增长14%。苹果已被勒令对其应用商店进行更改，允许开发者从12月9日开始添加外部支付选项的链接，此举可能会削减销售额。该公司对该动议提出上诉，但即使不成功，休伯蒂也认为短期内不会有风险。</blockquote></p><p> “We don’t see meaningful App Store revenue impact near-term as it will take time for consumer behavior to shift toward direct purchases through developer websites,” she wrote.</p><p><blockquote>她写道：“我们认为App Store收入短期内不会受到有意义的影响，因为消费者行为转向通过开发者网站直接购买需要时间。”</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>Apple Could Be the ‘Catalyst’ for VR Adoption. Morgan Stanley Boosts Price Target.<blockquote>苹果可能是虚拟现实采用的“催化剂”。摩根士丹利提高目标价。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Be the ‘Catalyst’ for VR Adoption. Morgan Stanley Boosts Price Target.<blockquote>苹果可能是虚拟现实采用的“催化剂”。摩根士丹利提高目标价。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-08 13:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.</p><p><blockquote>摩根士丹利上调了苹果股票的目标价，推动该股周二走高。</blockquote></p><p> Analyst Katy Huberty hiked her price target to $200 from $164 and maintained an Overweight rating on the stock. Huberty sees a major upside over the next year as the tech giant approaches the launch of an augmented reality product.</p><p><blockquote>分析师Katy Huberty将目标价从164美元上调至200美元，并维持该股的跑赢大盘评级。休伯蒂认为，随着这家科技巨头即将推出增强现实产品，明年将出现重大上行空间。</blockquote></p><p> “In conversations with venture-backed AR/VR companies, the consensus view is that the real catalyst for mass market AR/VR adoption will come when Apple enters the market,” Huberty wrote in a research note on Tuesday.</p><p><blockquote>Huberty在周二的一份研究报告中写道：“在与风险投资支持的AR/VR公司的对话中，一致的观点是，大众市场采用AR/VR的真正催化剂将在苹果进入市场时到来。”</blockquote></p><p> Huberty’s analysis indicates that an AR/VR product could generate $29 billion in revenue by 2026. For comparison, the company generated $20 billion in revenue the first year after launching the iPad. She estimates that over the last five years about 6% of Apple’s (ticker: AAPL ) revenue, on average, has come from products or services that didn’t exist five years prior.</p><p><blockquote>Huberty的分析表明，到2026年，AR/VR产品可以产生290亿美元的收入。相比之下，该公司在推出iPad后的第一年就创造了200亿美元的收入。她估计，在过去五年中，苹果（股票代码：AAPL）平均约6%的收入来自五年前不存在的产品或服务。</blockquote></p><p> Apple shares were up 2.9% to $170.15 on Tuesday. The stock has gained 28.2% this year.</p><p><blockquote>苹果股价周二上涨2.9%，至170.15美元。该股今年已上涨28.2%。</blockquote></p><p> In addition to the long-term virtual reality upstreams, Huberty is foreseeing strong growth in the short term. The analyst is predicting higher December iPhone shipments, increasing her estimate by 3 million units to a total of 83 million units. This drives her forecast for 2022 first-quarter revenue 2% higher to $122.3 billion.</p><p><blockquote>除了长期的虚拟现实上游，Huberty预计短期内将出现强劲增长。该分析师预测12月份iPhone出货量将会增加，将她的预期增加了300万部，达到8300万部。这使得她对2022年第一季度收入的预测上调了2%，达到1223亿美元。</blockquote></p><p> Another upside for the stock is growing revenue across its services segment, Huberty said. While investors were skeptical of Apple’s ability to monetize services five years ago, the segment now brings in nearly $70 billion annually, doubling over the last four years, she wrote.</p><p><blockquote>休伯蒂表示，该股的另一个上行空间是其服务部门收入的增长。她写道，虽然五年前投资者对苹果将服务货币化的能力持怀疑态度，但该领域现在每年带来近700亿美元的收入，在过去四年中翻了一番。</blockquote></p><p> App Store revenue grew 14% year over year in November despite its legal controversies. Apple has been ordered to make changes to its App Store that would allow developers to add links to external payment options starting Dec. 9, a move that could cut into sales. The company appealed the motion, but even if it is unsuccessful, Huberty doesn’t see a risk in the short-term.</p><p><blockquote>尽管存在法律争议，App Store 11月份收入仍同比增长14%。苹果已被勒令对其应用商店进行更改，允许开发者从12月9日开始添加外部支付选项的链接，此举可能会削减销售额。该公司对该动议提出上诉，但即使不成功，休伯蒂也认为短期内不会有风险。</blockquote></p><p> “We don’t see meaningful App Store revenue impact near-term as it will take time for consumer behavior to shift toward direct purchases through developer websites,” she wrote.</p><p><blockquote>她写道：“我们认为App Store收入短期内不会受到有意义的影响，因为消费者行为转向通过开发者网站直接购买需要时间。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-price-virtual-reality-morgan-stanley-price-target-51638887518?siteid=yhoof2\">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-price-virtual-reality-morgan-stanley-price-target-51638887518?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173793803","content_text":"Morgan Stanley raised its price target on Apple stock, sending the shares higher Tuesday.\nAnalyst Katy Huberty hiked her price target to $200 from $164 and maintained an Overweight rating on the stock. Huberty sees a major upside over the next year as the tech giant approaches the launch of an augmented reality product.\n“In conversations with venture-backed AR/VR companies, the consensus view is that the real catalyst for mass market AR/VR adoption will come when Apple enters the market,” Huberty wrote in a research note on Tuesday.\nHuberty’s analysis indicates that an AR/VR product could generate $29 billion in revenue by 2026. For comparison, the company generated $20 billion in revenue the first year after launching the iPad. She estimates that over the last five years about 6% of Apple’s (ticker: AAPL ) revenue, on average, has come from products or services that didn’t exist five years prior.\nApple shares were up 2.9% to $170.15 on Tuesday. The stock has gained 28.2% this year.\nIn addition to the long-term virtual reality upstreams, Huberty is foreseeing strong growth in the short term. The analyst is predicting higher December iPhone shipments, increasing her estimate by 3 million units to a total of 83 million units. This drives her forecast for 2022 first-quarter revenue 2% higher to $122.3 billion.\nAnother upside for the stock is growing revenue across its services segment, Huberty said. While investors were skeptical of Apple’s ability to monetize services five years ago, the segment now brings in nearly $70 billion annually, doubling over the last four years, she wrote.\nApp Store revenue grew 14% year over year in November despite its legal controversies. Apple has been ordered to make changes to its App Store that would allow developers to add links to external payment options starting Dec. 9, a move that could cut into sales. The company appealed the motion, but even if it is unsuccessful, Huberty doesn’t see a risk in the short-term.\n“We don’t see meaningful App Store revenue impact near-term as it will take time for consumer behavior to shift toward direct purchases through developer websites,” she wrote.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1270,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","00699"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602027247"}
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