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2022-05-11

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Can Apple Stock Weather This Storm In The Markets?<blockquote>苹果股票能否经受住这场市场风暴？</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":612880356,"tweetId":"612880356","gmtCreate":1652265005475,"gmtModify":1652267528449,"author":{"id":3559357742503712,"idStr":"3559357742503712","authorId":3559357742503712,"authorIdStr":"3559357742503712","name":"生肉麵加豬油渣","avatar":"https://static.tigerbbs.com/797772e5857b1091ed85d4b17fe6201b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Throw in an orange may help...&nbsp;</body></html>","htmlText":"<html><head></head><body>Throw in an orange may help...&nbsp;</body></html>","text":"Throw in an orange may help...","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/612880356","repostId":2234662717,"repostType":4,"repost":{"id":"2234662717","kind":"news","pubTimestamp":1652281819,"share":"https://www.laohunote.com/m/news/2234662717?lang=zh_CN&edition=full","pubTime":"2022-05-11 23:10","market":"us","language":"en","title":"Can Apple Stock Weather This Storm In The Markets?<blockquote>苹果股票能否经受住这场市场风暴？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2234662717","media":"TheStreet","summary":"The S&P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the br","content":"<html><head></head><body>The S&amp;P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the broad market dip further from here?<blockquote><html><head></head><body>标普500正在接近熊市区域。苹果股票是一个藏身的好地方吗，大盘应该从这里进一步下跌吗？</body></html></blockquote>The stock markets have decisively turned south. As of the writing of this sentence, both the S&amp;P 500 and Apple stock have corrected around 15% from their respective peaks reached early in January 2022.<blockquote>股市果断转向南方。截至撰写本文时，标普500和苹果的股价均较 2022 年 1 月初达到的峰值回调了约 15%。</blockquote>As the S&amp;P 500 approaches bear territory (i.e., a 20%-plus decline, something that has happened only once in the past decade), I ask the question: can AAPL endure the upcoming selloff better than other stocks?<blockquote>随着标普500接近熊市区域（即下跌 20% 以上，这种情况在过去十年中只发生过一次），我提出了一个问题：苹果公司能比其他股票更好地承受即将到来的抛售吗？</blockquote><img src=\"https://static.tigerbbs.com/4797cf9c26621e8daaab0233dd55a0fe\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/>Figure 1: Can Apple Stock Weather This Storm In The Markets?<blockquote>图 1：苹果股票能否经受住这场市场风暴？</blockquote>AAPL: outperformer in distressed times?<blockquote>AAPL：在困难时期表现出色？</blockquote>From a business perspective, Apple seems to be performing well, regardless of unfavorable macroeconomic forces and despite supply chain issues.<blockquote>从商业角度来看，尽管存在不利的宏观经济力量和供应链问题，苹果似乎表现良好。</blockquote>Some even argue that the Cupertino company can do better than the average company in times like these. This is because of world-class supply chain management, along with peak demand and brand appreciation that should help to protect Apple’s pricing power.<blockquote>有些人甚至认为，在这种时候，库比蒂诺公司可以比普通公司做得更好。这是因为世界一流的供应链管理，以及需求高峰和品牌升值，都有助于保护苹果的定价权。</blockquote>This may help to explain why Apple has not lost too much of its market value since reaching a January 2022 peak — at least compared to other stocks. While Amazon, Alphabet and Microsoft have been down at least 20% so far this year, Apple has declined “only” 15%.<blockquote>这可能有助于解释为什么苹果自 2022 年 1 月达到峰值以来没有损失太多市值——至少与其他股票相比是这样。今年到目前为止，亚马逊、Alphabet和微软的股价至少下跌了 20%，而苹果 “仅 ”下跌了 15%。</blockquote><img src=\"https://static.tigerbbs.com/716135f2470f0f70634dbdf0c87cef35\" tg-width=\"1103\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/>Figure 2: FAAMG performance year-to-date.<blockquote>图 2：FAAMG 年初至今的表现。</blockquote>The apple does not fall far from the tree<blockquote>苹果落得离树不远</blockquote>The above is the more qualitative, bullish take on Apple stock. But there is also the more quantitative and less upbeat perspective.<blockquote>以上是对苹果股票更定性、更看涨的看法。但也有更多的定量和不那么乐观的前景。</blockquote>First, Apple’s valuations remain fairly rich. The current-year P/E of nearly 26 times is quite high compared to the S&amp;P 500’s multiple of 17.5 times — historically, Apple’s earnings ratio has been consistently lower than the broad market’s.<blockquote>首先，苹果的估值仍然相当高。与标普500 17.5 倍的市盈率相比，苹果今年近 26 倍的市盈率相当高--从历史上看，苹果的市盈率一直低于大盘。</blockquote>Most high-valuation stocks have fallen off a cliff lately. Many of the uber-growth, richly valued names that would be natural candidates for one of Cathie Wood’s ARK portfolio, for example, have already lost at least half of their peak market values. Could AAPL be next?<blockquote>大多数高估值股票最近都跌下了悬崖。例如，凯西-伍德（Cathie Wood）的方舟投资组合中，许多超级增长、估值高的股票已经损失了至少一半的峰值市值。苹果会是下一个吗？</blockquote>Second, Apple stock has historically been pretty sensitive to broad market movements. AAPL’s beta is +1.2,which means that the share price should be reasonably expected to move 20% (or 0.2 times) more than the S&amp;P 500 in either direction.<blockquote>其次，苹果股票历来对大盘市场走势相当敏感。AAPL 的贝塔值为 +1.2，这意味着股价在任何一个方向上的波动都应该比标普500高出 20%（或 0.2 倍）。</blockquote>Therefore, should the broad index tank, history suggests that Apple may also sell off, except even more sharply — that is, the apple does not usually fall far from the tree. Take the four bear and quasi-bear markets since 2000:<blockquote>因此，如果广泛的指数下跌，历史表明苹果也可能遭到抛售，只是幅度更大——也就是说，苹果通常不会离树很远。以2000年以来的四次熊市和准熊市为例：</blockquote><ul><li>Early 2000s: the S&amp;P 500 dipped as much as 47%, while AAPL sank 82%.</li><li>2008-09 financial crisis: the S&amp;P 500 dipped 55%, while AAPL dropped 61%.</li><li>Quasi-bear of Q4’18: the S&amp;P 500 dipped 19.8%, while AAPL shrunk 38%.</li><li>2020 COVID bear: the S&amp;P 500 dipped 34%, and AAPL did better at 31%.</li></ul></body></html><blockquote><ul><li>21世纪初：标普500下跌47%，苹果下跌82%。</li><li>2008-09年金融危机：标普500下跌55%，苹果下跌61%。</li><li>2018 年第四季度准熊市： 标普500下跌 19.8%，苹果公司缩水 38%。</li><li>2020 年新冠熊：标普500下跌 34%，苹果公司表现更好，为 31%。</li></ul></blockquote>","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>Can Apple Stock Weather This Storm In The Markets?<blockquote>苹果股票能否经受住这场市场风暴？</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\">\nCan Apple Stock Weather This Storm In The Markets?<blockquote>苹果股票能否经受住这场市场风暴？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2022-05-11 23:10\n\n</h4>\n</header>\n<article>\n<html><head></head><body>The S&amp;P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the broad market dip further from here?<blockquote><html><head></head><body>标普500正在接近熊市区域。苹果股票是一个藏身的好地方吗，大盘应该从这里进一步下跌吗？</body></html></blockquote>The stock markets have decisively turned south. As of the writing of this sentence, both the S&amp;P 500 and Apple stock have corrected around 15% from their respective peaks reached early in January 2022.<blockquote>股市果断转向南方。截至撰写本文时，标普500和苹果的股价均较 2022 年 1 月初达到的峰值回调了约 15%。</blockquote>As the S&amp;P 500 approaches bear territory (i.e., a 20%-plus decline, something that has happened only once in the past decade), I ask the question: can AAPL endure the upcoming selloff better than other stocks?<blockquote>随着标普500接近熊市区域（即下跌 20% 以上，这种情况在过去十年中只发生过一次），我提出了一个问题：苹果公司能比其他股票更好地承受即将到来的抛售吗？</blockquote><img src=\"https://static.tigerbbs.com/4797cf9c26621e8daaab0233dd55a0fe\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/>Figure 1: Can Apple Stock Weather This Storm In The Markets?<blockquote>图 1：苹果股票能否经受住这场市场风暴？</blockquote>AAPL: outperformer in distressed times?<blockquote>AAPL：在困难时期表现出色？</blockquote>From a business perspective, Apple seems to be performing well, regardless of unfavorable macroeconomic forces and despite supply chain issues.<blockquote>从商业角度来看，尽管存在不利的宏观经济力量和供应链问题，苹果似乎表现良好。</blockquote>Some even argue that the Cupertino company can do better than the average company in times like these. This is because of world-class supply chain management, along with peak demand and brand appreciation that should help to protect Apple’s pricing power.<blockquote>有些人甚至认为，在这种时候，库比蒂诺公司可以比普通公司做得更好。这是因为世界一流的供应链管理，以及需求高峰和品牌升值，都有助于保护苹果的定价权。</blockquote>This may help to explain why Apple has not lost too much of its market value since reaching a January 2022 peak — at least compared to other stocks. While Amazon, Alphabet and Microsoft have been down at least 20% so far this year, Apple has declined “only” 15%.<blockquote>这可能有助于解释为什么苹果自 2022 年 1 月达到峰值以来没有损失太多市值——至少与其他股票相比是这样。今年到目前为止，亚马逊、Alphabet和微软的股价至少下跌了 20%，而苹果 “仅 ”下跌了 15%。</blockquote><img src=\"https://static.tigerbbs.com/716135f2470f0f70634dbdf0c87cef35\" tg-width=\"1103\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/>Figure 2: FAAMG performance year-to-date.<blockquote>图 2：FAAMG 年初至今的表现。</blockquote>The apple does not fall far from the tree<blockquote>苹果落得离树不远</blockquote>The above is the more qualitative, bullish take on Apple stock. But there is also the more quantitative and less upbeat perspective.<blockquote>以上是对苹果股票更定性、更看涨的看法。但也有更多的定量和不那么乐观的前景。</blockquote>First, Apple’s valuations remain fairly rich. The current-year P/E of nearly 26 times is quite high compared to the S&amp;P 500’s multiple of 17.5 times — historically, Apple’s earnings ratio has been consistently lower than the broad market’s.<blockquote>首先，苹果的估值仍然相当高。与标普500 17.5 倍的市盈率相比，苹果今年近 26 倍的市盈率相当高--从历史上看，苹果的市盈率一直低于大盘。</blockquote>Most high-valuation stocks have fallen off a cliff lately. Many of the uber-growth, richly valued names that would be natural candidates for one of Cathie Wood’s ARK portfolio, for example, have already lost at least half of their peak market values. Could AAPL be next?<blockquote>大多数高估值股票最近都跌下了悬崖。例如，凯西-伍德（Cathie Wood）的方舟投资组合中，许多超级增长、估值高的股票已经损失了至少一半的峰值市值。苹果会是下一个吗？</blockquote>Second, Apple stock has historically been pretty sensitive to broad market movements. AAPL’s beta is +1.2,which means that the share price should be reasonably expected to move 20% (or 0.2 times) more than the S&amp;P 500 in either direction.<blockquote>其次，苹果股票历来对大盘市场走势相当敏感。AAPL 的贝塔值为 +1.2，这意味着股价在任何一个方向上的波动都应该比标普500高出 20%（或 0.2 倍）。</blockquote>Therefore, should the broad index tank, history suggests that Apple may also sell off, except even more sharply — that is, the apple does not usually fall far from the tree. Take the four bear and quasi-bear markets since 2000:<blockquote>因此，如果广泛的指数下跌，历史表明苹果也可能遭到抛售，只是幅度更大——也就是说，苹果通常不会离树很远。以2000年以来的四次熊市和准熊市为例：</blockquote><ul><li>Early 2000s: the S&amp;P 500 dipped as much as 47%, while AAPL sank 82%.</li><li>2008-09 financial crisis: the S&amp;P 500 dipped 55%, while AAPL dropped 61%.</li><li>Quasi-bear of Q4’18: the S&amp;P 500 dipped 19.8%, while AAPL shrunk 38%.</li><li>2020 COVID bear: the S&amp;P 500 dipped 34%, and AAPL did better at 31%.</li></ul></body></html><blockquote><ul><li>21世纪初：标普500下跌47%，苹果下跌82%。</li><li>2008-09年金融危机：标普500下跌55%，苹果下跌61%。</li><li>2018 年第四季度准熊市： 标普500下跌 19.8%，苹果公司缩水 38%。</li><li>2020 年新冠熊：标普500下跌 34%，苹果公司表现更好，为 31%。</li></ul></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-weather-this-storm-in-the-markets\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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.thestreet.com/apple/stock/can-apple-stock-weather-this-storm-in-the-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234662717","content_text":"The S&P 500 is approaching bear market territory. Is Apple stock a good place to hide, should the broad market dip further from here?The stock markets have decisively turned south. As of the writing of this sentence, both the S&P 500 and Apple stock have corrected around 15% from their respective peaks reached early in January 2022.As the S&P 500 approaches bear territory (i.e., a 20%-plus decline, something that has happened only once in the past decade), I ask the question: can AAPL endure the upcoming selloff better than other stocks?Figure 1: Can Apple Stock Weather This Storm In The Markets?AAPL: outperformer in distressed times?From a business perspective, Apple seems to be performing well, regardless of unfavorable macroeconomic forces and despite supply chain issues.Some even argue that the Cupertino company can do better than the average company in times like these. This is because of world-class supply chain management, along with peak demand and brand appreciation that should help to protect Apple’s pricing power.This may help to explain why Apple has not lost too much of its market value since reaching a January 2022 peak — at least compared to other stocks. While Amazon, Alphabet and Microsoft have been down at least 20% so far this year, Apple has declined “only” 15%.Figure 2: FAAMG performance year-to-date.The apple does not fall far from the treeThe above is the more qualitative, bullish take on Apple stock. But there is also the more quantitative and less upbeat perspective.First, Apple’s valuations remain fairly rich. The current-year P/E of nearly 26 times is quite high compared to the S&P 500’s multiple of 17.5 times — historically, Apple’s earnings ratio has been consistently lower than the broad market’s.Most high-valuation stocks have fallen off a cliff lately. Many of the uber-growth, richly valued names that would be natural candidates for one of Cathie Wood’s ARK portfolio, for example, have already lost at least half of their peak market values. Could AAPL be next?Second, Apple stock has historically been pretty sensitive to broad market movements. AAPL’s beta is +1.2,which means that the share price should be reasonably expected to move 20% (or 0.2 times) more than the S&P 500 in either direction.Therefore, should the broad index tank, history suggests that Apple may also sell off, except even more sharply — that is, the apple does not usually fall far from the tree. Take the four bear and quasi-bear markets since 2000:Early 2000s: the S&P 500 dipped as much as 47%, while AAPL sank 82%.2008-09 financial crisis: the S&P 500 dipped 55%, while AAPL dropped 61%.Quasi-bear of Q4’18: the S&P 500 dipped 19.8%, while AAPL shrunk 38%.2020 COVID bear: the S&P 500 dipped 34%, and AAPL did better at 31%.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":6263,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":25,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/612880356"}