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2021-12-16
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Why analysts love Apple right now<blockquote>为什么分析师现在喜欢苹果</blockquote>
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If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for ","content":"<p>Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.</p><p><blockquote>苹果(AAPL)的市值再次逼近3万亿美元。如果达到要求股价达到182.86美元的目标,苹果将处于历史高位。分析师们很喜欢它。</blockquote></p><p> This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.</p><p><blockquote>仅本月,摩根士丹利的Katy Huberty、摩根大通的Samik Chatterjee和Evercore ISI的Amit Daryanani就将该股目标价上调至200美元。周二,美国银行全球研究部的瓦姆西·莫汉(Wamsi Mohan)将该股评级从中性上调至买入,并将股价目标上调至210美元。</blockquote></p><p> Several factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.</p><p><blockquote>有几个因素促使分析师奉承苹果:对苹果iPhone的乐观情绪、其即将推出的产品(包括传闻中的AR/VR耳机),以及该公司通过其服务业务吸引消费者并将他们留在那里的能力。</blockquote></p><p> “We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”</p><p><blockquote>Mohan在最近的一份分析师报告中写道:“我们预计苹果将在2022年底或2023年初推出增强现实/虚拟现实(AR/VR)耳机。”“我们认为这项技术改变了游戏规则,因为它将支持许多需要高性能硬件和更高访问速度的新应用程序。”</blockquote></p><p> Apple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.</p><p><blockquote>据彭博社的Mark Gurman称,苹果的AR/VR耳机价格可能超过3000美元,适用于游戏、娱乐和通信。这款耳机的传闻已经有一段时间了,苹果申请了与该技术相关的各种专利。</blockquote></p><p> “I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.</p><p><blockquote>“我认为许多人和投资者正在考虑的是,‘嘿,如果他们转向眼镜,很多人期望在22年看到的AR和VR眼镜,这是另一个真正建立在这个基础上的机会TECHnalysis Research总裁Bob O’Donnell告诉雅虎财经直播。</blockquote></p><p> Apple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.</p><p><blockquote>苹果的服务业务(包括其应用商店)是该公司发展的主要症结之一。毕竟,如果你有一部iPhone,你就会购买应用程序,当需要买一部新手机时,你可能会购买另一部iPhone来保留这些应用程序。</blockquote></p><p> The same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.</p><p><blockquote>如果苹果能够争取到它在iPhone上已经享有的第三方开发者支持,同样的想法也适用于该公司的AR/VR耳机。</blockquote></p><p> “We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.</p><p><blockquote>“随着用例超越游戏和远程服务的发展,并演变成一种全新的世界数字交互方式,我们看到了相对于iPad更多服务货币化的潜力,我们采访过的AR/VR专家将其视为长期杀手AR/VR应用,”Huberty在12月7日的分析师报告中写道。</blockquote></p><p> Of course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.</p><p><blockquote>当然,苹果的iPhone仍然是苹果营收的主要驱动力。尽管供应链问题颠覆了全球几乎所有行业,但苹果似乎正在走出困境。</blockquote></p><p> “Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”</p><p><blockquote>休伯蒂写道:“我们的检查表明,iPhone产量的增长令人惊讶,因为苹果并未经历与9月份季度相同程度的制造中断。”“虽然呈上升趋势的新冠病例值得监控,因为它们可能会造成新的生产瓶颈,但我们认为供应上升是iPhone 12月季度业绩更好的驱动因素。”</blockquote></p><p> Taken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.</p><p><blockquote>综上所述,分析师显然认为苹果的新耳机以及相关应用和服务业务(更不用说iPhone)将成为催化剂,不仅将推动苹果突破3万亿美元大关,还将推动该公司股价进一步走高。</blockquote></p><p> “Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”</p><p><blockquote>Manhattan Venture Partners研究主管Santosh Rao告诉雅虎财经直播:“苹果的崛起证明了其强大的商业模式。”“这是一个惊人的故事。”</blockquote></p><p> “We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”</p><p><blockquote>“我们有汽车上路、5G更新以及许多其他事情,当然,服务业务非常强劲,”他说。“所以总的来说,这是一家处于有利地位的公司。”</blockquote></p><p> Now Apple just has to prove the analysts’ optimism correct.</p><p><blockquote>现在苹果只需要证明分析师的乐观是正确的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nWhy analysts love Apple right now<blockquote>为什么分析师现在喜欢苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-16 22:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.</p><p><blockquote>苹果(AAPL)的市值再次逼近3万亿美元。如果达到要求股价达到182.86美元的目标,苹果将处于历史高位。分析师们很喜欢它。</blockquote></p><p> This month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.</p><p><blockquote>仅本月,摩根士丹利的Katy Huberty、摩根大通的Samik Chatterjee和Evercore ISI的Amit Daryanani就将该股目标价上调至200美元。周二,美国银行全球研究部的瓦姆西·莫汉(Wamsi Mohan)将该股评级从中性上调至买入,并将股价目标上调至210美元。</blockquote></p><p> Several factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.</p><p><blockquote>有几个因素促使分析师奉承苹果:对苹果iPhone的乐观情绪、其即将推出的产品(包括传闻中的AR/VR耳机),以及该公司通过其服务业务吸引消费者并将他们留在那里的能力。</blockquote></p><p> “We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”</p><p><blockquote>Mohan在最近的一份分析师报告中写道:“我们预计苹果将在2022年底或2023年初推出增强现实/虚拟现实(AR/VR)耳机。”“我们认为这项技术改变了游戏规则,因为它将支持许多需要高性能硬件和更高访问速度的新应用程序。”</blockquote></p><p> Apple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.</p><p><blockquote>据彭博社的Mark Gurman称,苹果的AR/VR耳机价格可能超过3000美元,适用于游戏、娱乐和通信。这款耳机的传闻已经有一段时间了,苹果申请了与该技术相关的各种专利。</blockquote></p><p> “I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.</p><p><blockquote>“我认为许多人和投资者正在考虑的是,‘嘿,如果他们转向眼镜,很多人期望在22年看到的AR和VR眼镜,这是另一个真正建立在这个基础上的机会TECHnalysis Research总裁Bob O’Donnell告诉雅虎财经直播。</blockquote></p><p> Apple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.</p><p><blockquote>苹果的服务业务(包括其应用商店)是该公司发展的主要症结之一。毕竟,如果你有一部iPhone,你就会购买应用程序,当需要买一部新手机时,你可能会购买另一部iPhone来保留这些应用程序。</blockquote></p><p> The same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.</p><p><blockquote>如果苹果能够争取到它在iPhone上已经享有的第三方开发者支持,同样的想法也适用于该公司的AR/VR耳机。</blockquote></p><p> “We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.</p><p><blockquote>“随着用例超越游戏和远程服务的发展,并演变成一种全新的世界数字交互方式,我们看到了相对于iPad更多服务货币化的潜力,我们采访过的AR/VR专家将其视为长期杀手AR/VR应用,”Huberty在12月7日的分析师报告中写道。</blockquote></p><p> Of course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.</p><p><blockquote>当然,苹果的iPhone仍然是苹果营收的主要驱动力。尽管供应链问题颠覆了全球几乎所有行业,但苹果似乎正在走出困境。</blockquote></p><p> “Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”</p><p><blockquote>休伯蒂写道:“我们的检查表明,iPhone产量的增长令人惊讶,因为苹果并未经历与9月份季度相同程度的制造中断。”“虽然呈上升趋势的新冠病例值得监控,因为它们可能会造成新的生产瓶颈,但我们认为供应上升是iPhone 12月季度业绩更好的驱动因素。”</blockquote></p><p> Taken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.</p><p><blockquote>综上所述,分析师显然认为苹果的新耳机以及相关应用和服务业务(更不用说iPhone)将成为催化剂,不仅将推动苹果突破3万亿美元大关,还将推动该公司股价进一步走高。</blockquote></p><p> “Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”</p><p><blockquote>Manhattan Venture Partners研究主管Santosh Rao告诉雅虎财经直播:“苹果的崛起证明了其强大的商业模式。”“这是一个惊人的故事。”</blockquote></p><p> “We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”</p><p><blockquote>“我们有汽车上路、5G更新以及许多其他事情,当然,服务业务非常强劲,”他说。“所以总的来说,这是一家处于有利地位的公司。”</blockquote></p><p> Now Apple just has to prove the analysts’ optimism correct.</p><p><blockquote>现在苹果只需要证明分析师的乐观是正确的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html\">Yahoo Finance</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://finance.yahoo.com/news/why-analysts-love-apple-right-now-140655190.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121295991","content_text":"Apple’s (AAPL) market capitalization is once again closing in on $3 trillion. If and when it hits the mark, which will require shares to reach $182.86, Apple will be in historic territory. And analysts are loving it.\nThis month alone, Katy Huberty of Morgan Stanley, Samik Chatterjee of JPMorgan, and Amit Daryanani of Evercore ISI have raised their price targets on the stock to $200. And on Tuesday BofA Global Research’s Wamsi Mohan upgraded the stock from neutral to buy and raised his price target for shares to $210.\nSeveral factors are spurring analysts to fawn over Apple: Optimism for Apple’s iPhone, its coming products including its rumored AR/VR headset, and the company’s ability to suck in consumers and keep them there through its services business.\n“We expect Apple to introduce an augmented reality/virtual reality (AR/VR) headset, either by the end of 2022 or early 2023,” Mohan wrote in a recent analyst note. “We view this technology as a game-changer as it will enable many new applications which will require high performance hardware and higher access speeds.”\nApple’s AR/VR headset,according to Bloomberg’s Mark Gurman, could cost upwards of $3,000 and be geared to gaming, entertainment, and communications. The headset has been rumored for some time, with Apple filing various patents related to the technology.\n“I think what a number of people and investors are thinking about is, ‘Hey, if they move to the glasses, the AR and VR glasses that a lot of people expect to see in '22, that's another opportunity to really build on this incredible ecosystem of device owners, and iOS, and Mac OS holders that really love their devices,’ ” TECHnalysis Research president Bob O’Donnell told Yahoo Finance Live.\nApple’s Services business, which includes its App Store, is one of the major sticking points the company has going for it. After all, if you own an iPhone, you’re going to buy apps, and when it’s time to get a new phone you’ll likely buy another iPhone to keep those apps.\nThe same idea would apply to the company’s AR/VR headset if Apple can wrangle the kind of third-party developer support it already enjoys on the iPhone.\n“We see the potential for more Services monetization relative to iPad as use cases develop beyond gaming and remote servicing and evolve into a whole new way in which the world digitally interacts, which AR/VR experts we've spoken with view as the long-term killer AR/VR application,” Huberty wrote in a Dec. 7 analyst note.\nOf course, Apple’s iPhone is still the major driver of Apple’s revenue. And despite the supply chain problems that have upended nearly every industry around the world, Apple seems to be coming out of the crunch.\n“Our checks indicate iPhone production is surprising to the upside as Apple hasn't experienced the same level of manufacturing disruptions as in the September quarter,” Huberty wrote. “While upward trending COVID cases are worth monitoring given they could create new production bottlenecks, we view supply upside as a driver of better December quarter iPhone results.”\nTaken together, it’s clear analysts believe Apple’s new headset and related apps and services business, not to mention the iPhone, will serve as the catalysts that will not only push Apple over the $3 trillion mark, but send the company’s stock even higher.\n“Apple's rise is testament to its strong business model,” Santosh Rao, Manhattan Venture Partners’ head of research, told Yahoo Finance Live. “It's an amazing story.”\n“We have the cars coming up down the road, the 5G refresh, and so many other things, the services business, of course, is very strong,” he said. “So overall combined, this is a company that's well situated.”\nNow Apple just has to prove the analysts’ optimism correct.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":837,"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":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690646950"}
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