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2021-12-30

yes. Good choice

Is Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692114344,"tweetId":"692114344","gmtCreate":1640874143122,"gmtModify":1640874150946,"author":{"id":3564565270877568,"idStr":"3564565270877568","authorId":3564565270877568,"authorIdStr":"3564565270877568","name":"PS153","avatar":"https://static.tigerbbs.com/2e185e8aa9ee6ee618f951b9141b9e40","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":93,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>yes.&nbsp; Good choice</body></html>","htmlText":"<html><head></head><body>yes.&nbsp; Good choice</body></html>","text":"yes. Good choice","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692114344","repostId":1181320224,"repostType":4,"repost":{"id":"1181320224","kind":"news","pubTimestamp":1640869824,"share":"https://www.laohu8.com/m/news/1181320224?lang=zh_CN&edition=full","pubTime":"2021-12-30 21:10","market":"us","language":"en","title":"Is Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181320224","media":"Motley Fool","summary":"As concerns around inflation linger, some investors may adjust portfolios away from growth stocks in 2022.","content":"<html><head></head><body>Key Points<blockquote><html><head></head><body>要点</body></html></blockquote><ul><li>Some might think it prudent to lock in their gains as Apple&#39;s market cap nears $3 trillion.</li><li>Demand for iPhone13 is weakening as we head into 2022.</li><li>New products such as a virtual reality headset are rumored to enter the market in 2022 and could serve as a new growth catalyst for the company.</li></ul>The market has witnessed significant sell-offs in many growth stocks over the last several weeks. These sell-offs were driven by many different factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax harvesting. As a result, valuation multiples have compressed, making it challenging for investors to navigate which stocks may be worth exploring for 2022.Apple(NASDAQ:AAPL) stock is up nearly 40% year to date, handily topping the S&amp;P 500&#39;s return of 28%. But as demand for the iPhone 13 wanes and the company&#39;s market capitalization climbs higher, whether to hold onto Apple stock or sell in the new year is a tough decision for investors.<blockquote><ul><li>有些人可能认为，随着苹果市值接近3万亿美元，锁定收益是谨慎的做法。</li><li>随着我们进入2022年，对iPhone13的需求正在减弱。</li><li>据传虚拟现实耳机等新产品将于2022年进入市场，并可能成为该公司新的增长催化剂。</li></ul>过去几周，市场见证了许多成长型股票的大幅抛售。这些抛售是由许多不同因素推动的，包括居家股票增长放缓、对通胀挥之不去的担忧以及税收征收。因此，估值倍数有所压缩，使得投资者很难判断2022年哪些股票可能值得探索。苹果（纳斯达克：AAPL）股价今年迄今已上涨近40%，轻松超越大盘标普500回报率为28%。但随着iPhone 13需求减弱以及该公司市值攀升，对于投资者来说，是持有苹果股票还是在新的一年出售是一个艰难的决定。</blockquote>Can Apple&#39;s market cap go any higher?<blockquote>苹果的市值还能再高吗？</blockquote>As of the time of this article, Apple is the largest company in the world by market capitalization, closing in on a valuation of $3 trillion. For the fiscal quarter ended Sept. 25, Apple reported 29% revenue growth year over year. The company generated 33% growth on the product side of the business driven by strong iPhone sales, and also reported 26% growth in services while wearables grew 13% year over year. What may be even more impressive than its revenue growth is the amount of cash that Apple generates; the company&#39;s trailing-12-month free cash flow is $93 billion.<blockquote>截至本文撰写时，苹果是全球市值最大的公司，估值接近3万亿美元。截至9月25日的财季，苹果报告收入同比增长29%。在iPhone强劲销售的推动下，该公司的产品业务增长了33%，服务业务也增长了26%，而可穿戴设备同比增长了13%。可能比其收入增长更令人印象深刻的是苹果产生的现金数量；该公司过去12个月的自由现金流为930亿美元。</blockquote>Apple is commanding strong growth across its entire suite of revenue streams from services, wearables, and other hardware products. Although the long-term prospects for Apple appear strong, investors recently learned that the Federal Reserve will begin to taper asset purchases in an effort to combat inflation, and it is likely that 2022 will come with multiple rate hikes.<blockquote>苹果的服务、可穿戴设备和其他硬件产品的整个收入流都在强劲增长。尽管苹果的长期前景看起来很强劲，但投资者最近获悉，美联储将开始缩减资产购买规模，以对抗通胀，2022年很可能会出现多次加息。</blockquote>This dynamic presents a conundrum for investors because Apple is generating healthy growth on both the products and services sides of its business. However, given the stock&#39;s year-to-date performance coupled with lingering concerns around inflation, it tempting for investors to trim their existing positions and lock in some gains. Considering the company revised its forecast for iPhone 13 downwards and the supply chain disruptions it is facing, it&#39;s hard to assess whether Apple has any upward momentum that could push the stock higher.<blockquote>这种动态给投资者带来了一个难题，因为苹果在其业务的产品和服务方面都在实现健康增长。然而，鉴于该股今年迄今的表现，加上对通胀挥之不去的担忧，投资者很容易削减现有头寸并锁定部分收益。考虑到该公司下调了对iPhone 13的预测以及其面临的供应链中断，很难评估苹果是否有任何可能推高该股的上涨动力。</blockquote><img src=\"https://static.tigerbbs.com/b687c44e5d0d311e1bdc67cab7731c50\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES<blockquote>图片来源：盖蒂图片社</blockquote>Weak iPhone demand and supply chain challenges<blockquote>iPhone需求疲软和供应链挑战</blockquote>Apple originally forecasted to produce 90 million iPhone 13 models during the final three months of the year, just in time for the holiday shopping season. Due to COVID-fueled supply chain disruptions, key manufacturing partners such as Broadcom and Texas Instruments have struggled to deliver enough components. These supply constraints caused Apple, one of the largest chip buyers in the world, to slash its forecast for the new iPhone by 10 million units.<blockquote>苹果最初预测今年最后三个月将生产9000万部iPhone 13机型，正好赶上假日购物季。由于新冠疫情引发的供应链中断，主要制造合作伙伴，如Broadcom和德州仪器一直在努力交付足够的组件。这些供应限制导致全球最大的芯片买家之一苹果将新款iPhone的预期下调了1000万部。</blockquote>The supply side issues were in addition to another problem for Apple: consumer demand. A recent Bloomberg report indicated that Apple informed its component suppliers thatdemandfor the iPhone 13 was weaker than initially anticipated due to long wait times. Product shortages and ongoing delivery delays for shoppers caused by supply chain issues have some consumers deciding to do without luxury purchases and upgrading to a new iPhone.<blockquote>供应方面的问题是苹果面临的另一个问题：消费者需求。彭博社最近的一份报告表明，苹果通知其零部件供应商，要求由于等待时间长，iPhone 13的表现弱于最初的预期。供应链问题导致的产品短缺和购物者持续的交付延迟让一些消费者决定不购买奢侈品并升级到新iPhone。</blockquote>With this recipe of problems, it is easy for investors to lose sight of the bigger picture. It is important to keep in mind that the disorder caused by inflation and supply chain will not last forever. Rather, these are hiccups that investors must learn to navigate during times of economic uncertainty.<blockquote>由于存在这些问题，投资者很容易忽视大局。重要的是要记住，通货膨胀和供应链造成的混乱不会永远持续下去。相反，这些是投资者在经济不确定时期必须学会应对的问题。</blockquote>But Apple has major optionality on its side. Despite weaker than anticipated iPhone 13 demand, the company is not anchoring itself on one singular product release. Apple is investing in new product development and investors should expect to see these materialize in 2022. Namely, the company is set to launch its iPhone SE 3 during the first half of 2022. This could serve as a lucrative catalyst for Apple because this device is more budget friendly compared to higher-end hardware. Additionally, a number of new patents filed by Apple have some analysts speculating that the company&#39;s next blockbuster hit is less than a year away.<blockquote>但苹果有很大的选择余地。尽管iPhone 13的需求弱于预期，但该公司并没有专注于一款单一产品的发布。苹果正在投资新产品开发，投资者应该预计这些将在2022年实现。也就是说，该公司将于2022年上半年推出iPhone SE 3。这可能会成为苹果利润丰厚的催化剂，因为与高端硬件相比，这款设备更经济实惠。此外，苹果申请的多项新专利让一些分析师猜测，距离该公司的下一个重磅炸弹还有不到一年的时间。</blockquote><img src=\"https://static.tigerbbs.com/8a904191373c7448dd74f7bc84dbae91\" tg-width=\"2000\" tg-height=\"1054\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES<blockquote>图片来源：盖蒂图片社</blockquote>Is Apple entering the metaverse?<blockquote>苹果正在进军元宇宙吗？</blockquote>In late November,Morgan Stanley issued a note to investors highlighting that Apple is planning to launch a new hardware product, in particular an augmented reality/virtual reality (AR/VR) headset. Apple analyst Ming-Chi Kuo is estimating that the headset could launch during the fourth quarter of 2022. Apple&#39;s entrance to the metaverse looks even more likely as a new Bloomberg report suggests that the company hired Meta Platforms&#39;(NASDAQ:FB) augmented reality communications lead.<blockquote>11月下旬，摩根士丹利向投资者发布了一份报告，强调苹果正计划推出一款新的硬件产品，特别是增强现实/虚拟现实（AR/VR）耳机。苹果分析师郭明錤估计，这款耳机可能会在2022年第四季度推出。彭博社的一份新报告显示，苹果进入虚拟宇宙的可能性似乎更大，该公司聘请了元平台（纳斯达克：FB）增强现实通信领先。</blockquote>According to data from IDC, Meta holds the top spot for global shipments of VR headsets, controlling 75% of the market. However,Apple&#39;s entrance into the metaverse could open up another multi-billion dollar opportunity for the company as it looks to steal market share away from Meta and other incumbents. Per IDC&#39;s forecast, the market for AR/VR headsets will increase from 9 million units in 2021 to 50 million by 2025.<blockquote>根据IDC的数据，Meta占据了全球VR头显出货量的头把交椅，控制了75%的市场。不过，苹果进军元宇宙可能为该公司带来另一个价值数十亿美元的机会，因为它希望从Meta和其他现任者手中窃取市场份额。根据IDC的预测，AR/VR头戴设备的市场将从2021年的900万台增加到2025年的5000万台。</blockquote>Now what?<blockquote>现在怎么办？</blockquote>On the surface, trimming an existing position and taking some gains off the table may seem like a prudent option, if not a tempting one. Although the Federal Reserve provided some clarity on how it plans to combat inflation, concrete timeframes around tapering and rate hikes are still variable. For this reason, investors cannot know for certain when supply chain challenges will subside, allowing Apple and its suppliers the ability to operate under more normal circumstances.<blockquote>从表面上看，削减现有头寸并取消一些收益似乎是一个谨慎的选择，如果不是一个诱人的选择的话。尽管美联储就其计划如何对抗通胀提供了一些明确信息，但围绕缩减和加息的具体时间框架仍存在变数。因此，投资者无法确定供应链挑战何时会消退，从而使苹果及其供应商能够在更正常的情况下运营。</blockquote>Despite these uncertainties, Apple has several catalysts in its pipeline which should provide investors some confidence. New iPhones and the launch of an AR/VR headset, the latter of which will allow Apple to enter a new addressable market served by both its productandservices businesses, make it hard to contest that growthisn&#39;ton the horizon. The biggest questions revolve around when this growth could occur and to what magnitude. Although investors cannot go wrong taking a profit, Apple&#39;s strong balance sheet and product expertise make it a compelling must-buy (and hold) stock for 2022.<blockquote>尽管存在这些不确定性，苹果仍有几个催化剂正在酝酿之中，这应该会给投资者带来一些信心。新款iPhone和AR/VR头戴设备的推出，后者将使苹果进入其两种产品所服务的新目标市场和服务企业，使其难以竞争这种增长不是在地平线上。最大的问题围绕着这种增长何时会发生以及增长到什么程度。尽管投资者获利了结不会出错，但苹果强劲的资产负债表和产品专业知识使其成为2022年引人注目的必买（并持有）股票。</blockquote></body></html><blockquote></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>Is Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</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\">\nIs Apple a Must Own Stock in 2022?<blockquote>苹果是2022年必须持有的股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-30 21:10\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Key Points<blockquote><html><head></head><body>要点</body></html></blockquote><ul><li>Some might think it prudent to lock in their gains as Apple&#39;s market cap nears $3 trillion.</li><li>Demand for iPhone13 is weakening as we head into 2022.</li><li>New products such as a virtual reality headset are rumored to enter the market in 2022 and could serve as a new growth catalyst for the company.</li></ul>The market has witnessed significant sell-offs in many growth stocks over the last several weeks. These sell-offs were driven by many different factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax harvesting. As a result, valuation multiples have compressed, making it challenging for investors to navigate which stocks may be worth exploring for 2022.Apple(NASDAQ:AAPL) stock is up nearly 40% year to date, handily topping the S&amp;P 500&#39;s return of 28%. But as demand for the iPhone 13 wanes and the company&#39;s market capitalization climbs higher, whether to hold onto Apple stock or sell in the new year is a tough decision for investors.<blockquote><ul><li>有些人可能认为，随着苹果市值接近3万亿美元，锁定收益是谨慎的做法。</li><li>随着我们进入2022年，对iPhone13的需求正在减弱。</li><li>据传虚拟现实耳机等新产品将于2022年进入市场，并可能成为该公司新的增长催化剂。</li></ul>过去几周，市场见证了许多成长型股票的大幅抛售。这些抛售是由许多不同因素推动的，包括居家股票增长放缓、对通胀挥之不去的担忧以及税收征收。因此，估值倍数有所压缩，使得投资者很难判断2022年哪些股票可能值得探索。苹果（纳斯达克：AAPL）股价今年迄今已上涨近40%，轻松超越大盘标普500回报率为28%。但随着iPhone 13需求减弱以及该公司市值攀升，对于投资者来说，是持有苹果股票还是在新的一年出售是一个艰难的决定。</blockquote>Can Apple&#39;s market cap go any higher?<blockquote>苹果的市值还能再高吗？</blockquote>As of the time of this article, Apple is the largest company in the world by market capitalization, closing in on a valuation of $3 trillion. For the fiscal quarter ended Sept. 25, Apple reported 29% revenue growth year over year. The company generated 33% growth on the product side of the business driven by strong iPhone sales, and also reported 26% growth in services while wearables grew 13% year over year. What may be even more impressive than its revenue growth is the amount of cash that Apple generates; the company&#39;s trailing-12-month free cash flow is $93 billion.<blockquote>截至本文撰写时，苹果是全球市值最大的公司，估值接近3万亿美元。截至9月25日的财季，苹果报告收入同比增长29%。在iPhone强劲销售的推动下，该公司的产品业务增长了33%，服务业务也增长了26%，而可穿戴设备同比增长了13%。可能比其收入增长更令人印象深刻的是苹果产生的现金数量；该公司过去12个月的自由现金流为930亿美元。</blockquote>Apple is commanding strong growth across its entire suite of revenue streams from services, wearables, and other hardware products. Although the long-term prospects for Apple appear strong, investors recently learned that the Federal Reserve will begin to taper asset purchases in an effort to combat inflation, and it is likely that 2022 will come with multiple rate hikes.<blockquote>苹果的服务、可穿戴设备和其他硬件产品的整个收入流都在强劲增长。尽管苹果的长期前景看起来很强劲，但投资者最近获悉，美联储将开始缩减资产购买规模，以对抗通胀，2022年很可能会出现多次加息。</blockquote>This dynamic presents a conundrum for investors because Apple is generating healthy growth on both the products and services sides of its business. However, given the stock&#39;s year-to-date performance coupled with lingering concerns around inflation, it tempting for investors to trim their existing positions and lock in some gains. Considering the company revised its forecast for iPhone 13 downwards and the supply chain disruptions it is facing, it&#39;s hard to assess whether Apple has any upward momentum that could push the stock higher.<blockquote>这种动态给投资者带来了一个难题，因为苹果在其业务的产品和服务方面都在实现健康增长。然而，鉴于该股今年迄今的表现，加上对通胀挥之不去的担忧，投资者很容易削减现有头寸并锁定部分收益。考虑到该公司下调了对iPhone 13的预测以及其面临的供应链中断，很难评估苹果是否有任何可能推高该股的上涨动力。</blockquote><img src=\"https://static.tigerbbs.com/b687c44e5d0d311e1bdc67cab7731c50\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES<blockquote>图片来源：盖蒂图片社</blockquote>Weak iPhone demand and supply chain challenges<blockquote>iPhone需求疲软和供应链挑战</blockquote>Apple originally forecasted to produce 90 million iPhone 13 models during the final three months of the year, just in time for the holiday shopping season. Due to COVID-fueled supply chain disruptions, key manufacturing partners such as Broadcom and Texas Instruments have struggled to deliver enough components. These supply constraints caused Apple, one of the largest chip buyers in the world, to slash its forecast for the new iPhone by 10 million units.<blockquote>苹果最初预测今年最后三个月将生产9000万部iPhone 13机型，正好赶上假日购物季。由于新冠疫情引发的供应链中断，主要制造合作伙伴，如Broadcom和德州仪器一直在努力交付足够的组件。这些供应限制导致全球最大的芯片买家之一苹果将新款iPhone的预期下调了1000万部。</blockquote>The supply side issues were in addition to another problem for Apple: consumer demand. A recent Bloomberg report indicated that Apple informed its component suppliers thatdemandfor the iPhone 13 was weaker than initially anticipated due to long wait times. Product shortages and ongoing delivery delays for shoppers caused by supply chain issues have some consumers deciding to do without luxury purchases and upgrading to a new iPhone.<blockquote>供应方面的问题是苹果面临的另一个问题：消费者需求。彭博社最近的一份报告表明，苹果通知其零部件供应商，要求由于等待时间长，iPhone 13的表现弱于最初的预期。供应链问题导致的产品短缺和购物者持续的交付延迟让一些消费者决定不购买奢侈品并升级到新iPhone。</blockquote>With this recipe of problems, it is easy for investors to lose sight of the bigger picture. It is important to keep in mind that the disorder caused by inflation and supply chain will not last forever. Rather, these are hiccups that investors must learn to navigate during times of economic uncertainty.<blockquote>由于存在这些问题，投资者很容易忽视大局。重要的是要记住，通货膨胀和供应链造成的混乱不会永远持续下去。相反，这些是投资者在经济不确定时期必须学会应对的问题。</blockquote>But Apple has major optionality on its side. Despite weaker than anticipated iPhone 13 demand, the company is not anchoring itself on one singular product release. Apple is investing in new product development and investors should expect to see these materialize in 2022. Namely, the company is set to launch its iPhone SE 3 during the first half of 2022. This could serve as a lucrative catalyst for Apple because this device is more budget friendly compared to higher-end hardware. Additionally, a number of new patents filed by Apple have some analysts speculating that the company&#39;s next blockbuster hit is less than a year away.<blockquote>但苹果有很大的选择余地。尽管iPhone 13的需求弱于预期，但该公司并没有专注于一款单一产品的发布。苹果正在投资新产品开发，投资者应该预计这些将在2022年实现。也就是说，该公司将于2022年上半年推出iPhone SE 3。这可能会成为苹果利润丰厚的催化剂，因为与高端硬件相比，这款设备更经济实惠。此外，苹果申请的多项新专利让一些分析师猜测，距离该公司的下一个重磅炸弹还有不到一年的时间。</blockquote><img src=\"https://static.tigerbbs.com/8a904191373c7448dd74f7bc84dbae91\" tg-width=\"2000\" tg-height=\"1054\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES<blockquote>图片来源：盖蒂图片社</blockquote>Is Apple entering the metaverse?<blockquote>苹果正在进军元宇宙吗？</blockquote>In late November,Morgan Stanley issued a note to investors highlighting that Apple is planning to launch a new hardware product, in particular an augmented reality/virtual reality (AR/VR) headset. Apple analyst Ming-Chi Kuo is estimating that the headset could launch during the fourth quarter of 2022. Apple&#39;s entrance to the metaverse looks even more likely as a new Bloomberg report suggests that the company hired Meta Platforms&#39;(NASDAQ:FB) augmented reality communications lead.<blockquote>11月下旬，摩根士丹利向投资者发布了一份报告，强调苹果正计划推出一款新的硬件产品，特别是增强现实/虚拟现实（AR/VR）耳机。苹果分析师郭明錤估计，这款耳机可能会在2022年第四季度推出。彭博社的一份新报告显示，苹果进入虚拟宇宙的可能性似乎更大，该公司聘请了元平台（纳斯达克：FB）增强现实通信领先。</blockquote>According to data from IDC, Meta holds the top spot for global shipments of VR headsets, controlling 75% of the market. However,Apple&#39;s entrance into the metaverse could open up another multi-billion dollar opportunity for the company as it looks to steal market share away from Meta and other incumbents. Per IDC&#39;s forecast, the market for AR/VR headsets will increase from 9 million units in 2021 to 50 million by 2025.<blockquote>根据IDC的数据，Meta占据了全球VR头显出货量的头把交椅，控制了75%的市场。不过，苹果进军元宇宙可能为该公司带来另一个价值数十亿美元的机会，因为它希望从Meta和其他现任者手中窃取市场份额。根据IDC的预测，AR/VR头戴设备的市场将从2021年的900万台增加到2025年的5000万台。</blockquote>Now what?<blockquote>现在怎么办？</blockquote>On the surface, trimming an existing position and taking some gains off the table may seem like a prudent option, if not a tempting one. Although the Federal Reserve provided some clarity on how it plans to combat inflation, concrete timeframes around tapering and rate hikes are still variable. For this reason, investors cannot know for certain when supply chain challenges will subside, allowing Apple and its suppliers the ability to operate under more normal circumstances.<blockquote>从表面上看，削减现有头寸并取消一些收益似乎是一个谨慎的选择，如果不是一个诱人的选择的话。尽管美联储就其计划如何对抗通胀提供了一些明确信息，但围绕缩减和加息的具体时间框架仍存在变数。因此，投资者无法确定供应链挑战何时会消退，从而使苹果及其供应商能够在更正常的情况下运营。</blockquote>Despite these uncertainties, Apple has several catalysts in its pipeline which should provide investors some confidence. New iPhones and the launch of an AR/VR headset, the latter of which will allow Apple to enter a new addressable market served by both its productandservices businesses, make it hard to contest that growthisn&#39;ton the horizon. The biggest questions revolve around when this growth could occur and to what magnitude. Although investors cannot go wrong taking a profit, Apple&#39;s strong balance sheet and product expertise make it a compelling must-buy (and hold) stock for 2022.<blockquote>尽管存在这些不确定性，苹果仍有几个催化剂正在酝酿之中，这应该会给投资者带来一些信心。新款iPhone和AR/VR头戴设备的推出，后者将使苹果进入其两种产品所服务的新目标市场和服务企业，使其难以竞争这种增长不是在地平线上。最大的问题围绕着这种增长何时会发生以及增长到什么程度。尽管投资者获利了结不会出错，但苹果强劲的资产负债表和产品专业知识使其成为2022年引人注目的必买（并持有）股票。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/30/is-apple-a-must-own-stock-in-2022/\">Motley Fool</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.fool.com/investing/2021/12/30/is-apple-a-must-own-stock-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181320224","content_text":"Key PointsSome might think it prudent to lock in their gains as Apple's market cap nears $3 trillion.Demand for iPhone13 is weakening as we head into 2022.New products such as a virtual reality headset are rumored to enter the market in 2022 and could serve as a new growth catalyst for the company.The market has witnessed significant sell-offs in many growth stocks over the last several weeks. These sell-offs were driven by many different factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax harvesting. As a result, valuation multiples have compressed, making it challenging for investors to navigate which stocks may be worth exploring for 2022.Apple(NASDAQ:AAPL) stock is up nearly 40% year to date, handily topping the S&P 500's return of 28%. But as demand for the iPhone 13 wanes and the company's market capitalization climbs higher, whether to hold onto Apple stock or sell in the new year is a tough decision for investors.Can Apple's market cap go any higher?As of the time of this article, Apple is the largest company in the world by market capitalization, closing in on a valuation of $3 trillion. For the fiscal quarter ended Sept. 25, Apple reported 29% revenue growth year over year. The company generated 33% growth on the product side of the business driven by strong iPhone sales, and also reported 26% growth in services while wearables grew 13% year over year. What may be even more impressive than its revenue growth is the amount of cash that Apple generates; the company's trailing-12-month free cash flow is $93 billion.Apple is commanding strong growth across its entire suite of revenue streams from services, wearables, and other hardware products. Although the long-term prospects for Apple appear strong, investors recently learned that the Federal Reserve will begin to taper asset purchases in an effort to combat inflation, and it is likely that 2022 will come with multiple rate hikes.This dynamic presents a conundrum for investors because Apple is generating healthy growth on both the products and services sides of its business. However, given the stock's year-to-date performance coupled with lingering concerns around inflation, it tempting for investors to trim their existing positions and lock in some gains. Considering the company revised its forecast for iPhone 13 downwards and the supply chain disruptions it is facing, it's hard to assess whether Apple has any upward momentum that could push the stock higher.IMAGE SOURCE: GETTY IMAGESWeak iPhone demand and supply chain challengesApple originally forecasted to produce 90 million iPhone 13 models during the final three months of the year, just in time for the holiday shopping season. Due to COVID-fueled supply chain disruptions, key manufacturing partners such as Broadcom and Texas Instruments have struggled to deliver enough components. These supply constraints caused Apple, one of the largest chip buyers in the world, to slash its forecast for the new iPhone by 10 million units.The supply side issues were in addition to another problem for Apple: consumer demand. A recent Bloomberg report indicated that Apple informed its component suppliers thatdemandfor the iPhone 13 was weaker than initially anticipated due to long wait times. Product shortages and ongoing delivery delays for shoppers caused by supply chain issues have some consumers deciding to do without luxury purchases and upgrading to a new iPhone.With this recipe of problems, it is easy for investors to lose sight of the bigger picture. It is important to keep in mind that the disorder caused by inflation and supply chain will not last forever. Rather, these are hiccups that investors must learn to navigate during times of economic uncertainty.But Apple has major optionality on its side. Despite weaker than anticipated iPhone 13 demand, the company is not anchoring itself on one singular product release. Apple is investing in new product development and investors should expect to see these materialize in 2022. Namely, the company is set to launch its iPhone SE 3 during the first half of 2022. This could serve as a lucrative catalyst for Apple because this device is more budget friendly compared to higher-end hardware. Additionally, a number of new patents filed by Apple have some analysts speculating that the company's next blockbuster hit is less than a year away.IMAGE SOURCE: GETTY IMAGESIs Apple entering the metaverse?In late November,Morgan Stanley issued a note to investors highlighting that Apple is planning to launch a new hardware product, in particular an augmented reality/virtual reality (AR/VR) headset. Apple analyst Ming-Chi Kuo is estimating that the headset could launch during the fourth quarter of 2022. Apple's entrance to the metaverse looks even more likely as a new Bloomberg report suggests that the company hired Meta Platforms'(NASDAQ:FB) augmented reality communications lead.According to data from IDC, Meta holds the top spot for global shipments of VR headsets, controlling 75% of the market. However,Apple's entrance into the metaverse could open up another multi-billion dollar opportunity for the company as it looks to steal market share away from Meta and other incumbents. Per IDC's forecast, the market for AR/VR headsets will increase from 9 million units in 2021 to 50 million by 2025.Now what?On the surface, trimming an existing position and taking some gains off the table may seem like a prudent option, if not a tempting one. Although the Federal Reserve provided some clarity on how it plans to combat inflation, concrete timeframes around tapering and rate hikes are still variable. For this reason, investors cannot know for certain when supply chain challenges will subside, allowing Apple and its suppliers the ability to operate under more normal circumstances.Despite these uncertainties, Apple has several catalysts in its pipeline which should provide investors some confidence. New iPhones and the launch of an AR/VR headset, the latter of which will allow Apple to enter a new addressable market served by both its productandservices businesses, make it hard to contest that growthisn'ton the horizon. The biggest questions revolve around when this growth could occur and to what magnitude. Although investors cannot go wrong taking a profit, Apple's strong balance sheet and product expertise make it a compelling must-buy (and hold) stock for 2022.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4095,"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":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692114344"}