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2021-11-05

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What The Fed’s Decision Means For Apple Stock<blockquote>美联储的决定对苹果股票意味着什么</blockquote>

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H","content":"The Federal Reserve’s announcement that it will start the tapering process sent the Nasdaq higher. Here is how Apple stock could be impacted by November’s monetary policy decision.<blockquote>美联储宣布将启动缩减进程推动纳斯达克走高。以下是苹果股票可能受到11月份货币政策决定的影响。</blockquote> On November 3, the Federal Reserve communicated its highly anticipated&nbsp;decision&nbsp;to begin slowing down the pace of its bond purchases this month. This is the first major step in the US central bank’s monetary policy tightening process.<blockquote>11月3日，美联储宣布了备受期待的决定，将于本月开始放缓债券购买步伐。这是美国央行货币政策收紧进程的第一个重大步骤。</blockquote> <img src=\"https://static.tigerbbs.com/b8dea165a4c3f8375b37ab1560d20bec\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\">Figure 1: Apple store in New York, NY.<blockquote>图1：纽约州纽约市的苹果商店。</blockquote> Today, the Apple Maven discusses what the change in the Fed’s policy might mean for Apple stock. Should investors be encouraged and buy shares, or fear and stay away?<blockquote>今天，这位苹果专家讨论了美联储政策的变化对苹果股票可能意味着什么。投资者应该受到鼓励并购买股票，还是害怕并远离？</blockquote> An anticipated return to normalcy<blockquote>预期的恢复正常</blockquote> As a recap, the beginning of what is known as “tapering” has to do with the Fed’s asset purchase program – one of the tools at the central bank’s disposal to inject liquidity into the economy. Nothing has yet been announced on the increase of short-term interest rates, which the market expects to start happening in the summer of 2022.<blockquote>回顾一下，所谓的“缩减”的开始与美联储的资产购买计划有关——这是央行向经济注入流动性的工具之一。短期利率上调尚未宣布任何消息，市场预计短期利率将于2022年夏季开始上调。</blockquote> I believe that the Federal Reserve’s November policy decision was very much in line with expectations, even though some experts believe that Jerome Powel &amp; Co. should dial up on hawkishness. Despite the absence of surprises, stocks jumped following the press release and the chairman’s speech. The tech-rich Nasdaq index climbed roughly 1% between 2 p.m. EST and the end of the trading day.<blockquote>我认为美联储11月的政策决定非常符合预期，尽管一些专家认为杰罗姆·鲍威尔公司应该加大鹰派态度。尽管没有什么意外，但新闻稿和主席讲话后股市还是上涨了。科技股丰富的纳斯达克指数在下午2点之间上涨了约1%。美国东部时间和交易日结束。</blockquote> How it impacts AAPL<blockquote>它如何影响AAPL</blockquote> I do not believe that the size of the Fed’s balance sheet or a potential 50- to 100-basis point increase in short term rates over the next two years matter much to Apple’s business. Therefore, from a fundamentals perspective, I think that Wednesday’s monetary policy event was net neutral for the company.<blockquote>我认为美联储资产负债表的规模或未来两年短期利率可能上升50至100个基点对苹果的业务没有多大影响。因此，从基本面角度来看，我认为周三的货币政策事件对公司来说是净中性的。</blockquote> But still, I think that investors have reasons to be optimistic about holding shares of the Cupertino tech giant. The same-day spike in the Nasdaq suggests that there is a market appetite for tech stock, even in an environment of (1) less monetary support for the economy and (2) rising yields. As a reminder, growth stocks&nbsp;often traded opposite the direction&nbsp;of interest rates through most of 2021.<blockquote>但我仍然认为投资者有理由对持有这家库比蒂诺科技巨头的股票持乐观态度。纳斯达克当天的飙升表明，即使在(1)对经济的货币支持减少和(2)收益率上升的环境下，市场对科技股仍有兴趣。提醒一下，在2021年的大部分时间里，成长型股票的交易方向往往与利率方向相反。</blockquote> Also, the US central bank seems to be cautious enough about the monetary tightening process, more so than many of its counterparts in other countries. I believe that more predictability and fewer sudden moves bode very well for stocks in general – and for AAPL specifically.<blockquote>此外，美国央行似乎对货币紧缩过程足够谨慎，比其他国家的许多同行更加谨慎。我相信，更多的可预测性和更少的突然波动对整个股票来说是个好兆头，尤其是对苹果公司来说。</blockquote> Keep an eye on what matters<blockquote>关注重要的事情</blockquote> Having said the above, I think that AAPL investors should now turn their attention back towards what matters most. The company’s fundamentals remain strong,as I have been arguing&nbsp;even after mildly disappointing fiscal Q4 earnings.<blockquote>综上所述，我认为AAPL投资者现在应该将注意力重新转向最重要的事情。正如我一直认为的那样，即使第四季度财报略显令人失望，该公司的基本面仍然强劲。</blockquote> Also, AAPL stock price remains below all-time highs at $151 apiece, although not by much. Trading at a fiscal 2022 P/E of 26 times, I believe that valuations are conservative enough to warrant a buy at current levels – even if they may not suggest a bargain, necessarily.<blockquote>此外，AAPL股价仍低于每股151美元的历史高点，尽管跌幅不大。以2022财年市盈率26倍计算，我认为估值足够保守，值得在当前水平买入——即使它们不一定意味着便宜货。</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>What The Fed’s Decision Means For Apple Stock<blockquote>美联储的决定对苹果股票意味着什么</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\">\nWhat The Fed’s Decision Means For Apple Stock<blockquote>美联储的决定对苹果股票意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-05 15:29\n\n</h4>\n</header>\n<article>\nThe Federal Reserve’s announcement that it will start the tapering process sent the Nasdaq higher. Here is how Apple stock could be impacted by November’s monetary policy decision.<blockquote>美联储宣布将启动缩减进程推动纳斯达克走高。以下是苹果股票可能受到11月份货币政策决定的影响。</blockquote> On November 3, the Federal Reserve communicated its highly anticipated&nbsp;decision&nbsp;to begin slowing down the pace of its bond purchases this month. This is the first major step in the US central bank’s monetary policy tightening process.<blockquote>11月3日，美联储宣布了备受期待的决定，将于本月开始放缓债券购买步伐。这是美国央行货币政策收紧进程的第一个重大步骤。</blockquote> <img src=\"https://static.tigerbbs.com/b8dea165a4c3f8375b37ab1560d20bec\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\">Figure 1: Apple store in New York, NY.<blockquote>图1：纽约州纽约市的苹果商店。</blockquote> Today, the Apple Maven discusses what the change in the Fed’s policy might mean for Apple stock. Should investors be encouraged and buy shares, or fear and stay away?<blockquote>今天，这位苹果专家讨论了美联储政策的变化对苹果股票可能意味着什么。投资者应该受到鼓励并购买股票，还是害怕并远离？</blockquote> An anticipated return to normalcy<blockquote>预期的恢复正常</blockquote> As a recap, the beginning of what is known as “tapering” has to do with the Fed’s asset purchase program – one of the tools at the central bank’s disposal to inject liquidity into the economy. Nothing has yet been announced on the increase of short-term interest rates, which the market expects to start happening in the summer of 2022.<blockquote>回顾一下，所谓的“缩减”的开始与美联储的资产购买计划有关——这是央行向经济注入流动性的工具之一。短期利率上调尚未宣布任何消息，市场预计短期利率将于2022年夏季开始上调。</blockquote> I believe that the Federal Reserve’s November policy decision was very much in line with expectations, even though some experts believe that Jerome Powel &amp; Co. should dial up on hawkishness. Despite the absence of surprises, stocks jumped following the press release and the chairman’s speech. The tech-rich Nasdaq index climbed roughly 1% between 2 p.m. EST and the end of the trading day.<blockquote>我认为美联储11月的政策决定非常符合预期，尽管一些专家认为杰罗姆·鲍威尔公司应该加大鹰派态度。尽管没有什么意外，但新闻稿和主席讲话后股市还是上涨了。科技股丰富的纳斯达克指数在下午2点之间上涨了约1%。美国东部时间和交易日结束。</blockquote> How it impacts AAPL<blockquote>它如何影响AAPL</blockquote> I do not believe that the size of the Fed’s balance sheet or a potential 50- to 100-basis point increase in short term rates over the next two years matter much to Apple’s business. Therefore, from a fundamentals perspective, I think that Wednesday’s monetary policy event was net neutral for the company.<blockquote>我认为美联储资产负债表的规模或未来两年短期利率可能上升50至100个基点对苹果的业务没有多大影响。因此，从基本面角度来看，我认为周三的货币政策事件对公司来说是净中性的。</blockquote> But still, I think that investors have reasons to be optimistic about holding shares of the Cupertino tech giant. The same-day spike in the Nasdaq suggests that there is a market appetite for tech stock, even in an environment of (1) less monetary support for the economy and (2) rising yields. As a reminder, growth stocks&nbsp;often traded opposite the direction&nbsp;of interest rates through most of 2021.<blockquote>但我仍然认为投资者有理由对持有这家库比蒂诺科技巨头的股票持乐观态度。纳斯达克当天的飙升表明，即使在(1)对经济的货币支持减少和(2)收益率上升的环境下，市场对科技股仍有兴趣。提醒一下，在2021年的大部分时间里，成长型股票的交易方向往往与利率方向相反。</blockquote> Also, the US central bank seems to be cautious enough about the monetary tightening process, more so than many of its counterparts in other countries. I believe that more predictability and fewer sudden moves bode very well for stocks in general – and for AAPL specifically.<blockquote>此外，美国央行似乎对货币紧缩过程足够谨慎，比其他国家的许多同行更加谨慎。我相信，更多的可预测性和更少的突然波动对整个股票来说是个好兆头，尤其是对苹果公司来说。</blockquote> Keep an eye on what matters<blockquote>关注重要的事情</blockquote> Having said the above, I think that AAPL investors should now turn their attention back towards what matters most. The company’s fundamentals remain strong,as I have been arguing&nbsp;even after mildly disappointing fiscal Q4 earnings.<blockquote>综上所述，我认为AAPL投资者现在应该将注意力重新转向最重要的事情。正如我一直认为的那样，即使第四季度财报略显令人失望，该公司的基本面仍然强劲。</blockquote> Also, AAPL stock price remains below all-time highs at $151 apiece, although not by much. Trading at a fiscal 2022 P/E of 26 times, I believe that valuations are conservative enough to warrant a buy at current levels – even if they may not suggest a bargain, necessarily.<blockquote>此外，AAPL股价仍低于每股151美元的历史高点，尽管跌幅不大。以2022财年市盈率26倍计算，我认为估值足够保守，值得在当前水平买入——即使它们不一定意味着便宜货。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/news/what-the-feds-decision-means-for-apple-stock\">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/news/what-the-feds-decision-means-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181191278","content_text":"The Federal Reserve’s announcement that it will start the tapering process sent the Nasdaq higher. Here is how Apple stock could be impacted by November’s monetary policy decision.\nOn November 3, the Federal Reserve communicated its highly anticipated decision to begin slowing down the pace of its bond purchases this month. This is the first major step in the US central bank’s monetary policy tightening process.\nFigure 1: Apple store in New York, NY.\nToday, the Apple Maven discusses what the change in the Fed’s policy might mean for Apple stock. Should investors be encouraged and buy shares, or fear and stay away?\nAn anticipated return to normalcy\nAs a recap, the beginning of what is known as “tapering” has to do with the Fed’s asset purchase program – one of the tools at the central bank’s disposal to inject liquidity into the economy. Nothing has yet been announced on the increase of short-term interest rates, which the market expects to start happening in the summer of 2022.\nI believe that the Federal Reserve’s November policy decision was very much in line with expectations, even though some experts believe that Jerome Powel & Co. should dial up on hawkishness. Despite the absence of surprises, stocks jumped following the press release and the chairman’s speech. The tech-rich Nasdaq index climbed roughly 1% between 2 p.m. EST and the end of the trading day.\nHow it impacts AAPL\nI do not believe that the size of the Fed’s balance sheet or a potential 50- to 100-basis point increase in short term rates over the next two years matter much to Apple’s business. Therefore, from a fundamentals perspective, I think that Wednesday’s monetary policy event was net neutral for the company.\nBut still, I think that investors have reasons to be optimistic about holding shares of the Cupertino tech giant. The same-day spike in the Nasdaq suggests that there is a market appetite for tech stock, even in an environment of (1) less monetary support for the economy and (2) rising yields. As a reminder, growth stocks often traded opposite the direction of interest rates through most of 2021.\nAlso, the US central bank seems to be cautious enough about the monetary tightening process, more so than many of its counterparts in other countries. I believe that more predictability and fewer sudden moves bode very well for stocks in general – and for AAPL specifically.\nKeep an eye on what matters\nHaving said the above, I think that AAPL investors should now turn their attention back towards what matters most. The company’s fundamentals remain strong,as I have been arguing even after mildly disappointing fiscal Q4 earnings.\nAlso, AAPL stock price remains below all-time highs at $151 apiece, although not by much. Trading at a fiscal 2022 P/E of 26 times, I believe that valuations are conservative enough to warrant a buy at current levels – even if they may not suggest a bargain, necessarily.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2932,"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":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/846563915"}