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2021-11-04

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Apple Stock: It's Inching Toward All-Time Highs. What Will November Bring?<blockquote>苹果股票：它正在慢慢向历史高点迈进。11月会带来什么？</blockquote>

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What Will November Bring?<blockquote>苹果股票：它正在慢慢向历史高点迈进。11月会带来什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166681038","media":"TheStreet","summary":"With only two months to go in 2021, Apple stock has just breached $150 in share price, and it inches","content":"With only two months to go in 2021, Apple stock&nbsp;has just breached $150 in share price, and it inches toward all-time highs once again. Today, the Apple Maven talks about what investors should expect of AAPL in November. Is now a good time to hold shares, or should investors look for opportunities elsewhere?<blockquote>2021 年只剩下两个月了，苹果股价刚刚突破 150 美元，再次迈向历史新高。今天，这位苹果专家谈论了投资者对 11 月份 AAPL 的期望。现在是持股的好时机，还是投资者应该在其他地方寻找机会？</blockquote> <img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\">Figure 1: Apple Park in Cupertino, CA.<blockquote>图1：加利福尼亚州库比蒂诺的苹果公园。</blockquote> Thinking long term first<blockquote>着眼长远</blockquote> When it comes to AAPL, it is&nbsp;not a secret that I care much more&nbsp;about the long-term prospects than about the short-term trade opportunity. From this perspective, I continue to think that AAPL is a good stock to own at next-year earnings multiples of 26 times that I find modest, given strong fundamentals.<blockquote>谈到 AAPL，众所周知，我更关心长期前景，而不是短期贸易机会。从这个角度来看，我仍然认为 AAPL 是一只值得持有的好股票，考虑到强劲的基本面，明年市盈率为 26 倍，我认为这个市盈率不高。</blockquote> To be clear,investors did not seem too happy&nbsp;about Apple’s recent revenue miss – a rarity over the past five years at least. The infamous global supply chain issues of 2021 prevented the Cupertino company from realizing $6 billion in revenues, also putting at risk the results of the crucial holiday quarter.<blockquote>需要明确的是，投资者似乎对苹果最近的收入下滑并不太满意--这至少在过去五年中是罕见的。2021 年臭名昭著的全球供应链问题使这家库比蒂诺公司无法实现 60 亿美元的收入，也使关键假日季度的业绩面临风险。</blockquote> But under the hood, and aside from temporary procurement and logistics challenges, Apple seems to be doing quite well. CEO Tim Cook reemphasized high demand for Apple’s products and services, which he characterized as “enthusiastic”.Average prices for devices&nbsp;seem to be high, and margins remain healthy.<blockquote>但在幕后，除了暂时的采购和物流挑战之外，苹果似乎做得相当不错。首席执行官蒂姆-库克（Tim Cook）再次强调了对苹果产品和服务的高需求，他将这种需求描述为 “热情”。设备的平均价格似乎很高，利润率仍然健康。</blockquote> Therefore, buying an arguably great stock at a slight discount to the early September all-time high seems sensible to me.<blockquote>因此，对我来说，以比 9 月初历史高点略有折扣的价格购买一只可以说是优秀的股票似乎是明智的。</blockquote> Seasonality is unfavorable<blockquote>季节性不利</blockquote> To answer the question of timing, however, one must consider short term factors. From a seasonality perspective, November is about as bad a month to buy AAPL, as the chart below suggests.<blockquote>然而，要回答时机问题，必须考虑短期因素。从季节性的角度来看，11 月是购买 AAPL 的最糟糕月份，如下图所示。</blockquote> Since the launch of the iPhone, in 2007, Apple stock has produced an average loss of -0.2% in the second-to-last month of the year. Worse yet, the losses have widened to nearly -2% in December and January combined. This is probably the result of sell-the-news pressures, following the launch of the newest iPhone in the fall and amid the busy holiday shopping weeks.<blockquote>自2007年推出iPhone以来，苹果股票在当年倒数第二个月的平均跌幅为-0.2%。更糟糕的是，12 月和 1 月的损失合计已扩大至近 -2%。这可能是在秋季推出最新 iPhone 后以及繁忙的假日购物周期间，抛售新闻压力的结果。</blockquote> <img src=\"https://static.tigerbbs.com/7d445e7006af8b9873ba75d03c839fa4\" tg-width=\"668\" tg-height=\"349\" width=\"100%\" height=\"auto\">Figure 2: AAPL average monthly return since iPhone launch.<blockquote>图 2：自 iPhone 推出以来 AAPL 的平均月回报率。</blockquote> In fact, the holiday season could play an important role in how Apple stock performs in November. Revenue expectations have probably been set lower, given the supply chain disruptions that the management team warned about during the earnings call. Keep an eye on&nbsp;official&nbsp;monthly retail sales data and online shopping&nbsp;reports&nbsp;to see how well consumer product companies perform in Q4.<blockquote>事实上，假期可能会对苹果股票 11 月份的表现发挥重要作用。鉴于管理团队在盈利看涨期权上警告的供应链中断，收入预期可能会被调低。关注官方月度零售销售数据和网上购物报告，看看消费品公司在第四季度的表现如何。</blockquote> What the technicals say<blockquote>技术人员怎么说</blockquote> From a technical (i.e. chart-reading) perspective, the signals seem to be mixed. The first graph below shows that Apple stock currently trades just above its 50-day and 150-day moving averages, suggesting that a bit of positive momentum has started to build since right before earnings. Also, share price has consistently found support at the longer-term moving average, which is currently $140.<blockquote>从技术（即图表阅读）的角度来看，信号似乎是混合的。下面的第一张图表显示，苹果股票目前的交易价格略高于 50 天和 150 天移动平均线，这表明在财报发布之前就已经开始形成一些积极势头。此外，股价一直在长期移动平均线（目前为 140 美元）处找到支撑。</blockquote> On the other hand, shares have been trading largely sideways within a narrow price band of $140 and $157 since the start of Q2, and the stock has yet to breach to the upside. Also, any potential bullishness of late has not been backed up by much volume. In fact, average number of shares traded recently has dipped to pre-COVID bear levels once again (second chart below).<blockquote>另一方面，自第二季度开始以来，股价一直在 140 美元和 157 美元的窄幅价格区间内横盘交易，该股尚未突破上涨空间。此外，最近任何潜在的看涨情绪都没有得到太多成交量的支持。事实上，最近交易的平均股票数量再次跌至新冠疫情前的熊市水平（下图第二张）。</blockquote> <img src=\"https://static.tigerbbs.com/24486ab543e6413994d549ee698bea49\" tg-width=\"738\" tg-height=\"359\" width=\"100%\" height=\"auto\">Figure 2: AAPL price chart and trading volume.<blockquote>图2：AAPL价格图表和交易量。</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>Apple Stock: It's Inching Toward All-Time Highs. What Will November Bring?<blockquote>苹果股票：它正在慢慢向历史高点迈进。11月会带来什么？</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\">\nApple Stock: It's Inching Toward All-Time Highs. What Will November Bring?<blockquote>苹果股票：它正在慢慢向历史高点迈进。11月会带来什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-04 15:00\n\n</h4>\n</header>\n<article>\nWith only two months to go in 2021, Apple stock&nbsp;has just breached $150 in share price, and it inches toward all-time highs once again. Today, the Apple Maven talks about what investors should expect of AAPL in November. Is now a good time to hold shares, or should investors look for opportunities elsewhere?<blockquote>2021 年只剩下两个月了，苹果股价刚刚突破 150 美元，再次迈向历史新高。今天，这位苹果专家谈论了投资者对 11 月份 AAPL 的期望。现在是持股的好时机，还是投资者应该在其他地方寻找机会？</blockquote> <img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\">Figure 1: Apple Park in Cupertino, CA.<blockquote>图1：加利福尼亚州库比蒂诺的苹果公园。</blockquote> Thinking long term first<blockquote>着眼长远</blockquote> When it comes to AAPL, it is&nbsp;not a secret that I care much more&nbsp;about the long-term prospects than about the short-term trade opportunity. From this perspective, I continue to think that AAPL is a good stock to own at next-year earnings multiples of 26 times that I find modest, given strong fundamentals.<blockquote>谈到 AAPL，众所周知，我更关心长期前景，而不是短期贸易机会。从这个角度来看，我仍然认为 AAPL 是一只值得持有的好股票，考虑到强劲的基本面，明年市盈率为 26 倍，我认为这个市盈率不高。</blockquote> To be clear,investors did not seem too happy&nbsp;about Apple’s recent revenue miss – a rarity over the past five years at least. The infamous global supply chain issues of 2021 prevented the Cupertino company from realizing $6 billion in revenues, also putting at risk the results of the crucial holiday quarter.<blockquote>需要明确的是，投资者似乎对苹果最近的收入下滑并不太满意--这至少在过去五年中是罕见的。2021 年臭名昭著的全球供应链问题使这家库比蒂诺公司无法实现 60 亿美元的收入，也使关键假日季度的业绩面临风险。</blockquote> But under the hood, and aside from temporary procurement and logistics challenges, Apple seems to be doing quite well. CEO Tim Cook reemphasized high demand for Apple’s products and services, which he characterized as “enthusiastic”.Average prices for devices&nbsp;seem to be high, and margins remain healthy.<blockquote>但在幕后，除了暂时的采购和物流挑战之外，苹果似乎做得相当不错。首席执行官蒂姆-库克（Tim Cook）再次强调了对苹果产品和服务的高需求，他将这种需求描述为 “热情”。设备的平均价格似乎很高，利润率仍然健康。</blockquote> Therefore, buying an arguably great stock at a slight discount to the early September all-time high seems sensible to me.<blockquote>因此，对我来说，以比 9 月初历史高点略有折扣的价格购买一只可以说是优秀的股票似乎是明智的。</blockquote> Seasonality is unfavorable<blockquote>季节性不利</blockquote> To answer the question of timing, however, one must consider short term factors. From a seasonality perspective, November is about as bad a month to buy AAPL, as the chart below suggests.<blockquote>然而，要回答时机问题，必须考虑短期因素。从季节性的角度来看，11 月是购买 AAPL 的最糟糕月份，如下图所示。</blockquote> Since the launch of the iPhone, in 2007, Apple stock has produced an average loss of -0.2% in the second-to-last month of the year. Worse yet, the losses have widened to nearly -2% in December and January combined. This is probably the result of sell-the-news pressures, following the launch of the newest iPhone in the fall and amid the busy holiday shopping weeks.<blockquote>自2007年推出iPhone以来，苹果股票在当年倒数第二个月的平均跌幅为-0.2%。更糟糕的是，12 月和 1 月的损失合计已扩大至近 -2%。这可能是在秋季推出最新 iPhone 后以及繁忙的假日购物周期间，抛售新闻压力的结果。</blockquote> <img src=\"https://static.tigerbbs.com/7d445e7006af8b9873ba75d03c839fa4\" tg-width=\"668\" tg-height=\"349\" width=\"100%\" height=\"auto\">Figure 2: AAPL average monthly return since iPhone launch.<blockquote>图 2：自 iPhone 推出以来 AAPL 的平均月回报率。</blockquote> In fact, the holiday season could play an important role in how Apple stock performs in November. Revenue expectations have probably been set lower, given the supply chain disruptions that the management team warned about during the earnings call. Keep an eye on&nbsp;official&nbsp;monthly retail sales data and online shopping&nbsp;reports&nbsp;to see how well consumer product companies perform in Q4.<blockquote>事实上，假期可能会对苹果股票 11 月份的表现发挥重要作用。鉴于管理团队在盈利看涨期权上警告的供应链中断，收入预期可能会被调低。关注官方月度零售销售数据和网上购物报告，看看消费品公司在第四季度的表现如何。</blockquote> What the technicals say<blockquote>技术人员怎么说</blockquote> From a technical (i.e. chart-reading) perspective, the signals seem to be mixed. The first graph below shows that Apple stock currently trades just above its 50-day and 150-day moving averages, suggesting that a bit of positive momentum has started to build since right before earnings. Also, share price has consistently found support at the longer-term moving average, which is currently $140.<blockquote>从技术（即图表阅读）的角度来看，信号似乎是混合的。下面的第一张图表显示，苹果股票目前的交易价格略高于 50 天和 150 天移动平均线，这表明在财报发布之前就已经开始形成一些积极势头。此外，股价一直在长期移动平均线（目前为 140 美元）处找到支撑。</blockquote> On the other hand, shares have been trading largely sideways within a narrow price band of $140 and $157 since the start of Q2, and the stock has yet to breach to the upside. Also, any potential bullishness of late has not been backed up by much volume. In fact, average number of shares traded recently has dipped to pre-COVID bear levels once again (second chart below).<blockquote>另一方面，自第二季度开始以来，股价一直在 140 美元和 157 美元的窄幅价格区间内横盘交易，该股尚未突破上涨空间。此外，最近任何潜在的看涨情绪都没有得到太多成交量的支持。事实上，最近交易的平均股票数量再次跌至新冠疫情前的熊市水平（下图第二张）。</blockquote> <img src=\"https://static.tigerbbs.com/24486ab543e6413994d549ee698bea49\" tg-width=\"738\" tg-height=\"359\" width=\"100%\" height=\"auto\">Figure 2: AAPL price chart and trading volume.<blockquote>图2：AAPL价格图表和交易量。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/stock/what-to-expect-of-apple-stock-in-november\">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/what-to-expect-of-apple-stock-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166681038","content_text":"With only two months to go in 2021, Apple stock has just breached $150 in share price, and it inches toward all-time highs once again. Today, the Apple Maven talks about what investors should expect of AAPL in November. Is now a good time to hold shares, or should investors look for opportunities elsewhere?\nFigure 1: Apple Park in Cupertino, CA.\nThinking long term first\nWhen it comes to AAPL, it is not a secret that I care much more about the long-term prospects than about the short-term trade opportunity. From this perspective, I continue to think that AAPL is a good stock to own at next-year earnings multiples of 26 times that I find modest, given strong fundamentals.\nTo be clear,investors did not seem too happy about Apple’s recent revenue miss – a rarity over the past five years at least. The infamous global supply chain issues of 2021 prevented the Cupertino company from realizing $6 billion in revenues, also putting at risk the results of the crucial holiday quarter.\nBut under the hood, and aside from temporary procurement and logistics challenges, Apple seems to be doing quite well. CEO Tim Cook reemphasized high demand for Apple’s products and services, which he characterized as “enthusiastic”.Average prices for devices seem to be high, and margins remain healthy.\nTherefore, buying an arguably great stock at a slight discount to the early September all-time high seems sensible to me.\nSeasonality is unfavorable\nTo answer the question of timing, however, one must consider short term factors. From a seasonality perspective, November is about as bad a month to buy AAPL, as the chart below suggests.\nSince the launch of the iPhone, in 2007, Apple stock has produced an average loss of -0.2% in the second-to-last month of the year. Worse yet, the losses have widened to nearly -2% in December and January combined. This is probably the result of sell-the-news pressures, following the launch of the newest iPhone in the fall and amid the busy holiday shopping weeks.\nFigure 2: AAPL average monthly return since iPhone launch.\nIn fact, the holiday season could play an important role in how Apple stock performs in November. Revenue expectations have probably been set lower, given the supply chain disruptions that the management team warned about during the earnings call. Keep an eye on official monthly retail sales data and online shopping reports to see how well consumer product companies perform in Q4.\nWhat the technicals say\nFrom a technical (i.e. chart-reading) perspective, the signals seem to be mixed. The first graph below shows that Apple stock currently trades just above its 50-day and 150-day moving averages, suggesting that a bit of positive momentum has started to build since right before earnings. Also, share price has consistently found support at the longer-term moving average, which is currently $140.\nOn the other hand, shares have been trading largely sideways within a narrow price band of $140 and $157 since the start of Q2, and the stock has yet to breach to the upside. Also, any potential bullishness of late has not been backed up by much volume. In fact, average number of shares traded recently has dipped to pre-COVID bear levels once again (second chart below).\nFigure 2: AAPL price chart and trading volume.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3072,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/848492373"}