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2021-12-10

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Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>

Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca

Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>

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Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.<blockquote>苹果是摩根士丹利2022年的首选股票，因为这家科技巨头的市值接近3万亿美元，并准备推出增强现实产品。</blockquote> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.<blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道：“强大、忠诚的客户群和即将推出的AR/VR产品相结合，使AAPL有望在2022年重新评级。”休伯蒂写道，苹果是摩根士丹利进入2022年“最喜欢的大盘股（也是总体首选）”。</blockquote> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.<blockquote>休伯蒂发出看涨期权的两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.<blockquote>周四，苹果股价上涨0.2%，至175.47美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，它已经上涨了19%，超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.<blockquote>大摩认为，鉴于苹果约三分之一的毛利润来自该公司的服务部门，投资者应将其视为消费者和科技平台，而不是周期性硬件公司。Huberty写道，iPhone 13的需求将在短期内继续推动增长，2022年初的新产品发布将延续这一趋势。</blockquote> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.<blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权，理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.<blockquote>Ives周四在一份研究报告中写道：“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.<blockquote>Ives估计，尽管存在芯片短缺和供应链阻力，苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机，这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.<blockquote>Ives还预计，苹果将在2022年夏季左右推出AR头显“苹果眼镜”，这可能会使公司估值每股增加20美元。</blockquote> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.<blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.<blockquote>“我们还认为，投资者需要从即将推出的新产品的可选性中正确嵌入价值，”她写道。</blockquote> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.<blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说，其中最主要的是，随着在家工作需求的减少，iPhone的销量将无法在2022年实现。</blockquote> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.<blockquote>另一个风险可能来自服务业的低增长，这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利，即使是这种风险看起来也不太可能。</blockquote>","source":"lsy1601382232898","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 Nears $3 Trillion. 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Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-10 19:40\n\n</h4>\n</header>\n<article>\nApple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.<blockquote>苹果是摩根士丹利2022年的首选股票，因为这家科技巨头的市值接近3万亿美元，并准备推出增强现实产品。</blockquote> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.<blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道：“强大、忠诚的客户群和即将推出的AR/VR产品相结合，使AAPL有望在2022年重新评级。”休伯蒂写道，苹果是摩根士丹利进入2022年“最喜欢的大盘股（也是总体首选）”。</blockquote> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.<blockquote>休伯蒂发出看涨期权的两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.<blockquote>周四，苹果股价上涨0.2%，至175.47美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，它已经上涨了19%，超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.<blockquote>大摩认为，鉴于苹果约三分之一的毛利润来自该公司的服务部门，投资者应将其视为消费者和科技平台，而不是周期性硬件公司。Huberty写道，iPhone 13的需求将在短期内继续推动增长，2022年初的新产品发布将延续这一趋势。</blockquote> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.<blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权，理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.<blockquote>Ives周四在一份研究报告中写道：“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.<blockquote>Ives估计，尽管存在芯片短缺和供应链阻力，苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机，这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.<blockquote>Ives还预计，苹果将在2022年夏季左右推出AR头显“苹果眼镜”，这可能会使公司估值每股增加20美元。</blockquote> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.<blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.<blockquote>“我们还认为，投资者需要从即将推出的新产品的可选性中正确嵌入价值，”她写道。</blockquote> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.<blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说，其中最主要的是，随着在家工作需求的减少，iPhone的销量将无法在2022年实现。</blockquote> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.<blockquote>另一个风险可能来自服务业的低增长，这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利，即使是这种风险看起来也不太可能。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">Barrons</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.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3101,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}