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2021-11-19

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The Apple Car Is Back in the News. It’s Still a Stretch.<blockquote>苹果汽车又回到了新闻中。还是有点牵强。</blockquote>

A kerfuffle erupted Thursday when Bloomberg reported Apple is accelerating plans for an electric, se

The Apple Car Is Back in the News. It’s Still a Stretch.<blockquote>苹果汽车又回到了新闻中。还是有点牵强。</blockquote>

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It’s Still a Stretch.<blockquote>苹果汽车又回到了新闻中。还是有点牵强。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186458009","media":"Barrons","summary":"A kerfuffle erupted Thursday when Bloomberg reported Apple is accelerating plans for an electric, se","content":"A kerfuffle erupted Thursday when Bloomberg reported&nbsp;Apple&nbsp;is accelerating plans for an electric, self-driving car. A battery-powered, autonomous iCar would mean new competition for existing automotive players.<blockquote>周四，当彭博社报道苹果正在加快电动自动驾驶汽车的计划时，一场混乱爆发了。电池供电的自动驾驶iCar对现有汽车厂商来说意味着新的竞争。</blockquote> It all sounds like a tempest in a teapot. Apple isn’t commenting, and no one know whether Apple would actually make its own car from the ground up or join with an existing car maker. Or when this car might actually hit the market.<blockquote>这一切听起来就像茶壶里的暴风雨。苹果没有发表评论，也没有人知道苹果是否真的会从头开始制造自己的汽车或与现有的汽车制造商合作。或者这辆车何时真正上市。</blockquote> Well, a tempest in a big teapot. After the Bloomberg story hit, shortly after noon, Apple (ticker: AAPL) stock jumped about 2%.Tesla&nbsp;(TSLA) dropped about 2%.Ford Motor&nbsp;(F) dropped 3%.General Motors&nbsp;(GM) shed roughly 2%. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average were relatively stable up about 0.4% and down about 0.2%, respectively.<blockquote>嗯，大茶壶里的暴风雨。彭博社的报道曝光后，中午过后不久，苹果（股票代码：AAPL）股价上涨约2%。特斯拉(TSLA)下跌约2%。福特汽车(F)下跌3%。通用汽车(GM)下跌约2%。标准普尔500指数和道琼斯工业平均指数相对稳定，分别上涨约0.4%和下跌约0.2%。</blockquote> “We continue to believe it’s a matter of when, not if,&nbsp;Apple&nbsp;enters the EV race and this will add another $30+ per share of TAM to the&nbsp;Apple&nbsp;growth story over the next few years,” wrote Wedbush analyst Dan Ives in a Thursday note reacting to the story.<blockquote>Wedbush分析师Dan Ives在一份报告中写道：“我们仍然认为，苹果是否加入电动汽车竞赛只是时间问题，而不是是否加入电动汽车竞赛，这将在未来几年为苹果的增长故事增加每股30美元以上的TAM。”周四对这个故事做出反应的笔记。</blockquote> TAM is short for total addressable market. And $30 per Apple share is $500 billion. That’s a lot, even if Apple only got a fraction of this market.<blockquote>TAM是总目标市场的缩写。每股苹果股票30美元就是5000亿美元。即使苹果只占据了这个市场的一小部分，这也是很多。</blockquote> Details are thin. Ives, for instance, sees partnerships as most likely where Apple doesn’t build the car itself. And he puts a 60% to 65% change of seeing an Apple car unveiled by 2025.<blockquote>细节很单薄。例如，Ives认为，在苹果自己不生产汽车的情况下，最有可能建立合作伙伴关系。他预计，到2025年，苹果汽车的推出将发生60%至65%的变化。</blockquote> Then there is the issue of full self driving. That supposedly would be Apple’s edge when entering the market.<blockquote>然后是全自动驾驶的问题。这应该是苹果进入市场时的优势。</blockquote> Fully autonomous consumer cars, however, won’t be ready for years.<blockquote>然而，全自动驾驶消费汽车还需要数年时间才能准备好。</blockquote> Waymo and GM’s Cruise division along with Motional—a joint venture between Hyundai and&nbsp;Aptiv&nbsp;(APTV)–sell a fully self-driving taxi. But the technology used by that trio costs tens of thousands of dollars per car. It only works in commercial vehicles like a taxi.<blockquote>Waymo和通用汽车的Cruise部门以及现代汽车和Aptiv(APTV)的合资企业Motional销售全自动驾驶出租车。但这三人组使用的技术每辆车的成本高达数万美元。它只适用于出租车等商用车辆。</blockquote> But if Apple is sitting on hidden fully autonomous technology and it doesn’t want to manufacture cars itself, it would be, essentially, a large Aptiv. Aptiv sells safety and power solutions to the auto industry.<blockquote>但如果苹果坐拥隐藏的全自动技术并且不想自己制造汽车，那么它本质上就是一家大型安波福公司。Aptiv向汽车行业销售安全和电源解决方案。</blockquote> That makes Apple sounds more like a supplier and less like an auto maker. That isn’t a bad thing. It’s just different from what the stock market assumed on Thursday. If Apple has the hidden tech it could even sell subscriptions to the technology and split the sales with auto maker partners.<blockquote>这使得苹果听起来更像是一家供应商，而不是一家汽车制造商。这不是一件坏事。这与周四股市的假设不同。如果苹果拥有隐藏的技术，它甚至可以出售该技术的订阅，并与汽车制造商合作伙伴分享销售额。</blockquote> Gary Black, managing partner of the&nbsp;Future Fund Active&nbsp;ETF (FFND), is skeptical about an Apple car. “The idea is utter nonsense—there is no edge,” he tells Barron’s. “Brands don’t extend into categories where there is no clear distinctive competence.” He is a Tesla bull, but added that the idea of a Tesla phone is just as silly as an Apple car.<blockquote>未来基金主动ETF(FFND)的管理合伙人Gary Black对苹果汽车持怀疑态度。“这个想法完全是胡说八道——没有任何优势，”他说巴伦周刊“品牌不会延伸到没有明显独特能力的类别。”他是一个特斯拉公牛，但补充说，特斯拉手机的想法就像苹果汽车一样愚蠢。</blockquote> Time will tell if Black is right. Meanwhile, Project Titan—Apple’s name for the car project that stretches back to 2014—will continue to tantalize investors and upset auto stocks from time to time.<blockquote>时间会证明布莱克是否正确。与此同时，Project Titan——苹果汽车项目的名称，其历史可以追溯到2014年——将继续吸引投资者，并不时扰乱汽车股。</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>The Apple Car Is Back in the News. 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It’s Still a Stretch.<blockquote>苹果汽车又回到了新闻中。还是有点牵强。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-19 15:55\n\n</h4>\n</header>\n<article>\nA kerfuffle erupted Thursday when Bloomberg reported&nbsp;Apple&nbsp;is accelerating plans for an electric, self-driving car. A battery-powered, autonomous iCar would mean new competition for existing automotive players.<blockquote>周四，当彭博社报道苹果正在加快电动自动驾驶汽车的计划时，一场混乱爆发了。电池供电的自动驾驶iCar对现有汽车厂商来说意味着新的竞争。</blockquote> It all sounds like a tempest in a teapot. Apple isn’t commenting, and no one know whether Apple would actually make its own car from the ground up or join with an existing car maker. Or when this car might actually hit the market.<blockquote>这一切听起来就像茶壶里的暴风雨。苹果没有发表评论，也没有人知道苹果是否真的会从头开始制造自己的汽车或与现有的汽车制造商合作。或者这辆车何时真正上市。</blockquote> Well, a tempest in a big teapot. After the Bloomberg story hit, shortly after noon, Apple (ticker: AAPL) stock jumped about 2%.Tesla&nbsp;(TSLA) dropped about 2%.Ford Motor&nbsp;(F) dropped 3%.General Motors&nbsp;(GM) shed roughly 2%. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average were relatively stable up about 0.4% and down about 0.2%, respectively.<blockquote>嗯，大茶壶里的暴风雨。彭博社的报道曝光后，中午过后不久，苹果（股票代码：AAPL）股价上涨约2%。特斯拉(TSLA)下跌约2%。福特汽车(F)下跌3%。通用汽车(GM)下跌约2%。标准普尔500指数和道琼斯工业平均指数相对稳定，分别上涨约0.4%和下跌约0.2%。</blockquote> “We continue to believe it’s a matter of when, not if,&nbsp;Apple&nbsp;enters the EV race and this will add another $30+ per share of TAM to the&nbsp;Apple&nbsp;growth story over the next few years,” wrote Wedbush analyst Dan Ives in a Thursday note reacting to the story.<blockquote>Wedbush分析师Dan Ives在一份报告中写道：“我们仍然认为，苹果是否加入电动汽车竞赛只是时间问题，而不是是否加入电动汽车竞赛，这将在未来几年为苹果的增长故事增加每股30美元以上的TAM。”周四对这个故事做出反应的笔记。</blockquote> TAM is short for total addressable market. And $30 per Apple share is $500 billion. That’s a lot, even if Apple only got a fraction of this market.<blockquote>TAM是总目标市场的缩写。每股苹果股票30美元就是5000亿美元。即使苹果只占据了这个市场的一小部分，这也是很多。</blockquote> Details are thin. Ives, for instance, sees partnerships as most likely where Apple doesn’t build the car itself. And he puts a 60% to 65% change of seeing an Apple car unveiled by 2025.<blockquote>细节很单薄。例如，Ives认为，在苹果自己不生产汽车的情况下，最有可能建立合作伙伴关系。他预计，到2025年，苹果汽车的推出将发生60%至65%的变化。</blockquote> Then there is the issue of full self driving. That supposedly would be Apple’s edge when entering the market.<blockquote>然后是全自动驾驶的问题。这应该是苹果进入市场时的优势。</blockquote> Fully autonomous consumer cars, however, won’t be ready for years.<blockquote>然而，全自动驾驶消费汽车还需要数年时间才能准备好。</blockquote> Waymo and GM’s Cruise division along with Motional—a joint venture between Hyundai and&nbsp;Aptiv&nbsp;(APTV)–sell a fully self-driving taxi. But the technology used by that trio costs tens of thousands of dollars per car. It only works in commercial vehicles like a taxi.<blockquote>Waymo和通用汽车的Cruise部门以及现代汽车和Aptiv(APTV)的合资企业Motional销售全自动驾驶出租车。但这三人组使用的技术每辆车的成本高达数万美元。它只适用于出租车等商用车辆。</blockquote> But if Apple is sitting on hidden fully autonomous technology and it doesn’t want to manufacture cars itself, it would be, essentially, a large Aptiv. Aptiv sells safety and power solutions to the auto industry.<blockquote>但如果苹果坐拥隐藏的全自动技术并且不想自己制造汽车，那么它本质上就是一家大型安波福公司。Aptiv向汽车行业销售安全和电源解决方案。</blockquote> That makes Apple sounds more like a supplier and less like an auto maker. That isn’t a bad thing. It’s just different from what the stock market assumed on Thursday. If Apple has the hidden tech it could even sell subscriptions to the technology and split the sales with auto maker partners.<blockquote>这使得苹果听起来更像是一家供应商，而不是一家汽车制造商。这不是一件坏事。这与周四股市的假设不同。如果苹果拥有隐藏的技术，它甚至可以出售该技术的订阅，并与汽车制造商合作伙伴分享销售额。</blockquote> Gary Black, managing partner of the&nbsp;Future Fund Active&nbsp;ETF (FFND), is skeptical about an Apple car. “The idea is utter nonsense—there is no edge,” he tells Barron’s. “Brands don’t extend into categories where there is no clear distinctive competence.” He is a Tesla bull, but added that the idea of a Tesla phone is just as silly as an Apple car.<blockquote>未来基金主动ETF(FFND)的管理合伙人Gary Black对苹果汽车持怀疑态度。“这个想法完全是胡说八道——没有任何优势，”他说巴伦周刊“品牌不会延伸到没有明显独特能力的类别。”他是一个特斯拉公牛，但补充说，特斯拉手机的想法就像苹果汽车一样愚蠢。</blockquote> Time will tell if Black is right. Meanwhile, Project Titan—Apple’s name for the car project that stretches back to 2014—will continue to tantalize investors and upset auto stocks from time to time.<blockquote>时间会证明布莱克是否正确。与此同时，Project Titan——苹果汽车项目的名称，其历史可以追溯到2014年——将继续吸引投资者，并不时扰乱汽车股。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/the-apple-car-is-back-in-the-news-its-still-a-stretch-51637274185?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/the-apple-car-is-back-in-the-news-its-still-a-stretch-51637274185?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186458009","content_text":"A kerfuffle erupted Thursday when Bloomberg reported Apple is accelerating plans for an electric, self-driving car. A battery-powered, autonomous iCar would mean new competition for existing automotive players.\nIt all sounds like a tempest in a teapot. Apple isn’t commenting, and no one know whether Apple would actually make its own car from the ground up or join with an existing car maker. Or when this car might actually hit the market.\nWell, a tempest in a big teapot. After the Bloomberg story hit, shortly after noon, Apple (ticker: AAPL) stock jumped about 2%.Tesla (TSLA) dropped about 2%.Ford Motor (F) dropped 3%.General Motors (GM) shed roughly 2%. The S&P 500 and Dow Jones Industrial Average were relatively stable up about 0.4% and down about 0.2%, respectively.\n“We continue to believe it’s a matter of when, not if, Apple enters the EV race and this will add another $30+ per share of TAM to the Apple growth story over the next few years,” wrote Wedbush analyst Dan Ives in a Thursday note reacting to the story.\nTAM is short for total addressable market. And $30 per Apple share is $500 billion. That’s a lot, even if Apple only got a fraction of this market.\nDetails are thin. Ives, for instance, sees partnerships as most likely where Apple doesn’t build the car itself. And he puts a 60% to 65% change of seeing an Apple car unveiled by 2025.\nThen there is the issue of full self driving. That supposedly would be Apple’s edge when entering the market.\nFully autonomous consumer cars, however, won’t be ready for years.\nWaymo and GM’s Cruise division along with Motional—a joint venture between Hyundai and Aptiv (APTV)–sell a fully self-driving taxi. But the technology used by that trio costs tens of thousands of dollars per car. It only works in commercial vehicles like a taxi.\nBut if Apple is sitting on hidden fully autonomous technology and it doesn’t want to manufacture cars itself, it would be, essentially, a large Aptiv. Aptiv sells safety and power solutions to the auto industry.\nThat makes Apple sounds more like a supplier and less like an auto maker. That isn’t a bad thing. It’s just different from what the stock market assumed on Thursday. If Apple has the hidden tech it could even sell subscriptions to the technology and split the sales with auto maker partners.\nGary Black, managing partner of the Future Fund Active ETF (FFND), is skeptical about an Apple car. “The idea is utter nonsense—there is no edge,” he tells Barron’s. “Brands don’t extend into categories where there is no clear distinctive competence.” He is a Tesla bull, but added that the idea of a Tesla phone is just as silly as an Apple car.\nTime will tell if Black is right. Meanwhile, Project Titan—Apple’s name for the car project that stretches back to 2014—will continue to tantalize investors and upset auto stocks from time to time.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2245,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

The Apple Car Is Back in the News. It’s Still a Stretch.<blockquote>苹果汽车又回到了新闻中。还是有点牵强。</blockquote>

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