Wedbush坚定看涨科技股：苹果微软将突破3万亿市值

智通财经2021-12-25

智通财经APP获悉，Wedbush发布了2022年美股科技股前瞻性预测，该行分析师Dan Ives认为，美股近期出现的一些波动只不过是“阵痛的消化期”，以及市场对奥密克戎变异病毒传播加剧的担忧。市场的收益预期考虑到了美联储的鹰派立场以及一些科技股估值过高，不过，Ives表示仍然看好明年的科技股行情。 Wedbush看好明年大型科技股业绩实现持续增长，包括苹果(AAPL.US)、微软(MSFT....

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红金鱼辣椒
2021-12-25
红金鱼辣椒
苹果开始进军其它领域，坐观进展!🥂🐬
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AdelineLing
2021-12-25
AdelineLing
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Ives的预测清单中，他认为苹果将在明年夏天推出人们期待已久、热度极高且经常猜测的AR/VR头盔(Ives预计可能被称为Apple\nGlass)，这将成为苹果股价又一重要催化剂，这家全球最有价值的公司将继续利用其用户基础提升盈利水平。\nIves认为，随着企业和消费者之间的数字化转型继续进行，科技股行情热度犹在，纳斯达克综合指数明年年底前可能达到19000点，高于目前的15600点左右。Ives表示，整体科技行业的潜在增长前景是正常或历史水平的两到三倍。\n元宇宙似乎将从炒作变成现实，Ives预计，像Meta(FB.US)、苹果、谷歌和微软(MSFT.US)等大型科技公司未来将在这一领域投资数十亿美元，大量并购活动可能随之而来。\nIves强调，云计算赛道的“军备竞赛”将持续升温，因为该行业新进入者在未来十年的总支出可能达到1万亿美元，这将对传统巨头构成威胁。他认为，到2022年年底，超过50%的工作内容将迁移至云平台，高于目前的约43%，这在很大程度上有利于亚马逊(AMZN.US)、微软和谷歌，其次是甲骨文(ORCL.US)和IBM(IBM.US)。\nWedbush预测，明年网络安全预算有望大幅增加，到2022年将增加21%，比本已超预期增长的2021年高出约1%。因此，分析师Ives看好Zscaler(ZS.US)、Tenable(TENB.US)、CyberArk(CYBR.US)、Varonis(VRNS.US)、Sailpoint(SAIL.US)、Fortinet(FTNT.US)和Palo Alto Networks(PANW.US)等科技公司。\nIves认为，尽管明年利率可能会上升，但科技公司可能会继续大举投资和收购计划，Cerence(CRNC.US)、Matterport(MTTR.US)、Varonis、Rapid7(RPD.US)和Sailpoint是Ives预测明年将参与并购重组的前五大公司。\n在宏观方面，Ives认为，芯片短缺，特别是亚洲地区以外的芯片短缺，将在明年上半年出现显著缓和，苹果和一些芯片产业链合作伙伴将受益于此。\n与广泛的市场观点一致，Ives同样认为，美国和欧洲的监管环境将围绕反垄断和垄断问题对大型科技公司持续构成威胁，但最终很可能是这些公司被罚款，而不会出现结构性改变，这些威胁还可能会阻碍他们收购其他公司。\n最后，分析师Ives预计，苹果市值明年将突破3万亿美元，微软紧随其后。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":698228638,"gmtCreate":1640413421035,"gmtModify":1640413421223,"author":{"id":"4090706723019730","authorId":"4090706723019730","name":"红金鱼辣椒","avatar":"https://static.tigerbbs.com/3c95079e353131bb0c2ebda843413a5d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4090706723019730","authorIdStr":"4090706723019730"},"htmlText":"苹果开始进军其它领域，坐观进展!🥂🐬","listText":"苹果开始进军其它领域，坐观进展!🥂🐬","text":"苹果开始进军其它领域，坐观进展!🥂🐬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698228638","repostId":2194179522,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7104254,"gmtCreate":1640413455838,"gmtModify":1640413455923,"authorId":4090706723019730,"author":{"id":4090706723019730,"idStr":"4090706723019730","authorId":4090706723019730,"name":"红金鱼辣椒","avatar":"https://static.tigerbbs.com/3c95079e353131bb0c2ebda843413a5d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698228638,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"}],"langContent":"CN"},{"id":698238931,"gmtCreate":1640401320045,"gmtModify":1640401320183,"author":{"id":"3586607851629362","authorId":"3586607851629362","name":"AdelineLing","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586607851629362","authorIdStr":"3586607851629362"},"htmlText":"关注","listText":"关注","text":"关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698238931","repostId":2194179522,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":23,"commentSize":2,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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