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2021-06-02

怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河，不行，不给你高估值。有了世界上最大的护城河，不行，你护城河太深，容易引起垄断纠纷。。。。。花街分析师**坏到家了

Why Apple Shares Are Being Pulled Sideways

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":113561442,"tweetId":"113561442","gmtCreate":1622626833486,"gmtModify":1634099809275,"author":{"id":3580646964487020,"authorId":3580646964487020,"authorIdStr":"3580646964487020","name":"RyanLHL","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河，不行，不给你高估值。有了世界上最大的护城河，不行，你护城河太深，容易引起垄断纠纷。。。。。花街分析师**坏到家了</body></html>","htmlText":"<html><head></head><body>怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河，不行，不给你高估值。有了世界上最大的护城河，不行，你护城河太深，容易引起垄断纠纷。。。。。花街分析师**坏到家了</body></html>","text":"怎么读怎么像花街的讨要低价筹码的讨论。科技公司没有护城河，不行，不给你高估值。有了世界上最大的护城河，不行，你护城河太深，容易引起垄断纠纷。。。。。花街分析师**坏到家了","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/113561442","repostId":1182552954,"repostType":2,"repost":{"id":"1182552954","pubTimestamp":1622623513,"share":"https://www.laohu8.com/m/news/1182552954?lang=&edition=full","pubTime":"2021-06-02 16:45","market":"us","language":"en","title":"Why Apple Shares Are Being Pulled Sideways","url":"https://stock-news.laohu8.com/highlight/detail?id=1182552954","media":"InvestorPlace","summary":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud cza","content":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple&nbsp;(NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, its “cloud.”\nThis makes it, like&nbsp;Microsoft&nbsp;(NASDAQ:MSFT),Amazon&nbsp;(NASDAQ:AMZN),Alphabet(NASDAQ:GOOGL) and&nbsp;Facebook(NASDAQ:FB), the economy’s landlord. Apple has powers akin to a government over developers and users.\nSince the start of 2021, investors have been trying to figure out what this means. Shares are down 6% since January, opening June 1 at $125. That’s a market cap of $2.08 billion, 28 times last year’s earnings, about 6.5 times this year’s expected sales of $325 billion.\nCompared to past years it’s a bargain. Apple stock has been falling gently even while revenues keep growing nearly 20% per year, at scale, and profits grow even faster. The question is whether the world’s most valuable tech company can retain its power.\nThe Threats to AAPL Stock\nApple’s growth has come under threat because, as&nbsp;Jimmy McMillan&nbsp;might say,“The rent’s too damned high.”\nCritics call it the “Apple tax” but it’s the rent Apple charges all developers in its App store. The model, which has been adopted by the other czars, and smaller companies, is being challenged in court by&nbsp;Epic Games. Epic’s case was first described as“flimsy.”That changed after Judge Yvonne Gonzalez Rogers got Apple CEO Tim Cook to admit that gaming’s in-app purchases, and Apple’s 30% cut,are subsidizing&nbsp;its whole free app ecosystem.\nEuropean regulators are makinga similar charge&nbsp;on behalf of&nbsp;Spotify(NASDAQ:SPOT), calling the App store a monopoly. Apple’s treatment of&nbsp;Netflix(NASDAQ:NFLX), bending the rules on behalf of a big partner, haven’t helped its case. Apple’s willingness to bend, either to big partners&nbsp;or big governments, has created a cloud of doubt around its cloud profits.\nThe Juggernaut\nUnlike Google, Facebook, or Microsoft, however, cloud services aren’t Apple’s big profit center. Service revenue in its most recent quarterly reported represented just 18% of revenue,down from 22% a year earlier.\nApple remains a hardware juggernaut. It’s the fate of the iPhone that has two brokers screaming&nbsp;sell. While the iPhone 12 has been a hit, these analysts think its success is&nbsp;unsustainable.\nApple’s margins on its hardware are lower than for services, but they’re still a massive 38%. These could even expand in the future, as it continues to&nbsp;design its own chips. A second benefit is that Apple chips let Apple unify the Mac and iPhone lines for the first time – one operating system to rule them all, without a manual.\nApple’s iOS won’t just cover phones and PCs, but virtual reality&nbsp;goggles, home automation systems, and the Apple Watch, where it competes with the other czars. Facebook is the key competitor in goggles, Amazon in home automation and Google in wearables. The power of the cloud is leading to a war over your entire computing environment, and over time, everyone will have to choose a side. Once that happens, the czars can even commandyour wallet.\nThe Bottom Line on AAPL Stock\nApple is not a democracy. But your purchase of an iPhone represents a powerful consent for you to be governed by it.\nApple may be forced to bend the knee to the most powerful governments, like China’s. But unless a government has its own, alternate tech ecosystem, Apple can’t be overthrown. But it’s not easy being a government. You’re responsible for&nbsp;enforcing all the laws&nbsp;you promulgate.\nUncertainty over the fate of our tech overlords is slowly transforming them from growth stocks into value stocks. This includes Apple. Its price will continue to be move sideways, its PE dropping. But its growth and power will sustain continued long-term investment.","source":"lsy1606302653667","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>Why Apple Shares Are Being Pulled Sideways</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy Apple Shares Are Being Pulled Sideways\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nAAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple (NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, ...\n\n<a href=\"https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2021/06/aapl-stock-apple-faces-sideways-pressure/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182552954","content_text":"AAPL stock is feeling the effects of uncertainty surrounding tech companies\nLike the other cloud czars,Apple (NASDAQ:AAPL) stock derives much of its power from its network of hyperscale data centers, its “cloud.”\nThis makes it, like Microsoft (NASDAQ:MSFT),Amazon (NASDAQ:AMZN),Alphabet(NASDAQ:GOOGL) and Facebook(NASDAQ:FB), the economy’s landlord. Apple has powers akin to a government over developers and users.\nSince the start of 2021, investors have been trying to figure out what this means. Shares are down 6% since January, opening June 1 at $125. That’s a market cap of $2.08 billion, 28 times last year’s earnings, about 6.5 times this year’s expected sales of $325 billion.\nCompared to past years it’s a bargain. Apple stock has been falling gently even while revenues keep growing nearly 20% per year, at scale, and profits grow even faster. The question is whether the world’s most valuable tech company can retain its power.\nThe Threats to AAPL Stock\nApple’s growth has come under threat because, as Jimmy McMillan might say,“The rent’s too damned high.”\nCritics call it the “Apple tax” but it’s the rent Apple charges all developers in its App store. The model, which has been adopted by the other czars, and smaller companies, is being challenged in court by Epic Games. Epic’s case was first described as“flimsy.”That changed after Judge Yvonne Gonzalez Rogers got Apple CEO Tim Cook to admit that gaming’s in-app purchases, and Apple’s 30% cut,are subsidizing its whole free app ecosystem.\nEuropean regulators are makinga similar charge on behalf of Spotify(NASDAQ:SPOT), calling the App store a monopoly. Apple’s treatment of Netflix(NASDAQ:NFLX), bending the rules on behalf of a big partner, haven’t helped its case. Apple’s willingness to bend, either to big partners or big governments, has created a cloud of doubt around its cloud profits.\nThe Juggernaut\nUnlike Google, Facebook, or Microsoft, however, cloud services aren’t Apple’s big profit center. Service revenue in its most recent quarterly reported represented just 18% of revenue,down from 22% a year earlier.\nApple remains a hardware juggernaut. It’s the fate of the iPhone that has two brokers screaming sell. While the iPhone 12 has been a hit, these analysts think its success is unsustainable.\nApple’s margins on its hardware are lower than for services, but they’re still a massive 38%. These could even expand in the future, as it continues to design its own chips. A second benefit is that Apple chips let Apple unify the Mac and iPhone lines for the first time – one operating system to rule them all, without a manual.\nApple’s iOS won’t just cover phones and PCs, but virtual reality goggles, home automation systems, and the Apple Watch, where it competes with the other czars. Facebook is the key competitor in goggles, Amazon in home automation and Google in wearables. The power of the cloud is leading to a war over your entire computing environment, and over time, everyone will have to choose a side. Once that happens, the czars can even commandyour wallet.\nThe Bottom Line on AAPL Stock\nApple is not a democracy. But your purchase of an iPhone represents a powerful consent for you to be governed by it.\nApple may be forced to bend the knee to the most powerful governments, like China’s. But unless a government has its own, alternate tech ecosystem, Apple can’t be overthrown. But it’s not easy being a government. You’re responsible for enforcing all the laws you promulgate.\nUncertainty over the fate of our tech overlords is slowly transforming them from growth stocks into value stocks. This includes Apple. Its price will continue to be move sideways, its PE dropping. But its growth and power will sustain continued long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"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,"upFlag":false,"length":156,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/113561442"}