感觉苹果可以做点底层_老虎社区_美港股上老虎 - 老虎社区

感觉苹果可以做点底层看ROE高，PE不算高，机构持股占比高，稳定性比英伟达强，受贸易摩擦的影响小

苹果股价逼近4万亿美元市值，黄金时代还是泡沫危机

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看ROE高，PE不算高，机构持股占比高，稳定性比英伟达强，受贸易摩擦的影响小</p></body></html>","htmlText":"<html><head></head><body><p>感觉苹果可以做点底层 看ROE高，PE不算高，机构持股占比高，稳定性比英伟达强，受贸易摩擦的影响小</p></body></html>","text":"感觉苹果可以做点底层 看ROE高，PE不算高，机构持股占比高，稳定性比英伟达强，受贸易摩擦的影响小","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/386102612300224","repostId":2494787617,"repostType":2,"repost":{"id":"2494787617","kind":"news","pubTimestamp":1735288084,"share":"https://www.laohu8.com/m/news/2494787617?lang=&edition=full","pubTime":"2024-12-27 16:28","market":"us","language":"zh","title":"苹果股价逼近4万亿美元市值，黄金时代还是泡沫危机","url":"https://stock-news.laohu8.com/highlight/detail?id=2494787617","media":"金十数据","summary":"然而，随着苹果股价接近4万亿美元的市值，其他分析师则显得更为谨慎。今年以来，苹果股价已上涨35%。韦德布什分析师还指出，苹果的服务业务已被单独估值为2万亿美元，预计苹果将突破4万亿美元市值大关，成为“第一个加入这一独特俱乐部的公司”。截至周四下午，苹果的市值为3.92万亿美元。要达到4万亿美元，苹果股价需要收盘价在或高于264.623美元。","content":"<html><body><article><p><a 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024122716280998515d4e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4554":"元宇宙及AR概念","BK4515":"5G概念","AAPL":"苹果","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc 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Ives将目标价上调至325美元，这是华尔街的最高预期，并维持“跑赢大盘”评级，仅仅在几天前，他还重申了300美元的目标价。FactSet调查的分析师对苹果股票的平均目标价为248.14美元，低于苹果股价周四的收盘价259.02美元。Ives表示：“我们认为苹果正进入一个由人工智能驱动的iPhone升级周期，而这一点仍然被华尔街低估。”他提到，12月11日发布的18.2版操作系统更新带来了AI表情符号生成和“Siri中的ChatGPT集成”等新功能。韦德布什认为，数百个仍在开发中的应用程序将为苹果带来数十亿美元的年收入。这些应用程序“基于苹果智能的构建块”，将在未来12到18个月内推动“苹果的增长复兴”。韦德布什分析师还指出，苹果的服务业务已被单独估值为2万亿美元，预计苹果将突破4万亿美元市值大关，成为“第一个加入这一独特俱乐部的公司”。截至周四下午，苹果的市值为3.92万亿美元。要达到4万亿美元，苹果股价需要收盘价在或高于264.623美元。在韦德布什看来，苹果公司还正处于历史性的升级周期中，估计有3亿部iPhone已经超过四年未进行过升级。该公司认为，苹果可能在2025财年售出超过2.4亿部iPhone，创下公司历史上最高销售额。分析师写道：“我们认为，仅中国市场，就有1亿部iPhone处于2025年升级的窗口期。”新的AI功能将进一步推动这一进程。韦德布什表示：“罗马不是一天建成的，苹果的AI战略也不是，但随着苹果智能的种子开始生根发芽，这一战略将在未来几年彻底改变苹果消费者增长的故事。”然而，并非所有人对苹果最近的涨幅都充满热情。BTIG策略师Johnathan Krinsky指出，苹果股价上周上涨了2.6%，这是其连续第五周上涨2%或更多，这是自2010年以来首次出现这种情况。他表示，这为1月的股市走势“设置了一个困难的局面”，并警告称，在类似的上涨走势后，“苹果的一个月前景回报通常非常负面”。Krinsky建议：“随着苹果再次成为全球最有价值的公司，并接近4万亿美元市值，我们建议在进入1月时对该股保持谨慎态度。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"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":87,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/386102612300224"}