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- EggyEggy
  ·2021-02-26
  Hold
  Bitcoin May Be Weighing on Tech Stocks Again
  “Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerN
  Bitcoin May Be Weighing on Tech Stocks Again
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- EggyEggy
  ·2021-02-26
  Bullish on apple
  Apple Stock: What Wall Street Has Been Saying This Week
  Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.Over the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.Wedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.He
  Apple Stock: What Wall Street Has Been Saying This Week
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- EggyEggy
  ·2021-02-26
  Frenzy
  非常抱歉，此主贴已删除
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The chip stock stands out because the company issueda strong earnings reportWednesday, including a lift from products related to Bitcoin and other cryptocurrencies.</p><p>Payments app&nbsp;Square(SQ), meanwhile, also continued its slide, down 4.3%, at $227.11. The company’srelatively strong&nbsp;earnings report on Tuesday included investments and operational gains from Bitcoin, and the firm said it plans to “double down” on the digital coin. That may be weighing on the stock, which is down nearly 20% in the last few sessions as&nbsp;Bitcoin prices have slumped.</p><p>Tech is under pressure for other reasons: Steep valuations have made the sector vulnerable to weakness in company forecasts. Rising bond yields pose a threat by pressuring the present value of future cash flows. Big Tech is also a crowded trade that could be losing favor as investors look for more-cyclical exposure or sectors with lower valuations.</p><p>But the trading patterns in Nvidia, Square,Tesla(TSLA), and other stocks may also be a sign of Bitcoin’s growing influence. Companies are plowing capital into Bitcoin directly and related products and services, expanding exposure at a time when prices have skyrocketed more than 350% in the past year. Despite its recent slide, Bitcoin is still up 67% this year.</p><p>Crypto is&nbsp;certainly gathering momentum.Mastercard&nbsp;(MA) said this month that it would start supporting cryptocurrencies directly on its network, noting that many consumers are already using cards to buy crypto assets. But it would still be a stretch to turn Bitcoin into a viable currency for everyday purchases, a&nbsp;Mastercard&nbsp;executive noted at a conference on Thursday.</p><p>“Bitcoin doesn’t behave like a payment instrument,” said Mastercard Executive Vice Chair Ann Cairns, according to a&nbsp;report&nbsp;on MarketWatch. “It’s too volatile and it takes too long to transact.”</p><p>Whether it becomes an asset class or payment instrument, the rise (and potential fall) of Bitcoin is ripping through corners of tech, banking, and other sectors.</p><p>Nvidia, for instance, issued animpressiveearnings report, as<i>Barron’s</i>noted. But it’s also becoming more of a crypto play.</p><p>The company said crypto may have had a $100 million to $300 million positive impact in the quarter. The firm is launching a new line of cryptocurrency mining processors, or CMPs, for professional crypto-mining.</p><p>“Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power,” Nvidia told investors. Its new line of CMPs will give the firm more visibility into the contribution of crypto to revenue, the company added.</p><p>Some analysts are questioning the sustainability of the trend.Piper Sandler’s Harsh Kumarreiterated an Overweight rating on the shares, for instance, but cautioned about Nvidia’s growing exposure to crypto.</p><p>“With cryptocurrency entering the picture again, the delineation between crypto and core gaming upside is blurred,” he writes. “We feel investors may question the sustainability of these trends, particularly given the cryptocurrency issues in the past.”</p><p>Payments app Square, as noted above, is also now squarely in the Bitcoin debate. While core business trends are looking healthy, investors may be concerned that Square is expanding into crypto as prices peak. The company purchased $170 million of Bitcoin in the quarter, on top of $50 million previously purchased, and is marketing its Cash App as a mechanism to buy, store, and eventually transact with the cryptocurrency.</p><p>Wall Street has mixed views on that idea. Competitors like&nbsp;PayPal Holdings(PYPL) are also plowing into Bitcoin, along with other “neobbank” competitors, notes&nbsp;JMP analyst David Scharf. That raises questions about the long-term “stickiness” of Cash App and whether its growth can be sustained.</p><p>Indeed, Cash App now accounts for about half of Square’s gross profits, and the company is counting on Bitcoin to fuel demand. That is making Square stock a kind of derivative on Bitcoin; shares have been increasingly correlated to the price of Bitcoin over the past year, and the relationship may only be getting tighter.</p><p>Square stock also may not be fully accounting for the volatility of Bitcoin, which has had several boom-bust cycles. At around 100 estimated 2022 Ebitda (earnings before interest, taxes, depreciation, and amortization), the stock looks fully valued, according to Scharf, who maintained a Market Perform rating.</p><p>Guggenheim’s Jeff Cantwell&nbsp;took the opposite side of that debate. He upgraded Square stock to a Buy on Thursday, partly on an upbeat outlook for Bitcoin. “We think Bitcoin is on a long-term trajectory higher,” he writes, adding that it should drive an increase in Cash App usage and other metrics.</p><p>He doesn’t see Bitcoin becoming a currency used for mainstream purchases anytime soon. But that’s beside the point, he notes, since Bitcoin is turning into “digital gold”—a store of value and an asset class. There are 50 million digital Bitcoin wallets globally, a large and growing user base, he notes. Square is doing its part to take Bitcoin mainstream.</p><p>Cantwell sees Square stock hitting $288. Bitcoin may have to do its part for the stock to get there, too.</p>","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>Bitcoin May Be Weighing on Tech Stocks Again</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\">\nBitcoin May Be Weighing on Tech Stocks Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-...</p>\n\n<a href=\"https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","NVDA":"英伟达","SQ":"Block",".SPX":"S&P 500 Index","PYPL":"PayPal"},"source_url":"https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125238969","content_text":"“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-heavyNasdaq Compositeindex. The chip stock stands out because the company issueda strong earnings reportWednesday, including a lift from products related to Bitcoin and other cryptocurrencies.Payments app Square(SQ), meanwhile, also continued its slide, down 4.3%, at $227.11. The company’srelatively strong earnings report on Tuesday included investments and operational gains from Bitcoin, and the firm said it plans to “double down” on the digital coin. That may be weighing on the stock, which is down nearly 20% in the last few sessions as Bitcoin prices have slumped.Tech is under pressure for other reasons: Steep valuations have made the sector vulnerable to weakness in company forecasts. Rising bond yields pose a threat by pressuring the present value of future cash flows. Big Tech is also a crowded trade that could be losing favor as investors look for more-cyclical exposure or sectors with lower valuations.But the trading patterns in Nvidia, Square,Tesla(TSLA), and other stocks may also be a sign of Bitcoin’s growing influence. Companies are plowing capital into Bitcoin directly and related products and services, expanding exposure at a time when prices have skyrocketed more than 350% in the past year. Despite its recent slide, Bitcoin is still up 67% this year.Crypto is certainly gathering momentum.Mastercard (MA) said this month that it would start supporting cryptocurrencies directly on its network, noting that many consumers are already using cards to buy crypto assets. But it would still be a stretch to turn Bitcoin into a viable currency for everyday purchases, a Mastercard executive noted at a conference on Thursday.“Bitcoin doesn’t behave like a payment instrument,” said Mastercard Executive Vice Chair Ann Cairns, according to a report on MarketWatch. “It’s too volatile and it takes too long to transact.”Whether it becomes an asset class or payment instrument, the rise (and potential fall) of Bitcoin is ripping through corners of tech, banking, and other sectors.Nvidia, for instance, issued animpressiveearnings report, asBarron’snoted. But it’s also becoming more of a crypto play.The company said crypto may have had a $100 million to $300 million positive impact in the quarter. The firm is launching a new line of cryptocurrency mining processors, or CMPs, for professional crypto-mining.“Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power,” Nvidia told investors. Its new line of CMPs will give the firm more visibility into the contribution of crypto to revenue, the company added.Some analysts are questioning the sustainability of the trend.Piper Sandler’s Harsh Kumarreiterated an Overweight rating on the shares, for instance, but cautioned about Nvidia’s growing exposure to crypto.“With cryptocurrency entering the picture again, the delineation between crypto and core gaming upside is blurred,” he writes. “We feel investors may question the sustainability of these trends, particularly given the cryptocurrency issues in the past.”Payments app Square, as noted above, is also now squarely in the Bitcoin debate. While core business trends are looking healthy, investors may be concerned that Square is expanding into crypto as prices peak. The company purchased $170 million of Bitcoin in the quarter, on top of $50 million previously purchased, and is marketing its Cash App as a mechanism to buy, store, and eventually transact with the cryptocurrency.Wall Street has mixed views on that idea. Competitors like PayPal Holdings(PYPL) are also plowing into Bitcoin, along with other “neobbank” competitors, notes JMP analyst David Scharf. That raises questions about the long-term “stickiness” of Cash App and whether its growth can be sustained.Indeed, Cash App now accounts for about half of Square’s gross profits, and the company is counting on Bitcoin to fuel demand. That is making Square stock a kind of derivative on Bitcoin; shares have been increasingly correlated to the price of Bitcoin over the past year, and the relationship may only be getting tighter.Square stock also may not be fully accounting for the volatility of Bitcoin, which has had several boom-bust cycles. At around 100 estimated 2022 Ebitda (earnings before interest, taxes, depreciation, and amortization), the stock looks fully valued, according to Scharf, who maintained a Market Perform rating.Guggenheim’s Jeff Cantwell took the opposite side of that debate. He upgraded Square stock to a Buy on Thursday, partly on an upbeat outlook for Bitcoin. “We think Bitcoin is on a long-term trajectory higher,” he writes, adding that it should drive an increase in Cash App usage and other metrics.He doesn’t see Bitcoin becoming a currency used for mainstream purchases anytime soon. But that’s beside the point, he notes, since Bitcoin is turning into “digital gold”—a store of value and an asset class. There are 50 million digital Bitcoin wallets globally, a large and growing user base, he notes. Square is doing its part to take Bitcoin mainstream.Cantwell sees Square stock hitting $288. Bitcoin may have to do its part for the stock to get there, too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368692403,"gmtCreate":1614315044302,"gmtModify":1703476245694,"author":{"id":"3573531494106600","authorId":"3573531494106600","name":"Eggy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573531494106600","authorIdStr":"3573531494106600"},"themes":[],"htmlText":"Bullish on apple","listText":"Bullish on apple","text":"Bullish on apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368692403","repostId":"1171144271","repostType":4,"repost":{"id":"1171144271","pubTimestamp":1614309824,"share":"https://www.laohu8.com/m/news/1171144271?lang=&edition=full","pubTime":"2021-02-26 11:23","market":"us","language":"en","title":"Apple Stock: What Wall Street Has Been Saying This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171144271","media":"TheStreet","summary":"Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.Over the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.Wedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.He ","content":"<p>Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.</p>\n<p>Over the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.</p>\n<p><b>5G super cycle and record valuation</b></p>\n<p>Wedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.</p>\n<p>He&nbsp;published&nbsp;a note on Monday, February 22, stating that the stock should reach $3 trillion market cap by the end of this year – representing an aggressive 43% increase from current levels in just about 10 months.</p>\n<p>Mr. Ives continues to use his channel checks in Asia to support his optimism and Street-high price target of $175 per share, which is primarily justified by the iPhone 12’s ongoing 5G super cycle.</p>\n<p>The analyst also made an interesting remark regarding streaming video. According to him, Apple&nbsp;missed&nbsp;the opportunity to acquire Netflix, several years ago, when it would have been more affordable to do so.</p>\n<p>Now, he thinks Apple needs to acquire a studio to become a more relevant streaming video player:</p>\n<blockquote>\n “We’ve talked about an MGM, a Lionsgate, an A24, otherwise they’re going to continue to sort of be on the outside looking in. And that’s why I think this is something they’re going to be forced into, because it’s all about content.”\n</blockquote>\n<p>I have asked Twitter about Apple’s streaming video strategy. Here is what people have been saying:</p>\n<p><img src=\"https://static.tigerbbs.com/8403d18cc73fcf490a8b11ce06924922\" tg-width=\"755\" tg-height=\"599\"></p>\n<p><b>Streaming video a weak spot</b></p>\n<p>Dan Ives’ concerns over Apple’s position in streaming video was&nbsp;echoed&nbsp;by UBS’ Tim Arcuri, who holds a neutral rating on the stock. According to him:</p>\n<blockquote>\n “Apple TV+ adoption remains a middling offering with just 1 in 4 surveyed noting they have an Apple subscription compared to over 70% for Netflix, 40% for both Disney+ and Hulu and over 50% of Amazon Prime Video.”\n</blockquote>\n<p>I have noted before that, among Apple’s services, only a couple can be considered an undisputed success – iCloud and the App Store among them. The company is a clear underdog in online video and, to some extent, music.</p>\n<p>However, Apple’s service segment continues to perform strongly.I have recently expressed some confidencet&nbsp;hat the division will see revenues double again in the next five years.</p>\n<p><b>More on the EV opportunity</b></p>\n<p>Lastly, Piper Sandler’s Harsh Kumar&nbsp;weighed in&nbsp;on Apple and the electric vehicle opportunity. The analyst, who holds a buy rating on the stock and price target of $160 apiece, thinks that entering the EV market makes sense for the Cupertino company:</p>\n<blockquote>\n “Similar to its other hardware offerings, Apple can enter the market at a time of peak technology disruption while avoiding the risk of forming the market.”\n</blockquote>\n<p>The analyst goes further and tags a dollar amount to the EV opportunity: $50 billion in revenues by 2030. The number may look quite large at first glance, but context is needed here.</p>\n<p>In fiscal 2020, Apple produced nearly $275 billion in sales. At a speculated, compounded top-line growth rate of 5%, total company revenues should reach $450 billion in ten years. At that point, EVs would represent only roughly 10% of the total pie – about the size of the Mac segment today.</p>\n<p>I have warned readers about the pitfalls&nbsp;of justifying an investment in Apple on the back of the EV opportunity. If anything, exuberance in December may have led to&nbsp;the stock jumping too high, too quickly.</p>\n<p>At the end of the day, Apple is still a tech device and consumer services company. In my view, investors should be comfortable with this business model first, before speculating on anything related to the Apple Car.</p>\n<p><b>Where the Street stands</b></p>\n<p>Overall, bank analysts continue to be bullish on Apple.</p>\n<p>The table below shows a “strong buy” consensus rating, out of 25 analysts tracked by&nbsp;Stock Rover. The average price target stands at nearly $150 per share, which represents almost 20% upside opportunity from current levels.</p>\n<p>The recent pullback in Apple’s stock price&nbsp;might make an investment at current levels more appealing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8966e914e5b26c12a3c2347bdba7034b\" tg-width=\"1200\" tg-height=\"1158\"><span>Consensus rating on Apple stock.</span></p>","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 Stock: What Wall Street Has Been Saying This Week</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\">\nApple Stock: What Wall Street Has Been Saying This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-what-wall-street-has-been-saying-this-week><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.\n...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-what-wall-street-has-been-saying-this-week\">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://www.thestreet.com/apple/stock/apple-stock-what-wall-street-has-been-saying-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171144271","content_text":"Wall Street has been sharing insightful information on Apple and its stock lately. The Apple Maven reviews some of the most interesting reports, and unveils where analyst sentiment currently stands.\nOver the past week, bank analysts have published a number of insightful reports on Apple. Today, the Apple Maven reviews some of the most relevant ones, and recaps Wall Street’s overall sentiment towards the Cupertino company’s stock.\n5G super cycle and record valuation\nWedbush analyst Dan Ives continues to be Apple’s “bull of bulls”.\nHe published a note on Monday, February 22, stating that the stock should reach $3 trillion market cap by the end of this year – representing an aggressive 43% increase from current levels in just about 10 months.\nMr. Ives continues to use his channel checks in Asia to support his optimism and Street-high price target of $175 per share, which is primarily justified by the iPhone 12’s ongoing 5G super cycle.\nThe analyst also made an interesting remark regarding streaming video. According to him, Apple missed the opportunity to acquire Netflix, several years ago, when it would have been more affordable to do so.\nNow, he thinks Apple needs to acquire a studio to become a more relevant streaming video player:\n\n “We’ve talked about an MGM, a Lionsgate, an A24, otherwise they’re going to continue to sort of be on the outside looking in. And that’s why I think this is something they’re going to be forced into, because it’s all about content.”\n\nI have asked Twitter about Apple’s streaming video strategy. Here is what people have been saying:\n\nStreaming video a weak spot\nDan Ives’ concerns over Apple’s position in streaming video was echoed by UBS’ Tim Arcuri, who holds a neutral rating on the stock. According to him:\n\n “Apple TV+ adoption remains a middling offering with just 1 in 4 surveyed noting they have an Apple subscription compared to over 70% for Netflix, 40% for both Disney+ and Hulu and over 50% of Amazon Prime Video.”\n\nI have noted before that, among Apple’s services, only a couple can be considered an undisputed success – iCloud and the App Store among them. The company is a clear underdog in online video and, to some extent, music.\nHowever, Apple’s service segment continues to perform strongly.I have recently expressed some confidencet hat the division will see revenues double again in the next five years.\nMore on the EV opportunity\nLastly, Piper Sandler’s Harsh Kumar weighed in on Apple and the electric vehicle opportunity. The analyst, who holds a buy rating on the stock and price target of $160 apiece, thinks that entering the EV market makes sense for the Cupertino company:\n\n “Similar to its other hardware offerings, Apple can enter the market at a time of peak technology disruption while avoiding the risk of forming the market.”\n\nThe analyst goes further and tags a dollar amount to the EV opportunity: $50 billion in revenues by 2030. The number may look quite large at first glance, but context is needed here.\nIn fiscal 2020, Apple produced nearly $275 billion in sales. At a speculated, compounded top-line growth rate of 5%, total company revenues should reach $450 billion in ten years. At that point, EVs would represent only roughly 10% of the total pie – about the size of the Mac segment today.\nI have warned readers about the pitfalls of justifying an investment in Apple on the back of the EV opportunity. If anything, exuberance in December may have led to the stock jumping too high, too quickly.\nAt the end of the day, Apple is still a tech device and consumer services company. In my view, investors should be comfortable with this business model first, before speculating on anything related to the Apple Car.\nWhere the Street stands\nOverall, bank analysts continue to be bullish on Apple.\nThe table below shows a “strong buy” consensus rating, out of 25 analysts tracked by Stock Rover. The average price target stands at nearly $150 per share, which represents almost 20% upside opportunity from current levels.\nThe recent pullback in Apple’s stock price might make an investment at current levels more appealing.\nConsensus rating on Apple stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368696716,"gmtCreate":1614314977935,"gmtModify":1703476243981,"author":{"id":"3573531494106600","authorId":"3573531494106600","name":"Eggy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573531494106600","authorIdStr":"3573531494106600"},"themes":[],"htmlText":"Frenzy","listText":"Frenzy","text":"Frenzy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368696716","repostId":"1120523685","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}