4 Yog vim li cas Apple Tshuag nyuam qhuav tau kho dua tshiab

Ntawv loj

Kua

Tshuag muaj tau los kua muag lig, thiab qhov ntawd txhais tau hais tias nws yog lub sij hawm rau nws cov shares kom tau upgraded.

Nyob rau hauv ib tsab ntawv ceeb toom xav tias kev pab them nqi ntawm tech hardware tuam txhab uas muag, Credit Suisse analyst Shannon Cross tau tsa lub tuam txhab ntsuam xyuas ntawm

Kua

(ticker: AAPL) rau Outperform los ntawm Neutral, txawm tias cov Tshuag tau poob 0.1% hauv kev ua lag luam thaum ntxov Wednesday. Ua li ntawd nws tau muab plaub qhov laj thawj rau nws txoj kev cia siab.

Yog vim li cas No.1: Ntau tus neeg siv Apple li. Hla tau sau tseg tias ntau dua 1.8 billion iPhones, khoos phis tawj, thiab zoo li yog nyob rau hauv kev ncig, uas pab txhawb nqa lub tuam txhab cov kev pabcuam thiab software, thaum tseem ua rau lawv nyob ib puag ncig raws li cov neeg siv khoom. "Los ntawm kev tsim thiab tsim Apple software thiab cov kev pabcuam rau Apple cov khoom siv kho vajtse, lub tuam txhab tsim cov khoom lag luam sib txawv nrog rau kev ua haujlwm zoo," Cross sau.

No. 2: Apple cov kev pabcuam kev lag luam yuav pab tau nws cov nyiaj tau los. Apple lub lag luam kho vajtse zoo heev, tab sis nws cov kev pabcuam kev lag luam yog tus tsim nyiaj tiag. Cross tau sau tseg tias lub tuam txhab cov kev pabcuam ntu ua rau tag nrho cov nyiaj tau los ntau dua 65%, thiab nws cia siab tias nws yuav loj hlob ntxiv raws li feem pua ​​​​ntawm cov nyiaj tau los thiab tag nrho cov txiaj ntsig.

No. 3: Tag nrho cov npoo tsis yog shabby ib yam nkaus — thiab yuav tsum loj hlob ntxiv. "Peb kwv yees cov paj laum tag nrho yuav txuas ntxiv mus ib puag ncig 43%, nrog kev nce nqi thiab cov txiaj ntsig cuam tshuam los ntawm cov nyiaj tau los ntawm Kev Pabcuam siab dua (loj hlob ob tus lej) thiab ntsug kev sib koom ua ke ntawm cov khoom," Cross hais.

No. 4: Kua muaj ib tuj nyiaj ntsuab. Apple tab tom zaum ntawm $ 192 nphom hauv cov nyiaj ntsuab, uas yuav tsum tso cai rau nws ua txhua yam nws xav tau ua kom tsav rov qab. Yuav tsum ua qee yam R & D? Tsis muaj teeb meem. Rov qab nyiaj ntsuab rau cov tswv lag luam nrog cov nyiaj faib thiab rovqab dua? Yooj yim peasy. Ua kev yuav khoom? Muaj tseeb tiag (tsuas yog nws tuaj yeem tau txais kev pom zoo ntawm kev tswj hwm).

Ntxiv tag nrho, thiab Hla pom Apple cov khoom lag luam tsoo $ 201, nce 17% txij hnub Tuesday kaw ntawm $ 172.03. Qhov ntawd yog txhua yam zoo thiab zoo. Peb qhov teeb meem nkaus xwb nrog kev hu xov tooj (uas yuav muaj ntau ntxiv nrog rau lub sijhawm ntawm Hla qhov piv txwv ntawm lub tuam txhab) yog tias Apple Tshuag tau nce 32% txij li hauv qab ntawm lub Rau Hli 16. Nrog rau kev hloov kho, 79% ntawm cov kws tshuaj ntsuam xyuas cov khoom tam sim no. ntsuas Apple qhov hnyav dhau los lossis sib npaug.

Nws lig dhau mus caum?

Sau ntawv mus rau Ben Levisohn ntawm [email tiv thaiv]