Apple cov khoom lag luam nce tom qab Wall Street bull tau txais kev nce siab me ntsis

Shares ntawm Apple Inc. tau nce hnub Wednesday tom qab tus kws tshuaj ntsuam xyuas ntev ntev Dan Ives ntawm Wedbush tau tsa nws lub hom phiaj tus nqi, hais txog cov cim qhia tias kev thov rau iPhones hauv Suav teb tau loj hlob.

Cov cuab yeej technology
AAPL,
+ 0.46%

Tshuag tau nce 0.4% hauv kev ua lag luam ua ntej, tom qab poob 1.5% rau hnub Tuesday kom snap peb-hnub yeej streak.

Ives tau hais tias cov khoom siv iPhone tau ruaj khov nyob rau lub Ib Hlis thiab Lub Ob Hlis, qhov sib txawv ntawm cov khoom siv-them lub Kaum Ob Hlis lub quarter uas tshwm sim los ntawm cov teeb meem cuam tshuam nrog Tuam Tshoj txoj cai xoom-COVID. Thiab cov lus qhia thaum ntxov hauv lub Peb Hlis qhia cov xwm txheej txuas ntxiv txhim kho.

"Peb Asia iPhone muab cov saw hlau kuaj lub lim tiam no tau nce ntau qhov zoo, nrog rau kev nce siab me ntsis hauv kev thov los ntawm Tuam Tshoj rau Apple nrog qhov kev thov kom rov zoo dua tshwm sim hauv cheeb tsam tseem ceeb tshaj tawm lub Kaum Ob Hlis, txawm hais tias qhov tsis paub tseeb macro backdrop," Ives tau sau rau hauv ib daim ntawv rau cov neeg siv khoom.

Hauv Apple cov nyiaj txiag thawj peb lub hlis twg, uas tau xaus rau lub Kaum Ob Hlis, iPhone cov nyiaj tau los ntawm $ 65.78 billion ua rau 56.1% ntawm tag nrho cov nyiaj tau los, thiab kev muag khoom tsim tawm hauv Suav teb ntawm $ 23.91 billion ua rau 20.4% ntawm tag nrho cov nyiaj tau los.

Ives tau hais tias Apple tab tom nce kev lag luam hauv Suav teb thiab kev thov hauv Asmeskas thiab Europe tau tuav zoo. Nws kwv yees tias kwv yees li ib feem peb ntawm cov neeg siv iPhone tam sim no tsis tau hloov kho lawv cov iPhones hauv ntau dua plaub xyoos, thiab nws ntseeg tias cov neeg siv iPhone tshiab ntxiv rau Apple lub ecosystem xyoo dhau los yuav ua rau muaj kev nce ntxiv ntawm lub tuam txhab. kev pabcuam kev lag luam nyob rau lub quarter tom ntej.

Kuj nyeem: Apple lub Tshuag muaj 5 overlooked catalysts uas yuav tsav nws siab dua, tus kws tshuaj ntsuam hais.

Ives rov hais dua qhov kev ua tau zoo tshaj qhov nws tau muaj ntawm Apple rau tsawg kawg peb xyoos dhau los. Nws tsa nws lub hom phiaj-tus nqi rau $ 190 los ntawm $ 180, nrog rau lub hom phiaj tshiab hais txog 25% upside los ntawm hnub Tuesday tus nqi kaw ntawm $ 151.60.

Tus nqi tshiab lub hom phiaj txuas Ives nrog Evercore ISI's Amit Daryanani rau lub hom phiaj thib ob siab tshaj plaws rau Apple cov khoom lag luam, raws li FactSet cov ntaub ntawv. Lub hom phiaj siab tshaj plaws ntawm Wall Street yog $ 195, uas peb tus kws tshuaj ntsuam - Jefferies 'Kyle McNealy, Piper Sandler's Harsh Kuman thiab TD Cowen's Krish Sankar - muaj nyob rau hauv Tshuag.

Ntawm 40 tus kws tshuaj ntsuam xyuas los ntawm FactSet uas npog Apple, 31 yog bullish, xya yog nruab nrab thiab 2 yog bearish. Qhov nruab nrab tus nqi phiaj yog $169.16.

Apple cov khoom lag luam tau nce 6.3% nyob rau peb lub hlis dhau los txog hnub Tuesday, thaum Dow Jones Industrial Nruab Nrab
DJIA,
-0.16%

tau poob 2.7% thiab thev naus laus zis-phooj ywg Nasdaq Composite
COMP,
-0.10%

tau muaj 4.1%.

Tau qhov twg los: https://www.marketwatch.com/story/apples-stock-gains-after-one-of-wall-streets-biggest-bulls-gets-a-little-more-bullish-83601f35?siteid=yhoof2&yptr= yahoo