Apple Inc (NASDAQ: UA) tau muaj qhov tsis zoo rau xyoo 2022 tab sis xyoo tom ntej yuav yog ib lub zog, hais tias Jim Suva. Nws yog Senior Analyst ntawm Citigroup.
Suva's bull case rau Apple Tshuag
Suva cia siab tias cov nyiaj ua haujlwm loj hlob hauv Is Nrias teb yuav ua rau muaj kev cuam tshuam loj heev rau kev siv thev naus laus zis hauv xyoo 2023. Qhov tseem ceeb tshaj, nws tsis xav tias cov neeg siv khoom lag luam poob qis kom muaj txiaj ntsig zoo rau kev muag iPhone.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Ntau tus ntseeg tias kev loj hlob muaj zog pom nyob rau hauv iPhones nyob rau hauv ob xyoos dhau los yuav pom kev poob qis ua ntej vim qhov kev kub ntxhov ntawm macro feem ntau cuam tshuam los ntawm cov neeg siv khoom siv. Peb tsis ntseeg qhov no.
Lub multinational tau tshaj tawm tsuas yog lub hlis dhau los ntawm kev nthuav tawm nws lub AR / VR lub mloog pob ntseg, uas, raws li tus kws tshuaj ntsuam Citi, yuav yog lwm qhov kev txhawb nqa rau Kua Tshuag nyob rau hauv 2023.
Rau lub xyoo, shares ntawm tus tsim iPhone poob ntau dua 25% ntawm kev sau ntawv.
Dab tsi ntxiv tuaj yeem pab Apple Tshuag?
Suva tseem ntseeg tau tias cov kev pabcuam kev loj hlob yuav nce mus tom ntej tom qab plaub lub quarter sib law liag ntawm kev poob qis. Nws pom kev tswj hwm kev pheej hmoo ntaus nqi rau nws App Store hauv Europe raws li overblown ib yam nkaus.
Thaum lub Kaum Ob Hlis lub quarter raug txwv los ntawm kev muab khoom (Tuam Tshoj Covid kaw cuam tshuam ntau lawm), peb ntseeg tias qhov kev thov rau Apple cov khoom thiab cov kev pabcuam zoo li yuav nyob ruaj khov nyob rau xyoo 2023.
Raws li tus kws tshuaj ntsuam Citi, Apple yuav siv nyiaj rau sab qaum teb ntawm $ 100 nphom ntawm cov tswv lag luam rov qab rau xyoo tom ntej uas yuav txhawb nqa nws cov nqi sib koom ntxiv.
Nws pom zoo muas Apple Tshuag thiab pom upside nyob rau hauv nws mus rau $ 175 - ntau tshaj li 30% nce los ntawm no.
Tau qhov twg los: https://invezz.com/news/2022/12/25/buy-apple-stock-for-2023-citi-jim-suva/