Cov tub lag luam tab tom loj hlob tsis zoo txog cov tuam txhab thev naus laus zis - thiab ntawm Apple (AAPL) tshwj xeeb. Lub tuam txhab tus nqi lag luam poob qis dua $ 2 trillion thawj zaug txij li lub caij nplooj ntoo hlav dhau los rau hnub Tuesday.
Dan Ives ntawm Wedbush Securities qhia lawv cov kev txhawj xeeb. Hauv tsab ntawv ceeb toom rau cov tub ua lag luam, nws txo qis nws lub hom phiaj rau Apple ntawm $ 200 txog $ 175. Txawm li cas los xij, lub tuam txhab tswj hwm qhov kev ua tau zoo, thiab Ives tseem muaj kev cia siab txog lub sijhawm ntev rau cov khoom lag luam.
"Tech yog tus yeeb ncuab thib ib ntawm Wall Street. Thiab Apple muaj qhov muag tsis pom ntawm nws sab nraub qaum, nrog kev ntshai ntawm kev xav tau muag rau xyoo 2023, "Ives hais rau Yahoo Nyiaj Txiag. Tab sis, raws li nws tau hais hauv cov tub ua lag luam ceeb toom: "Peb ntseeg tias qhov kev thov tag nrho ib puag ncig zoo dua li Txoj Kev xav tau."
Apple tau ua pov thawj ntau dua li lwm lub tuam txhab thev naus laus zis hauv xyoo 2022. Piv txwv li, lub tuam txhab cov khoom lag luam tau poob ib ncig ntawm 30%, thaum Netflix (NFLX) thiab Facebook (META) poob los ntawm kwv yees li 50% thiab 70%, feem. Lub tuam txhab kawg cov nyiaj tau daim ntawv qhia txog pom tias cov nyiaj tau los xyoo dhau los nce ntawm 8% rau $ 90.1 billion, ntaus cov kws tshuaj ntsuam qhov kev cia siab los ntawm 1.51 billion.
"Apple tseem yog lub laser tsom ntawm cov cuab yeej thev naus laus zis raws li lub npe no tau tuav tau zoo dua li qhov seem ntawm cov khoom siv thev naus laus zis raug ntaus xyoo dhau los," Ives hais.
Tab sis Apple tseem tau ntsib cov teeb meem. COVID-19 kev txwv tsis pub txuas ntxiv mus cuam tshuam rau lub tuam txhab Tuam Tshoj cov khoom lag luam thiab cov kev lag luam nyiaj txiag muaj kev txhawj xeeb txog lub tuam txhab tuaj yeem pom qhov kev thov poob qis. Zoo li lwm lub tebchaws, nws tau ntsib kev ntshai ntawm kev lag luam nyiaj txiag thiab nyiaj txiag kev lag luam - lub tuam txhab tso tawm 100 tus neeg ua haujlwm cog lus rau lub Yim Hli.
Tab sis Ives ntseeg siab tias lub tuam txhab yuav pom qhov kev thov muaj zog mus rau tom ntej.
"Txawm hais tias kwv yees li 8 lab txog 10 lab iPhone tau raug thawb tawm ntawm lub Kaum Ob Hlis peb lub hlis twg vim muaj teeb meem ntawm cov saw hlau, uas yuav tsum muaj txiaj ntsig hauv lub Peb Hlis peb tsis pom qhov kev thov no evaporating tab sis hloov mus rau xyoo 2023," Ives hais hauv tus neeg ua lag luam daim ntawv ceeb toom.
Nws kuj tau taw qhia rau lub tuam txhab muaj zog thoob ntiaj teb kev teeb tsa lub hauv paus, uas tau nce 9.9% xyoo dhau los rau ntau tshaj 2 billion hauv 2022, raws li S&P Global Market Intelligence.
"Peb qhov kev pom yog tias nws yog Pob Zeb ntawm Gibraltar cov khoom lag luam uas yuav tuav tau zoo dua li lwm cov thev naus laus zis, vim nws lub hauv paus tau teeb tsa," Ives hais rau Yahoo Nyiaj Txiag.
Hauv nws daim ntawv, Ives ntxiv tias Apple muaj 200 lab + iPhone units uas tsis tau hloov kho nyob rau hauv kwv yees li 4 xyoo thiab ntau cov khoom lag luam tau cog lus rau lub qab ntug. Piv txwv li, Apple Glasses thiab iPhone 15 yuav tshaj tawm xyoo 2023. Cov neeg lag luam thiab cov neeg siv khoom zoo ib yam tau zoo siab rau yav dhau los, uas tau ua haujlwm rau xya xyoo, raws li kev tshaj tawm los ntawm Bloomberg.
Txawm hais tias Ives tau lees paub tias kev lag luam kev lag luam zoo li kev nce nqi tuaj yeem ua rau lub tuam txhab, nws hais tias Apple tseem yog nws lub npe nrov tshaj plaws.
Ives hais tias "Hauv qhov macro no, txhua tus neeg yuav raug ntaus," Ives hais. "Kuv tsuas yog ntseeg tias qhov kev ntshai no tsuas yog qhov tsis zoo tshaj qhov tseeb."
Apple tam sim no muaj cov kws tshuaj ntsuam xyuas hauv qab no: 24 Yuav, 6 Tshaj Tawm, 8 Tuav, 1 Qhov hnyav, 2 Muag.
Dylan Croll yog tus kws sau xov xwm thiab tshawb fawb ntawm Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter ntawm @CrollonPatrol.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/apple-stock-its-a-rock-of-gibraltar-says-wedbushs-dan-ives-180903211.html