分析师预测苹果股价有望突破400美元大关,理由是5g“超级循环”
Analyst sees 'bull case' of $400 for Apple, citing 5g 'super cycle'
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2020-01-06 23:23
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火星译客

Is Apple due for a pullback after its nearly 90% surge last year? Longtime technology analyst Dan Ives doesn't believe so.

在去年股价飙升近90%之后,苹果是否会出现回调?长期从事科技行业的分析师Dan Ives不这么认为。

In fact, the Wedbush analyst said 2019 was just the beginning phase of a "transformational 5G super cycle," while the demand for iPhone 11 has been stronger than expected. Ives now sees a "bull case" of $400 for Apple's stock by year-end, a nearly 35% climb from here.

事实上,这位Wedbush的分析师表示,2019年只是5G超级循环转型的开始阶段,而iPhone 11的需求一直比预期强劲。Ives目前预计苹果股价年底前将上涨到400美元,较目前水平上涨近35%。

"IPhone 11 strength appears to have legs both in the US and China as installed base demand continues to look healthy into the March/June quarters with the drumroll into the highly anticipated 5G upgrade cycle in September," Ives said.

Ives表示,IPhone 11在美国和中国似乎都很受欢迎,因为随着备受期待的9月份5G升级周期的到来,3月至6月的季度内,IPhone的安装基数需求继续保持健康。

Shares of Apple rallied a whopping 86% in 2019, posting their best year since 2009 and single-handedly contributing more than 8% of the S&P 500's total returns in the year. Ives is the biggest Apple bull on Wall Street with the highest price target of $350 among 44 analysts covering the stock, according to FactSet.

苹果公司的股价在2019年暴涨86%,创下2009年以来的最佳表现,并对标普500指数今年的总回报率贡献超过8%。据FactSet的数据,Ives是华尔街上最看好苹果的人,在关注该股的44位分析师中,他的目标价格最高,为350美元。

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Of an estimate of 925 million iPhones worldwide, roughly 350 million of them are in the "window of an upgrade opportunity" into 5G and new models, he said.

他说,全球估计有9.25亿部iphone手机,其中大约有3.5亿部有机会升级到5G和新机型。

"We believe Cupertino has a unique opportunity to capture this super cycle opportunity with a major 5G cycle on the horizon," Ives said. "There are at least 5 iPhone versions that will launch in 2020 with the main event the 5G launch in September that could include a number of versions/models."

Ives说,我们相信位于库比蒂诺的苹果总公司有一个独特的机会来抓住这个超级周期的机会,一个重大的5G周期即将到来。至少有5个iPhone版本将在2020年推出,9月份的5G发布将是主要事件,其中可能包括多个版本。

Wedbush's recent checks revealed the iPhone 11 units for the holiday season was "robust" and there was an "eye popping" AirPods performance, Ives said.

Ives说,Wedbush最近的调查显示,iPhone 11在假期销售季表现强劲,AirPods的表现令人瞠目。

The analyst also predicted Apple's services business to reach $500 billion to $650 billion, becoming a key revenue stream for the tech giant.

这位分析师还预测,苹果的服务业务将达到5000亿至6500亿美元,成为这家科技巨头的主要收入来源。

Shares of Apple dipped 1% in premarket trading on Monday to $94.50 as the broad market fell amid escalating U.S.-Iran tensions.

周一,美伊紧张局势升级之际,大盘下跌,苹果股价在盘前交易中下跌1%至94.50美元。

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