明明白白_1099 personal page - To The Moon

明明白白_1099

明明白白_1099

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明明白白_1099

01-14

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明明白白_1099

01-13

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明明白白_1099

01-12

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明明白白_1099

01-12

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明明白白_1099

01-11

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明明白白_1099

01-10

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明明白白_1099

01-10

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@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

明明白白_1099

01-09

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明明白白_1099

01-08

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明明白白_1099

01-07

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明明白白_1099

2023-12-25

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明明白白_1099

2023-11-13

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@koolgal:Stocks On The Move This Week - Coinbase, Palantir, Faraday & Disney

明明白白_1099

2023-06-26

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明明白白_1099

2023-06-25

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明明白白_1099

2023-06-22

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明明白白_1099

2023-06-21

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明明白白_1099

2023-06-19

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明明白白_1099

2023-06-17

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明明白白_1099

2023-06-12

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明明白白_1099

2023-06-11

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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261449460719800","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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07:13","market":"sh","language":"zh","title":"威马汽车向港交所提交IPO申请","url":"https://stock-news.laohu8.com/highlight/detail?id=1127528040","media":"老虎资讯综合","summary":"6月1日讯，据港交所文件披露，威马控股有限公司向港交所提交上市申请书，联席保荐人为海通国际、招银国际、中银国际。据招股书，凭藉领先的技术能力，公司销量录得快速增长。尤其是，2021年电动汽车销量为44","content":"<html><head></head><body><p>6月1日讯，据港交所文件披露，威马控股有限公司向港交所提交上市申请书，联席保荐人为海通国际、招银国际、中银国际。<img src=\"https://static.tigerbbs.com/cfa04a3ee5804357a1b55e41305f370d\" tg-width=\"1172\" tg-height=\"1451\" referrerpolicy=\"no-referrer\"/>据招股书，凭藉领先的技术能力，公司销量录得快速增长。尤其是，2021年电动汽车销量为44,152辆，较2020年翻了一番多。因此，根据灼识谘询的资料，公司2021年电动SUV销量在中国主流市场所有纯电动汽车制造商中排名第一，2021年电动汽车销量及智能电动汽车销量均在中国主流市场所有本土汽车制造商中排名第三。</p><p>尽管存在全球芯片及电芯持续短缺、价格上涨以及COVID-19疫情影响，凭藉公司的领先技术及高运营效率，电动汽车销量于往绩记录期间录得强劲增长。截至2021年12月31日，自2018年9月推出首款车型以来，公司已累计出售83495辆电动汽车。于往绩记录期间，电动汽车的销量大幅增长，由2019年的12799辆增至2020年的21937辆及2021年的44152辆。总收入由2019年的人民币17.62亿元迅速增长51.6%至2020年的人民币26.72亿元，并由2020年进一步增长77.5%至2021年的人民币47.43亿元。于往绩记录期间，毛损率有所改善，由2019年的58.3%下降至2020年的43.5%及2021年的41.1%。<img src=\"https://static.tigerbbs.com/e7edcbda1af67e5b7a3aa44913f25f31\" tg-width=\"622\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>威马汽车向港交所提交IPO申请</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n威马汽车向港交所提交IPO申请\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-01 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日讯，据港交所文件披露，威马控股有限公司向港交所提交上市申请书，联席保荐人为海通国际、招银国际、中银国际。<img src=\"https://static.tigerbbs.com/cfa04a3ee5804357a1b55e41305f370d\" tg-width=\"1172\" tg-height=\"1451\" referrerpolicy=\"no-referrer\"/>据招股书，凭藉领先的技术能力，公司销量录得快速增长。尤其是，2021年电动汽车销量为44,152辆，较2020年翻了一番多。因此，根据灼识谘询的资料，公司2021年电动SUV销量在中国主流市场所有纯电动汽车制造商中排名第一，2021年电动汽车销量及智能电动汽车销量均在中国主流市场所有本土汽车制造商中排名第三。</p><p>尽管存在全球芯片及电芯持续短缺、价格上涨以及COVID-19疫情影响，凭藉公司的领先技术及高运营效率，电动汽车销量于往绩记录期间录得强劲增长。截至2021年12月31日，自2018年9月推出首款车型以来，公司已累计出售83495辆电动汽车。于往绩记录期间，电动汽车的销量大幅增长，由2019年的12799辆增至2020年的21937辆及2021年的44152辆。总收入由2019年的人民币17.62亿元迅速增长51.6%至2020年的人民币26.72亿元，并由2020年进一步增长77.5%至2021年的人民币47.43亿元。于往绩记录期间，毛损率有所改善，由2019年的58.3%下降至2020年的43.5%及2021年的41.1%。<img src=\"https://static.tigerbbs.com/e7edcbda1af67e5b7a3aa44913f25f31\" tg-width=\"622\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a4bc674ef361cc583764a982634f153","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127528040","content_text":"6月1日讯，据港交所文件披露，威马控股有限公司向港交所提交上市申请书，联席保荐人为海通国际、招银国际、中银国际。据招股书，凭藉领先的技术能力，公司销量录得快速增长。尤其是，2021年电动汽车销量为44,152辆，较2020年翻了一番多。因此，根据灼识谘询的资料，公司2021年电动SUV销量在中国主流市场所有纯电动汽车制造商中排名第一，2021年电动汽车销量及智能电动汽车销量均在中国主流市场所有本土汽车制造商中排名第三。尽管存在全球芯片及电芯持续短缺、价格上涨以及COVID-19疫情影响，凭藉公司的领先技术及高运营效率，电动汽车销量于往绩记录期间录得强劲增长。截至2021年12月31日，自2018年9月推出首款车型以来，公司已累计出售83495辆电动汽车。于往绩记录期间，电动汽车的销量大幅增长，由2019年的12799辆增至2020年的21937辆及2021年的44152辆。总收入由2019年的人民币17.62亿元迅速增长51.6%至2020年的人民币26.72亿元，并由2020年进一步增长77.5%至2021年的人民币47.43亿元。于往绩记录期间，毛损率有所改善，由2019年的58.3%下降至2020年的43.5%及2021年的41.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008842635,"gmtCreate":1641425993513,"gmtModify":1676533613152,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008842635","repostId":"2201231564","repostType":4,"repost":{"id":"2201231564","kind":"highlight","pubTimestamp":1641425277,"share":"https://ttm.financial/m/news/2201231564?lang=&edition=fundamental","pubTime":"2022-01-06 07:27","market":"hk","language":"zh","title":"索尼发布第二款电动车，同时宣布开启商业化进程","url":"https://stock-news.laohu8.com/highlight/detail?id=2201231564","media":"华尔街见闻","summary":"索尼的造车前景开始日渐清晰。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNE\">索尼</a>的造车前景开始日渐清晰。</p><p>当地时间1月5日，在拉斯维加斯举行的2022 CES展会上，<a href=\"https://laohu8.com/S/SONY\">索尼</a>展示了公司最新的Vision-S SUV原型车，这是继2020年发布Vision-S电动跑车以来，索尼发布的第二款电动车。<img src=\"https://static.tigerbbs.com/63f0852e5f5210527d4abc44102b6e16\" tg-width=\"575\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/>作为初代 Vision-S 的七座补充，Vision-S SUV原型车依靠与初代相同的EV/云平台和娱乐硬件，整合了一整套360度的传感器，包括LiDAR和高灵敏度、高分辨率CMOS图像传感器。车内和车外共安装了40个传感器，用于监控车辆的安全。</p><p>索尼同时宣布将启动一个新的部门——索尼移动公司（Sony Mobility Inc），该部门将开始将其电动汽车商业化。</p><p>索尼CEO吉田宪一郎表示，公司正在探索电动汽车的商业进程。对于电动汽车行业的探索，会展示“创意娱乐公司”如何“重新定义（车辆）移动性”。</p><p>在电动汽车计划宣布后，索尼股价在东京上涨近4%。</p><p><img src=\"https://static.tigerbbs.com/a429ed974b494537f0116c0519d66d8f\" tg-width=\"833\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>除了商业化进程外，索尼已经开始探索公司电动车无人驾驶的可能性。</p><p>公开信息显示，索尼和德国<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>已于去年4月在德国奥尔登霍芬开始 VISION-S Prototype 的5G驾驶测试。验证车辆获取的各种传感器数据低延迟传输到云端，以及实时控制的可能性。外界分析认为，此举旨在为实现高度自动驾驶做准备。</p><p>目前市场对于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的造车进度高度关注。作为老牌电子消费巨头的索尼显然已经走在了前面。在2020年展示原型车后，公司的电动车计划正在取得进展。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>索尼发布第二款电动车，同时宣布开启商业化进程</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n索尼发布第二款电动车，同时宣布开启商业化进程\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648945><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>索尼的造车前景开始日渐清晰。当地时间1月5日，在拉斯维加斯举行的2022 CES展会上，索尼展示了公司最新的Vision-S SUV原型车，这是继2020年发布Vision-S电动跑车以来，索尼发布的第二款电动车。作为初代 Vision-S 的七座补充，Vision-S SUV原型车依靠与初代相同的EV/云平台和娱乐硬件，整合了一整套360度的传感器，包括LiDAR和高灵敏度、高分辨率...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648945\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63f0852e5f5210527d4abc44102b6e16","relate_stocks":{"SONY":"索尼","BK4554":"元宇宙及AR概念","BK4078":"消费电子产品"},"source_url":"https://wallstreetcn.com/articles/3648945","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201231564","content_text":"索尼的造车前景开始日渐清晰。当地时间1月5日，在拉斯维加斯举行的2022 CES展会上，索尼展示了公司最新的Vision-S SUV原型车，这是继2020年发布Vision-S电动跑车以来，索尼发布的第二款电动车。作为初代 Vision-S 的七座补充，Vision-S SUV原型车依靠与初代相同的EV/云平台和娱乐硬件，整合了一整套360度的传感器，包括LiDAR和高灵敏度、高分辨率CMOS图像传感器。车内和车外共安装了40个传感器，用于监控车辆的安全。索尼同时宣布将启动一个新的部门——索尼移动公司（Sony Mobility Inc），该部门将开始将其电动汽车商业化。索尼CEO吉田宪一郎表示，公司正在探索电动汽车的商业进程。对于电动汽车行业的探索，会展示“创意娱乐公司”如何“重新定义（车辆）移动性”。在电动汽车计划宣布后，索尼股价在东京上涨近4%。除了商业化进程外，索尼已经开始探索公司电动车无人驾驶的可能性。公开信息显示，索尼和德国沃达丰已于去年4月在德国奥尔登霍芬开始 VISION-S Prototype 的5G驾驶测试。验证车辆获取的各种传感器数据低延迟传输到云端，以及实时控制的可能性。外界分析认为，此举旨在为实现高度自动驾驶做准备。目前市场对于苹果的造车进度高度关注。作为老牌电子消费巨头的索尼显然已经走在了前面。在2020年展示原型车后，公司的电动车计划正在取得进展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980833078,"gmtCreate":1665702820795,"gmtModify":1676537650267,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a><v-v data-views=\"1\"></v-v>","text":"$AMC院线(AMC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980833078","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039566020,"gmtCreate":1646089353693,"gmtModify":1676534088768,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039566020","repostId":"1122487527","repostType":4,"repost":{"id":"1122487527","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646062922,"share":"https://ttm.financial/m/news/1122487527?lang=&edition=fundamental","pubTime":"2022-02-28 23:42","market":"us","language":"zh","title":"异动 | 纳指转涨！新能源车股发威，理想涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122487527","media":"老虎资讯综合","summary":"2月28日，纳指转涨，此前跌近1%。截至目前，道指下跌0.95%，标普500指数下跌0.66%。美股新能源车概念股持续走高，理想汽车涨超10%，蔚来汽车涨超7%，特斯拉涨超6%，小鹏汽车涨超3%。","content":"<html><head></head><body><p>2月28日，纳指转涨，此前跌近1%。截至目前，道指下跌0.95%，标普500指数下跌0.66%。<img src=\"https://static.tigerbbs.com/544bbfdf47cab414ffe02f1ec3d5c59b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>美股新能源车概念股持续走高，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超7%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%。<img src=\"https://static.tigerbbs.com/cff49a91e2bf49c78e28804aef792155\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动 | 纳指转涨！新能源车股发威，理想涨超10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动 | 纳指转涨！新能源车股发威，理想涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-28 23:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月28日，纳指转涨，此前跌近1%。截至目前，道指下跌0.95%，标普500指数下跌0.66%。<img src=\"https://static.tigerbbs.com/544bbfdf47cab414ffe02f1ec3d5c59b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>美股新能源车概念股持续走高，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超7%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%。<img src=\"https://static.tigerbbs.com/cff49a91e2bf49c78e28804aef792155\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK1587":"次新股","BK1119":"汽车制造商","QQQ":"纳指100ETF","02015":"理想汽车-W","BK1575":"同股不同权","BK1588":"回港中概股","SQQQ":"纳指三倍做空ETF","03086":"华夏纳指",".IXIC":"NASDAQ Composite","LI":"理想汽车","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","PSQ":"纳指反向ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122487527","content_text":"2月28日，纳指转涨，此前跌近1%。截至目前，道指下跌0.95%，标普500指数下跌0.66%。美股新能源车概念股持续走高，理想汽车涨超10%，蔚来汽车涨超7%，特斯拉涨超6%，小鹏汽车涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003293383,"gmtCreate":1640993166037,"gmtModify":1676533560867,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003293383","repostId":"1169089434","repostType":4,"repost":{"id":"1169089434","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1640963460,"share":"https://ttm.financial/m/news/1169089434?lang=&edition=fundamental","pubTime":"2021-12-31 23:11","market":"us","language":"zh","title":"AI、AR、VR、自动驾驶等业务或助苹果业绩再创纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1169089434","media":"美股研究社","summary":"有些人提出案例，认为苹果最好的日子已经过去，但我坚决不同意这种观点。","content":"<html><head></head><body><p>文/Steven Fiorillo</p><p>尽管苹果股价处于历史高位，我仍然看涨，原因有很多。我们正处于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>最强劲的季度，去年该公司创造了1114.4亿美元的收入和287.6亿美元的净收入。</p><p>在最近的财报电话会议上，苹果表示，他们不会提供2022年第一季度的收入指导，但表示他们预计每个产品类别的收入都会同比增长，除了iPad。</p><p>苹果还预计其毛利润将在41.5%至42.5%之间。这是值得看好的，因为在2021年第一季度，苹果的毛利润为39.78%（443.3亿美元/1114.4亿美元），他们的利润率为25.80%（287.6亿美元/1114.4亿美元）。</p><p>而2021年第一季度，iPad业务是苹果最小的收入部门，因为它创造了7.57%的季度收入。其余四个业务板块贡献了苹果 2021年第一季度收入的92.43%，预计将同比增长，我认为安全的预测是，苹果在2022年第一季度可以产生超过1150亿美元的收入，作为今年的开始。毛利率的提高也可能预示着他们的净收入转换率也会提高。</p><p>投资的标准口号是低买高卖。多年来，苹果已经违背了这一概念，因为股价一直在不断创出更高的高点。在过去的几周里，许多高增长的公司纷纷抛售，而苹果的股价却反其道而行之，在几乎达到3万亿美元的估值时创下历史新高。</p><p>有些人提出案例，认为苹果最好的日子已经过去，但我坚决不同意这种观点。苹果在创新方面一直推陈出新，并实现了将突破性产品推向市场的关键成功因素。苹果通过iTunes和iPod改变了我们的生活和音乐产业，他们通过iPad和iPhone改变了我们沟通和利用移动技术的方式，苹果通过其Apple Watch改变了可穿戴技术产业，因为它已经成为黄金标准。</p><p>我不相信苹果的创新已经结束，人工智能、增强和虚拟现实以及自动驾驶的结合将成为扩大苹果收入和利润的下一个业务领域。</p><p><img src=\"https://static.tigerbbs.com/454789cbe2c3d60e0ced7898b7534f64\" tg-width=\"550\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/>（来源：Seeking Alpha）</p><p><b>人工智能可以成为苹果公司的增长动力，但人们并没有考虑它的可能性</b></p><p>很多人不把苹果看成是一家人工智能公司，很多人猜测Siri已经落后于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>助手和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>Alexa。</p><p>Siri是一个人工智能重度应用，但多年来，苹果已经在其设备阵容中实施了其他人工智能应用和功能。许多操作系统的升级都增加了在其平台上工作的功能，这些功能都是基于人工智能和ML的。</p><p>如果你熟悉苹果的产品，那么Face ID、指纹、手写识别、本地睡眠跟踪、应用库建议、翻译应用和声音识别都利用了人工智能。苹果一直在悄悄地建立利用人工智能和ML的功能，通过应用程序创造令人惊奇的体验，这在5-10年前我们是无法想象的。</p><p><img src=\"https://static.tigerbbs.com/0caef3356dc56a2cff8bf074a5f0a487\" tg-width=\"550\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/>（来源：Global Data）</p><p>苹果在收购公司时并没有成为头条新闻，但这并不意味着没有发生。在2月份的股东大会上，库克透露，在过去六年中，苹果收购了约100家公司。苹果收购的公司主要是人工智能、虚拟现实、增强现实、地图和半导体。</p><p>从2016-2020年，苹果在人工智能领域收购的公司比Alphabet（GOOG）（GOOGL）和<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）还多。苹果在创造新领域和提供突破性产品方面有着良好的记录，我们仍处于人工智能的起步阶段，而苹果将成为人工智能消费领域的主导者之一。</p><p>很多人都把注意力放在企业的人工智能与聚集和分析数据上，尽管苹果还没有分享其路线图，但肯定有计划在消费者方面实现人工智能的货币化。随着人工智能变得更加先进，苹果将利用它来制造更多受欢迎的产品，并创建基于服务的人工智能产品，以产生再循环的收入。</p><p>许多公司都专注于在企业市场上为企业实施人工智能和ML。但在消费者方面，能够与苹果竞争的公司不多，只有谷歌通过安卓系统拥有的产品阵容能够形成生态系统的威胁。</p><p>苹果多年来的投资不会在短期内产生爆炸性的收入增长，但在本十年的后半期可能会得到大量的回报。苹果可以利用其生态系统，将人工智能技术应用于医疗保健或互联应用以及未来的AR / VR市场。</p><p>几十年来，苹果一直是新消费产品的先驱，人工智能有巨大的机会帮助获得市场份额并向客户销售未来的服务。</p><p><b>增强和虚拟现实技术可以推动硬件销售的收入，然后从服务中产生再循环的收入</b></p><p>自从Facebook（FB）改名为<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>后，对AR/VR的关注度大大增加。FB验证了Metaverse，但在Metaverse之前，FB是通过Oculus头显在虚拟现实领域的主导力量。2020年，增强和虚拟现实市场规模估值为148.4亿美元。这一领域预计将以40.7%的年复合增长率增长，到2030年达到4547.3亿美元。移动游戏行业和互联网连接的增加是全球AR和VR市场的关键<a href=\"https://laohu8.com/S/838275\">驱动力</a>。</p><p>目前，消费者市场在该领域占主导地位，但随着时间的推移，企业方面预计将采用这些技术并见证最大的增长水平。汽车、制造、建筑、采掘业、飞机、医疗、教育、执法和房地产行业的AR和VR应用预计将经历高水平的采用。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC）在12月14日将苹果的股票从160美元提升到210美元，此前他们称其AR/VR头盔是游戏规则的改变者。</p><p>有几个报道说，苹果将在2022年推出AR眼镜和VR头盔。苹果是硬件领域的先驱和潮流引领者，苹果非常善于将自己从竞争中分离出来。苹果拥有完整的生态系统，上至操作系统，下至虚拟AI助手。他们的服务部门包括苹果电视+、苹果音乐、苹果商场、苹果健身+、苹果新闻、应用程序商店和Facetime。苹果处于创造下一代计算和建立包含这些方面的VR环境的首要位置。</p><p>多年来，我们已经了解到，苹果进入一个空间并不是为了扮演次要角色，他们进入一个领域是为了接管和主导。12月27日，有消息称，苹果从FB聘请了安德里亚-舒伯特（Andrea Schubert），他曾是FB的通信和公共关系主管，负责他们的增强现实产品。</p><p>自从它发布以来，我就拥有一个Oculus Rift，我相信我们甚至还没有触及AR和VR的表面。我不确定你是否可以量化其潜力，因为AR和VR可以改变我们与技术的互动方式。</p><p>苹果已经证明，它可以通过服务和可穿戴设备创造新的市场并产生持续的收入增长。在过去的三年里，服务的年收入增加了286.6亿美元（72.11%），在本财年，2021年为苹果的整体收入贡献了684.1亿美元（18.7%）。苹果在过去三年里，可穿戴设备家庭和配件增长了210.2亿美元（120.91%）。</p><p>随着苹果推出AR和VR产品，我相信它将推动这两个类别的收入增长。苹果的AR和VR产品将从硬件销售中产生初始收入，并从专门的服务中产生额外的经常性收入。苹果一直处于创新的最前沿，不管有些人是否愿意承认这一点。AR和VR产品最终将成为主流，并彻底改变我们的技术体验，特别是在这么多公司将资源分配给Metaverse的情况下。</p><p><img src=\"https://static.tigerbbs.com/7dd85d89e4ef9ece1a424504fb45facd\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/00f3a508e32ead31619a05203e61781b\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/>（来源：Steven Fiorillo） （数据来源：苹果）</p><p><b>自动驾驶汽车可能是苹果公司一个被低估的业务领域</b></p><p>我们所知道的大部分都是基于传言和库克在季度电话会议和演讲中发布的花边信息。苹果早在2014年就开始了Titan项目的工作，当时有1000多名工程师和汽车专家致力于开发电动汽车。但这个项目似乎被搁置了，然后在2020年，有传言称苹果正在开发一款完全自主的汽车。</p><p>我们了解到，苹果的人工智能和机器学习主管John Giannandrea将负责苹果汽车项目。2017年，库克在彭博社公开谈到了关注自动驾驶系统。最近彭博社的马克·古尔曼爆料说，苹果已经决定全身心投入到汽车项目中，设计一款完全自主的车辆。这应该让<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）感到害怕，因为苹果合法地拥有无限的支票簿，他们2021年的自由现金流超过了900亿美元。苹果基本上有无限的资源可以分配，苹果的胜算显然非常大。</p><p>关于苹果汽车项目的一切都只是猜测，因为苹果还没有向投资界提供路线图。我认为苹果在这个领域采取了多管齐下的方法，但苹果对制造汽车不感兴趣，这一点从苹果与成熟的汽车制造商讨论制造汽车的大量报道中得到了证实。我相信苹果会有一款苹果汽车，由目前的汽车制造商制造，并由该制造商和苹果销售。这将是<a href=\"https://laohu8.com/S/5HT.SI\">皇冠</a>上的明珠，但我不相信这会成为收入的来源。</p><p>就其核心而言，苹果是一家软件制造商，因为它几十年来一直专注于操作系统。我认为苹果将创造一个完整的自动驾驶软件包，他们将把这个软件包作为一个完全自主的软件包卖给汽车制造商，从内部的显示器到控制汽车的传感器和软件。苹果已经准备好了所有的附加产品，从声控助手到地图和娱乐。</p><p>我认为，向汽车制造商出售自主软件包并控制车辆内部，可以赚取更多的钱。而有了苹果的软件和车内显示器，他们现在将拥有驾驶体验。这将是人们增加苹果额外服务的又一个理由。</p><p>我很难相信苹果想直接与特斯拉、福特（F）、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>（GM）、宝马（OTCPK：BMWYY）、奔驰（OTCPK：DDAIF）或其他大型汽车制造商竞争。更多的钱将可能是用来创建一个完整的苹果升级包，并让目前的汽车制造商生产苹果版汽车。当你可以合作并拥有苹果版汽车时，为什么要花费数百亿建立制造工厂，并承担采购、分销和实施方面的工作来与这些公司竞争？</p><p>如果苹果能与少数几家大型汽车制造商合作，他们的自主系统就能出现在更多的汽车上，而不是独立生产。最终，我相信会有一个完整的苹果汽车在有限的基础上提供，但我们会看到更多的苹果版汽车，就像你会看到AMG奔驰。我还会进一步推测，苹果可以将其自主软件应用于无人机和自动机器人送货。</p><p><img src=\"https://static.tigerbbs.com/79adf1f9ad0a76fae5639be7534f823a\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/>（来源：Softwarefocus）</p><p>苹果正在成为一个防御性的公司，可能需要一个灾难性的事件 才能将股价从其轨迹上打下来</p><p>没有哪家公司是大而不倒的，但苹果肯定正在成为防御性公司。晨星公司每个月都会发布一份美国基金流动报告，流入基金的资金量继续增加。长期共同基金和交易所交易基金在2021年11月收集了810亿美元，而10月份有8440亿美元流入基金。估计TTM中流入美国股票的净资金为1062.5亿美元。<a href=\"https://laohu8.com/S/EEME\">iShares</a> Core S&amp;P 500 ETF（IVV）、Vanguard 500 Index（VFIAX）、Invesco（QQQ）、Fidelity 500 Index（FXAIX）和Vanguard Total Stock Market Index（VTSAX）是11月估计月度净流入最多的基金。</p><p><img src=\"https://static.tigerbbs.com/f952ee97ad793197393b235171f37230\" tg-width=\"550\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/af2bd3e078977ca8dc05358513404688\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>（来源：Morningstar）</p><p>大约6.86%（1，981.6亿美元）的苹果市值直接与FXAIX、VTSAX、VFIAX、IVV和QQQ挂钩。当你把<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦（BRK.A）（BRK.B）加入这五只基金时，另外907，559，761股价值1636.6亿美元的股票被绑在了BRK.A的资产负债表上。苹果市值的12.5%以上被FXAIX、VTSAX、VFIAX、IVV、QQQ和BRK.A持有。</p><p>苹果继续违背了投资逻辑，因为在标准普尔500指数中占有如此大比例的公司不应该看到其业务以苹果继续经历的速度加速发展。苹果成立于1976年，经过44年，在2018年8月2日达到了历史性的里程碑，成为第一家万亿美元的公司。仅仅两年多之后，2020年8月19日，苹果成为第一家达到2万亿美元的公司。不到17个月后，苹果就敲开了3万亿美元的大门。随着个人退休账户和养老基金的流入，每月都有更多资金继续进入苹果。</p><p><img src=\"https://static.tigerbbs.com/0009b19636fc2a138fb4cd102b890c69\" tg-width=\"550\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/>（来源：Steven Fiorillo）</p><p>在以前的文章中，我曾写过苹果如何类似于一家成长型公司，尽管它是标普500指数中最大的公司。2021年苹果的年收入增加了913亿美元（33.26%），由于2021年额外产生478.8亿美元，苹果的毛利润增加了45.62%。苹果也是标准普尔500指数中最赚钱的公司，因为它创造了946.8亿美元的净收入。苹果预计将实现收入的环比增长，并在假日季节创下新的季度收入记录，因为他们看到了对其产品的强劲需求。</p><p>随着苹果的市值增长，其收入、利润、FCF和机构管理的净资产也在增长。苹果是第一个达到1万亿美元的公司，第一个达到2万亿美元的公司，并且已经连续几周在3万亿美元的范围内徘徊。</p><p>在最近的回调中，苹果保持强势，在成长型公司被消灭的时候，使市场保持在历史高点附近。没有什么是大而不倒的，但是苹果背后有巨大的动力，我没有看到任何障碍会打破它的长期上升趋势。按照这个速度，我们可以在1月底的第一季度收益中看到3万亿美元，在2023年3月看到4万亿美元。</p><p>苹果有大量的长期催化剂，因为他们预计在这个假日季节会有他们有史以来最大的季度，为另一个创纪录的一年定下基调。除了目前的财务指标外，苹果还有AR和VR的新产品类别，预计将在2022年首次亮相，这可能会推动硬件和服务方面的收入。除了自动驾驶汽车之外，苹果在人工智能和ML方面也有机会。</p><p><b>结语</b></p><p>拥有苹果会出错吗？我仍然认为，苹果是一只在你可以买入时买入的股票，只是长期持有。在过去的九年里，苹果以回购和分红的形式向其股东返还了6040亿美元。2021年，苹果回购了855亿美元的股票，在过去九年中，有4642亿被分配到股票回购中，并将流通股减少了37.84%，达到164.1亿。</p><p>苹果已经成为几个最受欢迎的共同基金和ETF的最大组成部分。随着苹果公司规模的增长，其财务指标也在增长，因为他们继续创造新的收入来源，产生了数十亿的利润。</p><p>苹果在未来也有几个催化剂，我相信他们将在整个2020年代成为Metaverse、AR、VR、AI和自动驾驶汽车的主导者。即使在历史高位，苹果的股票也是一个令人尖叫的买点，因为历史可能会一次又一次地重复。</p><p><img src=\"https://static.tigerbbs.com/3e283d3cf8a94b8fbd1d3a8b1cb713c2\" tg-width=\"550\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/>（来源： 苹果）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI、AR、VR、自动驾驶等业务或助苹果业绩再创纪录</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI、AR、VR、自动驾驶等业务或助苹果业绩再创纪录\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-12-31 23:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>文/Steven Fiorillo</p><p>尽管苹果股价处于历史高位，我仍然看涨，原因有很多。我们正处于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>最强劲的季度，去年该公司创造了1114.4亿美元的收入和287.6亿美元的净收入。</p><p>在最近的财报电话会议上，苹果表示，他们不会提供2022年第一季度的收入指导，但表示他们预计每个产品类别的收入都会同比增长，除了iPad。</p><p>苹果还预计其毛利润将在41.5%至42.5%之间。这是值得看好的，因为在2021年第一季度，苹果的毛利润为39.78%（443.3亿美元/1114.4亿美元），他们的利润率为25.80%（287.6亿美元/1114.4亿美元）。</p><p>而2021年第一季度，iPad业务是苹果最小的收入部门，因为它创造了7.57%的季度收入。其余四个业务板块贡献了苹果 2021年第一季度收入的92.43%，预计将同比增长，我认为安全的预测是，苹果在2022年第一季度可以产生超过1150亿美元的收入，作为今年的开始。毛利率的提高也可能预示着他们的净收入转换率也会提高。</p><p>投资的标准口号是低买高卖。多年来，苹果已经违背了这一概念，因为股价一直在不断创出更高的高点。在过去的几周里，许多高增长的公司纷纷抛售，而苹果的股价却反其道而行之，在几乎达到3万亿美元的估值时创下历史新高。</p><p>有些人提出案例，认为苹果最好的日子已经过去，但我坚决不同意这种观点。苹果在创新方面一直推陈出新，并实现了将突破性产品推向市场的关键成功因素。苹果通过iTunes和iPod改变了我们的生活和音乐产业，他们通过iPad和iPhone改变了我们沟通和利用移动技术的方式，苹果通过其Apple Watch改变了可穿戴技术产业，因为它已经成为黄金标准。</p><p>我不相信苹果的创新已经结束，人工智能、增强和虚拟现实以及自动驾驶的结合将成为扩大苹果收入和利润的下一个业务领域。</p><p><img src=\"https://static.tigerbbs.com/454789cbe2c3d60e0ced7898b7534f64\" tg-width=\"550\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/>（来源：Seeking Alpha）</p><p><b>人工智能可以成为苹果公司的增长动力，但人们并没有考虑它的可能性</b></p><p>很多人不把苹果看成是一家人工智能公司，很多人猜测Siri已经落后于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>助手和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>Alexa。</p><p>Siri是一个人工智能重度应用，但多年来，苹果已经在其设备阵容中实施了其他人工智能应用和功能。许多操作系统的升级都增加了在其平台上工作的功能，这些功能都是基于人工智能和ML的。</p><p>如果你熟悉苹果的产品，那么Face ID、指纹、手写识别、本地睡眠跟踪、应用库建议、翻译应用和声音识别都利用了人工智能。苹果一直在悄悄地建立利用人工智能和ML的功能，通过应用程序创造令人惊奇的体验，这在5-10年前我们是无法想象的。</p><p><img src=\"https://static.tigerbbs.com/0caef3356dc56a2cff8bf074a5f0a487\" tg-width=\"550\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/>（来源：Global Data）</p><p>苹果在收购公司时并没有成为头条新闻，但这并不意味着没有发生。在2月份的股东大会上，库克透露，在过去六年中，苹果收购了约100家公司。苹果收购的公司主要是人工智能、虚拟现实、增强现实、地图和半导体。</p><p>从2016-2020年，苹果在人工智能领域收购的公司比Alphabet（GOOG）（GOOGL）和<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）还多。苹果在创造新领域和提供突破性产品方面有着良好的记录，我们仍处于人工智能的起步阶段，而苹果将成为人工智能消费领域的主导者之一。</p><p>很多人都把注意力放在企业的人工智能与聚集和分析数据上，尽管苹果还没有分享其路线图，但肯定有计划在消费者方面实现人工智能的货币化。随着人工智能变得更加先进，苹果将利用它来制造更多受欢迎的产品，并创建基于服务的人工智能产品，以产生再循环的收入。</p><p>许多公司都专注于在企业市场上为企业实施人工智能和ML。但在消费者方面，能够与苹果竞争的公司不多，只有谷歌通过安卓系统拥有的产品阵容能够形成生态系统的威胁。</p><p>苹果多年来的投资不会在短期内产生爆炸性的收入增长，但在本十年的后半期可能会得到大量的回报。苹果可以利用其生态系统，将人工智能技术应用于医疗保健或互联应用以及未来的AR / VR市场。</p><p>几十年来，苹果一直是新消费产品的先驱，人工智能有巨大的机会帮助获得市场份额并向客户销售未来的服务。</p><p><b>增强和虚拟现实技术可以推动硬件销售的收入，然后从服务中产生再循环的收入</b></p><p>自从Facebook（FB）改名为<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>后，对AR/VR的关注度大大增加。FB验证了Metaverse，但在Metaverse之前，FB是通过Oculus头显在虚拟现实领域的主导力量。2020年，增强和虚拟现实市场规模估值为148.4亿美元。这一领域预计将以40.7%的年复合增长率增长，到2030年达到4547.3亿美元。移动游戏行业和互联网连接的增加是全球AR和VR市场的关键<a href=\"https://laohu8.com/S/838275\">驱动力</a>。</p><p>目前，消费者市场在该领域占主导地位，但随着时间的推移，企业方面预计将采用这些技术并见证最大的增长水平。汽车、制造、建筑、采掘业、飞机、医疗、教育、执法和房地产行业的AR和VR应用预计将经历高水平的采用。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC）在12月14日将苹果的股票从160美元提升到210美元，此前他们称其AR/VR头盔是游戏规则的改变者。</p><p>有几个报道说，苹果将在2022年推出AR眼镜和VR头盔。苹果是硬件领域的先驱和潮流引领者，苹果非常善于将自己从竞争中分离出来。苹果拥有完整的生态系统，上至操作系统，下至虚拟AI助手。他们的服务部门包括苹果电视+、苹果音乐、苹果商场、苹果健身+、苹果新闻、应用程序商店和Facetime。苹果处于创造下一代计算和建立包含这些方面的VR环境的首要位置。</p><p>多年来，我们已经了解到，苹果进入一个空间并不是为了扮演次要角色，他们进入一个领域是为了接管和主导。12月27日，有消息称，苹果从FB聘请了安德里亚-舒伯特（Andrea Schubert），他曾是FB的通信和公共关系主管，负责他们的增强现实产品。</p><p>自从它发布以来，我就拥有一个Oculus Rift，我相信我们甚至还没有触及AR和VR的表面。我不确定你是否可以量化其潜力，因为AR和VR可以改变我们与技术的互动方式。</p><p>苹果已经证明，它可以通过服务和可穿戴设备创造新的市场并产生持续的收入增长。在过去的三年里，服务的年收入增加了286.6亿美元（72.11%），在本财年，2021年为苹果的整体收入贡献了684.1亿美元（18.7%）。苹果在过去三年里，可穿戴设备家庭和配件增长了210.2亿美元（120.91%）。</p><p>随着苹果推出AR和VR产品，我相信它将推动这两个类别的收入增长。苹果的AR和VR产品将从硬件销售中产生初始收入，并从专门的服务中产生额外的经常性收入。苹果一直处于创新的最前沿，不管有些人是否愿意承认这一点。AR和VR产品最终将成为主流，并彻底改变我们的技术体验，特别是在这么多公司将资源分配给Metaverse的情况下。</p><p><img src=\"https://static.tigerbbs.com/7dd85d89e4ef9ece1a424504fb45facd\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/00f3a508e32ead31619a05203e61781b\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/>（来源：Steven Fiorillo） （数据来源：苹果）</p><p><b>自动驾驶汽车可能是苹果公司一个被低估的业务领域</b></p><p>我们所知道的大部分都是基于传言和库克在季度电话会议和演讲中发布的花边信息。苹果早在2014年就开始了Titan项目的工作，当时有1000多名工程师和汽车专家致力于开发电动汽车。但这个项目似乎被搁置了，然后在2020年，有传言称苹果正在开发一款完全自主的汽车。</p><p>我们了解到，苹果的人工智能和机器学习主管John Giannandrea将负责苹果汽车项目。2017年，库克在彭博社公开谈到了关注自动驾驶系统。最近彭博社的马克·古尔曼爆料说，苹果已经决定全身心投入到汽车项目中，设计一款完全自主的车辆。这应该让<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）感到害怕，因为苹果合法地拥有无限的支票簿，他们2021年的自由现金流超过了900亿美元。苹果基本上有无限的资源可以分配，苹果的胜算显然非常大。</p><p>关于苹果汽车项目的一切都只是猜测，因为苹果还没有向投资界提供路线图。我认为苹果在这个领域采取了多管齐下的方法，但苹果对制造汽车不感兴趣，这一点从苹果与成熟的汽车制造商讨论制造汽车的大量报道中得到了证实。我相信苹果会有一款苹果汽车，由目前的汽车制造商制造，并由该制造商和苹果销售。这将是<a href=\"https://laohu8.com/S/5HT.SI\">皇冠</a>上的明珠，但我不相信这会成为收入的来源。</p><p>就其核心而言，苹果是一家软件制造商，因为它几十年来一直专注于操作系统。我认为苹果将创造一个完整的自动驾驶软件包，他们将把这个软件包作为一个完全自主的软件包卖给汽车制造商，从内部的显示器到控制汽车的传感器和软件。苹果已经准备好了所有的附加产品，从声控助手到地图和娱乐。</p><p>我认为，向汽车制造商出售自主软件包并控制车辆内部，可以赚取更多的钱。而有了苹果的软件和车内显示器，他们现在将拥有驾驶体验。这将是人们增加苹果额外服务的又一个理由。</p><p>我很难相信苹果想直接与特斯拉、福特（F）、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>（GM）、宝马（OTCPK：BMWYY）、奔驰（OTCPK：DDAIF）或其他大型汽车制造商竞争。更多的钱将可能是用来创建一个完整的苹果升级包，并让目前的汽车制造商生产苹果版汽车。当你可以合作并拥有苹果版汽车时，为什么要花费数百亿建立制造工厂，并承担采购、分销和实施方面的工作来与这些公司竞争？</p><p>如果苹果能与少数几家大型汽车制造商合作，他们的自主系统就能出现在更多的汽车上，而不是独立生产。最终，我相信会有一个完整的苹果汽车在有限的基础上提供，但我们会看到更多的苹果版汽车，就像你会看到AMG奔驰。我还会进一步推测，苹果可以将其自主软件应用于无人机和自动机器人送货。</p><p><img src=\"https://static.tigerbbs.com/79adf1f9ad0a76fae5639be7534f823a\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/>（来源：Softwarefocus）</p><p>苹果正在成为一个防御性的公司，可能需要一个灾难性的事件 才能将股价从其轨迹上打下来</p><p>没有哪家公司是大而不倒的，但苹果肯定正在成为防御性公司。晨星公司每个月都会发布一份美国基金流动报告，流入基金的资金量继续增加。长期共同基金和交易所交易基金在2021年11月收集了810亿美元，而10月份有8440亿美元流入基金。估计TTM中流入美国股票的净资金为1062.5亿美元。<a href=\"https://laohu8.com/S/EEME\">iShares</a> Core S&amp;P 500 ETF（IVV）、Vanguard 500 Index（VFIAX）、Invesco（QQQ）、Fidelity 500 Index（FXAIX）和Vanguard Total Stock Market Index（VTSAX）是11月估计月度净流入最多的基金。</p><p><img src=\"https://static.tigerbbs.com/f952ee97ad793197393b235171f37230\" tg-width=\"550\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/af2bd3e078977ca8dc05358513404688\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>（来源：Morningstar）</p><p>大约6.86%（1，981.6亿美元）的苹果市值直接与FXAIX、VTSAX、VFIAX、IVV和QQQ挂钩。当你把<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦（BRK.A）（BRK.B）加入这五只基金时，另外907，559，761股价值1636.6亿美元的股票被绑在了BRK.A的资产负债表上。苹果市值的12.5%以上被FXAIX、VTSAX、VFIAX、IVV、QQQ和BRK.A持有。</p><p>苹果继续违背了投资逻辑，因为在标准普尔500指数中占有如此大比例的公司不应该看到其业务以苹果继续经历的速度加速发展。苹果成立于1976年，经过44年，在2018年8月2日达到了历史性的里程碑，成为第一家万亿美元的公司。仅仅两年多之后，2020年8月19日，苹果成为第一家达到2万亿美元的公司。不到17个月后，苹果就敲开了3万亿美元的大门。随着个人退休账户和养老基金的流入，每月都有更多资金继续进入苹果。</p><p><img src=\"https://static.tigerbbs.com/0009b19636fc2a138fb4cd102b890c69\" tg-width=\"550\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/>（来源：Steven Fiorillo）</p><p>在以前的文章中，我曾写过苹果如何类似于一家成长型公司，尽管它是标普500指数中最大的公司。2021年苹果的年收入增加了913亿美元（33.26%），由于2021年额外产生478.8亿美元，苹果的毛利润增加了45.62%。苹果也是标准普尔500指数中最赚钱的公司，因为它创造了946.8亿美元的净收入。苹果预计将实现收入的环比增长，并在假日季节创下新的季度收入记录，因为他们看到了对其产品的强劲需求。</p><p>随着苹果的市值增长，其收入、利润、FCF和机构管理的净资产也在增长。苹果是第一个达到1万亿美元的公司，第一个达到2万亿美元的公司，并且已经连续几周在3万亿美元的范围内徘徊。</p><p>在最近的回调中，苹果保持强势，在成长型公司被消灭的时候，使市场保持在历史高点附近。没有什么是大而不倒的，但是苹果背后有巨大的动力，我没有看到任何障碍会打破它的长期上升趋势。按照这个速度，我们可以在1月底的第一季度收益中看到3万亿美元，在2023年3月看到4万亿美元。</p><p>苹果有大量的长期催化剂，因为他们预计在这个假日季节会有他们有史以来最大的季度，为另一个创纪录的一年定下基调。除了目前的财务指标外，苹果还有AR和VR的新产品类别，预计将在2022年首次亮相，这可能会推动硬件和服务方面的收入。除了自动驾驶汽车之外，苹果在人工智能和ML方面也有机会。</p><p><b>结语</b></p><p>拥有苹果会出错吗？我仍然认为，苹果是一只在你可以买入时买入的股票，只是长期持有。在过去的九年里，苹果以回购和分红的形式向其股东返还了6040亿美元。2021年，苹果回购了855亿美元的股票，在过去九年中，有4642亿被分配到股票回购中，并将流通股减少了37.84%，达到164.1亿。</p><p>苹果已经成为几个最受欢迎的共同基金和ETF的最大组成部分。随着苹果公司规模的增长，其财务指标也在增长，因为他们继续创造新的收入来源，产生了数十亿的利润。</p><p>苹果在未来也有几个催化剂，我相信他们将在整个2020年代成为Metaverse、AR、VR、AI和自动驾驶汽车的主导者。即使在历史高位，苹果的股票也是一个令人尖叫的买点，因为历史可能会一次又一次地重复。</p><p><img src=\"https://static.tigerbbs.com/3e283d3cf8a94b8fbd1d3a8b1cb713c2\" tg-width=\"550\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/>（来源： 苹果）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b718c6568480f5cd12aabcef60ad9ec","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169089434","content_text":"文/Steven Fiorillo尽管苹果股价处于历史高位，我仍然看涨，原因有很多。我们正处于苹果最强劲的季度，去年该公司创造了1114.4亿美元的收入和287.6亿美元的净收入。在最近的财报电话会议上，苹果表示，他们不会提供2022年第一季度的收入指导，但表示他们预计每个产品类别的收入都会同比增长，除了iPad。苹果还预计其毛利润将在41.5%至42.5%之间。这是值得看好的，因为在2021年第一季度，苹果的毛利润为39.78%（443.3亿美元/1114.4亿美元），他们的利润率为25.80%（287.6亿美元/1114.4亿美元）。而2021年第一季度，iPad业务是苹果最小的收入部门，因为它创造了7.57%的季度收入。其余四个业务板块贡献了苹果 2021年第一季度收入的92.43%，预计将同比增长，我认为安全的预测是，苹果在2022年第一季度可以产生超过1150亿美元的收入，作为今年的开始。毛利率的提高也可能预示着他们的净收入转换率也会提高。投资的标准口号是低买高卖。多年来，苹果已经违背了这一概念，因为股价一直在不断创出更高的高点。在过去的几周里，许多高增长的公司纷纷抛售，而苹果的股价却反其道而行之，在几乎达到3万亿美元的估值时创下历史新高。有些人提出案例，认为苹果最好的日子已经过去，但我坚决不同意这种观点。苹果在创新方面一直推陈出新，并实现了将突破性产品推向市场的关键成功因素。苹果通过iTunes和iPod改变了我们的生活和音乐产业，他们通过iPad和iPhone改变了我们沟通和利用移动技术的方式，苹果通过其Apple Watch改变了可穿戴技术产业，因为它已经成为黄金标准。我不相信苹果的创新已经结束，人工智能、增强和虚拟现实以及自动驾驶的结合将成为扩大苹果收入和利润的下一个业务领域。（来源：Seeking Alpha）人工智能可以成为苹果公司的增长动力，但人们并没有考虑它的可能性很多人不把苹果看成是一家人工智能公司，很多人猜测Siri已经落后于谷歌助手和亚马逊Alexa。Siri是一个人工智能重度应用，但多年来，苹果已经在其设备阵容中实施了其他人工智能应用和功能。许多操作系统的升级都增加了在其平台上工作的功能，这些功能都是基于人工智能和ML的。如果你熟悉苹果的产品，那么Face ID、指纹、手写识别、本地睡眠跟踪、应用库建议、翻译应用和声音识别都利用了人工智能。苹果一直在悄悄地建立利用人工智能和ML的功能，通过应用程序创造令人惊奇的体验，这在5-10年前我们是无法想象的。（来源：Global Data）苹果在收购公司时并没有成为头条新闻，但这并不意味着没有发生。在2月份的股东大会上，库克透露，在过去六年中，苹果收购了约100家公司。苹果收购的公司主要是人工智能、虚拟现实、增强现实、地图和半导体。从2016-2020年，苹果在人工智能领域收购的公司比Alphabet（GOOG）（GOOGL）和微软（MSFT）还多。苹果在创造新领域和提供突破性产品方面有着良好的记录，我们仍处于人工智能的起步阶段，而苹果将成为人工智能消费领域的主导者之一。很多人都把注意力放在企业的人工智能与聚集和分析数据上，尽管苹果还没有分享其路线图，但肯定有计划在消费者方面实现人工智能的货币化。随着人工智能变得更加先进，苹果将利用它来制造更多受欢迎的产品，并创建基于服务的人工智能产品，以产生再循环的收入。许多公司都专注于在企业市场上为企业实施人工智能和ML。但在消费者方面，能够与苹果竞争的公司不多，只有谷歌通过安卓系统拥有的产品阵容能够形成生态系统的威胁。苹果多年来的投资不会在短期内产生爆炸性的收入增长，但在本十年的后半期可能会得到大量的回报。苹果可以利用其生态系统，将人工智能技术应用于医疗保健或互联应用以及未来的AR / VR市场。几十年来，苹果一直是新消费产品的先驱，人工智能有巨大的机会帮助获得市场份额并向客户销售未来的服务。增强和虚拟现实技术可以推动硬件销售的收入，然后从服务中产生再循环的收入自从Facebook（FB）改名为Meta Platforms后，对AR/VR的关注度大大增加。FB验证了Metaverse，但在Metaverse之前，FB是通过Oculus头显在虚拟现实领域的主导力量。2020年，增强和虚拟现实市场规模估值为148.4亿美元。这一领域预计将以40.7%的年复合增长率增长，到2030年达到4547.3亿美元。移动游戏行业和互联网连接的增加是全球AR和VR市场的关键驱动力。目前，消费者市场在该领域占主导地位，但随着时间的推移，企业方面预计将采用这些技术并见证最大的增长水平。汽车、制造、建筑、采掘业、飞机、医疗、教育、执法和房地产行业的AR和VR应用预计将经历高水平的采用。美国银行（BAC）在12月14日将苹果的股票从160美元提升到210美元，此前他们称其AR/VR头盔是游戏规则的改变者。有几个报道说，苹果将在2022年推出AR眼镜和VR头盔。苹果是硬件领域的先驱和潮流引领者，苹果非常善于将自己从竞争中分离出来。苹果拥有完整的生态系统，上至操作系统，下至虚拟AI助手。他们的服务部门包括苹果电视+、苹果音乐、苹果商场、苹果健身+、苹果新闻、应用程序商店和Facetime。苹果处于创造下一代计算和建立包含这些方面的VR环境的首要位置。多年来，我们已经了解到，苹果进入一个空间并不是为了扮演次要角色，他们进入一个领域是为了接管和主导。12月27日，有消息称，苹果从FB聘请了安德里亚-舒伯特（Andrea Schubert），他曾是FB的通信和公共关系主管，负责他们的增强现实产品。自从它发布以来，我就拥有一个Oculus Rift，我相信我们甚至还没有触及AR和VR的表面。我不确定你是否可以量化其潜力，因为AR和VR可以改变我们与技术的互动方式。苹果已经证明，它可以通过服务和可穿戴设备创造新的市场并产生持续的收入增长。在过去的三年里，服务的年收入增加了286.6亿美元（72.11%），在本财年，2021年为苹果的整体收入贡献了684.1亿美元（18.7%）。苹果在过去三年里，可穿戴设备家庭和配件增长了210.2亿美元（120.91%）。随着苹果推出AR和VR产品，我相信它将推动这两个类别的收入增长。苹果的AR和VR产品将从硬件销售中产生初始收入，并从专门的服务中产生额外的经常性收入。苹果一直处于创新的最前沿，不管有些人是否愿意承认这一点。AR和VR产品最终将成为主流，并彻底改变我们的技术体验，特别是在这么多公司将资源分配给Metaverse的情况下。（来源：Steven Fiorillo） （数据来源：苹果）自动驾驶汽车可能是苹果公司一个被低估的业务领域我们所知道的大部分都是基于传言和库克在季度电话会议和演讲中发布的花边信息。苹果早在2014年就开始了Titan项目的工作，当时有1000多名工程师和汽车专家致力于开发电动汽车。但这个项目似乎被搁置了，然后在2020年，有传言称苹果正在开发一款完全自主的汽车。我们了解到，苹果的人工智能和机器学习主管John Giannandrea将负责苹果汽车项目。2017年，库克在彭博社公开谈到了关注自动驾驶系统。最近彭博社的马克·古尔曼爆料说，苹果已经决定全身心投入到汽车项目中，设计一款完全自主的车辆。这应该让特斯拉（TSLA）感到害怕，因为苹果合法地拥有无限的支票簿，他们2021年的自由现金流超过了900亿美元。苹果基本上有无限的资源可以分配，苹果的胜算显然非常大。关于苹果汽车项目的一切都只是猜测，因为苹果还没有向投资界提供路线图。我认为苹果在这个领域采取了多管齐下的方法，但苹果对制造汽车不感兴趣，这一点从苹果与成熟的汽车制造商讨论制造汽车的大量报道中得到了证实。我相信苹果会有一款苹果汽车，由目前的汽车制造商制造，并由该制造商和苹果销售。这将是皇冠上的明珠，但我不相信这会成为收入的来源。就其核心而言，苹果是一家软件制造商，因为它几十年来一直专注于操作系统。我认为苹果将创造一个完整的自动驾驶软件包，他们将把这个软件包作为一个完全自主的软件包卖给汽车制造商，从内部的显示器到控制汽车的传感器和软件。苹果已经准备好了所有的附加产品，从声控助手到地图和娱乐。我认为，向汽车制造商出售自主软件包并控制车辆内部，可以赚取更多的钱。而有了苹果的软件和车内显示器，他们现在将拥有驾驶体验。这将是人们增加苹果额外服务的又一个理由。我很难相信苹果想直接与特斯拉、福特（F）、通用汽车（GM）、宝马（OTCPK：BMWYY）、奔驰（OTCPK：DDAIF）或其他大型汽车制造商竞争。更多的钱将可能是用来创建一个完整的苹果升级包，并让目前的汽车制造商生产苹果版汽车。当你可以合作并拥有苹果版汽车时，为什么要花费数百亿建立制造工厂，并承担采购、分销和实施方面的工作来与这些公司竞争？如果苹果能与少数几家大型汽车制造商合作，他们的自主系统就能出现在更多的汽车上，而不是独立生产。最终，我相信会有一个完整的苹果汽车在有限的基础上提供，但我们会看到更多的苹果版汽车，就像你会看到AMG奔驰。我还会进一步推测，苹果可以将其自主软件应用于无人机和自动机器人送货。（来源：Softwarefocus）苹果正在成为一个防御性的公司，可能需要一个灾难性的事件 才能将股价从其轨迹上打下来没有哪家公司是大而不倒的，但苹果肯定正在成为防御性公司。晨星公司每个月都会发布一份美国基金流动报告，流入基金的资金量继续增加。长期共同基金和交易所交易基金在2021年11月收集了810亿美元，而10月份有8440亿美元流入基金。估计TTM中流入美国股票的净资金为1062.5亿美元。iShares Core S&P 500 ETF（IVV）、Vanguard 500 Index（VFIAX）、Invesco（QQQ）、Fidelity 500 Index（FXAIX）和Vanguard Total Stock Market Index（VTSAX）是11月估计月度净流入最多的基金。（来源：Morningstar）大约6.86%（1，981.6亿美元）的苹果市值直接与FXAIX、VTSAX、VFIAX、IVV和QQQ挂钩。当你把伯克希尔哈撒韦（BRK.A）（BRK.B）加入这五只基金时，另外907，559，761股价值1636.6亿美元的股票被绑在了BRK.A的资产负债表上。苹果市值的12.5%以上被FXAIX、VTSAX、VFIAX、IVV、QQQ和BRK.A持有。苹果继续违背了投资逻辑，因为在标准普尔500指数中占有如此大比例的公司不应该看到其业务以苹果继续经历的速度加速发展。苹果成立于1976年，经过44年，在2018年8月2日达到了历史性的里程碑，成为第一家万亿美元的公司。仅仅两年多之后，2020年8月19日，苹果成为第一家达到2万亿美元的公司。不到17个月后，苹果就敲开了3万亿美元的大门。随着个人退休账户和养老基金的流入，每月都有更多资金继续进入苹果。（来源：Steven Fiorillo）在以前的文章中，我曾写过苹果如何类似于一家成长型公司，尽管它是标普500指数中最大的公司。2021年苹果的年收入增加了913亿美元（33.26%），由于2021年额外产生478.8亿美元，苹果的毛利润增加了45.62%。苹果也是标准普尔500指数中最赚钱的公司，因为它创造了946.8亿美元的净收入。苹果预计将实现收入的环比增长，并在假日季节创下新的季度收入记录，因为他们看到了对其产品的强劲需求。随着苹果的市值增长，其收入、利润、FCF和机构管理的净资产也在增长。苹果是第一个达到1万亿美元的公司，第一个达到2万亿美元的公司，并且已经连续几周在3万亿美元的范围内徘徊。在最近的回调中，苹果保持强势，在成长型公司被消灭的时候，使市场保持在历史高点附近。没有什么是大而不倒的，但是苹果背后有巨大的动力，我没有看到任何障碍会打破它的长期上升趋势。按照这个速度，我们可以在1月底的第一季度收益中看到3万亿美元，在2023年3月看到4万亿美元。苹果有大量的长期催化剂，因为他们预计在这个假日季节会有他们有史以来最大的季度，为另一个创纪录的一年定下基调。除了目前的财务指标外，苹果还有AR和VR的新产品类别，预计将在2022年首次亮相，这可能会推动硬件和服务方面的收入。除了自动驾驶汽车之外，苹果在人工智能和ML方面也有机会。结语拥有苹果会出错吗？我仍然认为，苹果是一只在你可以买入时买入的股票，只是长期持有。在过去的九年里，苹果以回购和分红的形式向其股东返还了6040亿美元。2021年，苹果回购了855亿美元的股票，在过去九年中，有4642亿被分配到股票回购中，并将流通股减少了37.84%，达到164.1亿。苹果已经成为几个最受欢迎的共同基金和ETF的最大组成部分。随着苹果公司规模的增长，其财务指标也在增长，因为他们继续创造新的收入来源，产生了数十亿的利润。苹果在未来也有几个催化剂，我相信他们将在整个2020年代成为Metaverse、AR、VR、AI和自动驾驶汽车的主导者。即使在历史高位，苹果的股票也是一个令人尖叫的买点，因为历史可能会一次又一次地重复。（来源： 苹果）","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188302698967312,"gmtCreate":1686997863332,"gmtModify":1686997866877,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"😁😁😁😁😁😁😁😁","listText":"😁😁😁😁😁😁😁😁","text":"😁😁😁😁😁😁😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188302698967312","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950931934,"gmtCreate":1672633928528,"gmtModify":1676538714161,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950931934","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929250030,"gmtCreate":1670684702121,"gmtModify":1676538416841,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929250030","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920193483,"gmtCreate":1670454168542,"gmtModify":1676538369435,"author":{"id":"4100507427092750","authorId":"4100507427092750","name":"明明白白_1099","avatar":"https://static.tigerbbs.com/cee7ee4b573a7577a022596e6e60c89c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100507427092750","authorIdStr":"4100507427092750"},"themes":[],"htmlText":"<a 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