AAPL 基本面强劲,是安全的长期持有标的,但当前估值(市值 5 万亿美元)使其不适合新建仓买入。
逐段跳播
就像地球上一些最富有的大型科技公司一样,包括拥有 Apple Music 的 Apple、拥有 Amazon Music 的 Amazon,以及拥有 YouTube Music 的 Google。
Like some of the richest big technology companies on the planet, including Apple with Apple Music, Amazon with Amazon Music, and Google with YouTube Music as well.
好。就我个人而言,排在第四位的是一家对我来说完全不同的公司,我很容易就认为它是地球上管理最好、最会赚钱的公司之一,我持有它的股票已经很长时间,未来也会继续持有,那就是科技巨头 Apple,交易代码 AAPL,沙特央行上一季度又买入了很大一笔,通过新买入 1.32 亿美元的该股,将其持仓几乎翻倍。
Good. Reaching the fourth position personally, we have a completely different story for me at least, with what I easily consider one of the most well- managed and money-printing companies on earth, in which I have held shares for a long time and will continue to do so in the future, namely the technology giant Apple, trading symbol AAPL, of which the Saudi central bank bought an additional huge block last quarter, nearly doubling its position with new purchases of $132 million in the stock.
至于 Apple 眼下,我真的认为大部分注意力都集中在即将推出的可折叠 iPhone 上,他们把它叫做“Duo”,计划下个月发布。
As for Apple these days, I really think most of the attention is focused on the upcoming foldable iPhone, which they call the "Duo," and which is scheduled to be released next month.
当然那款手机被取消了,他们不再生产它,而现在 Apple 用了这个名字,我真的很喜欢那款手机。Apple 现在有一款叫“Duo”的可折叠手机。总之,这个我先略过,但我觉得 Apple 这款新的可折叠手机在市场上引发了很大争议。
事实上,甚至在我们 Discord 社区内部,成员们也在争论这款设备会大获成功还是彻底失败。这主要是因为其高得离谱、令人瞠目的价格。iPhone Duo 的起售价约为 2000 美元,根据配置不同可以达到 3000 美元,在我看来这真的很疯狂。
of course that phone was canceled and they don't make it anymore, and now Apple has taken the name, and I really loved that phone. Apple now has a foldable phone called "Duo". Anyway, I'll move past that, but this new foldable phone from Apple has stirred up a lot of controversy in the market, I think.
In fact, even within our Discord community, members are debating whether this device will be a huge success or a complete failure. This is mostly due to its exorbitant, eye-watering price.
Its price starts at around $2,000 for the iPhone Duo, and can reach $3,000 depending on the specifications, which is really crazy in my opinion.
就我个人而言,我喜欢可折叠手机。正如我所说,我以前有一部 Surface Duo 手机。那部手机有两块屏幕。但现在我也有一部 OnePlus Open,那是一款可折叠的单屏手机。不过,是的,我真的很喜欢拥有一部可折叠手机。
As for me personally , I love foldable phones. As I said , I used to own a Surface Duo phone. That phone had two screens. But now I also own a OnePlus Open, which is a foldable single-screen phone .
But, yes, I really like owning a foldable phone.
我其实相信很多 iPhone 用户会买这款新手机,因为他们已经厌倦、受够了每年拿到同样的矩形手机,只有摄像头之类的非常小的改动。但这一切对我这个 Android 用户来说都无所谓。
我喜欢拥有新的、独特的东西。可折叠 iPhone 对很多人来说也许是个解决方案。尤其是考虑到 iPhone 用户本来就已经习惯了极高的价格。我的意思是,iPhone 本身就贵。
它也许终于值得让他们升级到某种截然不同的东西,获得完全不同的体验。
I actually believe that many iPhone users will buy this new phone, given how bored and fed up they are with getting the same rectangular phone every year with very minor modifications, such as the camera and other things.
But none of this will make a difference to me as an Android user. I love owning something new and unique. Well, a foldable iPhone might be the solution for many. Especially considering that iPhone users are already used to extremely high prices anyway.
I mean, iPhones are inherently expensive. Well, it might finally be worthwhile for them to upgrade to something radically different and have a completely different experience.
此外,我们的一位成员也在 Discord 上提到了这一点,这与人们如今使用手机的时长有关,因为我觉得有些人花在手机上的时间比他们在户外或做其他任何事情的时间还多。因此,对于一款你会大量使用的设备,想要买到你能得到的最好的日常手机,似乎是合乎逻辑的。
我的意思是,有些人用手机比用电脑之类还多。因此,这些都是让他们想要拥有它的优势。
In addition, one of our members also mentioned this on Discord, and it relates to how much people use their phones these days, as I feel that some people spend more time on their phones than they do outside or doing anything else.
Therefore, the desire to buy the best everyday phone you can get seems logical for a device you will be using a lot. I mean , some people use their phones more than computers and such .
Therefore, these are all advantages that make them want to own it.
除了围绕新设备的那些热议之外,Apple 庞大的财务实力仍然是市场上大多数其他公司无法匹敌的。我的意思是,它现在是一家年销售额约 5000 亿美元、净自由现金流约 1000 亿美元的公司。
正因为如此,他们的资产负债表极其庞大,可以随时用它来进入
Aside from the buzz surrounding new devices, Apple's massive financial reach remains unmatched by most other companies in the market. I mean, it's a company that now generates about half a trillion dollars in annual sales, and about $100 billion in net free cash flow as well.
Because of this, their balance sheet is extremely large , and they can use it at any moment to enter
正因为如此,他们的资产负债表极其庞大,可以随时用它进入我们今天甚至可能预料不到的新市场。他们回购大量自家股票,总体而言,凭借由产品和服务构成的高度协同的生态系统以及忠实的用户群,我认为这仍然是大多数投资者最安全的长期投资选择之一。
Because of this, their balance sheet is extremely large, and they can use it at any moment to enter new markets that we might not even expect today. They repurchase a lot of their shares, and overall, with a cohesive ecosystem of products and services and a loyal user base, I think this remains one of the safest long-term investment options for most investors.
不过,我已经从当前的持仓中获得了可观的收益。其市值约为 5 万亿美元,估值显著高于行业水平。很难想象从这些已经很高的水平上还能获得非常大的收益。因此,我目前不打算买入任何新股。
However, I have already made significant gains from my current financial position. With a market capitalization of approximately $5 trillion and a valuation significantly higher than the sector.
It is difficult to imagine making very large gains from these already high levels. Therefore, I do not plan to buy any new shares at the moment.
但话说回来,如果你想要巨大的体量和相对无可匹敌的安全性,在我看来 Apple 仍然是许多人的首选,仅凭这一点,我想在我们的排名中我会让它比 Eli Lilly 略胜一筹。
But again, if you want massive size and relatively unmatched security, Apple remains, in my opinion, a first choice for many, and for that reason alone, I think I would give them a slight edge over Eli Lilly in our rankings.
这个频道对 $AAPL 的历次判断
Ale's World of Stocks 在这只股票上只有这一条判断。