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苹果在10月份最红!!苹果股票10月份的回报最好!
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苹果在10月份最红!!苹果股票10月份的回报最好!# Stock
b*l
1
下面是这份报告!
October is best month of the year to own Apple stock - report
By Neil Hughes
Historically, October has been the strongest month for Apple stock, and one
analyst believes that trend will continue in 2012.
Brian White with Topeka Capital Markets likened Apple to hall of fame
baseball player Reggie Jackson with the nickname "Mr. October." He noted
that over the past 9 years, October has been the best month of the year to
own Apple stock.
Since 2003, AAPL stock has risen by an average of 10 percent month over
month. The company only saw one October where its shares slid, in 2008.
White believes this October could be even better, with strong sales of the
iPhone 5 and expected new opportunities, like the rumored "iPad mini."
"In our view, the recent pullback in the stock and rising chorus of
investors and/or market pundits trying to call the top in Apple is another
positive indicator that sentiment has shifted and the stock is preparing to
make another big leg up," he wrote in a note to investors.
White is particularly bullish on the new iPhone 5, which he said is seeing "
overwhelming demand." He said that a typical iPhone launch has five phases,
and Apple is only in phase two, which gives the company plenty more room to
grow.
But beyond Apple's latest handset, he sees even more coming in what he
called an "exciting period for Apple." That's expected to include the debut
of an iPad mini this month, a new larger iPad model on the horizon in early
2013, and the likelihood of an iPhone 5 debuting with China Mobile, the
largest carrier in the world.
Topeka Capital Markets has maintained a 12-month price target of $1,111 with
a rating of "buy."
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b*l
2
苹果地图问题不影响手机销量!
Apple Maps Flap Hasn't Sapped IPhone Sales
Sterne, Agee & Leach
Despite well-publicized concerns with Apple's new iPhone 5 Maps app, we have
not picked up changes in supply-chain build plans. Demand appears robust
with its online store quoting a lead time of three to four weeks.
In addition, we are seeing improving yields on in-cell touch screens meaning
it is becoming less of a constraint. Instead, what appears to be limiting
production is assembly of the iPhone 5 itself as it is not easy to build
being a minimalist design using only aluminum and glass in its casing. We
view these as short-term issues and continue to see a powerful product cycle.
Apple's (ticker: AAPL) iPhone 5 represents a new design with several new key
components including: 1) in-cell touch screen that enables a thinner and
lighter design; 2) baseband that incorporates 4G long-term evolution (LTE)
wireless capability into a 28 nanometer fabrication process so it is power
efficient; and 3) aluminum and glass casing. While all of these could and
were bottlenecks to production at some point, yields have been improving.
Apple has very high standards where it aims to produce each model to be an
exact replica where variance is measured in microns. At this point, we
remain comfortable with our forecasts looking for 27 million iPhones in the
September quarter and 46.5 million units in the December quarter but believe
there is room for upside.
On a related matter, we believe Apple made the right decision in addressing
its Maps-gate issue head-on, referring those who have problems to use third-
party maps. At the end of the day, Apple's goal is to produce the best user
experience possible and as a leading platform, third-party support is
essential.
Because Apple Maps is software-based, we have high confidence that it will
become more powerful and refined as more mapping and user data are acquired.
People forget that Google (GOOG) Maps started out inferior to Yahoo (YHOO)
Maps and [ AOL's (AOL)] Mapquest. From our understanding, Apple had no
choice but to produce its own Maps as Google wanted to keep turn-by-turn
navigation unique to Android. We see this as short-term pain for longer-term
gain.
We continue to believe that Apple is positioned to outperform in this tough
macroeconomic environment with its defendable strategic and structural
advantages and its vertical integration. Our $840 price target assumes what
we think is a reasonable 12 times multiple on our calendar 2013 earnings-per
-share plus net cash.
-- Shaw Wu
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b*r
3
纯粹顶个贴,楼主也很久没有在股版出现了。楼主是老牌大牛,不是
瞎喊的初生牛犊。
对苹果的判断,见仁见智。。。不过总体上我比较信任整天玩百度和
苹果的。
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I*6
4
见仁见智. 还是 虎子 牛。
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