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  • And Apple recently hit a new high after the announcement of the iPhone 8 event.

  • What does Apple need to do for that to keep the momentum up after the event and after the launch of the phone?

  • Yeah, I mean it's gonna be hard, right?

  • And we've had a strong buy opinion on Apple for some time

  • I remember a little bit more than a year ago,

  • this was a stock that was in the low 90s.

  • And now, we're... I think over a hundred and sixty dollars a share.

  • So, it's been kind of tough to some extent a year ago thinking about where the price was,

  • but again we've seen the appreciation in the shares in part

  • because Apple seems to be delivering in terms of how they're gaining market share,

  • the new iPhone that is expected to be introduced I think really within a week or so

  • and I think people are very excited about that.

  • Frankly, sometimes we do see a "sell-on-the-news" kind of impact,

  • and that's something that folks need to be aware of,

  • especially, given the fact that the stock is at all-time highs right now.

  • However, I think it's pretty clear that a major growth driver beyond just the new iPhone

  • is gonna be the services business, which I think contributed more than a fifth of the company's revenue in the recent quarter.

  • And that's something that we think has legs in terms of a growth story from a company for years to come.

  • So, it's gonna be really interesting to see what the new iPhone consists of

  • and a lot of news has been made about augmented reality and about wireless charging and things like that

  • and I think a lot of that is already priced into the stock.

  • It's amazing, you know?

  • If you go back 5 years,

  • there really was very little in terms of certainty about what Apple will announce these events.

  • Now, I think there's really not a lot of mystery,

  • and so I think that's gonna contribute to maybe a "sell on the news"

  • and maybe an additional buying opportunity.

And Apple recently hit a new high after the announcement of the iPhone 8 event.

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iPhoneを忘れて, トップハイテクアナリストは、Appleの成長は、そのサービスのビジネスから来ていると言う (Forget the iPhone, top tech analyst says Apple growth is coming from its services' business)

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    李依庭 に公開 2021 年 01 月 14 日
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