I-Investment Bank: I-iPhone 12's Super Cycle Propaganda isibe ngokoqobo

Umhlaziyi webhange lezimali i-Wedbush uDaniel Ives ngoMsombuluko (25th) ulindele ukuthi i-Apple izomemezela ukuthunyelwa okumangazayo kwe-iPhone kanye nesidingo esinamandla samaShayina, ngakho-ke intengo ebhekiswe ku-Apple inyuswe yaya ku-US $ 175 ngesabelo ngasinye.

Umhlaziyi webhange lezimali i-Wedbush uDaniel Ives ukhiphe umbiko wocwaningo kubatshalizimali ngoMsombuluko, ebhala ukuthi umbiko oqinile wokuhola uzoqinisekisa ukuthi "ukukhushulwa kwe-super-cycle kwe-iPhone kube yinto yangempela."

UWall Street njengamanje ubikezela ukuthi i-Apple izothengisa ama-iPhones ayizigidi ezingama-220 ngo-2021, kodwa uDaniel Ives ubikezela ukuthi ukuthengiswa kwamanje kwe-Apple kulo nyaka kulindeleke ukuthi kudlule ama-iPhones ayizigidi ezingama-240. Ngokuqondile, kungahle kube khona irekhodi elimangalisayo lokuthengisa lama-iPhones ayizigidi ezingama-250. Shaya kalula irekhodi lokuthengisa eliphakeme lamayunithi ayizigidi ezingama-231 abekwe ngo-2015.

UDaniel Ives ubikezela ukuthi cishe i-20% yemfuno ephelele yokuthuthukisa i-iPhone izovela eChina. I-China inamandla amakhulu. Lo mkhuba omuhle kulindeleke ukuthi uqhubeke kuze kube ngu-2021.

Ngokufanayo, abahlaziyi basebhange lokutshala imali uCowen bakholelwa nokuthi iChina yindawo ekhanyayo yokuthengisa kwe-Apple. Imininingwane yakamuva yeCAICT ikhombisa ukuthi i-Apple ithengise ama-iPhones ayizigidi eziyisithupha eChina ngoDisemba nyakenye, ngesabelo semakethe esilinganiselwa ku-20%, okuyirekhodi elihle kakhulu lakwa-Apple eminyakeni eminingi.

UDaniel Ives ukhuphule intengo ebhekiswe ku-Apple isuka ku-US $ 160 yangaphambilini ngesabelo ngasinye yaya ku-US $ 175 ngesabelo ngasinye, okungama-25% aphezulu kunentengo yokuvala ye-US $ 139.07 ngesabelo ngasinye ngoLwesihlanu olwedlule, futhi igcina isilinganiso sesitoko sika-Apple "esidlula". Kukhuthazwe ngumbiko we-Wedbush bullish, inani lentengo le-Apple lenyuke ngaphezulu kuka-2.77% ngoMsombuluko laya ku- $ 142.92 ngesabelo ngasinye, okurekhodi eliphezulu.

UDaniel Ives ukholelwa ukuthi uma i-Apple iqhubeka nesilinganiso sayo samanje sokuthengiswa kwe-iPhone, inani lemakethe lika-Apple lingadlula u- $ 3 trillion kulo nyaka. I-Apple kulindeleke ukuthi imemezele imiphumela yayo yakamuva yezezimali ngoLwesithathu (27) isikhathi saseMpumalanga (ngoLwesine, isikhathi seTaipei).