苹果的“AI避风港”地位正在动摇，但该股看起来仍值得买入
更高的内存成本正在考验苹果作为防御型标的的吸引力，但服务业务的增长或许能支撑逢低买入的理由。
苹果股价在公布财报后迅速从“避风港”变成遭到抛售的对象，不过这次回调或许会带来买入机会。尽管苹果公司在2020财年第四财季的财务业绩表现强劲，盈利和总营收均超出分析师预期，但利润率压力及科技股整体担忧情绪令股价承压。
苹果的市盈率现已达到34.6倍，远高于标普500指数的18倍，市场情绪紧张之际，如何让投资者继续为这只股票支付高溢价成为关键。尽管整体营收超出预期，但服务业务营收略低于预期，毛利率也有所下降。
然而，苹果的财报发布后，股价往往在一个月内上涨的概率高达68%。分析师认为，苹果可以通过扩大服务业务收入来提升整体利润率，尤其是与AI相关的服务业务可能成为新的增长点。
现在，您是否准备好把握这次潜在的买入机会？订阅巴伦创始菁英会员，阅读全文。
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Apple's "AI safe haven" status is shaking, but the unit still seems worth buying.
Higher memory costs are testing the attractiveness of apples as defensive targets, but the growth of service operations may support the rationale for low buy-in.
After the publication of the financial statements, the price of the apple stock quickly changed from a “safe haven” to a target for sale, although this recall may lead to buy-in opportunities. Although Apple ' s financial performance during the fourth fiscal year of 2020 was strong, with both profitability and gross receipts exceeding analysts ' expectations, the pressure on profitability and the overall anxiety of the technology unit put stock prices under pressure.
At a time of tension in the market, where apples now have 34.6 times their market surplus, which is much more than 18 times the benchmark 500 index, it is crucial that investors continue to pay high premiums to this stock. Although the overall collection was higher than expected, the service operations battalion received slightly lower than anticipated and the Māori rate decreased.
However, after publish, the price of apples tends to rise as high as 68 per cent within a month. According to analysts, apples can increase overall profitability by increasing revenue from service operations, especially AI-related services, which could become new growth points.
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