Apple Delivered Much Better-Than-Feared 'Jalen-Brunson-Like' Quarter, Says Bullish Analyst: Why Betting Against Cupertino Is A 'Wrong Move'
Apple Delivered Much Better-Than-Feared 'Jalen-Brunson-Like' Quarter, Says Bullish Analyst: Why Betting Against Cupertino Is A 'Wrong Move'
Apple, Inc.'s (NASDAQ:AAPL) second-quarter earnings announcement catalyzed a strong upward move in the stock in premarket on Friday. A bullish analyst offered his take on the tech giant's quarterly results.
蘋果公司。”s（納斯達克股票代碼：AAPL）第二季度業績公告推動該股在週五盤前強勁上漲。一位看漲的分析師對這家科技巨頭的季度業績發表了看法。
Impressive Quarter: Wedbush analyst Daniel Ives was visibly impressed. While the Street was bracing for a brutal March quarter, Tim Cook's iPhone giant delivered a "much better than feared Jalen Brunson-like quarter," he said.
令人印象深刻的季度：Wedbush分析師丹尼爾·艾夫斯明顯印象深刻。他說，儘管華爾街正準備迎接殘酷的3月季度，但蒂姆·庫克的iPhone巨頭的業績 “比人們擔心的像杰倫·布倫森一樣好得多”。
Ives noted that the headline results beat Street estimates and iPhone sales were generally in line. "The star of the show was June guidance calling for low single-digit growth vs. the Street's whisper numbers looking for a decline."
艾夫斯指出，總體業績超過了華爾街的預期，iPhone的銷量總體持平。“該節目的亮點是6月份的指導方針，該指導方針要求保持較低的個位數增長，而華爾街低聲說的則是下滑。”
The guidance implied that iPhone demand could be starting to slowly turn the corner in China and the Services segment remained robust, the analyst said. He now thinks the all-important China region would start showing signs of a turnaround in the June quarter and return to growth in the September quarter after delivering a "less bad" March quarter.
該分析師表示，該指導方針表明，中國的iPhone需求可能開始緩慢轉危機，服務板塊仍然強勁。他現在認爲，最重要的中國地區將在6月季度開始顯示出轉機的跡象，並在3月份的季度 “不那麼糟糕” 之後，在9月季度恢復增長。
Historical Buyback: Ives said the historical $110 billion buyback Apple announced reflects the massive cash-flow generation coming out of Apple. "The capital allocation strategy remains music to the ears of investors in this tech stalwart," he said.
歷史回購：艾夫斯說，蘋果宣佈的歷史性1100億美元回購反映了蘋果產生的巨額現金流。他說：“對於這家科技巨頭的投資者來說，資本配置策略仍然是音樂。”
Drumroll Moment: The imminent unveiling of Apple's long-awaited AI strategy to its "golden" installed base and developer community at the June annual World Wide Developer Conference is the drumroll moment, Ives said. This will kickstart an "AI-driven super-cycle starting with iPhone 16 this Fall," the analyst said.
Drumroll Moment：艾夫斯說，蘋果即將在6月的年度全球開發者大會上向其 “黃金” 用戶群和開發者社區公佈期待已久的人工智能戰略，這是鼓點時刻。這位分析師表示，這將啓動 “從今年秋天iPhone 16開始的人工智能驅動的超級週期”。
The AI strategy at Apple will comprise an "AI App Store that will the foundational starting point for developers and AI apps over the coming years tapping into the 2.2 billion iOS devices worldwide along with an iPhone 16 model that will break new ground in AI and begin this next supercycle at Apple," he said.
他說，蘋果的人工智能戰略將包括 “AI App Store，這將是開發人員和人工智能應用程序在未來幾年內進入全球22億臺iOS設備的基礎起點，以及將在人工智能領域開闢新天地並開始蘋果下一個超級週期的iPhone 16機型。”
"Our view is betting against Cook and Cupertino into an AI-driven supercycle and $110 billion buyback is the wrong move for investors as the renaissance of growth returns back to the Apple story."
“我們的觀點是押注庫克和庫比蒂諾進入人工智能驅動的超級週期，1,100億美元的回購對投資者來說是錯誤的舉動，因爲增長的復興可以追溯到蘋果的故事。”
Apple, the analyst said, remained one of Wedbush's top tech picks for the year, with the quarter reinforcing the firm's thesis that the worst is now behind Apple in China.
這位分析師表示，蘋果仍然是Wedbush今年的首選科技公司之一，該季度強化了該公司的論點，即在中國，最壞的時機已經落後於蘋果。
Ives has an Outperform rating and a $250 price target for the stock.
艾夫斯對該股的評級爲跑贏大盤，目標股價爲250美元。
In premarket trading, Apple rose 6.51% to $184.29, according to Benzinga Pro data.
根據Benzinga Pro的數據，在盤前交易中，蘋果上漲6.51％，至184.29美元。
Photo courtesy: Shutterstock
照片來源：Shutterstock
譯文內容由第三人軟體翻譯。