Jim Cramer On Apple Stock: 'It's Only A Matter Of Time Before China Reignites'
Jim Cramer On Apple Stock: 'It's Only A Matter Of Time Before China Reignites'
Jim Cramer, the host of CNBC's "Mad Money," has urged investors to remain patient amid the recent challenges faced by Apple Inc (NASDAQ:AAPL).
CNBC “疯狂的钱” 的主持人吉姆·克莱默敦促投资者在苹果公司（纳斯达克股票代码：AAPL）最近面临的挑战中保持耐心。
What Happened: Cramer acknowledged the difficulties Apple has faced in 2024, including a drop in stock prices due to cautious analyst comments, regulatory obstacles, and sluggish iPhone sales in China, reported CNBC. Despite these issues, Cramer advised investors to have "patience, patience, patience," maintain their Apple stock and not trade it.
发生了什么：据CNBC报道，克莱默承认苹果在2024年面临的困难，包括分析师谨慎言论导致的股价下跌、监管障碍以及iPhone在中国的销售疲软。尽管存在这些问题，克莱默还是建议投资者 “耐心、耐心、耐心”，维持苹果股票，不要进行交易。
He highlighted that Apple is a top performer and even suggested that the stock could fall further without him selling. Cramer also mentioned that the company's AI-integrated iPhones and the resolution of China-related concerns could lead to long-term gains.
他强调说，苹果是表现最好的公司，甚至表示，如果不卖出，该股可能会进一步下跌。克莱默还提到，该公司集成人工智能的iPhone和解决与中国相关的问题可能会带来长期收益。
"I continue to believe as long as China has a pall cast over it ... we're not going to be able to make a lot of headway," Jim said.
吉姆说：“我仍然相信，只要中国给它蒙上阴影... 我们就无法取得很大的进展。”
"Own it, don't trade it, in part, because it's only a matter of time before China reignites."
“拥有它，不要交易它，部分原因是中国重燃只是时间问题。”
Bank of America, in contrast, is optimistic about iPhone sales, noting that the flagship device's share of the smartphone market increased in 2023.
相比之下，美国银行对iPhone的销售持乐观态度，并指出旗舰设备在智能手机市场的份额在2023年有所增加。
Evercore ISI also provided reasons to hold onto Apple stock, citing AI integration, capital allocation, and the underappreciated Service business as potential drivers for future stock growth. "As AI enabled tools become more mainstream, we think there will be a strong value proposition to run AI on the edge (inferencing). The advantage of doing on the edge (iPhone) would be lower latency, better security and easier/cheaper accessibility," the analysts wrote.
Evercore ISI还提供了持有苹果股票的理由，理由是人工智能整合、资本配置和被低估的服务业务是未来股票增长的潜在驱动力。“随着支持人工智能的工具变得越来越主流，我们认为在边缘运行人工智能（推理）将有一个强大的价值主张。分析师写道，在边缘（iPhone）上做游戏的好处是延迟更低，安全性更高，更容易/更便宜的可访问性。”
Why It Matters: The recent turbulence in Apple's China market has made investors, including Cramer, skeptical about the tech giant's short-term prospects. Cramer expressed hesitance about the current situation and indicated a need for stock prices to drop significantly before considering a position rebuild.
为何重要：最近苹果中国市场的动荡使包括克莱默在内的投资者对这家科技巨头的短期前景持怀疑态度。克莱默对当前形势表示犹豫，并表示在考虑重建头寸之前，股价需要大幅下跌。
However, the stock market is on the verge of a "virtuous investment cycle" that could drive corporate profits to new heights, according to a recent note from Bank of America's strategist Savita Subramanian. This surge in spending is expected to boost S&P 500 earnings per share.
但是，根据美国银行策略师萨维塔·苏布拉曼尼安最近的一份报告，股市正处于 “良性投资周期” 的边缘，这可能会将企业利润推向新的高度。预计支出的激增将提高标准普尔500指数的每股收益。
Apple's pricing strategy over the past 17 years has played a crucial role in driving both its unit sales and revenue share in the competitive smartphone market, according to a recent note from B of A Securities analyst Wamsi Mohan.
根据B of A Securities分析师Wamsi Mohan最近发布的一份报告，苹果在过去17年中的定价策略在推动其在竞争激烈的智能手机市场中的单位销售和收入份额方面发挥了至关重要的作用。
Deepwater Asset Management managing partner Gene Munster thinks that while Tim Cook's first-time mention of AI during an Apple shareholder meeting in January failed to excite investors, he thinks Apple stock action in 2024 reminds him of Mark Zuckerberg's Meta. He also believes Apple's AI play can move the earnings needle for Cupertino in double-digit percentages.
深水资产管理管理合伙人吉恩·芒斯特认为，尽管蒂姆·库克在1月份的苹果股东大会上首次提及人工智能未能激发投资者的兴趣，但他认为2024年的苹果股票走势让他想起了马克·扎克伯格的Meta。他还认为，苹果的人工智能可以以两位数的百分比推动库比蒂诺的收益。
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