Apple's Glowtime Event: Will The iPhone 16 Shine Or Fizzle?
Apple's Glowtime Event: Will The iPhone 16 Shine Or Fizzle?
Apple Inc's (NASDAQ:AAPL) much-anticipated "It's Glowtime" event on Sept. 9 has the tech world buzzing, but analysts are playing it cool. With expectations for an iPhone 16, updated Apple Watches and AirPods, investors are curious if this event will light up Apple's stock or leave it dim.
美股苹果公司（NASDAQ:AAPL）盼望已久的“发光时刻”活动定于9月9日举行，科技界愈发感到兴奋，但分析师们对此较为冷静。投资者们对于iPhone 16、更新的苹果手表和AirPods的期望很高，他们怀疑这次活动会给苹果的股票带来涨光还是昏暗。
Goldman Sachs On iPhone Product Innovations
高盛对iPhone产品创新的评价
Goldman Sachs analyst Michael Ng remains optimistic about Apple's long-term prospects, reiterating a Buy rating and a 12-month price target of $276, reflecting 23.9% upside expectations for the stock.
高盛分析师Michael Ng对苹果的长远前景持乐观态度，重申“买入”评级，目标股价为276美元，预计股票的上涨空间为23.9%。
Apple stock generally underperforms the broad market on the day of iPhone announcements, the analyst said. While the Monday event may be "similarly immaterial to the stock price," potential upside surprises could come from "the announcement of a price increase on iPhones," "earlier-than-expected AI features and apps" and "better-than-expected carrier promotions," he said.
分析师表示，苹果股票在iPhone发布日一般表现不佳。他说，“尽管周一的活动可能对股票价格也没多大影响，但也不能排除潜在的正面意外，比如‘iPhone价格上涨的公告’、‘提前推出的人工智能功能和应用程序’以及‘超出预期的运营商促销活动’。”
Ng is particularly bullish on the new product innovation in the iPhone 16, expecting it to drive "upgrades and installed base growth," with iPhone revenue growth forecasted to accelerate to 9% in both FY2025 and FY2026, driven by "AI features and new iPhone hardware form factors."
Ng对iPhone 16的新产品创新持非常看好的态度，预计这将推动“升级和已安装基础增长”，iPhone的营收增长预测加速至2025财年和2026财年的9%，这是由“人工智能功能和新iPhone硬件形态因素推动的。”
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阅读更多：苹果和英伟达将引领3至5年的科技牛市，分析师称：“我在这里买入”
Piper Sandler: 'Apple Intelligence Can Be The Star Of The Show'
派杰投资：苹果智能有望成为焦点
On the other hand, Piper Sandler analyst Matt Farrell takes a more cautious stance, maintaining a Neutral rating with a price target of $225.
另一方面，派杰投资分析师Matt Farrell采取了更为谨慎的态度，维持“中立”评级，股价目标为225美元。
Farrell expresses concern that "a lot of the near-term excitement is built into the stock at ~30x CY25E EPS." The event could be significant if "Apple Intelligence can be the 'star of the show,'" which would be an "incremental positive for the 'super cycle' thesis," the analyst said.
法雷尔表示，"大量短期的喜悦都建立在该股票约30倍CY25E每股收益的基础之上"。如果"苹果智能能成为这场演出的'科创板'"，那将是"'超级周期'理论的增量利好"，分析师说。
Piper Sandler is wary of any major price increases for the iPhone 16, noting that "any major price increase this cycle would be viewed as a negative," particularly as consumer spending shows signs of weakening, he said.
派杰投资对于iPhone 16的任何大幅上涨价格持谨慎态度，并指出"本轮若有任何大幅上涨价格将被视为负面"，尤其是考虑到消费者支出出现疲软的迹象，他说。
Apple's Glowtime Event Expectations — A Mixed Bag
苹果的Glowtime活动预期-反应不一
As Apple gears up for its Glowtime event, the consensus among analysts is that while the iPhone 16 and Apple Intelligence have the potential to impress, there's caution in the air.
随着苹果为其Glowtime活动做准备，分析师的共识是，虽然iPhone 16和苹果智能有可能给人留下深刻印象，但大家都存在谨慎情绪。
Ng's optimism hinges on the possibility of surprise announcements, while Farrell remains skeptical, focusing on potential headwinds like consumer spending and the lack of revolutionary changes.
吴氏的乐观情绪取决于可能出现的意外公告，而法雷尔则持怀疑态度，着重关注消费者支出和缺乏创新变革等潜在风险。
Investors will be watching closely to see if Apple can truly shine or if this event will be more of a slow burn.
投资者将密切关注苹果是能否真正闪耀，还是该活动将成为一种缓慢的开多。
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Photo courtesy of Apple.
照片由苹果提供。