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 “瘋狂的錢” 的主持人吉姆·克萊默敦促投資者在蘋果公司（納斯達克股票代碼：AAPL）最近面臨的挑戰中保持耐心。
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.
發生了什麼：據CNBC報道，克萊默承認蘋果在2024年面臨的困難，包括分析師謹慎言論導致的股價下跌、監管障礙以及iPhone在中國的銷售疲軟。儘管存在這些問題，克萊默還是建議投資者 “耐心、耐心、耐心”，維持蘋果股票，不要進行交易。
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.
他強調說，蘋果是表現最好的公司，甚至表示，如果不賣出，該股可能會進一步下跌。克萊默還提到，該公司集成人工智能的iPhone和解決與中國相關的問題可能會帶來長期收益。
"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.
吉姆說：“我仍然相信，只要中國給它蒙上陰影... 我們就無法取得很大的進展。”
"Own it, don't trade it, in part, because it's only a matter of time before China reignites."
“擁有它，不要交易它，部分原因是中國重燃只是時間問題。”
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，美國銀行對iPhone的銷售持樂觀態度，並指出旗艦設備在智能手機市場的份額在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還提供了持有蘋果股票的理由，理由是人工智能整合、資本配置和被低估的服務業務是未來股票增長的潛在驅動力。“隨着支持人工智能的工具變得越來越主流，我們認爲在邊緣運行人工智能（推理）將有一個強大的價值主張。分析師寫道，在邊緣（iPhone）上做遊戲的好處是延遲更低，安全性更高，更容易/更便宜的可訪問性。”
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.
爲何重要：最近蘋果中國市場的動盪使包括克萊默在內的投資者對這家科技巨頭的短期前景持懷疑態度。克萊默對當前形勢表示猶豫，並表示在考慮重建頭寸之前，股價需要大幅下跌。
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，根據美國銀行策略師薩維塔·蘇布拉曼尼安最近的一份報告，股市正處於 “良性投資週期” 的邊緣，這可能會將企業利潤推向新的高度。預計支出的激增將提高標準普爾500指數的每股收益。
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.
根據B of A Securities分析師Wamsi Mohan最近發佈的一份報告，蘋果在過去17年中的定價策略在推動其在競爭激烈的智能手機市場中的單位銷售和收入份額方面發揮了至關重要的作用。
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.
深水資產管理管理合夥人吉恩·芒斯特認爲，儘管蒂姆·庫克在1月份的蘋果股東大會上首次提及人工智能未能激發投資者的興趣，但他認爲2024年的蘋果股票走勢讓他想起了馬克·扎克伯格的Meta。他還認爲，蘋果的人工智能可以以兩位數的百分比推動庫比蒂諾的收益。
Image created using photos on Shutterstock
使用 Shutterstock 上的照片創建的圖片