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????蘋果公司（Apple）的第二財(cái)季截止到周六,，雖然其股價(jià)的銳氣在周五早上遭到市場(chǎng)打壓（蘋果股價(jià)在早上十點(diǎn)左右回落到600美元以下），但華爾街仍然看好這家由蒂姆?庫(kù)克執(zhí)掌的公司,。 ????我們?nèi)绾蔚贸鲞@一判斷,？因?yàn)楦鶕?jù)我們的觀察，過(guò)去的90天里,，分析師對(duì)蘋果公司第二財(cái)季收益的估值調(diào)高了逾24%,。分析人士對(duì)其每股收益的估值從3個(gè)月前的7.86美元調(diào)高至了如今的9.78美元（然而，在我們的獨(dú)立分析師小組看來(lái),，這個(gè)數(shù)據(jù)依然偏低,。他們一致認(rèn)為，蘋果第二財(cái)季的每股收益將超過(guò)12.50美元）,。 ????相比之下,，華爾街在同一時(shí)期對(duì)于包括亞馬遜（Amazon）到谷歌（Google)在內(nèi)的其他技術(shù)股的收益估值卻一直在下降。他們對(duì)亞馬遜公司每股收益的估值下調(diào)得尤為劇烈,，在過(guò)去3個(gè)月間下調(diào)了80%以上,。 ????然而，在古怪的股市世界里,，亞馬遜公司依然被授予近150倍的歷史市盈率（蘋果公司的歷史市盈率僅為17倍）,，意味著市場(chǎng)認(rèn)為亞馬遜公司的價(jià)值比蘋果公司高出8倍以上。見(jiàn)下圖,。 ??? 譯者:任文科 |
????Apple's (AAPL) second fiscal quarter ends Saturday, and although the market spent Friday morning knocking the stuffing out of its share price (Apple fell back below $600 in mid-morning trading), Wall Street remains bullish on Tim Cook's company. ????How do we know? We've watched the analysts' Q2 estimates for Apple climb more than 24% in the past 90 days -- from an EPS of $7.86 three months ago to $9.78 today. (Even that's low, according to our panel of independent analysts; their consensus is calling for Q2 earnings of more than $12.50.) ????By contrast, the Street's estimates for the rest of the stocks in the tech sector -- from Amazon (AMZN) to Google (GOOG) -- have been falling over the same period. Amazon's EPS estimates have been particularly hard hit, down more than 80% over the the past three months. ????In the bizzarro world of the equities market, however, Amazon is still rewarded with a trailing price-to-earnings ratio of nearly 150 to Apple's 17, meaning AMZN is perceived as more than eight times more valuable than AAPL. See chart below. |
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