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市值突破3萬億後
uSMART盈立智投 01-04 22:10

蘋果(AAPL.US)市值週一觸及3萬億美元關口。投資管理公司Plurimi Group的首席投資官Patrick Armstrong預計,蘋果的市值將繼續攀升,其股價的增長速度將繼續快於整體經濟增長。他還表示,蘋果股票的估值是合理的。

據悉,2018年8月,蘋果成爲美國首家市值達到1萬億美元的上市公司,其市值在不到四年的時間裏增長了兩倍。

Armstrong 表示,他不認爲蘋果的股價會很快翻倍。但他補充稱,其股價的增長速度將超過經濟增長速度。

據悉, 國際貨幣基金組織預計,2022年美國經濟將增長5.2%,而全球經濟將增長4.9%。

Armstrong 表示,從現金流、盈利、市場份額和利潤率等指標來看,蘋果幾乎是一家完美的公司。

微軟(MSFT.US)的市值爲2.5萬億美元,而亞馬遜(AMZN.US)的市值爲1.7萬億美元,谷歌母公司Alphabet(GOOGL.US)的市值約1.9萬億美元。 一些分析師質疑蘋果估值過高,但Armstrong表示,這家iPhone製造商的市值並不像其他一些公司那樣“高”。他認爲,優秀的公司應該以溢價進行交易。

然而,並不是所有人都看好蘋果。

Hargreaves Lansdown的投資分析和研究主管Emma Wall表示,現在可能不是投資者購買蘋果或特斯拉(TSLA.US)股票的時候。

她補充稱,"如果你已經有這些資產的敞口,那就進行部分獲利了結,但將這些敞口保持在多元化的投資組合中,也不是壞事。"

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