03/24/2025, 06:23 AM UTC
苹果：终极资本回报投资（评级上调）Apple: The Ultimate Capital Return Play (Rating Upgrade)
1. 由于贸易战担忧和智能手机市场饱和，苹果的估值最近向下修正，但其自由现金流和股票回购仍然是强劲的投资点。2. 苹果在股票回购方面有着强大的记录，在2024财年回购了价值950亿美元的股票。3. 尽管存在iPhone增长停滞的风险，但苹果的品牌忠诚度和潜在的新股票回购计划使其在当前估值下具有不错的价值。1. Apple's valuation has recently corrected downwards due to trade war concerns and smartphone market saturation, but its free cash flow and stock buybacks remain strong investment points. 2. Apple has a strong track record in stock buybacks, with $95.0B worth of shares repurchased in FY 2024. 3. Despite risks of stalled iPhone growth, Apple's brand loyalty and potential new stock buyback plans make it a decent value at current valuations.---
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