11/14/2024, 01:45 PM UTC
苹果公司Q4和2024财年：业绩强劲但估值过高Apple's Q4 And FY 2024: A Superb Business Trading At A Real Overvaluation
1. 苹果公司Q4和2024财年业绩强劲，盈利能力和收入均有所提升，主要得益于新产品发布。2. 他们的服务业务毛利率为74%，对盈利至关重要，但硬件销售对于生态系统增长仍然至关重要。3. 尽管业绩强劲，但根据DCF分析，苹果的股价估值历史性地过高，存在19%的泡沫。4. 面临的挑战包括中国市场的竞争压力、治理风险和巨大的竞争力量。1. Apple had a strong Q4 and FY24 with improved profitability and expanding revenues, primarily due to new product launches. 2. Their Services business, with a 74% gross margin, is crucial for profitability, but hardware sales remain essential for ecosystem growth. 3. Despite robust earnings, Apple's stock valuation is historically expensive, with a 19% overvaluation suggested by the DCF analysis. 4. Challenges include competitive pressures in China, governance risks, and massive competitive forces.
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