Izinkampani zobuchwepheshe zaseMelika zidlula ebusika obufudumele uma ubheka inani lentengo. Imikhuba yezomnotho engabikezelwa yokuphathwa kweNyakatho Melika iyasiza kulokhu. Okwe-Apple kuba mnandi ikakhulukazi, ngoba kuze kube manje kulo nyaka i-Apple isifinyelele ezindaweni eziphakeme ezingama-11, ngaphandle kokuqhubeka, ngoLwesibili olwedlule lifinyelele ezingeni elisha ku- khuphula ngaphezu kuka-2% ngosuku olulodwa nje, kuze kufike ku- $ 144,12 lapho kuvalwa izolo. I-UBS ibikezela ukuthi isitoko sika-Apple singaba phakathi kuka- $ 175 kanye no- $ 200 eminyakeni embalwa ezayo futhi uyichaza ngokuhlaziywa kwe-macroeconomic yenkampani.
Konke lokhu kuhlobene nesikhathi sokuvuthwa kwemikhiqizo yenkampani. Isimo esikahle ukuthi ube nemikhiqizo eyahlukahlukene ngezigaba ezahlukahlukene zokuvuthwa. Ngakolunye uhlangothi, i-iPhone entsha eyakhiwe kabusha ekupheleni konyaka, kufanele ithuthukise ukuthengisa okunikeza ukukhula okuzinzile, okungenani ngonyaka we-2018.
Kusukela lapho kuqhubeke, ifoni ka-Apple akufanele ilethe iningi lemali engenayo yekota. Ngakho-ke kungaba ukuphenduka kwezinto ezintsha ku:
- I-Los Ama-Mac ngama-processor amasha, ngubani owaziyo uma ene-RAM eningi. I-MacBooks elula noma ukuvuselelwa kwe-MacPro.
- I-Los iPads, enezici eziningi, ezinye zisondele ekusetshenzisweni kweMac.
- I-Apple Watch enezici eziningi ezigcwalisa i-iPhone ne-
- Apple TV eguquguqukayo kakhulu, ethatha ukulawula hhayi ithelevishini kuphela, kepha futhi nendlu.
Le mikhiqizo kufanele "ihlume" njengamanje emnyangweni we-R & D wenkampani.
Milunovich futhi ukholelwa ukuthi okuphambene nalokho kungenzeka. Kungaba yisimo lapho i-iPhone entsha ingafinyeleli kwinani lokuthengisa lababengaphambi kwayo, noma yonke eminye imikhiqizo ye-Apple: ama-Mac, ama-iPads, i-Apple Watch, angafiki ezingeni lokwaneliseka elidingeka kubasebenzisi. Kulokhu, isabelo sika-Apple besizohwebelana cishe ngama-125 euros / share.
Ngenkathi umhlaziyi we I-UBS Milunovich, ibheka ukuthi u- $ 200 / share unethemba elikhulu ngentengo, $ 175 isabelo kulula ukusifinyelela. Ngezinye izikhathi okulandelayo:
Isimo sakho esingenzeka kakhulu ukuthi intengo izofinyelela ku- $ 175 / share , lelo nani lingaphezu kwama-21% ngaphezu kwamazinga wamanje. Lokhu kuzodinga ukukhula kwemali okuqhubekayo. "Kepha ngezinga lokwehla", ekuthengisweni kwama-iPhones, njengoba lokhu kungayeka ukukhula, ngoba imikhiqizo emisha iphumelela ngokulingene futhi inamamaki amancane aphansi.
Sizobona njengoba izinyanga zihamba, uma inkampani ye-UBS ilungile ezibikezelweni zayo.