两年前,当苹果的市值首次突破1万亿美元大关时,全世界都傻眼了,但和它今天的成就相比,或许当年的壮举就不那么值得一提了。这是因为,即便是13位数的市值,2018年8月的苹果在同行中的地位也并非空前绝后——它变大了,整个市场也变大了,所以他在标准普尔500指数重的权重仍然与过去鼎盛时期的巨头们相当,比如埃克森美孚公司和IBM公司。然而,如今情况正在改变,苹果公司的股票市场已经进入了未知的水域。由于自去年8月以来,苹果的股价几乎翻了一番多,标普道琼斯指数和彭博社汇编的数据显示,这家iPhone制造商在标普500指数中的份额为6.5%,刚刚超过了IBM在35年前保持的6.4%的纪录,成为了这40年以来最高的股价。苹果的整体市值为1.875万亿美元,距离2万亿美元还有约7%的差距。“我们现在的这个市场,赢家会赢,而且他们会赢得很大,”Bokeh Capital Partners的首席投资官Kim Forrest对此这么评论道。
The world gawked two years ago when Apple Inc.’s market value crossed $1 trillion for the first time. But the feat was less noteworthy when viewed from another perspective: relative size. That’s because, even with a 13-digit price tag, Apple’s place among its peers in August 2018 wasn’t unprecedented -- it had gotten bigger, but so had the whole market. As a result, its weighting in the S&P 500 remained comparable to past titans in their heyday, such as Exxon Mobil Corp. and IBM Corp. Almost $900 billion worth of market cap later, that’s changing: Apple’s stock market heft has entered uncharted waters. Thanks to more than doubling since last August, its weighting in the S&P 500 just leapfrogged IBM’s in 1985 to become the biggest in 40 years. “We’re in this market where the winners are going to win -- and they’re going to win big,” said Kim Forrest, chief investment officer of Bokeh Capital Partners. At 6.5%, the iPhone maker’s share in the S&P 500 just surpassed the record 6.4% that IBM held 35 years ago, data compiled by S&P Dow Jones Indices and Bloomberg show. Apple’s overall market cap stands at $1.875 trillion, about 7% away from $2 trillion.
The breakthrough speaks to the strength of a company that few can match in a year when Covid-19 is raging. Up 49% this year, Apple’s gain beats all U.S. companies with a market value above $300 billion, except for Amazon.com Inc. The share rally has picked up after the company’s quarterly revenue crushed Wall Street forecasts, boosted by demand from locked down consumers for new iPhones, iPads and Mac computers to stay connected during the pandemic. Some analysts already envision a market value of $2 trillion for Apple. Tom Forte at D.A. Davidson & Co. predicts the stock will rise to $480 a share over the next year or so, a price target that represents a 9.4% gain from current levels and implies a market cap of $2.05 trillion. source