On the morning of September 27, Beijing time, it was reported that in the past year, high-value technology stocks had been severely hit, and Tesla's stock had become a competitor to Apple's stock.
据报道，在过去的一年里，高市值的科技股受到了严重打击，特斯拉的股票成为了苹果的竞争对手。
Among the top five companies in the United States by market value, Tesla's share price is currently the highest. The company is the only one whose performance is close to Apple's, which is a rare highlight for investors in the industry this year. Since 2022, Tesla's share price has declined by 22%, while Apple's has declined by 15%. In contrast, Microsoft, Alphabet and Amazon all fell by more than 29%, basically equal to the NASDAQ 100 Index.
在美国市值排名前五的公司中，特斯拉目前的股价最高，是唯一一家接近苹果的公司，也是今年该行业投资者难得的亮点。自2022年以来，特斯拉的股价下跌了22%，而苹果则下跌了15%。相比之下，微软，Alphabet亚马逊跌幅超过29%，与纳斯达克100指数基本持平。
On the surface, Tesla's performance seems to be the opposite of Apple's. The revenue of this electric vehicle manufacturer increased greatly, but its profit margin was very low. Until a few years ago, the company was still burning a lot of money and was once on the verge of bankruptcy. In contrast, Apple's expansion has slowed down, but the company has become a profit giant. The net income of this electronic equipment giant is expected to reach 100 billion dollars this fiscal year.
从表面上看，特斯拉的表现似乎与苹果完全不同。这家电动汽车制造商的收入增长了很多，但利润率很低，直到多年前，该公司仍在烧钱，一度处于破产的边缘。相比之下，苹果的扩张速度有所放缓，但该公司已经成为一个盈利巨头，电子产品巨头的净收入预计将达到1000亿$。
Eric Clark, portfolio manager of Accuvest Global Advisors, said: "The correlation between the two is amazing, but when you consider that Tesla is the only electric vehicle enterprise among the top five enterprises with a market value, which makes it unique. Other large technology companies are in the field of software or cloud computing, and these markets are more competitive. I think people underestimate the pure appeal of a particular theme."
AccuvestGlobalAdvisors资产配置经理埃里克·克拉克(EricClark)表示：“两者之间的相关性令人惊讶，但当你认为特斯拉是五大市值公司中唯一的电动汽车公司时，它变得独一无二。其他大型科技公司都在软件或云计算领域，市场竞争更加激烈。我认为我们低估了特定主题的纯粹吸引力。”
The similarity between Apple and Tesla is that both companies have huge market values of $2.4 trillion and $862 billion, respectively, which means that they both benefit from funds flowing into major indexes. Wiley Angel, chief market strategist of Ziegler Capital Management, said that compared with other technology stocks, they have less connection with the business cycle.
苹果和特斯拉的相似之处在于，两家公司都有巨大的市场价值，分别是2.4万亿$和8620亿$，这意味着它们都受益于流入跟踪主要指数的基金。ZieglerCapitalManagement首席市场战略师威利·安格尔(WileyAngell)表示，与其他科技股相比，它们与商业周期关系不大。
Ziegler Capital Management holds the shares of Apple and Tesla at the same time. Angell said: "This means that there is less concern about the economic recession and less concern about what the Federal Reserve is doing. The development of electric vehicles is still at an early stage, and Apple is getting a lot of income from subscription or repeatability, which means it is more stable."
ZieglerCapitalManagement苹果和特斯拉同时拥有股票，Angell表示：“这意味着对经济衰退和美联储所做的事情的担忧更少。电动汽车的发展仍处于起步阶段，苹果从订阅或重复性中获得了大量的收入，这意味着它更稳定。”
These characteristics, as well as the loyal consumers attracted by their products, make these two stocks the most popular stocks for retail investors. Vanda Research said on September 21 that Apple and Tesla are by far the most stocks purchased by ordinary investors in the past five days.
这些特征，以及他们的产品所吸引的忠实客户，使这两只股票成为散户投资者最受欢迎的股票。VandaResearch9月21日，苹果和特斯拉在过去五天中被普通投资者购买最多。
Apple's huge cash flow and its commitment to return funds to shareholders through dividends and buybacks have made it a favorite for investors to seek defense when they are worried that the efforts of Wachovia to fight inflation will plunge the U.S. economy into recession. Meanwhile, some of Tesla's fluctuations this year are related to CEO Elon Musk's decision to acquire Twitter, which he is currently trying to get rid of.
苹果巨大的现金流和通过股息和回购向股东退还资金的承诺，使其成为投资者在担心美联抗通胀的努力时寻找防御的最爱。与此同时，特斯拉今年的一些波动CEO埃隆·马斯克(ElonMusk)收购Twitter目前，他正试图摆脱这笔交易。
Data compiled by Bloomberg shows that Apple has obtained a premium valuation relative to the NASDAQ 100 index, which is far higher than the average level of the company in the past decade.
彭博社选择的数据显示，苹果已经获得了与纳斯达克100指数相比的溢价估值，远远超过了过去十年的平均水平。
Angell of Ziegler Capital said that in a market where investors are trying to avoid risks, Apple and Tesla are particularly attractive now because they have loyal customer groups and are relatively less vulnerable to the impact of economic cycles. "The excellent performance of the two companies is the reason why we want to continue to hold them," he said
ZieglerCapital的Angell他说，在一个投资者试图规避风险的市场中，由于忠实的客户群体，苹果和特斯拉相对不太可能受到经济周期的影响，这使得苹果和特斯拉现在特别有吸引力。“这两家公司的出色表现是我们希望继续持有它们的原因。”