APP的远期市盈率为16倍，市场对其电商转型存疑；Pixel采用率每周增长7%，显示第二增长阶段有望兑现。
逐段跳播
好，让我们进入今天最后一支箭。我们的小奖励。我想重点介绍“Apple Oven”这家公司。是的，它之所以只是一只额外的股票，是因为其中涉及很多风险。我们不会把支持或反对“Apple Oven”的整个投资逻辑都拆解一遍。
它的代码是APP。但我想把它拿出来讨论，是因为一件有趣的事，而且我认为它很应景。
Okay, let's move on to the last arrow we have today. Our little reward. I wanted to highlight the company "Apple Oven". Yes, and the reason it's just an extra stock is that there are a lot of risks involved .
We will not break down the entire investment case for or against "Apple Oven". It bears the indicator symbol APP . But I wanted to bring it up for discussion because of one interesting thing, and I think it's timely.
所以，这是一家数字广告公司，增长极为迅猛，主要是在移动视频游戏行业。这是她积累专长的领域，并以惊人的速度增长，直到她真正主导了整个市场。
So, this is a digital advertising company that has grown tremendously, primarily in the mobile video game industry . This is the area in which she gained her expertise and grew at an amazing rate, until she truly dominated that entire market.
你先问自己，“Apple Oven”的第二章是什么？“Apple Oven”说，我们这里的第二章，也是我们第二个大的增长引擎，将是在电子商务领域。作为投资者，有理由对此持一定的怀疑态度，因为从移动游戏到电子商务，其中的动态是不同的，甚至还要谈到基于网络的电子商务。
所以，我们身处一个完全不同的领域，她能复制自己的成功故事吗？
You start by asking yourself, what is the second chapter for " Apple Oven"? Apple Oven says our second chapter here, and our second big growth engine, will be in e-commerce. There is a reason , if you are an investor, to be somewhat skeptical of this because there are different dynamics at play from mobile gaming to e-commerce and even talking about web-based e-commerce as well.
So, we are in a completely different field, can she replicate her success story?
这里有趣的一点是，它的电子商务广告工具叫“Pixel”。目前，Pixel在采用方面仍处于早期阶段。然而，第三方数据现在显示，有15,000家电子商务商店正在使用它，而且在上周它相比前一周增长了7%。
每周7%的增长。如果你能基于Pixel下载量的这一增长率维持甚至加快这一势头，并预期它持续半年，那么你实际上是在一个比移动游戏大得多的领域中获得力量。
One of the interesting things here is that its e-commerce advertising tool is called " Pixel". Currently, Pixel is still in its early stages in terms of adoption. However, third-party data now shows that 15,000 e-commerce stores are using this, and in the last week it saw a 7% growth compared to the previous week.
Growth of 7% week after week . If you can maintain and even increase this momentum based on this growth rate in Pixel downloads, and expect it to continue for half a year, then you are actually gaining strength in a much larger area than mobile gaming.
因此，该股的市盈率只有其未来盈利的16倍。投资者极度怀疑，而这种怀疑是有充分理由的。然而，现在有一些数据表明，第二阶段即将为Apple 11实现。这当然应该密切关注。我知道这只股票目前在投资者中造成了分歧，因为一些人认为它最好的增长期已经结束。而另一些人则认为它是一只极具价值的股票。
Therefore, the stock is trading at only 16 times its future earnings. Investors are extremely skeptical, and there are good reasons for this skepticism. However, there is some data now indicating that the second phase is about to be realized for Apple 11.
It should certainly be watched closely. I know this stock is currently causing a split among investors because some believe its best growth period is over. While others believe it is a stock of great value.
这个频道对 $APP 的历次判断
The Motley Fool 在这只股票上只有这一条判断。