元器件交易网讯 4月18日消息，据外媒报道，摩根士丹利分析师提供的一份研究报告中指出，现在正是投资苹果的好时机。

　　苹果过去几年在研发领域投入巨大，且2010—2013年研发投入呈现30%的增长。“在未来一年中苹果的表现将在度过新产品研发投入增长期后好转，2000-2001年度iPod发布、2005-2006年度iPhone发布、2008-2009年度iPad发布都显现出了这种趋势。”

　　iPhone作为苹果的主要驱动力有所放缓，媒体、消费者、华尔街都在期待苹果“下一件大事”。人们期待苹果进入可穿戴领域，有传言称iWatch将在今年发布。研究员还提到了蒂姆·库克在上一次财报电话会议中提到的移动支付。（元器件交易网毛毛  编译）

　　以下为原文：

　　Apple’s stock has been stuck in thedoldrums for some time now, as people lament the death of Steve Jobs, thesupposed lack of innovation, and concerns that the company just isn’t the sameas what it used to be. However, if one key indicator proves to be a tell, nowmay be the time to buy.

　　Morgan Stanley analyst Katy Huberty is outwith a research note noting that now’s the time to invest in Apple, as Applehas been heavily spending on research and development (R&D) in the past fewyears and has grown R&D spending 30%-year-over-year from 2010 to 2013.

　　“Our recent analysis suggests that on a next 12-month view, Applestock performance tends to improve after periods of R&D growth as thecompany invests in new product categories,” Huberty wrote in the note. “We sawthis trend play out with iPod in 2000-01, iPhone in 2005-06 and iPad in2008-09. Apple kept R&D growth at over 30% year-over-year during 2010-13.”

　　As Apple’s major driver, the iPhone, hasslowed down, the media, consumers and Wall Street have looked for Apple’s “nextbig thing” when it comes to a new product. Most are expecting Apple to get intowearable tech, via the oft-rumored iWatch that’s supposedly due later thisyear. Huberty also cites mobile payments, something CEO Tim Cook talked abouton Apple’s last earnings call.

　　“The mobile payments area in general is one that we’ve been intriguedwith, and that was one of the thoughts behind Touch ID,” Cook said on the call.He noted that “by looking at the demographics of our customers and the amountof commerce that goes through iOS devices versus the competition that it’s abig opportunity on the platform.”

　　In addition to the iWatch and mobilepayments, Huberty notes institutional investors (hedge funds, pension funds,etc.) have a lower ownership of Apple than they do other large-cap techcompanies such as Google. Coupled with the next iPhone, a larger-screened iPad,and additional software and services, Huberty believes now is the time to buyApple.

　　Huberty noted the AlphaWise smartphonetracker indicated iPhone demand of 40.6 million units for the March quarter,and recent promotions such as the launch of the 8 GB iPhone 5c may have helpeddemand in some areas. She’s expecting Apple to have sold 38 million iPhonesthis quarter, similar to what other analysts on Wall Street are modeling. She’salso expecting Apple to have delivered 20 million iPads, down from 26 millionin the all-important holiday quarter.