<p>在过去几年中，许多股票的股价迅速上涨，但两只知名股票——<strong>苹果</strong>(AAPL -0.19%) 和 <strong>SiriusXM</strong>(SIRI 1.16%)——不幸的是表现不佳。与 <strong>标准普尔 500 指数</strong> 的 60% 涨幅相比，苹果的股票上涨了 40%，而 SiriusXM 的股票则下跌了约 60%。</p>
<p>一些投资者显然对这些公司失去了信心，但如果你在两者之间选择，哪一个更值得购买呢？以下是目前这两家公司的情况，以及为什么苹果股票更可能是更好的选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzNTUvZ2V0dHlpbWFnZXMtNTM2MzE2NDc3LTEyMDF4ODAxLWQyMWI0NWQuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzNTUvZ2V0dHlpbWFnZXMtNTM2MzE2NDc3LTEyMDF4ODAxLWQyMWI0NWQuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>SiriusXM 的增长严重停滞</h2>
<p>SiriusXM 的情况已经不太好了一段时间，最新的季度继续了这一趋势。例如，SiriusXM 在第二季度（截至 6 月 30 日）的每股收益下降了 23%，降至 0.57 美元，销售额也下降了近 2%，降至 21 亿美元。</p>
<p>该公司的一个关键问题是其订阅用户数量的下降。SiriusXM 在第二季度结束时拥有 3280 万订阅用户，同比下降 1%。该公司约 75% 的总销售额来自订阅，而订阅收入在本季度下降了近 2%，降至 16 亿美元。</p>
<p>尽管用户数量的下降没有过去那么迅速，但这仍然是该公司的一个警示信号，尤其是在它面临来自播客和音乐流媒体服务的持续压力时。</p>
<p>更糟糕的是，该公司未能抓住一个巨大的广告机会。预计今年美国的数字音频广告将达到 75 亿美元，比三年前增长近 20%。然而，SiriusXM 的广告销售却在下降，第二季度下降了 2.5%。</p>
<h2>苹果股票尚未腐烂</h2>
<p>最近，苹果股票表现令人失望，因为该公司未能抓住当前的人工智能热潮。尽管包括 <strong>微软</strong> 在内的一些同行在人工智能服务方面取得了重大进展，但苹果在推出 Apple Intelligence 时基本上出现了失误，并且尚未交付一些承诺的服务。</p>
<p>不过，苹果仍然有机会进入人工智能领域。首席执行官蒂姆·库克在公司第三季度的财报电话会议上表示，苹果愿意考虑收购一家人工智能公司以赶上，即使这是一笔不小的收购。</p>
<p>但尽管苹果目前在人工智能方面的失误，最近对该公司来说还是有一些好消息。最重要的是，苹果的收入在第三季度增长了 10%，创下四年来的最大销售增长。这一增长主要得益于 iPhone 销售的上升，季度增长了 13%。</p>
<p>苹果仍然主要依靠手机销售来获取收入，但值得指出的是，该公司现在近 30% 的销售额来自服务，而 iPhone 的比例为 47%。这种收入多样化是值得注意的，因为苹果从服务中获得的利润率高达 74%，而其产品的利润率为 37%。</p>
<p>与 SiriusXM 不同，苹果非常盈利。该公司在第三季度的非 GAAP 每股收益为 1.57 美元，比去年同期增长了 12%。</p>
<h2>苹果是更好的股票</h2>
<p>投资者应该注意的一点是，苹果的股票并不便宜。其股票的市盈率 (P/E) 为 35，超过了标准普尔 500 指数约 30 的平均市盈率，远高于 SiriusXM 仅为 7 的市盈率。</p>
<p>但考虑到苹果盈利、销售增长，并且该公司在人工智能市场仍有很大的潜力，其股票目前看起来比 SiriusXM 的股票更值得购买。</p>

苹果

2 倍做多 AAPL ETF - GraniteShares

苹果每日 1 倍做空 ETF - Direxion

苹果每日 2 倍做多 ETF - Direxion

AAPX

AAPY

APLY

<p>苹果和 SiriusXM 的股票表现截然不同，过去三年苹果上涨了 40%，而 SiriusXM 下跌了 60%。SiriusXM 面临盈利和用户数量下降的问题，而苹果的收入增长了 10%，主要来自 iPhone 的销售。尽管苹果在人工智能方面面临挑战，但其盈利能力和收入多元化使其相比 SiriusXM 更具吸引力，后者的市盈率较低，但在广告销售和用户增长方面正面临困境</p>

<p>Lots of stocks have seen their share prices rise quickly over the past few years, but two well-known stocks -- <strong>Apple</strong>(AAPL -0.19%) and <strong>SiriusXM</strong>(SIRI 1.16%) -- have unfortunately been laggards. Apple's stock is up 40%, and SiriusXM's stock is down about 60% over the past three years, compared to the <strong>S&amp;P 500</strong>'s gains of 60%.</p>
<div class="lb-trans"><p>在过去几年中，许多股票的股价迅速上涨，但两只知名股票——<strong>苹果</strong>(AAPL -0.19%) 和 <strong>SiriusXM</strong>(SIRI 1.16%)——不幸的是表现不佳。与 <strong>标准普尔 500 指数</strong> 的 60% 涨幅相比，苹果的股票上涨了 40%，而 SiriusXM 的股票则下跌了约 60%。</p>
</div><p>Some investors have clearly lost faith in these companies, but if you were choosing between the two, which one is the better buy? Here's what's happening with the companies right now, and why Apple stock is most likely the better one to own.</p>
<div class="lb-trans"><p>一些投资者显然对这些公司失去了信心，但如果你在两者之间选择，哪一个更值得购买呢？以下是目前这两家公司的情况，以及为什么苹果股票更可能是更好的选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzEzNTUvZ2V0dHlpbWFnZXMtNTM2MzE2NDc3LTEyMDF4ODAxLWQyMWI0NWQuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831355%2Fgettyimages-536316477-1201x801-d21b45d.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>SiriusXM's growth is seriously stalling</h2>
<div class="lb-trans"><h2>SiriusXM 的增长严重停滞</h2>
</div><p>Things have not been going well for SiriusXM for a while, and the latest quarter continued that trend. For example, SiriusXM's earnings declined 23% to $0.57 per share in the second quarter (which ended June 30), and its sales fell nearly 2% to $2.1 billion.</p>
<div class="lb-trans"><p>SiriusXM 的情况已经不太好了一段时间，最新的季度继续了这一趋势。例如，SiriusXM 在第二季度（截至 6 月 30 日）的每股收益下降了 23%，降至 0.57 美元，销售额也下降了近 2%，降至 21 亿美元。</p>
</div><p>One of the key problems for the company is its falling subscriber numbers. SiriusXM ended Q2 with 32.8 million subscribers, a decline of 1% year over year. The company generates about 75% of its total sales from subscriptions, and subscription revenue fell almost 2% in the quarter to $1.6 billion.</p>
<div class="lb-trans"><p>该公司的一个关键问题是其订阅用户数量的下降。SiriusXM 在第二季度结束时拥有 3280 万订阅用户，同比下降 1%。该公司约 75% 的总销售额来自订阅，而订阅收入在本季度下降了近 2%，降至 16 亿美元。</p>
</div><p>The decline in subscribers isn't as rapid as it has been in the past, but it's still a red flag for the company, especially as it faces continued pressure from podcasts and music streaming services.</p>
<div class="lb-trans"><p>尽管用户数量的下降没有过去那么迅速，但这仍然是该公司的一个警示信号，尤其是在它面临来自播客和音乐流媒体服务的持续压力时。</p>
</div><p>Making matters worse for the company is that it's failing to tap into a massive advertising opportunity. Digital audio advertising will reach an estimated $7.5 billion in the U.S. this year, a nearly 20% increase from just three years ago. Yet SiriusXM's advertising sales are in decline, falling 2.5% in Q2.</p>
<div class="lb-trans"><p>更糟糕的是，该公司未能抓住一个巨大的广告机会。预计今年美国的数字音频广告将达到 75 亿美元，比三年前增长近 20%。然而，SiriusXM 的广告销售却在下降，第二季度下降了 2.5%。</p>
</div><h2>Apple stock isn't rotten just yet</h2>
<div class="lb-trans"><h2>苹果股票尚未腐烂</h2>
</div><p>Apple stock has been a disappointment lately as the company has struggled to capitalize on the current AI boom. While some of its peers, including <strong>Microsoft</strong>, have made significant strides in AI services, Apple essentially fumbled its rollout of Apple Intelligence and has yet to deliver some of the promised services.</p>
<div class="lb-trans"><p>最近，苹果股票表现令人失望，因为该公司未能抓住当前的人工智能热潮。尽管包括 <strong>微软</strong> 在内的一些同行在人工智能服务方面取得了重大进展，但苹果在推出 Apple Intelligence 时基本上出现了失误，并且尚未交付一些承诺的服务。</p>
</div><p>Apple could still get into the artificial intelligence race. CEO Tim Cook said on the company's third-quarter earnings call that Apple is open to potentially buying an AI company to catch up, even if it were a sizable purchase.</p>
<div class="lb-trans"><p>不过，苹果仍然有机会进入人工智能领域。首席执行官蒂姆·库克在公司第三季度的财报电话会议上表示，苹果愿意考虑收购一家人工智能公司以赶上，即使这是一笔不小的收购。</p>
</div><p>But despite Apple's current AI flub, there has been some good news for the company lately. Most importantly, Apple's revenue grew by 10% in Q3, marking its largest sales increase in four years. The increase was mostly due to rising iPhone sales, which rose 13% in the quarter.</p>
<div class="lb-trans"><p>但尽管苹果目前在人工智能方面的失误，最近对该公司来说还是有一些好消息。最重要的是，苹果的收入在第三季度增长了 10%，创下四年来的最大销售增长。这一增长主要得益于 iPhone 销售的上升，季度增长了 13%。</p>
</div><p>Apple still makes the majority of its revenue from selling phones, but it's important to point out that the company now generates nearly 30% of its sales from its services, compared to 47% from iPhones. That revenue diversification is noteworthy because of the high profit margin Apple makes from services -- 74% -- compared to 37% for its products.</p>
<div class="lb-trans"><p>苹果仍然主要依靠手机销售来获取收入，但值得指出的是，该公司现在近 30% 的销售额来自服务，而 iPhone 的比例为 47%。这种收入多样化是值得注意的，因为苹果从服务中获得的利润率高达 74%，而其产品的利润率为 37%。</p>
</div><p>Unlike SiriusXM, Apple is very profitable. The company had $1.57 in non-GAAP earnings in Q3, an increase of 12% from the year-ago quarter.</p>
<div class="lb-trans"><p>与 SiriusXM 不同，苹果非常盈利。该公司在第三季度的非 GAAP 每股收益为 1.57 美元，比去年同期增长了 12%。</p>
</div><h2>Apple is the better stock</h2>
<div class="lb-trans"><h2>苹果是更好的股票</h2>
</div><p>One thing investors should take note of is that Apple's stock isn't cheap. Its shares have a price-to-earnings (P/E) ratio of 35, which is more expensive than the S&amp;P 500's average P/E ratio of about 30, and far pricier than SiriusXM's P/E ratio of just 7.</p>
<div class="lb-trans"><p>投资者应该注意的一点是，苹果的股票并不便宜。其股票的市盈率 (P/E) 为 35，超过了标准普尔 500 指数约 30 的平均市盈率，远高于 SiriusXM 仅为 7 的市盈率。</p>
</div><p>But considering that Apple is profitable, sales are increasing, and the company still has a lot of potential to tap into the AI market, its shares look like a far better buy right now than SiriusXM's stock.</p>
<div class="lb-trans"><p>但考虑到苹果盈利、销售增长，并且该公司在人工智能市场仍有很大的潜力，其股票目前看起来比 SiriusXM 的股票更值得购买。</p>
</div>

Best Stock to Buy Right Now: SiriusXM vs. Apple

- 苹果公司股价在过去三年上涨 40%，而 SiriusXM 下跌约 60%。  
- SiriusXM 第二季度收益下降 23%，订阅用户减少 1%。  
- 苹果第三季度收入增长 10%，显示出更强的盈利能力和市场潜力。

当前最佳股票购买选择：SiriusXM 与苹果