Apple's services to highlight December quarter results, says Morgan Stanley

seekingalpha2022-01-20

Robert Way/iStock Editorial via Getty Images Apple (NASDAQ:AAPL) is likely to beat Wall Street estimates for the December quarter, with services being a particular area of strength according to ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2204094504?lang=zh_CN&edition=full","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1330372219/medium_image_1330372219.jpg","is_english":true,"pubTime":"2022-01-20 21:44","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2204094504","market":"us","top_or_hot":-1,"title":"Apple's services to highlight December quarter results, says Morgan Stanley","media":"seekingalpha","content":"<div>\n<p>Robert Way/iStock Editorial via Getty Images   Apple (NASDAQ:AAPL) is likely to beat Wall Street estimates for the December quarter, with services being a particular area of strength according to ...</p>\n\n<a href=\"https://seekingalpha.com/news/3789607-apple-likely-to-beat-december-estimates-but-its-priced-in-ms-says\">网页链接</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's services to highlight December quarter results, says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's services to highlight December quarter results, says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3789607-apple-likely-to-beat-december-estimates-but-its-priced-in-ms-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Robert Way/iStock Editorial via Getty Images   Apple (NASDAQ:AAPL) is likely to beat Wall Street estimates for the December quarter, with services being a particular area of strength according to ...</p>\n\n<a href=\"https://seekingalpha.com/news/3789607-apple-likely-to-beat-december-estimates-but-its-priced-in-ms-says\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4553","symbol_name":"喜马拉雅资本持仓","start_time":0,"source_url":"https://seekingalpha.com/news/3789607-apple-likely-to-beat-december-estimates-but-its-priced-in-ms-says","article_id":"2204094504","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1330372219/medium_image_1330372219.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2204094504","pubTimestamp":1642686251,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Robert Way/iStock Editorial via Getty Images   Apple (NASDAQ:AAPL) is likely to beat Wall Street est","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4127":"投资银行业与经纪业","BK4170":"电脑硬件、储存设备及电脑周边","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","MS":"摩根士丹利","BK4501":"段永平概念","BK4507":"流媒体概念","AAPL":"苹果","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念"},"translate_title":"摩根士丹利表示，苹果服务将突出12月季度业绩","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MS":1,"AAPL":1},"content_text":"Robert Way/iStock Editorial via Getty Images   Apple (NASDAQ:AAPL) is likely to beat Wall Street estimates for the December quarter, with services being a particular area of strength according to Morgan Stanley analyst Katy Huberty.  However, Huberty said such gains have already been \"relatively priced in by the market.\" On Thursday, Huberty, who has an overweight rating and a $200-a-share price target on Apple's (AAPL) stock, said she expects Apple's (AAPL) services revenue for the quarter to total $19.2 billion, which is 3% ahead of Wall Street's estimates, and would represent a 21% increase from a year ago. Huberty said better-than-expected App Store performance is adding to Apple's (AAPL) services strength. Huberty said that Apple's (AAPL) revenue stability, upcoming product launches and expanding into new markets, such as the oft-rumored AR/VR headset \"makes [Apple] more defensive in a rising rate environment.\" Apple (AAPL) shares were fractionally higher in Thursday's pre-market trading at $167.02. Huberty notes that Apple (AAPL) shares are up 19% since falling to a quarterly low point of $138.27 on Oct. 4. By comparison, the S&P 500 (SP500) is up by 5% over the same period. Concerning the quarter, Huberty said she expects Apple (AAPL) to report revenue that is 3% ahead of what Wall Street is expecting, citing stronger iPhone production and fewer manufacturing hiccups, thanks in part to strong growth from China in the quarter. Analysts expect Apple (AAPL) to earn $1.88 a share on $118.2 billion in revenue, when it reports results on Jan. 27. \"When we take these data points together, we believe iPhone likely outperformed consensus estimates,\" said Huberty, who believes Apple shipped 83 million iPhones during the December quarter. Huberty said such figures would represent a 4% increase in shipments during the same period in 2020, and are \"largely in-line\" with forecasts from BofA's greater China technology hardware team's forecasts. Earlier this week, Bank of America analyst Wamsi Mohan noted that Apple (AAPL) likely had strong growth in the App Store in its fiscal 2022 first-quarter, citing data from Sensor Tower.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2204094504"}