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2021-04-14

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Apple Stock Could Rise From Strength In This Key Segment<blockquote>苹果股价可能会在这一关键领域走强</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":344184760,"tweetId":"344184760","gmtCreate":1618388274250,"gmtModify":1634293306161,"author":{"id":3574834957835877,"idStr":"3574834957835877","authorId":3574834957835877,"authorIdStr":"3574834957835877","name":"Jeph","avatar":"https://static.tigerbbs.com/6d84ddcaae60f793877f3447bc18beda","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Leggo</body></html>","htmlText":"<html><head></head><body>Leggo</body></html>","text":"Leggo","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/344184760","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","kind":"news","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=zh_CN&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment<blockquote>苹果股价可能会在这一关键领域走强</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.<blockquote>全行业第一季度出货量、定价权和市场份额增长超过 30%。这一关键产品细分市场可能会在财报季给投资者留下深刻印象，并提振苹果股价。</blockquote> Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.<blockquote>关于日历第一季度个人计算销售的第三方研究数据已经开始涌入。IDCorGartner，根据被问到的人，3月份个人电脑出货量增长了32%至55%，令人印象深刻。</blockquote> Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.<blockquote>我认为苹果股票可能会受益于 Mac 部门出色的收入增长，第二财季可能会达到 50%，甚至更多。</blockquote> <img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\">Figure 1: MacBook Pro 13\"<blockquote>图1：MacBook Pro 13英寸</blockquote> Industry-wide themes in PC<blockquote>PC 中的行业范围主题</blockquote> At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.<blockquote>在个人电脑行业层面，2021 年前三个月主要受益于 2020 年可比季度惨淡的销售。请记住，去年 1 月至 3 月标志着 COVID-19 危机的初始阶段，个人电脑销量起初一落千丈。</blockquote> It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:<blockquote>2021年第一季度个人电脑出货量可能会令人眼花缭乱，这是在较低的门槛下进行的。然而，公平地说，简单的比较并不能完全解释为什么最近的销售令人印象深刻。IDC 的研究经理详细阐述道：</blockquote> “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.” From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:<blockquote>“去年未满足的需求延续到了第一季度，大流行病带来的额外需求也继续推动销量增长。[此外，虽然没有反映在单位出货量中]，但市场仍在努力应对零部件短缺和物流问题等挫折，这些问题都导致了平均售价的上涨”。从调研公司提供的初步数据来看，以下是我们对Q1电脑销量的其他了解：</blockquote> <ul> <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li> <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li> <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li> </ul> How Apple stock could benefit<blockquote><ul><li>联想继续引领行业，拥有24%至25%的市场份额，紧随其后的是基于Windows的同行惠普和戴尔；</li><li>尽管在市场上占据第三的位置，戴尔可能是第一季度设备出货量的相对输家；</li><li>苹果仍然是个人电脑领域的第四名，尽管其市场份额似乎至少增加了一个百分点，达到8%。</li></ul>苹果股票如何受益</blockquote> The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.<blockquote>Mac 仅占苹果 2020 财年总收入的 10%，在更加正常化的 2019 财年，这一比例甚至更低。因此，公平地说，PC 销量在决定苹果股价方面可能没有 iPhone 那么重要。</blockquote> However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.<blockquote>然而，Mac这次可能表现得异常出色。就收入增长而言，我相信第二财季可能是该领域过去十年中最好的季度，至少是这样。见下图。</blockquote> <img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\">Figure 2: Mac revenue growth since fiscal 2019.<blockquote>图2：自2019财年以来Mac收入增长。</blockquote> Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.<blockquote>例如，如果 Mac 的增长达到我的上述预测，我估计仅该细分市场就能为整个公司的销售额带来约 6 个百分点的收入增长。这种表现可能会吸引投资者的注意力，并可能推动苹果股价走高。</blockquote>","collect":0,"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 Stock Could Rise From Strength In This Key Segment<blockquote>苹果股价可能会在这一关键领域走强</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 Stock Could Rise From Strength In This Key Segment<blockquote>苹果股价可能会在这一关键领域走强</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-04-14 16:07\n\n</h4>\n</header>\n<article>\nIndustry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.<blockquote>全行业第一季度出货量、定价权和市场份额增长超过 30%。这一关键产品细分市场可能会在财报季给投资者留下深刻印象，并提振苹果股价。</blockquote> Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.<blockquote>关于日历第一季度个人计算销售的第三方研究数据已经开始涌入。IDCorGartner，根据被问到的人，3月份个人电脑出货量增长了32%至55%，令人印象深刻。</blockquote> Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.<blockquote>我认为苹果股票可能会受益于 Mac 部门出色的收入增长，第二财季可能会达到 50%，甚至更多。</blockquote> <img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\">Figure 1: MacBook Pro 13\"<blockquote>图1：MacBook Pro 13英寸</blockquote> Industry-wide themes in PC<blockquote>PC 中的行业范围主题</blockquote> At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.<blockquote>在个人电脑行业层面，2021 年前三个月主要受益于 2020 年可比季度惨淡的销售。请记住，去年 1 月至 3 月标志着 COVID-19 危机的初始阶段，个人电脑销量起初一落千丈。</blockquote> It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:<blockquote>2021年第一季度个人电脑出货量可能会令人眼花缭乱，这是在较低的门槛下进行的。然而，公平地说，简单的比较并不能完全解释为什么最近的销售令人印象深刻。IDC 的研究经理详细阐述道：</blockquote> “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.” From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:<blockquote>“去年未满足的需求延续到了第一季度，大流行病带来的额外需求也继续推动销量增长。[此外，虽然没有反映在单位出货量中]，但市场仍在努力应对零部件短缺和物流问题等挫折，这些问题都导致了平均售价的上涨”。从调研公司提供的初步数据来看，以下是我们对Q1电脑销量的其他了解：</blockquote> <ul> <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li> <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li> <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li> </ul> How Apple stock could benefit<blockquote><ul><li>联想继续引领行业，拥有24%至25%的市场份额，紧随其后的是基于Windows的同行惠普和戴尔；</li><li>尽管在市场上占据第三的位置，戴尔可能是第一季度设备出货量的相对输家；</li><li>苹果仍然是个人电脑领域的第四名，尽管其市场份额似乎至少增加了一个百分点，达到8%。</li></ul>苹果股票如何受益</blockquote> The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.<blockquote>Mac 仅占苹果 2020 财年总收入的 10%，在更加正常化的 2019 财年，这一比例甚至更低。因此，公平地说，PC 销量在决定苹果股价方面可能没有 iPhone 那么重要。</blockquote> However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.<blockquote>然而，Mac这次可能表现得异常出色。就收入增长而言，我相信第二财季可能是该领域过去十年中最好的季度，至少是这样。见下图。</blockquote> <img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\">Figure 2: Mac revenue growth since fiscal 2019.<blockquote>图2：自2019财年以来Mac收入增长。</blockquote> Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.<blockquote>例如，如果 Mac 的增长达到我的上述预测，我估计仅该细分市场就能为整个公司的销售额带来约 6 个百分点的收入增长。这种表现可能会吸引投资者的注意力，并可能推动苹果股价走高。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2256,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/344184760"}