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2021-04-20
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Apple Earnings Preview: Smashing Quarter For The iPhone<blockquote>苹果盈利预览：iPhone 季度业绩惊人</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":371312111,"tweetId":"371312111","gmtCreate":1618910586333,"gmtModify":1634289975694,"author":{"id":3573940420673790,"idStr":"3573940420673790","authorId":3573940420673790,"authorIdStr":"3573940420673790","name":"Zyl13","avatar":"https://static.tigerbbs.com/abc0f03108ec1f9a9c459181df989db8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Buy</p></body></html>","htmlText":"<html><head></head><body><p>Buy</p></body></html>","text":"Buy","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/371312111","repostId":1196760355,"repostType":2,"repost":{"id":"1196760355","kind":"news","pubTimestamp":1618902002,"share":"https://www.laohu8.com/m/news/1196760355?lang=zh_CN&edition=full","pubTime":"2021-04-20 15:00","market":"us","language":"en","title":"Apple Earnings Preview: Smashing Quarter For The iPhone<blockquote>苹果盈利预览：iPhone 季度业绩惊人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196760355","media":"TheStreet","summary":"The Apple Maven’s pre-earnings coverage continues. Below is a discussion of how the iPhone, the larg","content":"<p>The Apple Maven’s pre-earnings coverage continues. Below is a discussion of how the iPhone, the largest of Apple’s segment, will likely outperform in fiscal second quarter.</p><p><blockquote>苹果专家的财报前报道仍在继续。下面讨论的是苹果最大的细分市场 iPhone 在第二财季的表现如何。</blockquote></p><p>The Apple Maven moves on with its coverage of the current quarterly earnings reporting season. Here are a few of the preview articles published so far:</p><p><blockquote>这位苹果专家继续报道当前的季度财报季。以下是迄今为止发表的一些预览文章：</blockquote></p><p><ul><li>Mark your calendars for April 28, after the closing bell. The Apple Maven will review Apple earnings report and conference call via live blog, starting at 4 p.m. EST;</li><li>Wall Street analyst estimates are through the roof: a year-over-year increase in revenues and earnings per share of 32% and 53%, respectively;</li><li>The Mac is shaping up to be the most successful segment in the quarter. I see Apple’s PC sales rising by an astounding 50% or more over easy 2020 comps;</li><li>The iPad will face an uphill battle: tablet sales across the industry are expected to fall double digits this quarter. I believe that Apple will do better than average, however.</li><li>In the last several years, Apple stock gained three times morein the two weeks following earnings day than during other, non-earnings related weeks.</li></ul>As I continue to dive deeper into Apple’s fiscal second quarter numbers by segment, I turn my attention to the iPhone today.</p><p><blockquote><ul><li>在你的日历上标记4月28日收盘后。这位苹果专家将从美国东部时间下午 4 点开始，通过直播博客回顾苹果的收益报告和电话会议；</li><li>华尔街分析师的预测已经达到顶峰：收入和每股收益分别同比增长 32% 和 53%；</li><li>Mac 有望成为本季度最成功的细分市场。我认为苹果的个人电脑销量比 2020 年的 easy comps 增长了 50% 或更多；</li><li>iPad将面临一场艰苦的战斗：整个行业的平板电脑销量预计将在本季度下降两位数。然而，我相信苹果会比平均水平做得更好。</li><li>在过去几年中，苹果股票在财报日后的两周内的涨幅是其他非财报相关周的三倍。</li></ul>在我继续按细分市场深入研究苹果第二财季的数据时，我今天将注意力转向了 iPhone。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a969d65f8683b4e0266088aefd59b13\" tg-width=\"970\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone lineup.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone阵容。</span></p></blockquote></p><p><b>iPhone: easy comps, solid lineup</b></p><p><blockquote><b>iPhone：简单的比较，坚实的阵容</b></blockquote></p><p>The iPhone, not unlike much of the rest of the Cupertino company, will face easy comps this time – the comparable period in a COVID-19 pandemic-stricken 2020 saw revenues land flat, the worst top-line performance since early 2019. This is a good start for fiscal second quarter results.</p><p><blockquote>与库比蒂诺公司的其他大部分产品不同，iPhone这次将面临轻松的竞争——在受新冠肺炎疫情影响的2020年的可比时期，收入持平，这是自2019年初以来最差的营收表现。这是第二财季业绩的良好开端。</blockquote></p><p>Beyond comps, at least one research company expects Apple and other China-based device makers to stand out in the three-month period. Total smartphone shipments are projected to grow by an impressive 50%, with Apple claiming an unusual top vendor status over the past half year.</p><p><blockquote>除了 comps 之外，至少有一家研究公司预计苹果和其他中国设备制造商将在三个月内脱颖而出。智能手机总出货量预计将增长 50%，令人印象深刻，苹果在过去六个月中占据了不同寻常的顶级供应商地位。</blockquote></p><p>The graph below shows revenue growth for the iPhone over the past nine quarters. The upward trend is clear, and seems to be at least partly explained by the success of the most recent device launches:</p><p><blockquote>下图显示了过去九个季度iPhone的收入增长情况。上升趋势很明显，最近几款设备的成功似乎至少可以部分解释为：</blockquote></p><p><ul><li>The iPhone XS and XR fell short of expectations in 2019 (red dot number 1), after the previous year’s iPhone X seems to have accelerated the upgrade cycle;</li><li>The iPhone 11 marked a recovery in 2020 smartphone sales (red dot number 2), but the rebound was quickly squashed by the COVID-19 crisis;</li><li>The second generation of the iPhone SE was a successful midcycle launch (red dot number 3) that helped to jump-start revenues during the pandemic year, even if momentarily;</li><li>The iPhone 12 captured much of the pent-up demand in the first fiscal year of 2021 (red dot number 4), returning Apple to what seems to be a path of longer-lasting recovery.</li></ul><b>The Apple Maven’s take</b></p><p><blockquote><ul><li>iPhone XS 和 XR 在 2019 年未能达到预期（红点 1），而前一年的 iPhone X 似乎加快了升级周期；</li><li>iPhone 11标志着2020年智能手机销量的复苏（红点2号），但反弹很快被新冠肺炎危机压制；</li><li>第二代iPhone SE是一次成功的中期发布（红点编号3），有助于在疫情年增加收入，即使是暂时的；</li><li>iPhone 12 在 2021 年的第一个财年（红点编号 4）抓住了大部分被压抑的需求，使苹果重返似乎更持久的复苏之路。</li></ul><b>苹果专家的看法</b></blockquote></p><p>Apple seems to have a great lineup of iPhones, from the well-received 11 to the budget-oriented SE to the higher-end 5G models launched late last year.</p><p><blockquote>苹果似乎有一个很棒的iPhone阵容，从广受好评的11到面向预算的SE，再到去年年底推出的高端5G机型。</blockquote></p><p>In fiscal second quarter, the robust smartphone portfolio will meet a recovering consumer in the US, many of whom have recently received the third wave of fiscal stimulus from the government. It is hard to imagine the iPhone not performing well in the post-holiday quarter, especially against easy comps.</p><p><blockquote>在第二财季，强劲的智能手机产品组合将满足美国复苏的消费者，其中许多人最近获得了政府的第三波财政刺激。很难想象iPhone在假期后的季度表现不佳，尤其是在轻松竞争的情况下。</blockquote></p><p>Here are a few questions that remain to be answered:</p><p><blockquote>以下是一些有待回答的问题：</blockquote></p><p><ol><li>Will the higher-end models (i.e. 12 Pro and Pro Max) perform substantially better than the cheaper version (i.e. mini),as some suggest? If so, will ASP (average selling prices) and margins increase beyond expectations?</li><li>Will the global component shortage negatively impact sales in the quarter or revenue expectations for the remainder of 2021?</li></ol></p><p><blockquote><ol><li>高端型号（即12 Pro和Pro Max）会像一些人认为的那样，比便宜的版本（即mini）表现好得多吗？如果是这样，ASP（平均售价）和利润率是否会超出预期增长？</li><li>全球零部件短缺是否会对本季度的销售或 2021 年剩余时间的收入预期产生负面影响？</li></ol></blockquote></p><p></p>","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 Earnings Preview: Smashing Quarter For The iPhone<blockquote>苹果盈利预览：iPhone 季度业绩惊人</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 Earnings Preview: Smashing Quarter For The iPhone<blockquote>苹果盈利预览：iPhone 季度业绩惊人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-20 15:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven’s pre-earnings coverage continues. Below is a discussion of how the iPhone, the largest of Apple’s segment, will likely outperform in fiscal second quarter.</p><p><blockquote>苹果专家的财报前报道仍在继续。下面讨论的是苹果最大的细分市场 iPhone 在第二财季的表现如何。</blockquote></p><p>The Apple Maven moves on with its coverage of the current quarterly earnings reporting season. Here are a few of the preview articles published so far:</p><p><blockquote>这位苹果专家继续报道当前的季度财报季。以下是迄今为止发表的一些预览文章：</blockquote></p><p><ul><li>Mark your calendars for April 28, after the closing bell. The Apple Maven will review Apple earnings report and conference call via live blog, starting at 4 p.m. EST;</li><li>Wall Street analyst estimates are through the roof: a year-over-year increase in revenues and earnings per share of 32% and 53%, respectively;</li><li>The Mac is shaping up to be the most successful segment in the quarter. I see Apple’s PC sales rising by an astounding 50% or more over easy 2020 comps;</li><li>The iPad will face an uphill battle: tablet sales across the industry are expected to fall double digits this quarter. I believe that Apple will do better than average, however.</li><li>In the last several years, Apple stock gained three times morein the two weeks following earnings day than during other, non-earnings related weeks.</li></ul>As I continue to dive deeper into Apple’s fiscal second quarter numbers by segment, I turn my attention to the iPhone today.</p><p><blockquote><ul><li>在你的日历上标记4月28日收盘后。这位苹果专家将从美国东部时间下午 4 点开始，通过直播博客回顾苹果的收益报告和电话会议；</li><li>华尔街分析师的预测已经达到顶峰：收入和每股收益分别同比增长 32% 和 53%；</li><li>Mac 有望成为本季度最成功的细分市场。我认为苹果的个人电脑销量比 2020 年的 easy comps 增长了 50% 或更多；</li><li>iPad将面临一场艰苦的战斗：整个行业的平板电脑销量预计将在本季度下降两位数。然而，我相信苹果会比平均水平做得更好。</li><li>在过去几年中，苹果股票在财报日后的两周内的涨幅是其他非财报相关周的三倍。</li></ul>在我继续按细分市场深入研究苹果第二财季的数据时，我今天将注意力转向了 iPhone。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a969d65f8683b4e0266088aefd59b13\" tg-width=\"970\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone lineup.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的iPhone阵容。</span></p></blockquote></p><p><b>iPhone: easy comps, solid lineup</b></p><p><blockquote><b>iPhone：简单的比较，坚实的阵容</b></blockquote></p><p>The iPhone, not unlike much of the rest of the Cupertino company, will face easy comps this time – the comparable period in a COVID-19 pandemic-stricken 2020 saw revenues land flat, the worst top-line performance since early 2019. This is a good start for fiscal second quarter results.</p><p><blockquote>与库比蒂诺公司的其他大部分产品不同，iPhone这次将面临轻松的竞争——在受新冠肺炎疫情影响的2020年的可比时期，收入持平，这是自2019年初以来最差的营收表现。这是第二财季业绩的良好开端。</blockquote></p><p>Beyond comps, at least one research company expects Apple and other China-based device makers to stand out in the three-month period. Total smartphone shipments are projected to grow by an impressive 50%, with Apple claiming an unusual top vendor status over the past half year.</p><p><blockquote>除了 comps 之外，至少有一家研究公司预计苹果和其他中国设备制造商将在三个月内脱颖而出。智能手机总出货量预计将增长 50%，令人印象深刻，苹果在过去六个月中占据了不同寻常的顶级供应商地位。</blockquote></p><p>The graph below shows revenue growth for the iPhone over the past nine quarters. The upward trend is clear, and seems to be at least partly explained by the success of the most recent device launches:</p><p><blockquote>下图显示了过去九个季度iPhone的收入增长情况。上升趋势很明显，最近几款设备的成功似乎至少可以部分解释为：</blockquote></p><p><ul><li>The iPhone XS and XR fell short of expectations in 2019 (red dot number 1), after the previous year’s iPhone X seems to have accelerated the upgrade cycle;</li><li>The iPhone 11 marked a recovery in 2020 smartphone sales (red dot number 2), but the rebound was quickly squashed by the COVID-19 crisis;</li><li>The second generation of the iPhone SE was a successful midcycle launch (red dot number 3) that helped to jump-start revenues during the pandemic year, even if momentarily;</li><li>The iPhone 12 captured much of the pent-up demand in the first fiscal year of 2021 (red dot number 4), returning Apple to what seems to be a path of longer-lasting recovery.</li></ul><b>The Apple Maven’s take</b></p><p><blockquote><ul><li>iPhone XS 和 XR 在 2019 年未能达到预期（红点 1），而前一年的 iPhone X 似乎加快了升级周期；</li><li>iPhone 11标志着2020年智能手机销量的复苏（红点2号），但反弹很快被新冠肺炎危机压制；</li><li>第二代iPhone SE是一次成功的中期发布（红点编号3），有助于在疫情年增加收入，即使是暂时的；</li><li>iPhone 12 在 2021 年的第一个财年（红点编号 4）抓住了大部分被压抑的需求，使苹果重返似乎更持久的复苏之路。</li></ul><b>苹果专家的看法</b></blockquote></p><p>Apple seems to have a great lineup of iPhones, from the well-received 11 to the budget-oriented SE to the higher-end 5G models launched late last year.</p><p><blockquote>苹果似乎有一个很棒的iPhone阵容，从广受好评的11到面向预算的SE，再到去年年底推出的高端5G机型。</blockquote></p><p>In fiscal second quarter, the robust smartphone portfolio will meet a recovering consumer in the US, many of whom have recently received the third wave of fiscal stimulus from the government. It is hard to imagine the iPhone not performing well in the post-holiday quarter, especially against easy comps.</p><p><blockquote>在第二财季，强劲的智能手机产品组合将满足美国复苏的消费者，其中许多人最近获得了政府的第三波财政刺激。很难想象iPhone在假期后的季度表现不佳，尤其是在轻松竞争的情况下。</blockquote></p><p>Here are a few questions that remain to be answered:</p><p><blockquote>以下是一些有待回答的问题：</blockquote></p><p><ol><li>Will the higher-end models (i.e. 12 Pro and Pro Max) perform substantially better than the cheaper version (i.e. mini),as some suggest? If so, will ASP (average selling prices) and margins increase beyond expectations?</li><li>Will the global component shortage negatively impact sales in the quarter or revenue expectations for the remainder of 2021?</li></ol></p><p><blockquote><ol><li>高端型号（即12 Pro和Pro Max）会像一些人认为的那样，比便宜的版本（即mini）表现好得多吗？如果是这样，ASP（平均售价）和利润率是否会超出预期增长？</li><li>全球零部件短缺是否会对本季度的销售或 2021 年剩余时间的收入预期产生负面影响？</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-earnings-preview-smashing-quarter-for-the-iphone\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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/iphone/apple-earnings-preview-smashing-quarter-for-the-iphone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196760355","content_text":"The Apple Maven’s pre-earnings coverage continues. Below is a discussion of how the iPhone, the largest of Apple’s segment, will likely outperform in fiscal second quarter.The Apple Maven moves on with its coverage of the current quarterly earnings reporting season. Here are a few of the preview articles published so far:Mark your calendars for April 28, after the closing bell. The Apple Maven will review Apple earnings report and conference call via live blog, starting at 4 p.m. EST;Wall Street analyst estimates are through the roof: a year-over-year increase in revenues and earnings per share of 32% and 53%, respectively;The Mac is shaping up to be the most successful segment in the quarter. I see Apple’s PC sales rising by an astounding 50% or more over easy 2020 comps;The iPad will face an uphill battle: tablet sales across the industry are expected to fall double digits this quarter. I believe that Apple will do better than average, however.In the last several years, Apple stock gained three times morein the two weeks following earnings day than during other, non-earnings related weeks.As I continue to dive deeper into Apple’s fiscal second quarter numbers by segment, I turn my attention to the iPhone today.Figure 1: Apple's iPhone lineup.iPhone: easy comps, solid lineupThe iPhone, not unlike much of the rest of the Cupertino company, will face easy comps this time – the comparable period in a COVID-19 pandemic-stricken 2020 saw revenues land flat, the worst top-line performance since early 2019. This is a good start for fiscal second quarter results.Beyond comps, at least one research company expects Apple and other China-based device makers to stand out in the three-month period. Total smartphone shipments are projected to grow by an impressive 50%, with Apple claiming an unusual top vendor status over the past half year.The graph below shows revenue growth for the iPhone over the past nine quarters. The upward trend is clear, and seems to be at least partly explained by the success of the most recent device launches:The iPhone XS and XR fell short of expectations in 2019 (red dot number 1), after the previous year’s iPhone X seems to have accelerated the upgrade cycle;The iPhone 11 marked a recovery in 2020 smartphone sales (red dot number 2), but the rebound was quickly squashed by the COVID-19 crisis;The second generation of the iPhone SE was a successful midcycle launch (red dot number 3) that helped to jump-start revenues during the pandemic year, even if momentarily;The iPhone 12 captured much of the pent-up demand in the first fiscal year of 2021 (red dot number 4), returning Apple to what seems to be a path of longer-lasting recovery.The Apple Maven’s takeApple seems to have a great lineup of iPhones, from the well-received 11 to the budget-oriented SE to the higher-end 5G models launched late last year.In fiscal second quarter, the robust smartphone portfolio will meet a recovering consumer in the US, many of whom have recently received the third wave of fiscal stimulus from the government. It is hard to imagine the iPhone not performing well in the post-holiday quarter, especially against easy comps.Here are a few questions that remain to be answered:Will the higher-end models (i.e. 12 Pro and Pro Max) perform substantially better than the cheaper version (i.e. mini),as some suggest? If so, will ASP (average selling prices) and margins increase beyond expectations?Will the global component shortage negatively impact sales in the quarter or revenue expectations for the remainder of 2021?","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"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":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/371312111"}
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