KLF
2021-12-06
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Apple Stock: Slowing iPhone Demand Or Strong Quarter Ahead?<blockquote>苹果股票：iPhone需求放缓还是未来季度强劲？</blockquote>
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2021-12-06
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Here is how investors should approach this conundrum.</p><p><blockquote>有证据表明苹果假日季度销售将强劲，苹果股价因iPhone需求放缓的报道而下跌。以下是投资者应该如何解决这个难题。</blockquote></p><p> Apple stock investors have been scratching their heads. After shares endured the recent volatility in the stock market with flying colors, AAPL dipped on a day when the S&P 500 climbed strongly. The culprit: a Bloomberg report suggesting that iPhone demand could slow down through the rest of the holiday season.</p><p><blockquote>苹果股票投资者一直在挠头。在经历了近期股市的波动后，苹果公司在标普500强劲攀升的一天下跌。罪魁祸首：彭博的一份报告表明，iPhone的需求可能会在假期的剩余时间里放缓。</blockquote></p><p> Afterall, will Apple’s 2021 shopping season be strong,as many analysts have suggested recently? Or will the supply chain crisis cause the iPhone segment to hiccup? And what should investors do about it?</p><p><blockquote>毕竟，苹果2021年的购物季会像许多分析师最近暗示的那样强劲吗？还是供应链危机会导致iPhone细分市场打嗝？投资者应该对此做些什么？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ed8a6ea4a33d29dfca51bc0ce06a85b\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's new iPhone 13 model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果新款iPhone 13机型。</span></p></blockquote></p><p> <b>iPhone 13: conflicting information</b></p><p><blockquote><b>iPhone 13：相互矛盾的信息</b></blockquote></p><p> According to Bloomberg, Apple has communicated to its parts suppliers that demand for the iPhone 13 is expected to cool off. The device’s production target has allegedly been cut by around 10% from an initial goal of 90 million, and even this reduced figure may now be at risk.</p><p><blockquote>据彭博社报道，苹果已经与其零部件供应商沟通，预计iPhone 13的需求将降温。据称，该设备的生产目标已从最初的9000万个目标削减了约10%，甚至这一减少的数字现在也可能面临风险。</blockquote></p><p> The problem is the supply chain crisis that has increased lead times on the smartphone, causing more impatient consumers to postpone or even give up on their purchases for the holiday season. This is in line with Bernstein analyst Toni Sacconaghi’s observations that wait times for the iPhone 13 have indeed come down, but the higher-end models may still not be delivered for another few weeks.</p><p><blockquote>问题在于供应链危机增加了智能手机的交货时间，导致更多不耐烦的消费者推迟甚至放弃假期购物。这与Bernstein分析师Toni Sacconaghi的观察一致，即iPhone 13的等待时间确实有所下降，但更高端的机型可能仍要再过几周才能交付。</blockquote></p><p> The above is at odds with what other Wall Street analysts have been reporting lately. As recently as December 1, Wedbush’s Dan Ives upped his price target on Apple stock to a Street-high $200 per share,claiming the following:</p><p><blockquote>上述情况与其他华尔街分析师最近的报道不一致。就在12月1日，Wedbush的Dan Ives将苹果股票的目标价上调至每股200美元的华尔街高点，并声称：</blockquote></p><p> “Our iPhone 13 checks continue to be much stronger than expected with our belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season.” He elaborated further during a December 2 interview with CNBC. Dan Ives says that production cycles can ebb and flow, and that the reported slowdown in demand could be relative to Apple’s alleged decision to order up to 10 million more units going into the season — maybe an early strategy to anticipate the production and logistic challenges.</p><p><blockquote>“我们的iPhone 13检查继续远强于预期，我们相信苹果目前有望在假期期间售出超过4000万部iPhone。”他在12月2日接受CNBC采访时进一步阐述了这一点。Dan Ives表示，生产周期可能会潮起潮落，据报道的需求放缓可能与苹果据称决定在本季再订购多达1000万辆有关——这可能是预测生产和物流挑战的早期策略。</blockquote></p><p> <b>What should AAPL investors do?</b></p><p><blockquote><b>AAPL投资者应该做什么？</b></blockquote></p><p> Demand for the iPhone in the shopping season has now become a he said, she said story. Professional research teams tasked with projecting quarter-to-quarter sales may want to get to the bottom of this issue. But I believe long-term investors should shift the focus of the attention.</p><p><blockquote>购物季对iPhone的需求现在已经成为一个他说，她说的故事。负责预测季度销售额的专业研究团队可能希望弄清这个问题的真相。但我认为长期投资者应该转移注意力。</blockquote></p><p> The question of whether to own Apple stock over the long run, in my view, transcends the debate of how many iPhones Apple may sell in the next few weeks. Other factors like long-term growth driven by services and new technologies (think mixed reality and electric vehicles) along with stock valuations matter most, in my opinion.</p><p><blockquote>在我看来，是否长期持有苹果股票的问题超越了未来几周苹果可能销售多少部iPhone的争论。在我看来，其他因素，如服务和新技术（想想混合现实和电动汽车）推动的长期增长以及股票估值最重要。</blockquote></p><p> I maintain my convictions that AAPL deserves to be a top holding in most equity portfolios. That said,I have warned readers about the possibility of the stock underperforming the S&P 500 in the immediate future, following the vicious late November rally.</p><p><blockquote>我仍然坚信AAPL值得成为大多数股票投资组合中的顶级持股。也就是说，我已经警告读者，继11月底的恶性反弹之后，该股在不久的将来的表现可能会逊于标普500。</blockquote></p><p> Therefore, I would hold on to Apple, but only add to the position if shares shed some of their recently accumulated gains over the broad market index.</p><p><blockquote>因此，我会持有苹果，但只有在股价相对于大盘指数放弃近期积累的部分涨幅时，我才会增持头寸。</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 Stock: Slowing iPhone Demand Or Strong Quarter Ahead?<blockquote>苹果股票：iPhone需求放缓还是未来季度强劲？</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: Slowing iPhone Demand Or Strong Quarter Ahead?<blockquote>苹果股票：iPhone需求放缓还是未来季度强劲？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-06 20:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Following evidence that Apple would have a strong holiday quarter of sales, Apple stock dipped on reports of slowing demand for the iPhone. Here is how investors should approach this conundrum.</p><p><blockquote>有证据表明苹果假日季度销售将强劲，苹果股价因iPhone需求放缓的报道而下跌。以下是投资者应该如何解决这个难题。</blockquote></p><p> Apple stock investors have been scratching their heads. After shares endured the recent volatility in the stock market with flying colors, AAPL dipped on a day when the S&P 500 climbed strongly. The culprit: a Bloomberg report suggesting that iPhone demand could slow down through the rest of the holiday season.</p><p><blockquote>苹果股票投资者一直在挠头。在经历了近期股市的波动后，苹果公司在标普500强劲攀升的一天下跌。罪魁祸首：彭博的一份报告表明，iPhone的需求可能会在假期的剩余时间里放缓。</blockquote></p><p> Afterall, will Apple’s 2021 shopping season be strong,as many analysts have suggested recently? Or will the supply chain crisis cause the iPhone segment to hiccup? And what should investors do about it?</p><p><blockquote>毕竟，苹果2021年的购物季会像许多分析师最近暗示的那样强劲吗？还是供应链危机会导致iPhone细分市场打嗝？投资者应该对此做些什么？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ed8a6ea4a33d29dfca51bc0ce06a85b\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's new iPhone 13 model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果新款iPhone 13机型。</span></p></blockquote></p><p> <b>iPhone 13: conflicting information</b></p><p><blockquote><b>iPhone 13：相互矛盾的信息</b></blockquote></p><p> According to Bloomberg, Apple has communicated to its parts suppliers that demand for the iPhone 13 is expected to cool off. The device’s production target has allegedly been cut by around 10% from an initial goal of 90 million, and even this reduced figure may now be at risk.</p><p><blockquote>据彭博社报道，苹果已经与其零部件供应商沟通，预计iPhone 13的需求将降温。据称，该设备的生产目标已从最初的9000万个目标削减了约10%，甚至这一减少的数字现在也可能面临风险。</blockquote></p><p> The problem is the supply chain crisis that has increased lead times on the smartphone, causing more impatient consumers to postpone or even give up on their purchases for the holiday season. This is in line with Bernstein analyst Toni Sacconaghi’s observations that wait times for the iPhone 13 have indeed come down, but the higher-end models may still not be delivered for another few weeks.</p><p><blockquote>问题在于供应链危机增加了智能手机的交货时间，导致更多不耐烦的消费者推迟甚至放弃假期购物。这与Bernstein分析师Toni Sacconaghi的观察一致，即iPhone 13的等待时间确实有所下降，但更高端的机型可能仍要再过几周才能交付。</blockquote></p><p> The above is at odds with what other Wall Street analysts have been reporting lately. As recently as December 1, Wedbush’s Dan Ives upped his price target on Apple stock to a Street-high $200 per share,claiming the following:</p><p><blockquote>上述情况与其他华尔街分析师最近的报道不一致。就在12月1日，Wedbush的Dan Ives将苹果股票的目标价上调至每股200美元的华尔街高点，并声称：</blockquote></p><p> “Our iPhone 13 checks continue to be much stronger than expected with our belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season.” He elaborated further during a December 2 interview with CNBC. Dan Ives says that production cycles can ebb and flow, and that the reported slowdown in demand could be relative to Apple’s alleged decision to order up to 10 million more units going into the season — maybe an early strategy to anticipate the production and logistic challenges.</p><p><blockquote>“我们的iPhone 13检查继续远强于预期，我们相信苹果目前有望在假期期间售出超过4000万部iPhone。”他在12月2日接受CNBC采访时进一步阐述了这一点。Dan Ives表示，生产周期可能会潮起潮落，据报道的需求放缓可能与苹果据称决定在本季再订购多达1000万辆有关——这可能是预测生产和物流挑战的早期策略。</blockquote></p><p> <b>What should AAPL investors do?</b></p><p><blockquote><b>AAPL投资者应该做什么？</b></blockquote></p><p> Demand for the iPhone in the shopping season has now become a he said, she said story. Professional research teams tasked with projecting quarter-to-quarter sales may want to get to the bottom of this issue. But I believe long-term investors should shift the focus of the attention.</p><p><blockquote>购物季对iPhone的需求现在已经成为一个他说，她说的故事。负责预测季度销售额的专业研究团队可能希望弄清这个问题的真相。但我认为长期投资者应该转移注意力。</blockquote></p><p> The question of whether to own Apple stock over the long run, in my view, transcends the debate of how many iPhones Apple may sell in the next few weeks. Other factors like long-term growth driven by services and new technologies (think mixed reality and electric vehicles) along with stock valuations matter most, in my opinion.</p><p><blockquote>在我看来，是否长期持有苹果股票的问题超越了未来几周苹果可能销售多少部iPhone的争论。在我看来，其他因素，如服务和新技术（想想混合现实和电动汽车）推动的长期增长以及股票估值最重要。</blockquote></p><p> I maintain my convictions that AAPL deserves to be a top holding in most equity portfolios. That said,I have warned readers about the possibility of the stock underperforming the S&P 500 in the immediate future, following the vicious late November rally.</p><p><blockquote>我仍然坚信AAPL值得成为大多数股票投资组合中的顶级持股。也就是说，我已经警告读者，继11月底的恶性反弹之后，该股在不久的将来的表现可能会逊于标普500。</blockquote></p><p> Therefore, I would hold on to Apple, but only add to the position if shares shed some of their recently accumulated gains over the broad market index.</p><p><blockquote>因此，我会持有苹果，但只有在股价相对于大盘指数放弃近期积累的部分涨幅时，我才会增持头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-slowing-iphone-demand-or-strong-quarter-ahead\">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-stock-slowing-iphone-demand-or-strong-quarter-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191592715","content_text":"Following evidence that Apple would have a strong holiday quarter of sales, Apple stock dipped on reports of slowing demand for the iPhone. Here is how investors should approach this conundrum.\nApple stock investors have been scratching their heads. After shares endured the recent volatility in the stock market with flying colors, AAPL dipped on a day when the S&P 500 climbed strongly. The culprit: a Bloomberg report suggesting that iPhone demand could slow down through the rest of the holiday season.\nAfterall, will Apple’s 2021 shopping season be strong,as many analysts have suggested recently? Or will the supply chain crisis cause the iPhone segment to hiccup? And what should investors do about it?\nFigure 1: Apple's new iPhone 13 model.\niPhone 13: conflicting information\nAccording to Bloomberg, Apple has communicated to its parts suppliers that demand for the iPhone 13 is expected to cool off. The device’s production target has allegedly been cut by around 10% from an initial goal of 90 million, and even this reduced figure may now be at risk.\nThe problem is the supply chain crisis that has increased lead times on the smartphone, causing more impatient consumers to postpone or even give up on their purchases for the holiday season. This is in line with Bernstein analyst Toni Sacconaghi’s observations that wait times for the iPhone 13 have indeed come down, but the higher-end models may still not be delivered for another few weeks.\nThe above is at odds with what other Wall Street analysts have been reporting lately. As recently as December 1, Wedbush’s Dan Ives upped his price target on Apple stock to a Street-high $200 per share,claiming the following:\n\n “Our iPhone 13 checks continue to be much stronger than expected with our belief that Apple is now on pace to sell north of 40 million iPhones during the holiday season.”\n\nHe elaborated further during a December 2 interview with CNBC. Dan Ives says that production cycles can ebb and flow, and that the reported slowdown in demand could be relative to Apple’s alleged decision to order up to 10 million more units going into the season — maybe an early strategy to anticipate the production and logistic challenges.\nWhat should AAPL investors do?\nDemand for the iPhone in the shopping season has now become a he said, she said story. Professional research teams tasked with projecting quarter-to-quarter sales may want to get to the bottom of this issue. But I believe long-term investors should shift the focus of the attention.\nThe question of whether to own Apple stock over the long run, in my view, transcends the debate of how many iPhones Apple may sell in the next few weeks. Other factors like long-term growth driven by services and new technologies (think mixed reality and electric vehicles) along with stock valuations matter most, in my opinion.\nI maintain my convictions that AAPL deserves to be a top holding in most equity portfolios. That said,I have warned readers about the possibility of the stock underperforming the S&P 500 in the immediate future, following the vicious late November rally.\nTherefore, I would hold on to Apple, but only add to the position if shares shed some of their recently accumulated gains over the broad market index.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":357,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6869795,"commentId":"6869795","gmtCreate":1638793012631,"gmtModify":1638804252896,"authorId":3586729579943152,"author":{"id":3586729579943152,"idStr":"3586729579943152","authorId":3586729579943152,"name":"KLF","avatar":"https://static.tigerbbs.com/2fae2086471df858a825be369f606ecc","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":608729915,"objectIdStr":"608729915","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>oic</u>","text":"<u>oic</u>","html":"<u>oic</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608729915"}
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