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2022-01-26
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Apple headed for more sales records despite supply-chain issues, but what lies ahead?<blockquote>尽管存在供应链问题，苹果仍将创下更多销售记录，但未来会怎样？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":639376240,"tweetId":"639376240","gmtCreate":1643184692803,"gmtModify":1643184693112,"author":{"id":3570776252336545,"idStr":"3570776252336545","authorId":3570776252336545,"authorIdStr":"3570776252336545","name":"KelvinChan","avatar":"https://static.tigerbbs.com/322f5dea7567e161ddef26aec462d83d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":27,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/639376240","repostId":2206858145,"repostType":4,"repost":{"id":"2206858145","kind":"highlight","pubTimestamp":1643175666,"share":"https://www.laohu8.com/m/news/2206858145?lang=zh_CN&edition=full","pubTime":"2022-01-26 13:41","market":"us","language":"en","title":"Apple headed for more sales records despite supply-chain issues, but what lies ahead?<blockquote>尽管存在供应链问题，苹果仍将创下更多销售记录，但未来会怎样？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2206858145","media":"MarketWatch","summary":"Apple earnings preview: Analysts expect iPhone maker will top holiday and calendar-year revenue reco","content":"<p><html><head></head><body>Apple earnings preview: Analysts expect iPhone maker will top holiday and calendar-year revenue records, but believe executives will again avoid a forecast as pandemic and manufacturing issues persist</p><p><blockquote><html><head></head><body>苹果盈利预览：分析师预计iPhone制造商将打破假期和日历年收入记录，但相信由于大流行和制造问题持续存在，高管们将再次避免做出预测</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8170eb681cfa4926736715a87ba7ac51\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The launch of the latest iPhone brought customers to Apple Inc.’s store on Fifth Ave. in New York in September 2021, and the smartphone manufacturer is expected to report record holiday sales Thursday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年9月，最新款iPhone的推出将顾客带到了苹果公司位于纽约第五大道的商店，预计这家智能手机制造商将在周四公布创纪录的假日销售额。</span></p></blockquote></p><p>Apple Inc. powered through a pandemic to deliver record holiday and annual sales in 2020, and is expected to push through a supply-chain crisis to beat those records in 2021.</p><p><blockquote>苹果公司克服了疫情，在2020年实现了创纪录的假期和年度销售额，预计将克服供应链危机，在2021年打破这些记录。</blockquote></p><p>The smartphone giant wasn't immune from a global supply crunch in the December quarter, but executives at Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> said three months ago that they expected sales to grow from last year's record despite those issues, despite not issuing a formal forecast. Analysts also generally aren't sweating the manufacturing issues that drove Apple to its first revenue miss in 12 quarters during the September period.</p><p><blockquote>这家智能手机巨头也未能幸免于12月份季度的全球供应紧缩，但苹果的高管们<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>三个月前表示，尽管存在这些问题，但他们预计销售额将比去年的记录增长，尽管没有发布正式预测。分析师们普遍也不担心制造问题，这些问题导致苹果在9月份出现了12个季度以来的首次营收下滑。</blockquote></p><p>When the company reports fiscal first-quarter earnings Thursday afternoon, analysts expect Apple's operational strength and buying power as the largest U.S. company will help it hit new sales records for a holiday season and calendar year. Those surveyed by FactSet are calling for $118.9 billion in December-quarter revenue, ahead of the $111.4 billion that Apple recorded a year earlier, which would lead to a record $373.3 billion in sales for the full calendar year, up from $294.1 billion in 2020.</p><p><blockquote>当该公司周四下午公布第一财季收益时，分析师预计苹果作为美国最大公司的运营实力和购买力将帮助其在假期和日历年创下新的销售记录。FactSet调查的受访者预计12月季度营收为1,189亿美元，高于苹果去年同期的1,114亿美元，这将导致全年销售额达到创纪录的3,733亿美元，高于2020年的2,941亿美元。</blockquote></p><p>While Apple is expected to survive supply-chain issues, investors will be looking for signs that Apple executives expect to see some relief in 2022, though few expect a formal forecast.</p><p><blockquote>虽然苹果预计将度过供应链问题，但投资者将寻找苹果高管预计在2022年看到一些缓解的迹象，尽管很少有人预计会有正式预测。</blockquote></p><p>"We expect a focus on any commentary supportive of a belief that the supply chain is improving, continued confidence in strong end-user demand across the portfolio, as well as services/subscriptions momentum," Wells Fargo analyst Aaron Rakers wrote.</p><p><blockquote>富国银行分析师Aaron Rakers写道：“我们预计，任何支持供应链正在改善、对整个投资组合强劲最终用户需求的持续信心以及服务/订阅势头的评论都将受到关注。”</blockquote></p><p>It remains to be seen how much good news on earnings could help Apple's stock, though. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty thinks that the company wasn't as negatively impacted by manufacturing issues as expected, which could allow it to deliver upbeat results and offer guidance for a "relatively in-line March quarter," but she believes that prospect is largely baked into Apple's stock price.</p><p><blockquote>不过，盈利方面的好消息对苹果的股价有多大帮助还有待观察。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师凯蒂·休伯蒂(Katy Huberty)认为，该公司并没有像预期的那样受到制造问题的负面影响，这可能使其能够提供乐观的业绩，并为“相对一致的三月份季度”提供指导，但她认为，这一前景在很大程度上已融入苹果的股价。</blockquote></p><p>As Apple chases its quarterly-sales record, it remains shy of a market-capitalization milestone. Its stock briefly touched the level required for a $3 trillion valuation in intraday trading earlier this month, but it failed to close at the necessary threshold and has been headed in the wrong direction since.</p><p><blockquote>在苹果追逐其季度销售记录的同时，它仍未达到市值里程碑。本月早些时候，其股价在盘中交易中短暂触及3万亿美元估值所需的水平，但未能收于必要的门槛，此后一直朝着错误的方向发展。</blockquote></p><p>Shares closed Monday at $161.62; they need to finish above $182.86 for Apple to become the first U.S. company to close with a $3 trillion valuation. That threshold will likely get higher after the earnings report, when Apple will show an updated share count reflective of recent buyback activity.</p><p><blockquote>周一股价收于161.62美元；苹果的股价需要突破182.86美元，才能成为第一家估值达到3万亿美元的美国公司。财报发布后，该门槛可能会更高，届时苹果将显示反映近期回购活动的最新股票数量。</blockquote></p><p><b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p><b>Earnings:</b> Analysts tracked by FactSet expect that Apple earned $1.89 a share in its fiscal first quarter, higher than the $1.68 a share that it recorded a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate was for $1.96 a share.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计，苹果第一财季每股收益为1.89美元，高于去年同期的每股1.68美元。根据Estimize的数据，平均估计为每股1.96美元。Estimize是对冲基金、学者和其他人的众包预测。</blockquote></p><p><b>Revenue:</b> The FactSet consensus models $118.9 billion in revenue for Apple's December quarter, up from $111.4 billion a year before. The average projection on Estimize is $120.4 billion.</p><p><blockquote><b>收入：</b>FactSet共识预测苹果12月季度的收入为1,189亿美元，高于去年同期的1,114亿美元。Estimize的平均预测为1204亿美元。</blockquote></p><p>Analysts surveyed by FactSet are looking for $67.6 billion in iPhone revenue, $8.2 billion in iPad revenue, $9.9 billion in Mac revenue, $18.7 billion in services revenue and $14.3 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>FactSet调查的分析师预计iPhone收入为676亿美元，iPad收入为82亿美元，Mac收入为99亿美元，服务收入为187亿美元，可穿戴设备、家居和配件类别的收入为143亿美元。</blockquote></p><p><b>Stock movement:</b> Shares of Apple have declined in the session following each of the company's past five earnings reports. While shares are off about 12% from their intraday high of $182.94 notched earlier in January, they're still up roughly 9% on a three-month basis, outperforming the Dow Jones Industrial Average and S&P 500.</p><p><blockquote><b>股票变动：</b>苹果过去五份财报发布后，该公司股价均出现下跌。尽管该股较1月初创下的盘中高点182.94美元下跌约12%，但三个月内仍上涨约9%，表现优于道琼斯工业平均指数和标普500。</blockquote></p><p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 34 have buy-equivalent ratings, eight have hold ratings and two have sell ratings, with an average price target of $178.57.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，34名给予买入评级，8名给予持有评级，2名给予卖出评级，平均目标价为178.57美元。</blockquote></p><p><b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p>Apple's iPhone story is about more than just the company's supply-chain issues. Just a few months after the company's iPhone 13 launch, analysts are curious about demand for the phones, especially at higher price points and in China.</p><p><blockquote>苹果的iPhone故事不仅仅是关于该公司的供应链问题。就在该公司推出iPhone 13几个月后，分析师们对这款手机的需求感到好奇，尤其是在较高价位和中国。</blockquote></p><p></p><p>Wedbush analyst Daniel Ives said that average selling prices for the iPhone are still "very positive," <a href=\"https://laohu8.com/S/AONE.U\">one</a> reason he's upbeat about the current product cycle.</p><p><blockquote>Wedbush分析师Daniel Ives表示，iPhone的平均售价仍然“非常乐观”。<a href=\"https://laohu8.com/S/AONE.U\">一</a>他对当前产品周期持乐观态度的原因。</blockquote></p><p>CFRA Research's Angelo Zino is particularly excited about dynamics in China. He expects that the company has been taking share at the high end of the market due to sanction-related pressures on rival Huawei. Apple could also be benefiting in China as smaller players struggle to deal with supply crunches of their own.</p><p><blockquote>CFRA Research的Angelo Zino对中国的动态尤其兴奋。他预计，由于竞争对手华为面临制裁相关压力，该公司一直在高端市场占据份额。苹果也可能在中国受益，因为规模较小的企业正在努力应对自己的供应紧缩。</blockquote></p><p>"We estimate in China alone there were roughly 15 million iPhone 13 upgrades in the December quarter," Ives added.</p><p><blockquote>艾夫斯补充道：“我们估计，仅在中国，12月份季度就有大约1500万部iPhone 13升级。”</blockquote></p><p>Success in the iPhone business might come with some trade-offs, however, according to Zino. He predicts that the company gave priority to the iPhone over the iPad when it came to chip production, since the iPhone represents a more lucrative business.</p><p><blockquote>然而，Zino表示，iPhone业务的成功可能会带来一些权衡。他预测，在芯片生产方面，该公司优先考虑iPhone而不是iPad，因为iPhone代表着更有利可图的业务。</blockquote></p><p>Apple Chief Financial Officer Luca Maestri projected during the last earnings call that the company would notch year-over-year revenue growth in every product category except for iPads in the holiday quarter.</p><p><blockquote>苹果首席财务官卢卡·马埃斯特里(Luca Maestri)在上次财报看涨期权上预计，该公司在假日季度除iPad外的所有产品类别的收入都将实现同比增长。</blockquote></p><p>Morgan Stanley's Huberty sees room for Apple to come in ahead of consensus estimates for the services business, fueled in part by a stronger-than-expected performance for the App Store. Overall, she thinks services will show "relative strength" this fiscal year in a positive signal for Apple's margins.</p><p><blockquote>Morgan Stanley的Huberty认为，苹果在服务业务的市场普遍预期之前还有空间，部分原因是App Store的表现强于预期。总体而言，她认为服务业将在本财年表现出“相对实力”，这对苹果的利润率来说是一个积极的信号。</blockquote></p><p>Meanwhile, those expecting a true quarterly outlook from Apple may have to keep waiting. The company hasn't given a traditional financial forecast since the start of the pandemic, and Huberty thinks that the company will once again hold off on providing a numerical range for revenue guidance, instead opting for statements on expected performance relative to recent quarters.</p><p><blockquote>与此同时，那些期待苹果公布真实季度前景的人可能不得不继续等待。自疫情爆发以来，该公司一直没有给出传统的财务预测，休伯蒂认为该公司将再次推迟提供收入指导的数字范围，而是选择就相对于最近几个季度的预期业绩发表声明。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","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 headed for more sales records despite supply-chain issues, but what lies ahead?<blockquote>尽管存在供应链问题，苹果仍将创下更多销售记录，但未来会怎样？</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; 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}\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 headed for more sales records despite supply-chain issues, but what lies ahead?<blockquote>尽管存在供应链问题，苹果仍将创下更多销售记录，但未来会怎样？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-01-26 13:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Apple earnings preview: Analysts expect iPhone maker will top holiday and calendar-year revenue records, but believe executives will again avoid a forecast as pandemic and manufacturing issues persist</p><p><blockquote><html><head></head><body>苹果盈利预览：分析师预计iPhone制造商将打破假期和日历年收入记录，但相信由于大流行和制造问题持续存在，高管们将再次避免做出预测</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8170eb681cfa4926736715a87ba7ac51\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The launch of the latest iPhone brought customers to Apple Inc.’s store on Fifth Ave. in New York in September 2021, and the smartphone manufacturer is expected to report record holiday sales Thursday.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年9月，最新款iPhone的推出将顾客带到了苹果公司位于纽约第五大道的商店，预计这家智能手机制造商将在周四公布创纪录的假日销售额。</span></p></blockquote></p><p>Apple Inc. powered through a pandemic to deliver record holiday and annual sales in 2020, and is expected to push through a supply-chain crisis to beat those records in 2021.</p><p><blockquote>苹果公司克服了疫情，在2020年实现了创纪录的假期和年度销售额，预计将克服供应链危机，在2021年打破这些记录。</blockquote></p><p>The smartphone giant wasn't immune from a global supply crunch in the December quarter, but executives at Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> said three months ago that they expected sales to grow from last year's record despite those issues, despite not issuing a formal forecast. Analysts also generally aren't sweating the manufacturing issues that drove Apple to its first revenue miss in 12 quarters during the September period.</p><p><blockquote>这家智能手机巨头也未能幸免于12月份季度的全球供应紧缩，但苹果的高管们<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>三个月前表示，尽管存在这些问题，但他们预计销售额将比去年的记录增长，尽管没有发布正式预测。分析师们普遍也不担心制造问题，这些问题导致苹果在9月份出现了12个季度以来的首次营收下滑。</blockquote></p><p>When the company reports fiscal first-quarter earnings Thursday afternoon, analysts expect Apple's operational strength and buying power as the largest U.S. company will help it hit new sales records for a holiday season and calendar year. Those surveyed by FactSet are calling for $118.9 billion in December-quarter revenue, ahead of the $111.4 billion that Apple recorded a year earlier, which would lead to a record $373.3 billion in sales for the full calendar year, up from $294.1 billion in 2020.</p><p><blockquote>当该公司周四下午公布第一财季收益时，分析师预计苹果作为美国最大公司的运营实力和购买力将帮助其在假期和日历年创下新的销售记录。FactSet调查的受访者预计12月季度营收为1,189亿美元，高于苹果去年同期的1,114亿美元，这将导致全年销售额达到创纪录的3,733亿美元，高于2020年的2,941亿美元。</blockquote></p><p>While Apple is expected to survive supply-chain issues, investors will be looking for signs that Apple executives expect to see some relief in 2022, though few expect a formal forecast.</p><p><blockquote>虽然苹果预计将度过供应链问题，但投资者将寻找苹果高管预计在2022年看到一些缓解的迹象，尽管很少有人预计会有正式预测。</blockquote></p><p>"We expect a focus on any commentary supportive of a belief that the supply chain is improving, continued confidence in strong end-user demand across the portfolio, as well as services/subscriptions momentum," Wells Fargo analyst Aaron Rakers wrote.</p><p><blockquote>富国银行分析师Aaron Rakers写道：“我们预计，任何支持供应链正在改善、对整个投资组合强劲最终用户需求的持续信心以及服务/订阅势头的评论都将受到关注。”</blockquote></p><p>It remains to be seen how much good news on earnings could help Apple's stock, though. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty thinks that the company wasn't as negatively impacted by manufacturing issues as expected, which could allow it to deliver upbeat results and offer guidance for a "relatively in-line March quarter," but she believes that prospect is largely baked into Apple's stock price.</p><p><blockquote>不过，盈利方面的好消息对苹果的股价有多大帮助还有待观察。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师凯蒂·休伯蒂(Katy Huberty)认为，该公司并没有像预期的那样受到制造问题的负面影响，这可能使其能够提供乐观的业绩，并为“相对一致的三月份季度”提供指导，但她认为，这一前景在很大程度上已融入苹果的股价。</blockquote></p><p>As Apple chases its quarterly-sales record, it remains shy of a market-capitalization milestone. Its stock briefly touched the level required for a $3 trillion valuation in intraday trading earlier this month, but it failed to close at the necessary threshold and has been headed in the wrong direction since.</p><p><blockquote>在苹果追逐其季度销售记录的同时，它仍未达到市值里程碑。本月早些时候，其股价在盘中交易中短暂触及3万亿美元估值所需的水平，但未能收于必要的门槛，此后一直朝着错误的方向发展。</blockquote></p><p>Shares closed Monday at $161.62; they need to finish above $182.86 for Apple to become the first U.S. company to close with a $3 trillion valuation. That threshold will likely get higher after the earnings report, when Apple will show an updated share count reflective of recent buyback activity.</p><p><blockquote>周一股价收于161.62美元；苹果的股价需要突破182.86美元，才能成为第一家估值达到3万亿美元的美国公司。财报发布后，该门槛可能会更高，届时苹果将显示反映近期回购活动的最新股票数量。</blockquote></p><p><b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p><b>Earnings:</b> Analysts tracked by FactSet expect that Apple earned $1.89 a share in its fiscal first quarter, higher than the $1.68 a share that it recorded a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate was for $1.96 a share.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计，苹果第一财季每股收益为1.89美元，高于去年同期的每股1.68美元。根据Estimize的数据，平均估计为每股1.96美元。Estimize是对冲基金、学者和其他人的众包预测。</blockquote></p><p><b>Revenue:</b> The FactSet consensus models $118.9 billion in revenue for Apple's December quarter, up from $111.4 billion a year before. The average projection on Estimize is $120.4 billion.</p><p><blockquote><b>收入：</b>FactSet共识预测苹果12月季度的收入为1,189亿美元，高于去年同期的1,114亿美元。Estimize的平均预测为1204亿美元。</blockquote></p><p>Analysts surveyed by FactSet are looking for $67.6 billion in iPhone revenue, $8.2 billion in iPad revenue, $9.9 billion in Mac revenue, $18.7 billion in services revenue and $14.3 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>FactSet调查的分析师预计iPhone收入为676亿美元，iPad收入为82亿美元，Mac收入为99亿美元，服务收入为187亿美元，可穿戴设备、家居和配件类别的收入为143亿美元。</blockquote></p><p><b>Stock movement:</b> Shares of Apple have declined in the session following each of the company's past five earnings reports. While shares are off about 12% from their intraday high of $182.94 notched earlier in January, they're still up roughly 9% on a three-month basis, outperforming the Dow Jones Industrial Average and S&P 500.</p><p><blockquote><b>股票变动：</b>苹果过去五份财报发布后，该公司股价均出现下跌。尽管该股较1月初创下的盘中高点182.94美元下跌约12%，但三个月内仍上涨约9%，表现优于道琼斯工业平均指数和标普500。</blockquote></p><p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 34 have buy-equivalent ratings, eight have hold ratings and two have sell ratings, with an average price target of $178.57.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，34名给予买入评级，8名给予持有评级，2名给予卖出评级，平均目标价为178.57美元。</blockquote></p><p><b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p>Apple's iPhone story is about more than just the company's supply-chain issues. Just a few months after the company's iPhone 13 launch, analysts are curious about demand for the phones, especially at higher price points and in China.</p><p><blockquote>苹果的iPhone故事不仅仅是关于该公司的供应链问题。就在该公司推出iPhone 13几个月后，分析师们对这款手机的需求感到好奇，尤其是在较高价位和中国。</blockquote></p><p></p><p>Wedbush analyst Daniel Ives said that average selling prices for the iPhone are still "very positive," <a href=\"https://laohu8.com/S/AONE.U\">one</a> reason he's upbeat about the current product cycle.</p><p><blockquote>Wedbush分析师Daniel Ives表示，iPhone的平均售价仍然“非常乐观”。<a href=\"https://laohu8.com/S/AONE.U\">一</a>他对当前产品周期持乐观态度的原因。</blockquote></p><p>CFRA Research's Angelo Zino is particularly excited about dynamics in China. He expects that the company has been taking share at the high end of the market due to sanction-related pressures on rival Huawei. Apple could also be benefiting in China as smaller players struggle to deal with supply crunches of their own.</p><p><blockquote>CFRA Research的Angelo Zino对中国的动态尤其兴奋。他预计，由于竞争对手华为面临制裁相关压力，该公司一直在高端市场占据份额。苹果也可能在中国受益，因为规模较小的企业正在努力应对自己的供应紧缩。</blockquote></p><p>"We estimate in China alone there were roughly 15 million iPhone 13 upgrades in the December quarter," Ives added.</p><p><blockquote>艾夫斯补充道：“我们估计，仅在中国，12月份季度就有大约1500万部iPhone 13升级。”</blockquote></p><p>Success in the iPhone business might come with some trade-offs, however, according to Zino. He predicts that the company gave priority to the iPhone over the iPad when it came to chip production, since the iPhone represents a more lucrative business.</p><p><blockquote>然而，Zino表示，iPhone业务的成功可能会带来一些权衡。他预测，在芯片生产方面，该公司优先考虑iPhone而不是iPad，因为iPhone代表着更有利可图的业务。</blockquote></p><p>Apple Chief Financial Officer Luca Maestri projected during the last earnings call that the company would notch year-over-year revenue growth in every product category except for iPads in the holiday quarter.</p><p><blockquote>苹果首席财务官卢卡·马埃斯特里(Luca Maestri)在上次财报看涨期权上预计，该公司在假日季度除iPad外的所有产品类别的收入都将实现同比增长。</blockquote></p><p>Morgan Stanley's Huberty sees room for Apple to come in ahead of consensus estimates for the services business, fueled in part by a stronger-than-expected performance for the App Store. Overall, she thinks services will show "relative strength" this fiscal year in a positive signal for Apple's margins.</p><p><blockquote>Morgan Stanley的Huberty认为，苹果在服务业务的市场普遍预期之前还有空间，部分原因是App Store的表现强于预期。总体而言，她认为服务业将在本财年表现出“相对实力”，这对苹果的利润率来说是一个积极的信号。</blockquote></p><p>Meanwhile, those expecting a true quarterly outlook from Apple may have to keep waiting. The company hasn't given a traditional financial forecast since the start of the pandemic, and Huberty thinks that the company will once again hold off on providing a numerical range for revenue guidance, instead opting for statements on expected performance relative to recent quarters.</p><p><blockquote>与此同时，那些期待苹果公布真实季度前景的人可能不得不继续等待。自疫情爆发以来，该公司一直没有给出传统的财务预测，休伯蒂认为该公司将再次推迟提供收入指导的数字范围，而是选择就相对于最近几个季度的预期业绩发表声明。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-headed-for-more-sales-records-despite-supply-chain-issues-but-what-lies-ahead-11643134408?mod=home-page\">MarketWatch</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":{},"source_url":"https://www.marketwatch.com/story/apple-headed-for-more-sales-records-despite-supply-chain-issues-but-what-lies-ahead-11643134408?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206858145","content_text":"Apple earnings preview: Analysts expect iPhone maker will top holiday and calendar-year revenue records, but believe executives will again avoid a forecast as pandemic and manufacturing issues persistThe launch of the latest iPhone brought customers to Apple Inc.’s store on Fifth Ave. in New York in September 2021, and the smartphone manufacturer is expected to report record holiday sales Thursday.Apple Inc. powered through a pandemic to deliver record holiday and annual sales in 2020, and is expected to push through a supply-chain crisis to beat those records in 2021.The smartphone giant wasn't immune from a global supply crunch in the December quarter, but executives at Apple $(AAPL)$ said three months ago that they expected sales to grow from last year's record despite those issues, despite not issuing a formal forecast. Analysts also generally aren't sweating the manufacturing issues that drove Apple to its first revenue miss in 12 quarters during the September period.When the company reports fiscal first-quarter earnings Thursday afternoon, analysts expect Apple's operational strength and buying power as the largest U.S. company will help it hit new sales records for a holiday season and calendar year. Those surveyed by FactSet are calling for $118.9 billion in December-quarter revenue, ahead of the $111.4 billion that Apple recorded a year earlier, which would lead to a record $373.3 billion in sales for the full calendar year, up from $294.1 billion in 2020.While Apple is expected to survive supply-chain issues, investors will be looking for signs that Apple executives expect to see some relief in 2022, though few expect a formal forecast.\"We expect a focus on any commentary supportive of a belief that the supply chain is improving, continued confidence in strong end-user demand across the portfolio, as well as services/subscriptions momentum,\" Wells Fargo analyst Aaron Rakers wrote.It remains to be seen how much good news on earnings could help Apple's stock, though. Morgan Stanley analyst Katy Huberty thinks that the company wasn't as negatively impacted by manufacturing issues as expected, which could allow it to deliver upbeat results and offer guidance for a \"relatively in-line March quarter,\" but she believes that prospect is largely baked into Apple's stock price.As Apple chases its quarterly-sales record, it remains shy of a market-capitalization milestone. Its stock briefly touched the level required for a $3 trillion valuation in intraday trading earlier this month, but it failed to close at the necessary threshold and has been headed in the wrong direction since.Shares closed Monday at $161.62; they need to finish above $182.86 for Apple to become the first U.S. company to close with a $3 trillion valuation. That threshold will likely get higher after the earnings report, when Apple will show an updated share count reflective of recent buyback activity.What to watch forEarnings: Analysts tracked by FactSet expect that Apple earned $1.89 a share in its fiscal first quarter, higher than the $1.68 a share that it recorded a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate was for $1.96 a share.Revenue: The FactSet consensus models $118.9 billion in revenue for Apple's December quarter, up from $111.4 billion a year before. The average projection on Estimize is $120.4 billion.Analysts surveyed by FactSet are looking for $67.6 billion in iPhone revenue, $8.2 billion in iPad revenue, $9.9 billion in Mac revenue, $18.7 billion in services revenue and $14.3 billion in revenue for the wearables, home, and accessories category.Stock movement: Shares of Apple have declined in the session following each of the company's past five earnings reports. While shares are off about 12% from their intraday high of $182.94 notched earlier in January, they're still up roughly 9% on a three-month basis, outperforming the Dow Jones Industrial Average and S&P 500.Of the 44 analysts tracked by FactSet who cover Apple's stock, 34 have buy-equivalent ratings, eight have hold ratings and two have sell ratings, with an average price target of $178.57.What analysts are sayingApple's iPhone story is about more than just the company's supply-chain issues. Just a few months after the company's iPhone 13 launch, analysts are curious about demand for the phones, especially at higher price points and in China.Wedbush analyst Daniel Ives said that average selling prices for the iPhone are still \"very positive,\" one reason he's upbeat about the current product cycle.CFRA Research's Angelo Zino is particularly excited about dynamics in China. He expects that the company has been taking share at the high end of the market due to sanction-related pressures on rival Huawei. Apple could also be benefiting in China as smaller players struggle to deal with supply crunches of their own.\"We estimate in China alone there were roughly 15 million iPhone 13 upgrades in the December quarter,\" Ives added.Success in the iPhone business might come with some trade-offs, however, according to Zino. He predicts that the company gave priority to the iPhone over the iPad when it came to chip production, since the iPhone represents a more lucrative business.Apple Chief Financial Officer Luca Maestri projected during the last earnings call that the company would notch year-over-year revenue growth in every product category except for iPads in the holiday quarter.Morgan Stanley's Huberty sees room for Apple to come in ahead of consensus estimates for the services business, fueled in part by a stronger-than-expected performance for the App Store. Overall, she thinks services will show \"relative strength\" this fiscal year in a positive signal for Apple's margins.Meanwhile, those expecting a true quarterly outlook from Apple may have to keep waiting. The company hasn't given a traditional financial forecast since the start of the pandemic, and Huberty thinks that the company will once again hold off on providing a numerical range for revenue guidance, instead opting for statements on expected performance relative to recent quarters.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3237,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/639376240"}
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