Dazhu
2021-10-29
Will go up again
Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致 iPhone 派对崩溃的苹果供应链是“暂时的”，并将抛售视为“黄金买入机会”</blockquote>
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(NASDAQ: AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.","content":"<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克股票代码：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush 分析师 Daniel Ives 维持跑赢大盘评级和 185 美元目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>随着“供应链乌云”影响各个领域，艾夫斯表示，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是 iPhone 的收入）产生了约 60 亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>包括关键服务部门在内的所有其他产品类别都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链破坏了本季度的 iPhone 13 派对，并将成为 12 月份季度的一个悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会以任何方式影响他对苹果 2022 年市值达到 3 万亿美元的长期看涨看法。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>这位分析师表示，全球总体需求一直强劲。他补充说，如果消费者需求继续以这种速度增长，苹果将在假日期间面临 iPhone 13 的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>韦德布什认为任何抛售都是黄金买入机会，因为它对苹果 2022 年的需求情况持乐观态度。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，至147.19美元。</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>Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致 iPhone 派对崩溃的苹果供应链是“暂时的”，并将抛售视为“黄金买入机会”</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\">\nAnalyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致 iPhone 派对崩溃的苹果供应链是“暂时的”，并将抛售视为“黄金买入机会”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-29 06:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克股票代码：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush 分析师 Daniel Ives 维持跑赢大盘评级和 185 美元目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>随着“供应链乌云”影响各个领域，艾夫斯表示，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是 iPhone 的收入）产生了约 60 亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>包括关键服务部门在内的所有其他产品类别都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链破坏了本季度的 iPhone 13 派对，并将成为 12 月份季度的一个悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会以任何方式影响他对苹果 2022 年市值达到 3 万亿美元的长期看涨看法。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>这位分析师表示，全球总体需求一直强劲。他补充说，如果消费者需求继续以这种速度增长，苹果将在假日期间面临 iPhone 13 的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>韦德布什认为任何抛售都是黄金买入机会，因为它对苹果 2022 年的需求情况持乐观态度。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，至147.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179291720","content_text":"Apple, Inc. (NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.\nThe Apple Analyst: Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.\nThe Apple Thesis: Apple's fourth-quarter revenues of $83.4 billion missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.\nWith the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.\nEvery other product category, including the key Services segment, came in ahead of Wedbush's expectations.\n\"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.\nThe analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.\nOverall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.\nWedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.\nAAPL Price Action: In after-hours trading, Apple shares fell 3.53% to $147.19.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1496,"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":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/857311697"}
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