Akadken
2021-11-25
Keep & buy more
Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":874558362,"tweetId":"874558362","gmtCreate":1637804026150,"gmtModify":1637804026231,"author":{"id":4089155539472820,"idStr":"4089155539472820","authorId":4089155539472820,"authorIdStr":"4089155539472820","name":"Akadken","avatar":"https://static.tigerbbs.com/f9d2d75bd697950ef6eeae6a89bfb9f0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Keep & buy more</p></body></html>","htmlText":"<html><head></head><body><p>Keep & buy more</p></body></html>","text":"Keep & buy more","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874558362","repostId":1110509260,"repostType":2,"repost":{"id":"1110509260","kind":"news","pubTimestamp":1637798779,"share":"https://www.laohunote.com/m/news/1110509260?lang=zh_CN&edition=full","pubTime":"2021-11-25 08:06","market":"us","language":"en","title":"Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110509260","media":"TheStreet","summary":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.Figure 1: Apple's latest iPhone model, the iPho","content":"<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p><p><blockquote>一旦出现逆向观点，分析师开始同意iPhone将在假日季度的艰难竞争中表现出色。以下是投资者应该知道的。</blockquote></p><p> As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p><p><blockquote>随着苹果股价试图守住几天前创下的历史高点，投资者有更多理由保持乐观。事实证明，当前的 iPhone 周期至少与一些更乐观的分析师在 2019 年和 2020 年预测的一样强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果最新的iPhone型号，iPhone 13。</span></p></blockquote></p><p> Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p><p><blockquote>如今，这位苹果专家查看了更多来自华尔街的数据，表明 iPhone 可能会在 2021 年假日季度销量强劲。</blockquote></p><p> <b>iPhone: a contrarian view at first</b></p><p><blockquote><b>iPhone：起初持相反观点</b></blockquote></p><p> Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p><p><blockquote>很少有分析师敢对iPhone近期的销量做出大胆、乐观的预测。苹果在2020年日历上表现出色，尤其是在iPhone 12推出之后。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：F19 以来 iPhone 收入增长。</span></p></blockquote></p><p> One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p><p><blockquote>Wedbush 的丹-艾夫斯（Dan Ives）是少数几个反对严格竞争将导致 2021-2022 年增长乏善可陈的共识观点的人之一。在我们几个月前的谈话中，他说：</blockquote></p><p> “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.” Recently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。如果你看看这个周期，我们仍然有 25% 的用户在过去三年半的时间里没有升级过他们的 iPhone。[...] 在未来两三年内，在网络建成之前，5G 不会被完全普及”。最近，丹·艾夫斯呼吁在下个月结束的第一财季售出8000万部iPhone。我计算出，按照平均售价（ASP）估计为 900 美元（依赖于销售的高端设备的大量组合）计算，iPhone 的收入可能会比去年增长 10%，而去年的数据已经是苹果智能手机部门创纪录的一个季度业绩。</blockquote></p><p> <b>Slowly becoming consensus</b></p><p><blockquote><b>慢慢成为共识</b></blockquote></p><p> Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p><p><blockquote>现在，其他分析师开始认为iPhone会有不错的表现，甚至在短期内也是如此。摩根大通的萨米克-查特吉（Samik Chatterjee）认为，从现在到 180 美元的目标股价还有约 12% 的上涨空间，他认为大中华区的表现强劲。</blockquote></p><p> The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p><p><blockquote>这位分析师透露，10月份是iPhone在该国销售的一个伟大月份：出货量为1080万部，是自2014年以来最高的月份。查特吉先生认为，这一数字 “预示着该地区 iPhone 13 周期将有一个强劲的开端”，这表明中国将继续实现出色的收入增长。值得一提的是，苹果去年第一财季的营收增长了 57%。</blockquote></p><p> Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</p><p><blockquote>就连华尔街最悲观的人之一、新街的皮埃尔-费拉古（Pierre Ferragu）似乎也相信本季度 iPhone 的销量有上升的潜力。Henote 表示，iOS 在中国已从 Android 手中夺取了 2 个百分点的市场份额，尽管他仍然认为 AAPL 股价较当前水平有 40% 以上的下行风险。</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: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</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: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-25 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p><p><blockquote>一旦出现逆向观点，分析师开始同意iPhone将在假日季度的艰难竞争中表现出色。以下是投资者应该知道的。</blockquote></p><p> As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p><p><blockquote>随着苹果股价试图守住几天前创下的历史高点，投资者有更多理由保持乐观。事实证明，当前的 iPhone 周期至少与一些更乐观的分析师在 2019 年和 2020 年预测的一样强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果最新的iPhone型号，iPhone 13。</span></p></blockquote></p><p> Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p><p><blockquote>如今，这位苹果专家查看了更多来自华尔街的数据，表明 iPhone 可能会在 2021 年假日季度销量强劲。</blockquote></p><p> <b>iPhone: a contrarian view at first</b></p><p><blockquote><b>iPhone：起初持相反观点</b></blockquote></p><p> Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p><p><blockquote>很少有分析师敢对iPhone近期的销量做出大胆、乐观的预测。苹果在2020年日历上表现出色，尤其是在iPhone 12推出之后。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：F19 以来 iPhone 收入增长。</span></p></blockquote></p><p> One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p><p><blockquote>Wedbush 的丹-艾夫斯（Dan Ives）是少数几个反对严格竞争将导致 2021-2022 年增长乏善可陈的共识观点的人之一。在我们几个月前的谈话中，他说：</blockquote></p><p> “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.” Recently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。如果你看看这个周期，我们仍然有 25% 的用户在过去三年半的时间里没有升级过他们的 iPhone。[...] 在未来两三年内，在网络建成之前，5G 不会被完全普及”。最近，丹·艾夫斯呼吁在下个月结束的第一财季售出8000万部iPhone。我计算出，按照平均售价（ASP）估计为 900 美元（依赖于销售的高端设备的大量组合）计算，iPhone 的收入可能会比去年增长 10%，而去年的数据已经是苹果智能手机部门创纪录的一个季度业绩。</blockquote></p><p> <b>Slowly becoming consensus</b></p><p><blockquote><b>慢慢成为共识</b></blockquote></p><p> Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p><p><blockquote>现在，其他分析师开始认为iPhone会有不错的表现，甚至在短期内也是如此。摩根大通的萨米克-查特吉（Samik Chatterjee）认为，从现在到 180 美元的目标股价还有约 12% 的上涨空间，他认为大中华区的表现强劲。</blockquote></p><p> The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p><p><blockquote>这位分析师透露，10月份是iPhone在该国销售的一个伟大月份：出货量为1080万部，是自2014年以来最高的月份。查特吉先生认为，这一数字 “预示着该地区 iPhone 13 周期将有一个强劲的开端”，这表明中国将继续实现出色的收入增长。值得一提的是，苹果去年第一财季的营收增长了 57%。</blockquote></p><p> Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</p><p><blockquote>就连华尔街最悲观的人之一、新街的皮埃尔-费拉古（Pierre Ferragu）似乎也相信本季度 iPhone 的销量有上升的潜力。Henote 表示，iOS 在中国已从 Android 手中夺取了 2 个百分点的市场份额，尽管他仍然认为 AAPL 股价较当前水平有 40% 以上的下行风险。</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-iphone-strength-has-become-consensus\">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-iphone-strength-has-become-consensus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110509260","content_text":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.\nAs Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.\nFigure 1: Apple's latest iPhone model, the iPhone 13.\nToday, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.\niPhone: a contrarian view at first\nFew analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.\nFigure 2: iPhone revenue growth since F19.\nOne of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:\n\n “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”\n\nRecently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.\nSlowly becoming consensus\nNow, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.\nThe analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.\nEven one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3021,"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":12,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874558362"}
精彩评论