天璇的个人主页 - 老虎社区

天璇

个人简介：时间会给你答案

IP属地：上海

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0勋章

2020-04-29

回购保股价

苹果财报前瞻：iPhone销售额面临下滑，还有哪些看点？

2020-04-29

破净就是牛

市场综述：恒指月涨7.42%，创一个半月新高

2020-04-13

一通操作和全仓纳斯达克指数差不多

2020-03-06

原油能抄底了吗

2020-03-04

震荡行情下，定投是最好的选择

2020-03-03

马后炮的就不要发了…

2019-05-05

开车要坐稳#一季度大复盘#

2017-12-05

认购和牛证太多了

$腾讯控股(00700)$ 涨的话机构要亏钱

认购和牛证太多了

2017-12-01

你可以起飞了

$腾讯控股(00700)$收割下空头吧

你可以起飞了

2017-12-01

看不到底，接盘的人太多了

$京东(JD)$这波行情看下来感觉还在半山腰

看不到底，接盘的人太多了

2017-12-01

看j线还有下跌的空间啊

$阿里巴巴(BABA)$再忍几天

看j线还有下跌的空间啊

2017-11-24

多少家长选择它就因为它是上市公司

$红黄蓝(RYB)$赶紧退市，股价1分钱都觉得多了

多少家长选择它就因为它是上市公司

2017-11-24

今天接盘的摸摸自己的良心好吗

$红黄蓝(RYB)$看过熔炉吗？这个有过之而无不及

今天接盘的摸摸自己的良心好吗

2017-11-24

每天发贴到你退市为止

$红黄蓝(RYB)$退市吧，渣滓

每天发贴到你退市为止

2017-11-23

感觉最近要回调了，但是也不想清仓，先纪念一下，感谢各只优质股

$阿里巴巴(BABA)$$腾讯控股(00700)$ $中国平安(02318)$ $吉利汽车(00175)$ $舜宇光学科技(02382)$ $网易(NTES)$ $Take-Two Interactive Software(TTWO)$ $苹果(AAPL)$ $英伟达(NVDA)$ 上次达到目标清仓了，后来看行情还行，调整了下仓位，破新高了，感觉最近要迎来一波回调，留个纪念先 #晒单有奖感恩有你#

感觉最近要回调了，但是也不想清仓，先纪念一下，感谢各只优质股

2017-11-17

居然这么快就达到了目标价

$网易(NTES)$有点快有点快

居然这么快就达到了目标价

2017-11-14

终于轮到吉利了～

$吉利汽车(00175)$这波到30

终于轮到吉利了～

2017-11-09

小腾讯起飞

$舜宇光学科技(02382)$拿了一个月，终于回本了，这波kdj线很稳健，拿到150

小腾讯起飞

2017-11-07

菜鸟今年的目标已经达到，清仓休息下

$网易(NTES)$$阿里巴巴(BABA)$ $腾讯控股(00700)$ $中国平安(02318)$ $百度(BIDU)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$ $Facebook(FB)$ 分散投资，运气还不错，这半年的收益已经达到目标，清仓一波，祝大家发财$好未来(TAL)$ $新东方(EDU)$

菜鸟今年的目标已经达到，清仓休息下

2017-11-06

目标价350

$网易(NTES)$双重利好，吃鸡手游霸榜+网易考拉拆分上市

去老虎APP查看更多动态

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17:07","market":"us","language":"zh","title":"苹果财报前瞻：iPhone销售额面临下滑，还有哪些看点？","url":"https://stock-news.laohu8.com/highlight/detail?id=1152917645","media":"老虎资讯综合","summary":"据悉，苹果将于美东时间4月30日盘后，即北京时间周五早间公布第二财季财报。接受FactSet调查的分析师普遍认为，苹果公司3季度（财务第二季度）收入为573亿美元（同比下降6％），GAAP每股收益为2","content":"<p><span>据悉，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>将于美东时间4月30日盘后，即北京时间周五早间公布第二财季财报。接受FactSet调查的分析师普遍认为，苹果公司3季度（财务第二季度）收入为573亿美元（同比下降6％），GAAP每股收益为2.45美元。</span></p><p>苹果在1月份发布的财报中指出，3月份季度收入在630亿美元至670亿美元之间。但是，该公司于2月17日宣布，由于中国COVID-19爆发对iPhone供应和中国需求的影响，预计不会达到该指导。从那时起，考虑到COVID-19对其他地方的影响，估算值被进一步降低。</p><p><span>截至今年第一季度，苹果公司的股价下跌了13.4％。道琼斯工业平均指数下跌了23％。</span></p><p><b><span>以下六点关注事项：</span></b></p><p><b>1、iPhone销售</b></p><p>种种迹象表明，全球智能手机销量目前正在下滑。尤其是Verizon和AT＆T等运营商报告称，三月份的封锁生效后，智能手机的销售大幅下滑，而台积电和德州仪器<span>等公司同样认为</span>智能手机芯片需求降低。</p><p><b>2. Mac和iPad销售</b></p><p>笔记本电脑的销量已经获得了提升，因为消费者和商家进行购买，以支持远程工作和学习活动。还有一些公司，包括苹果的芯片供应商报告说也看到了强劲的需求。</p><p>因此，Mac和iPad的销售预期可能会有上升的空间。市场普遍认为Mac的收入将下降5％，至52.6亿美元，iPad的收入将下降12％，至42.8亿美元。近期iPad的专业版和MacBook Air的应该提供一个升压至六月季度的销售额。</p><p><b>3.可穿戴销售</b></p><p>得益于Apple Watch的强劲增长以及（尤其是）AirPods的销售增长，苹果的可穿戴设备，家用及配件业务收入在12月季度增长了37％，达到100.1亿美元。蒂姆·库克（Tim Cook）补充说，涵盖Apple Watch，AirPods和Beats耳机的“可穿戴设备”销售额增长了44％。</p><p>3月份需求可能有所降温。尽管如此，由于预计AirPods需求仍将是主要的推动力，市场普遍认为可穿戴设备，家居及配件收入在三月份季度增长37％，达到70.5亿美元。</p><p><b>4.服务收入和统计数据</b></p><p>COVID-19锁定已导致数字内容消费量大幅增加。而这反过来可能会促进苹果的某些服务收入流，例如App Store交易以及Apple Music，Arcade和TV +订阅。</p><p>另一方面，最近几周，Apple Pay交易可能受到打击，并且（随着在线广告销售的下滑）Apple从谷歌<span>中</span>获得的搜索广告收入分成付款也有所下降。</p><p>市场普遍预期苹果服务部门第三季度收入将增长12％，至128.5亿美元。该公司通常会在电话会议中分享一些有关个别服务业务表现的统计数据。</p><p><b>5.关于产品发布时间的评论</b></p><p>《华尔街日报》周一报道称，苹果正在将其2020年秋季iPhone产品阵容的生产量推迟一个月，该公司可能就其对COVID的影响发表高级别的评论。</p><p><b>6.股票回购</b></p><p>在过去的两个月中，有不少公司暂停了股票回购计划。</p><p>苹果在其12月季度回购了价值200亿美元的股票。该公司的资产负债表，现金流量概况和信用评级为其提供了足够的回旋余地，以便在需要时继续回购股票。</p><p><b><span>市场预期：</span></b></p><p><b><span>营收：</span></b><span>苹果公司在1月28日发布业绩时预测其3季度季度营收将在630亿美元至670亿美元之间，这促使FactSet调查的分析师将其预期定为651亿美元。到第一季度末，在苹果公司取消该指导后，分析师预期为573亿美元。</span></p><p><span>对于整个财年，分析师预期第一季度末为2704.5亿美元，低于1月底预期的2738.8亿美元。</span></p><p><b><span>每股收益：</span></b><span>分析师对第一季度每股收益的预测为2.45美元，低于2月底预期的2.71美元和1月底预期的2.99美元。对于整个财年，一季度末分析师预期每股收益为12.83美元，低于1月底预期的13.80美元。</span></p><p><b><span>公司消息：</span></b></p><p><span>4月16日，首席执行官蒂姆·库克（Tim Cook）在为员工举行的视频会议上表示，公司正在为可以重新开设商店和办公室做准备，据称员工重返工作岗位时可能会受到温度检查和隔离规定的约束。他还表示，苹果将继续以“非常重要的方式”投资于开发。</span></p><p><span>4月14日：苹果在新闻发布中宣布了第二代iPhone SE。</span></p><p><span>4月5日：库克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>视频中表示，该公司希望每周为医务人员生产100万个面罩。苹果已经捐赠了超过2000万个口罩。</span></p><p><span>3月13日：苹果公司宣布将暂时关闭商店，同时承认总体情况仍然不稳定。该公司透露：“我们尚不确定何时会面临最大的风险。”</span></p><p><span>2月27日：库克在在接受福克斯演讲时说在农历新年假期延长后，亚洲的工厂正在提高产量。</span></p><p><span>2月17日：该公司警告说，COVID-19疫情“影响了我们在中国的产品需求”。苹果曾一度关闭了其在中国的所有门店，即使在中国开设了门店，消费者对中国的信心仍令人担忧。苹果还警告称，由于农历新年假期延长，产量下降速度低于预期，全球iPhone供应将暂时受到限制。苹果在发布会上透露：“iPhone供应短缺将暂时影响全球收入。”</span></p><p><b><span>分析师评级</span></b></p><p><b><span><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师亚伦·雷克斯（Aaron Rakers）在3月13日将苹果股票的目标价格上调至315美元，将其股票评级提高至“增持”</span></b></p><p><span>•“从供应的角度来看，我们看到来自中国积极的迹象，例如富士康报告称恢复劳动力产能的速度快于预期。”雷克斯认为投资者开始考虑将三月份季度营收预期将至 400亿美元左右的区间，比苹果最初的预期低约30％。</span></p><p><b><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>（<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>）的凯蒂·胡伯蒂（Katy Huberty）在3月16日给客户的报告中维持了增持评级，但其目标价格从368美元下调至328美元。</span></b></p><p><span>•苹果关闭商店时面临“负杠杆”的情况，因为在此期间，苹果仍将向零售员工支付薪水，并继续损失门店收入。</span></p><p><b><span><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>（Jefferies）分析师凯尔·麦克尼尔（Kyle McNealy）在3月17日的报告中维持买入评级，但将目标价格从370美元下调至320美元。</span></b></p><p><span>•“尽管我们下调目标价格，但我们认为，随着世界人口广泛隔离，人们越来越关注家庭活动，服务业有潜力抵消更大的压力。”苹果在3月中旬宣布关闭商店，冠状病毒影响的需求方不只是中国。”</span></p><p><b><span><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师蒂莫西·阿库里（Timothy Arcuri）在3月9日的报告中维持买入评级，但将其目标价从355美元下调至335美元。</span></b></p><p><span>•“供不应求的挑战已被广泛的全球需求关注所取代，”“如果这种情况持续到6月，则苹果有可能不得不推迟今年秋天推出5G iPhone。”</span></p><p><b><span>Wedbush分析师Daniel Ives在3月29日的报告中维持优于大盘评级，目标价335美元</span></b></p><p><span>•苹果可能会进入“有史以来最重要的iPhone升级产品周期之一”，因此“需求可能会有所减少，但不会受到重大破坏”。他预计，苹果5G iPhone的发布可能会从9月推迟到假期前后。</span></p><p><b><span><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师萨米克·查特吉（Samik Chatterjee）4月8日将苹果的目标价格从350美元下调至335美元</span></b></p><p><span>•“由于关闭门店后客户参与度受到限制，而导致关闭的门店流量低，但更重要的是，在重新开店后，我们对第二季度的销量预期进行了更为严格的评估，并认为对第三季度产生了溢出效应。在线销售无法弥补实体店失去的商机。”</span></p><p><b><span>在苹果发布iPhone SE之后，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Jeriel Ong将该股票评级为买进，他在4月14日的票据中将其目标价格从370美元提高至385美元。</span></b></p><p><span>•“在经济衰退的环境中，我们想知道消费者在预算趋紧的情况下购买iPhone，会否影响iPhone平均售价。”最初预估iPhone SE在2016年占了总销量的10％至15％，但现在是另一种经济环境。</span></p><p><b><span><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师罗德·霍尔（Rod Hall）将股票评级从“中立”+下调至“卖出”，并将其目标股价从250美元下调至233美元</span></b></p><p><span>高盛的模型是,到2020年中,iPhone的单位需求将进一步减少,然后到2021年初将有所回升。</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果财报前瞻：iPhone销售额面临下滑，还有哪些看点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-04-29 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>据悉，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>将于美东时间4月30日盘后，即北京时间周五早间公布第二财季财报。接受FactSet调查的分析师普遍认为，苹果公司3季度（财务第二季度）收入为573亿美元（同比下降6％），GAAP每股收益为2.45美元。</span></p><p>苹果在1月份发布的财报中指出，3月份季度收入在630亿美元至670亿美元之间。但是，该公司于2月17日宣布，由于中国COVID-19爆发对iPhone供应和中国需求的影响，预计不会达到该指导。从那时起，考虑到COVID-19对其他地方的影响，估算值被进一步降低。</p><p><span>截至今年第一季度，苹果公司的股价下跌了13.4％。道琼斯工业平均指数下跌了23％。</span></p><p><b><span>以下六点关注事项：</span></b></p><p><b>1、iPhone销售</b></p><p>种种迹象表明，全球智能手机销量目前正在下滑。尤其是Verizon和AT＆T等运营商报告称，三月份的封锁生效后，智能手机的销售大幅下滑，而台积电和德州仪器<span>等公司同样认为</span>智能手机芯片需求降低。</p><p><b>2. Mac和iPad销售</b></p><p>笔记本电脑的销量已经获得了提升，因为消费者和商家进行购买，以支持远程工作和学习活动。还有一些公司，包括苹果的芯片供应商报告说也看到了强劲的需求。</p><p>因此，Mac和iPad的销售预期可能会有上升的空间。市场普遍认为Mac的收入将下降5％，至52.6亿美元，iPad的收入将下降12％，至42.8亿美元。近期iPad的专业版和MacBook Air的应该提供一个升压至六月季度的销售额。</p><p><b>3.可穿戴销售</b></p><p>得益于Apple Watch的强劲增长以及（尤其是）AirPods的销售增长，苹果的可穿戴设备，家用及配件业务收入在12月季度增长了37％，达到100.1亿美元。蒂姆·库克（Tim Cook）补充说，涵盖Apple Watch，AirPods和Beats耳机的“可穿戴设备”销售额增长了44％。</p><p>3月份需求可能有所降温。尽管如此，由于预计AirPods需求仍将是主要的推动力，市场普遍认为可穿戴设备，家居及配件收入在三月份季度增长37％，达到70.5亿美元。</p><p><b>4.服务收入和统计数据</b></p><p>COVID-19锁定已导致数字内容消费量大幅增加。而这反过来可能会促进苹果的某些服务收入流，例如App Store交易以及Apple Music，Arcade和TV +订阅。</p><p>另一方面，最近几周，Apple Pay交易可能受到打击，并且（随着在线广告销售的下滑）Apple从谷歌<span>中</span>获得的搜索广告收入分成付款也有所下降。</p><p>市场普遍预期苹果服务部门第三季度收入将增长12％，至128.5亿美元。该公司通常会在电话会议中分享一些有关个别服务业务表现的统计数据。</p><p><b>5.关于产品发布时间的评论</b></p><p>《华尔街日报》周一报道称，苹果正在将其2020年秋季iPhone产品阵容的生产量推迟一个月，该公司可能就其对COVID的影响发表高级别的评论。</p><p><b>6.股票回购</b></p><p>在过去的两个月中，有不少公司暂停了股票回购计划。</p><p>苹果在其12月季度回购了价值200亿美元的股票。该公司的资产负债表，现金流量概况和信用评级为其提供了足够的回旋余地，以便在需要时继续回购股票。</p><p><b><span>市场预期：</span></b></p><p><b><span>营收：</span></b><span>苹果公司在1月28日发布业绩时预测其3季度季度营收将在630亿美元至670亿美元之间，这促使FactSet调查的分析师将其预期定为651亿美元。到第一季度末，在苹果公司取消该指导后，分析师预期为573亿美元。</span></p><p><span>对于整个财年，分析师预期第一季度末为2704.5亿美元，低于1月底预期的2738.8亿美元。</span></p><p><b><span>每股收益：</span></b><span>分析师对第一季度每股收益的预测为2.45美元，低于2月底预期的2.71美元和1月底预期的2.99美元。对于整个财年，一季度末分析师预期每股收益为12.83美元，低于1月底预期的13.80美元。</span></p><p><b><span>公司消息：</span></b></p><p><span>4月16日，首席执行官蒂姆·库克（Tim Cook）在为员工举行的视频会议上表示，公司正在为可以重新开设商店和办公室做准备，据称员工重返工作岗位时可能会受到温度检查和隔离规定的约束。他还表示，苹果将继续以“非常重要的方式”投资于开发。</span></p><p><span>4月14日：苹果在新闻发布中宣布了第二代iPhone SE。</span></p><p><span>4月5日：库克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>视频中表示，该公司希望每周为医务人员生产100万个面罩。苹果已经捐赠了超过2000万个口罩。</span></p><p><span>3月13日：苹果公司宣布将暂时关闭商店，同时承认总体情况仍然不稳定。该公司透露：“我们尚不确定何时会面临最大的风险。”</span></p><p><span>2月27日：库克在在接受福克斯演讲时说在农历新年假期延长后，亚洲的工厂正在提高产量。</span></p><p><span>2月17日：该公司警告说，COVID-19疫情“影响了我们在中国的产品需求”。苹果曾一度关闭了其在中国的所有门店，即使在中国开设了门店，消费者对中国的信心仍令人担忧。苹果还警告称，由于农历新年假期延长，产量下降速度低于预期，全球iPhone供应将暂时受到限制。苹果在发布会上透露：“iPhone供应短缺将暂时影响全球收入。”</span></p><p><b><span>分析师评级</span></b></p><p><b><span><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师亚伦·雷克斯（Aaron Rakers）在3月13日将苹果股票的目标价格上调至315美元，将其股票评级提高至“增持”</span></b></p><p><span>•“从供应的角度来看，我们看到来自中国积极的迹象，例如富士康报告称恢复劳动力产能的速度快于预期。”雷克斯认为投资者开始考虑将三月份季度营收预期将至 400亿美元左右的区间，比苹果最初的预期低约30％。</span></p><p><b><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>（<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>）的凯蒂·胡伯蒂（Katy Huberty）在3月16日给客户的报告中维持了增持评级，但其目标价格从368美元下调至328美元。</span></b></p><p><span>•苹果关闭商店时面临“负杠杆”的情况，因为在此期间，苹果仍将向零售员工支付薪水，并继续损失门店收入。</span></p><p><b><span><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>（Jefferies）分析师凯尔·麦克尼尔（Kyle McNealy）在3月17日的报告中维持买入评级，但将目标价格从370美元下调至320美元。</span></b></p><p><span>•“尽管我们下调目标价格，但我们认为，随着世界人口广泛隔离，人们越来越关注家庭活动，服务业有潜力抵消更大的压力。”苹果在3月中旬宣布关闭商店，冠状病毒影响的需求方不只是中国。”</span></p><p><b><span><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师蒂莫西·阿库里（Timothy Arcuri）在3月9日的报告中维持买入评级，但将其目标价从355美元下调至335美元。</span></b></p><p><span>•“供不应求的挑战已被广泛的全球需求关注所取代，”“如果这种情况持续到6月，则苹果有可能不得不推迟今年秋天推出5G iPhone。”</span></p><p><b><span>Wedbush分析师Daniel Ives在3月29日的报告中维持优于大盘评级，目标价335美元</span></b></p><p><span>•苹果可能会进入“有史以来最重要的iPhone升级产品周期之一”，因此“需求可能会有所减少，但不会受到重大破坏”。他预计，苹果5G iPhone的发布可能会从9月推迟到假期前后。</span></p><p><b><span><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师萨米克·查特吉（Samik Chatterjee）4月8日将苹果的目标价格从350美元下调至335美元</span></b></p><p><span>•“由于关闭门店后客户参与度受到限制，而导致关闭的门店流量低，但更重要的是，在重新开店后，我们对第二季度的销量预期进行了更为严格的评估，并认为对第三季度产生了溢出效应。在线销售无法弥补实体店失去的商机。”</span></p><p><b><span>在苹果发布iPhone SE之后，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Jeriel Ong将该股票评级为买进，他在4月14日的票据中将其目标价格从370美元提高至385美元。</span></b></p><p><span>•“在经济衰退的环境中，我们想知道消费者在预算趋紧的情况下购买iPhone，会否影响iPhone平均售价。”最初预估iPhone SE在2016年占了总销量的10％至15％，但现在是另一种经济环境。</span></p><p><b><span><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师罗德·霍尔（Rod Hall）将股票评级从“中立”+下调至“卖出”，并将其目标股价从250美元下调至233美元</span></b></p><p><span>高盛的模型是,到2020年中,iPhone的单位需求将进一步减少,然后到2021年初将有所回升。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df6d98af7b91772981e292f8d81dd38d","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152917645","content_text":"据悉，苹果将于美东时间4月30日盘后，即北京时间周五早间公布第二财季财报。接受FactSet调查的分析师普遍认为，苹果公司3季度（财务第二季度）收入为573亿美元（同比下降6％），GAAP每股收益为2.45美元。苹果在1月份发布的财报中指出，3月份季度收入在630亿美元至670亿美元之间。但是，该公司于2月17日宣布，由于中国COVID-19爆发对iPhone供应和中国需求的影响，预计不会达到该指导。从那时起，考虑到COVID-19对其他地方的影响，估算值被进一步降低。截至今年第一季度，苹果公司的股价下跌了13.4％。道琼斯工业平均指数下跌了23％。以下六点关注事项：1、iPhone销售种种迹象表明，全球智能手机销量目前正在下滑。尤其是Verizon和AT＆T等运营商报告称，三月份的封锁生效后，智能手机的销售大幅下滑，而台积电和德州仪器等公司同样认为智能手机芯片需求降低。2. Mac和iPad销售笔记本电脑的销量已经获得了提升，因为消费者和商家进行购买，以支持远程工作和学习活动。还有一些公司，包括苹果的芯片供应商报告说也看到了强劲的需求。因此，Mac和iPad的销售预期可能会有上升的空间。市场普遍认为Mac的收入将下降5％，至52.6亿美元，iPad的收入将下降12％，至42.8亿美元。近期iPad的专业版和MacBook Air的应该提供一个升压至六月季度的销售额。3.可穿戴销售得益于Apple Watch的强劲增长以及（尤其是）AirPods的销售增长，苹果的可穿戴设备，家用及配件业务收入在12月季度增长了37％，达到100.1亿美元。蒂姆·库克（Tim Cook）补充说，涵盖Apple Watch，AirPods和Beats耳机的“可穿戴设备”销售额增长了44％。3月份需求可能有所降温。尽管如此，由于预计AirPods需求仍将是主要的推动力，市场普遍认为可穿戴设备，家居及配件收入在三月份季度增长37％，达到70.5亿美元。4.服务收入和统计数据COVID-19锁定已导致数字内容消费量大幅增加。而这反过来可能会促进苹果的某些服务收入流，例如App Store交易以及Apple Music，Arcade和TV +订阅。另一方面，最近几周，Apple Pay交易可能受到打击，并且（随着在线广告销售的下滑）Apple从谷歌中获得的搜索广告收入分成付款也有所下降。市场普遍预期苹果服务部门第三季度收入将增长12％，至128.5亿美元。该公司通常会在电话会议中分享一些有关个别服务业务表现的统计数据。5.关于产品发布时间的评论《华尔街日报》周一报道称，苹果正在将其2020年秋季iPhone产品阵容的生产量推迟一个月，该公司可能就其对COVID的影响发表高级别的评论。6.股票回购在过去的两个月中，有不少公司暂停了股票回购计划。苹果在其12月季度回购了价值200亿美元的股票。该公司的资产负债表，现金流量概况和信用评级为其提供了足够的回旋余地，以便在需要时继续回购股票。市场预期：营收：苹果公司在1月28日发布业绩时预测其3季度季度营收将在630亿美元至670亿美元之间，这促使FactSet调查的分析师将其预期定为651亿美元。到第一季度末，在苹果公司取消该指导后，分析师预期为573亿美元。对于整个财年，分析师预期第一季度末为2704.5亿美元，低于1月底预期的2738.8亿美元。每股收益：分析师对第一季度每股收益的预测为2.45美元，低于2月底预期的2.71美元和1月底预期的2.99美元。对于整个财年，一季度末分析师预期每股收益为12.83美元，低于1月底预期的13.80美元。公司消息：4月16日，首席执行官蒂姆·库克（Tim Cook）在为员工举行的视频会议上表示，公司正在为可以重新开设商店和办公室做准备，据称员工重返工作岗位时可能会受到温度检查和隔离规定的约束。他还表示，苹果将继续以“非常重要的方式”投资于开发。4月14日：苹果在新闻发布中宣布了第二代iPhone SE。4月5日：库克在Twitter视频中表示，该公司希望每周为医务人员生产100万个面罩。苹果已经捐赠了超过2000万个口罩。3月13日：苹果公司宣布将暂时关闭商店，同时承认总体情况仍然不稳定。该公司透露：“我们尚不确定何时会面临最大的风险。”2月27日：库克在在接受福克斯演讲时说在农历新年假期延长后，亚洲的工厂正在提高产量。2月17日：该公司警告说，COVID-19疫情“影响了我们在中国的产品需求”。苹果曾一度关闭了其在中国的所有门店，即使在中国开设了门店，消费者对中国的信心仍令人担忧。苹果还警告称，由于农历新年假期延长，产量下降速度低于预期，全球iPhone供应将暂时受到限制。苹果在发布会上透露：“iPhone供应短缺将暂时影响全球收入。”分析师评级富国银行分析师亚伦·雷克斯（Aaron Rakers）在3月13日将苹果股票的目标价格上调至315美元，将其股票评级提高至“增持”•“从供应的角度来看，我们看到来自中国积极的迹象，例如富士康报告称恢复劳动力产能的速度快于预期。”雷克斯认为投资者开始考虑将三月份季度营收预期将至 400亿美元左右的区间，比苹果最初的预期低约30％。摩根士丹利（Morgan Stanley）的凯蒂·胡伯蒂（Katy Huberty）在3月16日给客户的报告中维持了增持评级，但其目标价格从368美元下调至328美元。•苹果关闭商店时面临“负杠杆”的情况，因为在此期间，苹果仍将向零售员工支付薪水，并继续损失门店收入。杰富瑞（Jefferies）分析师凯尔·麦克尼尔（Kyle McNealy）在3月17日的报告中维持买入评级，但将目标价格从370美元下调至320美元。•“尽管我们下调目标价格，但我们认为，随着世界人口广泛隔离，人们越来越关注家庭活动，服务业有潜力抵消更大的压力。”苹果在3月中旬宣布关闭商店，冠状病毒影响的需求方不只是中国。”瑞银分析师蒂莫西·阿库里（Timothy Arcuri）在3月9日的报告中维持买入评级，但将其目标价从355美元下调至335美元。•“供不应求的挑战已被广泛的全球需求关注所取代，”“如果这种情况持续到6月，则苹果有可能不得不推迟今年秋天推出5G iPhone。”Wedbush分析师Daniel Ives在3月29日的报告中维持优于大盘评级，目标价335美元•苹果可能会进入“有史以来最重要的iPhone升级产品周期之一”，因此“需求可能会有所减少，但不会受到重大破坏”。他预计，苹果5G iPhone的发布可能会从9月推迟到假期前后。摩根大通分析师萨米克·查特吉（Samik Chatterjee）4月8日将苹果的目标价格从350美元下调至335美元•“由于关闭门店后客户参与度受到限制，而导致关闭的门店流量低，但更重要的是，在重新开店后，我们对第二季度的销量预期进行了更为严格的评估，并认为对第三季度产生了溢出效应。在线销售无法弥补实体店失去的商机。”在苹果发布iPhone SE之后，德意志银行分析师Jeriel Ong将该股票评级为买进，他在4月14日的票据中将其目标价格从370美元提高至385美元。•“在经济衰退的环境中，我们想知道消费者在预算趋紧的情况下购买iPhone，会否影响iPhone平均售价。”最初预估iPhone SE在2016年占了总销量的10％至15％，但现在是另一种经济环境。高盛分析师罗德·霍尔（Rod Hall）将股票评级从“中立”+下调至“卖出”，并将其目标股价从250美元下调至233美元高盛的模型是,到2020年中,iPhone的单位需求将进一步减少,然后到2021年初将有所回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925758604,"gmtCreate":1588152820108,"gmtModify":1704366610292,"author":{"id":"3451538281960300","authorId":"3451538281960300","name":"天璇","avatar":"https://static.laohu8.com/e8cdc275c82e4e03edcfed274deeef89","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"破净就是牛","listText":"破净就是牛","text":"破净就是牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/925758604","repostId":"1178985765","repostType":2,"repost":{"id":"1178985765","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1588150303,"share":"https://www.laohu8.com/m/news/1178985765?lang=&edition=full","pubTime":"2020-04-29 16:51","market":"hk","language":"zh","title":"市场综述：恒指月涨7.42%，创一个半月新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1178985765","media":"老虎资讯综合","summary":"要闻两会时间正式确定。十三届全国人大常委会第十七次会议29日表决通过了关于十三届全国人大三次会议召开时间的决定。根据决定，十三届全国人大三次会议将于2020年5月22日在北京召开。汪洋主持召开全国政协","content":"<p><span><b>要闻</b></span></p><p><b>两会时间正式确定。十三届全国人大常委会第十七次会议29日表决通过了关于十三届全国人大三次会议召开时间的决定。根据决定，十三届全国人大三次会议将于2020年5月22日在北京召开。汪洋主持召开全国政协主席会议，建议5月21日召开全国政协十三届三次会议。</b></p><p><span>李克强4月28日主持召开国务院常务会议，部署加快推进信息网络等新型基础设施建设，推动产业和消费升级。会议指出，按照党中央、国务院部署，加快信息网络等新型基础设施建设，以“一业带百业”，既助力产业升级、培育新动能，又带动创业就业，利当前惠长远。</span></p><p><span>香港财政司司长陈茂波表示，预期今年香港全年经济负增长4%至7%，较财政预算案的预测更差。陈茂波指出，疫情对经济打击更持久及严重，香港今年经济表现无可避免比预测为差；香港首季经济大幅倒退的程度，可能比金融海啸及亚洲金融风暴时更差。</span></p><p><span>MSCI亚太指数较3月涨20%，势将进入技术性牛市。</span></p><p><span><b>港股</b></span></p><p><span>港股三大指数收盘涨跌不一。恒指涨0.28%报24643点，为3月12日以来新高，全周涨3.47%，全月涨7.42%。国指涨0.57%报10040点，红筹指数跌0.01%报3863点。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e76e6d924adbd02f131f9ddc1ecaaf\"><span>行情来源：老虎证券</span></p><p><span>电池股表现强势，比亚迪电子大涨6.66%；钢铁股、电力股、汽车股板块涨幅居前，马鞍山钢铁绩后飙涨超11%，比亚迪股份、广汽集团皆升超7%；农业股下跌明显，万洲国际收跌4.6%为最蓝筹股；乳业股集体走低，中国旺旺、蒙牛乳业皆下跌超3%。</span></p><p><b><a href=\"https://laohu8.com/S/00144\">招商局港口</a> 跌10.71%，</b>招商局港口表示，董事会注意到媒体对于公司可能进行私有化的猜测，公司并不知悉上述猜测的相关资料，亦无任何应披露但尚未披露的资料。4月28日，市场传言称，招商局集团考虑将招商局港口私有化。</p><p><b><a href=\"https://laohu8.com/S/02888\">渣打集团</a> 涨6.17%，</b>公司<span>第一季度经调整除税前利润12.2亿美元，市场预估8.28亿美元；第一季度经营收入43.3亿美元，市场预估38.7亿美元。渣打一季度信贷损失计提大幅上升，一季度信用减值9.56亿美元， 上年同期7800万美元。</span></p><p>小虎注：<a href=\"https://laohu8.com/NW/1149906517\" target=\"_blank\"><b><span>港股佛诞节、劳动节休市，下周一正常开市。</span></b></a></p><p><span><b>A股</b></span></p><p><span>今日两市三大指数早盘低开拉升，随后震荡回落，全天弱势运行。市场延续业绩主线，绩优股占涨停股近半，成为市场最大亮点。权重板块和题材板块都在快速轮动，持续性和赚钱效应较差。沪指上涨0.44%，报收2822点；深成指上涨0.12%，报收10514点；创业板指下跌0.01%，报收2030点。</span></p><p><span>从盘面上看，水泥、银行、公路铁路运输等板块涨幅居前；农业、食品、白酒等板块跌幅居前。</span></p><p><span><b>美股</b></span></p><p><span>美国三大股指期货盘前上涨，纳指期货涨超1%，截至发稿，道指期货涨0.67%，标普500指数期货涨0.83%，纳斯达克100指数期货涨1.16%。 </span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d441687eac959044465bc398620f012\"><span>行情来源：老虎证券</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a> 盘前涨超20%。</b><span>蔚来今日将与战略投资者签署关于投资蔚来中国的最终协议，并与合肥经济技术开发区就蔚来中国总部入驻达成协议。根据协议，蔚来将向蔚来中国的法律主体蔚来（安徽）控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产，以上业务与资产估值177.7亿元人民币。</span></p><p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘前涨超7%。</b><span>谷歌盘后公布的第一季度财报显示，公司实现产品营收285.4亿美元，市场预估279.1亿美元；不含流量获取成本的营收337.1亿美元；经营利润79.8亿美元，同比增长21%，市场预估80.6亿美元；每股收益9.87美元，上年同期9.50美元，营业毛利率19％，上年同期18％。</span></p><p><b><a href=\"https://laohu8.com/S/AMD\">AMD</a> 跌近2%。</b><span>AMD第一季度营收17.9亿美元，市场预估17.8亿美元；第一季度调整后每股收益18美分，市场预估18美分，上年同期6美分。预计第二季度营收17.5亿美元至19.5亿美元。</span></p><p><span><b>欧股</b></span></p><p><span>欧洲主要指数盘初涨跌不一，截至发稿，欧洲斯托克50指数跌0.15%，英国富时100指数涨0.71%，德国DAX30指数涨0.25%。英国富时100指数自三月低点反弹超过20%，势将进入技术性牛市。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bffda3ea8bc237b9252c374718553e\"><span>行情来源：英为财情</span></p><p><span>截至发稿，WTI原油报14.14美元/桶，日内涨14.59%；布油报23.37美元/桶，日内涨2.77%。</span></p><p><span>现货黄金涨日内跌0.11%，报1705.95美元/盎司。</span></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 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n市场综述：恒指月涨7.42%，创一个半月新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-04-29 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span><b>要闻</b></span></p><p><b>两会时间正式确定。十三届全国人大常委会第十七次会议29日表决通过了关于十三届全国人大三次会议召开时间的决定。根据决定，十三届全国人大三次会议将于2020年5月22日在北京召开。汪洋主持召开全国政协主席会议，建议5月21日召开全国政协十三届三次会议。</b></p><p><span>李克强4月28日主持召开国务院常务会议，部署加快推进信息网络等新型基础设施建设，推动产业和消费升级。会议指出，按照党中央、国务院部署，加快信息网络等新型基础设施建设，以“一业带百业”，既助力产业升级、培育新动能，又带动创业就业，利当前惠长远。</span></p><p><span>香港财政司司长陈茂波表示，预期今年香港全年经济负增长4%至7%，较财政预算案的预测更差。陈茂波指出，疫情对经济打击更持久及严重，香港今年经济表现无可避免比预测为差；香港首季经济大幅倒退的程度，可能比金融海啸及亚洲金融风暴时更差。</span></p><p><span>MSCI亚太指数较3月涨20%，势将进入技术性牛市。</span></p><p><span><b>港股</b></span></p><p><span>港股三大指数收盘涨跌不一。恒指涨0.28%报24643点，为3月12日以来新高，全周涨3.47%，全月涨7.42%。国指涨0.57%报10040点，红筹指数跌0.01%报3863点。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e76e6d924adbd02f131f9ddc1ecaaf\"><span>行情来源：老虎证券</span></p><p><span>电池股表现强势，比亚迪电子大涨6.66%；钢铁股、电力股、汽车股板块涨幅居前，马鞍山钢铁绩后飙涨超11%，比亚迪股份、广汽集团皆升超7%；农业股下跌明显，万洲国际收跌4.6%为最蓝筹股；乳业股集体走低，中国旺旺、蒙牛乳业皆下跌超3%。</span></p><p><b><a href=\"https://laohu8.com/S/00144\">招商局港口</a> 跌10.71%，</b>招商局港口表示，董事会注意到媒体对于公司可能进行私有化的猜测，公司并不知悉上述猜测的相关资料，亦无任何应披露但尚未披露的资料。4月28日，市场传言称，招商局集团考虑将招商局港口私有化。</p><p><b><a href=\"https://laohu8.com/S/02888\">渣打集团</a> 涨6.17%，</b>公司<span>第一季度经调整除税前利润12.2亿美元，市场预估8.28亿美元；第一季度经营收入43.3亿美元，市场预估38.7亿美元。渣打一季度信贷损失计提大幅上升，一季度信用减值9.56亿美元， 上年同期7800万美元。</span></p><p>小虎注：<a href=\"https://laohu8.com/NW/1149906517\" target=\"_blank\"><b><span>港股佛诞节、劳动节休市，下周一正常开市。</span></b></a></p><p><span><b>A股</b></span></p><p><span>今日两市三大指数早盘低开拉升，随后震荡回落，全天弱势运行。市场延续业绩主线，绩优股占涨停股近半，成为市场最大亮点。权重板块和题材板块都在快速轮动，持续性和赚钱效应较差。沪指上涨0.44%，报收2822点；深成指上涨0.12%，报收10514点；创业板指下跌0.01%，报收2030点。</span></p><p><span>从盘面上看，水泥、银行、公路铁路运输等板块涨幅居前；农业、食品、白酒等板块跌幅居前。</span></p><p><span><b>美股</b></span></p><p><span>美国三大股指期货盘前上涨，纳指期货涨超1%，截至发稿，道指期货涨0.67%，标普500指数期货涨0.83%，纳斯达克100指数期货涨1.16%。 </span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d441687eac959044465bc398620f012\"><span>行情来源：老虎证券</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a> 盘前涨超20%。</b><span>蔚来今日将与战略投资者签署关于投资蔚来中国的最终协议，并与合肥经济技术开发区就蔚来中国总部入驻达成协议。根据协议，蔚来将向蔚来中国的法律主体蔚来（安徽）控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产，以上业务与资产估值177.7亿元人民币。</span></p><p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘前涨超7%。</b><span>谷歌盘后公布的第一季度财报显示，公司实现产品营收285.4亿美元，市场预估279.1亿美元；不含流量获取成本的营收337.1亿美元；经营利润79.8亿美元，同比增长21%，市场预估80.6亿美元；每股收益9.87美元，上年同期9.50美元，营业毛利率19％，上年同期18％。</span></p><p><b><a href=\"https://laohu8.com/S/AMD\">AMD</a> 跌近2%。</b><span>AMD第一季度营收17.9亿美元，市场预估17.8亿美元；第一季度调整后每股收益18美分，市场预估18美分，上年同期6美分。预计第二季度营收17.5亿美元至19.5亿美元。</span></p><p><span><b>欧股</b></span></p><p><span>欧洲主要指数盘初涨跌不一，截至发稿，欧洲斯托克50指数跌0.15%，英国富时100指数涨0.71%，德国DAX30指数涨0.25%。英国富时100指数自三月低点反弹超过20%，势将进入技术性牛市。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bffda3ea8bc237b9252c374718553e\"><span>行情来源：英为财情</span></p><p><span>截至发稿，WTI原油报14.14美元/桶，日内涨14.59%；布油报23.37美元/桶，日内涨2.77%。</span></p><p><span>现货黄金涨日内跌0.11%，报1705.95美元/盎司。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178985765","content_text":"要闻两会时间正式确定。十三届全国人大常委会第十七次会议29日表决通过了关于十三届全国人大三次会议召开时间的决定。根据决定，十三届全国人大三次会议将于2020年5月22日在北京召开。汪洋主持召开全国政协主席会议，建议5月21日召开全国政协十三届三次会议。李克强4月28日主持召开国务院常务会议，部署加快推进信息网络等新型基础设施建设，推动产业和消费升级。会议指出，按照党中央、国务院部署，加快信息网络等新型基础设施建设，以“一业带百业”，既助力产业升级、培育新动能，又带动创业就业，利当前惠长远。香港财政司司长陈茂波表示，预期今年香港全年经济负增长4%至7%，较财政预算案的预测更差。陈茂波指出，疫情对经济打击更持久及严重，香港今年经济表现无可避免比预测为差；香港首季经济大幅倒退的程度，可能比金融海啸及亚洲金融风暴时更差。MSCI亚太指数较3月涨20%，势将进入技术性牛市。港股港股三大指数收盘涨跌不一。恒指涨0.28%报24643点，为3月12日以来新高，全周涨3.47%，全月涨7.42%。国指涨0.57%报10040点，红筹指数跌0.01%报3863点。行情来源：老虎证券电池股表现强势，比亚迪电子大涨6.66%；钢铁股、电力股、汽车股板块涨幅居前，马鞍山钢铁绩后飙涨超11%，比亚迪股份、广汽集团皆升超7%；农业股下跌明显，万洲国际收跌4.6%为最蓝筹股；乳业股集体走低，中国旺旺、蒙牛乳业皆下跌超3%。招商局港口 跌10.71%，招商局港口表示，董事会注意到媒体对于公司可能进行私有化的猜测，公司并不知悉上述猜测的相关资料，亦无任何应披露但尚未披露的资料。4月28日，市场传言称，招商局集团考虑将招商局港口私有化。渣打集团 涨6.17%，公司第一季度经调整除税前利润12.2亿美元，市场预估8.28亿美元；第一季度经营收入43.3亿美元，市场预估38.7亿美元。渣打一季度信贷损失计提大幅上升，一季度信用减值9.56亿美元， 上年同期7800万美元。小虎注：港股佛诞节、劳动节休市，下周一正常开市。A股今日两市三大指数早盘低开拉升，随后震荡回落，全天弱势运行。市场延续业绩主线，绩优股占涨停股近半，成为市场最大亮点。权重板块和题材板块都在快速轮动，持续性和赚钱效应较差。沪指上涨0.44%，报收2822点；深成指上涨0.12%，报收10514点；创业板指下跌0.01%，报收2030点。从盘面上看，水泥、银行、公路铁路运输等板块涨幅居前；农业、食品、白酒等板块跌幅居前。美股美国三大股指期货盘前上涨，纳指期货涨超1%，截至发稿，道指期货涨0.67%，标普500指数期货涨0.83%，纳斯达克100指数期货涨1.16%。 行情来源：老虎证券蔚来 盘前涨超20%。蔚来今日将与战略投资者签署关于投资蔚来中国的最终协议，并与合肥经济技术开发区就蔚来中国总部入驻达成协议。根据协议，蔚来将向蔚来中国的法律主体蔚来（安徽）控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产，以上业务与资产估值177.7亿元人民币。谷歌 盘前涨超7%。谷歌盘后公布的第一季度财报显示，公司实现产品营收285.4亿美元，市场预估279.1亿美元；不含流量获取成本的营收337.1亿美元；经营利润79.8亿美元，同比增长21%，市场预估80.6亿美元；每股收益9.87美元，上年同期9.50美元，营业毛利率19％，上年同期18％。AMD 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