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PandaWynn

PandaWynn

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3粉丝

1主题

0勋章

2021-08-10

[Grin] [Grin] [Grin] [Grin]

2021-07-06

Good

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2021-07-05

$CapLand IntCom T(C38U.SI)$🥰

2021-06-18

Hmmmmm 🤔

Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就COVID-19疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>

2021-06-17

🧐

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2021-06-17

👍

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2021-06-17

✔️

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2021-06-15

👌🏽💪

Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</blockquote>

2021-06-15

👍

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2021-06-15

👍

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2021-04-30

👍

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2021-04-30

Good time to buy more?

NIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。知道什么。</blockquote>

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🤔&nbsp;","text":"Hmmmmm 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166711006","repostId":"1171510497","repostType":4,"repost":{"id":"1171510497","kind":"news","pubTimestamp":1624024592,"share":"https://www.laohu8.com/m/news/1171510497?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:56","market":"us","language":"en","title":"Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就COVID-19疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171510497","media":"benzinga","summary":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the c","content":"<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. 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The company ...</p><p><blockquote><div>阿斯利康公司(AstraZeneca Plc)声称在与欧盟的法庭诉讼中获胜，该诉讼指控该公司生产疫苗的速度不够快，从而错过了COVID-19疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">benzinga</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":{"AZN":"阿斯利康"},"source_url":"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171510497","content_text":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries.\nThe company had planned 120 million vaccine doses cumulatively by the end of June 2021 and 300 million doses by the end of September.\nAZN intends to deliver more than 70 million by the end of the month.\nA judge ordered delivery of 80.2M doses by the end of September.\nThe judgment also acknowledged that the company experienced substantial difficulties in producing the vaccine, which explains the delay.\nLast month, the E.U.’s lawyer had asked the court to force AZN to pay €10 per dose for each day of delay as compensation for breaching the E.U. contract.\nPrice Action: AZN shares are down 0.75% at $57.91 during the premarket trading session on the last check Friday.","news_type":1,"symbols_score_info":{"AZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161196136,"gmtCreate":1623909060025,"gmtModify":1631889909242,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"🧐","listText":"🧐","text":"🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161196136","repostId":"2144289713","repostType":4,"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161198063,"gmtCreate":1623908935852,"gmtModify":1631889909241,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161198063","repostId":"1191044253","repostType":4,"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161191319,"gmtCreate":1623908865331,"gmtModify":1631889909245,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"✔️","listText":"✔️","text":"✔️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161191319","repostId":"1162107156","repostType":4,"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184748156,"gmtCreate":1623727188875,"gmtModify":1631889909247,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👌🏽💪","listText":"👌🏽💪","text":"👌🏽💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184748156","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohu8.com/m/news/1167720481?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是负面投资，而模因股票却呈爆炸式增长，这太荒谬了。</li><li>投资者有机会在苹果下一轮上涨之前买入它，而注意力已转移到追逐模因股票的快速赚钱上。</li><li>苹果有望在2021财年创造超过3000亿美元的收入和750亿美元的净利润。</li><li>最终，苹果将被投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果(AAPL)已成为负回报投资，表现落后SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021年5月，最热门的基金经理之一Ark Invest的Cathie Wood从ARK Fintech Innovation ETF(ARKF)出售了近30万股AAPL股票。据报道，ARK一度减持了AAPL的股份，以增持Coinbase(COIN)和DraftKings(DKNG)的股份。one’s ARK等主动管理型基金每天都会监督股票的买卖，并且可能会使用AAPL作为现金的替代品。苹果公司的评论褒贬不一，一些人认为它最好的日子还在前面，而另一些人则认为辉煌的日子不会重现。我认为市场正在给投资者一个机会，因为AAPL应该会在2021年下半年突破横盘格局。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对AAPL在第一季度和第二季度的井喷表现并没有留下深刻印象。苹果公司的股价非但没有在基本面的支持下上涨，反而停滞不前。作为苹果公司的多头，令人费解的是，当苹果公司为有史以来最好的一年做准备时，如此多的注意力都集中在模因股票上，而不是像苹果公司这样的公司。在阅读了最近关于MEME股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，2021年AAPL的每股收益为3.08美元，而整个2020财年的每股收益为3.31美元。苹果公司正在为许多指标上有史以来最好的一年奠定基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟花，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并把钱用在了他们的嘴上</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么AAPL如何处理其产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品供应以及他们最新的业务领域（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来进步。AAPL拥有类似邪教心态的客户的原因之一是因为AAPL不会停止创新。他们总是站在最前沿，推动技术如何改善个人日常生活的界限。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩下的现金呢？苹果公司押注于自己，并将其股票视为一种投资。自2012财年以来，AAPL已回购了价值4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，这表明高级领导层认为持有AAPL股票具有巨大价值。我记得当内部人士购买他们公司的股票时，每个人都感到兴奋的日子。对于苹果公司来说，回购股票只是一个普通的周一。苹果公司在过去十年中回购的股票数量超过了大多数公司的市值增长水平。AAPL董事会授权在其现有股票回购计划的基础上追加900亿美元，AAPL在2021年第二季度向股东返还了近230亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>2021年上半年，游戏驿站(GME)和AMC院线控股(AMC)的股价大幅上涨。不管GME和AMC为何上涨，事实是GME的回报率超过1,100%，AMC的回报率超过2,000%。任何骑过GME或AMC的人，我祝贺并向你们脱帽致敬。由于AAPL今年表现不佳，市场正受到宏伟妄想的推动，但GME和AMC却绝对大幅上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损且几乎不赚钱的公司。我知道投资AMC这样的公司可以因波动性而产生巨额回报，但我并不是在批评它。如果你能在上面赚钱，无论如何，不要让任何人妨碍你，但要小心。当你通读AMC的损益表时，你会发现他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019年，新冠疫情的影响为零，AMC创造了54.7亿美元的收入，甚至无法盈利，因为他们亏损了1.491亿美元。AMC上一季度报告的资产负债表上的股本为-23亿美元。现实情况是，AMC可以增发股票并出售以筹集资金。这将改善资产负债表并增加手头现金，从而使AMC受益。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应而被稀释并变得毫无价值。AMC可以发行股票并增强其资产负债表，但这并不能解决其盈利问题。AAPL每个季度向股东支付的股息比AMC过去十年产生的利润还要多，但AMC是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买AMC股票时，他们购买的是一家每股收益为负的公司。AMC的市盈率无法在过去12个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道AMC一直是一项技术性交易，但这并不能改变投资者为一家盈利为负的公司买单的现实。目前，标准普尔指数的平均市盈率为45.02。如果我使用AAPL在2021财年前6个月产生的每股收益3.08美元，他们的市盈率将为40.55。对于TTM，AAPL的每股收益为4.49美元，这使得其市盈率降至28.09。目前，投资者为AAPL每产生1美元的收益支付28.09美元，这对于科技行业来说很低。亚马逊(AMZN)的市盈率为62.44，微软(MSFT)为34.93，谷歌(GOOGL)为32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么向上突破是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>苹果公司拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas的收入为2010.2亿美元，毛利润为824.1亿美元，净利润为523.9亿美元。2021年，AAPL已创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入（824.1亿美元）的78.51%和2020年净利润总额（523.9亿美元）的91.25%。AAPL有望打破之前的记录，除非发生深不可测的事情，否则2021年将是AAPL有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是是什么导致了AAPL财务状况的飙升，以及它们是否可持续？部分原因是AAPL的硬件销量从iPhone 12到iPad都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，当AAPL报告Q2时，他们的iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是一年后的事了，虽然AAPL首款5G产品iPhone 12预计会带来推动力，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信AAPL将继续看到强劲的硬件销售，但这只是拼图的一部分。服务和可穿戴设备家居和配件正在成为AAPL财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务增加了65.4亿美元（16.46%），全年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），总收入达到537.7亿美元。2020年前6个月，服务已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为AAPL创造了真正的经常性收入业务部门。服务的美妙之处在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外的收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>服务正在成为AAPL的本垒打，因为它使其收入组合多元化，不再仅仅依靠实体产品构建。截至2020财年结束时，服务业在短短4年内年收入增加了294.2亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，是2020年收入的60%。AAPL有望在2021财年实现600亿美元的服务收入。展望未来，在不久的将来，服务业可能会创造1000亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>可穿戴设备家居和配件继续追随Service的脚步，因为它已成为比iPad和Mac更大的收入领域。随着苹果观察的成立，这一类别的收入从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，可穿戴家居和配件已经创造了208.1亿美元的收入，是2020年总收入的67.95%。AAPL肯定有望在2021财年从可穿戴设备家居和配件中创造超过350亿美元的收入。未来几年，AAPL有望从可穿戴设备家居和配件中创造500亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到2025财年结束时，服务很有可能会产生超过780亿美元的收入，如果两者都以10%的速度增长，可穿戴家居和配件的年收入可能会超过440亿美元。这两个类别的总收入有望超过1000亿美元，到2020年代末，这一数字可能会增长到每年1500亿美元。我对投资者没有涌入苹果公司感到震惊，更可笑的是，没有更详细地讨论对苹果公司数据的强调。当服务业收入达到1000亿美元、可穿戴家居和配件收入达到500亿美元时，AAPL未来的价值是多少？在过去的十年里，AAPL不断创新并改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>模因股票让一些投资者兴奋不已，同时也让另一群投资者摇头。除了赌博之外，我无法理解当你可以购买AAPL出售的股票时，为什么人们想要投资AMC。苹果公司本应大幅上涨，但其最近两个季度的井喷并没有起到任何作用。我相信一旦第三季度的数据公布，情况就会有所不同。我们将再次发现，AAPL继续购买数十亿美元的股票，同时报告称，在9个月内，他们创造的净利润超过了2020年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一轮上涨之前买入更多苹果公司。我是AAPL的股东，我计划在第三季度财报公布之前购买更多。</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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-15 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是负面投资，而模因股票却呈爆炸式增长，这太荒谬了。</li><li>投资者有机会在苹果下一轮上涨之前买入它，而注意力已转移到追逐模因股票的快速赚钱上。</li><li>苹果有望在2021财年创造超过3000亿美元的收入和750亿美元的净利润。</li><li>最终，苹果将被投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果(AAPL)已成为负回报投资，表现落后SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021年5月，最热门的基金经理之一Ark Invest的Cathie Wood从ARK Fintech Innovation ETF(ARKF)出售了近30万股AAPL股票。据报道，ARK一度减持了AAPL的股份，以增持Coinbase(COIN)和DraftKings(DKNG)的股份。one’s ARK等主动管理型基金每天都会监督股票的买卖，并且可能会使用AAPL作为现金的替代品。苹果公司的评论褒贬不一，一些人认为它最好的日子还在前面，而另一些人则认为辉煌的日子不会重现。我认为市场正在给投资者一个机会，因为AAPL应该会在2021年下半年突破横盘格局。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对AAPL在第一季度和第二季度的井喷表现并没有留下深刻印象。苹果公司的股价非但没有在基本面的支持下上涨，反而停滞不前。作为苹果公司的多头，令人费解的是，当苹果公司为有史以来最好的一年做准备时，如此多的注意力都集中在模因股票上，而不是像苹果公司这样的公司。在阅读了最近关于MEME股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，2021年AAPL的每股收益为3.08美元，而整个2020财年的每股收益为3.31美元。苹果公司正在为许多指标上有史以来最好的一年奠定基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟花，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并把钱用在了他们的嘴上</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么AAPL如何处理其产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品供应以及他们最新的业务领域（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来进步。AAPL拥有类似邪教心态的客户的原因之一是因为AAPL不会停止创新。他们总是站在最前沿，推动技术如何改善个人日常生活的界限。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩下的现金呢？苹果公司押注于自己，并将其股票视为一种投资。自2012财年以来，AAPL已回购了价值4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，这表明高级领导层认为持有AAPL股票具有巨大价值。我记得当内部人士购买他们公司的股票时，每个人都感到兴奋的日子。对于苹果公司来说，回购股票只是一个普通的周一。苹果公司在过去十年中回购的股票数量超过了大多数公司的市值增长水平。AAPL董事会授权在其现有股票回购计划的基础上追加900亿美元，AAPL在2021年第二季度向股东返还了近230亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>2021年上半年，游戏驿站(GME)和AMC院线控股(AMC)的股价大幅上涨。不管GME和AMC为何上涨，事实是GME的回报率超过1,100%，AMC的回报率超过2,000%。任何骑过GME或AMC的人，我祝贺并向你们脱帽致敬。由于AAPL今年表现不佳，市场正受到宏伟妄想的推动，但GME和AMC却绝对大幅上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损且几乎不赚钱的公司。我知道投资AMC这样的公司可以因波动性而产生巨额回报，但我并不是在批评它。如果你能在上面赚钱，无论如何，不要让任何人妨碍你，但要小心。当你通读AMC的损益表时，你会发现他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019年，新冠疫情的影响为零，AMC创造了54.7亿美元的收入，甚至无法盈利，因为他们亏损了1.491亿美元。AMC上一季度报告的资产负债表上的股本为-23亿美元。现实情况是，AMC可以增发股票并出售以筹集资金。这将改善资产负债表并增加手头现金，从而使AMC受益。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应而被稀释并变得毫无价值。AMC可以发行股票并增强其资产负债表，但这并不能解决其盈利问题。AAPL每个季度向股东支付的股息比AMC过去十年产生的利润还要多，但AMC是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买AMC股票时，他们购买的是一家每股收益为负的公司。AMC的市盈率无法在过去12个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道AMC一直是一项技术性交易，但这并不能改变投资者为一家盈利为负的公司买单的现实。目前，标准普尔指数的平均市盈率为45.02。如果我使用AAPL在2021财年前6个月产生的每股收益3.08美元，他们的市盈率将为40.55。对于TTM，AAPL的每股收益为4.49美元，这使得其市盈率降至28.09。目前，投资者为AAPL每产生1美元的收益支付28.09美元，这对于科技行业来说很低。亚马逊(AMZN)的市盈率为62.44，微软(MSFT)为34.93，谷歌(GOOGL)为32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么向上突破是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>苹果公司拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas的收入为2010.2亿美元，毛利润为824.1亿美元，净利润为523.9亿美元。2021年，AAPL已创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入（824.1亿美元）的78.51%和2020年净利润总额（523.9亿美元）的91.25%。AAPL有望打破之前的记录，除非发生深不可测的事情，否则2021年将是AAPL有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是是什么导致了AAPL财务状况的飙升，以及它们是否可持续？部分原因是AAPL的硬件销量从iPhone 12到iPad都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，当AAPL报告Q2时，他们的iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是一年后的事了，虽然AAPL首款5G产品iPhone 12预计会带来推动力，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信AAPL将继续看到强劲的硬件销售，但这只是拼图的一部分。服务和可穿戴设备家居和配件正在成为AAPL财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务增加了65.4亿美元（16.46%），全年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），总收入达到537.7亿美元。2020年前6个月，服务已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为AAPL创造了真正的经常性收入业务部门。服务的美妙之处在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外的收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>服务正在成为AAPL的本垒打，因为它使其收入组合多元化，不再仅仅依靠实体产品构建。截至2020财年结束时，服务业在短短4年内年收入增加了294.2亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，是2020年收入的60%。AAPL有望在2021财年实现600亿美元的服务收入。展望未来，在不久的将来，服务业可能会创造1000亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>可穿戴设备家居和配件继续追随Service的脚步，因为它已成为比iPad和Mac更大的收入领域。随着苹果观察的成立，这一类别的收入从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，可穿戴家居和配件已经创造了208.1亿美元的收入，是2020年总收入的67.95%。AAPL肯定有望在2021财年从可穿戴设备家居和配件中创造超过350亿美元的收入。未来几年，AAPL有望从可穿戴设备家居和配件中创造500亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到2025财年结束时，服务很有可能会产生超过780亿美元的收入，如果两者都以10%的速度增长，可穿戴家居和配件的年收入可能会超过440亿美元。这两个类别的总收入有望超过1000亿美元，到2020年代末，这一数字可能会增长到每年1500亿美元。我对投资者没有涌入苹果公司感到震惊，更可笑的是，没有更详细地讨论对苹果公司数据的强调。当服务业收入达到1000亿美元、可穿戴家居和配件收入达到500亿美元时，AAPL未来的价值是多少？在过去的十年里，AAPL不断创新并改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>模因股票让一些投资者兴奋不已，同时也让另一群投资者摇头。除了赌博之外，我无法理解当你可以购买AAPL出售的股票时，为什么人们想要投资AMC。苹果公司本应大幅上涨，但其最近两个季度的井喷并没有起到任何作用。我相信一旦第三季度的数据公布，情况就会有所不同。我们将再次发现，AAPL继续购买数十亿美元的股票，同时报告称，在9个月内，他们创造的净利润超过了2020年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一轮上涨之前买入更多苹果公司。我是AAPL的股东，我计划在第三季度财报公布之前购买更多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">seekingalpha</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://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184743622,"gmtCreate":1623727100066,"gmtModify":1631889909250,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184743622","repostId":"2143314917","repostType":4,"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184749508,"gmtCreate":1623727060904,"gmtModify":1631889909251,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184749508","repostId":"1102470114","repostType":4,"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103816800,"gmtCreate":1619766112300,"gmtModify":1631889909254,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103816800","repostId":"1131566836","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103818636,"gmtCreate":1619766045025,"gmtModify":1634210077109,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"Good time to buy more?","listText":"Good time to buy more?","text":"Good time to buy more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103818636","repostId":"1182494798","repostType":2,"repost":{"id":"1182494798","kind":"news","pubTimestamp":1619751360,"share":"https://www.laohu8.com/m/news/1182494798?lang=zh_CN&edition=full","pubTime":"2021-04-30 10:56","market":"us","language":"en","title":"NIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。知道什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182494798","media":"Barrons","summary":"Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global","content":"<p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p> NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，看多蔚来的人必须决定稳健的盈利是否会战胜增长问题，或者芯片短缺是否会从长远来看损害该公司。</blockquote></p><p> NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>按调整后的非公认会计准则计算，蔚来的销售额为12亿美元，每股亏损23美分。华尔街预计11亿美元的销售额将损失84美分。蔚来的企业毛利率为19.5%，比分析师预期高出约3个百分点，高于一年前的负12%。第一季度业绩看起来很稳健。</blockquote></p><p> The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>但该股没有变动。蔚来于下午5:30公布了数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p> “NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>首席执行官William Bin Li在公司新闻稿中表示：“蔚来以第一季度20,060辆汽车的新季度交付记录开启了2021年。”“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍然面临重大挑战。”</blockquote></p><p> Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势“非常严峻”，并预计第二季度汽车交付量为21,000至22,000辆，销售额约为13亿美元。华尔街预计销售额为12亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p> For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>Yu全年对95,000次交付进行了建模。2021年上半年的交付量可能约为42,000辆，全球芯片短缺的解决将在很大程度上决定蔚来能否达到俞的数字。</blockquote></p><p> Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu将蔚来股票评级为买入，并将该股目标价定为60美元。</blockquote></p><p> The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像周三公布的福特汽车(F)季度。福特公布的销售额和盈利远好于华尔街的预期。销量低于公司内部预测，但车辆组合的改善推动了销量超出了街头预测。在芯片供应有限的情况下，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将处于该公司最初10亿至25亿美元成本指导的高端。</blockquote></p><p> Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌9.4%。蔚来第二季度的指引并不像福特那样令人惊讶。蔚来也没有全年指引。但蔚来的股价反应很难预测。</blockquote></p><p> Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的市盈率不到2022年预期市盈率的7倍。蔚来预计将在2022年实现全年盈利。更重要的是，蔚来的价值比福特高出50%左右。</blockquote></p><p> NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来的电话会议在东部时间晚上10点左右结束。芯片短缺后，分析师将问题集中在国内电动汽车竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>","source":"lsy1601382232898","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>NIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。知道什么。</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\">\nNIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-30 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p> NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，看多蔚来的人必须决定稳健的盈利是否会战胜增长问题，或者芯片短缺是否会从长远来看损害该公司。</blockquote></p><p> NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>按调整后的非公认会计准则计算，蔚来的销售额为12亿美元，每股亏损23美分。华尔街预计11亿美元的销售额将损失84美分。蔚来的企业毛利率为19.5%，比分析师预期高出约3个百分点，高于一年前的负12%。第一季度业绩看起来很稳健。</blockquote></p><p> The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>但该股没有变动。蔚来于下午5:30公布了数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p> “NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>首席执行官William Bin Li在公司新闻稿中表示：“蔚来以第一季度20,060辆汽车的新季度交付记录开启了2021年。”“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍然面临重大挑战。”</blockquote></p><p> Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势“非常严峻”，并预计第二季度汽车交付量为21,000至22,000辆，销售额约为13亿美元。华尔街预计销售额为12亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p> For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>Yu全年对95,000次交付进行了建模。2021年上半年的交付量可能约为42,000辆，全球芯片短缺的解决将在很大程度上决定蔚来能否达到俞的数字。</blockquote></p><p> Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu将蔚来股票评级为买入，并将该股目标价定为60美元。</blockquote></p><p> The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像周三公布的福特汽车(F)季度。福特公布的销售额和盈利远好于华尔街的预期。销量低于公司内部预测，但车辆组合的改善推动了销量超出了街头预测。在芯片供应有限的情况下，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将处于该公司最初10亿至25亿美元成本指导的高端。</blockquote></p><p> Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌9.4%。蔚来第二季度的指引并不像福特那样令人惊讶。蔚来也没有全年指引。但蔚来的股价反应很难预测。</blockquote></p><p> Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的市盈率不到2022年预期市盈率的7倍。蔚来预计将在2022年实现全年盈利。更重要的是，蔚来的价值比福特高出50%左右。</blockquote></p><p> NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来的电话会议在东部时间晚上10点左右结束。芯片短缺后，分析师将问题集中在国内电动汽车竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nio-earnings-looked-a-lot-like-fords-what-to-know-51619748079?mod=hp_LATEST\">Barrons</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":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-earnings-looked-a-lot-like-fords-what-to-know-51619748079?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182494798","content_text":"Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.\nNIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.\nNIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.\nThe stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.\n“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”\nManagement called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.\nFor the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.\nYu rates NIO shares Buy and has a $60 price target for the stock.\nThe overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.\nFord stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.\nFord trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.\nNIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":184749508,"gmtCreate":1623727060904,"gmtModify":1631889909251,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184749508","repostId":"1102470114","repostType":4,"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166711006,"gmtCreate":1624024971105,"gmtModify":1631889909239,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"Hmmmmm 🤔&nbsp;","listText":"Hmmmmm 🤔&nbsp;","text":"Hmmmmm 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166711006","repostId":"1171510497","repostType":4,"repost":{"id":"1171510497","kind":"news","pubTimestamp":1624024592,"share":"https://www.laohu8.com/m/news/1171510497?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:56","market":"us","language":"en","title":"Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就COVID-19疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171510497","media":"benzinga","summary":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the c","content":"<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. The company ...</p><p><blockquote><div>阿斯利康公司(AstraZeneca Plc)声称在与欧盟的法庭诉讼中获胜，该诉讼指控该公司生产疫苗的速度不够快，从而错过了COVID-19疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就COVID-19疫苗交付延迟做出有利于阿斯利康的裁决</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\">\nCourt Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就COVID-19疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-18 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. The company ...</p><p><blockquote><div>阿斯利康公司(AstraZeneca Plc)声称在与欧盟的法庭诉讼中获胜，该诉讼指控该公司生产疫苗的速度不够快，从而错过了COVID-19疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">benzinga</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":{"AZN":"阿斯利康"},"source_url":"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171510497","content_text":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries.\nThe company had planned 120 million vaccine doses cumulatively by the end of June 2021 and 300 million doses by the end of September.\nAZN intends to deliver more than 70 million by the end of the month.\nA judge ordered delivery of 80.2M doses by the end of September.\nThe judgment also acknowledged that the company experienced substantial difficulties in producing the vaccine, which explains the delay.\nLast month, the E.U.’s lawyer had asked the court to force AZN to pay €10 per dose for each day of delay as compensation for breaching the E.U. contract.\nPrice Action: AZN shares are down 0.75% at $57.91 during the premarket trading session on the last check Friday.","news_type":1,"symbols_score_info":{"AZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896697656,"gmtCreate":1628575243075,"gmtModify":1631889909226,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","listText":"[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","text":"[Grin] [Grin] [Grin] [Grin]","images":[{"img":"https://static.tigerbbs.com/78c6b78150cdfedffb82bfabb97aed41","width":"1125","height":"2404"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896697656","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103816800,"gmtCreate":1619766112300,"gmtModify":1631889909254,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103816800","repostId":"1131566836","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155784016,"gmtCreate":1625454012835,"gmtModify":1631888969109,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>🥰","listText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>🥰","text":"$CapLand IntCom T(C38U.SI)$🥰","images":[{"img":"https://static.tigerbbs.com/c9de26529c8b34b6c6eabadb4b449061","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155784016","isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157005781,"gmtCreate":1625550695643,"gmtModify":1631889909230,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157005781","repostId":"1123392624","repostType":4,"repost":{"id":"1123392624","kind":"news","pubTimestamp":1625531264,"share":"https://www.laohu8.com/m/news/1123392624?lang=zh_CN&edition=full","pubTime":"2021-07-06 08:27","market":"us","language":"en","title":"Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长38%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123392624","media":"Reuters","summary":"Summary\n\nQ2 operating profit estimated at 11.3 trln won\nSurging chip prices, shipments boost profit\n","content":"<p><li>Summary</li> <ul>  <li>Q2 operating profit estimated at 11.3 trln won</li>  <li>Surging chip prices, shipments boost profit</li>  <li>Revenue estimated up 15.4%</li>  <li>Smartphones shipments likely fell on quarter</li> </ul> SEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.</p><p><blockquote><li>总结</li><ul><li>第二季度营业利润预计为11.3万亿韩元</li><li>芯片价格飙升出货量提振利润</li><li>收入预计增长15.4%</li><li>智能手机出货量可能环比下降</li></ul>路透首尔7月6日-三星电子有限公司(005930.KS)4月至6月季度利润可能飙升38%，这得益于强劲的芯片价格以及大流行导致的消费者对电子产品的需求以及数据中心投资的恢复。</blockquote></p><p> Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.</p><p><blockquote>根据Refinitiv SmartEstimate从20名分析师中得出的数据，这家全球最大的存储芯片和智能手机制造商的营业利润可能跃升至11.3万亿韩元（100亿美元），并向更准确的分析师加权。</blockquote></p><p> The South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.</p><p><blockquote>这家韩国科技巨头的强劲表现——尽管其智能手机出货量低于1月至3月——凸显了对芯片的巨大需求，芯片已经耗尽库存并填满了产能。</blockquote></p><p> The result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.</p><p><blockquote>这一结果将比第一季度增长20%，标志着三星自2018年以来第二季度的最高营业收入。收入可能增长15.4%。</blockquote></p><p> Samsung is scheduled to announce preliminary second-quarter results on Wednesday.</p><p><blockquote>三星定于周三公布第二季度初步业绩。</blockquote></p><p> The company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.</p><p><blockquote>分析师表示，该公司的芯片部门可能受益于超出市场预期的存储芯片价格上涨，同时出货量也有所增长。</blockquote></p><p> Prices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.</p><p><blockquote>根据研究提供商Trendforce的数据，广泛用于服务器、手机和其他计算设备的DRAM芯片的价格与3月份季度相比上涨了27%，而服务于数据存储市场的NAND闪存芯片的价格上涨了8.6%。</blockquote></p><p> Profit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.</p><p><blockquote>分析师表示，三星芯片合同制造和逻辑芯片设计业务的利润也有所改善，部分原因是遭受风暴袭击的德克萨斯州工厂的运营恢复正常。</blockquote></p><p> They estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.</p><p><blockquote>他们估计芯片部门4-6月的营业利润同比增长约22%，达到约6.6万亿韩元。</blockquote></p><p> Still, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment &amp; Securities, as sales slowed for its latest flagship model, launched in mid-January.</p><p><blockquote>尽管如此，根据Shinyoung Investment&amp;Securities的数据，由于1月中旬推出的最新旗舰机型销售放缓，三星智能手机出货量从第一季度的约7600万部降至4月至6月的约5900万部。</blockquote></p><p> Reduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.</p><p><blockquote>分析师表示，本季度受到疫情重创的印度需求减少，以及一些移动处理器芯片供应紧张，也可能影响了出货量，预计移动业务的营业利润约为2.9万亿韩元。</blockquote></p><p> ($1 = 1,129.2800 won)</p><p><blockquote>（1美元=1,129.2800韩元）</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>Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长38%</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\">\nSamsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长38%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-06 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><li>Summary</li> <ul>  <li>Q2 operating profit estimated at 11.3 trln won</li>  <li>Surging chip prices, shipments boost profit</li>  <li>Revenue estimated up 15.4%</li>  <li>Smartphones shipments likely fell on quarter</li> </ul> SEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.</p><p><blockquote><li>总结</li><ul><li>第二季度营业利润预计为11.3万亿韩元</li><li>芯片价格飙升出货量提振利润</li><li>收入预计增长15.4%</li><li>智能手机出货量可能环比下降</li></ul>路透首尔7月6日-三星电子有限公司(005930.KS)4月至6月季度利润可能飙升38%，这得益于强劲的芯片价格以及大流行导致的消费者对电子产品的需求以及数据中心投资的恢复。</blockquote></p><p> Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.</p><p><blockquote>根据Refinitiv SmartEstimate从20名分析师中得出的数据，这家全球最大的存储芯片和智能手机制造商的营业利润可能跃升至11.3万亿韩元（100亿美元），并向更准确的分析师加权。</blockquote></p><p> The South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.</p><p><blockquote>这家韩国科技巨头的强劲表现——尽管其智能手机出货量低于1月至3月——凸显了对芯片的巨大需求，芯片已经耗尽库存并填满了产能。</blockquote></p><p> The result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.</p><p><blockquote>这一结果将比第一季度增长20%，标志着三星自2018年以来第二季度的最高营业收入。收入可能增长15.4%。</blockquote></p><p> Samsung is scheduled to announce preliminary second-quarter results on Wednesday.</p><p><blockquote>三星定于周三公布第二季度初步业绩。</blockquote></p><p> The company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.</p><p><blockquote>分析师表示，该公司的芯片部门可能受益于超出市场预期的存储芯片价格上涨，同时出货量也有所增长。</blockquote></p><p> Prices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.</p><p><blockquote>根据研究提供商Trendforce的数据，广泛用于服务器、手机和其他计算设备的DRAM芯片的价格与3月份季度相比上涨了27%，而服务于数据存储市场的NAND闪存芯片的价格上涨了8.6%。</blockquote></p><p> Profit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.</p><p><blockquote>分析师表示，三星芯片合同制造和逻辑芯片设计业务的利润也有所改善，部分原因是遭受风暴袭击的德克萨斯州工厂的运营恢复正常。</blockquote></p><p> They estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.</p><p><blockquote>他们估计芯片部门4-6月的营业利润同比增长约22%，达到约6.6万亿韩元。</blockquote></p><p> Still, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment &amp; Securities, as sales slowed for its latest flagship model, launched in mid-January.</p><p><blockquote>尽管如此，根据Shinyoung Investment&amp;Securities的数据，由于1月中旬推出的最新旗舰机型销售放缓，三星智能手机出货量从第一季度的约7600万部降至4月至6月的约5900万部。</blockquote></p><p> Reduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.</p><p><blockquote>分析师表示，本季度受到疫情重创的印度需求减少，以及一些移动处理器芯片供应紧张，也可能影响了出货量，预计移动业务的营业利润约为2.9万亿韩元。</blockquote></p><p> ($1 = 1,129.2800 won)</p><p><blockquote>（1美元=1,129.2800韩元）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/retail-consumer/samsung-electronics-q2-profit-likely-up-38-strong-chip-prices-2021-07-05/\">Reuters</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.reuters.com/business/retail-consumer/samsung-electronics-q2-profit-likely-up-38-strong-chip-prices-2021-07-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123392624","content_text":"Summary\n\nQ2 operating profit estimated at 11.3 trln won\nSurging chip prices, shipments boost profit\nRevenue estimated up 15.4%\nSmartphones shipments likely fell on quarter\n\nSEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.\nOperating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.\nThe South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.\nThe result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.\nSamsung is scheduled to announce preliminary second-quarter results on Wednesday.\nThe company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.\nPrices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.\nProfit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.\nThey estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.\nStill, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment & Securities, as sales slowed for its latest flagship model, launched in mid-January.\nReduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.\n($1 = 1,129.2800 won)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161196136,"gmtCreate":1623909060025,"gmtModify":1631889909242,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"🧐","listText":"🧐","text":"🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161196136","repostId":"2144289713","repostType":4,"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161198063,"gmtCreate":1623908935852,"gmtModify":1631889909241,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161198063","repostId":"1191044253","repostType":4,"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161191319,"gmtCreate":1623908865331,"gmtModify":1631889909245,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"✔️","listText":"✔️","text":"✔️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161191319","repostId":"1162107156","repostType":4,"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184748156,"gmtCreate":1623727188875,"gmtModify":1631889909247,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997242518660","idStr":"3581997242518660"},"themes":[],"htmlText":"👌🏽💪","listText":"👌🏽💪","text":"👌🏽💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184748156","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohu8.com/m/news/1167720481?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是负面投资，而模因股票却呈爆炸式增长，这太荒谬了。</li><li>投资者有机会在苹果下一轮上涨之前买入它，而注意力已转移到追逐模因股票的快速赚钱上。</li><li>苹果有望在2021财年创造超过3000亿美元的收入和750亿美元的净利润。</li><li>最终，苹果将被投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果(AAPL)已成为负回报投资，表现落后SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021年5月，最热门的基金经理之一Ark Invest的Cathie Wood从ARK Fintech Innovation ETF(ARKF)出售了近30万股AAPL股票。据报道，ARK一度减持了AAPL的股份，以增持Coinbase(COIN)和DraftKings(DKNG)的股份。one’s ARK等主动管理型基金每天都会监督股票的买卖，并且可能会使用AAPL作为现金的替代品。苹果公司的评论褒贬不一，一些人认为它最好的日子还在前面，而另一些人则认为辉煌的日子不会重现。我认为市场正在给投资者一个机会，因为AAPL应该会在2021年下半年突破横盘格局。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对AAPL在第一季度和第二季度的井喷表现并没有留下深刻印象。苹果公司的股价非但没有在基本面的支持下上涨，反而停滞不前。作为苹果公司的多头，令人费解的是，当苹果公司为有史以来最好的一年做准备时，如此多的注意力都集中在模因股票上，而不是像苹果公司这样的公司。在阅读了最近关于MEME股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，2021年AAPL的每股收益为3.08美元，而整个2020财年的每股收益为3.31美元。苹果公司正在为许多指标上有史以来最好的一年奠定基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟花，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并把钱用在了他们的嘴上</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么AAPL如何处理其产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品供应以及他们最新的业务领域（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来进步。AAPL拥有类似邪教心态的客户的原因之一是因为AAPL不会停止创新。他们总是站在最前沿，推动技术如何改善个人日常生活的界限。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩下的现金呢？苹果公司押注于自己，并将其股票视为一种投资。自2012财年以来，AAPL已回购了价值4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，这表明高级领导层认为持有AAPL股票具有巨大价值。我记得当内部人士购买他们公司的股票时，每个人都感到兴奋的日子。对于苹果公司来说，回购股票只是一个普通的周一。苹果公司在过去十年中回购的股票数量超过了大多数公司的市值增长水平。AAPL董事会授权在其现有股票回购计划的基础上追加900亿美元，AAPL在2021年第二季度向股东返还了近230亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>2021年上半年，游戏驿站(GME)和AMC院线控股(AMC)的股价大幅上涨。不管GME和AMC为何上涨，事实是GME的回报率超过1,100%，AMC的回报率超过2,000%。任何骑过GME或AMC的人，我祝贺并向你们脱帽致敬。由于AAPL今年表现不佳，市场正受到宏伟妄想的推动，但GME和AMC却绝对大幅上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损且几乎不赚钱的公司。我知道投资AMC这样的公司可以因波动性而产生巨额回报，但我并不是在批评它。如果你能在上面赚钱，无论如何，不要让任何人妨碍你，但要小心。当你通读AMC的损益表时，你会发现他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019年，新冠疫情的影响为零，AMC创造了54.7亿美元的收入，甚至无法盈利，因为他们亏损了1.491亿美元。AMC上一季度报告的资产负债表上的股本为-23亿美元。现实情况是，AMC可以增发股票并出售以筹集资金。这将改善资产负债表并增加手头现金，从而使AMC受益。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应而被稀释并变得毫无价值。AMC可以发行股票并增强其资产负债表，但这并不能解决其盈利问题。AAPL每个季度向股东支付的股息比AMC过去十年产生的利润还要多，但AMC是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买AMC股票时，他们购买的是一家每股收益为负的公司。AMC的市盈率无法在过去12个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道AMC一直是一项技术性交易，但这并不能改变投资者为一家盈利为负的公司买单的现实。目前，标准普尔指数的平均市盈率为45.02。如果我使用AAPL在2021财年前6个月产生的每股收益3.08美元，他们的市盈率将为40.55。对于TTM，AAPL的每股收益为4.49美元，这使得其市盈率降至28.09。目前，投资者为AAPL每产生1美元的收益支付28.09美元，这对于科技行业来说很低。亚马逊(AMZN)的市盈率为62.44，微软(MSFT)为34.93，谷歌(GOOGL)为32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么向上突破是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>苹果公司拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas的收入为2010.2亿美元，毛利润为824.1亿美元，净利润为523.9亿美元。2021年，AAPL已创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入（824.1亿美元）的78.51%和2020年净利润总额（523.9亿美元）的91.25%。AAPL有望打破之前的记录，除非发生深不可测的事情，否则2021年将是AAPL有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是是什么导致了AAPL财务状况的飙升，以及它们是否可持续？部分原因是AAPL的硬件销量从iPhone 12到iPad都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，当AAPL报告Q2时，他们的iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是一年后的事了，虽然AAPL首款5G产品iPhone 12预计会带来推动力，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信AAPL将继续看到强劲的硬件销售，但这只是拼图的一部分。服务和可穿戴设备家居和配件正在成为AAPL财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务增加了65.4亿美元（16.46%），全年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），总收入达到537.7亿美元。2020年前6个月，服务已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为AAPL创造了真正的经常性收入业务部门。服务的美妙之处在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外的收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>服务正在成为AAPL的本垒打，因为它使其收入组合多元化，不再仅仅依靠实体产品构建。截至2020财年结束时，服务业在短短4年内年收入增加了294.2亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，是2020年收入的60%。AAPL有望在2021财年实现600亿美元的服务收入。展望未来，在不久的将来，服务业可能会创造1000亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>可穿戴设备家居和配件继续追随Service的脚步，因为它已成为比iPad和Mac更大的收入领域。随着苹果观察的成立，这一类别的收入从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，可穿戴家居和配件已经创造了208.1亿美元的收入，是2020年总收入的67.95%。AAPL肯定有望在2021财年从可穿戴设备家居和配件中创造超过350亿美元的收入。未来几年，AAPL有望从可穿戴设备家居和配件中创造500亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到2025财年结束时，服务很有可能会产生超过780亿美元的收入，如果两者都以10%的速度增长，可穿戴家居和配件的年收入可能会超过440亿美元。这两个类别的总收入有望超过1000亿美元，到2020年代末，这一数字可能会增长到每年1500亿美元。我对投资者没有涌入苹果公司感到震惊，更可笑的是，没有更详细地讨论对苹果公司数据的强调。当服务业收入达到1000亿美元、可穿戴家居和配件收入达到500亿美元时，AAPL未来的价值是多少？在过去的十年里，AAPL不断创新并改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>模因股票让一些投资者兴奋不已，同时也让另一群投资者摇头。除了赌博之外，我无法理解当你可以购买AAPL出售的股票时，为什么人们想要投资AMC。苹果公司本应大幅上涨，但其最近两个季度的井喷并没有起到任何作用。我相信一旦第三季度的数据公布，情况就会有所不同。我们将再次发现，AAPL继续购买数十亿美元的股票，同时报告称，在9个月内，他们创造的净利润超过了2020年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一轮上涨之前买入更多苹果公司。我是AAPL的股东，我计划在第三季度财报公布之前购买更多。</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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股还是苹果，我每次都选苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-15 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是负面投资，而模因股票却呈爆炸式增长，这太荒谬了。</li><li>投资者有机会在苹果下一轮上涨之前买入它，而注意力已转移到追逐模因股票的快速赚钱上。</li><li>苹果有望在2021财年创造超过3000亿美元的收入和750亿美元的净利润。</li><li>最终，苹果将被投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock未通过Getty Images发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果(AAPL)已成为负回报投资，表现落后SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021年5月，最热门的基金经理之一Ark Invest的Cathie Wood从ARK Fintech Innovation ETF(ARKF)出售了近30万股AAPL股票。据报道，ARK一度减持了AAPL的股份，以增持Coinbase(COIN)和DraftKings(DKNG)的股份。one’s ARK等主动管理型基金每天都会监督股票的买卖，并且可能会使用AAPL作为现金的替代品。苹果公司的评论褒贬不一，一些人认为它最好的日子还在前面，而另一些人则认为辉煌的日子不会重现。我认为市场正在给投资者一个机会，因为AAPL应该会在2021年下半年突破横盘格局。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对AAPL在第一季度和第二季度的井喷表现并没有留下深刻印象。苹果公司的股价非但没有在基本面的支持下上涨，反而停滞不前。作为苹果公司的多头，令人费解的是，当苹果公司为有史以来最好的一年做准备时，如此多的注意力都集中在模因股票上，而不是像苹果公司这样的公司。在阅读了最近关于MEME股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，2021年AAPL的每股收益为3.08美元，而整个2020财年的每股收益为3.31美元。苹果公司正在为许多指标上有史以来最好的一年奠定基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟花，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并把钱用在了他们的嘴上</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么AAPL如何处理其产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品供应以及他们最新的业务领域（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来进步。AAPL拥有类似邪教心态的客户的原因之一是因为AAPL不会停止创新。他们总是站在最前沿，推动技术如何改善个人日常生活的界限。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩下的现金呢？苹果公司押注于自己，并将其股票视为一种投资。自2012财年以来，AAPL已回购了价值4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，这表明高级领导层认为持有AAPL股票具有巨大价值。我记得当内部人士购买他们公司的股票时，每个人都感到兴奋的日子。对于苹果公司来说，回购股票只是一个普通的周一。苹果公司在过去十年中回购的股票数量超过了大多数公司的市值增长水平。AAPL董事会授权在其现有股票回购计划的基础上追加900亿美元，AAPL在2021年第二季度向股东返还了近230亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>2021年上半年，游戏驿站(GME)和AMC院线控股(AMC)的股价大幅上涨。不管GME和AMC为何上涨，事实是GME的回报率超过1,100%，AMC的回报率超过2,000%。任何骑过GME或AMC的人，我祝贺并向你们脱帽致敬。由于AAPL今年表现不佳，市场正受到宏伟妄想的推动，但GME和AMC却绝对大幅上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损且几乎不赚钱的公司。我知道投资AMC这样的公司可以因波动性而产生巨额回报，但我并不是在批评它。如果你能在上面赚钱，无论如何，不要让任何人妨碍你，但要小心。当你通读AMC的损益表时，你会发现他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019年，新冠疫情的影响为零，AMC创造了54.7亿美元的收入，甚至无法盈利，因为他们亏损了1.491亿美元。AMC上一季度报告的资产负债表上的股本为-23亿美元。现实情况是，AMC可以增发股票并出售以筹集资金。这将改善资产负债表并增加手头现金，从而使AMC受益。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应而被稀释并变得毫无价值。AMC可以发行股票并增强其资产负债表，但这并不能解决其盈利问题。AAPL每个季度向股东支付的股息比AMC过去十年产生的利润还要多，但AMC是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买AMC股票时，他们购买的是一家每股收益为负的公司。AMC的市盈率无法在过去12个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道AMC一直是一项技术性交易，但这并不能改变投资者为一家盈利为负的公司买单的现实。目前，标准普尔指数的平均市盈率为45.02。如果我使用AAPL在2021财年前6个月产生的每股收益3.08美元，他们的市盈率将为40.55。对于TTM，AAPL的每股收益为4.49美元，这使得其市盈率降至28.09。目前，投资者为AAPL每产生1美元的收益支付28.09美元，这对于科技行业来说很低。亚马逊(AMZN)的市盈率为62.44，微软(MSFT)为34.93，谷歌(GOOGL)为32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么向上突破是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>苹果公司拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas的收入为2010.2亿美元，毛利润为824.1亿美元，净利润为523.9亿美元。2021年，AAPL已创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入（824.1亿美元）的78.51%和2020年净利润总额（523.9亿美元）的91.25%。AAPL有望打破之前的记录，除非发生深不可测的事情，否则2021年将是AAPL有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是是什么导致了AAPL财务状况的飙升，以及它们是否可持续？部分原因是AAPL的硬件销量从iPhone 12到iPad都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，当AAPL报告Q2时，他们的iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是一年后的事了，虽然AAPL首款5G产品iPhone 12预计会带来推动力，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信AAPL将继续看到强劲的硬件销售，但这只是拼图的一部分。服务和可穿戴设备家居和配件正在成为AAPL财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务增加了65.4亿美元（16.46%），全年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），总收入达到537.7亿美元。2020年前6个月，服务已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为AAPL创造了真正的经常性收入业务部门。服务的美妙之处在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外的收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>服务正在成为AAPL的本垒打，因为它使其收入组合多元化，不再仅仅依靠实体产品构建。截至2020财年结束时，服务业在短短4年内年收入增加了294.2亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，是2020年收入的60%。AAPL有望在2021财年实现600亿美元的服务收入。展望未来，在不久的将来，服务业可能会创造1000亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>可穿戴设备家居和配件继续追随Service的脚步，因为它已成为比iPad和Mac更大的收入领域。随着苹果观察的成立，这一类别的收入从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，可穿戴家居和配件已经创造了208.1亿美元的收入，是2020年总收入的67.95%。AAPL肯定有望在2021财年从可穿戴设备家居和配件中创造超过350亿美元的收入。未来几年，AAPL有望从可穿戴设备家居和配件中创造500亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到2025财年结束时，服务很有可能会产生超过780亿美元的收入，如果两者都以10%的速度增长，可穿戴家居和配件的年收入可能会超过440亿美元。这两个类别的总收入有望超过1000亿美元，到2020年代末，这一数字可能会增长到每年1500亿美元。我对投资者没有涌入苹果公司感到震惊，更可笑的是，没有更详细地讨论对苹果公司数据的强调。当服务业收入达到1000亿美元、可穿戴家居和配件收入达到500亿美元时，AAPL未来的价值是多少？在过去的十年里，AAPL不断创新并改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>模因股票让一些投资者兴奋不已，同时也让另一群投资者摇头。除了赌博之外，我无法理解当你可以购买AAPL出售的股票时，为什么人们想要投资AMC。苹果公司本应大幅上涨，但其最近两个季度的井喷并没有起到任何作用。我相信一旦第三季度的数据公布，情况就会有所不同。我们将再次发现，AAPL继续购买数十亿美元的股票，同时报告称，在9个月内，他们创造的净利润超过了2020年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一轮上涨之前买入更多苹果公司。我是AAPL的股东，我计划在第三季度财报公布之前购买更多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">seekingalpha</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://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}