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Angelagurl
Follow me baby
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Angelagurl
2021-10-29
Sd
@小虎活动:[Halloween Game] Trade or Treat!
Angelagurl
2021-11-27
//
@Angelagurl
:Sd
@小虎活动:[Halloween Game] Trade or Treat!
Angelagurl
2021-09-30
Wow
@许亚鑫:芯片半导体的跟踪与研究!
Angelagurl
2021-08-30
It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊
Angelagurl
2021-08-15
Hi//
@Richmondheng
:Good
抱歉,原内容已删除
Angelagurl
2021-07-14
Gg
抱歉,原内容已删除
Angelagurl
2021-07-29
Good
抱歉,原内容已删除
Angelagurl
2021-09-22
Follow me hehe
Angelagurl
2021-07-28
Yay
Apple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote>
Angelagurl
2021-06-20
Iike and comment
抱歉,原内容已删除
去老虎APP查看更多动态
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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺,把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起,然后封装在一个管壳内,成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称,很多时候我们把集成电路和芯片混淆在一起。但严格意义上,芯片并不能完全等于集成电路,芯片是集成电路的载体,由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片,其原始材料是硅。经过一系列加工后形成硅晶圆片,也就是晶圆。 简单来说就是半导体组成集成电路,芯片是集成电路的终极形态,而晶圆是芯片的原材料。 根据摩尔定律,集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之,处理器的性能每隔两年就会翻一倍。所以随着时间流逝,芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次,为什么芯片会短缺? 一方面,晶圆量产难度大。 芯片产业链可以分为上中下游三大环节,上游是芯片原材料制造的硅片制造厂商,中游是芯片设计公司,下游就是基于上游生产的硅片,将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极,一方面栅极的宽度(14nm、7nm等)决定了电流通过时的损耗,宽度越窄,损耗越低。另一方面栅极越窄,芯片可以含有更多的晶体管,可以提升更多的性能和计算能力。 同时,最终形成的芯片体积也就越小,那么一块硅片可以切割出来的芯片也就越多,降低了整体成本。所以说纳米数越小的芯片","listText":"上周许导在录制音频的时候,分享了芯片半导体行业的一些观点:2021年9月24日市场语音跟踪,趁着国庆假期还没来,我们在多做一下这方面的功课: 本文将围绕着什么是芯片?为什么芯片会短缺?中美关系缓和对于芯片行业的影响来做研究。 首先,半导体、集成电路和芯片和晶圆的区别? 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺,把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起,然后封装在一个管壳内,成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称,很多时候我们把集成电路和芯片混淆在一起。但严格意义上,芯片并不能完全等于集成电路,芯片是集成电路的载体,由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片,其原始材料是硅。经过一系列加工后形成硅晶圆片,也就是晶圆。 简单来说就是半导体组成集成电路,芯片是集成电路的终极形态,而晶圆是芯片的原材料。 根据摩尔定律,集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之,处理器的性能每隔两年就会翻一倍。所以随着时间流逝,芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次,为什么芯片会短缺? 一方面,晶圆量产难度大。 芯片产业链可以分为上中下游三大环节,上游是芯片原材料制造的硅片制造厂商,中游是芯片设计公司,下游就是基于上游生产的硅片,将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极,一方面栅极的宽度(14nm、7nm等)决定了电流通过时的损耗,宽度越窄,损耗越低。另一方面栅极越窄,芯片可以含有更多的晶体管,可以提升更多的性能和计算能力。 同时,最终形成的芯片体积也就越小,那么一块硅片可以切割出来的芯片也就越多,降低了整体成本。所以说纳米数越小的芯片","text":"上周许导在录制音频的时候,分享了芯片半导体行业的一些观点:2021年9月24日市场语音跟踪,趁着国庆假期还没来,我们在多做一下这方面的功课: 本文将围绕着什么是芯片?为什么芯片会短缺?中美关系缓和对于芯片行业的影响来做研究。 首先,半导体、集成电路和芯片和晶圆的区别? 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺,把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起,然后封装在一个管壳内,成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称,很多时候我们把集成电路和芯片混淆在一起。但严格意义上,芯片并不能完全等于集成电路,芯片是集成电路的载体,由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片,其原始材料是硅。经过一系列加工后形成硅晶圆片,也就是晶圆。 简单来说就是半导体组成集成电路,芯片是集成电路的终极形态,而晶圆是芯片的原材料。 根据摩尔定律,集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之,处理器的性能每隔两年就会翻一倍。所以随着时间流逝,芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次,为什么芯片会短缺? 一方面,晶圆量产难度大。 芯片产业链可以分为上中下游三大环节,上游是芯片原材料制造的硅片制造厂商,中游是芯片设计公司,下游就是基于上游生产的硅片,将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极,一方面栅极的宽度(14nm、7nm等)决定了电流通过时的损耗,宽度越窄,损耗越低。另一方面栅极越窄,芯片可以含有更多的晶体管,可以提升更多的性能和计算能力。 同时,最终形成的芯片体积也就越小,那么一块硅片可以切割出来的芯片也就越多,降低了整体成本。所以说纳米数越小的芯片","images":[{"img":"https://static.tigerbbs.com/32c260725071e5bfcb41f596ae730fee","width":"554","height":"313"},{"img":"https://static.tigerbbs.com/1b076e24864dede7a19c20fa3761daa6","width":"554","height":"348"},{"img":"https://static.tigerbbs.com/fc4daa10b911ad011fad568d4e836c5f","width":"554","height":"397"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865996903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869327937,"gmtCreate":1632260884429,"gmtModify":1632801764000,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Follow me hehe","listText":"Follow me hehe","text":"Follow me hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/869327937","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860271510,"gmtCreate":1632185187930,"gmtModify":1632802246899,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860271510","repostId":"860049204","repostType":1,"repost":{"id":860049204,"gmtCreate":1632111387408,"gmtModify":1744851538639,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"By Marketwatch","htmlText":"If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?MarketWatch2021-09-20 07:52Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous namesMarketWatch photo illustration/Tesla, iStockphotoWhen Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in","listText":"If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?MarketWatch2021-09-20 07:52Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous namesMarketWatch photo illustration/Tesla, iStockphotoWhen Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in","text":"If there were a ‘Big Three’ of electric vehicle makers, who would join Tesla?MarketWatch2021-09-20 07:52Delays at young electric-vehicle companies suggest that large auto makers are best placed to challenge Tesla in the future, but the smart money is chasing less glamorous namesMarketWatch photo illustration/Tesla, iStockphotoWhen Henry Ford was reorganizing his Detroit Automobile Company into what would become the juggernaut of U.S. auto manufacturing, hundreds of other young auto makers were also starting up.One of them, the National Motor Vehicle Car Manufacturing Co, started out in Indianapolis, which boasted six automakers in 1906. National Motor even competed in and won the 1912 Indy 500. Sales boomed and it expanded production, but after a merger with Associated Motor Industries in","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860049204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885628598,"gmtCreate":1631788483414,"gmtModify":1631890122187,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885628598","repostId":"811631139","repostType":1,"repost":{"id":811631139,"gmtCreate":1630315165621,"gmtModify":1704958291019,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>What should i do ohno!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>What should i do ohno!","text":"$AMC Entertainment(AMC)$What should i do ohno!","images":[{"img":"https://static.tigerbbs.com/1f5a0534eeef62cf1526b7680df164b8","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811631139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881530117,"gmtCreate":1631358655739,"gmtModify":1631883825523,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Wow","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Wow","text":"$Apple(AAPL)$Wow","images":[{"img":"https://static.tigerbbs.com/5dc9e6868f3fe8284a55f02bf10a5d67","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881530117","isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811631139,"gmtCreate":1630315165621,"gmtModify":1704958291019,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>What should i do ohno!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>What should i do ohno!","text":"$AMC Entertainment(AMC)$What should i do ohno!","images":[{"img":"https://static.tigerbbs.com/1f5a0534eeef62cf1526b7680df164b8","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/811631139","isVote":1,"tweetType":1,"viewCount":3767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811854677,"gmtCreate":1630312225499,"gmtModify":1704958219784,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊","listText":"It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊","text":"It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/811854677","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897704903,"gmtCreate":1628983903502,"gmtModify":1631891735303,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Hi//<a href=\"https://laohu8.com/U/3583982143236135\">@Richmondheng</a>:Good","listText":"Hi//<a href=\"https://laohu8.com/U/3583982143236135\">@Richmondheng</a>:Good","text":"Hi//@Richmondheng:Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/897704903","repostId":"1190150353","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801869404,"gmtCreate":1627509482108,"gmtModify":1631891735312,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/801869404","repostId":"1190150353","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801025402,"gmtCreate":1627475272006,"gmtModify":1631891735324,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/801025402","repostId":"1145347264","repostType":4,"repost":{"id":"1145347264","kind":"news","pubTimestamp":1627475104,"share":"https://www.laohu8.com/m/news/1145347264?lang=zh_CN&edition=full","pubTime":"2021-07-28 20:25","market":"us","language":"en","title":"Apple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145347264","media":"Barrons","summary":"Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple regist","content":"<p>Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple registered nearly $40 billion of iPhone sales in its fiscal third quarter, beating Wall Street expectations by an eye-watering $5 billion.</p><p><blockquote>苹果又一个令人惊叹的季度业绩,全面超出了盈利预期。苹果第三财季iPhone销售额近400亿美元,超出华尔街预期50亿美元。</blockquote></p><p> Yet the euphoria quickly turned to disappointment for investors as Chief Financial Officer Luca Maestri said revenue growth would slow in the September quarter. The “very strong double-digit” growth, Maestri said, won’t match the 36% growth in the June quarter.</p><p><blockquote>然而,投资者的兴奋很快变成了失望,首席财务官卢卡·马埃斯特里(Luca Maestri)表示,9月份季度的收入增长将放缓。Maestri表示,“非常强劲的两位数”增长无法与6月份季度36%的增长相匹配。</blockquote></p><p> A less favorable foreign exchange impact, normalizing services growth, and supply constraints from the global chip shortage were the culprits, Apple’s finance chief said. The stock took a few bumps in after-hours trading on Wednesday as investors digested those comments.</p><p><blockquote>苹果首席财务官表示,不利的外汇影响、服务业增长正常化以及全球芯片短缺造成的供应限制是罪魁祸首。随着投资者消化这些评论,该股在周三盘后交易中出现了一些波动。</blockquote></p><p> Renowned Wedbush tech analyst Dan Ives sees it differently and said Apple’s “drop the mic” quarter was the next step in driving the stock to a $3 trillion market cap. China was the star of the show, he said, where sales grew 58% in a region key to the Apple bull thesis. The impact of the chip shortage was neutralized by iPhone and services strength, he added.</p><p><blockquote>著名的Wedbush tech分析师Dan Ives对此有不同的看法,并表示苹果的“放下麦克风”季度是推动该股市值达到3万亿美元的下一步。他说,中国是这场秀的明星,在苹果牛市论点的关键地区,中国的销售额增长了58%。他补充说,iPhone和服务实力抵消了芯片短缺的影响。</blockquote></p><p> But it’s the 5G supercycle that could be key to the continuing demand story. A significant proportion of iPhone users have not upgraded their phones in recent years, and the iPhone 13 isn’t far away.</p><p><blockquote>但5G超级周期可能是持续需求故事的关键。很大一部分iPhone用户近年来没有升级手机,iPhone 13也不远了。</blockquote></p><p> While Apple’s supply warning must not be ignored, it’s worth remembering that the company warned in April that it could take a $3 billion to $4 billion hit from the semiconductor crisis in the third quarter. Look how that turned out.</p><p><blockquote>虽然苹果的供应警告不容忽视,但值得记住的是,该公司在4月份警告称,第三季度半导体危机可能会造成30亿至40亿美元的损失。看看结果如何。</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>Apple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-28 20:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple registered nearly $40 billion of iPhone sales in its fiscal third quarter, beating Wall Street expectations by an eye-watering $5 billion.</p><p><blockquote>苹果又一个令人惊叹的季度业绩,全面超出了盈利预期。苹果第三财季iPhone销售额近400亿美元,超出华尔街预期50亿美元。</blockquote></p><p> Yet the euphoria quickly turned to disappointment for investors as Chief Financial Officer Luca Maestri said revenue growth would slow in the September quarter. The “very strong double-digit” growth, Maestri said, won’t match the 36% growth in the June quarter.</p><p><blockquote>然而,投资者的兴奋很快变成了失望,首席财务官卢卡·马埃斯特里(Luca Maestri)表示,9月份季度的收入增长将放缓。Maestri表示,“非常强劲的两位数”增长无法与6月份季度36%的增长相匹配。</blockquote></p><p> A less favorable foreign exchange impact, normalizing services growth, and supply constraints from the global chip shortage were the culprits, Apple’s finance chief said. The stock took a few bumps in after-hours trading on Wednesday as investors digested those comments.</p><p><blockquote>苹果首席财务官表示,不利的外汇影响、服务业增长正常化以及全球芯片短缺造成的供应限制是罪魁祸首。随着投资者消化这些评论,该股在周三盘后交易中出现了一些波动。</blockquote></p><p> Renowned Wedbush tech analyst Dan Ives sees it differently and said Apple’s “drop the mic” quarter was the next step in driving the stock to a $3 trillion market cap. China was the star of the show, he said, where sales grew 58% in a region key to the Apple bull thesis. The impact of the chip shortage was neutralized by iPhone and services strength, he added.</p><p><blockquote>著名的Wedbush tech分析师Dan Ives对此有不同的看法,并表示苹果的“放下麦克风”季度是推动该股市值达到3万亿美元的下一步。他说,中国是这场秀的明星,在苹果牛市论点的关键地区,中国的销售额增长了58%。他补充说,iPhone和服务实力抵消了芯片短缺的影响。</blockquote></p><p> But it’s the 5G supercycle that could be key to the continuing demand story. A significant proportion of iPhone users have not upgraded their phones in recent years, and the iPhone 13 isn’t far away.</p><p><blockquote>但5G超级周期可能是持续需求故事的关键。很大一部分iPhone用户近年来没有升级手机,iPhone 13也不远了。</blockquote></p><p> While Apple’s supply warning must not be ignored, it’s worth remembering that the company warned in April that it could take a $3 billion to $4 billion hit from the semiconductor crisis in the third quarter. Look how that turned out.</p><p><blockquote>虽然苹果的供应警告不容忽视,但值得记住的是,该公司在4月份警告称,第三季度半导体危机可能会造成30亿至40亿美元的损失。看看结果如何。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/things-to-know-today-51627467611?mod=RTA\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/things-to-know-today-51627467611?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145347264","content_text":"Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple registered nearly $40 billion of iPhone sales in its fiscal third quarter, beating Wall Street expectations by an eye-watering $5 billion.\nYet the euphoria quickly turned to disappointment for investors as Chief Financial Officer Luca Maestri said revenue growth would slow in the September quarter. The “very strong double-digit” growth, Maestri said, won’t match the 36% growth in the June quarter.\nA less favorable foreign exchange impact, normalizing services growth, and supply constraints from the global chip shortage were the culprits, Apple’s finance chief said. The stock took a few bumps in after-hours trading on Wednesday as investors digested those comments.\nRenowned Wedbush tech analyst Dan Ives sees it differently and said Apple’s “drop the mic” quarter was the next step in driving the stock to a $3 trillion market cap. China was the star of the show, he said, where sales grew 58% in a region key to the Apple bull thesis. The impact of the chip shortage was neutralized by iPhone and services strength, he added.\nBut it’s the 5G supercycle that could be key to the continuing demand story. A significant proportion of iPhone users have not upgraded their phones in recent years, and the iPhone 13 isn’t far away.\nWhile Apple’s supply warning must not be ignored, it’s worth remembering that the company warned in April that it could take a $3 billion to $4 billion hit from the semiconductor crisis in the third quarter. Look how that turned out.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801025207,"gmtCreate":1627475253209,"gmtModify":1631891735338,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"God//<a href=\"https://laohu8.com/U/3583982143236135\">@Richmondheng</a>:Gg","listText":"God//<a href=\"https://laohu8.com/U/3583982143236135\">@Richmondheng</a>:Gg","text":"God//@Richmondheng:Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801025207","repostId":"1121049362","repostType":4,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145783737,"gmtCreate":1626245865929,"gmtModify":1631891735348,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/145783737","repostId":"1121049362","repostType":4,"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148841516,"gmtCreate":1625968990335,"gmtModify":1631891735358,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148841516","repostId":"1176789091","repostType":4,"repost":{"id":"1176789091","kind":"news","pubTimestamp":1625966668,"share":"https://www.laohu8.com/m/news/1176789091?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:24","market":"us","language":"en","title":"Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176789091","media":"TheStreet","summary":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nTh","content":"<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为,iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止,我们已经讨论了(1)华尔街对收入和盈利的预期,以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天,我们将讨论苹果在2021年第三财年最成功的产品类别:iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变(也称为“呆在家里”趋势)的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升:自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先,越来越明显的是,即使新冠肺炎危机即将结束,消费者也不会恢复旧的消费习惯。因此,我认为没有理由怀疑iPad的销量这次将再次令人印象深刻,尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示,自2017年左右以来,苹果已经能够重新点燃对其平板电脑的需求。即使在2019年,在疫情颠覆世界之前,iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说,平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步,使iPad等产品能够更好地取代个人电脑(更大的存储空间、更好的图形、更快的处理器速度)甚至智能手机(更广泛的屏幕尺寸、更好的摄像头、5G功能的引入)。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子,Research and Markets认为,到2023年,整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比,这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后,苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先,该公司有能力管理其供应链,这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且,苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费,这对苹果的顶级平板电脑来说可能是个好兆头。事实上,iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布,整个iPad系列(除了不太相关的迷你版本)今天只有大约九个月的历史。凭借强大的产品组合,iPad很可能成为苹果第三财季财报日最耀眼的明星。</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>Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗?</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\">\nCould The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-11 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为,iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止,我们已经讨论了(1)华尔街对收入和盈利的预期,以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天,我们将讨论苹果在2021年第三财年最成功的产品类别:iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变(也称为“呆在家里”趋势)的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升:自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先,越来越明显的是,即使新冠肺炎危机即将结束,消费者也不会恢复旧的消费习惯。因此,我认为没有理由怀疑iPad的销量这次将再次令人印象深刻,尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示,自2017年左右以来,苹果已经能够重新点燃对其平板电脑的需求。即使在2019年,在疫情颠覆世界之前,iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说,平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步,使iPad等产品能够更好地取代个人电脑(更大的存储空间、更好的图形、更快的处理器速度)甚至智能手机(更广泛的屏幕尺寸、更好的摄像头、5G功能的引入)。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子,Research and Markets认为,到2023年,整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比,这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后,苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先,该公司有能力管理其供应链,这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且,苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费,这对苹果的顶级平板电脑来说可能是个好兆头。事实上,iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布,整个iPad系列(除了不太相关的迷你版本)今天只有大约九个月的历史。凭借强大的产品组合,iPad很可能成为苹果第三财季财报日最耀眼的明星。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176789091","content_text":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nThe Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.\nToday, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.\nFigure 1: The latest iPad Pro model.\nThe 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.\nFor starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.\nBut the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.\nFigure 2: iPad revenue in millions U.S dollars.\nThe rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).\nCase in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.\nLastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.\nBut also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.\nWith the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148036227,"gmtCreate":1625898286069,"gmtModify":1631891735371,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Okays","listText":"Okays","text":"Okays","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148036227","repostId":"1138077902","repostType":4,"repost":{"id":"1138077902","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625883154,"share":"https://www.laohu8.com/m/news/1138077902?lang=zh_CN&edition=full","pubTime":"2021-07-10 10:12","market":"us","language":"en","title":"China has prohibited the merger of HuYa and DouYu<blockquote>中国禁止虎牙和斗鱼合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138077902","media":"Tiger Newspress","summary":"The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.On January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.Tencent responded that the company will seriously abide by the review","content":"<p>The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.</p><p><blockquote>中国国家市场监督管理总局禁止虎牙和斗鱼合并。</blockquote></p><p> On January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.</p><p><blockquote>2021年1月4日,国家市场监督管理总局对腾讯控股控股有限公司申报的虎牙公司与斗鱼国际控股有限公司合并一案依法进行了经营者集中反垄断审查。</blockquote></p><p> According to the anti monopoly law, the State Administration of market supervision comprehensively analyzes and evaluates the market share of the operators participating in the concentration in the relevant market and their control over the market, the degree of market concentration, the impact of concentration on market entry and technological progress, the impact of concentration on consumers and other relevant operators, as well as the effectiveness of the additional restrictive commitment scheme proposed by Tencent. During the review process, the State Administration of market supervision extensively solicited opinions from relevant government departments, industry associations, experts and scholars, competitors in the same industry and downstream customers, and listened to Tencent's opinions for many times.</p><p><blockquote>市场监管总局依据《反垄断法》,综合分析评估参与集中的经营者在相关市场的市场份额及其对市场的控制力、市场集中程度、集中对市场进入和技术进步的影响、集中对消费者和其他相关经营者的影响,以及腾讯控股提出的附加限制性承诺方案的有效性。在评审过程中,市场监管总局广泛征求了政府有关部门、行业协会、专家学者、同行业竞争对手和下游客户的意见,并多次听取了腾讯控股的意见。</blockquote></p><p> The review shows that the relevant market of this case is the online game operation service market and the live game market in China. Tencent's market share in the upstream online game operation service exceeds 40%, ranking first; Tiger teeth and fighting fish have more than 40% and 30% of the downstream live game market shares respectively, ranking first and second, with a total of more than 70%. At present, Tencent has separate control over tiger tooth and joint control over Betta. For example, the merger of tiger tooth and Betta will make Tencent control the merged entity separately, further strengthen Tencent's dominant position in the live game market, and enable Tencent to have the ability and motivation to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of excluding and limiting competition, which is not conducive to fair competition in the market and may damage the interests of consumers, It is not conducive to the healthy and sustainable development of online games and live game market. After evaluation, Tencent's proposal of additional restrictive conditions commitment can not effectively solve the above competition concerns.</p><p><blockquote>审查显示,本案相关市场为我国网络游戏运营服务市场和游戏直播市场。腾讯控股在上游网络游戏运营服务市场份额超过40%,排名第一;虎牙和斗鱼在下游游戏直播市场份额分别超过40%和30%,排名第一和第二,合计超过70%。目前,腾讯控股对虎牙分别控制,对斗鱼共同控制。例如,虎牙和斗鱼的合并将使腾讯控股单独控制合并后的主体,进一步强化腾讯控股在游戏直播市场的主导地位,使腾讯控股有能力和动力在上下游市场实施闭环管理和双向垂直封锁,具有或可能具有排除、限制竞争的效果,不利于市场公平竞争,可能损害消费者利益,不利于网络游戏和游戏直播市场的健康持续发展。经评估,腾讯控股提出的附加限制性条件承诺不能有效解决上述竞争关切。</blockquote></p><p> According to Article 28 of the anti monopoly law and Article 35 of the Interim Provisions on the examination of business concentration, the State Administration of market supervision has decided to prohibit such business concentration according to law.</p><p><blockquote>根据《反垄断法》第二十八条、《经营者集中审查暂行规定》第三十五条的规定,国家市场监管总局依法决定禁止该等经营者集中。</blockquote></p><p> Tencent responded that the company will seriously abide by the review decision, actively cooperate with regulatory requirements, operate in accordance with the law and fulfill its social responsibilities.</p><p><blockquote>腾讯控股回应称,公司将认真遵守审查决定,积极配合监管要求,依法经营,履行社会责任。</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>China has prohibited the merger of HuYa and DouYu<blockquote>中国禁止虎牙和斗鱼合并</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; 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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\">\nChina has prohibited the merger of HuYa and DouYu<blockquote>中国禁止虎牙和斗鱼合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-10 10:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.</p><p><blockquote>中国国家市场监督管理总局禁止虎牙和斗鱼合并。</blockquote></p><p> On January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.</p><p><blockquote>2021年1月4日,国家市场监督管理总局对腾讯控股控股有限公司申报的虎牙公司与斗鱼国际控股有限公司合并一案依法进行了经营者集中反垄断审查。</blockquote></p><p> According to the anti monopoly law, the State Administration of market supervision comprehensively analyzes and evaluates the market share of the operators participating in the concentration in the relevant market and their control over the market, the degree of market concentration, the impact of concentration on market entry and technological progress, the impact of concentration on consumers and other relevant operators, as well as the effectiveness of the additional restrictive commitment scheme proposed by Tencent. During the review process, the State Administration of market supervision extensively solicited opinions from relevant government departments, industry associations, experts and scholars, competitors in the same industry and downstream customers, and listened to Tencent's opinions for many times.</p><p><blockquote>市场监管总局依据《反垄断法》,综合分析评估参与集中的经营者在相关市场的市场份额及其对市场的控制力、市场集中程度、集中对市场进入和技术进步的影响、集中对消费者和其他相关经营者的影响,以及腾讯控股提出的附加限制性承诺方案的有效性。在评审过程中,市场监管总局广泛征求了政府有关部门、行业协会、专家学者、同行业竞争对手和下游客户的意见,并多次听取了腾讯控股的意见。</blockquote></p><p> The review shows that the relevant market of this case is the online game operation service market and the live game market in China. Tencent's market share in the upstream online game operation service exceeds 40%, ranking first; Tiger teeth and fighting fish have more than 40% and 30% of the downstream live game market shares respectively, ranking first and second, with a total of more than 70%. At present, Tencent has separate control over tiger tooth and joint control over Betta. For example, the merger of tiger tooth and Betta will make Tencent control the merged entity separately, further strengthen Tencent's dominant position in the live game market, and enable Tencent to have the ability and motivation to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of excluding and limiting competition, which is not conducive to fair competition in the market and may damage the interests of consumers, It is not conducive to the healthy and sustainable development of online games and live game market. After evaluation, Tencent's proposal of additional restrictive conditions commitment can not effectively solve the above competition concerns.</p><p><blockquote>审查显示,本案相关市场为我国网络游戏运营服务市场和游戏直播市场。腾讯控股在上游网络游戏运营服务市场份额超过40%,排名第一;虎牙和斗鱼在下游游戏直播市场份额分别超过40%和30%,排名第一和第二,合计超过70%。目前,腾讯控股对虎牙分别控制,对斗鱼共同控制。例如,虎牙和斗鱼的合并将使腾讯控股单独控制合并后的主体,进一步强化腾讯控股在游戏直播市场的主导地位,使腾讯控股有能力和动力在上下游市场实施闭环管理和双向垂直封锁,具有或可能具有排除、限制竞争的效果,不利于市场公平竞争,可能损害消费者利益,不利于网络游戏和游戏直播市场的健康持续发展。经评估,腾讯控股提出的附加限制性条件承诺不能有效解决上述竞争关切。</blockquote></p><p> According to Article 28 of the anti monopoly law and Article 35 of the Interim Provisions on the examination of business concentration, the State Administration of market supervision has decided to prohibit such business concentration according to law.</p><p><blockquote>根据《反垄断法》第二十八条、《经营者集中审查暂行规定》第三十五条的规定,国家市场监管总局依法决定禁止该等经营者集中。</blockquote></p><p> Tencent responded that the company will seriously abide by the review decision, actively cooperate with regulatory requirements, operate in accordance with the law and fulfill its social responsibilities.</p><p><blockquote>腾讯控股回应称,公司将认真遵守审查决定,积极配合监管要求,依法经营,履行社会责任。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HUYA":"虎牙","00700":"腾讯控股","DOYU":"斗鱼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138077902","content_text":"The State Administration of market supervision of China has prohibited the merger of HuYa and DouYu.\nOn January 4, 2021, the State Administration of market supervision of the people's Republic of China conducted an anti-monopoly examination on the concentration of business operators in accordance with the law in the merger case of tiger tooth company and Betta International Holding Co., Ltd. declared by Tencent Holding Co., Ltd.\nAccording to the anti monopoly law, the State Administration of market supervision comprehensively analyzes and evaluates the market share of the operators participating in the concentration in the relevant market and their control over the market, the degree of market concentration, the impact of concentration on market entry and technological progress, the impact of concentration on consumers and other relevant operators, as well as the effectiveness of the additional restrictive commitment scheme proposed by Tencent. During the review process, the State Administration of market supervision extensively solicited opinions from relevant government departments, industry associations, experts and scholars, competitors in the same industry and downstream customers, and listened to Tencent's opinions for many times.\nThe review shows that the relevant market of this case is the online game operation service market and the live game market in China. Tencent's market share in the upstream online game operation service exceeds 40%, ranking first; Tiger teeth and fighting fish have more than 40% and 30% of the downstream live game market shares respectively, ranking first and second, with a total of more than 70%. At present, Tencent has separate control over tiger tooth and joint control over Betta. For example, the merger of tiger tooth and Betta will make Tencent control the merged entity separately, further strengthen Tencent's dominant position in the live game market, and enable Tencent to have the ability and motivation to implement closed-loop management and two-way vertical blockade in the upstream and downstream markets, which has or may have the effect of excluding and limiting competition, which is not conducive to fair competition in the market and may damage the interests of consumers, It is not conducive to the healthy and sustainable development of online games and live game market. After evaluation, Tencent's proposal of additional restrictive conditions commitment can not effectively solve the above competition concerns.\nAccording to Article 28 of the anti monopoly law and Article 35 of the Interim Provisions on the examination of business concentration, the State Administration of market supervision has decided to prohibit such business concentration according to law.\nTencent responded that the company will seriously abide by the review decision, actively cooperate with regulatory requirements, operate in accordance with the law and fulfill its social responsibilities.","news_type":1,"symbols_score_info":{"HUYA":0.9,"DOYU":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148036337,"gmtCreate":1625898261829,"gmtModify":1631891735387,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148036337","repostId":"2150053623","repostType":4,"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143125406,"gmtCreate":1625783913205,"gmtModify":1631891735396,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583982143236135","authorIdStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Dead","listText":"Dead","text":"Dead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143125406","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":857385117,"gmtCreate":1635508784080,"gmtModify":1635508784296,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Sd","listText":"Sd","text":"Sd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/857385117","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600994236,"gmtCreate":1638028772155,"gmtModify":1638028772264,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3583982143236135\">@Angelagurl</a>:Sd","listText":"//<a href=\"https://laohu8.com/U/3583982143236135\">@Angelagurl</a>:Sd","text":"//@Angelagurl:Sd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/600994236","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865615817,"gmtCreate":1632974834186,"gmtModify":1632974834392,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/865615817","repostId":"865996903","repostType":1,"repost":{"id":865996903,"gmtCreate":1632928704001,"gmtModify":1636601625405,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"芯片半导体的跟踪与研究!","htmlText":"上周许导在录制音频的时候,分享了芯片半导体行业的一些观点:2021年9月24日市场语音跟踪,趁着国庆假期还没来,我们在多做一下这方面的功课: 本文将围绕着什么是芯片?为什么芯片会短缺?中美关系缓和对于芯片行业的影响来做研究。 首先,半导体、集成电路和芯片和晶圆的区别? 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺,把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起,然后封装在一个管壳内,成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称,很多时候我们把集成电路和芯片混淆在一起。但严格意义上,芯片并不能完全等于集成电路,芯片是集成电路的载体,由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片,其原始材料是硅。经过一系列加工后形成硅晶圆片,也就是晶圆。 简单来说就是半导体组成集成电路,芯片是集成电路的终极形态,而晶圆是芯片的原材料。 根据摩尔定律,集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之,处理器的性能每隔两年就会翻一倍。所以随着时间流逝,芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次,为什么芯片会短缺? 一方面,晶圆量产难度大。 芯片产业链可以分为上中下游三大环节,上游是芯片原材料制造的硅片制造厂商,中游是芯片设计公司,下游就是基于上游生产的硅片,将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极,一方面栅极的宽度(14nm、7nm等)决定了电流通过时的损耗,宽度越窄,损耗越低。另一方面栅极越窄,芯片可以含有更多的晶体管,可以提升更多的性能和计算能力。 同时,最终形成的芯片体积也就越小,那么一块硅片可以切割出来的芯片也就越多,降低了整体成本。所以说纳米数越小的芯片","listText":"上周许导在录制音频的时候,分享了芯片半导体行业的一些观点:2021年9月24日市场语音跟踪,趁着国庆假期还没来,我们在多做一下这方面的功课: 本文将围绕着什么是芯片?为什么芯片会短缺?中美关系缓和对于芯片行业的影响来做研究。 首先,半导体、集成电路和芯片和晶圆的区别? 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺,把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起,然后封装在一个管壳内,成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称,很多时候我们把集成电路和芯片混淆在一起。但严格意义上,芯片并不能完全等于集成电路,芯片是集成电路的载体,由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片,其原始材料是硅。经过一系列加工后形成硅晶圆片,也就是晶圆。 简单来说就是半导体组成集成电路,芯片是集成电路的终极形态,而晶圆是芯片的原材料。 根据摩尔定律,集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之,处理器的性能每隔两年就会翻一倍。所以随着时间流逝,芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次,为什么芯片会短缺? 一方面,晶圆量产难度大。 芯片产业链可以分为上中下游三大环节,上游是芯片原材料制造的硅片制造厂商,中游是芯片设计公司,下游就是基于上游生产的硅片,将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极,一方面栅极的宽度(14nm、7nm等)决定了电流通过时的损耗,宽度越窄,损耗越低。另一方面栅极越窄,芯片可以含有更多的晶体管,可以提升更多的性能和计算能力。 同时,最终形成的芯片体积也就越小,那么一块硅片可以切割出来的芯片也就越多,降低了整体成本。所以说纳米数越小的芯片","text":"上周许导在录制音频的时候,分享了芯片半导体行业的一些观点:2021年9月24日市场语音跟踪,趁着国庆假期还没来,我们在多做一下这方面的功课: 本文将围绕着什么是芯片?为什么芯片会短缺?中美关系缓和对于芯片行业的影响来做研究。 首先,半导体、集成电路和芯片和晶圆的区别? 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺,把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起,然后封装在一个管壳内,成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称,很多时候我们把集成电路和芯片混淆在一起。但严格意义上,芯片并不能完全等于集成电路,芯片是集成电路的载体,由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片,其原始材料是硅。经过一系列加工后形成硅晶圆片,也就是晶圆。 简单来说就是半导体组成集成电路,芯片是集成电路的终极形态,而晶圆是芯片的原材料。 根据摩尔定律,集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之,处理器的性能每隔两年就会翻一倍。所以随着时间流逝,芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次,为什么芯片会短缺? 一方面,晶圆量产难度大。 芯片产业链可以分为上中下游三大环节,上游是芯片原材料制造的硅片制造厂商,中游是芯片设计公司,下游就是基于上游生产的硅片,将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极,一方面栅极的宽度(14nm、7nm等)决定了电流通过时的损耗,宽度越窄,损耗越低。另一方面栅极越窄,芯片可以含有更多的晶体管,可以提升更多的性能和计算能力。 同时,最终形成的芯片体积也就越小,那么一块硅片可以切割出来的芯片也就越多,降低了整体成本。所以说纳米数越小的芯片","images":[{"img":"https://static.tigerbbs.com/32c260725071e5bfcb41f596ae730fee","width":"554","height":"313"},{"img":"https://static.tigerbbs.com/1b076e24864dede7a19c20fa3761daa6","width":"554","height":"348"},{"img":"https://static.tigerbbs.com/fc4daa10b911ad011fad568d4e836c5f","width":"554","height":"397"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865996903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811854677,"gmtCreate":1630312225499,"gmtModify":1704958219784,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊","listText":"It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊","text":"It is almost time to say Good Bye to Capitaland as it transitions to be privatised and say Hello to Capitaland Investment. As a going away present investors will get some cash and new shares in CLI🎊🎉🍾🎉🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/811854677","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897704903,"gmtCreate":1628983903502,"gmtModify":1631891735303,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Hi//<a href=\"https://laohu8.com/U/3583982143236135\">@Richmondheng</a>:Good","listText":"Hi//<a href=\"https://laohu8.com/U/3583982143236135\">@Richmondheng</a>:Good","text":"Hi//@Richmondheng:Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/897704903","repostId":"1190150353","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145783737,"gmtCreate":1626245865929,"gmtModify":1631891735348,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/145783737","repostId":"1121049362","repostType":4,"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801869404,"gmtCreate":1627509482108,"gmtModify":1631891735312,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/801869404","repostId":"1190150353","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869327937,"gmtCreate":1632260884429,"gmtModify":1632801764000,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Follow me hehe","listText":"Follow me hehe","text":"Follow me hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/869327937","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801025402,"gmtCreate":1627475272006,"gmtModify":1631891735324,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/801025402","repostId":"1145347264","repostType":4,"repost":{"id":"1145347264","kind":"news","pubTimestamp":1627475104,"share":"https://www.laohu8.com/m/news/1145347264?lang=zh_CN&edition=full","pubTime":"2021-07-28 20:25","market":"us","language":"en","title":"Apple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145347264","media":"Barrons","summary":"Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple regist","content":"<p>Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple registered nearly $40 billion of iPhone sales in its fiscal third quarter, beating Wall Street expectations by an eye-watering $5 billion.</p><p><blockquote>苹果又一个令人惊叹的季度业绩,全面超出了盈利预期。苹果第三财季iPhone销售额近400亿美元,超出华尔街预期50亿美元。</blockquote></p><p> Yet the euphoria quickly turned to disappointment for investors as Chief Financial Officer Luca Maestri said revenue growth would slow in the September quarter. The “very strong double-digit” growth, Maestri said, won’t match the 36% growth in the June quarter.</p><p><blockquote>然而,投资者的兴奋很快变成了失望,首席财务官卢卡·马埃斯特里(Luca Maestri)表示,9月份季度的收入增长将放缓。Maestri表示,“非常强劲的两位数”增长无法与6月份季度36%的增长相匹配。</blockquote></p><p> A less favorable foreign exchange impact, normalizing services growth, and supply constraints from the global chip shortage were the culprits, Apple’s finance chief said. The stock took a few bumps in after-hours trading on Wednesday as investors digested those comments.</p><p><blockquote>苹果首席财务官表示,不利的外汇影响、服务业增长正常化以及全球芯片短缺造成的供应限制是罪魁祸首。随着投资者消化这些评论,该股在周三盘后交易中出现了一些波动。</blockquote></p><p> Renowned Wedbush tech analyst Dan Ives sees it differently and said Apple’s “drop the mic” quarter was the next step in driving the stock to a $3 trillion market cap. China was the star of the show, he said, where sales grew 58% in a region key to the Apple bull thesis. The impact of the chip shortage was neutralized by iPhone and services strength, he added.</p><p><blockquote>著名的Wedbush tech分析师Dan Ives对此有不同的看法,并表示苹果的“放下麦克风”季度是推动该股市值达到3万亿美元的下一步。他说,中国是这场秀的明星,在苹果牛市论点的关键地区,中国的销售额增长了58%。他补充说,iPhone和服务实力抵消了芯片短缺的影响。</blockquote></p><p> But it’s the 5G supercycle that could be key to the continuing demand story. A significant proportion of iPhone users have not upgraded their phones in recent years, and the iPhone 13 isn’t far away.</p><p><blockquote>但5G超级周期可能是持续需求故事的关键。很大一部分iPhone用户近年来没有升级手机,iPhone 13也不远了。</blockquote></p><p> While Apple’s supply warning must not be ignored, it’s worth remembering that the company warned in April that it could take a $3 billion to $4 billion hit from the semiconductor crisis in the third quarter. Look how that turned out.</p><p><blockquote>虽然苹果的供应警告不容忽视,但值得记住的是,该公司在4月份警告称,第三季度半导体危机可能会造成30亿至40亿美元的损失。看看结果如何。</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>Apple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Under Pressure. There’s a Silver Lining.<blockquote>苹果股票面临压力。还有一线希望。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-28 20:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple registered nearly $40 billion of iPhone sales in its fiscal third quarter, beating Wall Street expectations by an eye-watering $5 billion.</p><p><blockquote>苹果又一个令人惊叹的季度业绩,全面超出了盈利预期。苹果第三财季iPhone销售额近400亿美元,超出华尔街预期50亿美元。</blockquote></p><p> Yet the euphoria quickly turned to disappointment for investors as Chief Financial Officer Luca Maestri said revenue growth would slow in the September quarter. The “very strong double-digit” growth, Maestri said, won’t match the 36% growth in the June quarter.</p><p><blockquote>然而,投资者的兴奋很快变成了失望,首席财务官卢卡·马埃斯特里(Luca Maestri)表示,9月份季度的收入增长将放缓。Maestri表示,“非常强劲的两位数”增长无法与6月份季度36%的增长相匹配。</blockquote></p><p> A less favorable foreign exchange impact, normalizing services growth, and supply constraints from the global chip shortage were the culprits, Apple’s finance chief said. The stock took a few bumps in after-hours trading on Wednesday as investors digested those comments.</p><p><blockquote>苹果首席财务官表示,不利的外汇影响、服务业增长正常化以及全球芯片短缺造成的供应限制是罪魁祸首。随着投资者消化这些评论,该股在周三盘后交易中出现了一些波动。</blockquote></p><p> Renowned Wedbush tech analyst Dan Ives sees it differently and said Apple’s “drop the mic” quarter was the next step in driving the stock to a $3 trillion market cap. China was the star of the show, he said, where sales grew 58% in a region key to the Apple bull thesis. The impact of the chip shortage was neutralized by iPhone and services strength, he added.</p><p><blockquote>著名的Wedbush tech分析师Dan Ives对此有不同的看法,并表示苹果的“放下麦克风”季度是推动该股市值达到3万亿美元的下一步。他说,中国是这场秀的明星,在苹果牛市论点的关键地区,中国的销售额增长了58%。他补充说,iPhone和服务实力抵消了芯片短缺的影响。</blockquote></p><p> But it’s the 5G supercycle that could be key to the continuing demand story. A significant proportion of iPhone users have not upgraded their phones in recent years, and the iPhone 13 isn’t far away.</p><p><blockquote>但5G超级周期可能是持续需求故事的关键。很大一部分iPhone用户近年来没有升级手机,iPhone 13也不远了。</blockquote></p><p> While Apple’s supply warning must not be ignored, it’s worth remembering that the company warned in April that it could take a $3 billion to $4 billion hit from the semiconductor crisis in the third quarter. Look how that turned out.</p><p><blockquote>虽然苹果的供应警告不容忽视,但值得记住的是,该公司在4月份警告称,第三季度半导体危机可能会造成30亿至40亿美元的损失。看看结果如何。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/things-to-know-today-51627467611?mod=RTA\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/things-to-know-today-51627467611?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145347264","content_text":"Apple delivered another stunning quarter, crushing earnings estimates across the board. Apple registered nearly $40 billion of iPhone sales in its fiscal third quarter, beating Wall Street expectations by an eye-watering $5 billion.\nYet the euphoria quickly turned to disappointment for investors as Chief Financial Officer Luca Maestri said revenue growth would slow in the September quarter. The “very strong double-digit” growth, Maestri said, won’t match the 36% growth in the June quarter.\nA less favorable foreign exchange impact, normalizing services growth, and supply constraints from the global chip shortage were the culprits, Apple’s finance chief said. The stock took a few bumps in after-hours trading on Wednesday as investors digested those comments.\nRenowned Wedbush tech analyst Dan Ives sees it differently and said Apple’s “drop the mic” quarter was the next step in driving the stock to a $3 trillion market cap. China was the star of the show, he said, where sales grew 58% in a region key to the Apple bull thesis. The impact of the chip shortage was neutralized by iPhone and services strength, he added.\nBut it’s the 5G supercycle that could be key to the continuing demand story. A significant proportion of iPhone users have not upgraded their phones in recent years, and the iPhone 13 isn’t far away.\nWhile Apple’s supply warning must not be ignored, it’s worth remembering that the company warned in April that it could take a $3 billion to $4 billion hit from the semiconductor crisis in the third quarter. Look how that turned out.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165496966,"gmtCreate":1624154387055,"gmtModify":1634010222219,"author":{"id":"3583982143236135","authorId":"3583982143236135","name":"Angelagurl","avatar":"https://static.tigerbbs.com/7a846cc2f94b03a16411fa9df8f8c9c2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583982143236135","idStr":"3583982143236135"},"themes":[],"title":"","htmlText":"Iike and comment","listText":"Iike and comment","text":"Iike and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/165496966","repostId":"1126454279","repostType":2,"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}