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RICHSG2021

RICHSG2021

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2021-12-19

Good analysis

Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>

2021-12-19

Good analysis

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2021-10-30

$Etsy(ETSY)$I shared a couple of mo ths ago. Speciality ecommerce.

2021-10-21

$Etsy(ETSY)$Back towards new highs

2021-10-08

Its about time. And time to accumulate good ones.

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2021-10-08

$NVIDIA Corp(NVDA)$Solid long term bet

2021-08-10

$Etsy(ETSY)$Speciality ecom pick..

2021-07-30

Next wave of ecom is speciality retail marketplaces.

2021-07-29

Good results.

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2021-07-29

Single shot vaccine will be a big boost

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2021-07-29

Memory demand will continue to rise. Buy the dip.

2021-07-29

Good perspective.

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2021-07-28

Buy ASML

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2021-07-28

Book profit

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去老虎APP查看更多动态

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htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699546267","repostId":"1156618758","repostType":4,"repost":{"id":"1156618758","kind":"news","pubTimestamp":1639807675,"share":"https://www.laohu8.com/m/news/1156618758?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:07","market":"us","language":"en","title":"Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156618758","media":"Seeking Alpha","summary":"Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that A","content":"<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>在有报道称美国银行正在为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在寻求内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote></p><p> Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p><p><blockquote>分析师Vivek Arya将Broadcom(AVGO)评级为买入，目标价为750美元，将Skyworks(SWKS)评级为中性，目标价为190美元，他指出，两家公司对苹果(AAPL)都有很大的敞口，其中Broadcom持有20%，Skyworks持有59%，但行业检查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是为了其开发自己的5G调制解调器的计划，这将损害高通（纳斯达克股票代码：QCOM），而不是博通或Skyworks。</blockquote></p><p> Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p><p><blockquote>Skyworks(SWKS)周四下跌超过8%，收于146.39美元，周五又下跌1%。博通下跌3%，收于620.68美元，周五小幅走低。</blockquote></p><p> Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p><p><blockquote>Arya指出，博通(AVGO)与苹果(AAPL)签订了一份价值150亿美元的合同，该合同将持续到2023年，所有射频设计并非“生来平等”。他补充说，射频设计是一项“非常广泛的能力”，这需要智能手机各种用例的经验，包括Arya认为报告中谈到的收发器。</blockquote></p><p> Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p><p><blockquote>苹果(AAPL)从Broadcom(AVGO)、Skyworks(SWKS)、Qorvo（纳斯达克股票代码：QRVO）和高通(QCOM)购买射频前端零件，包括放大器、滤波器和开关，“我们没有听说苹果有任何计划将这些需要非常具体配方、知识产权和特殊材料/晶圆厂的零件内化，”分析师补充道。</blockquote></p><p> Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p><p><blockquote>苹果(AAPL)还从博通(AVGO)获得Wi-Fi和蓝牙芯片，从Skyworks获得射频前端，这位分析师表示，据他所知，“苹果目前没有计划外包这些芯片”，尽管他承认低端苹果手表为此使用了苹果自己的一些芯片。</blockquote></p><p> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p><p><blockquote>周四，高盛表示，苹果(AAPL)iPhone供应正在好转，与需求更加一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBroadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 14:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>在有报道称美国银行正在为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在寻求内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote></p><p> Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p><p><blockquote>分析师Vivek Arya将Broadcom(AVGO)评级为买入，目标价为750美元，将Skyworks(SWKS)评级为中性，目标价为190美元，他指出，两家公司对苹果(AAPL)都有很大的敞口，其中Broadcom持有20%，Skyworks持有59%，但行业检查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是为了其开发自己的5G调制解调器的计划，这将损害高通（纳斯达克股票代码：QCOM），而不是博通或Skyworks。</blockquote></p><p> Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p><p><blockquote>Skyworks(SWKS)周四下跌超过8%，收于146.39美元，周五又下跌1%。博通下跌3%，收于620.68美元，周五小幅走低。</blockquote></p><p> Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p><p><blockquote>Arya指出，博通(AVGO)与苹果(AAPL)签订了一份价值150亿美元的合同，该合同将持续到2023年，所有射频设计并非“生来平等”。他补充说，射频设计是一项“非常广泛的能力”，这需要智能手机各种用例的经验，包括Arya认为报告中谈到的收发器。</blockquote></p><p> Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p><p><blockquote>苹果(AAPL)从Broadcom(AVGO)、Skyworks(SWKS)、Qorvo（纳斯达克股票代码：QRVO）和高通(QCOM)购买射频前端零件，包括放大器、滤波器和开关，“我们没有听说苹果有任何计划将这些需要非常具体配方、知识产权和特殊材料/晶圆厂的零件内化，”分析师补充道。</blockquote></p><p> Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p><p><blockquote>苹果(AAPL)还从博通(AVGO)获得Wi-Fi和蓝牙芯片，从Skyworks获得射频前端，这位分析师表示，据他所知，“苹果目前没有计划外包这些芯片”，尽管他承认低端苹果手表为此使用了苹果自己的一些芯片。</blockquote></p><p> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p><p><blockquote>周四，高盛表示，苹果(AAPL)iPhone供应正在好转，与需求更加一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Seeking Alpha</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","SWKS":"思佳讯","AVGO":"博通"},"source_url":"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156618758","content_text":"Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that Apple  is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.\nAnalyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.\nSkyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.\nArya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.\nApple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.\nApple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.\nOn Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.","news_type":1,"symbols_score_info":{"SWKS":0.9,"AAPL":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699546398,"gmtCreate":1639865087805,"gmtModify":1639865087805,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699546398","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840937579,"gmtCreate":1635574020416,"gmtModify":1635574020416,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>I shared a couple of mo ths ago. 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And time to accumulate good ones.&nbsp;","listText":"Its about time. And time to accumulate good ones.&nbsp;","text":"Its about time. And time to accumulate good ones.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823262033","repostId":"1122483864","repostType":4,"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823266794,"gmtCreate":1633640184719,"gmtModify":1633640184860,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Solid long term bet","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Solid long term bet","text":"$NVIDIA Corp(NVDA)$Solid long term 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results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801743283","repostId":"2155970840","repostType":4,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801749298,"gmtCreate":1627537937514,"gmtModify":1633763990477,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Single shot vaccine will be a big boost","listText":"Single shot vaccine will be a big boost","text":"Single shot vaccine will be a big boost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801749298","repostId":"2155413972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801474460,"gmtCreate":1627531709450,"gmtModify":1633764050062,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Memory demand will continue to rise. Buy the dip.","listText":"Memory demand will continue to rise. Buy the dip.","text":"Memory demand will continue to rise. Buy the dip.","images":[{"img":"https://static.tigerbbs.com/e17209e05823bb7ad388b94ef39cb0ff","width":"1080","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801474460","isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801866552,"gmtCreate":1627509904676,"gmtModify":1633764420105,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Good perspective.&nbsp;","listText":"Good perspective.&nbsp;","text":"Good perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801866552","repostId":"2154360923","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803476989,"gmtCreate":1627460593741,"gmtModify":1633764784863,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Buy ASML","listText":"Buy ASML","text":"Buy ASML","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803476989","repostId":"1194863261","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803445266,"gmtCreate":1627460252555,"gmtModify":1633764789747,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Book profit","listText":"Book profit","text":"Book profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803445266","repostId":"1195067283","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":801749298,"gmtCreate":1627537937514,"gmtModify":1633763990477,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Single shot vaccine will be a big boost","listText":"Single shot vaccine will be a big boost","text":"Single shot vaccine will be a big boost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801749298","repostId":"2155413972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699546398,"gmtCreate":1639865087805,"gmtModify":1639865087805,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699546398","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823262033,"gmtCreate":1633640276154,"gmtModify":1633640276300,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Its about time. And time to accumulate good ones.&nbsp;","listText":"Its about time. And time to accumulate good ones.&nbsp;","text":"Its about time. And time to accumulate good ones.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823262033","repostId":"1122483864","repostType":4,"repost":{"id":"1122483864","kind":"news","pubTimestamp":1633612054,"share":"https://www.laohu8.com/m/news/1122483864?lang=zh_CN&edition=full","pubTime":"2021-10-07 21:07","market":"us","language":"en","title":"Is The Stock Market Starting To Discount An Earnings Recession?<blockquote>股市是否开始低估盈利衰退？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122483864","media":"The Felder Report","summary":"Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.</li>  <li>For astute market watchers, however, this should not come as any surprise.</li>  <li>Considering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</li> </ul> Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&amp;P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&amp;P 500 earnings. The relationship is not perfect but generally gets the trend right.</p><p><blockquote><ul><li>过去几个季度的盈利增长非常出色，为股价提供了强劲的推动力。</li><li>然而，对于精明的市场观察人士来说，这并不奇怪。</li><li>考虑到估值比以往任何时候都更加极端，投资者的杠杆率也比过去任何时候都高，股价的这一基本面驱动因素从顺风向逆风的转变应该是投资者密切关注的事情。</li></ul>过去几个季度的盈利增长非常出色，为股价提供了强劲的推动力。然而，对于精明的市场观察人士来说，这并不奇怪。事实上，过去几年利率、油价和美元的下跌预示了这一点。作为一个整体，几十年来，这些市场已被证明比华尔街任何分析师都更能预测标普500的盈利增长。下图绘制了这些指标向前移动24个月后与标普500盈利12个月变化的综合图。这种关系并不完美，但通常会得到正确的趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fe8828707d84ad373cdfa67b61274b6c\" tg-width=\"1024\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> With inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</p><p><blockquote>然而，尽管创纪录的财政刺激措施开始消退且经济明显放缓，但通胀压力仍在继续上升，未来几个季度的盈利衰退也不足为奇。事实上，这正是最近利率、油价和美元走势所指向的。考虑到估值比以往任何时候都更加极端，投资者的杠杆率也比过去任何时候都高，股价的基本驱动因素从顺风转向逆风应该是投资者密切关注的事情。</blockquote></p><p></p>","source":"lsy1633612154156","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>Is The Stock Market Starting To Discount An Earnings Recession?<blockquote>股市是否开始低估盈利衰退？</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\">\nIs The Stock Market Starting To Discount An Earnings Recession?<blockquote>股市是否开始低估盈利衰退？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Felder Report</strong><span class=\"h-time small\">2021-10-07 21:07</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>Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.</li>  <li>For astute market watchers, however, this should not come as any surprise.</li>  <li>Considering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</li> </ul> Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&amp;P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&amp;P 500 earnings. The relationship is not perfect but generally gets the trend right.</p><p><blockquote><ul><li>过去几个季度的盈利增长非常出色，为股价提供了强劲的推动力。</li><li>然而，对于精明的市场观察人士来说，这并不奇怪。</li><li>考虑到估值比以往任何时候都更加极端，投资者的杠杆率也比过去任何时候都高，股价的这一基本面驱动因素从顺风向逆风的转变应该是投资者密切关注的事情。</li></ul>过去几个季度的盈利增长非常出色，为股价提供了强劲的推动力。然而，对于精明的市场观察人士来说，这并不奇怪。事实上，过去几年利率、油价和美元的下跌预示了这一点。作为一个整体，几十年来，这些市场已被证明比华尔街任何分析师都更能预测标普500的盈利增长。下图绘制了这些指标向前移动24个月后与标普500盈利12个月变化的综合图。这种关系并不完美，但通常会得到正确的趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fe8828707d84ad373cdfa67b61274b6c\" tg-width=\"1024\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> With inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</p><p><blockquote>然而，尽管创纪录的财政刺激措施开始消退且经济明显放缓，但通胀压力仍在继续上升，未来几个季度的盈利衰退也不足为奇。事实上，这正是最近利率、油价和美元走势所指向的。考虑到估值比以往任何时候都更加极端，投资者的杠杆率也比过去任何时候都高，股价的基本驱动因素从顺风转向逆风应该是投资者密切关注的事情。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/\">The Felder Report</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":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122483864","content_text":"Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.\nFor astute market watchers, however, this should not come as any surprise.\nConsidering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&P 500 earnings. The relationship is not perfect but generally gets the trend right.\n\nWith inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896842072,"gmtCreate":1628572046096,"gmtModify":1631884337567,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Speciality ecom pick..","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Speciality ecom pick..","text":"$Etsy(ETSY)$Speciality ecom pick..","images":[{"img":"https://static.tigerbbs.com/6c8dcf3c6d9ffa096c6a6ccc827bb550","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896842072","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801866552,"gmtCreate":1627509904676,"gmtModify":1633764420105,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Good perspective.&nbsp;","listText":"Good perspective.&nbsp;","text":"Good perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801866552","repostId":"2154360923","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803445266,"gmtCreate":1627460252555,"gmtModify":1633764789747,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Book profit","listText":"Book profit","text":"Book profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803445266","repostId":"1195067283","repostType":4,"repost":{"id":"1195067283","kind":"news","pubTimestamp":1627459353,"share":"https://www.laohu8.com/m/news/1195067283?lang=zh_CN&edition=full","pubTime":"2021-07-28 16:02","market":"us","language":"en","title":"Apple’s blowout earnings didn’t help its stock, and here’s why<blockquote>苹果的井喷式盈利并没有帮助其股价，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195067283","media":"MarketWatch","summary":"CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales. Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS. Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing ha","content":"<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.5%&nbsp;in premarket trading.</p><p><blockquote>苹果股价在盘前交易中下跌1。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/46b6dcdfd6c3341849a132b84908df8a\" tg-width=\"881\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales</p><p><blockquote>首席财务官表示，尽管盈利和iPhone销量大幅增长，但整体和热门服务业的销售增长将放缓，导致盘后交易中股价走低</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df758af59b72a37be435c6d3859ce151\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果上季度iPhone销售额接近400亿美元。彭博新闻社</span></p></blockquote></p><p> Apple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.</p><p><blockquote>苹果公司周二对增长放缓的预测给该公司第三财季的巨大业绩蒙上了阴影，这削弱了其创纪录的业绩，并导致股价下跌。</blockquote></p><p> Apple&nbsp;reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.</p><p><blockquote>苹果周二公布了有史以来最强劲的6月份季度业绩，利润几乎翻了一番，并大幅超越iPhone——iPhone收入超出华尔街预期高达50亿美元。但当苹果首席财务官卢卡·马埃斯特里(Luca Maestri)在电话会议上表示，由于汇率、半导体短缺以及与上一年的比较更加严格，该公司本季度的收入增长将放缓时，庆祝活动戛然而止。</blockquote></p><p> “We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”</p><p><blockquote>Maestri表示：“我们预计9月份季度的收入将实现非常强劲的两位数同比增长。”同时，由于与COVID-19大流行相关的不确定性，他继续避免提供确切的收入指引。“我们预计收入增长将低于6月份季度36%的同比增长。”</blockquote></p><p> Apple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.</p><p><blockquote>当时，苹果股价在盘后交易中上涨，但立即回落，最终以2%的跌幅结束延长交易时段。</blockquote></p><p> Beyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.</p><p><blockquote>除了整体收入之外，Maestri还对苹果最热门的业务之一发出警告，并拒绝就销售增长长期下降给出任何暗示。</blockquote></p><p> “We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.</p><p><blockquote>Maestri表示：“我们预计我们的服务增长率将恢复到更典型的水平。”他指的是苹果的服务业务，该业务本季度收入增长33%，达到175亿美元，创历史新高。</blockquote></p><p> That growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.</p><p><blockquote>他补充说，这一增长率还受益于有利的比较，因为某些服务在一年前就受到了COVID-19封锁的重大影响。</blockquote></p><p> “We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.</p><p><blockquote>“我们预计服务业将大幅增长，但不会达到6月份的水平，”他在回答有关公司指引的问题时表示。</blockquote></p><p> When asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.</p><p><blockquote>当被问及即将到来的假期，以及半导体和零部件短缺是否会对苹果通常最大的季度产生影响时，马埃斯特里表示，他只想一次谈论一个季度。一些分析师已经在想，科技公司，尤其是科技巨头，今年下半年是否会像上半年一样强劲，而苹果6月份的季度似乎反映了这些担忧。</blockquote></p><p> While it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead</p><p><blockquote>虽然在报告了如此令人兴奋的季度后看到股价下跌似乎很荒谬——仅iPhone的总收入就接近400亿美元，首席执行官蒂姆·库克(Tim Cook)表示，5G渗透率仍然“非常非常低，因此我们对iPhone的未来感觉非常好”——对我们正处于科技巅峰的担忧是有道理的。随着德尔塔变异毒株继续给COVID-19大流行的路径带来不确定性，未来的不确定性更大</blockquote></p><p> As Cook phrased it Tuesday, “the road to recovery will be a winding one.”</p><p><blockquote>正如库克周二所说，“复苏之路将是曲折的。”</blockquote></p><p></p>","source":"lsy1603348471595","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’s blowout earnings didn’t help its stock, and here’s why<blockquote>苹果的井喷式盈利并没有帮助其股价，原因如下</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’s blowout earnings didn’t help its stock, and here’s why<blockquote>苹果的井喷式盈利并没有帮助其股价，原因如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-28 16:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares&nbsp;fell&nbsp;1.5%&nbsp;in premarket trading.</p><p><blockquote>苹果股价在盘前交易中下跌1。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/46b6dcdfd6c3341849a132b84908df8a\" tg-width=\"881\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales</p><p><blockquote>首席财务官表示，尽管盈利和iPhone销量大幅增长，但整体和热门服务业的销售增长将放缓，导致盘后交易中股价走低</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df758af59b72a37be435c6d3859ce151\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果上季度iPhone销售额接近400亿美元。彭博新闻社</span></p></blockquote></p><p> Apple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.</p><p><blockquote>苹果公司周二对增长放缓的预测给该公司第三财季的巨大业绩蒙上了阴影，这削弱了其创纪录的业绩，并导致股价下跌。</blockquote></p><p> Apple&nbsp;reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.</p><p><blockquote>苹果周二公布了有史以来最强劲的6月份季度业绩，利润几乎翻了一番，并大幅超越iPhone——iPhone收入超出华尔街预期高达50亿美元。但当苹果首席财务官卢卡·马埃斯特里(Luca Maestri)在电话会议上表示，由于汇率、半导体短缺以及与上一年的比较更加严格，该公司本季度的收入增长将放缓时，庆祝活动戛然而止。</blockquote></p><p> “We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”</p><p><blockquote>Maestri表示：“我们预计9月份季度的收入将实现非常强劲的两位数同比增长。”同时，由于与COVID-19大流行相关的不确定性，他继续避免提供确切的收入指引。“我们预计收入增长将低于6月份季度36%的同比增长。”</blockquote></p><p> Apple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.</p><p><blockquote>当时，苹果股价在盘后交易中上涨，但立即回落，最终以2%的跌幅结束延长交易时段。</blockquote></p><p> Beyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.</p><p><blockquote>除了整体收入之外，Maestri还对苹果最热门的业务之一发出警告，并拒绝就销售增长长期下降给出任何暗示。</blockquote></p><p> “We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.</p><p><blockquote>Maestri表示：“我们预计我们的服务增长率将恢复到更典型的水平。”他指的是苹果的服务业务，该业务本季度收入增长33%，达到175亿美元，创历史新高。</blockquote></p><p> That growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.</p><p><blockquote>他补充说，这一增长率还受益于有利的比较，因为某些服务在一年前就受到了COVID-19封锁的重大影响。</blockquote></p><p> “We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.</p><p><blockquote>“我们预计服务业将大幅增长，但不会达到6月份的水平，”他在回答有关公司指引的问题时表示。</blockquote></p><p> When asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.</p><p><blockquote>当被问及即将到来的假期，以及半导体和零部件短缺是否会对苹果通常最大的季度产生影响时，马埃斯特里表示，他只想一次谈论一个季度。一些分析师已经在想，科技公司，尤其是科技巨头，今年下半年是否会像上半年一样强劲，而苹果6月份的季度似乎反映了这些担忧。</blockquote></p><p> While it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead</p><p><blockquote>虽然在报告了如此令人兴奋的季度后看到股价下跌似乎很荒谬——仅iPhone的总收入就接近400亿美元，首席执行官蒂姆·库克(Tim Cook)表示，5G渗透率仍然“非常非常低，因此我们对iPhone的未来感觉非常好”——对我们正处于科技巅峰的担忧是有道理的。随着德尔塔变异毒株继续给COVID-19大流行的路径带来不确定性，未来的不确定性更大</blockquote></p><p> As Cook phrased it Tuesday, “the road to recovery will be a winding one.”</p><p><blockquote>正如库克周二所说，“复苏之路将是曲折的。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page\">MarketWatch</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.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195067283","content_text":"Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales\nApple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS\nApple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.\nApple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.\n“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”\nApple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.\nBeyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.\n“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.\nThat growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.\n“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.\nWhen asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.\nWhile it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead\nAs Cook phrased it Tuesday, “the road to recovery will be a winding one.”","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699546267,"gmtCreate":1639865157359,"gmtModify":1639865157467,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699546267","repostId":"1156618758","repostType":4,"repost":{"id":"1156618758","kind":"news","pubTimestamp":1639807675,"share":"https://www.laohu8.com/m/news/1156618758?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:07","market":"us","language":"en","title":"Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156618758","media":"Seeking Alpha","summary":"Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that A","content":"<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>在有报道称美国银行正在为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在寻求内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote></p><p> Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p><p><blockquote>分析师Vivek Arya将Broadcom(AVGO)评级为买入，目标价为750美元，将Skyworks(SWKS)评级为中性，目标价为190美元，他指出，两家公司对苹果(AAPL)都有很大的敞口，其中Broadcom持有20%，Skyworks持有59%，但行业检查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是为了其开发自己的5G调制解调器的计划，这将损害高通（纳斯达克股票代码：QCOM），而不是博通或Skyworks。</blockquote></p><p> Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p><p><blockquote>Skyworks(SWKS)周四下跌超过8%，收于146.39美元，周五又下跌1%。博通下跌3%，收于620.68美元，周五小幅走低。</blockquote></p><p> Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p><p><blockquote>Arya指出，博通(AVGO)与苹果(AAPL)签订了一份价值150亿美元的合同，该合同将持续到2023年，所有射频设计并非“生来平等”。他补充说，射频设计是一项“非常广泛的能力”，这需要智能手机各种用例的经验，包括Arya认为报告中谈到的收发器。</blockquote></p><p> Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p><p><blockquote>苹果(AAPL)从Broadcom(AVGO)、Skyworks(SWKS)、Qorvo（纳斯达克股票代码：QRVO）和高通(QCOM)购买射频前端零件，包括放大器、滤波器和开关，“我们没有听说苹果有任何计划将这些需要非常具体配方、知识产权和特殊材料/晶圆厂的零件内化，”分析师补充道。</blockquote></p><p> Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p><p><blockquote>苹果(AAPL)还从博通(AVGO)获得Wi-Fi和蓝牙芯片，从Skyworks获得射频前端，这位分析师表示，据他所知，“苹果目前没有计划外包这些芯片”，尽管他承认低端苹果手表为此使用了苹果自己的一些芯片。</blockquote></p><p> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p><p><blockquote>周四，高盛表示，苹果(AAPL)iPhone供应正在好转，与需求更加一致。</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>Broadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</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; 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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\">\nBroadcom, Skyworks defended at BofA as Apple speculation heats up<blockquote>随着苹果猜测升温，博通和Skyworks在美国银行进行辩护</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 14:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\">Skyworks解决方案</a>和<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>在有报道称美国银行正在为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正在寻求内部制造无线芯片，这一消息导致两家半导体公司的股价大幅下跌。</blockquote></p><p> Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p><p><blockquote>分析师Vivek Arya将Broadcom(AVGO)评级为买入，目标价为750美元，将Skyworks(SWKS)评级为中性，目标价为190美元，他指出，两家公司对苹果(AAPL)都有很大的敞口，其中Broadcom持有20%，Skyworks持有59%，但行业检查表明，这种影响“在中短期内被夸大了”。苹果的招聘可能是为了其开发自己的5G调制解调器的计划，这将损害高通（纳斯达克股票代码：QCOM），而不是博通或Skyworks。</blockquote></p><p> Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p><p><blockquote>Skyworks(SWKS)周四下跌超过8%，收于146.39美元，周五又下跌1%。博通下跌3%，收于620.68美元，周五小幅走低。</blockquote></p><p> Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p><p><blockquote>Arya指出，博通(AVGO)与苹果(AAPL)签订了一份价值150亿美元的合同，该合同将持续到2023年，所有射频设计并非“生来平等”。他补充说，射频设计是一项“非常广泛的能力”，这需要智能手机各种用例的经验，包括Arya认为报告中谈到的收发器。</blockquote></p><p> Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p><p><blockquote>苹果(AAPL)从Broadcom(AVGO)、Skyworks(SWKS)、Qorvo（纳斯达克股票代码：QRVO）和高通(QCOM)购买射频前端零件，包括放大器、滤波器和开关，“我们没有听说苹果有任何计划将这些需要非常具体配方、知识产权和特殊材料/晶圆厂的零件内化，”分析师补充道。</blockquote></p><p> Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p><p><blockquote>苹果(AAPL)还从博通(AVGO)获得Wi-Fi和蓝牙芯片，从Skyworks获得射频前端，这位分析师表示，据他所知，“苹果目前没有计划外包这些芯片”，尽管他承认低端苹果手表为此使用了苹果自己的一些芯片。</blockquote></p><p> On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p><p><blockquote>周四，高盛表示，苹果(AAPL)iPhone供应正在好转，与需求更加一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Seeking Alpha</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","SWKS":"思佳讯","AVGO":"博通"},"source_url":"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156618758","content_text":"Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that Apple  is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.\nAnalyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.\nSkyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.\nArya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.\nApple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.\nApple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.\nOn Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.","news_type":1,"symbols_score_info":{"SWKS":0.9,"AAPL":0.9,"AVGO":0.9}},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853350974,"gmtCreate":1634775492464,"gmtModify":1634775492593,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Back towards new highs&nbsp;","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Back towards new highs&nbsp;","text":"$Etsy(ETSY)$Back towards new highs","images":[{"img":"https://static.tigerbbs.com/85872679edb6e689f623ef66a51f0e9f","width":"1080","height":"3162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853350974","isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":801743283,"gmtCreate":1627538010042,"gmtModify":1633763989643,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Good results.","listText":"Good results.","text":"Good results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801743283","repostId":"2155970840","repostType":4,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803476989,"gmtCreate":1627460593741,"gmtModify":1633764784863,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089003739432960","idStr":"4089003739432960"},"themes":[],"htmlText":"Buy ASML","listText":"Buy ASML","text":"Buy ASML","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803476989","repostId":"1194863261","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}