yeah_老虎社区_美港股上老虎

pyongco
2021-10-27

yeah

Buckle Up For Apple’s Earnings Day: Here’s What To Know<blockquote>系好安全带迎接苹果财报日：以下是您需要了解的内容</blockquote>

Apple is scheduled to report fiscal Q4 results on Thursday, October 28, after the closing bell – and

Buckle Up For Apple’s Earnings Day: Here’s What To Know<blockquote>系好安全带迎接苹果财报日：以下是您需要了解的内容</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":855383977,"tweetId":"855383977","gmtCreate":1635336444829,"gmtModify":1635336444829,"author":{"id":4096851435955450,"idStr":"4096851435955450","authorId":4096851435955450,"authorIdStr":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>yeah</body></html>","htmlText":"<html><head></head><body>yeah</body></html>","text":"yeah","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/855383977","repostId":1139410348,"repostType":4,"repost":{"id":"1139410348","kind":"news","pubTimestamp":1635325558,"share":"https://www.laohu8.com/m/news/1139410348?lang=zh_CN&edition=full","pubTime":"2021-10-27 17:05","market":"us","language":"en","title":"Buckle Up For Apple’s Earnings Day: Here’s What To Know<blockquote>系好安全带迎接苹果财报日：以下是您需要了解的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139410348","media":"Thestreet","summary":"Apple is scheduled to report fiscal Q4 results on Thursday, October 28, after the closing bell – and","content":"Apple is&nbsp;scheduled&nbsp;to report fiscal Q4 results on Thursday, October 28, after the closing bell – and the Apple Maven will follow all the action via live blog. Today, we look at what investors should expect of the event and discuss what could happen to Apple stock(AAPL) .<blockquote>苹果定于10月28日星期四收盘后公布第四季度财报，这位苹果专家将通过实时博客关注所有动态。今天，我们来看看投资者对这一事件的预期，并讨论苹果股票可能会发生什么（AAPL).</blockquote> Wall Street’s expectations<blockquote>华尔街的期望</blockquote> Analysts&nbsp;expect&nbsp;to see the Cupertino company report revenues of $84.8 billion this time, meaning an increase of a bit more than 30% YOY. Keep in mind that these high levels of growth will be against&nbsp;very easy comps last year&nbsp;that were impacted by COVID-19 and the delayed launch of the iPhone 12.<blockquote>分析师预计，这家库比蒂诺公司此次的营收将达到848亿美元，同比增长略高于30%。请记住，这些高水平的增长将与去年受到COVID-19和iPhone 12推迟发布影响的非常轻松的比较形成对比。</blockquote> On earnings, consensus points at EPS of $1.24 vs. a much lower $0.73 this time last year. Fiscal Q4 consensus EPS has inched higher by about a penny in the past few weeks and moved up by around a dime since right before last quarter’s earnings season. Clearly, Wall Street has become progressively more optimistic about Apple’s upcoming earnings report.<blockquote>在盈利方面，市场普遍认为每股收益为1.24美元，而去年同期为0.73美元。过去几周，第四财季普遍每股收益小幅上涨了约1美分，自上季度财报季之前以来上涨了约1美分。显然，华尔街对苹果即将发布的财报变得越来越乐观。</blockquote> It is worth refreshing our memory on Apple’s own guidance for the quarter. This is what CFO Luca Maestri had to say, about three months ago (as paraphrased by the Apple Maven):<blockquote>值得我们回顾一下苹果自己对本季度的指导。这是首席财务官卢卡·马埃斯特里(Luca Maestri)大约三个月前所说的话（正如《苹果专家》所解释的）：</blockquote> “No revenue outlook, only directional comments. If COVID-19 impact does not worsen, expect double-digit growth in sales, but lower than the 36% of the June quarter due to FX at three percentage points of drag, services going back to ‘normal’, and supply constraints greater this time on iPhone and iPad. Gross margin 41.5% to 42.5%; Opex $11.3 billion to $11.5 billion; Other income zero; Tax rate 16%.” Key topics of conversation<blockquote>“没有收入展望，只有方向性评论。如果COVID-19的影响没有恶化，预计销售额将实现两位数增长，但由于外汇拖累3个百分点，低于6月份季度的36%，服务恢复‘正常’，以及这次iPhone和iPad的供应限制更大。毛利率41.5%至42.5%；运营支出113亿美元至115亿美元；其他收入为零；税率16%。”谈话的关键话题</blockquote> As usual, the iPhone will likely be a center-of-attention business. Not only do smartphones account for roughly half of Apple’s total revenues, but the segment also seems to have been a beneficiary of two successful product launches in the past 12 months: the 5G-ready iPhone 12 and iPhone 13.<blockquote>像往常一样，iPhone可能会成为人们关注的焦点。智能手机不仅约占苹果总收入的一半，而且该细分市场似乎也是过去12个月两款成功产品发布的受益者：支持5G的iPhone 12和iPhone 13。</blockquote> I have talked about the iPhone at length recently. First, the “super cycle thesis”seems to be proving right, at least judging by third-party research reports. However, keep in mind the&nbsp;debate around the supply chain challenges, as it could provide clues about device sales in the important holiday quarter.<blockquote>我最近详细谈论了iPhone。首先，“超级周期论题”似乎被证明是正确的，至少从第三方研究报告来看是这样。然而，请记住围绕供应链挑战的争论，因为它可以提供有关重要假期季度设备销售的线索。</blockquote> Services will likely be another hot topic. The bad news is that any potential drag&nbsp;from the App Store debacle&nbsp;may be reflected in the company’s guidance for fiscal first quarter, even if the impact may not be felt in fiscal Q4 results. The better news is that strength in the iPhone and other products could help to propel user engagement and consumption of Apple’s services, something that not even Apple’s management team might have been able to factor into their guidance last quarter.<blockquote>服务可能会成为另一个热门话题。坏消息是，App Store崩溃带来的任何潜在拖累都可能反映在该公司第一财季的指引中，即使第四财季业绩中可能感受不到这种影响。更好的消息是，iPhone和其他产品的实力可能有助于推动用户参与度和苹果服务的消费，即使是苹果的管理团队也可能无法将其纳入上季度的指导中。</blockquote> What to expect of AAPL stock<blockquote>对AAPL股票的期待</blockquote> A few months ago,I did a study on Apple share price behavior&nbsp;ahead of earnings seasons. At the median, AAPL has risen just short of 5% in the two weeks following the announcement of the company’s quarterly results. This is much better than Apple stock’s average two-week performance outside the earnings period – a.k.a. the “control group”. See chart below.<blockquote>几个月前，我在财报季之前对苹果股价行为进行了研究。按中位数计算，AAPL在公布季度业绩后的两周内上涨了近5%。这比苹果股票在收益期之外（也称为“对照组”）两周的平均表现要好得多。见下图。</blockquote> <img src=\"https://static.tigerbbs.com/7ce4261df569b5d66c7ee39b0feb401d\" tg-width=\"1200\" tg-height=\"690\" width=\"100%\" height=\"auto\">Figure 2: Median 2-week returns, earnings vs. non-earnings.<blockquote>图2：两周回报率中位数，盈利与非盈利。</blockquote> This can be encouraging news for Apple stock investors – more so considering that AAPL remains below its all-time high, although now by only 5%. Maybe more importantly to long-term holders of the shares, I think thatreasonable valuations,stabilizing yieldsanda drop in volatilityall conspire in favor of the stock at current levels.<blockquote>对于苹果股票投资者来说，这可能是一个令人鼓舞的消息——考虑到AAPL的股价仍低于历史高点，尽管目前仅下跌了5%，这一点更是如此。也许对于股票的长期持有者来说更重要的是，我认为合理的估值、稳定的收益率和波动性的下降都有利于该股目前的水平。</blockquote>","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>Buckle Up For Apple’s Earnings Day: Here’s What To Know<blockquote>系好安全带迎接苹果财报日：以下是您需要了解的内容</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\">\nBuckle Up For Apple’s Earnings Day: Here’s What To Know<blockquote>系好安全带迎接苹果财报日：以下是您需要了解的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThestreet2021-10-27 17:05\n\n</h4>\n</header>\n<article>\nApple is&nbsp;scheduled&nbsp;to report fiscal Q4 results on Thursday, October 28, after the closing bell – and the Apple Maven will follow all the action via live blog. Today, we look at what investors should expect of the event and discuss what could happen to Apple stock(AAPL) .<blockquote>苹果定于10月28日星期四收盘后公布第四季度财报，这位苹果专家将通过实时博客关注所有动态。今天，我们来看看投资者对这一事件的预期，并讨论苹果股票可能会发生什么（AAPL).</blockquote> Wall Street’s expectations<blockquote>华尔街的期望</blockquote> Analysts&nbsp;expect&nbsp;to see the Cupertino company report revenues of $84.8 billion this time, meaning an increase of a bit more than 30% YOY. Keep in mind that these high levels of growth will be against&nbsp;very easy comps last year&nbsp;that were impacted by COVID-19 and the delayed launch of the iPhone 12.<blockquote>分析师预计，这家库比蒂诺公司此次的营收将达到848亿美元，同比增长略高于30%。请记住，这些高水平的增长将与去年受到COVID-19和iPhone 12推迟发布影响的非常轻松的比较形成对比。</blockquote> On earnings, consensus points at EPS of $1.24 vs. a much lower $0.73 this time last year. Fiscal Q4 consensus EPS has inched higher by about a penny in the past few weeks and moved up by around a dime since right before last quarter’s earnings season. Clearly, Wall Street has become progressively more optimistic about Apple’s upcoming earnings report.<blockquote>在盈利方面，市场普遍认为每股收益为1.24美元，而去年同期为0.73美元。过去几周，第四财季普遍每股收益小幅上涨了约1美分，自上季度财报季之前以来上涨了约1美分。显然，华尔街对苹果即将发布的财报变得越来越乐观。</blockquote> It is worth refreshing our memory on Apple’s own guidance for the quarter. This is what CFO Luca Maestri had to say, about three months ago (as paraphrased by the Apple Maven):<blockquote>值得我们回顾一下苹果自己对本季度的指导。这是首席财务官卢卡·马埃斯特里(Luca Maestri)大约三个月前所说的话（正如《苹果专家》所解释的）：</blockquote> “No revenue outlook, only directional comments. If COVID-19 impact does not worsen, expect double-digit growth in sales, but lower than the 36% of the June quarter due to FX at three percentage points of drag, services going back to ‘normal’, and supply constraints greater this time on iPhone and iPad. Gross margin 41.5% to 42.5%; Opex $11.3 billion to $11.5 billion; Other income zero; Tax rate 16%.” Key topics of conversation<blockquote>“没有收入展望，只有方向性评论。如果COVID-19的影响没有恶化，预计销售额将实现两位数增长，但由于外汇拖累3个百分点，低于6月份季度的36%，服务恢复‘正常’，以及这次iPhone和iPad的供应限制更大。毛利率41.5%至42.5%；运营支出113亿美元至115亿美元；其他收入为零；税率16%。”谈话的关键话题</blockquote> As usual, the iPhone will likely be a center-of-attention business. Not only do smartphones account for roughly half of Apple’s total revenues, but the segment also seems to have been a beneficiary of two successful product launches in the past 12 months: the 5G-ready iPhone 12 and iPhone 13.<blockquote>像往常一样，iPhone可能会成为人们关注的焦点。智能手机不仅约占苹果总收入的一半，而且该细分市场似乎也是过去12个月两款成功产品发布的受益者：支持5G的iPhone 12和iPhone 13。</blockquote> I have talked about the iPhone at length recently. First, the “super cycle thesis”seems to be proving right, at least judging by third-party research reports. However, keep in mind the&nbsp;debate around the supply chain challenges, as it could provide clues about device sales in the important holiday quarter.<blockquote>我最近详细谈论了iPhone。首先，“超级周期论题”似乎被证明是正确的，至少从第三方研究报告来看是这样。然而，请记住围绕供应链挑战的争论，因为它可以提供有关重要假期季度设备销售的线索。</blockquote> Services will likely be another hot topic. The bad news is that any potential drag&nbsp;from the App Store debacle&nbsp;may be reflected in the company’s guidance for fiscal first quarter, even if the impact may not be felt in fiscal Q4 results. The better news is that strength in the iPhone and other products could help to propel user engagement and consumption of Apple’s services, something that not even Apple’s management team might have been able to factor into their guidance last quarter.<blockquote>服务可能会成为另一个热门话题。坏消息是，App Store崩溃带来的任何潜在拖累都可能反映在该公司第一财季的指引中，即使第四财季业绩中可能感受不到这种影响。更好的消息是，iPhone和其他产品的实力可能有助于推动用户参与度和苹果服务的消费，即使是苹果的管理团队也可能无法将其纳入上季度的指导中。</blockquote> What to expect of AAPL stock<blockquote>对AAPL股票的期待</blockquote> A few months ago,I did a study on Apple share price behavior&nbsp;ahead of earnings seasons. At the median, AAPL has risen just short of 5% in the two weeks following the announcement of the company’s quarterly results. This is much better than Apple stock’s average two-week performance outside the earnings period – a.k.a. the “control group”. See chart below.<blockquote>几个月前，我在财报季之前对苹果股价行为进行了研究。按中位数计算，AAPL在公布季度业绩后的两周内上涨了近5%。这比苹果股票在收益期之外（也称为“对照组”）两周的平均表现要好得多。见下图。</blockquote> <img src=\"https://static.tigerbbs.com/7ce4261df569b5d66c7ee39b0feb401d\" tg-width=\"1200\" tg-height=\"690\" width=\"100%\" height=\"auto\">Figure 2: Median 2-week returns, earnings vs. non-earnings.<blockquote>图2：两周回报率中位数，盈利与非盈利。</blockquote> This can be encouraging news for Apple stock investors – more so considering that AAPL remains below its all-time high, although now by only 5%. Maybe more importantly to long-term holders of the shares, I think thatreasonable valuations,stabilizing yieldsanda drop in volatilityall conspire in favor of the stock at current levels.<blockquote>对于苹果股票投资者来说，这可能是一个令人鼓舞的消息——考虑到AAPL的股价仍低于历史高点，尽管目前仅下跌了5%，这一点更是如此。也许对于股票的长期持有者来说更重要的是，我认为合理的估值、稳定的收益率和波动性的下降都有利于该股目前的水平。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/news/buckle-up-for-apples-earnings-day-heres-what-to-know\">Thestreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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/news/buckle-up-for-apples-earnings-day-heres-what-to-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139410348","content_text":"Apple is scheduled to report fiscal Q4 results on Thursday, October 28, after the closing bell – and the Apple Maven will follow all the action via live blog. Today, we look at what investors should expect of the event and discuss what could happen to Apple stock(AAPL) .\nWall Street’s expectations\nAnalysts expect to see the Cupertino company report revenues of $84.8 billion this time, meaning an increase of a bit more than 30% YOY. Keep in mind that these high levels of growth will be against very easy comps last year that were impacted by COVID-19 and the delayed launch of the iPhone 12.\nOn earnings, consensus points at EPS of $1.24 vs. a much lower $0.73 this time last year. Fiscal Q4 consensus EPS has inched higher by about a penny in the past few weeks and moved up by around a dime since right before last quarter’s earnings season. Clearly, Wall Street has become progressively more optimistic about Apple’s upcoming earnings report.\nIt is worth refreshing our memory on Apple’s own guidance for the quarter. This is what CFO Luca Maestri had to say, about three months ago (as paraphrased by the Apple Maven):\n\n “No revenue outlook, only directional comments. If COVID-19 impact does not worsen, expect double-digit growth in sales, but lower than the 36% of the June quarter due to FX at three percentage points of drag, services going back to ‘normal’, and supply constraints greater this time on iPhone and iPad. Gross margin 41.5% to 42.5%; Opex $11.3 billion to $11.5 billion; Other income zero; Tax rate 16%.”\n\nKey topics of conversation\nAs usual, the iPhone will likely be a center-of-attention business. Not only do smartphones account for roughly half of Apple’s total revenues, but the segment also seems to have been a beneficiary of two successful product launches in the past 12 months: the 5G-ready iPhone 12 and iPhone 13.\nI have talked about the iPhone at length recently. First, the “super cycle thesis”seems to be proving right, at least judging by third-party research reports. However, keep in mind the debate around the supply chain challenges, as it could provide clues about device sales in the important holiday quarter.\nServices will likely be another hot topic. The bad news is that any potential drag from the App Store debacle may be reflected in the company’s guidance for fiscal first quarter, even if the impact may not be felt in fiscal Q4 results. The better news is that strength in the iPhone and other products could help to propel user engagement and consumption of Apple’s services, something that not even Apple’s management team might have been able to factor into their guidance last quarter.\nWhat to expect of AAPL stock\nA few months ago,I did a study on Apple share price behavior ahead of earnings seasons. At the median, AAPL has risen just short of 5% in the two weeks following the announcement of the company’s quarterly results. This is much better than Apple stock’s average two-week performance outside the earnings period – a.k.a. the “control group”. See chart below.\nFigure 2: Median 2-week returns, earnings vs. non-earnings.\nThis can be encouraging news for Apple stock investors – more so considering that AAPL remains below its all-time high, although now by only 5%. Maybe more importantly to long-term holders of the shares, I think thatreasonable valuations,stabilizing yieldsanda drop in volatilityall conspire in favor of the stock at current levels.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2849,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}