CT2796
2021-04-29
Good sharing
Apple’s Mac is back with record sales — but how long can that last?<blockquote>苹果的Mac以创纪录的销量卷土重来——但这种情况能持续多久呢?</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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":109345654,"tweetId":"109345654","gmtCreate":1619668439078,"gmtModify":1634210856409,"author":{"id":3582435310983437,"idStr":"3582435310983437","authorId":3582435310983437,"authorIdStr":"3582435310983437","name":"CT2796","avatar":"https://static.tigerbbs.com/b30ad5c6f9f3bc2a7a51bc3ecfa7199e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good sharing</p></body></html>","htmlText":"<html><head></head><body><p>Good sharing</p></body></html>","text":"Good sharing","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/109345654","repostId":1118812386,"repostType":4,"repost":{"id":"1118812386","kind":"news","pubTimestamp":1619666710,"share":"https://www.laohu8.com/m/news/1118812386?lang=zh_CN&edition=full","pubTime":"2021-04-29 11:25","market":"us","language":"en","title":"Apple’s Mac is back with record sales — but how long can that last?<blockquote>苹果的Mac以创纪录的销量卷土重来——但这种情况能持续多久呢?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118812386","media":"MarketWatch","summary":"Apple unveiled a new line of thinner, M1-chip enabled iMacs in April. Apple Inc.\nThe Mac and the iPa","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/400be449249acc2ce73ad778a46b13f9\" tg-width=\"1260\" tg-height=\"709\"><span>Apple unveiled a new line of thinner, M1-chip enabled iMacs in April. Apple Inc.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果在4月份推出了一系列更薄、采用M1芯片的iMac。苹果公司。</span></p></blockquote></p><p> The Mac and the iPad are back.Apple Inc. reported an extraordinary second quarter on Wednesday, with record results in every product category, including the biggest growth seen by the Mac and iPad in years. But investors are wondering how long it will last.</p><p><blockquote>Mac和iPad又回来了。苹果公司周三公布了非凡的第二季度业绩,每个产品类别都取得了创纪录的业绩,其中Mac和iPad实现了多年来最大的增长。但投资者想知道这种情况会持续多久。</blockquote></p><p> Apple reported fiscal second-quarter results that soared past expectations, with revenue coming in a whopping $12.5 billion above Wall Street’s estimates. Apple reported quarterly revenue of $89.6 billion, while analysts had been expecting $77.1 billion. Dan Ives, an analyst with Wedbush Securities, called it a “drop the mic” quarter for the company.</p><p><blockquote>苹果公布的第二财季业绩超出预期,收入比华尔街预期高出125亿美元。苹果公布季度营收896亿美元,而分析师此前预期为771亿美元。韦德布什证券(Wedbush Securities)分析师丹·艾夫斯(Dan Ives)称这是该公司“放下麦克风”的季度。</blockquote></p><p> “We are extremely pleased to report record results for our March quarter despite continued uncertainty in the macro environment,” Apple Chief Executive Tim Cook told analysts on the company’s conference call.</p><p><blockquote>苹果首席执行官蒂姆·库克在公司电话会议上对分析师表示:“尽管宏观环境持续存在不确定性,但我们非常高兴地报告3月份季度创纪录的业绩。”</blockquote></p><p> In a bit of a surprise, Apple’s computing hardware sales grew at rates slightly faster than the iPhone, Apple’s biggest-selling product, as more people continued to purchase or upgrade computers to work from home. The iPad was hugely popular among students who are still stuck in remote-learnings classes.</p><p><blockquote>有点令人惊讶的是,随着越来越多的人继续购买或升级电脑在家工作,苹果计算硬件销售额的增长速度略快于苹果最畅销产品iPhone。iPad在仍然停留在远程学习课堂上的学生中非常受欢迎。</blockquote></p><p> Both the Mac and the iPad saw growth rates that have been unprecedented in recent years. Apple said the Mac had total revenue of $9.0 billion, up 70%, while the iPad came in at $7.8 billion, up 79%. The iPhone, in contrast, still remained king with the biggest chunk of revenue, $47.9 billion, up 65%, boosted by sales of Apple’s new 5G iPhone 12. It was Apple’s first full quarter with its newest iPhone.</p><p><blockquote>近年来,Mac和iPad的增长率都是前所未有的。苹果表示,Mac的总收入为90亿美元,增长70%,而iPad的总收入为78亿美元,增长79%。相比之下,在苹果新款5G iPhone 12销售的推动下,iPhone仍以479亿美元的收入占据最大份额,增长65%。这是苹果推出最新iPhone的第一个完整季度。</blockquote></p><p> Revenue for the Mac was an all-time record, and was an important boost after fiscal 2020 saw Mac sales decline in the first two quarters of that year.</p><p><blockquote>Mac的收入创下了历史纪录,在2020财年前两个季度Mac销量下降之后,这是一个重要的推动。</blockquote></p><p> “This amazing performance was driven by the very enthusiastic customer response to our new Macs powered by the M1 chip,” Chief Financial Officer Luca Maestri told analysts. “IPad performance was also expanding with revenue of $7.8 billion, up 79%. We grew very strongly in every geographic segment, with an all-time record in Japan and a March-quarter record in the rest of Asia-Pacific.”</p><p><blockquote>首席财务官Luca Maestri告诉分析师:“这一惊人的业绩是由客户对我们采用M1芯片的新款Mac的非常热情的反应推动的。”“IPad的性能也在扩张,收入达到78亿美元,增长了79%。我们在每个地理区域都增长非常强劲,日本创下了历史纪录,亚太地区其他地区也创下了3月份季度的纪录。”</blockquote></p><p> But the big question on everyone’s mind was: How long can the company sustain this kind of growth? Apple, for its part, declined to give any revenue forecast for the rest of the year, citing uncertainties related to the ongoing pandemic. Maestri did say that the company expects revenue to grow by strong double-digit amounts, year over year, but he also noted the traditional sequential decline in the June quarter from the March quarter will be greater than in prior years.</p><p><blockquote>但每个人心中的一个大问题是:公司能维持这种增长多久?苹果则拒绝给出今年剩余时间的任何收入预测,理由是与持续的大流行相关的不确定性。Maestri确实表示,该公司预计收入将同比强劲增长两位数,但他也指出,6月季度较3月季度的传统环比下降幅度将大于往年。</blockquote></p><p> “This was a pretty unbelievable quarter, and investors are going to ask about the sustainability of current demand trends, especially as you lap some of the benefits from COVID, in areas like services and Macs later this year,” said Morgan Stanley analyst Katy Huberty during the call. “Which segments do you see the opportunity to maintain strong revenue growth, versus where is it reasonable to assume there will be some digestion as consumers shift their spending priorities?”</p><p><blockquote>摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)表示:“这是一个相当令人难以置信的季度,投资者将询问当前需求趋势的可持续性,特别是当你在今年晚些时候在服务和Mac等领域享受到新冠疫情带来的一些好处时。”在看涨期权期间。“您认为哪些细分市场有机会保持强劲的收入增长,而随着消费者改变支出重点,哪些细分市场会出现一些消化是合理的?”</blockquote></p><p> Cook said the company was seeing strong continued momentum with the iPhone, that it’s early innings for the Apple Watch, and its services segment is accelerating. He did point out though, that the component or chip-supply issues that are widespread across the industry would affect the Mac and iPad the most. “We’ll have some challenges in there, and challenges meeting the demand we have got,” Cook said.</p><p><blockquote>Cook表示,该公司看到了iPhone的强劲持续势头,苹果手表正处于早期阶段,其服务部门正在加速发展。不过,他确实指出,整个行业普遍存在的组件或芯片供应问题对Mac和iPad的影响最大。库克说:“我们将面临一些挑战,以及满足我们现有需求的挑战。”</blockquote></p><p> The chip shortages are expected to hit Apple’s anticipated revenue in the coming quarter by between $3 billion and $4 billion, Maestri said.</p><p><blockquote>Maestri表示,芯片短缺预计将使苹果下一季度的预期收入减少30亿至40亿美元。</blockquote></p><p> Apple investors were clearly nervous about how the tech giant can outdo itself, and keep up with these huge numbers going forward. Shares in after-hours trading were up only 2.5%.</p><p><blockquote>苹果投资者显然对这家科技巨头如何超越自己并跟上这些巨大的数字感到紧张。盘后交易中股价仅上涨2.5%。</blockquote></p><p> Investors are likely going to have to look to the iPhone for the big growth in the rest of the year, Ives wrote: “With 5G now in the cards and roughly 40% of its ‘golden jewel’ iPhone-installed base not upgrading their phones in the last 3.5 years, Cook & Co. have the stage set for a renaissance of growth in Cupertino.”</p><p><blockquote>艾夫斯写道,投资者可能不得不指望iPhone在今年剩余时间里实现大幅增长:“随着5G的到来,大约40%的‘黄金宝石’iPhone安装基础没有升级他们的手机在过去3.5年里,库克公司为库比蒂诺的复兴增长奠定了基础。”</blockquote></p><p> Whether that expected growth will match this quarter’s is another question.</p><p><blockquote>这一预期增长是否与本季度持平是另一个问题。</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 Mac is back with record sales — but how long can that last?<blockquote>苹果的Mac以创纪录的销量卷土重来——但这种情况能持续多久呢?</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 Mac is back with record sales — but how long can that last?<blockquote>苹果的Mac以创纪录的销量卷土重来——但这种情况能持续多久呢?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-29 11:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/400be449249acc2ce73ad778a46b13f9\" tg-width=\"1260\" tg-height=\"709\"><span>Apple unveiled a new line of thinner, M1-chip enabled iMacs in April. Apple Inc.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果在4月份推出了一系列更薄、采用M1芯片的iMac。苹果公司。</span></p></blockquote></p><p> The Mac and the iPad are back.Apple Inc. reported an extraordinary second quarter on Wednesday, with record results in every product category, including the biggest growth seen by the Mac and iPad in years. But investors are wondering how long it will last.</p><p><blockquote>Mac和iPad又回来了。苹果公司周三公布了非凡的第二季度业绩,每个产品类别都取得了创纪录的业绩,其中Mac和iPad实现了多年来最大的增长。但投资者想知道这种情况会持续多久。</blockquote></p><p> Apple reported fiscal second-quarter results that soared past expectations, with revenue coming in a whopping $12.5 billion above Wall Street’s estimates. Apple reported quarterly revenue of $89.6 billion, while analysts had been expecting $77.1 billion. Dan Ives, an analyst with Wedbush Securities, called it a “drop the mic” quarter for the company.</p><p><blockquote>苹果公布的第二财季业绩超出预期,收入比华尔街预期高出125亿美元。苹果公布季度营收896亿美元,而分析师此前预期为771亿美元。韦德布什证券(Wedbush Securities)分析师丹·艾夫斯(Dan Ives)称这是该公司“放下麦克风”的季度。</blockquote></p><p> “We are extremely pleased to report record results for our March quarter despite continued uncertainty in the macro environment,” Apple Chief Executive Tim Cook told analysts on the company’s conference call.</p><p><blockquote>苹果首席执行官蒂姆·库克在公司电话会议上对分析师表示:“尽管宏观环境持续存在不确定性,但我们非常高兴地报告3月份季度创纪录的业绩。”</blockquote></p><p> In a bit of a surprise, Apple’s computing hardware sales grew at rates slightly faster than the iPhone, Apple’s biggest-selling product, as more people continued to purchase or upgrade computers to work from home. The iPad was hugely popular among students who are still stuck in remote-learnings classes.</p><p><blockquote>有点令人惊讶的是,随着越来越多的人继续购买或升级电脑在家工作,苹果计算硬件销售额的增长速度略快于苹果最畅销产品iPhone。iPad在仍然停留在远程学习课堂上的学生中非常受欢迎。</blockquote></p><p> Both the Mac and the iPad saw growth rates that have been unprecedented in recent years. Apple said the Mac had total revenue of $9.0 billion, up 70%, while the iPad came in at $7.8 billion, up 79%. The iPhone, in contrast, still remained king with the biggest chunk of revenue, $47.9 billion, up 65%, boosted by sales of Apple’s new 5G iPhone 12. It was Apple’s first full quarter with its newest iPhone.</p><p><blockquote>近年来,Mac和iPad的增长率都是前所未有的。苹果表示,Mac的总收入为90亿美元,增长70%,而iPad的总收入为78亿美元,增长79%。相比之下,在苹果新款5G iPhone 12销售的推动下,iPhone仍以479亿美元的收入占据最大份额,增长65%。这是苹果推出最新iPhone的第一个完整季度。</blockquote></p><p> Revenue for the Mac was an all-time record, and was an important boost after fiscal 2020 saw Mac sales decline in the first two quarters of that year.</p><p><blockquote>Mac的收入创下了历史纪录,在2020财年前两个季度Mac销量下降之后,这是一个重要的推动。</blockquote></p><p> “This amazing performance was driven by the very enthusiastic customer response to our new Macs powered by the M1 chip,” Chief Financial Officer Luca Maestri told analysts. “IPad performance was also expanding with revenue of $7.8 billion, up 79%. We grew very strongly in every geographic segment, with an all-time record in Japan and a March-quarter record in the rest of Asia-Pacific.”</p><p><blockquote>首席财务官Luca Maestri告诉分析师:“这一惊人的业绩是由客户对我们采用M1芯片的新款Mac的非常热情的反应推动的。”“IPad的性能也在扩张,收入达到78亿美元,增长了79%。我们在每个地理区域都增长非常强劲,日本创下了历史纪录,亚太地区其他地区也创下了3月份季度的纪录。”</blockquote></p><p> But the big question on everyone’s mind was: How long can the company sustain this kind of growth? Apple, for its part, declined to give any revenue forecast for the rest of the year, citing uncertainties related to the ongoing pandemic. Maestri did say that the company expects revenue to grow by strong double-digit amounts, year over year, but he also noted the traditional sequential decline in the June quarter from the March quarter will be greater than in prior years.</p><p><blockquote>但每个人心中的一个大问题是:公司能维持这种增长多久?苹果则拒绝给出今年剩余时间的任何收入预测,理由是与持续的大流行相关的不确定性。Maestri确实表示,该公司预计收入将同比强劲增长两位数,但他也指出,6月季度较3月季度的传统环比下降幅度将大于往年。</blockquote></p><p> “This was a pretty unbelievable quarter, and investors are going to ask about the sustainability of current demand trends, especially as you lap some of the benefits from COVID, in areas like services and Macs later this year,” said Morgan Stanley analyst Katy Huberty during the call. “Which segments do you see the opportunity to maintain strong revenue growth, versus where is it reasonable to assume there will be some digestion as consumers shift their spending priorities?”</p><p><blockquote>摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)表示:“这是一个相当令人难以置信的季度,投资者将询问当前需求趋势的可持续性,特别是当你在今年晚些时候在服务和Mac等领域享受到新冠疫情带来的一些好处时。”在看涨期权期间。“您认为哪些细分市场有机会保持强劲的收入增长,而随着消费者改变支出重点,哪些细分市场会出现一些消化是合理的?”</blockquote></p><p> Cook said the company was seeing strong continued momentum with the iPhone, that it’s early innings for the Apple Watch, and its services segment is accelerating. He did point out though, that the component or chip-supply issues that are widespread across the industry would affect the Mac and iPad the most. “We’ll have some challenges in there, and challenges meeting the demand we have got,” Cook said.</p><p><blockquote>Cook表示,该公司看到了iPhone的强劲持续势头,苹果手表正处于早期阶段,其服务部门正在加速发展。不过,他确实指出,整个行业普遍存在的组件或芯片供应问题对Mac和iPad的影响最大。库克说:“我们将面临一些挑战,以及满足我们现有需求的挑战。”</blockquote></p><p> The chip shortages are expected to hit Apple’s anticipated revenue in the coming quarter by between $3 billion and $4 billion, Maestri said.</p><p><blockquote>Maestri表示,芯片短缺预计将使苹果下一季度的预期收入减少30亿至40亿美元。</blockquote></p><p> Apple investors were clearly nervous about how the tech giant can outdo itself, and keep up with these huge numbers going forward. Shares in after-hours trading were up only 2.5%.</p><p><blockquote>苹果投资者显然对这家科技巨头如何超越自己并跟上这些巨大的数字感到紧张。盘后交易中股价仅上涨2.5%。</blockquote></p><p> Investors are likely going to have to look to the iPhone for the big growth in the rest of the year, Ives wrote: “With 5G now in the cards and roughly 40% of its ‘golden jewel’ iPhone-installed base not upgrading their phones in the last 3.5 years, Cook & Co. have the stage set for a renaissance of growth in Cupertino.”</p><p><blockquote>艾夫斯写道,投资者可能不得不指望iPhone在今年剩余时间里实现大幅增长:“随着5G的到来,大约40%的‘黄金宝石’iPhone安装基础没有升级他们的手机在过去3.5年里,库克公司为库比蒂诺的复兴增长奠定了基础。”</blockquote></p><p> Whether that expected growth will match this quarter’s is another question.</p><p><blockquote>这一预期增长是否与本季度持平是另一个问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/apples-mac-is-back-with-record-sales-but-how-long-can-that-last-11619655744?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-mac-is-back-with-record-sales-but-how-long-can-that-last-11619655744?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118812386","content_text":"Apple unveiled a new line of thinner, M1-chip enabled iMacs in April. Apple Inc.\nThe Mac and the iPad are back.Apple Inc. reported an extraordinary second quarter on Wednesday, with record results in every product category, including the biggest growth seen by the Mac and iPad in years. But investors are wondering how long it will last.\nApple reported fiscal second-quarter results that soared past expectations, with revenue coming in a whopping $12.5 billion above Wall Street’s estimates. Apple reported quarterly revenue of $89.6 billion, while analysts had been expecting $77.1 billion. Dan Ives, an analyst with Wedbush Securities, called it a “drop the mic” quarter for the company.\n“We are extremely pleased to report record results for our March quarter despite continued uncertainty in the macro environment,” Apple Chief Executive Tim Cook told analysts on the company’s conference call.\nIn a bit of a surprise, Apple’s computing hardware sales grew at rates slightly faster than the iPhone, Apple’s biggest-selling product, as more people continued to purchase or upgrade computers to work from home. The iPad was hugely popular among students who are still stuck in remote-learnings classes.\nBoth the Mac and the iPad saw growth rates that have been unprecedented in recent years. Apple said the Mac had total revenue of $9.0 billion, up 70%, while the iPad came in at $7.8 billion, up 79%. The iPhone, in contrast, still remained king with the biggest chunk of revenue, $47.9 billion, up 65%, boosted by sales of Apple’s new 5G iPhone 12. It was Apple’s first full quarter with its newest iPhone.\nRevenue for the Mac was an all-time record, and was an important boost after fiscal 2020 saw Mac sales decline in the first two quarters of that year.\n“This amazing performance was driven by the very enthusiastic customer response to our new Macs powered by the M1 chip,” Chief Financial Officer Luca Maestri told analysts. “IPad performance was also expanding with revenue of $7.8 billion, up 79%. We grew very strongly in every geographic segment, with an all-time record in Japan and a March-quarter record in the rest of Asia-Pacific.”\nBut the big question on everyone’s mind was: How long can the company sustain this kind of growth? Apple, for its part, declined to give any revenue forecast for the rest of the year, citing uncertainties related to the ongoing pandemic. Maestri did say that the company expects revenue to grow by strong double-digit amounts, year over year, but he also noted the traditional sequential decline in the June quarter from the March quarter will be greater than in prior years.\n“This was a pretty unbelievable quarter, and investors are going to ask about the sustainability of current demand trends, especially as you lap some of the benefits from COVID, in areas like services and Macs later this year,” said Morgan Stanley analyst Katy Huberty during the call. “Which segments do you see the opportunity to maintain strong revenue growth, versus where is it reasonable to assume there will be some digestion as consumers shift their spending priorities?”\nCook said the company was seeing strong continued momentum with the iPhone, that it’s early innings for the Apple Watch, and its services segment is accelerating. He did point out though, that the component or chip-supply issues that are widespread across the industry would affect the Mac and iPad the most. “We’ll have some challenges in there, and challenges meeting the demand we have got,” Cook said.\nThe chip shortages are expected to hit Apple’s anticipated revenue in the coming quarter by between $3 billion and $4 billion, Maestri said.\nApple investors were clearly nervous about how the tech giant can outdo itself, and keep up with these huge numbers going forward. Shares in after-hours trading were up only 2.5%.\nInvestors are likely going to have to look to the iPhone for the big growth in the rest of the year, Ives wrote: “With 5G now in the cards and roughly 40% of its ‘golden jewel’ iPhone-installed base not upgrading their phones in the last 3.5 years, Cook & Co. have the stage set for a renaissance of growth in Cupertino.”\nWhether that expected growth will match this quarter’s is another question.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":586,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/109345654"}
精彩评论