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2021-03-23

There's No Stopping Apple's iPhone "Supercycle," Says Analyst<blockquote>分析师表示，苹果 iPhone 的“超级周期”无法阻止</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":353212463,"tweetId":"353212463","gmtCreate":1616500542052,"gmtModify":1634525513436,"author":{"id":3573635438482611,"idStr":"3573635438482611","authorId":3573635438482611,"authorIdStr":"3573635438482611","name":"muhdfaris","avatar":"https://static.tigerbbs.com/37ae4076e821106cdd5b32cc88b92836","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>buy now&nbsp;<a href=\"https://laohu8.com/U/3577778062261432\">@kariman</a></body></html>","htmlText":"<html><head></head><body>buy now&nbsp;<a href=\"https://laohu8.com/U/3577778062261432\">@kariman</a></body></html>","text":"buy now @kariman","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/353212463","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","kind":"news","pubTimestamp":1616498412,"share":"https://www.laohunote.com/m/news/1181723112?lang=zh_CN&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst<blockquote>分析师表示，苹果 iPhone 的“超级周期”无法阻止</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.<blockquote>这家科技巨头并未受到阻碍其竞争对手的芯片短缺的影响。</blockquote>The massive demand for iPhone 12s was reported in&nbsp;Apple's&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.<blockquote>年报道了iPhone 12s的巨大需求苹果（纳斯达克股票代码：AAPL）第一季度业绩井喷，这是这家科技巨头有史以来第一个 1000 亿美元的季度。</blockquote>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.<blockquote>随着iPhone 12在发布几周内跃居5G智能手机市场榜首，一位分析师现在表示，他的渠道检查显示，所谓的“超级周期”有增无减，即使是芯片短缺也无法减缓它。</blockquote><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\">IMAGE SOURCE: APPLE.<blockquote>图片来源：苹果。</blockquote>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.<blockquote>Wedbush 分析师 Daniel Ives 在一份研究报告中告诉投资者，在查看苹果渠道后，他发现本季度的建设量继续以惊人的速度（在 5600 万至 6200 万辆之间），而需求却没有任何放缓。即使在六月季度，他们的数量也可能在 4000 万左右。</blockquote>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.<blockquote>他说，这是多年来最大的需求轨迹，可能可以追溯到2014年iPhone 6发布时。因此，艾夫斯维持该股跑赢大盘评级和每股 175 美元的目标价。考虑到周五收盘价低于 120 美元，这意味着苹果仍有 46% 的上涨空间。</blockquote>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"<blockquote>如此乐观可能有充分的理由。三星证券分析师黄女士上周告诉彭博社，半导体芯片供应紧张“正在影响除苹果以外的所有人”。</blockquote>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;Qualcomm&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.<blockquote>苹果在很大程度上没有受到短缺的影响，因为它设计了自己的芯片，并由台积电（纽约证券交易所代码：TSM）。然而，Android手机都在争夺来自同一供应商的芯片，例如高通（纳斯达克股票代码：QCOM）和三星，以及后者的德克萨斯州工厂自上个月停电以来一直停产，可能导致全球智能手机供应量下降 5%。</blockquote>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.<blockquote>三星甚至正在考虑跳过今年最畅销的Galaxy Note的更新，因为高通无法满足对使用其骁龙芯片的智能手机的持续需求。</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>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst<blockquote>分析师表示，苹果 iPhone 的“超级周期”无法阻止</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; 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}\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\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst<blockquote>分析师表示，苹果 iPhone 的“超级周期”无法阻止</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-03-23 19:20\n\n</h4>\n</header>\n<article>\nThe tech giant has been unaffected by the chip shortage that has hamstrung its rivals.<blockquote>这家科技巨头并未受到阻碍其竞争对手的芯片短缺的影响。</blockquote>The massive demand for iPhone 12s was reported in&nbsp;Apple's&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.<blockquote>年报道了iPhone 12s的巨大需求苹果（纳斯达克股票代码：AAPL）第一季度业绩井喷，这是这家科技巨头有史以来第一个 1000 亿美元的季度。</blockquote>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.<blockquote>随着iPhone 12在发布几周内跃居5G智能手机市场榜首，一位分析师现在表示，他的渠道检查显示，所谓的“超级周期”有增无减，即使是芯片短缺也无法减缓它。</blockquote><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\">IMAGE SOURCE: APPLE.<blockquote>图片来源：苹果。</blockquote>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.<blockquote>Wedbush 分析师 Daniel Ives 在一份研究报告中告诉投资者，在查看苹果渠道后，他发现本季度的建设量继续以惊人的速度（在 5600 万至 6200 万辆之间），而需求却没有任何放缓。即使在六月季度，他们的数量也可能在 4000 万左右。</blockquote>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.<blockquote>他说，这是多年来最大的需求轨迹，可能可以追溯到2014年iPhone 6发布时。因此，艾夫斯维持该股跑赢大盘评级和每股 175 美元的目标价。考虑到周五收盘价低于 120 美元，这意味着苹果仍有 46% 的上涨空间。</blockquote>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"<blockquote>如此乐观可能有充分的理由。三星证券分析师黄女士上周告诉彭博社，半导体芯片供应紧张“正在影响除苹果以外的所有人”。</blockquote>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;Qualcomm&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.<blockquote>苹果在很大程度上没有受到短缺的影响，因为它设计了自己的芯片，并由台积电（纽约证券交易所代码：TSM）。然而，Android手机都在争夺来自同一供应商的芯片，例如高通（纳斯达克股票代码：QCOM）和三星，以及后者的德克萨斯州工厂自上个月停电以来一直停产，可能导致全球智能手机供应量下降 5%。</blockquote>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.<blockquote>三星甚至正在考虑跳过今年最畅销的Galaxy Note的更新，因为高通无法满足对使用其骁龙芯片的智能手机的持续需求。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Motley Fool</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.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3366,"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":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353212463"}