J999
2022-01-27
Good to be cautious
Apple Reports Earnings Thursday. Here’s Why at Least One Analyst Is Cautious.<blockquote>苹果周四公布财报。这就是为什么至少有一位分析师持谨慎态度。</blockquote>
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Here’s Why at Least One Analyst Is Cautious.<blockquote>苹果周四公布财报。这就是为什么至少有一位分析师持谨慎态度。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185304232","media":"Barrons","summary":"Apple stock has stalled out, dragged down by the broader slide in stock valuations. The company repo","content":"<p><html><head></head><body>Apple stock has stalled out, dragged down by the broader slide in stock valuations. The company reports December quarter results Thursday afternoon, and bulls think strong iPhone sales could power a better-than-expected top line, and profits. But not everyone is so sure.</p><p><blockquote><html><head></head><body>受股票估值普遍下滑的拖累，苹果股价陷入停滞。该公司周四下午公布了12月份季度业绩，看涨者认为强劲的iPhone销售可能会带来好于预期的营收和利润。但不是每个人都这么确定。</body></html></blockquote></p><p>Goldman Sachs analyst Rod Hall, who carries a Neutral rating on Apple (ticker: AAPL) stock, has long been one of the Street’s more-cautious analysts on the shares, and this quarter is no exception. He sees risk the quarter will disappoint.</p><p><blockquote>高盛分析师罗德·霍尔(Rod Hall)对苹果（股票代码：AAPL）股票给予中性评级，长期以来一直是华尔街对该股较为谨慎的分析师之一，本季度也不例外。他认为本季度的风险将令人失望。</blockquote></p><p>Hall says that both retail sales data and Chinese data on handset sales suggest “slower momentum in December” than in recent months. He thinks the trend could trigger cautious commentary from Apple on the outlook for March-quarter iPhone demand. He’s also cautious on Apple’s Services business, based on moderating growth from both the App Store and search revenue. He says that Apple may have executed better-than-plan against supply constraints, but adds that both services and fading iPhone demand late in the quarter “add risk to both the quarter and outlook commentary.”</p><p><blockquote>霍尔表示，零售销售数据和中国手机销售数据都表明，“12月份的势头比最近几个月要慢”。他认为这一趋势可能会引发苹果对3月份季度iPhone需求前景的谨慎评论。基于应用商店和搜索收入增长放缓，他对苹果的服务业务也持谨慎态度。他表示，苹果在应对供应限制方面的表现可能好于计划，但他补充说，服务和本季度末iPhone需求的下降“增加了本季度和前景评论的风险”。</blockquote></p><p>For the Services segment, he notes that growth in the September 2021 fiscal year was 27%, accelerating from about 16% in each or the two prior years. Hall points out that data from the app tracking firm Sensor Tower suggest that revenue growth from the App Store decelerated throughout calendar 2021.</p><p><blockquote>对于服务部门，他指出，2021年9月财年的增长率为27%，高于前一两年的16%左右。霍尔指出，应用程序跟踪公司Sensor Tower的数据表明，App Store的收入增长在2021年全年放缓。</blockquote></p><p>The Goldman analyst also notes that Apple’s fiscal first quarter this time actually ended Dec. 25, rather than Dec. 31, pushing sales from the typically strong post-Christmas week into the fiscal second quarter.</p><p><blockquote>这位高盛分析师还指出，苹果第一财季实际上于12月25日结束，而不是12月31日，这将销售从圣诞节后一周通常强劲的销售推至第二财季。</blockquote></p><p>He adds that “widely publicized supply shortages may have driven consumers to pull forward holiday shopping making December data harder to interpret than in a more normal year.” He points out that December U.S. retail sales were down 3.1%, “much weaker than expected.” Not least, he contends that recent subscriber growth weakness at Netflix and moderating demand for Peloton hardware suggest an ebbing of pandemic-era demand spikes that have been a boon to Apple over the past two years.</p><p><blockquote>他补充道，“广泛宣传的供应短缺可能促使消费者提前假日购物，使得12月份的数据比正常年份更难解读。”他指出，12月份美国零售额下降3.1%，“远弱于预期”。更重要的是，他认为Netflix最近的用户增长疲软以及对Peloton硬件的需求放缓表明，过去两年对苹果有利的大流行时期的需求激增正在消退。</blockquote></p><p>Apple stock closed 1.1% lower at $159.78 on Tuesday.</p><p><blockquote>苹果股价周二收盘下跌1.1%，至159.78美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Thursday. Here’s Why at Least One Analyst Is Cautious.<blockquote>苹果周四公布财报。这就是为什么至少有一位分析师持谨慎态度。</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 Reports Earnings Thursday. Here’s Why at Least One Analyst Is Cautious.<blockquote>苹果周四公布财报。这就是为什么至少有一位分析师持谨慎态度。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-26 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Apple stock has stalled out, dragged down by the broader slide in stock valuations. The company reports December quarter results Thursday afternoon, and bulls think strong iPhone sales could power a better-than-expected top line, and profits. But not everyone is so sure.</p><p><blockquote><html><head></head><body>受股票估值普遍下滑的拖累，苹果股价陷入停滞。该公司周四下午公布了12月份季度业绩，看涨者认为强劲的iPhone销售可能会带来好于预期的营收和利润。但不是每个人都这么确定。</body></html></blockquote></p><p>Goldman Sachs analyst Rod Hall, who carries a Neutral rating on Apple (ticker: AAPL) stock, has long been one of the Street’s more-cautious analysts on the shares, and this quarter is no exception. He sees risk the quarter will disappoint.</p><p><blockquote>高盛分析师罗德·霍尔(Rod Hall)对苹果（股票代码：AAPL）股票给予中性评级，长期以来一直是华尔街对该股较为谨慎的分析师之一，本季度也不例外。他认为本季度的风险将令人失望。</blockquote></p><p>Hall says that both retail sales data and Chinese data on handset sales suggest “slower momentum in December” than in recent months. He thinks the trend could trigger cautious commentary from Apple on the outlook for March-quarter iPhone demand. He’s also cautious on Apple’s Services business, based on moderating growth from both the App Store and search revenue. He says that Apple may have executed better-than-plan against supply constraints, but adds that both services and fading iPhone demand late in the quarter “add risk to both the quarter and outlook commentary.”</p><p><blockquote>霍尔表示，零售销售数据和中国手机销售数据都表明，“12月份的势头比最近几个月要慢”。他认为这一趋势可能会引发苹果对3月份季度iPhone需求前景的谨慎评论。基于应用商店和搜索收入增长放缓，他对苹果的服务业务也持谨慎态度。他表示，苹果在应对供应限制方面的表现可能好于计划，但他补充说，服务和本季度末iPhone需求的下降“增加了本季度和前景评论的风险”。</blockquote></p><p>For the Services segment, he notes that growth in the September 2021 fiscal year was 27%, accelerating from about 16% in each or the two prior years. Hall points out that data from the app tracking firm Sensor Tower suggest that revenue growth from the App Store decelerated throughout calendar 2021.</p><p><blockquote>对于服务部门，他指出，2021年9月财年的增长率为27%，高于前一两年的16%左右。霍尔指出，应用程序跟踪公司Sensor Tower的数据表明，App Store的收入增长在2021年全年放缓。</blockquote></p><p>The Goldman analyst also notes that Apple’s fiscal first quarter this time actually ended Dec. 25, rather than Dec. 31, pushing sales from the typically strong post-Christmas week into the fiscal second quarter.</p><p><blockquote>这位高盛分析师还指出，苹果第一财季实际上于12月25日结束，而不是12月31日，这将销售从圣诞节后一周通常强劲的销售推至第二财季。</blockquote></p><p>He adds that “widely publicized supply shortages may have driven consumers to pull forward holiday shopping making December data harder to interpret than in a more normal year.” He points out that December U.S. retail sales were down 3.1%, “much weaker than expected.” Not least, he contends that recent subscriber growth weakness at Netflix and moderating demand for Peloton hardware suggest an ebbing of pandemic-era demand spikes that have been a boon to Apple over the past two years.</p><p><blockquote>他补充道，“广泛宣传的供应短缺可能促使消费者提前假日购物，使得12月份的数据比正常年份更难解读。”他指出，12月份美国零售额下降3.1%，“远弱于预期”。更重要的是，他认为Netflix最近的用户增长疲软以及对Peloton硬件的需求放缓表明，过去两年对苹果有利的大流行时期的需求激增正在消退。</blockquote></p><p>Apple stock closed 1.1% lower at $159.78 on Tuesday.</p><p><blockquote>苹果股价周二收盘下跌1.1%，至159.78美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-earnings-51643141073?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-earnings-51643141073?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185304232","content_text":"Apple stock has stalled out, dragged down by the broader slide in stock valuations. The company reports December quarter results Thursday afternoon, and bulls think strong iPhone sales could power a better-than-expected top line, and profits. But not everyone is so sure.Goldman Sachs analyst Rod Hall, who carries a Neutral rating on Apple (ticker: AAPL) stock, has long been one of the Street’s more-cautious analysts on the shares, and this quarter is no exception. He sees risk the quarter will disappoint.Hall says that both retail sales data and Chinese data on handset sales suggest “slower momentum in December” than in recent months. He thinks the trend could trigger cautious commentary from Apple on the outlook for March-quarter iPhone demand. He’s also cautious on Apple’s Services business, based on moderating growth from both the App Store and search revenue. He says that Apple may have executed better-than-plan against supply constraints, but adds that both services and fading iPhone demand late in the quarter “add risk to both the quarter and outlook commentary.”For the Services segment, he notes that growth in the September 2021 fiscal year was 27%, accelerating from about 16% in each or the two prior years. Hall points out that data from the app tracking firm Sensor Tower suggest that revenue growth from the App Store decelerated throughout calendar 2021.The Goldman analyst also notes that Apple’s fiscal first quarter this time actually ended Dec. 25, rather than Dec. 31, pushing sales from the typically strong post-Christmas week into the fiscal second quarter.He adds that “widely publicized supply shortages may have driven consumers to pull forward holiday shopping making December data harder to interpret than in a more normal year.” He points out that December U.S. retail sales were down 3.1%, “much weaker than expected.” Not least, he contends that recent subscriber growth weakness at Netflix and moderating demand for Peloton hardware suggest an ebbing of pandemic-era demand spikes that have been a boon to Apple over the past two years.Apple stock closed 1.1% lower at $159.78 on Tuesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2347,"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":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/639665758"}
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