linrui
2021-10-07
Nice.
Apple Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果的收益即将到来。分析师关注 iPhone、零部件问题和服务。</blockquote>
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Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果的收益即将到来。分析师关注 iPhone、零部件问题和服务。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155573486","media":"Barrons","summary":"With Apple’s September quarter earnings report now just three weeks out, the Street is working hard ","content":"<p>With Apple’s September quarter earnings report now just three weeks out, the Street is working hard to ferret out hints about the numbers. Among other topics, investors are on the hunt for info on how iPhone 13 sales are going so far, how the company is handling the ongoing component crunch and whether Apple can continue to produce robust growth in its services business.</p><p><blockquote>距离苹果 9 月份季度财报发布仅剩三周时间，华尔街正在努力寻找有关这些数字的线索。除其他话题外，投资者正在寻找有关 iPhone 13 迄今为止的销售情况、该公司如何应对持续的零部件紧缩以及苹果是否能够继续在其服务业务中实现强劲增长的信息。</blockquote></p><p> As it happens, Apple (ticker: AAPL) analysts have cranked out notes on all three topics.</p><p><blockquote>碰巧的是，苹果（股票代码：AAPL）分析师已经就这三个主题撰写了报告。</blockquote></p><p> J.P. Morgan analyst Samik Chatterjee offered some thoughts on supply chain issues. He writes in a research note that the Street’s focus in recent weeks has been on iPhone 13 supply constraints, citing both disruptions related to a resurgence of Covid-19 cases and the impact on industrial production in China from a shortage of electric power.</p><p><blockquote>摩根大通分析师 Samik Chatterjee 就供应链问题提出了一些想法。他在一份研究报告中写道，最近几周华尔街的焦点一直集中在 iPhone 13 的供应限制上，并列举了与 Covid-19 病例死灰复燃有关的中断以及电力短缺对中国工业生产的影响。</blockquote></p><p> Chatterjee reports that initial iPhone 13 production was delayed by manufacturing related issues with the phone’s camera module, an issue he says implies Apple had more limited inventory heading into the launch compared with past years. And he says the camera module continues to be a primary bottleneck in producing the phones, due largely to headwinds from a Covid outbreak in Vietnam, where the parts are sourced.</p><p><blockquote>查特吉报告说，由于手机摄像头模块的制造相关问题，iPhone 13 的初始生产被推迟，他说这个问题意味着与往年相比，苹果在发布前的库存更加有限。他还表示，摄像头模块仍然是手机生产的主要瓶颈，这主要是由于零部件来源地越南新冠疫情爆发带来的不利因素。</blockquote></p><p> On the China power issue, he says most large assembly companies have seen limited impact from the problem, but that it could affect some smaller component companies. Both issues, he says, bear watching.</p><p><blockquote>关于中国电力问题，他表示，大多数大型组装公司受到的影响有限，但它可能会影响一些较小的零部件公司。他说，这两个问题都值得关注。</blockquote></p><p> Meanwhile,Morgan Stanley‘s Katy Huberty provides an update on the App Store. She writes in a research note that data from the research firm Sensor Tower suggests that App Store revenue in September grew16.1% from a year ago, the best level in five months, and ahead of her forecast for 12% growth.</p><p><blockquote>与此同时，摩根士丹利的凯蒂·休伯蒂在应用商店上提供了更新。她在一份研究报告中写道，研究公司 Sensor Tower 的数据显示，9 月份 App Store 收入同比增长 16.1%，为五个月来的最佳水平，高于她预测的 12% 增长。</blockquote></p><p> Huberty writes that both App Store revenue specifically and services revenue overall now appear to be running ahead of her forecast model. And she notes that her services estimates for the quarter were already above Street consensus levels. Huberty points out that China gaming revenue accelerated in September despite recent curbs on game play by children under age 18.</p><p><blockquote>休伯蒂写道，无论是应用商店的收入还是整体服务收入，现在似乎都领先于她的预测模型。她指出，她对本季度的服务估计已经高于华尔街共识水平。休伯蒂指出，尽管最近对18岁以下儿童玩游戏实施了限制，但中国游戏收入在9月份加速增长。</blockquote></p><p> Evercore ISI analyst Amit Daryanani observes that lead times for the iPhone 13 remain elevated in most countries, with lead times stretching out for most models. He says lead times in the U.S. for the Pro and Pro Max are running 31 days in the U.S. and 35 days in China, up from a previou estimate of 29 days here and 28 days in China. (As an aside, I would also note that I recently ordered a Pro Max via <a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&T</a> and received it in well under a week.) In other countries, he says, delivery times are averaging 28 days.</p><p><blockquote>Evercore ISI分析师Amit Daryanani观察到，iPhone 13在大多数国家的交货时间仍然很长，大多数型号的交货时间都在延长。他表示，Pro 和 Pro Max 在美国的交货时间为 31 天，在中国为 35 天，高于之前估计的 29 天和中国的 28 天。（顺便说一句，我还想指出，我最近通过<a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&T</a>不到一周就收到了。）他说，在其他国家，交货时间平均为 28 天。</blockquote></p><p> Daryanani notes that lead times are shorter for the base iPhone 13 and for the iPhone 13 Mini, which he thinks could mean a strong product mix skewed to the higher end models, driving higher margins for the company overall.</p><p><blockquote>Daryanani 指出，基础款 iPhone 13 和 iPhone 13 Mini 的交货时间较短，他认为这可能意味着产品组合偏向高端机型，从而提高公司的整体利润率。</blockquote></p><p> Baird analyst William Power says his checks find that iPhone 13 demand remains strong, supported by a combination of growing consumer interest in 5G and record carrier subsidies – up to $1,000 in trade-in value from AT&T (T),Verizon (VZ), and T-Mobile (TMUS). He sees multiple reasons for the carriers’ aggressive promotions on the new phones.</p><p><blockquote>Baird 分析师 William Power 表示，他的检查发现，iPhone 13 的需求仍然强劲，这得益于消费者对 5G 日益增长的兴趣和创纪录的运营商补贴——AT&T (T)、Verizon (VZ) 和 T-Mobile (TMUS) 的以旧换新价值高达 1,000 美元。他认为运营商在新手机上大力促销有多种原因。</blockquote></p><p> He says competition for customers is part of the equation, but also notes that a shift to 5G “should improve customer experience,” while opening up new revenue opportunities. He also says a switch to 5G provides the carriers with “significant network efficiency benefits.” Adds Power: ” We believe this could be part of the multi-year iPhone upgrade tailwind for Apple.”</p><p><blockquote>他说，争夺客户是其中的一部分，但他也指出，向 5G 的转变 “应该会改善客户体验”，同时开辟新的收入机会。他还表示，切换到 5G 可以为运营商带来 “显著的网络效率效益”。鲍尔补充道：“我们相信这可能是苹果多年来iPhone升级的动力之一。”</blockquote></p><p> Apple shares rose 0.6% to $142 on Wednesday.</p><p><blockquote>苹果股价周三上涨 0.6%，至 142 美元。</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 Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果的收益即将到来。分析师关注 iPhone、零部件问题和服务。</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 Earnings Are Coming. Analysts Are Focused on iPhone, Parts Issues, Services.<blockquote>苹果的收益即将到来。分析师关注 iPhone、零部件问题和服务。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-07 09:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With Apple’s September quarter earnings report now just three weeks out, the Street is working hard to ferret out hints about the numbers. Among other topics, investors are on the hunt for info on how iPhone 13 sales are going so far, how the company is handling the ongoing component crunch and whether Apple can continue to produce robust growth in its services business.</p><p><blockquote>距离苹果 9 月份季度财报发布仅剩三周时间，华尔街正在努力寻找有关这些数字的线索。除其他话题外，投资者正在寻找有关 iPhone 13 迄今为止的销售情况、该公司如何应对持续的零部件紧缩以及苹果是否能够继续在其服务业务中实现强劲增长的信息。</blockquote></p><p> As it happens, Apple (ticker: AAPL) analysts have cranked out notes on all three topics.</p><p><blockquote>碰巧的是，苹果（股票代码：AAPL）分析师已经就这三个主题撰写了报告。</blockquote></p><p> J.P. Morgan analyst Samik Chatterjee offered some thoughts on supply chain issues. He writes in a research note that the Street’s focus in recent weeks has been on iPhone 13 supply constraints, citing both disruptions related to a resurgence of Covid-19 cases and the impact on industrial production in China from a shortage of electric power.</p><p><blockquote>摩根大通分析师 Samik Chatterjee 就供应链问题提出了一些想法。他在一份研究报告中写道，最近几周华尔街的焦点一直集中在 iPhone 13 的供应限制上，并列举了与 Covid-19 病例死灰复燃有关的中断以及电力短缺对中国工业生产的影响。</blockquote></p><p> Chatterjee reports that initial iPhone 13 production was delayed by manufacturing related issues with the phone’s camera module, an issue he says implies Apple had more limited inventory heading into the launch compared with past years. And he says the camera module continues to be a primary bottleneck in producing the phones, due largely to headwinds from a Covid outbreak in Vietnam, where the parts are sourced.</p><p><blockquote>查特吉报告说，由于手机摄像头模块的制造相关问题，iPhone 13 的初始生产被推迟，他说这个问题意味着与往年相比，苹果在发布前的库存更加有限。他还表示，摄像头模块仍然是手机生产的主要瓶颈，这主要是由于零部件来源地越南新冠疫情爆发带来的不利因素。</blockquote></p><p> On the China power issue, he says most large assembly companies have seen limited impact from the problem, but that it could affect some smaller component companies. Both issues, he says, bear watching.</p><p><blockquote>关于中国电力问题，他表示，大多数大型组装公司受到的影响有限，但它可能会影响一些较小的零部件公司。他说，这两个问题都值得关注。</blockquote></p><p> Meanwhile,Morgan Stanley‘s Katy Huberty provides an update on the App Store. She writes in a research note that data from the research firm Sensor Tower suggests that App Store revenue in September grew16.1% from a year ago, the best level in five months, and ahead of her forecast for 12% growth.</p><p><blockquote>与此同时，摩根士丹利的凯蒂·休伯蒂在应用商店上提供了更新。她在一份研究报告中写道，研究公司 Sensor Tower 的数据显示，9 月份 App Store 收入同比增长 16.1%，为五个月来的最佳水平，高于她预测的 12% 增长。</blockquote></p><p> Huberty writes that both App Store revenue specifically and services revenue overall now appear to be running ahead of her forecast model. And she notes that her services estimates for the quarter were already above Street consensus levels. Huberty points out that China gaming revenue accelerated in September despite recent curbs on game play by children under age 18.</p><p><blockquote>休伯蒂写道，无论是应用商店的收入还是整体服务收入，现在似乎都领先于她的预测模型。她指出，她对本季度的服务估计已经高于华尔街共识水平。休伯蒂指出，尽管最近对18岁以下儿童玩游戏实施了限制，但中国游戏收入在9月份加速增长。</blockquote></p><p> Evercore ISI analyst Amit Daryanani observes that lead times for the iPhone 13 remain elevated in most countries, with lead times stretching out for most models. He says lead times in the U.S. for the Pro and Pro Max are running 31 days in the U.S. and 35 days in China, up from a previou estimate of 29 days here and 28 days in China. (As an aside, I would also note that I recently ordered a Pro Max via <a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&T</a> and received it in well under a week.) In other countries, he says, delivery times are averaging 28 days.</p><p><blockquote>Evercore ISI分析师Amit Daryanani观察到，iPhone 13在大多数国家的交货时间仍然很长，大多数型号的交货时间都在延长。他表示，Pro 和 Pro Max 在美国的交货时间为 31 天，在中国为 35 天，高于之前估计的 29 天和中国的 28 天。（顺便说一句，我还想指出，我最近通过<a href=\"https://www.marketwatch.com/investing/stock/T?mod=MW_story_quote\" target=\"_blank\">AT&T</a>不到一周就收到了。）他说，在其他国家，交货时间平均为 28 天。</blockquote></p><p> Daryanani notes that lead times are shorter for the base iPhone 13 and for the iPhone 13 Mini, which he thinks could mean a strong product mix skewed to the higher end models, driving higher margins for the company overall.</p><p><blockquote>Daryanani 指出，基础款 iPhone 13 和 iPhone 13 Mini 的交货时间较短，他认为这可能意味着产品组合偏向高端机型，从而提高公司的整体利润率。</blockquote></p><p> Baird analyst William Power says his checks find that iPhone 13 demand remains strong, supported by a combination of growing consumer interest in 5G and record carrier subsidies – up to $1,000 in trade-in value from AT&T (T),Verizon (VZ), and T-Mobile (TMUS). He sees multiple reasons for the carriers’ aggressive promotions on the new phones.</p><p><blockquote>Baird 分析师 William Power 表示，他的检查发现，iPhone 13 的需求仍然强劲，这得益于消费者对 5G 日益增长的兴趣和创纪录的运营商补贴——AT&T (T)、Verizon (VZ) 和 T-Mobile (TMUS) 的以旧换新价值高达 1,000 美元。他认为运营商在新手机上大力促销有多种原因。</blockquote></p><p> He says competition for customers is part of the equation, but also notes that a shift to 5G “should improve customer experience,” while opening up new revenue opportunities. He also says a switch to 5G provides the carriers with “significant network efficiency benefits.” Adds Power: ” We believe this could be part of the multi-year iPhone upgrade tailwind for Apple.”</p><p><blockquote>他说，争夺客户是其中的一部分，但他也指出，向 5G 的转变 “应该会改善客户体验”，同时开辟新的收入机会。他还表示，切换到 5G 可以为运营商带来 “显著的网络效率效益”。鲍尔补充道：“我们相信这可能是苹果多年来iPhone升级的动力之一。”</blockquote></p><p> Apple shares rose 0.6% to $142 on Wednesday.</p><p><blockquote>苹果股价周三上涨 0.6%，至 142 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-earnings-are-coming-51633536321?mod=hp_LEADSUPP_2\">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-earnings-are-coming-51633536321?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155573486","content_text":"With Apple’s September quarter earnings report now just three weeks out, the Street is working hard to ferret out hints about the numbers. Among other topics, investors are on the hunt for info on how iPhone 13 sales are going so far, how the company is handling the ongoing component crunch and whether Apple can continue to produce robust growth in its services business.\nAs it happens, Apple (ticker: AAPL) analysts have cranked out notes on all three topics.\nJ.P. Morgan analyst Samik Chatterjee offered some thoughts on supply chain issues. He writes in a research note that the Street’s focus in recent weeks has been on iPhone 13 supply constraints, citing both disruptions related to a resurgence of Covid-19 cases and the impact on industrial production in China from a shortage of electric power.\nChatterjee reports that initial iPhone 13 production was delayed by manufacturing related issues with the phone’s camera module, an issue he says implies Apple had more limited inventory heading into the launch compared with past years. And he says the camera module continues to be a primary bottleneck in producing the phones, due largely to headwinds from a Covid outbreak in Vietnam, where the parts are sourced.\nOn the China power issue, he says most large assembly companies have seen limited impact from the problem, but that it could affect some smaller component companies. Both issues, he says, bear watching.\nMeanwhile,Morgan Stanley‘s Katy Huberty provides an update on the App Store. She writes in a research note that data from the research firm Sensor Tower suggests that App Store revenue in September grew16.1% from a year ago, the best level in five months, and ahead of her forecast for 12% growth.\nHuberty writes that both App Store revenue specifically and services revenue overall now appear to be running ahead of her forecast model. And she notes that her services estimates for the quarter were already above Street consensus levels. Huberty points out that China gaming revenue accelerated in September despite recent curbs on game play by children under age 18.\nEvercore ISI analyst Amit Daryanani observes that lead times for the iPhone 13 remain elevated in most countries, with lead times stretching out for most models. He says lead times in the U.S. for the Pro and Pro Max are running 31 days in the U.S. and 35 days in China, up from a previou estimate of 29 days here and 28 days in China. (As an aside, I would also note that I recently ordered a Pro Max via AT&T and received it in well under a week.) In other countries, he says, delivery times are averaging 28 days.\nDaryanani notes that lead times are shorter for the base iPhone 13 and for the iPhone 13 Mini, which he thinks could mean a strong product mix skewed to the higher end models, driving higher margins for the company overall.\nBaird analyst William Power says his checks find that iPhone 13 demand remains strong, supported by a combination of growing consumer interest in 5G and record carrier subsidies – up to $1,000 in trade-in value from AT&T (T),Verizon (VZ), and T-Mobile (TMUS). He sees multiple reasons for the carriers’ aggressive promotions on the new phones.\nHe says competition for customers is part of the equation, but also notes that a shift to 5G “should improve customer experience,” while opening up new revenue opportunities. He also says a switch to 5G provides the carriers with “significant network efficiency benefits.” Adds Power: ” We believe this could be part of the multi-year iPhone upgrade tailwind for Apple.”\nApple shares rose 0.6% to $142 on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3124,"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":5,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823915831"}
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