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2021-11-02

Just a quick opportunity to get in

Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望，但很快反弹。原因如下。</blockquote>

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Here's Why.<blockquote>苹果令人失望，但很快反弹。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.<blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.<blockquote>10 月 28 日，苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.<blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短期损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.<blockquote>下面，我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote> <img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\">Figure 1: Apple store in New York, NY.<blockquote>图1：纽约州纽约市的苹果商店。</blockquote> Wall Street seemed comfortable<blockquote>华尔街似乎很舒服</blockquote> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.<blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中，没有人改变对 AAPL 股票的评级，仍为 “适度买入”：约四分之三的人仍建议买入该股。</blockquote> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.<blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.<blockquote>摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）是另一位歌唱公牛，我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元，同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.<blockquote>这位分析师认为，“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”，这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论：（1）指导评论意味着第一季度财年收入应该符合共识，（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.<blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉（Tony Sacconaghi）对该股给予中性评级，认为下行风险超过 10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote> Apple Maven’s take<blockquote>苹果·马文的观点</blockquote> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.<blockquote>过去几年，投资者已经习惯于看到苹果实现令人印象深刻的盈利增长，在 COVID-19 危机期间更是如此。出于这个原因，最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.<blockquote>但在幕后，苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了 29%，尽管高于 2020 年的轻松竞争。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累，苹果的每股收益本可以再次超出预期。</blockquote> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.<blockquote>考虑到该公司管理团队最近的表现，我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</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>Apple Disappointed -- and Quickly Rebounded. 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Here's Why.<blockquote>苹果令人失望，但很快反弹。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-11-01 23:19\n\n</h4>\n</header>\n<article>\nApple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.<blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.<blockquote>10 月 28 日，苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.<blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短期损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.<blockquote>下面，我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote> <img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\">Figure 1: Apple store in New York, NY.<blockquote>图1：纽约州纽约市的苹果商店。</blockquote> Wall Street seemed comfortable<blockquote>华尔街似乎很舒服</blockquote> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.<blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中，没有人改变对 AAPL 股票的评级，仍为 “适度买入”：约四分之三的人仍建议买入该股。</blockquote> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.<blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.<blockquote>摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）是另一位歌唱公牛，我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元，同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.<blockquote>这位分析师认为，“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”，这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论：（1）指导评论意味着第一季度财年收入应该符合共识，（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.<blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉（Tony Sacconaghi）对该股给予中性评级，认为下行风险超过 10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote> Apple Maven’s take<blockquote>苹果·马文的观点</blockquote> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.<blockquote>过去几年，投资者已经习惯于看到苹果实现令人印象深刻的盈利增长，在 COVID-19 危机期间更是如此。出于这个原因，最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.<blockquote>但在幕后，苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了 29%，尽管高于 2020 年的轻松竞争。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累，苹果的每股收益本可以再次超出预期。</blockquote> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.<blockquote>考虑到该公司管理团队最近的表现，我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">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/stock/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JE"],"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":28,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/843073368"}