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Kmlingc

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2021-12-07

Seem like going to reach soon

抱歉，原内容已删除

2021-11-10

Tell me your opinion about this news...

Poshmark shares tumbled nearly 30% in morning trading

2021-10-26

Apple

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2021-10-26

Up up it goes

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2021-10-20

Upgraded macbook. Up up it goes

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2021-10-07

Target price $217. This is good

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2021-09-14

Nice

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2021-09-01

Wow. So many functions

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2021-08-11

Nice

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2021-07-14

Wow. Good

Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade

2021-06-23

👍🏼

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22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Poshmark&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;30%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/26596c07bbb9a39bc4b2b344c34ef056\" tg-width=\"885\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Poshmark Inc&nbsp;forecast holiday-quarter revenue below estimates&nbsp;due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POSH":"Poshmark, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103378103","content_text":"Poshmark shares tumbled nearly 30% in morning trading.Poshmark Inc forecast holiday-quarter revenue below estimates due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852682784,"gmtCreate":1635262087995,"gmtModify":1635262126450,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Apple&nbsp;","listText":"Apple&nbsp;","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852682784","repostId":"2178408679","repostType":2,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852686392,"gmtCreate":1635261956562,"gmtModify":1635261956652,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Up up it goes","listText":"Up up it goes","text":"Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852686392","repostId":"2178401565","repostType":2,"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853036934,"gmtCreate":1634740673657,"gmtModify":1634740673790,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Upgraded macbook. Up up it goes&nbsp;","listText":"Upgraded macbook. Up up it goes&nbsp;","text":"Upgraded macbook. Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853036934","repostId":"1180374566","repostType":2,"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823096942,"gmtCreate":1633563578713,"gmtModify":1633563578849,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Target price $217. This is good&nbsp;","listText":"Target price $217. This is good&nbsp;","text":"Target price $217. This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823096942","repostId":"1180993953","repostType":2,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882045683,"gmtCreate":1631634243542,"gmtModify":1631891279909,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882045683","repostId":"2167555852","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816558288,"gmtCreate":1630508858444,"gmtModify":1631891279921,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Wow. So many functions","listText":"Wow. So many functions","text":"Wow. 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Good&nbsp;","listText":"Wow. Good&nbsp;","text":"Wow. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144159507","repostId":"1109822941","repostType":2,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://www.laohu8.com/m/news/1109822941?lang=&edition=full","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple&nbsp;shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics,&nbsp;saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as&nbsp;Samik Chatterjee&nbsp;boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</p>","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 at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129752935,"gmtCreate":1624399885227,"gmtModify":1631891279955,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129752935","repostId":"1186919064","repostType":2,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":847749451,"gmtCreate":1636555827396,"gmtModify":1636555887720,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847749451","repostId":"1103378103","repostType":2,"repost":{"id":"1103378103","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636555215,"share":"https://www.laohu8.com/m/news/1103378103?lang=&edition=full","pubTime":"2021-11-10 22:40","market":"us","language":"en","title":"Poshmark shares tumbled nearly 30% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1103378103","media":"Tiger Newspress","summary":"Poshmark shares tumbled nearly 30% in morning trading.Poshmark Inc forecast holiday-quarter revenue ","content":"<p>Poshmark&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;30%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/26596c07bbb9a39bc4b2b344c34ef056\" tg-width=\"885\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Poshmark Inc&nbsp;forecast holiday-quarter revenue below estimates&nbsp;due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.</p>","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>Poshmark shares tumbled nearly 30% in morning trading</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPoshmark shares tumbled nearly 30% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-10 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Poshmark&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;30%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/26596c07bbb9a39bc4b2b344c34ef056\" tg-width=\"885\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Poshmark Inc&nbsp;forecast holiday-quarter revenue below estimates&nbsp;due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POSH":"Poshmark, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103378103","content_text":"Poshmark shares tumbled nearly 30% in morning trading.Poshmark Inc forecast holiday-quarter revenue below estimates due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852682784,"gmtCreate":1635262087995,"gmtModify":1635262126450,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Apple&nbsp;","listText":"Apple&nbsp;","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852682784","repostId":"2178408679","repostType":2,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816558288,"gmtCreate":1630508858444,"gmtModify":1631891279921,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Wow. So many functions","listText":"Wow. So many functions","text":"Wow. So many functions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816558288","repostId":"1136463591","repostType":2,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144159507,"gmtCreate":1626272703909,"gmtModify":1631891279948,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Wow. Good&nbsp;","listText":"Wow. Good&nbsp;","text":"Wow. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144159507","repostId":"1109822941","repostType":2,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://www.laohu8.com/m/news/1109822941?lang=&edition=full","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple&nbsp;shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics,&nbsp;saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as&nbsp;Samik Chatterjee&nbsp;boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</p>","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 at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895021856,"gmtCreate":1628695541975,"gmtModify":1631891279931,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895021856","repostId":"1143297548","repostType":2,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882045683,"gmtCreate":1631634243542,"gmtModify":1631891279909,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882045683","repostId":"2167555852","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606266798,"gmtCreate":1638886712559,"gmtModify":1638886712559,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Seem like going to reach soon","listText":"Seem like going to reach soon","text":"Seem like going to reach soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606266798","repostId":"2189632657","repostType":2,"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852686392,"gmtCreate":1635261956562,"gmtModify":1635261956652,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Up up it goes","listText":"Up up it goes","text":"Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852686392","repostId":"2178401565","repostType":2,"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853036934,"gmtCreate":1634740673657,"gmtModify":1634740673790,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Upgraded macbook. Up up it goes&nbsp;","listText":"Upgraded macbook. Up up it goes&nbsp;","text":"Upgraded macbook. Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853036934","repostId":"1180374566","repostType":2,"repost":{"id":"1180374566","kind":"news","pubTimestamp":1634711468,"share":"https://www.laohu8.com/m/news/1180374566?lang=&edition=full","pubTime":"2021-10-20 14:31","market":"us","language":"en","title":"Apple's MacBook Pro Event: The Hidden Bullish Factors","url":"https://stock-news.laohu8.com/highlight/detail?id=1180374566","media":"Seeking Alpha","summary":"Summary\n\nApple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the event should be a bullish catalyst.</li>\n <li>Two key, yet underappreciated factors at play include (1) Apple's competitive supply chain position and (2) TAM expansion.</li>\n <li>Given robust business fundamentals, I doubt that AAPL will remain in this drawdown position for much longer.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc9b413d34e7e7a4e98291126300a550\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>volkankovancisoy/iStock Unreleased via Getty Images</span></p>\n<p>On the day that Apple (AAPL) unveiled&nbsp;its new set of MacBook Pro devices, shares of the Cupertino-based company jumped from a modest gain of 0.2% earlier in the morning to 1.2% at the closing bell. The obvious reasons for such an intraday spike are not hard to pinpoint: Apple introduced two new chips that, from a processing and graphics performance standpoint, promise to leave the competition in the dust.</p>\n<p>But I believe that there are more subtle reasons why Apple investors may have felt particularly bullish on October 18 – and that, maybe, could fuel the rally further as the market slowly prices in the upside potential. Below are a couple of bullish factors that I have identified, which I have not seen any analyst or expert mention in more detail so far.</p>\n<p><b>Apple rules the supply chain</b></p>\n<p>The talk of the town lately has been how the pandemic, more specifically the global economies' messy recovery from it, has been causing disruption to the supply chains. The tech space has been hit particularly hard by the crisis, as component shortages alone have caused some hardware vendors&nbsp;to expect a drop&nbsp;of more than ten percentage points in annual revenue growth this year.</p>\n<p>Confronted with the sector-wide challenges, Apple impressed by \"flexing its supply chain muscles\" during the October product launch event. Ahead of it, I found it plausible that the highly-anticipated new set of MacBook Pro laptops would face production delays. The risk would be even higher, in my view, if Apple boldly introduced not only a new 16-inch device but also rushed to bring to market a 14-inch trim to replace last year's 13-inch model during such a turbulent environment for tech device makers.</p>\n<p>In the end, Apple handily topped all my expectations. The 14.2-inch product was, in fact, launched on the same day as its 16.2-inch counterpart. Not only that, but Apple did not retire the 13-inch model, which effectively expanded (and added complexity to) Apple's PC portfolio. Lastly, but perhaps most impressively, all new products, which were fundamentally redesigned to accommodate the new M1 Pro and Max chips, will start shipping as early as next week – well ahead of the thick of the 2021 holiday shopping season.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24be483657228ce035330f7e50924aa5\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: company's video presentation</span></p>\n<p>Apple has reinforced&nbsp;my opinion that the company is, indeed, the king of inventory management. Former COO Tim Cook, a methodical operations manager at heart who has once advocated for \"managing [tech inventory] like you're in the dairy business\", has proven his value once again as the chief executive. Whether last year's transition from Intel-based (INTC) gear to Apple silicon played a key role or not, I believe that this was the perfect time for Apple to showcase what it is capable of doing within its supply chain, given concerns around the world that are unlikely to be put to rest anytime soon.</p>\n<p><b>Widening the TAM</b></p>\n<p>The second key, yet arguably underappreciated takeaway from Apple's October launch event was the widening of the total addressable market. Apple unveiled a 16.2-inch MacBook Pro with M1 Max chip that retails for as much as $6,100 at&nbsp;the highest configuration&nbsp;(Final Cut Pro and Logic Pro software not included in this number). At the same time, it chose not to discontinue the basic M1-equipped, much cheaper 13-inch device that was launched this time last year, allowing consumers entry into the MacBook Pro family for as little as $1,300.</p>\n<p>Apple did not limit the TAM expansion strategy to the Mac segment only. In very similar fashion, the company also announced the third generation of AirPods during the October event, but without discontinuing the second generation device. As a result, Apple now markets its flagship wireless headsets at a starting price of only $129 vs. $159 as recently as a couple of days ago – the company had already reached towards the higher end of the spectrum, when it launched the $550 AirPods Max&nbsp;less than a year ago. On the services side, Apple introduced the Apple Music Voice plan at a rock-bottom price of only $5, in a clear attempt to cater to price-sensitive music lovers.</p>\n<p>Apple has done something similar to the iPhone recently. Once upon a time, as recently as 2019, the company carried only a handful of smartphone models at a time. Last year, it widened its product offerings to include the iPhone 11, SE and Mini at the lower end; and the very pricey 12 Pro Max with three hard drive configurations at the higher end. The result was \"an iPhone for everyone\",a term coined&nbsp;by CEO Tim Cook himself last year – and, of course, an astonishing spike in smartphone sales in the past few quarters (see below).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4f93f0368df2d7e0f6cead60e3a2ea9\" tg-width=\"446\" tg-height=\"312\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p>\n<p><b>In summary</b></p>\n<p>I believe that this Monday's event served to reinforce the bullish thesis on Apple. Call it a super cycle or not, the company's products seem to be hitting the mark and meeting increased demand across nearly all major segments, even without the tailwinds of the stay-at-home economy. Apple has been one of the only top global tech device producers to gain market share&nbsp;in laptops&nbsp;and&nbsp;in smartphones&nbsp;lately, while it remains by far the most dominant player&nbsp;in smartwatches.</p>\n<p>I have favored an investment in the stock&nbsp;for as long as I remember, but admit that shares can reach valuations&nbsp;that are a bit hard to justify at times. Now, I believe that multiples are de-risked enough once again, as the chart below indicates. Notice how, on a forward P/E and EV/EBITDA bases, AAPL trades at roughly the same pre-pandemic levels of January 2020, back when interest rates were higher and Big Tech had not yet benefited from the impact of COVID-19 on consumer behavior.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42473aff5d3de50f7cca63998f96700c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Apple share price is down nearly 7% from its all-time high (to be clear, not a substantial pullback from the peak). But, given robust business fundamentals, I doubt that the stock will remain in this drawdown position for much longer.</p>","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 MacBook Pro Event: The Hidden Bullish Factors</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 MacBook Pro Event: The Hidden Bullish Factors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 14:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4460539-apples-macbook-pro-event-the-hidden-bullish-factors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the event should be a bullish catalyst.\nTwo key, yet underappreciated factors at play include (1) Apple'...</p>\n\n<a href=\"https://seekingalpha.com/article/4460539-apples-macbook-pro-event-the-hidden-bullish-factors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4460539-apples-macbook-pro-event-the-hidden-bullish-factors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180374566","content_text":"Summary\n\nApple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the event should be a bullish catalyst.\nTwo key, yet underappreciated factors at play include (1) Apple's competitive supply chain position and (2) TAM expansion.\nGiven robust business fundamentals, I doubt that AAPL will remain in this drawdown position for much longer.\n\nvolkankovancisoy/iStock Unreleased via Getty Images\nOn the day that Apple (AAPL) unveiled its new set of MacBook Pro devices, shares of the Cupertino-based company jumped from a modest gain of 0.2% earlier in the morning to 1.2% at the closing bell. The obvious reasons for such an intraday spike are not hard to pinpoint: Apple introduced two new chips that, from a processing and graphics performance standpoint, promise to leave the competition in the dust.\nBut I believe that there are more subtle reasons why Apple investors may have felt particularly bullish on October 18 – and that, maybe, could fuel the rally further as the market slowly prices in the upside potential. Below are a couple of bullish factors that I have identified, which I have not seen any analyst or expert mention in more detail so far.\nApple rules the supply chain\nThe talk of the town lately has been how the pandemic, more specifically the global economies' messy recovery from it, has been causing disruption to the supply chains. The tech space has been hit particularly hard by the crisis, as component shortages alone have caused some hardware vendors to expect a drop of more than ten percentage points in annual revenue growth this year.\nConfronted with the sector-wide challenges, Apple impressed by \"flexing its supply chain muscles\" during the October product launch event. Ahead of it, I found it plausible that the highly-anticipated new set of MacBook Pro laptops would face production delays. The risk would be even higher, in my view, if Apple boldly introduced not only a new 16-inch device but also rushed to bring to market a 14-inch trim to replace last year's 13-inch model during such a turbulent environment for tech device makers.\nIn the end, Apple handily topped all my expectations. The 14.2-inch product was, in fact, launched on the same day as its 16.2-inch counterpart. Not only that, but Apple did not retire the 13-inch model, which effectively expanded (and added complexity to) Apple's PC portfolio. Lastly, but perhaps most impressively, all new products, which were fundamentally redesigned to accommodate the new M1 Pro and Max chips, will start shipping as early as next week – well ahead of the thick of the 2021 holiday shopping season.\nSource: company's video presentation\nApple has reinforced my opinion that the company is, indeed, the king of inventory management. Former COO Tim Cook, a methodical operations manager at heart who has once advocated for \"managing [tech inventory] like you're in the dairy business\", has proven his value once again as the chief executive. Whether last year's transition from Intel-based (INTC) gear to Apple silicon played a key role or not, I believe that this was the perfect time for Apple to showcase what it is capable of doing within its supply chain, given concerns around the world that are unlikely to be put to rest anytime soon.\nWidening the TAM\nThe second key, yet arguably underappreciated takeaway from Apple's October launch event was the widening of the total addressable market. Apple unveiled a 16.2-inch MacBook Pro with M1 Max chip that retails for as much as $6,100 at the highest configuration (Final Cut Pro and Logic Pro software not included in this number). At the same time, it chose not to discontinue the basic M1-equipped, much cheaper 13-inch device that was launched this time last year, allowing consumers entry into the MacBook Pro family for as little as $1,300.\nApple did not limit the TAM expansion strategy to the Mac segment only. In very similar fashion, the company also announced the third generation of AirPods during the October event, but without discontinuing the second generation device. As a result, Apple now markets its flagship wireless headsets at a starting price of only $129 vs. $159 as recently as a couple of days ago – the company had already reached towards the higher end of the spectrum, when it launched the $550 AirPods Max less than a year ago. On the services side, Apple introduced the Apple Music Voice plan at a rock-bottom price of only $5, in a clear attempt to cater to price-sensitive music lovers.\nApple has done something similar to the iPhone recently. Once upon a time, as recently as 2019, the company carried only a handful of smartphone models at a time. Last year, it widened its product offerings to include the iPhone 11, SE and Mini at the lower end; and the very pricey 12 Pro Max with three hard drive configurations at the higher end. The result was \"an iPhone for everyone\",a term coined by CEO Tim Cook himself last year – and, of course, an astonishing spike in smartphone sales in the past few quarters (see below).\nSource: DM Martins Research, data from company reports\nIn summary\nI believe that this Monday's event served to reinforce the bullish thesis on Apple. Call it a super cycle or not, the company's products seem to be hitting the mark and meeting increased demand across nearly all major segments, even without the tailwinds of the stay-at-home economy. Apple has been one of the only top global tech device producers to gain market share in laptops and in smartphones lately, while it remains by far the most dominant player in smartwatches.\nI have favored an investment in the stock for as long as I remember, but admit that shares can reach valuations that are a bit hard to justify at times. Now, I believe that multiples are de-risked enough once again, as the chart below indicates. Notice how, on a forward P/E and EV/EBITDA bases, AAPL trades at roughly the same pre-pandemic levels of January 2020, back when interest rates were higher and Big Tech had not yet benefited from the impact of COVID-19 on consumer behavior.\nData by YCharts\nApple share price is down nearly 7% from its all-time high (to be clear, not a substantial pullback from the peak). But, given robust business fundamentals, I doubt that the stock will remain in this drawdown position for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823096942,"gmtCreate":1633563578713,"gmtModify":1633563578849,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Target price $217. This is good&nbsp;","listText":"Target price $217. This is good&nbsp;","text":"Target price $217. This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823096942","repostId":"1180993953","repostType":2,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129752935,"gmtCreate":1624399885227,"gmtModify":1631891279955,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129752935","repostId":"1186919064","repostType":2,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}