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0勋章

2021-08-10

[Grin] [Grin] [Grin] [Grin]

2021-07-06

Good

Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</blockquote>

2021-07-05

$CapLand IntCom T(C38U.SI)$🥰

2021-06-18

Hmmmmm 🤔

Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>

2021-06-17

🧐

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2021-06-17

👍

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2021-06-17

✔️

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2021-06-15

👌🏽💪

Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</blockquote>

2021-06-15

👍

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2021-06-15

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2021-04-30

👍

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2021-04-30

Good time to buy more?

NIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。要知道什么。</blockquote>

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08:27","market":"us","language":"en","title":"Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123392624","media":"Reuters","summary":"Summary\n\nQ2 operating profit estimated at 11.3 trln won\nSurging chip prices, shipments boost profit\n","content":"<p><li>Summary</li> <ul>  <li>Q2 operating profit estimated at 11.3 trln won</li>  <li>Surging chip prices, shipments boost profit</li>  <li>Revenue estimated up 15.4%</li>  <li>Smartphones shipments likely fell on quarter</li> </ul> SEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.</p><p><blockquote><li>总结</li><ul><li>第二季度营业利润预计为11.3万亿韩元</li><li>芯片价格飙升，出货量提振利润</li><li>收入预计增长 15.4%</li><li>智能手机出货量可能环比下降</li></ul>路透首尔 7 月 6 日 - 三星电子有限公司 (005930.KS) 4 月至 6 月季度利润可能飙升 38%，这得益于芯片价格强劲以及疫情引领的消费者对电子产品的需求以及数据中心投资的复苏。</blockquote></p><p> Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.</p><p><blockquote>根据 Refinitiv SmartEstimate，这家全球最大的存储芯片和智能手机制造商的营业利润可能跃升至 11.3 万亿韩元（100 亿美元），该估算倾向于那些持续准确的分析师。</blockquote></p><p> The South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.</p><p><blockquote>这家韩国科技巨头的强劲表现——尽管其智能手机出货量低于 1 月至 3 月——凸显了对芯片的巨大需求，这耗尽了库存，填满了产能。</blockquote></p><p> The result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.</p><p><blockquote>这一结果将比第一季度增长 20%，标志着三星自 2018 年以来第二季度的最高经营利润。收入可能增长 15.4%。</blockquote></p><p> Samsung is scheduled to announce preliminary second-quarter results on Wednesday.</p><p><blockquote>三星定于周三公布第二季度初步业绩。</blockquote></p><p> The company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.</p><p><blockquote>分析师表示，该公司的芯片部门可能受益于存储芯片价格上涨超出市场预期，同时出货量也有所增长。</blockquote></p><p> Prices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.</p><p><blockquote>根据研究提供商Trendforce的数据，广泛用于服务器、手机和其他计算设备的DRAM芯片的价格比3月份季度上涨了27%，而服务于数据存储市场的NAND闪存芯片的价格上涨了8.6%。</blockquote></p><p> Profit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.</p><p><blockquote>分析师表示，三星芯片合同制造和逻辑芯片设计业务的利润也有所改善，部分原因是其遭受风暴袭击的德克萨斯州工厂的运营恢复正常。</blockquote></p><p> They estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.</p><p><blockquote>他们估计芯片部门4月至6月的营业利润同比增长约22%，达到约6.6万亿韩元。</blockquote></p><p> Still, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment &amp; Securities, as sales slowed for its latest flagship model, launched in mid-January.</p><p><blockquote>尽管如此，根据Shinyoung Investment &amp; Securities的数据，三星4月至6月的智能手机出货量从第一季度的约7600万部降至约5900万部，原因是其1月中旬推出的最新旗舰机型销售放缓。</blockquote></p><p> Reduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.</p><p><blockquote>分析师表示，印度本季度受到疫情严重打击，需求减少，以及一些移动处理器芯片供应紧张，也可能影响出货量，预计移动业务的营业利润约为 2.9 万亿韩元。</blockquote></p><p> ($1 = 1,129.2800 won)</p><p><blockquote>（1美元 = 1,129.2800韩元）</blockquote></p><p></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>Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-06 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><li>Summary</li> <ul>  <li>Q2 operating profit estimated at 11.3 trln won</li>  <li>Surging chip prices, shipments boost profit</li>  <li>Revenue estimated up 15.4%</li>  <li>Smartphones shipments likely fell on quarter</li> </ul> SEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.</p><p><blockquote><li>总结</li><ul><li>第二季度营业利润预计为11.3万亿韩元</li><li>芯片价格飙升，出货量提振利润</li><li>收入预计增长 15.4%</li><li>智能手机出货量可能环比下降</li></ul>路透首尔 7 月 6 日 - 三星电子有限公司 (005930.KS) 4 月至 6 月季度利润可能飙升 38%，这得益于芯片价格强劲以及疫情引领的消费者对电子产品的需求以及数据中心投资的复苏。</blockquote></p><p> Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.</p><p><blockquote>根据 Refinitiv SmartEstimate，这家全球最大的存储芯片和智能手机制造商的营业利润可能跃升至 11.3 万亿韩元（100 亿美元），该估算倾向于那些持续准确的分析师。</blockquote></p><p> The South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.</p><p><blockquote>这家韩国科技巨头的强劲表现——尽管其智能手机出货量低于 1 月至 3 月——凸显了对芯片的巨大需求，这耗尽了库存，填满了产能。</blockquote></p><p> The result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.</p><p><blockquote>这一结果将比第一季度增长 20%，标志着三星自 2018 年以来第二季度的最高经营利润。收入可能增长 15.4%。</blockquote></p><p> Samsung is scheduled to announce preliminary second-quarter results on Wednesday.</p><p><blockquote>三星定于周三公布第二季度初步业绩。</blockquote></p><p> The company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.</p><p><blockquote>分析师表示，该公司的芯片部门可能受益于存储芯片价格上涨超出市场预期，同时出货量也有所增长。</blockquote></p><p> Prices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.</p><p><blockquote>根据研究提供商Trendforce的数据，广泛用于服务器、手机和其他计算设备的DRAM芯片的价格比3月份季度上涨了27%，而服务于数据存储市场的NAND闪存芯片的价格上涨了8.6%。</blockquote></p><p> Profit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.</p><p><blockquote>分析师表示，三星芯片合同制造和逻辑芯片设计业务的利润也有所改善，部分原因是其遭受风暴袭击的德克萨斯州工厂的运营恢复正常。</blockquote></p><p> They estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.</p><p><blockquote>他们估计芯片部门4月至6月的营业利润同比增长约22%，达到约6.6万亿韩元。</blockquote></p><p> Still, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment &amp; Securities, as sales slowed for its latest flagship model, launched in mid-January.</p><p><blockquote>尽管如此，根据Shinyoung Investment &amp; Securities的数据，三星4月至6月的智能手机出货量从第一季度的约7600万部降至约5900万部，原因是其1月中旬推出的最新旗舰机型销售放缓。</blockquote></p><p> Reduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.</p><p><blockquote>分析师表示，印度本季度受到疫情严重打击，需求减少，以及一些移动处理器芯片供应紧张，也可能影响出货量，预计移动业务的营业利润约为 2.9 万亿韩元。</blockquote></p><p> ($1 = 1,129.2800 won)</p><p><blockquote>（1美元 = 1,129.2800韩元）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/retail-consumer/samsung-electronics-q2-profit-likely-up-38-strong-chip-prices-2021-07-05/\">Reuters</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":{},"source_url":"https://www.reuters.com/business/retail-consumer/samsung-electronics-q2-profit-likely-up-38-strong-chip-prices-2021-07-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123392624","content_text":"Summary\n\nQ2 operating profit estimated at 11.3 trln won\nSurging chip prices, shipments boost profit\nRevenue estimated up 15.4%\nSmartphones shipments likely fell on quarter\n\nSEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.\nOperating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.\nThe South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.\nThe result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.\nSamsung is scheduled to announce preliminary second-quarter results on Wednesday.\nThe company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.\nPrices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.\nProfit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.\nThey estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.\nStill, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment & Securities, as sales slowed for its latest flagship model, launched in mid-January.\nReduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.\n($1 = 1,129.2800 won)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155784016,"gmtCreate":1625454012835,"gmtModify":1631888969109,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>🥰","listText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>🥰","text":"$CapLand IntCom T(C38U.SI)$🥰","images":[{"img":"https://static.tigerbbs.com/c9de26529c8b34b6c6eabadb4b449061","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155784016","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166711006,"gmtCreate":1624024971105,"gmtModify":1631889909239,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"Hmmmmm 🤔&nbsp;","listText":"Hmmmmm 🤔&nbsp;","text":"Hmmmmm 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166711006","repostId":"1171510497","repostType":4,"repost":{"id":"1171510497","kind":"news","pubTimestamp":1624024592,"share":"https://www.laohunote.com/m/news/1171510497?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:56","market":"us","language":"en","title":"Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171510497","media":"benzinga","summary":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the c","content":"<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. The company ...</p><p><blockquote><div>阿斯利康公司 (AstraZeneca Plc) 声称在与欧盟的法庭纠纷中获胜，该公司被指控生产疫苗速度不够快，从而错过了 COVID-19 疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</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\">\nCourt Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-18 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. The company ...</p><p><blockquote><div>阿斯利康公司 (AstraZeneca Plc) 声称在与欧盟的法庭纠纷中获胜，该公司被指控生产疫苗速度不够快，从而错过了 COVID-19 疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">benzinga</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":{"AZN":"阿斯利康"},"source_url":"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171510497","content_text":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries.\nThe company had planned 120 million vaccine doses cumulatively by the end of June 2021 and 300 million doses by the end of September.\nAZN intends to deliver more than 70 million by the end of the month.\nA judge ordered delivery of 80.2M doses by the end of September.\nThe judgment also acknowledged that the company experienced substantial difficulties in producing the vaccine, which explains the delay.\nLast month, the E.U.’s lawyer had asked the court to force AZN to pay €10 per dose for each day of delay as compensation for breaching the E.U. contract.\nPrice Action: AZN shares are down 0.75% at $57.91 during the premarket trading session on the last check Friday.","news_type":1,"symbols_score_info":{"AZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161196136,"gmtCreate":1623909060025,"gmtModify":1631889909242,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"🧐","listText":"🧐","text":"🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161196136","repostId":"2144289713","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161198063,"gmtCreate":1623908935852,"gmtModify":1631889909241,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161198063","repostId":"1191044253","repostType":4,"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161191319,"gmtCreate":1623908865331,"gmtModify":1631889909245,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"✔️","listText":"✔️","text":"✔️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161191319","repostId":"1162107156","repostType":4,"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184748156,"gmtCreate":1623727188875,"gmtModify":1631889909247,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👌🏽💪","listText":"👌🏽💪","text":"👌🏽💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184748156","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohunote.com/m/news/1167720481?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是一项负面投资，而模因股票却爆炸式增长，这是荒谬的。</li><li>投资者有机会在苹果下一次上涨之前购买它，而注意力已转移到追逐模因股票的快速收益。</li><li>苹果预计 2021 财年收入将超过 3000 亿美元，净利润将达到 750 亿美元。</li><li>最终，苹果将被重新投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果（AAPL）已成为负回报投资，其表现逊于SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021 年 5 月，Ark Invest 最热门的基金经理之一 Cathie Wood 从 Ark Fintech Innovation ETF (ARKF) 中出售了近 300,000 股 AAPL 股票。据报道，ARK 一度减持 AAPL 股份，以增加其在 Coinbase (COIN) 和 DraftKings (DKNG) 的头寸。one’s ARK 等主动管理基金每天监督股票的买卖，并可能使用 AAPL 作为现金的替代品。AAPL 的评论褒贬不一，一些人认为其最好的日子还在后头，而另一些人则认为辉煌的日子将无法重现。我认为市场正在给投资者一个机会，因为苹果公司应该会在 2021 年下半年摆脱横盘整理模式。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对 AAPL 在第一季度和第二季度的井喷并没有留下深刻印象。AAPL 股价并没有在基本面支撑下上涨，而是一直在下跌。作为一名 AAPL 多头，令人困惑的是，当 AAPL 等公司正在为其有史以来最好的一年奠定基础时，如此多的注意力却集中在模因股票上，而不是像 AAPL 这样的公司上。在阅读了最近关于模因股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，AAPL 的每股收益为 3.08 美元，而整个 2020 财年的每股收益为 3.31 美元。AAPL 在许多指标上都在巩固其有史以来最好的一年的基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟火，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并说到做到</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么，AAPL如何处理它产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资于研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品以及他们最新的业务部门（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来了进步。AAPL拥有类似于邪教心态的客户群的原因之一是因为AAPL没有停止创新。他们总是站在技术如何改善个人日常生活的最前沿。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩余的现金怎么办呢？AAPL 押注于自己，并将其股票视为一项投资。自2012财年以来，AAPL已回购了4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，表明高层领导认为拥有AAPL股票具有巨大的价值。我记得当内部人士购买他们公司股票时，每个人都很兴奋的日子。对于 AAPL 来说，回购股票只是一个普通的星期一。过去十年，苹果公司回购的股票数量超过了大多数公司的市值增长。AAPL 董事会授权向其现有股票回购计划追加 900 亿美元，AAPL 在 2021 年第二季度向股东返还了近 230 亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>游戏驿站 (GME) 和AMC院线控股公司 (AMC) 在 2021 年上半年的股价升值幅度大幅削弱了 AAPL。不管GME和AMC为什么上涨，事实是GME的回报率超过了1,100%，AMC的回报率超过了2,000%。任何骑过 GME 或 AMC 的人，我都向你们表示祝贺并脱帽致敬。由于 AAPL 今年表现不佳，市场受到了宏伟错觉的推动，而 GME 和 AMC 却绝对上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损的公司，几乎不赚钱。我明白投资像 AMC 这样的公司可以由于波动性而产生巨大回报，我并没有否认这一点。如果你能在上面赚钱，无论如何，不要让任何人挡你的路，但要小心。当你通读AMC的损益表时，他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019 年，由于 COVID 的影响为零，AMC 创造了 54.7 亿美元的收入，但甚至无法盈利，因为他们亏损了 1.491 亿美元。AMC 上一季度报告显示其资产负债表上的股本为 -23 亿美元。现实情况是，AMC 可以发行额外股票并出售以筹集资金。这将使 AMC 受益，改善其资产负债表并增加手头现金。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应量而被稀释，变得一文不值。AMC可以发行股票并加强其资产负债表，但这并不能解决其利润问题。AAPL 每个季度向股东支付的股息比 AMC 过去十年产生的利润还要多，但 AMC 是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买 AMC 股票时，他们购买的是一家每股收益为负的公司。AMC 的市盈率无法在过去 12 个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道 AMC 一直是一项技术性交易，但这并不能改变投资者为负收益公司买单的现实。目前，标准普尔的平均市盈率为45.02。如果我使用 AAPL 在 2021 财年前 6 个月产生的每股收益 3.08 美元，他们的市盈率将为 40.55。对于 TTM，AAPL 的每股收益为 4.49 美元，这使得他们的市盈率降至 28.09。目前，投资者为 AAPL 每产生 1 美元的收益支付 28.09 美元，这对于科技行业来说是较低的。亚马逊 (AMZN) 的市盈率为 62.44，微软 (MSFT) 为 34.93，谷歌 (GOOGL) 为 32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么突破上行是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>AAPL 拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas实现收入2010.2亿美元，毛利润824.1亿美元，净利润523.9亿美元。2021年，AAPL已经创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入的78.51%（824.1亿美元）和2020年总净收入的91.25%（523.9亿美元）。AAPL 有望打破其之前的记录，除非发生深不可测的事情，否则 2021 年将是 AAPL 有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是，是什么导致了 AAPL 财务状况的飙升，以及它们是否可持续？部分原因是苹果公司的硬件销量从 iPhone 12 到 iPad 都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，苹果公司公布第二季度业绩时，其iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是在一年后公布的，虽然苹果公司发布的第一款 5G 手机 iPhone 12 预计会带来顺风，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信 AAPL 将继续看到强劲的硬件销售，但这只是难题的一部分。服务、可穿戴设备、家居和配件正在成为 AAPL 财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务业增长了65.4亿美元（16.46%），年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），收入总计537.7亿美元。2020年前6个月，服务业已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为 AAPL 创造了一个真正的经常性收入业务部门。服务之美在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>随着 AAPL 实现收入结构多元化，不再仅仅依赖实体产品，服务正在成为 AAPL 的本垒打。截至 2020 财年末，Services 在短短 4 年内年收入增加了 294.2 亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，占2020年年收入的60%。AAPL 有望在 2021 财年实现 600 亿美元的服务收入。展望未来，在不久的将来，服务业可能会产生 1000 亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>家庭可穿戴设备和配件继续追随 Service 的脚步，因为它已成为比 iPad 和 Mac 更大的收入领域。随着苹果观察的推出，这一类别已经从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，家用可穿戴设备和配件创造了208.1亿美元的收入，占2020年总收入的67.95%。AAPL 肯定有望在 2021 财年从家用可穿戴设备和配件中产生超过 350 亿美元的收入。未来几年，AAPL 有望从家用可穿戴设备和配件中产生 500 亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到 2025 财年末，服务很有可能产生超过 780 亿美元的收入，如果家用可穿戴设备和配件都以 10% 的速度增长，则年收入可能超过 440 亿美元。这两个类别的总收入有望超过 1000 亿美元，到 2020 年代末，每年可能会增长到 1500 亿美元。我感到震惊的是，投资者没有大量涌入 AAPL，更可笑的是，对 AAPL 数据的强调没有得到更详细的讨论。当服务收入达到 1000 亿美元，家用可穿戴设备和配件收入达到 500 亿美元时，AAPL 的未来价值是多少？在过去的十年里，AAPL不断创新和改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>迷因股票给一些投资者带来了极大的兴奋，而他们却让另一大群人摇头。除了赌博之外，我无法理解当你可以购买出售的 AAPL 股票时，为什么人们还要投资 AMC。苹果公司本应暴涨，但其最近两个季度的井喷并没有改变局面。我相信一旦第三季度数据公布，情况就会有所不同。我们将再次发现，AAPL 继续购买数十亿美元的股票，同时报告称，在 9 个月内，他们产生的净利润超过了 2020 年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一次上涨之前购买更多 AAPL。我是 AAPL 的股东，我计划在第三季度财报公布之前购买更多股票。</blockquote></p><p></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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-15 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是一项负面投资，而模因股票却爆炸式增长，这是荒谬的。</li><li>投资者有机会在苹果下一次上涨之前购买它，而注意力已转移到追逐模因股票的快速收益。</li><li>苹果预计 2021 财年收入将超过 3000 亿美元，净利润将达到 750 亿美元。</li><li>最终，苹果将被重新投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果（AAPL）已成为负回报投资，其表现逊于SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021 年 5 月，Ark Invest 最热门的基金经理之一 Cathie Wood 从 Ark Fintech Innovation ETF (ARKF) 中出售了近 300,000 股 AAPL 股票。据报道，ARK 一度减持 AAPL 股份，以增加其在 Coinbase (COIN) 和 DraftKings (DKNG) 的头寸。one’s ARK 等主动管理基金每天监督股票的买卖，并可能使用 AAPL 作为现金的替代品。AAPL 的评论褒贬不一，一些人认为其最好的日子还在后头，而另一些人则认为辉煌的日子将无法重现。我认为市场正在给投资者一个机会，因为苹果公司应该会在 2021 年下半年摆脱横盘整理模式。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对 AAPL 在第一季度和第二季度的井喷并没有留下深刻印象。AAPL 股价并没有在基本面支撑下上涨，而是一直在下跌。作为一名 AAPL 多头，令人困惑的是，当 AAPL 等公司正在为其有史以来最好的一年奠定基础时，如此多的注意力却集中在模因股票上，而不是像 AAPL 这样的公司上。在阅读了最近关于模因股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，AAPL 的每股收益为 3.08 美元，而整个 2020 财年的每股收益为 3.31 美元。AAPL 在许多指标上都在巩固其有史以来最好的一年的基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟火，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并说到做到</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么，AAPL如何处理它产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资于研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品以及他们最新的业务部门（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来了进步。AAPL拥有类似于邪教心态的客户群的原因之一是因为AAPL没有停止创新。他们总是站在技术如何改善个人日常生活的最前沿。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩余的现金怎么办呢？AAPL 押注于自己，并将其股票视为一项投资。自2012财年以来，AAPL已回购了4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，表明高层领导认为拥有AAPL股票具有巨大的价值。我记得当内部人士购买他们公司股票时，每个人都很兴奋的日子。对于 AAPL 来说，回购股票只是一个普通的星期一。过去十年，苹果公司回购的股票数量超过了大多数公司的市值增长。AAPL 董事会授权向其现有股票回购计划追加 900 亿美元，AAPL 在 2021 年第二季度向股东返还了近 230 亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>游戏驿站 (GME) 和AMC院线控股公司 (AMC) 在 2021 年上半年的股价升值幅度大幅削弱了 AAPL。不管GME和AMC为什么上涨，事实是GME的回报率超过了1,100%，AMC的回报率超过了2,000%。任何骑过 GME 或 AMC 的人，我都向你们表示祝贺并脱帽致敬。由于 AAPL 今年表现不佳，市场受到了宏伟错觉的推动，而 GME 和 AMC 却绝对上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损的公司，几乎不赚钱。我明白投资像 AMC 这样的公司可以由于波动性而产生巨大回报，我并没有否认这一点。如果你能在上面赚钱，无论如何，不要让任何人挡你的路，但要小心。当你通读AMC的损益表时，他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019 年，由于 COVID 的影响为零，AMC 创造了 54.7 亿美元的收入，但甚至无法盈利，因为他们亏损了 1.491 亿美元。AMC 上一季度报告显示其资产负债表上的股本为 -23 亿美元。现实情况是，AMC 可以发行额外股票并出售以筹集资金。这将使 AMC 受益，改善其资产负债表并增加手头现金。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应量而被稀释，变得一文不值。AMC可以发行股票并加强其资产负债表，但这并不能解决其利润问题。AAPL 每个季度向股东支付的股息比 AMC 过去十年产生的利润还要多，但 AMC 是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买 AMC 股票时，他们购买的是一家每股收益为负的公司。AMC 的市盈率无法在过去 12 个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道 AMC 一直是一项技术性交易，但这并不能改变投资者为负收益公司买单的现实。目前，标准普尔的平均市盈率为45.02。如果我使用 AAPL 在 2021 财年前 6 个月产生的每股收益 3.08 美元，他们的市盈率将为 40.55。对于 TTM，AAPL 的每股收益为 4.49 美元，这使得他们的市盈率降至 28.09。目前，投资者为 AAPL 每产生 1 美元的收益支付 28.09 美元，这对于科技行业来说是较低的。亚马逊 (AMZN) 的市盈率为 62.44，微软 (MSFT) 为 34.93，谷歌 (GOOGL) 为 32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么突破上行是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>AAPL 拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas实现收入2010.2亿美元，毛利润824.1亿美元，净利润523.9亿美元。2021年，AAPL已经创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入的78.51%（824.1亿美元）和2020年总净收入的91.25%（523.9亿美元）。AAPL 有望打破其之前的记录，除非发生深不可测的事情，否则 2021 年将是 AAPL 有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是，是什么导致了 AAPL 财务状况的飙升，以及它们是否可持续？部分原因是苹果公司的硬件销量从 iPhone 12 到 iPad 都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，苹果公司公布第二季度业绩时，其iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是在一年后公布的，虽然苹果公司发布的第一款 5G 手机 iPhone 12 预计会带来顺风，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信 AAPL 将继续看到强劲的硬件销售，但这只是难题的一部分。服务、可穿戴设备、家居和配件正在成为 AAPL 财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务业增长了65.4亿美元（16.46%），年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），收入总计537.7亿美元。2020年前6个月，服务业已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为 AAPL 创造了一个真正的经常性收入业务部门。服务之美在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>随着 AAPL 实现收入结构多元化，不再仅仅依赖实体产品，服务正在成为 AAPL 的本垒打。截至 2020 财年末，Services 在短短 4 年内年收入增加了 294.2 亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，占2020年年收入的60%。AAPL 有望在 2021 财年实现 600 亿美元的服务收入。展望未来，在不久的将来，服务业可能会产生 1000 亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>家庭可穿戴设备和配件继续追随 Service 的脚步，因为它已成为比 iPad 和 Mac 更大的收入领域。随着苹果观察的推出，这一类别已经从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，家用可穿戴设备和配件创造了208.1亿美元的收入，占2020年总收入的67.95%。AAPL 肯定有望在 2021 财年从家用可穿戴设备和配件中产生超过 350 亿美元的收入。未来几年，AAPL 有望从家用可穿戴设备和配件中产生 500 亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到 2025 财年末，服务很有可能产生超过 780 亿美元的收入，如果家用可穿戴设备和配件都以 10% 的速度增长，则年收入可能超过 440 亿美元。这两个类别的总收入有望超过 1000 亿美元，到 2020 年代末，每年可能会增长到 1500 亿美元。我感到震惊的是，投资者没有大量涌入 AAPL，更可笑的是，对 AAPL 数据的强调没有得到更详细的讨论。当服务收入达到 1000 亿美元，家用可穿戴设备和配件收入达到 500 亿美元时，AAPL 的未来价值是多少？在过去的十年里，AAPL不断创新和改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>迷因股票给一些投资者带来了极大的兴奋，而他们却让另一大群人摇头。除了赌博之外，我无法理解当你可以购买出售的 AAPL 股票时，为什么人们还要投资 AMC。苹果公司本应暴涨，但其最近两个季度的井喷并没有改变局面。我相信一旦第三季度数据公布，情况就会有所不同。我们将再次发现，AAPL 继续购买数十亿美元的股票，同时报告称，在 9 个月内，他们产生的净利润超过了 2020 年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一次上涨之前购买更多 AAPL。我是 AAPL 的股东，我计划在第三季度财报公布之前购买更多股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">seekingalpha</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://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184743622,"gmtCreate":1623727100066,"gmtModify":1631889909250,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184743622","repostId":"2143314917","repostType":4,"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184749508,"gmtCreate":1623727060904,"gmtModify":1631889909251,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184749508","repostId":"1102470114","repostType":4,"isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103816800,"gmtCreate":1619766112300,"gmtModify":1631889909254,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103816800","repostId":"1131566836","repostType":2,"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103818636,"gmtCreate":1619766045025,"gmtModify":1634210077109,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"Good time to buy more?","listText":"Good time to buy more?","text":"Good time to buy more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103818636","repostId":"1182494798","repostType":2,"repost":{"id":"1182494798","kind":"news","pubTimestamp":1619751360,"share":"https://www.laohunote.com/m/news/1182494798?lang=zh_CN&edition=full","pubTime":"2021-04-30 10:56","market":"us","language":"en","title":"NIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。要知道什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182494798","media":"Barrons","summary":"Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global","content":"<p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p> NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p> NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p> The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p> “NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p> Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p> For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p> Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p> The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p> Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p> Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p> NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</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>NIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。要知道什么。</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\">\nNIO Earnings Looked a Lot Like Ford’s. What to Know.<blockquote>蔚来的盈利看起来很像福特。要知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-30 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p> NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来（股票代码：蔚来）是一只高估值、高增长的股票。现在，蔚来看涨者必须决定稳健的盈利是否会战胜增长问题，或者从长远来看，芯片短缺是否会损害该公司。</blockquote></p><p> NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则，蔚来的销售额为 12 亿美元，每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%，比分析师预期高出约 3 个百分点，高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p> The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p><blockquote>不过，该股并没有变动。蔚来于下午 5:30 公布数据。东部时间，盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p> “NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说：”2021 年伊始，第一季度交付了 20060 辆汽车，创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲，但由于半导体短缺，供应链仍面临重大挑战。”</blockquote></p><p> Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”，预计第二季度将交付 21,000 至 22,000 辆汽车，销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p> For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年，Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片，解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p> Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入，并将该股目标价定为 60 美元。</blockquote></p><p> The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测，但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应，福特优先生产高端汽车。展望未来，福特表示，芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p> Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天，福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p> Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是，蔚来的市值比福特高出约 50%。</blockquote></p><p> NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后，分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nio-earnings-looked-a-lot-like-fords-what-to-know-51619748079?mod=hp_LATEST\">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":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://www.barrons.com/articles/nio-earnings-looked-a-lot-like-fords-what-to-know-51619748079?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182494798","content_text":"Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.\nNIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.\nNIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.\nThe stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.\n“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”\nManagement called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.\nFor the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.\nYu rates NIO shares Buy and has a $60 price target for the stock.\nThe overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.\nFord stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.\nFord trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.\nNIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"F":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":184749508,"gmtCreate":1623727060904,"gmtModify":1631889909251,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184749508","repostId":"1102470114","repostType":4,"isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166711006,"gmtCreate":1624024971105,"gmtModify":1631889909239,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"Hmmmmm 🤔&nbsp;","listText":"Hmmmmm 🤔&nbsp;","text":"Hmmmmm 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166711006","repostId":"1171510497","repostType":4,"repost":{"id":"1171510497","kind":"news","pubTimestamp":1624024592,"share":"https://www.laohunote.com/m/news/1171510497?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:56","market":"us","language":"en","title":"Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171510497","media":"benzinga","summary":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the c","content":"<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. The company ...</p><p><blockquote><div>阿斯利康公司 (AstraZeneca Plc) 声称在与欧盟的法庭纠纷中获胜，该公司被指控生产疫苗速度不够快，从而错过了 COVID-19 疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Court Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</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\">\nCourt Rules In Favor Of AstraZeneca Over Delay In COVID-19 Shot Deliveries<blockquote>法院就 COVID-19 疫苗交付延迟做出有利于阿斯利康的裁决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-18 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries. The company ...</p><p><blockquote><div>阿斯利康公司 (AstraZeneca Plc) 声称在与欧盟的法庭纠纷中获胜，该公司被指控生产疫苗速度不够快，从而错过了 COVID-19 疫苗的交付。公司……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries\">benzinga</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":{"AZN":"阿斯利康"},"source_url":"https://www.benzinga.com/general/biotech/21/06/21625016/court-rules-in-favor-of-astrazeneca-over-delay-in-covid-19-shot-deliveries","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171510497","content_text":"AstraZeneca Plc claims victory in a court tussle with the European Union over allegations that the company was not producing shots fast enough, thus missing COVID-19 vaccine deliveries.\nThe company had planned 120 million vaccine doses cumulatively by the end of June 2021 and 300 million doses by the end of September.\nAZN intends to deliver more than 70 million by the end of the month.\nA judge ordered delivery of 80.2M doses by the end of September.\nThe judgment also acknowledged that the company experienced substantial difficulties in producing the vaccine, which explains the delay.\nLast month, the E.U.’s lawyer had asked the court to force AZN to pay €10 per dose for each day of delay as compensation for breaching the E.U. contract.\nPrice Action: AZN shares are down 0.75% at $57.91 during the premarket trading session on the last check Friday.","news_type":1,"symbols_score_info":{"AZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896697656,"gmtCreate":1628575243075,"gmtModify":1631889909226,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","listText":"[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","text":"[Grin] [Grin] [Grin] 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href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>🥰","listText":"<a href=\"https://laohu8.com/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a>🥰","text":"$CapLand IntCom T(C38U.SI)$🥰","images":[{"img":"https://static.tigerbbs.com/c9de26529c8b34b6c6eabadb4b449061","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155784016","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157005781,"gmtCreate":1625550695643,"gmtModify":1631889909230,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157005781","repostId":"1123392624","repostType":4,"repost":{"id":"1123392624","kind":"news","pubTimestamp":1625531264,"share":"https://www.laohunote.com/m/news/1123392624?lang=zh_CN&edition=full","pubTime":"2021-07-06 08:27","market":"us","language":"en","title":"Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123392624","media":"Reuters","summary":"Summary\n\nQ2 operating profit estimated at 11.3 trln won\nSurging chip prices, shipments boost profit\n","content":"<p><li>Summary</li> <ul>  <li>Q2 operating profit estimated at 11.3 trln won</li>  <li>Surging chip prices, shipments boost profit</li>  <li>Revenue estimated up 15.4%</li>  <li>Smartphones shipments likely fell on quarter</li> </ul> SEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.</p><p><blockquote><li>总结</li><ul><li>第二季度营业利润预计为11.3万亿韩元</li><li>芯片价格飙升，出货量提振利润</li><li>收入预计增长 15.4%</li><li>智能手机出货量可能环比下降</li></ul>路透首尔 7 月 6 日 - 三星电子有限公司 (005930.KS) 4 月至 6 月季度利润可能飙升 38%，这得益于芯片价格强劲以及疫情引领的消费者对电子产品的需求以及数据中心投资的复苏。</blockquote></p><p> Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.</p><p><blockquote>根据 Refinitiv SmartEstimate，这家全球最大的存储芯片和智能手机制造商的营业利润可能跃升至 11.3 万亿韩元（100 亿美元），该估算倾向于那些持续准确的分析师。</blockquote></p><p> The South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.</p><p><blockquote>这家韩国科技巨头的强劲表现——尽管其智能手机出货量低于 1 月至 3 月——凸显了对芯片的巨大需求，这耗尽了库存，填满了产能。</blockquote></p><p> The result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.</p><p><blockquote>这一结果将比第一季度增长 20%，标志着三星自 2018 年以来第二季度的最高经营利润。收入可能增长 15.4%。</blockquote></p><p> Samsung is scheduled to announce preliminary second-quarter results on Wednesday.</p><p><blockquote>三星定于周三公布第二季度初步业绩。</blockquote></p><p> The company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.</p><p><blockquote>分析师表示，该公司的芯片部门可能受益于存储芯片价格上涨超出市场预期，同时出货量也有所增长。</blockquote></p><p> Prices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.</p><p><blockquote>根据研究提供商Trendforce的数据，广泛用于服务器、手机和其他计算设备的DRAM芯片的价格比3月份季度上涨了27%，而服务于数据存储市场的NAND闪存芯片的价格上涨了8.6%。</blockquote></p><p> Profit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.</p><p><blockquote>分析师表示，三星芯片合同制造和逻辑芯片设计业务的利润也有所改善，部分原因是其遭受风暴袭击的德克萨斯州工厂的运营恢复正常。</blockquote></p><p> They estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.</p><p><blockquote>他们估计芯片部门4月至6月的营业利润同比增长约22%，达到约6.6万亿韩元。</blockquote></p><p> Still, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment &amp; Securities, as sales slowed for its latest flagship model, launched in mid-January.</p><p><blockquote>尽管如此，根据Shinyoung Investment &amp; Securities的数据，三星4月至6月的智能手机出货量从第一季度的约7600万部降至约5900万部，原因是其1月中旬推出的最新旗舰机型销售放缓。</blockquote></p><p> Reduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.</p><p><blockquote>分析师表示，印度本季度受到疫情严重打击，需求减少，以及一些移动处理器芯片供应紧张，也可能影响出货量，预计移动业务的营业利润约为 2.9 万亿韩元。</blockquote></p><p> ($1 = 1,129.2800 won)</p><p><blockquote>（1美元 = 1,129.2800韩元）</blockquote></p><p></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>Samsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</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\">\nSamsung Electronics Q2 profit likely up 38% on strong chip prices<blockquote>由于芯片价格强劲，三星电子第二季度利润可能增长 38%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-06 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><li>Summary</li> <ul>  <li>Q2 operating profit estimated at 11.3 trln won</li>  <li>Surging chip prices, shipments boost profit</li>  <li>Revenue estimated up 15.4%</li>  <li>Smartphones shipments likely fell on quarter</li> </ul> SEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.</p><p><blockquote><li>总结</li><ul><li>第二季度营业利润预计为11.3万亿韩元</li><li>芯片价格飙升，出货量提振利润</li><li>收入预计增长 15.4%</li><li>智能手机出货量可能环比下降</li></ul>路透首尔 7 月 6 日 - 三星电子有限公司 (005930.KS) 4 月至 6 月季度利润可能飙升 38%，这得益于芯片价格强劲以及疫情引领的消费者对电子产品的需求以及数据中心投资的复苏。</blockquote></p><p> Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.</p><p><blockquote>根据 Refinitiv SmartEstimate，这家全球最大的存储芯片和智能手机制造商的营业利润可能跃升至 11.3 万亿韩元（100 亿美元），该估算倾向于那些持续准确的分析师。</blockquote></p><p> The South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.</p><p><blockquote>这家韩国科技巨头的强劲表现——尽管其智能手机出货量低于 1 月至 3 月——凸显了对芯片的巨大需求，这耗尽了库存，填满了产能。</blockquote></p><p> The result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.</p><p><blockquote>这一结果将比第一季度增长 20%，标志着三星自 2018 年以来第二季度的最高经营利润。收入可能增长 15.4%。</blockquote></p><p> Samsung is scheduled to announce preliminary second-quarter results on Wednesday.</p><p><blockquote>三星定于周三公布第二季度初步业绩。</blockquote></p><p> The company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.</p><p><blockquote>分析师表示，该公司的芯片部门可能受益于存储芯片价格上涨超出市场预期，同时出货量也有所增长。</blockquote></p><p> Prices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.</p><p><blockquote>根据研究提供商Trendforce的数据，广泛用于服务器、手机和其他计算设备的DRAM芯片的价格比3月份季度上涨了27%，而服务于数据存储市场的NAND闪存芯片的价格上涨了8.6%。</blockquote></p><p> Profit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.</p><p><blockquote>分析师表示，三星芯片合同制造和逻辑芯片设计业务的利润也有所改善，部分原因是其遭受风暴袭击的德克萨斯州工厂的运营恢复正常。</blockquote></p><p> They estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.</p><p><blockquote>他们估计芯片部门4月至6月的营业利润同比增长约22%，达到约6.6万亿韩元。</blockquote></p><p> Still, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment &amp; Securities, as sales slowed for its latest flagship model, launched in mid-January.</p><p><blockquote>尽管如此，根据Shinyoung Investment &amp; Securities的数据，三星4月至6月的智能手机出货量从第一季度的约7600万部降至约5900万部，原因是其1月中旬推出的最新旗舰机型销售放缓。</blockquote></p><p> Reduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.</p><p><blockquote>分析师表示，印度本季度受到疫情严重打击，需求减少，以及一些移动处理器芯片供应紧张，也可能影响出货量，预计移动业务的营业利润约为 2.9 万亿韩元。</blockquote></p><p> ($1 = 1,129.2800 won)</p><p><blockquote>（1美元 = 1,129.2800韩元）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/retail-consumer/samsung-electronics-q2-profit-likely-up-38-strong-chip-prices-2021-07-05/\">Reuters</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":{},"source_url":"https://www.reuters.com/business/retail-consumer/samsung-electronics-q2-profit-likely-up-38-strong-chip-prices-2021-07-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123392624","content_text":"Summary\n\nQ2 operating profit estimated at 11.3 trln won\nSurging chip prices, shipments boost profit\nRevenue estimated up 15.4%\nSmartphones shipments likely fell on quarter\n\nSEOUL, July 6 (Reuters) - Samsung Electronics Co Ltd(005930.KS)likely saw a 38% surge in profit for the April-June quarter thanks to strong chip prices and demand spurred by a pandemic-led consumer appetite for electronics as well as recovering investment in data centres.\nOperating profit for the world's biggest memory chip and smartphone maker likely jumped to 11.3 trillion won ($10 billion), according to a Refinitiv SmartEstimate drawn from 20 analysts and weighted toward those who are more consistently accurate.\nThe South Korean tech giant's strong performance - coming despite it shipping fewer smartphones than in January-March - underscores the stratospheric demand for chips that has depleted stockpiles and filled production capacity.\nThe result would be up 20% from the first quarter and mark Samsung's highest operating income for the second quarter since 2018. Revenue likely rose 15.4%.\nSamsung is scheduled to announce preliminary second-quarter results on Wednesday.\nThe company's chip division likely benefited from memory chip price hikes that exceeded market estimates, analysts said, while shipments grew as well.\nPrices of DRAM chips, widely used in servers, mobile phones and other computing devices, jumped 27% compared to the March quarter, while those of NAND flash chips that serve the data storage market rose 8.6%, according to research provider Trendforce.\nProfit also improved at Samsung's chip-contract manufacturing and logic chip design business, partly because operations at its storm-hit Texas factory returned to normal, analysts said.\nThey estimated the chip division's operating profit in April-June rose about 22% from the year-earlier period to about 6.6 trillion won.\nStill, Samsung's smartphone shipments dropped to about 59 million in April-June from about 76 million in the first quarter, according to Shinyoung Investment & Securities, as sales slowed for its latest flagship model, launched in mid-January.\nReduced demand from India, hard hit by the pandemic during the quarter, as well as tight supply for some mobile processor chips may also have affected shipments, analysts said, estimating the mobile business' operating profit at about 2.9 trillion won.\n($1 = 1,129.2800 won)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161196136,"gmtCreate":1623909060025,"gmtModify":1631889909242,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"🧐","listText":"🧐","text":"🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161196136","repostId":"2144289713","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161198063,"gmtCreate":1623908935852,"gmtModify":1631889909241,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161198063","repostId":"1191044253","repostType":4,"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161191319,"gmtCreate":1623908865331,"gmtModify":1631889909245,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"✔️","listText":"✔️","text":"✔️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161191319","repostId":"1162107156","repostType":4,"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184748156,"gmtCreate":1623727188875,"gmtModify":1631889909247,"author":{"id":"3581997242518660","authorId":"3581997242518660","name":"PandaWynn","avatar":"https://static.tigerbbs.com/e014024052b47a8d9b0e8f31f458b02b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581997242518660","authorIdStr":"3581997242518660"},"themes":[],"title":"","htmlText":"👌🏽💪","listText":"👌🏽💪","text":"👌🏽💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184748156","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohunote.com/m/news/1167720481?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是一项负面投资，而模因股票却爆炸式增长，这是荒谬的。</li><li>投资者有机会在苹果下一次上涨之前购买它，而注意力已转移到追逐模因股票的快速收益。</li><li>苹果预计 2021 财年收入将超过 3000 亿美元，净利润将达到 750 亿美元。</li><li>最终，苹果将被重新投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果（AAPL）已成为负回报投资，其表现逊于SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021 年 5 月，Ark Invest 最热门的基金经理之一 Cathie Wood 从 Ark Fintech Innovation ETF (ARKF) 中出售了近 300,000 股 AAPL 股票。据报道，ARK 一度减持 AAPL 股份，以增加其在 Coinbase (COIN) 和 DraftKings (DKNG) 的头寸。one’s ARK 等主动管理基金每天监督股票的买卖，并可能使用 AAPL 作为现金的替代品。AAPL 的评论褒贬不一，一些人认为其最好的日子还在后头，而另一些人则认为辉煌的日子将无法重现。我认为市场正在给投资者一个机会，因为苹果公司应该会在 2021 年下半年摆脱横盘整理模式。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对 AAPL 在第一季度和第二季度的井喷并没有留下深刻印象。AAPL 股价并没有在基本面支撑下上涨，而是一直在下跌。作为一名 AAPL 多头，令人困惑的是，当 AAPL 等公司正在为其有史以来最好的一年奠定基础时，如此多的注意力却集中在模因股票上，而不是像 AAPL 这样的公司上。在阅读了最近关于模因股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，AAPL 的每股收益为 3.08 美元，而整个 2020 财年的每股收益为 3.31 美元。AAPL 在许多指标上都在巩固其有史以来最好的一年的基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟火，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并说到做到</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么，AAPL如何处理它产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资于研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品以及他们最新的业务部门（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来了进步。AAPL拥有类似于邪教心态的客户群的原因之一是因为AAPL没有停止创新。他们总是站在技术如何改善个人日常生活的最前沿。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩余的现金怎么办呢？AAPL 押注于自己，并将其股票视为一项投资。自2012财年以来，AAPL已回购了4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，表明高层领导认为拥有AAPL股票具有巨大的价值。我记得当内部人士购买他们公司股票时，每个人都很兴奋的日子。对于 AAPL 来说，回购股票只是一个普通的星期一。过去十年，苹果公司回购的股票数量超过了大多数公司的市值增长。AAPL 董事会授权向其现有股票回购计划追加 900 亿美元，AAPL 在 2021 年第二季度向股东返还了近 230 亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>游戏驿站 (GME) 和AMC院线控股公司 (AMC) 在 2021 年上半年的股价升值幅度大幅削弱了 AAPL。不管GME和AMC为什么上涨，事实是GME的回报率超过了1,100%，AMC的回报率超过了2,000%。任何骑过 GME 或 AMC 的人，我都向你们表示祝贺并脱帽致敬。由于 AAPL 今年表现不佳，市场受到了宏伟错觉的推动，而 GME 和 AMC 却绝对上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损的公司，几乎不赚钱。我明白投资像 AMC 这样的公司可以由于波动性而产生巨大回报，我并没有否认这一点。如果你能在上面赚钱，无论如何，不要让任何人挡你的路，但要小心。当你通读AMC的损益表时，他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019 年，由于 COVID 的影响为零，AMC 创造了 54.7 亿美元的收入，但甚至无法盈利，因为他们亏损了 1.491 亿美元。AMC 上一季度报告显示其资产负债表上的股本为 -23 亿美元。现实情况是，AMC 可以发行额外股票并出售以筹集资金。这将使 AMC 受益，改善其资产负债表并增加手头现金。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应量而被稀释，变得一文不值。AMC可以发行股票并加强其资产负债表，但这并不能解决其利润问题。AAPL 每个季度向股东支付的股息比 AMC 过去十年产生的利润还要多，但 AMC 是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买 AMC 股票时，他们购买的是一家每股收益为负的公司。AMC 的市盈率无法在过去 12 个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道 AMC 一直是一项技术性交易，但这并不能改变投资者为负收益公司买单的现实。目前，标准普尔的平均市盈率为45.02。如果我使用 AAPL 在 2021 财年前 6 个月产生的每股收益 3.08 美元，他们的市盈率将为 40.55。对于 TTM，AAPL 的每股收益为 4.49 美元，这使得他们的市盈率降至 28.09。目前，投资者为 AAPL 每产生 1 美元的收益支付 28.09 美元，这对于科技行业来说是较低的。亚马逊 (AMZN) 的市盈率为 62.44，微软 (MSFT) 为 34.93，谷歌 (GOOGL) 为 32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么突破上行是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>AAPL 拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas实现收入2010.2亿美元，毛利润824.1亿美元，净利润523.9亿美元。2021年，AAPL已经创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入的78.51%（824.1亿美元）和2020年总净收入的91.25%（523.9亿美元）。AAPL 有望打破其之前的记录，除非发生深不可测的事情，否则 2021 年将是 AAPL 有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是，是什么导致了 AAPL 财务状况的飙升，以及它们是否可持续？部分原因是苹果公司的硬件销量从 iPhone 12 到 iPad 都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，苹果公司公布第二季度业绩时，其iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是在一年后公布的，虽然苹果公司发布的第一款 5G 手机 iPhone 12 预计会带来顺风，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信 AAPL 将继续看到强劲的硬件销售，但这只是难题的一部分。服务、可穿戴设备、家居和配件正在成为 AAPL 财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务业增长了65.4亿美元（16.46%），年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），收入总计537.7亿美元。2020年前6个月，服务业已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为 AAPL 创造了一个真正的经常性收入业务部门。服务之美在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>随着 AAPL 实现收入结构多元化，不再仅仅依赖实体产品，服务正在成为 AAPL 的本垒打。截至 2020 财年末，Services 在短短 4 年内年收入增加了 294.2 亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，占2020年年收入的60%。AAPL 有望在 2021 财年实现 600 亿美元的服务收入。展望未来，在不久的将来，服务业可能会产生 1000 亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>家庭可穿戴设备和配件继续追随 Service 的脚步，因为它已成为比 iPad 和 Mac 更大的收入领域。随着苹果观察的推出，这一类别已经从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，家用可穿戴设备和配件创造了208.1亿美元的收入，占2020年总收入的67.95%。AAPL 肯定有望在 2021 财年从家用可穿戴设备和配件中产生超过 350 亿美元的收入。未来几年，AAPL 有望从家用可穿戴设备和配件中产生 500 亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到 2025 财年末，服务很有可能产生超过 780 亿美元的收入，如果家用可穿戴设备和配件都以 10% 的速度增长，则年收入可能超过 440 亿美元。这两个类别的总收入有望超过 1000 亿美元，到 2020 年代末，每年可能会增长到 1500 亿美元。我感到震惊的是，投资者没有大量涌入 AAPL，更可笑的是，对 AAPL 数据的强调没有得到更详细的讨论。当服务收入达到 1000 亿美元，家用可穿戴设备和配件收入达到 500 亿美元时，AAPL 的未来价值是多少？在过去的十年里，AAPL不断创新和改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>迷因股票给一些投资者带来了极大的兴奋，而他们却让另一大群人摇头。除了赌博之外，我无法理解当你可以购买出售的 AAPL 股票时，为什么人们还要投资 AMC。苹果公司本应暴涨，但其最近两个季度的井喷并没有改变局面。我相信一旦第三季度数据公布，情况就会有所不同。我们将再次发现，AAPL 继续购买数十亿美元的股票，同时报告称，在 9 个月内，他们产生的净利润超过了 2020 年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一次上涨之前购买更多 AAPL。我是 AAPL 的股东，我计划在第三季度财报公布之前购买更多股票。</blockquote></p><p></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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</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: Meme Stocks Or Apple, I Choose Apple Every Time<blockquote>苹果：模因股票还是苹果，我每次都选择苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-15 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>  <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>  <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>  <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>苹果在2021年一直是一项负面投资，而模因股票却爆炸式增长，这是荒谬的。</li><li>投资者有机会在苹果下一次上涨之前购买它，而注意力已转移到追逐模因股票的快速收益。</li><li>苹果预计 2021 财年收入将超过 3000 亿美元，净利润将达到 750 亿美元。</li><li>最终，苹果将被重新投入到党中，他们的数字将被庆祝。</li></ul><p class=\"t-img-caption\"><span>Nikada/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p><p><blockquote>2021年，苹果（AAPL）已成为负回报投资，其表现逊于SPDR标普500信托ETF（SPDR标普500指数ETF）超过15%。2021 年 5 月，Ark Invest 最热门的基金经理之一 Cathie Wood 从 Ark Fintech Innovation ETF (ARKF) 中出售了近 300,000 股 AAPL 股票。据报道，ARK 一度减持 AAPL 股份，以增加其在 Coinbase (COIN) 和 DraftKings (DKNG) 的头寸。one’s ARK 等主动管理基金每天监督股票的买卖，并可能使用 AAPL 作为现金的替代品。AAPL 的评论褒贬不一，一些人认为其最好的日子还在后头，而另一些人则认为辉煌的日子将无法重现。我认为市场正在给投资者一个机会，因为苹果公司应该会在 2021 年下半年摆脱横盘整理模式。</blockquote></p><p> The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p><p><blockquote>市场对 AAPL 在第一季度和第二季度的井喷并没有留下深刻印象。AAPL 股价并没有在基本面支撑下上涨，而是一直在下跌。作为一名 AAPL 多头，令人困惑的是，当 AAPL 等公司正在为其有史以来最好的一年奠定基础时，如此多的注意力却集中在模因股票上，而不是像 AAPL 这样的公司上。在阅读了最近关于模因股票的文章的评论后，我写道，然后回顾一些AAPL文章的评论部分，我只是不明白心态是如何转向彻底的投机和赌博而不是投资的。在本财年的前两个季度，AAPL 的每股收益为 3.08 美元，而整个 2020 财年的每股收益为 3.31 美元。AAPL 在许多指标上都在巩固其有史以来最好的一年的基础，但市场并没有留下深刻印象。我相信2021年下半年将会有令人印象深刻的烟火，随着第三季度和第四季度数据的公布，耐心的股东将会得到回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> <b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p><p><blockquote><b>苹果相信这是市场上最好的投资，并说到做到</b></blockquote></p><p> So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p><p><blockquote>那么，AAPL如何处理它产生的所有现金呢？首先，他们每年花费数百亿美元来发展业务，同时投资于研发[R&amp;D]。2020年，AAPL在创收成本上花费了1695.6亿美元。他们的劳动成果可以从他们的产品以及他们最新的业务部门（包括服务和可穿戴设备、家居和配件）的增长速度中看出。AAPL在2020年拨款187.5亿美元用于研发，为他们心爱的产品带来了进步。AAPL拥有类似于邪教心态的客户群的原因之一是因为AAPL没有停止创新。他们总是站在技术如何改善个人日常生活的最前沿。</blockquote></p><p> So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p><p><blockquote>那么AAPL的业务费用兑现后剩余的现金怎么办呢？AAPL 押注于自己，并将其股票视为一项投资。自2012财年以来，AAPL已回购了4217亿美元的自有股票。2021年，AAPL回购了430亿美元的股票，表明高层领导认为拥有AAPL股票具有巨大的价值。我记得当内部人士购买他们公司股票时，每个人都很兴奋的日子。对于 AAPL 来说，回购股票只是一个普通的星期一。过去十年，苹果公司回购的股票数量超过了大多数公司的市值增长。AAPL 董事会授权向其现有股票回购计划追加 900 亿美元，AAPL 在 2021 年第二季度向股东返还了近 230 亿美元的资本，没有比这更乐观的了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Meme stocks vs. Apple and the insanity of this market</b></p><p><blockquote><b>模因股票与苹果以及这个市场的疯狂</b></blockquote></p><p></p><p> GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p><p><blockquote>游戏驿站 (GME) 和AMC院线控股公司 (AMC) 在 2021 年上半年的股价升值幅度大幅削弱了 AAPL。不管GME和AMC为什么上涨，事实是GME的回报率超过了1,100%，AMC的回报率超过了2,000%。任何骑过 GME 或 AMC 的人，我都向你们表示祝贺并脱帽致敬。由于 AAPL 今年表现不佳，市场受到了宏伟错觉的推动，而 GME 和 AMC 却绝对上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Seeking Alpha）</span></p></blockquote></p><p> What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p><p><blockquote>过去几个月AMC发生了什么变化？我可以告诉你，一件事都没有。AMC仍然是一家亏损的公司，几乎不赚钱。我明白投资像 AMC 这样的公司可以由于波动性而产生巨大回报，我并没有否认这一点。如果你能在上面赚钱，无论如何，不要让任何人挡你的路，但要小心。当你通读AMC的损益表时，他们的净利润从未超过4亿美元。在过去十年中，AMC最赚钱的一年是2013年，净利润为3.644亿美元。2019 年，由于 COVID 的影响为零，AMC 创造了 54.7 亿美元的收入，但甚至无法盈利，因为他们亏损了 1.491 亿美元。AMC 上一季度报告显示其资产负债表上的股本为 -23 亿美元。现实情况是，AMC 可以发行额外股票并出售以筹集资金。这将使 AMC 受益，改善其资产负债表并增加手头现金。人们似乎不明白，当一家公司发行更多股票时，最初的一批股票会因为额外的供应量而被稀释，变得一文不值。AMC可以发行股票并加强其资产负债表，但这并不能解决其利润问题。AAPL 每个季度向股东支付的股息比 AMC 过去十年产生的利润还要多，但 AMC 是产生更大回报的股票。</blockquote></p><p> When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p><p><blockquote>当投资者购买 AMC 股票时，他们购买的是一家每股收益为负的公司。AMC 的市盈率无法在过去 12 个月或远期基础上衡量，但投资者愿意为不存在的收益买单。在我的AMC文章的评论中，人们说基本面并不重要。我知道 AMC 一直是一项技术性交易，但这并不能改变投资者为负收益公司买单的现实。目前，标准普尔的平均市盈率为45.02。如果我使用 AAPL 在 2021 财年前 6 个月产生的每股收益 3.08 美元，他们的市盈率将为 40.55。对于 TTM，AAPL 的每股收益为 4.49 美元，这使得他们的市盈率降至 28.09。目前，投资者为 AAPL 每产生 1 美元的收益支付 28.09 美元，这对于科技行业来说是较低的。亚马逊 (AMZN) 的市盈率为 62.44，微软 (MSFT) 为 34.93，谷歌 (GOOGL) 为 32.05。看涨期权我很守旧，但我喜欢投资盈利的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：multpl.com）</span></p></blockquote></p><p> <b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p><p><blockquote><b>阐述苹果的牛市理由以及为什么突破上行是不可避免的</b></blockquote></p><p> AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p><p><blockquote>AAPL 拥有一批狂热的追随者，他们被其产品和服务所吸引。2021年前6个月，AAPLhas实现收入2010.2亿美元，毛利润824.1亿美元，净利润523.9亿美元。2021年，AAPL已经创造了2020年总收入的73.23%（2010.2亿美元），然后是2020年总收入的78.51%（824.1亿美元）和2020年总净收入的91.25%（523.9亿美元）。AAPL 有望打破其之前的记录，除非发生深不可测的事情，否则 2021 年将是 AAPL 有史以来最好的一年。</blockquote></p><p> So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p><p><blockquote>因此，真正的问题是，是什么导致了 AAPL 财务状况的飙升，以及它们是否可持续？部分原因是苹果公司的硬件销量从 iPhone 12 到 iPad 都有所增长。可以说，由于在家工作或远程学习，许多人在疫情期间需要升级他们的技术，但这种逻辑不能用于2021年。4月底，苹果公司公布第二季度业绩时，其iPhone销售额超出预期71.4亿美元，Mac销售额超出预期22亿美元，iPad销售额超出预期20.1亿美元。这些数字是在一年后公布的，虽然苹果公司发布的第一款 5G 手机 iPhone 12 预计会带来顺风，但我相信疫情将社会推向了一个更加重视技术的地方。</blockquote></p><p></p><p> I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p><p><blockquote>我相信 AAPL 将继续看到强劲的硬件销售，但这只是难题的一部分。服务、可穿戴设备、家居和配件正在成为 AAPL 财务指标的重要组成部分。2018年，服务业创造了397.5亿美元的收入。2019年，服务业增长了65.4亿美元（16.46%），年收入为462.9亿美元。2020年，服务业增长了74.8亿美元（16.15%），收入总计537.7亿美元。2020年前6个月，服务业已经创造了326.6亿美元的收入，占2020年总收入的60.75%。服务持续增长，为 AAPL 创造了一个真正的经常性收入业务部门。服务之美在于AAPL销售的每一件硬件；每个月都有机会通过服务产生额外收入。</blockquote></p><p> Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p><p><blockquote>随着 AAPL 实现收入结构多元化，不再仅仅依赖实体产品，服务正在成为 AAPL 的本垒打。截至 2020 财年末，Services 在短短 4 年内年收入增加了 294.2 亿美元（120.83%）。2021年前6个月，服务业创造了326.6亿美元，占2020年年收入的60%。AAPL 有望在 2021 财年实现 600 亿美元的服务收入。展望未来，在不久的将来，服务业可能会产生 1000 亿美元的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p><p><blockquote>家庭可穿戴设备和配件继续追随 Service 的脚步，因为它已成为比 iPad 和 Mac 更大的收入领域。随着苹果观察的推出，这一类别已经从2016年的111.3亿美元增长到2020年的306.2亿美元。在4个财年中，可穿戴家居和配件的收入增加了244.8亿美元（175.06%），并且增长不断扩大。2021年前6个月，家用可穿戴设备和配件创造了208.1亿美元的收入，占2020年总收入的67.95%。AAPL 肯定有望在 2021 财年从家用可穿戴设备和配件中产生超过 350 亿美元的收入。未来几年，AAPL 有望从家用可穿戴设备和配件中产生 500 亿美元的年收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：苹果）</span></p></blockquote></p><p> By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p><p><blockquote>到 2025 财年末，服务很有可能产生超过 780 亿美元的收入，如果家用可穿戴设备和配件都以 10% 的速度增长，则年收入可能超过 440 亿美元。这两个类别的总收入有望超过 1000 亿美元，到 2020 年代末，每年可能会增长到 1500 亿美元。我感到震惊的是，投资者没有大量涌入 AAPL，更可笑的是，对 AAPL 数据的强调没有得到更详细的讨论。当服务收入达到 1000 亿美元，家用可穿戴设备和配件收入达到 500 亿美元时，AAPL 的未来价值是多少？在过去的十年里，AAPL不断创新和改变技术的使用方式，我拒绝相信他们最好的日子已经过去。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（资料来源：苹果）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p><p><blockquote>迷因股票给一些投资者带来了极大的兴奋，而他们却让另一大群人摇头。除了赌博之外，我无法理解当你可以购买出售的 AAPL 股票时，为什么人们还要投资 AMC。苹果公司本应暴涨，但其最近两个季度的井喷并没有改变局面。我相信一旦第三季度数据公布，情况就会有所不同。我们将再次发现，AAPL 继续购买数十亿美元的股票，同时报告称，在 9 个月内，他们产生的净利润超过了 2020 年全年。在运营的前6个月，AAPL创造了2010.2亿美元的收入和523.9亿美元的净利润，同时返还了532亿美元的回购和股息。投资者有机会在下一次上涨之前购买更多 AAPL。我是 AAPL 的股东，我计划在第三季度财报公布之前购买更多股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">seekingalpha</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://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}