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Madiu
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热门
Madiu
2021-11-12
$Tiger Brokers(TIGR)$
Stock market not doing well
Madiu
2021-11-11
$GameStop(GME)$
Uhmm
Madiu
2021-11-10
$Nike(NKE)$
Back to green
Madiu
2021-11-10
$Apple(AAPL)$
Short gains
Madiu
2021-11-09
$PayPal(PYPL)$
Why still drop
Madiu
2021-11-09
$Microsoft(MSFT)$
All the way
Madiu
2021-11-08
$Pfizer(PFE)$
Gg up from now on?
Madiu
2021-11-08
$Moderna, Inc.(MRNA)$
Is anyone holding a worse position than me:(
Madiu
2021-11-06
$Pinterest, Inc.(PINS)$
Hmm
Madiu
2021-11-05
$Moderna, Inc.(MRNA)$
I’m done for
Madiu
2021-11-04
$GameStop(GME)$
Going to the moon?
Madiu
2021-11-04
$Apple(AAPL)$
Sell or hold long term
Madiu
2021-11-02
$Tesla Motors(TSLA)$
How far up isit even gg
Madiu
2021-11-02
$ChargePoint Holdings Inc.(CHPT)$
Ev
Madiu
2021-11-01
$ChargePoint Holdings Inc.(CHPT)$
Hello
Madiu
2021-10-31
$AMC Entertainment(AMC)$
Meme?
Madiu
2021-10-31
$Microsoft(MSFT)$
Yummy
Madiu
2021-10-30
$Tiger Brokers(TIGR)$
What happen aiyo
Madiu
2021-10-29
Oh nu
Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>
Madiu
2021-10-29
$Novavax(NVAX)$
Hmmm
去老虎APP查看更多动态
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Brokers(TIGR)$</a>What happen aiyo","text":"$Tiger Brokers(TIGR)$What happen aiyo","images":[{"img":"https://static.tigerbbs.com/71bccd6c082f0c5d103757f52237878e","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857557698","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854297458,"gmtCreate":1635461426090,"gmtModify":1635461426251,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"Oh nu","listText":"Oh nu","text":"Oh nu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854297458","repostId":"1178207364","repostType":2,"repost":{"id":"1178207364","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</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>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854294435,"gmtCreate":1635461398813,"gmtModify":1635461398988,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>Hmmm","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>Hmmm","text":"$Novavax(NVAX)$Hmmm","images":[{"img":"https://static.tigerbbs.com/fdb4ca40432948cc1651425f2dc80c25","width":"750","height":"2687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854294435","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":868937675,"gmtCreate":1632571391197,"gmtModify":1632656397069,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Cries","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Cries","text":"$GameStop(GME)$Cries","images":[{"img":"https://static.tigerbbs.com/5c7bde576fc290ef272f288771659225","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868937675","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864009620,"gmtCreate":1633038304019,"gmtModify":1633038304151,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Siannnnn","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Siannnnn","text":"$GameStop(GME)$Siannnnn","images":[{"img":"https://static.tigerbbs.com/e605aa87169462155059a3a471a8b1b8","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864009620","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":807544722,"gmtCreate":1628046178166,"gmtModify":1631892796320,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807544722","repostId":"1124757232","repostType":2,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://www.laohu8.com/m/news/1124757232?lang=zh_CN&edition=full","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p><p><blockquote><b><i>这就是为什么辉瑞、Inari Medical和Novavax的股票在2021年可能更有价值。</i></b></blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p><p><blockquote><ul><li>辉瑞可能会带来惊喜。</li><li>伊那里医疗公司正在飞速发展。</li><li>随着COVID-19病毒的变异,Novavax的疫苗可能是一剂重要的加强针。</li></ul>2020年,新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗,并期待正常化。但COVID正在变异,新的德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己?</blockquote></p><p> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p><p><blockquote>Motley Fool撰稿人小组为医疗保健股提供了三个想法,即使新冠疫情形势恶化,这些股票也将在2021年飙升。阅读更多内容,了解为什么您可能想购买<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">伊那里医疗公司。</a></b>,和<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <h3><b>Pfizer: More room to run</b></h3> <b>George Budwell</b> <b>(Pfizer):</b> American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> -- losing steam from a sales perspective starting in 2022.</p><p><blockquote><h3><b>辉瑞:更多运行空间</b></h3><b>乔治·布德维尔</b> <b>(辉瑞):</b>在目前的新冠疫苗公司中,美国制药巨头辉瑞听起来可能不是一个性感的选择。华尔街目前的共识是制药商Comirnaty的疫苗——与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>——从2022年开始,从销售角度来看失去动力。</blockquote></p><p> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p><p><blockquote>然而,由于德尔塔变异毒株,Comirnaty的商业寿命可能会比最初预期的长得多。虽然高传播变种的出现对整个社会来说显然是个坏消息,但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote></p><p> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p><p><blockquote>有两个明显的理由认为辉瑞的股价可能会因达美航空问题而走高。首先,该公司宣布,最早可能在本月提交第三次加强注射的紧急使用授权。其次,辉瑞计划本月启动德尔塔特异性版本疫苗的临床试验。</blockquote></p><p> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p><p><blockquote>尽管美国食品药品监督管理局和疾病控制与预防中心最近都淡化了加强注射的必要性,但辉瑞已经提出了第三次注射的令人信服的理由,以应对德尔塔变异毒株的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote></p><p> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p><p><blockquote>对于投资者来说,总体情况是,辉瑞2022年的收入可能比2021年增长9.7%——也就是说,如果加强注射确实获得批准,并且该公司还成功开发了delta特异性疫苗。相比之下,华尔街目前预计该制药商明年的营收将比2021年下降14.8%。</blockquote></p><p> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.</p><p><blockquote>辉瑞的股票可能走向何方?从保守的角度来看,如果疫苗方面的所有部分都到位,股价应该会达到50美元。这比该制药商的股价目前上涨了大约17%,甚至还没有考虑到该公司当前水平上颇具吸引力的3.64%股息收益率。简而言之,如果这种情况实现,辉瑞的股票交易价格将仅为2022年销售额的约3.5倍,对于派息的大型制药股来说,这是一个相当适中的估值。</blockquote></p><p> <h3><b>Inari Medical: Skyrocketing Sales</b></h3> <b>Patrick Bafuma</b> <b>(Inari Medical):</b> If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to <i>The New York Times</i> -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p><p><blockquote><h3><b>伊那里医疗:销售额暴涨</b></h3><b>帕特里克·巴富马</b> <b>(伊那里医疗):</b>如果您正在寻找一只在大流行的顺风消退后具有持久力的股票,请关注伊那里医疗。数据显示,2021年7月27日新增108,000例新冠病例,为2021年2月5日以来最多<i>纽约时报</i>——这个数字是7月初7天平均水平的八倍多。更糟糕的是,COVID不仅会导致呼吸困难,还会使患者患致残和可能危及生命的血栓的风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时,接种疫苗是否能完全降低血栓的风险。</blockquote></p><p></p><p> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p><p><blockquote>对于一家商业阶段的医疗技术公司来说,这似乎是一个很好的设置,该公司开发了微创产品,旨在消除大血凝块,而不需要强大的血栓破坏药物。通过使用ClotTriever和FlowTriever设备,伊那里迄今已治疗了25,000多名患者。2021年第一季度,临床医生使用该公司的设备进行了约5,500次手术,比去年同季度增长130%,比2020年第四季度增长约20%。根据数据,截至7月27日,美国约有12%的新冠肺炎患者出现血栓,约有35,000人因新冠肺炎住院(并且还在增加)<i>纽约时报</i>,伊那里可能会看到符合条件的病例增加。</blockquote></p><p> Not to mention the company's results thus far for blood clots in the lung are spectacular:</p><p><blockquote>更不用说该公司迄今为止在肺部血栓方面的结果非常惊人:</blockquote></p><p> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.</p><p><blockquote><ul><li>由于肺部中高风险血栓的历史30天死亡率为9.7%,伊那里0.4%的30天死亡率令人印象深刻。</li><li>30天再入院率降低了6.7%,而常规护理为24.4%。</li><li>48小时内的主要不良事件发生率仅为1.3%。</li><li>手术后不需要住ICU。</li></ul>所有这些加起来,伊那里的检索设备似乎是一个显而易见的选择。</blockquote></p><p> The company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p><p><blockquote>该公司第一季度收入同比增长113%,环比增长18%,2021年第一季度毛利率为91.9%。因此,伊那里的市销率为18,使其成为一只正在出售的成长型股票。</blockquote></p><p> Inari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p><p><blockquote>Inari在价值38亿美元的美国市场的渗透率不到5%,今年早些时候在欧洲推出的市场也有很大的增长空间。这意味着这家市值45亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性程序,但它显然没有减缓伊那里,甚至可能加速其吸收。</blockquote></p><p> <h3><b>Novavax: How high can it go?</b></h3> <b>Taylor Carmichael</b> <b>(Novavax):</b> The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p><p><blockquote><h3><b>Novavax:能涨到多高?</b></h3><b>泰勒·卡迈克尔</b> <b>(诺瓦瓦克斯):</b>疫苗生物技术公司Novavax在2020年表现出色,由于对其COVID疫苗的乐观情绪,其股价上涨了2700%。虽然该公司尚未申请紧急使用授权,但预计将在本季度申请。2021年迄今为止,该股已上涨60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVAX数据。</span></p></blockquote></p><p> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p><p><blockquote>COVID-19疫苗第三阶段的积极数据导致该股在今年年初飙升,但由于该公司的疫苗上市延迟,股价已经回落。首先,制造疫苗所需的原材料短缺。现在,该公司必须证明其各种合同生产设施将保持所有地点的疫苗质量一致。</blockquote></p><p> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p><p><blockquote>尽管存在这些延迟,但长期投资者有理由看涨。制造业正在扩大规模,预计到第三季度末,生产率将达到每月1亿剂,到12月将达到每月1.5亿剂。虽然美国的许多人已经接种了疫苗,但世界其他地方的机会相当大。Novavax已向COVAX(国际疫苗联盟)预售了11亿剂疫苗,并已签约在全球范围内供应数亿剂疫苗。</blockquote></p><p> In the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told <i>The New York Times</i>.</p><p><blockquote>在美国,Novavax疫苗可能主要用于已经接种疫苗的人的加强注射。FDA代理首席科学家露丝安娜·博里奥(Luciana Borio)博士表示:“它们可能确实适合加强剂。”从2015年到2017年,告诉<i>纽约时报</i>.</blockquote></p><p> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p><p><blockquote>未来,Novavax计划将其新冠疫苗与流感疫苗结合起来,形成一种一次性疗法。虽然COVID的变异速度不如流感,但我们在过去一年中已经看到了几种变异毒株。在未来的几年里,我们很可能需要不止一次接种疫苗。</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>3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</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\">\n3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-08-04 10:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p><p><blockquote><b><i>这就是为什么辉瑞、Inari Medical和Novavax的股票在2021年可能更有价值。</i></b></blockquote></p><p> <b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p><p><blockquote><ul><li>辉瑞可能会带来惊喜。</li><li>伊那里医疗公司正在飞速发展。</li><li>随着COVID-19病毒的变异,Novavax的疫苗可能是一剂重要的加强针。</li></ul>2020年,新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗,并期待正常化。但COVID正在变异,新的德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己?</blockquote></p><p> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p><p><blockquote>Motley Fool撰稿人小组为医疗保健股提供了三个想法,即使新冠疫情形势恶化,这些股票也将在2021年飙升。阅读更多内容,了解为什么您可能想购买<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>, <b><a href=\"https://laohu8.com/S/NARI\">伊那里医疗公司。</a></b>,和<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <h3><b>Pfizer: More room to run</b></h3> <b>George Budwell</b> <b>(Pfizer):</b> American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> -- losing steam from a sales perspective starting in 2022.</p><p><blockquote><h3><b>辉瑞:更多运行空间</b></h3><b>乔治·布德维尔</b> <b>(辉瑞):</b>在目前的新冠疫苗公司中,美国制药巨头辉瑞听起来可能不是一个性感的选择。华尔街目前的共识是制药商Comirnaty的疫苗——与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>——从2022年开始,从销售角度来看失去动力。</blockquote></p><p> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p><p><blockquote>然而,由于德尔塔变异毒株,Comirnaty的商业寿命可能会比最初预期的长得多。虽然高传播变种的出现对整个社会来说显然是个坏消息,但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote></p><p> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p><p><blockquote>有两个明显的理由认为辉瑞的股价可能会因达美航空问题而走高。首先,该公司宣布,最早可能在本月提交第三次加强注射的紧急使用授权。其次,辉瑞计划本月启动德尔塔特异性版本疫苗的临床试验。</blockquote></p><p> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p><p><blockquote>尽管美国食品药品监督管理局和疾病控制与预防中心最近都淡化了加强注射的必要性,但辉瑞已经提出了第三次注射的令人信服的理由,以应对德尔塔变异毒株的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote></p><p> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p><p><blockquote>对于投资者来说,总体情况是,辉瑞2022年的收入可能比2021年增长9.7%——也就是说,如果加强注射确实获得批准,并且该公司还成功开发了delta特异性疫苗。相比之下,华尔街目前预计该制药商明年的营收将比2021年下降14.8%。</blockquote></p><p> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.</p><p><blockquote>辉瑞的股票可能走向何方?从保守的角度来看,如果疫苗方面的所有部分都到位,股价应该会达到50美元。这比该制药商的股价目前上涨了大约17%,甚至还没有考虑到该公司当前水平上颇具吸引力的3.64%股息收益率。简而言之,如果这种情况实现,辉瑞的股票交易价格将仅为2022年销售额的约3.5倍,对于派息的大型制药股来说,这是一个相当适中的估值。</blockquote></p><p> <h3><b>Inari Medical: Skyrocketing Sales</b></h3> <b>Patrick Bafuma</b> <b>(Inari Medical):</b> If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to <i>The New York Times</i> -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p><p><blockquote><h3><b>伊那里医疗:销售额暴涨</b></h3><b>帕特里克·巴富马</b> <b>(伊那里医疗):</b>如果您正在寻找一只在大流行的顺风消退后具有持久力的股票,请关注伊那里医疗。数据显示,2021年7月27日新增108,000例新冠病例,为2021年2月5日以来最多<i>纽约时报</i>——这个数字是7月初7天平均水平的八倍多。更糟糕的是,COVID不仅会导致呼吸困难,还会使患者患致残和可能危及生命的血栓的风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时,接种疫苗是否能完全降低血栓的风险。</blockquote></p><p></p><p> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p><p><blockquote>对于一家商业阶段的医疗技术公司来说,这似乎是一个很好的设置,该公司开发了微创产品,旨在消除大血凝块,而不需要强大的血栓破坏药物。通过使用ClotTriever和FlowTriever设备,伊那里迄今已治疗了25,000多名患者。2021年第一季度,临床医生使用该公司的设备进行了约5,500次手术,比去年同季度增长130%,比2020年第四季度增长约20%。根据数据,截至7月27日,美国约有12%的新冠肺炎患者出现血栓,约有35,000人因新冠肺炎住院(并且还在增加)<i>纽约时报</i>,伊那里可能会看到符合条件的病例增加。</blockquote></p><p> Not to mention the company's results thus far for blood clots in the lung are spectacular:</p><p><blockquote>更不用说该公司迄今为止在肺部血栓方面的结果非常惊人:</blockquote></p><p> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.</p><p><blockquote><ul><li>由于肺部中高风险血栓的历史30天死亡率为9.7%,伊那里0.4%的30天死亡率令人印象深刻。</li><li>30天再入院率降低了6.7%,而常规护理为24.4%。</li><li>48小时内的主要不良事件发生率仅为1.3%。</li><li>手术后不需要住ICU。</li></ul>所有这些加起来,伊那里的检索设备似乎是一个显而易见的选择。</blockquote></p><p> The company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p><p><blockquote>该公司第一季度收入同比增长113%,环比增长18%,2021年第一季度毛利率为91.9%。因此,伊那里的市销率为18,使其成为一只正在出售的成长型股票。</blockquote></p><p> Inari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p><p><blockquote>Inari在价值38亿美元的美国市场的渗透率不到5%,今年早些时候在欧洲推出的市场也有很大的增长空间。这意味着这家市值45亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性程序,但它显然没有减缓伊那里,甚至可能加速其吸收。</blockquote></p><p> <h3><b>Novavax: How high can it go?</b></h3> <b>Taylor Carmichael</b> <b>(Novavax):</b> The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p><p><blockquote><h3><b>Novavax:能涨到多高?</b></h3><b>泰勒·卡迈克尔</b> <b>(诺瓦瓦克斯):</b>疫苗生物技术公司Novavax在2020年表现出色,由于对其COVID疫苗的乐观情绪,其股价上涨了2700%。虽然该公司尚未申请紧急使用授权,但预计将在本季度申请。2021年迄今为止,该股已上涨60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NVAX数据。</span></p></blockquote></p><p> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p><p><blockquote>COVID-19疫苗第三阶段的积极数据导致该股在今年年初飙升,但由于该公司的疫苗上市延迟,股价已经回落。首先,制造疫苗所需的原材料短缺。现在,该公司必须证明其各种合同生产设施将保持所有地点的疫苗质量一致。</blockquote></p><p> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p><p><blockquote>尽管存在这些延迟,但长期投资者有理由看涨。制造业正在扩大规模,预计到第三季度末,生产率将达到每月1亿剂,到12月将达到每月1.5亿剂。虽然美国的许多人已经接种了疫苗,但世界其他地方的机会相当大。Novavax已向COVAX(国际疫苗联盟)预售了11亿剂疫苗,并已签约在全球范围内供应数亿剂疫苗。</blockquote></p><p> In the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told <i>The New York Times</i>.</p><p><blockquote>在美国,Novavax疫苗可能主要用于已经接种疫苗的人的加强注射。FDA代理首席科学家露丝安娜·博里奥(Luciana Borio)博士表示:“它们可能确实适合加强剂。”从2015年到2017年,告诉<i>纽约时报</i>.</blockquote></p><p> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p><p><blockquote>未来,Novavax计划将其新冠疫苗与流感疫苗结合起来,形成一种一次性疗法。虽然COVID的变异速度不如流感,但我们在过去一年中已经看到了几种变异毒株。在未来的几年里,我们很可能需要不止一次接种疫苗。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">The Motley Fool</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":{"NARI":"Inari Medical, Inc.","NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1,"symbols_score_info":{"NARI":0.9,"PFE":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845643238,"gmtCreate":1636336711323,"gmtModify":1636337083392,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Is anyone holding a worse position than me:(","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Is anyone holding a worse position than me:(","text":"$Moderna, Inc.(MRNA)$Is anyone holding a worse position than me:(","images":[{"img":"https://static.tigerbbs.com/4448edb6404dda9502ea87cb7aa67088","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845643238","isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857557698,"gmtCreate":1635551744813,"gmtModify":1635551744813,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What happen aiyo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>What happen aiyo","text":"$Tiger Brokers(TIGR)$What happen aiyo","images":[{"img":"https://static.tigerbbs.com/71bccd6c082f0c5d103757f52237878e","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857557698","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854297458,"gmtCreate":1635461426090,"gmtModify":1635461426251,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"Oh nu","listText":"Oh nu","text":"Oh nu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854297458","repostId":"1178207364","repostType":2,"repost":{"id":"1178207364","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</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>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. 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quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856592555,"gmtCreate":1635200869722,"gmtModify":1635200869880,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"Oh nu","listText":"Oh nu","text":"Oh 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href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>:)","text":"$Microsoft(MSFT)$:)","images":[{"img":"https://static.tigerbbs.com/73fbeb0ab7618118f38cc11503a970ea","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863366567","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889623441,"gmtCreate":1631146497683,"gmtModify":1631884166366,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Booooo","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Booooo","text":"$GameStop(GME)$Booooo","images":[{"img":"https://static.tigerbbs.com/c74d44742e3e0f6d63d3d4dde555c3c4","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889623441","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813355640,"gmtCreate":1630137737880,"gmtModify":1704956472691,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813355640","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohu8.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些组件的价格上涨,苹果的iPhone 13可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或者那些希望转向基于iOS的产品的用户)应该期待更深入地了解他们的口袋。DigiTimes报道称,由于零部件通胀,苹果的iPhone 13可能会在下个月以更高的价格推出。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是个坏消息,对苹果股票投资者来说可能是个好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,苹果公司可能会成为一个巨大的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>怎么回事?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max机型售价高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高3%至5%,这可能会导致尚未公布的iPhone 13价格出现类似上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能试图提高价格,而不相信这样做不会对新iPhone的需求产生实质性影响。苹果或许有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>引用吉姆·克莱默的话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市最令人担忧的阻力之一是通胀可能侵蚀企业利润率并导致2021-2022年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高的生产成本转嫁给消费者的公司可能会表现出色。这是Mad Money的吉姆·克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么涨价也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界真正的运作方式。价格的变化往往会对一些关键变量产生影响,其中最重要的是需求。如果更高的价格不会对售出的单位产生太大影响或根本没有影响,那么这对收入以及最有可能的盈利来说是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一个需要考虑的问题是价格上涨是否完全或仅部分抵消了更高的成本。假设是后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。许多移动部件所呈现的复杂性使得很难确定更昂贵的iPhone未来可能会如何影响苹果的财务报表。</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</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 Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些组件的价格上涨,苹果的iPhone 13可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或者那些希望转向基于iOS的产品的用户)应该期待更深入地了解他们的口袋。DigiTimes报道称,由于零部件通胀,苹果的iPhone 13可能会在下个月以更高的价格推出。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是个坏消息,对苹果股票投资者来说可能是个好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,苹果公司可能会成为一个巨大的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>怎么回事?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max机型售价高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高3%至5%,这可能会导致尚未公布的iPhone 13价格出现类似上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能试图提高价格,而不相信这样做不会对新iPhone的需求产生实质性影响。苹果或许有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>引用吉姆·克莱默的话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市最令人担忧的阻力之一是通胀可能侵蚀企业利润率并导致2021-2022年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高的生产成本转嫁给消费者的公司可能会表现出色。这是Mad Money的吉姆·克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么涨价也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界真正的运作方式。价格的变化往往会对一些关键变量产生影响,其中最重要的是需求。如果更高的价格不会对售出的单位产生太大影响或根本没有影响,那么这对收入以及最有可能的盈利来说是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一个需要考虑的问题是价格上涨是否完全或仅部分抵消了更高的成本。假设是后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。许多移动部件所呈现的复杂性使得很难确定更昂贵的iPhone未来可能会如何影响苹果的财务报表。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835588298,"gmtCreate":1629727094014,"gmtModify":1631884085468,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>G","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>G","text":"$Pfizer(PFE)$G","images":[{"img":"https://static.tigerbbs.com/1748f43f5a3f7cdc76570522362edfb2","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835588298","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":870959627,"gmtCreate":1636583279686,"gmtModify":1636583279755,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Uhmm","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Uhmm","text":"$GameStop(GME)$Uhmm","images":[{"img":"https://static.tigerbbs.com/ec5853f2918447327f714562d0aadc9a","width":"750","height":"2567"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870959627","isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843836762,"gmtCreate":1635816509959,"gmtModify":1635816510030,"author":{"id":"3584333873630358","authorId":"3584333873630358","name":"Madiu","avatar":"https://static.tigerbbs.com/036fa50e8b56d9381984d525a63eb9d4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584333873630358","idStr":"3584333873630358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>How far up isit even gg ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>How far up isit even gg ","text":"$Tesla Motors(TSLA)$How far up isit even gg","images":[{"img":"https://static.tigerbbs.com/86586bb7b8bfbcbf2acbad0c62df9e12","width":"750","height":"2627"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843836762","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}