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ziya
ziya
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2020-08-03
要能拿住才行
暴走A股:苹果业绩大爆发,最受益的是三安光电?
苹果公布2020年第三季度财报,该季度总营收为 597 亿美元,同比增长 11%,净利润为112.53亿美元,较上年同期的100.44亿美元增长12%,远超预期。周五苹果公司股价大涨10.47%。苹果
暴走A股:苹果业绩大爆发,最受益的是三安光电?
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21:48","market":"us","language":"zh","title":"暴走A股:苹果业绩大爆发,最受益的是三安光电?","url":"https://stock-news.laohu8.com/highlight/detail?id=2056816231","media":"暴走A股","summary":"苹果公布2020年第三季度财报,该季度总营收为 597 亿美元,同比增长 11%,净利润为112.53亿美元,较上年同期的100.44亿美元增长12%,远超预期。周五苹果公司股价大涨10.47%。苹果","content":"<html><body><article><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公布2020年第三季度财报,该季度总营收为 597 亿美元,同比增长 11%,净利润为112.53亿美元,较上年同期的100.44亿美元增长12%,远超预期。周五苹果公司股价大涨10.47%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200802215432221v246o840zd8ycp8\"/><p>苹果的这个财报确实比较吊,主要受益于iPhone 11在大中华地区的降价策略。今年二季度,中国内地的智能手机销量同比下跌17%,但是苹果还是实现了增长,增速达到32%,排在第一;华为排第二,增速12%;vivo、OPPO、小米出现29-35%不等的下降。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200802215433425v246np51vstko1c\"/><p>从A股表现看,上半年“安卓系”的股票要比“苹果系”差得多。考虑到iPhone 12会在10月左右发布,而且这次连充电器都不给,所以大概率还是延续低价策略,抢占更多市场,这样一来,下半年安卓系的股票也没有什么太好的机会。</p><p>反观苹果这边,不单单是<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>(行情300433)、<a href=\"https://laohu8.com/S/002456\">欧菲光</a>(行情002456)这种给iPhone供货的企业,还有像AirPods、miniLED这两个非常重要的方向。AirPods景气度至少还能维持2-3年,而且<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>(行情002241)在受到苹果公司的“额外照顾”,接手一部分AirPods Pro的订单后后,近期走势也要明显强于<a href=\"https://laohu8.com/S/002475\">立讯精密</a>(行情002475)。明年歌尔股份的AirPodsPro产能大概率还会进一步扩大,贡献更多利润,再就是给AirPods做充电盒的<a href=\"https://laohu8.com/S/300207\">欣旺达</a>(行情300207),也是一直受益的。</p><p>miniLED这条线,上上个月老骆电子和郭明祺一直在推<a href=\"https://laohu8.com/S/600703\">三安光电</a>(行情600703)。有消息说,明年苹果一季度推出的iPad Pro将搭载用miniLED做背光技术的LCD显示屏,明年的Mac 新机型也会有一部分用miniLED,而且从之前的产业风向看,一旦苹果做miniLED,其他的安卓厂商也会跟进,所以机构才说miniLED的景气度可以持续至少5年。</p><p>miniLED和传统LED相比,在芯片尺寸、封装工艺和集成上都有一定的技术难度,所以有技术积累的大厂肯定是最受益。三安光电在LED芯片领域一直是龙头,出货量全球第一,一旦miniLED放量,LED芯片的需求量爆发,三安光电绝对是绕不开的标的。另外,在后续的竞争中,规模优势带来的成本优势,也是公司持续领先的进一步保证。</p><p>股票的话,上游的芯片行业除了三安光电,还有<a href=\"https://laohu8.com/S/300323\">华灿光电</a>(行情300323),中游的封测行业包括<a href=\"https://laohu8.com/S/002449\">国星光电</a>(行情002449)、<a href=\"https://laohu8.com/S/300241\">瑞丰光电</a>(行情300241),下游应用领域的<a href=\"https://laohu8.com/S/000725\">京东方A</a>(行情000725)、TCL也不错,大尺寸的LCD最近在涨价,不过最最核心的标的肯定还是三安光电。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200802215433574v24686ly7v8t40a\"/><p>有些读者今晚看我这么吹三安光电,可能夜里睡觉都要激动得鸡儿打颤,抱着一波翻倍的梦想,明天集合竞价直接搞进去。然后拿了不到三天,如果三安光电还不涨,肯定要跑来问我,暴哥,三安怎么还不涨,是主力在洗盘吗?接着我安慰几句,假模假样分析一波,再给点信心。之后最多再拿一个礼拜,如果还不涨,肯定受不了直接卖了。最后在未来三安光电大涨之后的某一天跑来问我,暴哥,三安光电大涨了,能追吗?</p><p>如果不是我心态好,早就被气死了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200802215434361v246e97u3sqehrq\"/><p>【以上内容仅代表个人投资建议,不构成买卖依据,股市有风险,投资需谨慎!】</p></article></body></html>","source":"tencent","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\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n暴走A股:苹果业绩大爆发,最受益的是三安光电?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-02 21:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008022154347a024e99&s=b><strong>暴走A股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果公布2020年第三季度财报,该季度总营收为 597 亿美元,同比增长 11%,净利润为112.53亿美元,较上年同期的100.44亿美元增长12%,远超预期。周五苹果公司股价大涨10.47%。苹果的这个财报确实比较吊,主要受益于iPhone 11在大中华地区的降价策略。今年二季度,中国内地的智能手机销量同比下跌17%,但是苹果还是实现了增长,增速达到32%,排在第一;华为排第二,增速12%;...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008022154347a024e99&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"600703":"三安光电","09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008022154347a024e99&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2056816231","content_text":"苹果公布2020年第三季度财报,该季度总营收为 597 亿美元,同比增长 11%,净利润为112.53亿美元,较上年同期的100.44亿美元增长12%,远超预期。周五苹果公司股价大涨10.47%。苹果的这个财报确实比较吊,主要受益于iPhone 11在大中华地区的降价策略。今年二季度,中国内地的智能手机销量同比下跌17%,但是苹果还是实现了增长,增速达到32%,排在第一;华为排第二,增速12%;vivo、OPPO、小米出现29-35%不等的下降。从A股表现看,上半年“安卓系”的股票要比“苹果系”差得多。考虑到iPhone 12会在10月左右发布,而且这次连充电器都不给,所以大概率还是延续低价策略,抢占更多市场,这样一来,下半年安卓系的股票也没有什么太好的机会。反观苹果这边,不单单是蓝思科技(行情300433)、欧菲光(行情002456)这种给iPhone供货的企业,还有像AirPods、miniLED这两个非常重要的方向。AirPods景气度至少还能维持2-3年,而且歌尔股份(行情002241)在受到苹果公司的“额外照顾”,接手一部分AirPods Pro的订单后后,近期走势也要明显强于立讯精密(行情002475)。明年歌尔股份的AirPodsPro产能大概率还会进一步扩大,贡献更多利润,再就是给AirPods做充电盒的欣旺达(行情300207),也是一直受益的。miniLED这条线,上上个月老骆电子和郭明祺一直在推三安光电(行情600703)。有消息说,明年苹果一季度推出的iPad Pro将搭载用miniLED做背光技术的LCD显示屏,明年的Mac 新机型也会有一部分用miniLED,而且从之前的产业风向看,一旦苹果做miniLED,其他的安卓厂商也会跟进,所以机构才说miniLED的景气度可以持续至少5年。miniLED和传统LED相比,在芯片尺寸、封装工艺和集成上都有一定的技术难度,所以有技术积累的大厂肯定是最受益。三安光电在LED芯片领域一直是龙头,出货量全球第一,一旦miniLED放量,LED芯片的需求量爆发,三安光电绝对是绕不开的标的。另外,在后续的竞争中,规模优势带来的成本优势,也是公司持续领先的进一步保证。股票的话,上游的芯片行业除了三安光电,还有华灿光电(行情300323),中游的封测行业包括国星光电(行情002449)、瑞丰光电(行情300241),下游应用领域的京东方A(行情000725)、TCL也不错,大尺寸的LCD最近在涨价,不过最最核心的标的肯定还是三安光电。有些读者今晚看我这么吹三安光电,可能夜里睡觉都要激动得鸡儿打颤,抱着一波翻倍的梦想,明天集合竞价直接搞进去。然后拿了不到三天,如果三安光电还不涨,肯定要跑来问我,暴哥,三安怎么还不涨,是主力在洗盘吗?接着我安慰几句,假模假样分析一波,再给点信心。之后最多再拿一个礼拜,如果还不涨,肯定受不了直接卖了。最后在未来三安光电大涨之后的某一天跑来问我,暴哥,三安光电大涨了,能追吗?如果不是我心态好,早就被气死了。【以上内容仅代表个人投资建议,不构成买卖依据,股市有风险,投资需谨慎!】","news_type":1,"symbols_score_info":{"600703":1,"03086":0.6,"09086":0.6,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}