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- SoloDavSoloDav
  ·2021-11-10
  $Alibaba(BABA)$return of baba[财迷]
  2,107 评论
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- SoloDavSoloDav
  ·2021-11-08
  $XPeng Inc.(XPEV)$future of domestic EV?
  2,011 评论
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- SoloDavSoloDav
  ·2021-11-07
  $XPeng Inc.(XPEV)$better than NIO?
  2,478 评论
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- SoloDavSoloDav
  ·2021-11-06
  $XPeng Inc.(XPEV)$next tesla?
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- SoloDavSoloDav
  ·2021-11-04
  Disney + or Netflix? I want both.[开心]
  Netflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote>
  NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric
  Netflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote>
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- SoloDavSoloDav
  ·2021-11-04
  Yeah? Is it time to get my juice yet?[哇塞]
  非常抱歉，此主贴已删除
  1,966 评论
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- SoloDavSoloDav
  ·2021-10-26
  Be hungry for it?[想吃]
  非常抱歉，此主贴已删除
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- SoloDavSoloDav
  ·2021-10-22
  EV is the new age. But China has more choices coming up fast.
  非常抱歉，此主贴已删除
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- SoloDavSoloDav
  ·2021-10-15
  Still have a lot of fans out there.[得意]
  Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>
  Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales
  Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>
  2,166 评论
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- SoloDavSoloDav
  ·2021-10-14
  These r good selections.[开心]
  非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>better than NIO?","text":"$XPeng Inc.(XPEV)$better than NIO?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845068701","isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842860251,"gmtCreate":1636162594755,"gmtModify":1636162791087,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>next tesla?&nbsp;","text":"$XPeng Inc.(XPEV)$next tesla?","images":[{"img":"https://static.tigerbbs.com/ab19808f194708f4e53bbbfce5a4c4d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842860251","isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848102279,"gmtCreate":1635981171966,"gmtModify":1635981172027,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","listText":"Disney + or Netflix?&nbsp; I want both.[开心]&nbsp;","text":"Disney + or Netflix? I want both.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848102279","repostId":"1147065222","repostType":4,"repost":{"id":"1147065222","kind":"news","pubTimestamp":1635953315,"share":"https://www.laohu8.com/m/news/1147065222?lang=zh_CN&edition=full","pubTime":"2021-11-03 23:28","market":"us","language":"en","title":"Netflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147065222","media":"TheStreet","summary":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p><p><blockquote>NLFX是2021年的赢家，但现在是购买该股票的好时机吗？我们讨论了投资者在11月份应该关注的一些关键指标。</blockquote></p><p> Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p><p><blockquote>Netflix最近发布了广受好评的第三季度业绩，Netflix股价年初至今继续上涨。自今年年初以来，NFLX的市值已上涨约30%。但在该公司股票在短短一个月内升值超过10%之后，现在是购买该公司股票的好时机吗？</blockquote></p><p> Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p><p><blockquote>今天，我们来看看投资者在考虑在11月份购买NFLX时应注意的一些主要指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Netflix位于加利福尼亚州洛斯加托斯的总部。</span></p></blockquote></p><p> <b>Stretched valuations</b></p><p><blockquote><b>估值过高</b></blockquote></p><p> As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p><p><blockquote>正如一家具有高增长前景的科技公司所预期的那样，Netflix的估值倍数并不是市场上最低的。目前，NFLX明年的市盈率为52倍，EV与EBITDA的倍数为20倍。</blockquote></p><p> Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p><p><blockquote>以上是否意味着该公司的股票价格过高？也许吧，但是看看同龄人群体可以提供一些视角。亚马逊股票的市盈率与Netflix一致，预期市盈率为50倍，EBITDA为30倍。市场似乎对这两只股票抱有相当大的期待。</blockquote></p><p> On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p><p><blockquote>另一方面，迪斯尼和苹果等某些公司的市盈率更低。迪士尼显然不是纯粹的科技和流媒体股票，目前的2022年市盈率为34倍。苹果的25倍更引人注目。苹果的EV与EBITDA之比也更为保守，约为20倍，而DIS为34倍，更符合AMZN。</blockquote></p><p> <b>Seasonality in November</b></p><p><blockquote><b>11月季节性</b></blockquote></p><p> Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p><p><blockquote>自IPO以来，Netflix股票在大多数月份都实现了平均正回报。然而，11月是一个罕见的例外。在刚刚开始的一个月里，NFLX历史上平均下跌了-1%，但传统上会在大约30到60天后强劲反弹。</blockquote></p><p> In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p><p><blockquote>10月份，NFLX的涨幅高于平均水平超过10%，这可能会让投资者认为现在是锁定部分利润的时候了。但自今年年初以来，该股已经升值了约30%，而且似乎并没有放缓太多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：月平均回报。</span></p></blockquote></p><p> <b>Disney's fiscal Q4 ahead</b></p><p><blockquote><b>迪士尼第四财季即将到来</b></blockquote></p><p> In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p><p><blockquote>11月的第二周，另一家娱乐巨头将发布最近一个季度的业绩。迪士尼在流媒体领域与Netflix直接竞争，预计将报告Disney+的数据。细心的投资者可能会就这些数字对Netflix及其股票可能意味着什么得出一些结论。</blockquote></p><p> According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</p><p><blockquote>迪士尼自己的首席执行官表示，本季度的用户增长应该低于市场的预期。如果这一数字令分析师失望，一些投资者可能会选择抛售迪士尼，将注意力转向奈飞。提醒一下，这家洛斯加托斯公司最近经历了用户增长的回升，这对该股来说是个好兆头。</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>Netflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</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\">\nNetflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-03 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p><p><blockquote>NLFX是2021年的赢家，但现在是购买该股票的好时机吗？我们讨论了投资者在11月份应该关注的一些关键指标。</blockquote></p><p> Netflix has&nbsp;recently released third quarter results&nbsp;that were well received – and Netflix stock&nbsp;continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p><p><blockquote>Netflix最近发布了广受好评的第三季度业绩，Netflix股价年初至今继续上涨。自今年年初以来，NFLX的市值已上涨约30%。但在该公司股票在短短一个月内升值超过10%之后，现在是购买该公司股票的好时机吗？</blockquote></p><p> Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p><p><blockquote>今天，我们来看看投资者在考虑在11月份购买NFLX时应注意的一些主要指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Netflix位于加利福尼亚州洛斯加托斯的总部。</span></p></blockquote></p><p> <b>Stretched valuations</b></p><p><blockquote><b>估值过高</b></blockquote></p><p> As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p><p><blockquote>正如一家具有高增长前景的科技公司所预期的那样，Netflix的估值倍数并不是市场上最低的。目前，NFLX明年的市盈率为52倍，EV与EBITDA的倍数为20倍。</blockquote></p><p> Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s&nbsp;multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p><p><blockquote>以上是否意味着该公司的股票价格过高？也许吧，但是看看同龄人群体可以提供一些视角。亚马逊股票的市盈率与Netflix一致，预期市盈率为50倍，EBITDA为30倍。市场似乎对这两只股票抱有相当大的期待。</blockquote></p><p> On the other hand, certain names like Disney&nbsp;and Apple&nbsp;command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p><p><blockquote>另一方面，迪斯尼和苹果等某些公司的市盈率更低。迪士尼显然不是纯粹的科技和流媒体股票，目前的2022年市盈率为34倍。苹果的25倍更引人注目。苹果的EV与EBITDA之比也更为保守，约为20倍，而DIS为34倍，更符合AMZN。</blockquote></p><p> <b>Seasonality in November</b></p><p><blockquote><b>11月季节性</b></blockquote></p><p> Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p><p><blockquote>自IPO以来，Netflix股票在大多数月份都实现了平均正回报。然而，11月是一个罕见的例外。在刚刚开始的一个月里，NFLX历史上平均下跌了-1%，但传统上会在大约30到60天后强劲反弹。</blockquote></p><p> In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p><p><blockquote>10月份，NFLX的涨幅高于平均水平超过10%，这可能会让投资者认为现在是锁定部分利润的时候了。但自今年年初以来，该股已经升值了约30%，而且似乎并没有放缓太多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：月平均回报。</span></p></blockquote></p><p> <b>Disney's fiscal Q4 ahead</b></p><p><blockquote><b>迪士尼第四财季即将到来</b></blockquote></p><p> In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p><p><blockquote>11月的第二周，另一家娱乐巨头将发布最近一个季度的业绩。迪士尼在流媒体领域与Netflix直接竞争，预计将报告Disney+的数据。细心的投资者可能会就这些数字对Netflix及其股票可能意味着什么得出一些结论。</blockquote></p><p> According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</p><p><blockquote>迪士尼自己的首席执行官表示，本季度的用户增长应该低于市场的预期。如果这一数字令分析师失望，一些投资者可能会选择抛售迪士尼，将注意力转向奈飞。提醒一下，这家洛斯加托斯公司最近经历了用户增长的回升，这对该股来说是个好兆头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">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":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848109568,"gmtCreate":1635980873266,"gmtModify":1635980873330,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","listText":"Yeah? Is it time to get my juice yet?[哇塞]&nbsp;","text":"Yeah? Is it time to get my juice yet?[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848109568","repostId":"2180522657","repostType":4,"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856748208,"gmtCreate":1635216767146,"gmtModify":1635217064342,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Be hungry for it?[想吃]&nbsp;","listText":"Be hungry for it?[想吃]&nbsp;","text":"Be hungry for it?[想吃]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856748208","repostId":"2178475001","repostType":4,"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851194512,"gmtCreate":1634877945771,"gmtModify":1634877945771,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"EV is the new age. But China has more choices coming up fast.","listText":"EV is the new age. But China has more choices coming up fast.","text":"EV is the new age. But China has more choices coming up fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851194512","repostId":"2177469414","repostType":4,"isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825577671,"gmtCreate":1634253556965,"gmtModify":1634274405488,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"Still have a lot of fans out there.[得意]&nbsp;","listText":"Still have a lot of fans out there.[得意]&nbsp;","text":"Still have a lot of fans out there.[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825577671","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=zh_CN&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响iPhone 13的销售，苹果股价遭受重创。这位苹果专家认为，长期投资者不必太担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13正面临供应链问题。零部件短缺可能导致今年苹果设备产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股140美元——这是自2021年7月上旬以来从未见过的水平。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的事态发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新款。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者必须了解苹果股票投资者和交易者有不同类型。许多人购买股票是希望获得短期收益，而另一些人则长期押注股票。事实上，短线交易者可能有充分的理由感到担忧。如果苹果下个季度的iPhone销量未达到预期，并且该股因此做出负面反应怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会进一步关注苹果未来的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链问题只会导致销售从一个时期转移到下一个时期。这正是2020年发生的情况，当时COVID-19危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年上半年的iPhone销量增长情况。请注意，由于生产延迟，2019年痛苦的收入下降似乎创造了去年第四财季未得到满足的被压抑需求。当这些问题最终得到解决时，2021财年的收入猛增。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从2020财年开始到现在，iPhone的平均销量增长了14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果股价仍上涨了90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次在日历上发生变化吗？我认为这是合理的，如果不太可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延误并不是苹果特有的问题。今年从大流行中复苏的零部件短缺已被充分记录，并且似乎正在全面影响消费技术供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，因为担心随着全球经济继续反弹，整个行业的表现将不佳。但如果要在该领域投入资金，我认为苹果是一个比平均水平更安全的选择，因为它拥有一流的供应链管理。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释了苹果在首席执行官蒂姆·库克（Tim Cook）的领导下已成为“库存管理之王”，蒂姆·库克也是库比蒂诺公司的前首席运营官。因此，如果我押注一家公司能很好地处理供应链问题，它可能是最具购买力且在管理库存方面拥有良好记录的公司。</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>Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-14 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响iPhone 13的销售，苹果股价遭受重创。这位苹果专家认为，长期投资者不必太担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13正面临供应链问题。零部件短缺可能导致今年苹果设备产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股140美元——这是自2021年7月上旬以来从未见过的水平。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的事态发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新款。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者必须了解苹果股票投资者和交易者有不同类型。许多人购买股票是希望获得短期收益，而另一些人则长期押注股票。事实上，短线交易者可能有充分的理由感到担忧。如果苹果下个季度的iPhone销量未达到预期，并且该股因此做出负面反应怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会进一步关注苹果未来的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链问题只会导致销售从一个时期转移到下一个时期。这正是2020年发生的情况，当时COVID-19危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年上半年的iPhone销量增长情况。请注意，由于生产延迟，2019年痛苦的收入下降似乎创造了去年第四财季未得到满足的被压抑需求。当这些问题最终得到解决时，2021财年的收入猛增。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从2020财年开始到现在，iPhone的平均销量增长了14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果股价仍上涨了90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次在日历上发生变化吗？我认为这是合理的，如果不太可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延误并不是苹果特有的问题。今年从大流行中复苏的零部件短缺已被充分记录，并且似乎正在全面影响消费技术供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，因为担心随着全球经济继续反弹，整个行业的表现将不佳。但如果要在该领域投入资金，我认为苹果是一个比平均水平更安全的选择，因为它拥有一流的供应链管理。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释了苹果在首席执行官蒂姆·库克（Tim Cook）的领导下已成为“库存管理之王”，蒂姆·库克也是库比蒂诺公司的前首席运营官。因此，如果我押注一家公司能很好地处理供应链问题，它可能是最具购买力且在管理库存方面拥有良好记录的公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">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/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822456789,"gmtCreate":1634168021076,"gmtModify":1634168021076,"author":{"id":"3567134836944993","authorId":"3567134836944993","name":"SoloDav","avatar":"https://static.tigerbbs.com/4c5c59519d4d582e433a2a98a95974d1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567134836944993","authorIdStr":"3567134836944993"},"themes":[],"htmlText":"These r good selections.[开心]&nbsp;","listText":"These r good selections.[开心]&nbsp;","text":"These r good selections.[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822456789","repostId":"2175157695","repostType":4,"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}