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LinSay
LinSay
·
2021-07-29
Thanks
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LinSay
LinSay
·
2021-07-28
Wow
Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>
(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta
Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>
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LinSay
LinSay
·
2021-07-27
Hmm
Stock Split Watch: Is Amazon Next?<blockquote>股票分割观察:亚马逊是下一个吗?</blockquote>
Key Points Amazon reports earnings on Thursday, making that an ideal time to announce a stock split
Stock Split Watch: Is Amazon Next?<blockquote>股票分割观察:亚马逊是下一个吗?</blockquote>
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LinSay
LinSay
·
2021-07-26
Ouch
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LinSay
LinSay
·
2021-07-25
Haha
What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报时会对下一代iPhone说些什么?也许比平时更多</blockquote>
Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo
What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报时会对下一代iPhone说些什么?也许比平时更多</blockquote>
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LinSay
LinSay
·
2021-07-22
Ohhh
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LinSay
LinSay
·
2021-07-20
Sad
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LinSay
LinSay
·
2021-07-18
Hmm
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LinSay
LinSay
·
2021-07-16
Oohhh
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LinSay
LinSay
·
2021-07-15
Thanks
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07:02","market":"us","language":"en","title":"Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155220013","media":"Reuters","summary":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expecta","content":"<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>(路透社)--微软公司周二公布了其最赚钱的一个季度,收入和盈利超出了华尔街的预期,因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨了近 1%,此前该公司今年迄今已上涨了 30%,这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>大流行病推动的远程办公转变提高了消费者对云计算的兴趣,帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>在截至 6 月 30 日的第四季度,其 “智能云 ”部门的收入增长了 30%,达到 174 亿美元,其中 Azure 云计算业务增长了 51%。根据 Visible Alpha 的共识数据,分析师此前预计 Azure 将增长 43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>“Investing.com 高级分析师哈里斯-安瓦尔(Haris Anwar)说:”微软的这份报告令人印象深刻,该公司几乎所有业务部门的业绩都轻松超出了预期。</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他指出了 Azure 的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>“安瓦尔说:”尽管如此,自大流行病开始以来,微软的股票一直在大幅上涨,而且市盈率很高。“在经历了如此强劲的反弹之后,其股价可能会稍作喘息,尤其是在投资者仍不清楚大流行后环境下需求情景将如何演变的情况下。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近 2.2 万亿美元,这加剧了一些分析师对其可能被高估的担忧。根据 Refinitiv Eikon 基于周一收盘价的数据,该股今年迄今已上涨近 30%,而标普500指数整体上涨了 18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括 Windows 软件和 Xbox 游戏机在内的个人计算收入增长 9%,达到 141 亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但 PP Foresight 分析师 Paolo Pescatore 表示,Xbox 内容和服务收入有所下降,这表明大流行推动的游戏热潮开始减弱。他补充说,该公司必须加强其在国内的影响力,以更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监 Kyle Vikstrom 表示,微软的一些硬件生产线受到芯片等零部件短缺的影响。最近几个季度,从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“她说:”我们看到供应链的限制正在影响 Windows OEM 和 Surface......以及 Xbox 游戏机。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities 的 Daniel Ives 表示,芯片短缺也可能导致微软 Xbox 内容和服务收入下滑,因为硬件销售受限导致服务业绩疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“他说:”如果说微软有什么落后的地方,那就是消费者。“我认为这项工作仍在进行中”。</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据 Refinitiv 的 IBES 数据,收入增长 21%,达到 462 亿美元,超过分析师普遍预期的 442.4 亿美元。该公司公布的每股收益为 2.17 美元,高于市场普遍预期的 1.92 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>Microsoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</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\">\nMicrosoft scores record quarterly profit on cloud boost<blockquote>微软在云计算推动下实现创纪录的季度利润</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-28 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.</p><p><blockquote>(路透社)--微软公司周二公布了其最赚钱的一个季度,收入和盈利超出了华尔街的预期,因为对这家软件巨头基于云的服务的需求飙升。</blockquote></p><p> Its shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.</p><p><blockquote>该公司股价在盘后交易中上涨了近 1%,此前该公司今年迄今已上涨了 30%,这让投资者对本季度抱有很高的期望。</blockquote></p><p> The pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.</p><p><blockquote>大流行病推动的远程办公转变提高了消费者对云计算的兴趣,帮助了微软、亚马逊公司的云部门和Alphabet公司的谷歌云等公司。</blockquote></p><p> Revenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.</p><p><blockquote>在截至 6 月 30 日的第四季度,其 “智能云 ”部门的收入增长了 30%,达到 174 亿美元,其中 Azure 云计算业务增长了 51%。根据 Visible Alpha 的共识数据,分析师此前预计 Azure 将增长 43.1%。</blockquote></p><p> “It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.</p><p><blockquote>“Investing.com 高级分析师哈里斯-安瓦尔(Haris Anwar)说:”微软的这份报告令人印象深刻,该公司几乎所有业务部门的业绩都轻松超出了预期。</blockquote></p><p> He noted Azure’s growth and strong demand for the company’s legacy Office and software products.</p><p><blockquote>他指出了 Azure 的增长以及对该公司传统办公和软件产品的强劲需求。</blockquote></p><p> “That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”</p><p><blockquote>“安瓦尔说:”尽管如此,自大流行病开始以来,微软的股票一直在大幅上涨,而且市盈率很高。“在经历了如此强劲的反弹之后,其股价可能会稍作喘息,尤其是在投资者仍不清楚大流行后环境下需求情景将如何演变的情况下。”</blockquote></p><p> Microsoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.</p><p><blockquote>微软的市值接近 2.2 万亿美元,这加剧了一些分析师对其可能被高估的担忧。根据 Refinitiv Eikon 基于周一收盘价的数据,该股今年迄今已上涨近 30%,而标普500指数整体上涨了 18%。</blockquote></p><p> Revenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.</p><p><blockquote>包括 Windows 软件和 Xbox 游戏机在内的个人计算收入增长 9%,达到 141 亿美元。</blockquote></p><p> But Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.</p><p><blockquote>但 PP Foresight 分析师 Paolo Pescatore 表示,Xbox 内容和服务收入有所下降,这表明大流行推动的游戏热潮开始减弱。他补充说,该公司必须加强其在国内的影响力,以更好地与竞争对手竞争。</blockquote></p><p> Some Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.</p><p><blockquote>微软投资者关系总监 Kyle Vikstrom 表示,微软的一些硬件生产线受到芯片等零部件短缺的影响。最近几个季度,从汽车到智能手机的制造商都在努力应对前所未有的芯片短缺。</blockquote></p><p> “We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.</p><p><blockquote>“她说:”我们看到供应链的限制正在影响 Windows OEM 和 Surface......以及 Xbox 游戏机。</blockquote></p><p> The chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.</p><p><blockquote>Wedbush Securities 的 Daniel Ives 表示,芯片短缺也可能导致微软 Xbox 内容和服务收入下滑,因为硬件销售受限导致服务业绩疲软。</blockquote></p><p> “If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”</p><p><blockquote>“他说:”如果说微软有什么落后的地方,那就是消费者。“我认为这项工作仍在进行中”。</blockquote></p><p> Revenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.</p><p><blockquote>根据 Refinitiv 的 IBES 数据,收入增长 21%,达到 462 亿美元,超过分析师普遍预期的 442.4 亿美元。该公司公布的每股收益为 2.17 美元,高于市场普遍预期的 1.92 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.reuters.com/article/microsoft-results/update-3-microsoft-scores-record-quarterly-profit-on-cloud-boost-idUSL4N2P33TQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155220013","content_text":"(Reuters) -Microsoft Corp posted its most profitable quarter on Tuesday, beating Wall Street expectations for revenue and earnings, as demand soared for the software giant’s cloud-based services.\nIts shares rose nearly 1% in after-hours trading, following the company’s year-to-date run of 30% that left investors with high expectations for the quarter.\nThe pandemic-driven shift to remote work has boosted consumer appetite for cloud-based computing, helping companies including Microsoft, Amazon.com Inc’s cloud unit and Alphabet Inc’s Google Cloud.\nRevenue in its “Intelligent Cloud” segment rose 30% to $17.4 billion, with 51% growth in its Azure cloud-computing business, in the fourth quarter ended June 30. Analysts had expected 43.1% growth in Azure, according to consensus data from Visible Alpha.\n“It’s a very impressive report from Microsoft with the company easily surpassing expectations on the performance of almost all business units,” said Haris Anwar, senior analyst at Investing.com.\nHe noted Azure’s growth and strong demand for the company’s legacy Office and software products.\n“That said, Microsoft’s stock has made a big run since the beginning of the pandemic, and is trading at rich multiples,” Anwar said. “After such a powerful rally, its shares may take a breather, especially when investors are still unclear how the demand scenario will evolve in the post-pandemic environment.”\nMicrosoft’s market capitalization stands at nearly $2.2 trillion, fueling concerns among some analysts that it may be overvalued. The stock has climbed nearly 30% so far this year, compared with 18% for the overall S&P 500 Index, according to Refinitiv Eikon data based on Monday’s closing price.\nRevenue from personal computing, which includes Windows software and Xbox gaming consoles, rose 9% to $14.1 billion.\nBut Xbox content and services revenue dipped, suggesting that a pandemic-fueled gaming boom is beginning to wane, said Paolo Pescatore, an analyst at PP Foresight. The company must strengthen its presence in the home to better compete with rivals, he added.\nSome Microsoft hardware lines were affected by a shortage of components such as chips, said Kyle Vikstrom, director of Microsoft investor relations. Makers of cars to smartphones have grappled with an unprecedented chip shortage in recent quarters.\n“We are seeing supply chain constraints that are impacting Windows OEM and Surface ... and also impacting Xbox consoles,” she said.\nThe chip shortage could also be contributing to Microsoft’s dip in Xbox content and services revenue, as constrained hardware sales lead to a weaker performance in services, said Daniel Ives of Wedbush Securities.\n“If there’s any lagging part of Microsoft, it’s the consumer piece,” he said. “I think that continues to be a work in progress.”\nRevenue rose 21% to $46.2 billion, beating analysts’ consensus estimate of $44.24 billion, according to IBES data from Refinitiv. The company reported earnings of $2.17 per share, above the consensus estimate of $1.92.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809806602,"gmtCreate":1627355666406,"gmtModify":1631891675182,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809806602","repostId":"1162276557","repostType":4,"repost":{"id":"1162276557","kind":"news","pubTimestamp":1627354107,"share":"https://www.laohunote.com/m/news/1162276557?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:48","market":"us","language":"en","title":"Stock Split Watch: Is Amazon Next?<blockquote>股票分割观察:亚马逊是下一个吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162276557","media":"Motley Fool","summary":"Key Points\n\nAmazon reports earnings on Thursday, making that an ideal time to announce a stock split","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>Amazon reports earnings on Thursday, making that an ideal time to announce a stock split.</li> <li>There are only three other U.S.-exchange-listed stocks trading at higher price points than Amazon.</li> <li>This will be new CEO Andy Jassy's first earnings call as the e-commerce giant's helmsman. A stock split would be a great way to set himself apart from Jeffrey Bezos.</li> </ul> The chatter calling for <b>Amazon.com</b> (NASDAQ:AMZN)to execute a stock split is diminishing, but that's surprising. The stock continues to rise, making thearguments for a lower share pricevia a split all the more tantalizing.</p><p><blockquote><ul><li>亚马逊周四公布财报,这是宣布股票分割的理想时机。</li><li>只有另外三只在美国交易所上市的股票的交易价格高于亚马逊。</li><li>这将是新任首席执行官 Andy Jassy 作为这家电子商务巨头掌舵人的首次盈利看涨期权。股票分割将是让自己与杰弗里·贝佐斯区分开来的好方法。</li></ul>喋喋不休<b>亚马逊</b>(纳斯达克股票代码:AMZN)执行股票分割的可能性正在减少,但这令人惊讶。该股继续上涨,使得通过分拆降低股价的理由更加诱人。</blockquote></p><p> There are also a couple of good reasons why Amazon should announce a stock split as soon as later this week. You might think these bookkeeping moves are silly zero-sum games, and that's fair. However, a lot of other market watchers see an Amazon split as the key to attracting even more retail investors while also making life easier for options traders. Let's see why Amazon could be the next major stock to declare a stock split.</p><p><blockquote>亚马逊最早在本周晚些时候宣布股票分割也有几个很好的理由。你可能会认为这些记账动作是愚蠢的零和游戏,这是公平的。然而,许多其他市场观察人士认为,亚马逊分拆是吸引更多散户投资者的关键,同时也让期权交易者的生活更轻松。让我们看看为什么亚马逊可能成为下一只宣布股票分割的主要股票。</blockquote></p><p> <b>Amazon is rocking</b></p><p><blockquote><b>亚马逊正在摇摆</b></blockquote></p><p> It's good to be Amazon. The e-tail king was doing just fine before the pandemic shifted e-commerce into an even higher gear. The38% increase in net salesthat Amazon posted last year was its heartiest top-line gain in nine years.</p><p><blockquote>做亚马逊真好。在疫情将电子商务推向更高阶段之前,电子零售之王做得很好。亚马逊去年公布的净销售额增长38%,是其九年来最令人鼓舞的营收增长。</blockquote></p><p> Things aren't slowing down in 2021. Revenuesoared 44%during the first three months of this year.</p><p><blockquote>2021年事情不会放缓。今年前三个月收入飙升 44%。</blockquote></p><p> Investors are paying attention. Amazon held up better than most growth stocks during the correction earlier this year. It enters this trading week within 3% of the all-time high it hit two weeks ago.</p><p><blockquote>投资者正在关注。在今年早些时候的调整中,亚马逊的表现优于大多数成长型股票。进入本周交易时,该股距离两周前创下的历史高点不到 3%。</blockquote></p><p> There are only three U.S.-exchange-listed stocks trading at higher price points than the roughly $3,700 that Amazon is fetching as of Monday morning. Amazon's market cap is more than double those of the three higher-priced stocks combined. It's time for a stock split.</p><p><blockquote>截至周一上午,只有三只在美国交易所上市的股票的交易价格高于亚马逊的约 3,700 美元。亚马逊的市值是三只高价股票总和的两倍多。是时候进行股票分割了。</blockquote></p><p> <b>The clock is rolling</b></p><p><blockquote><b>时钟在流动</b></blockquote></p><p> Amazon reports its second-quarter results after market close on Thursday. Stock splits are often announced during an earnings release, whether the report itself is positive or negative.</p><p><blockquote>亚马逊周四收盘后公布第二季度业绩。股票分割通常在财报发布期间宣布,无论报告本身是正面的还是负面的。</blockquote></p><p> Adding to the likelihood of a stock split is that CEO Jeff Bezos officially stepped down as CEO earlier this month. If new CEO Andy Jassy wants to break the mold, there is no easier move than declaring the stock split that Bezos never cared to execute.</p><p><blockquote>首席执行官杰夫·贝索斯本月早些时候正式辞去首席执行官职务,这增加了股票分割的可能性。如果新任首席执行官安迪·贾西 (Andy Jassy) 想要打破这种模式,那么没有比宣布贝佐斯从未关心过执行的股票分割更容易的了。</blockquote></p><p> A stock split is a zero-sum game. A single share of Amazon at $3,700 would be the same thing as 50 shares at $74. However, it's not easy to trade options on a $3,700 stock. We're not just talking about throwing speculators a bone, as there are plenty of conservative risk-management tools available for long-term Amazon investors through the options market.</p><p><blockquote>股票分割是一个零和游戏。亚马逊的单股价格为 3,700 美元,相当于 50 股价格为 74 美元。然而,交易 3,700 美元股票的期权并不容易。我们不仅仅是在谈论向投机者扔骨头,因为通过期权市场,亚马逊的长期投资者可以使用大量保守的风险管理工具。</blockquote></p><p> Stock splits may not seem to matter as much as they did just a few years ago. Investors can buy fractional shares through a growing number of brokers. Zero-commission trading makes it easier than ever to buy a couple of shares at a time. However, there is still a natural attraction to low stock prices.</p><p><blockquote>股票分割似乎不像几年前那么重要了。投资者可以通过越来越多的经纪商购买零股。零佣金交易使一次购买几只股票比以往任何时候都更容易。然而,低股价仍然有天然的吸引力。</blockquote></p><p> A lower stock price would also make Amazon a no-brainer addition to the Dow Jones Industrial Average the next time the archaic but still relevant index shakes up its 30 members. In short, you don't have to be a fan ofstock splitsto see how an increase in retail and possibly institutional ownership can make Amazon even more valuable.</p><p><blockquote>下次道琼斯工业平均指数(Dow Jones Industrial Average)重组其 30 个成员时,较低的股价也将使亚马逊成为该指数的明智之举。简而言之,你不必是库存分割的粉丝,就能明白零售和可能的机构所有权的增加如何让亚马逊变得更有价值。</blockquote></p><p> Your legacy begins now, Jassy. A stock split makes more sense than you probably think.</p><p><blockquote>你的遗产从现在开始,贾西。股票分割比你想象的更有意义。</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>Stock Split Watch: Is Amazon Next?<blockquote>股票分割观察:亚马逊是下一个吗?</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\">\nStock Split Watch: Is Amazon Next?<blockquote>股票分割观察:亚马逊是下一个吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-27 10:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>Amazon reports earnings on Thursday, making that an ideal time to announce a stock split.</li> <li>There are only three other U.S.-exchange-listed stocks trading at higher price points than Amazon.</li> <li>This will be new CEO Andy Jassy's first earnings call as the e-commerce giant's helmsman. A stock split would be a great way to set himself apart from Jeffrey Bezos.</li> </ul> The chatter calling for <b>Amazon.com</b> (NASDAQ:AMZN)to execute a stock split is diminishing, but that's surprising. The stock continues to rise, making thearguments for a lower share pricevia a split all the more tantalizing.</p><p><blockquote><ul><li>亚马逊周四公布财报,这是宣布股票分割的理想时机。</li><li>只有另外三只在美国交易所上市的股票的交易价格高于亚马逊。</li><li>这将是新任首席执行官 Andy Jassy 作为这家电子商务巨头掌舵人的首次盈利看涨期权。股票分割将是让自己与杰弗里·贝佐斯区分开来的好方法。</li></ul>喋喋不休<b>亚马逊</b>(纳斯达克股票代码:AMZN)执行股票分割的可能性正在减少,但这令人惊讶。该股继续上涨,使得通过分拆降低股价的理由更加诱人。</blockquote></p><p> There are also a couple of good reasons why Amazon should announce a stock split as soon as later this week. You might think these bookkeeping moves are silly zero-sum games, and that's fair. However, a lot of other market watchers see an Amazon split as the key to attracting even more retail investors while also making life easier for options traders. Let's see why Amazon could be the next major stock to declare a stock split.</p><p><blockquote>亚马逊最早在本周晚些时候宣布股票分割也有几个很好的理由。你可能会认为这些记账动作是愚蠢的零和游戏,这是公平的。然而,许多其他市场观察人士认为,亚马逊分拆是吸引更多散户投资者的关键,同时也让期权交易者的生活更轻松。让我们看看为什么亚马逊可能成为下一只宣布股票分割的主要股票。</blockquote></p><p> <b>Amazon is rocking</b></p><p><blockquote><b>亚马逊正在摇摆</b></blockquote></p><p> It's good to be Amazon. The e-tail king was doing just fine before the pandemic shifted e-commerce into an even higher gear. The38% increase in net salesthat Amazon posted last year was its heartiest top-line gain in nine years.</p><p><blockquote>做亚马逊真好。在疫情将电子商务推向更高阶段之前,电子零售之王做得很好。亚马逊去年公布的净销售额增长38%,是其九年来最令人鼓舞的营收增长。</blockquote></p><p> Things aren't slowing down in 2021. Revenuesoared 44%during the first three months of this year.</p><p><blockquote>2021年事情不会放缓。今年前三个月收入飙升 44%。</blockquote></p><p> Investors are paying attention. Amazon held up better than most growth stocks during the correction earlier this year. It enters this trading week within 3% of the all-time high it hit two weeks ago.</p><p><blockquote>投资者正在关注。在今年早些时候的调整中,亚马逊的表现优于大多数成长型股票。进入本周交易时,该股距离两周前创下的历史高点不到 3%。</blockquote></p><p> There are only three U.S.-exchange-listed stocks trading at higher price points than the roughly $3,700 that Amazon is fetching as of Monday morning. Amazon's market cap is more than double those of the three higher-priced stocks combined. It's time for a stock split.</p><p><blockquote>截至周一上午,只有三只在美国交易所上市的股票的交易价格高于亚马逊的约 3,700 美元。亚马逊的市值是三只高价股票总和的两倍多。是时候进行股票分割了。</blockquote></p><p> <b>The clock is rolling</b></p><p><blockquote><b>时钟在流动</b></blockquote></p><p> Amazon reports its second-quarter results after market close on Thursday. Stock splits are often announced during an earnings release, whether the report itself is positive or negative.</p><p><blockquote>亚马逊周四收盘后公布第二季度业绩。股票分割通常在财报发布期间宣布,无论报告本身是正面的还是负面的。</blockquote></p><p> Adding to the likelihood of a stock split is that CEO Jeff Bezos officially stepped down as CEO earlier this month. If new CEO Andy Jassy wants to break the mold, there is no easier move than declaring the stock split that Bezos never cared to execute.</p><p><blockquote>首席执行官杰夫·贝索斯本月早些时候正式辞去首席执行官职务,这增加了股票分割的可能性。如果新任首席执行官安迪·贾西 (Andy Jassy) 想要打破这种模式,那么没有比宣布贝佐斯从未关心过执行的股票分割更容易的了。</blockquote></p><p> A stock split is a zero-sum game. A single share of Amazon at $3,700 would be the same thing as 50 shares at $74. However, it's not easy to trade options on a $3,700 stock. We're not just talking about throwing speculators a bone, as there are plenty of conservative risk-management tools available for long-term Amazon investors through the options market.</p><p><blockquote>股票分割是一个零和游戏。亚马逊的单股价格为 3,700 美元,相当于 50 股价格为 74 美元。然而,交易 3,700 美元股票的期权并不容易。我们不仅仅是在谈论向投机者扔骨头,因为通过期权市场,亚马逊的长期投资者可以使用大量保守的风险管理工具。</blockquote></p><p> Stock splits may not seem to matter as much as they did just a few years ago. Investors can buy fractional shares through a growing number of brokers. Zero-commission trading makes it easier than ever to buy a couple of shares at a time. However, there is still a natural attraction to low stock prices.</p><p><blockquote>股票分割似乎不像几年前那么重要了。投资者可以通过越来越多的经纪商购买零股。零佣金交易使一次购买几只股票比以往任何时候都更容易。然而,低股价仍然有天然的吸引力。</blockquote></p><p> A lower stock price would also make Amazon a no-brainer addition to the Dow Jones Industrial Average the next time the archaic but still relevant index shakes up its 30 members. In short, you don't have to be a fan ofstock splitsto see how an increase in retail and possibly institutional ownership can make Amazon even more valuable.</p><p><blockquote>下次道琼斯工业平均指数(Dow Jones Industrial Average)重组其 30 个成员时,较低的股价也将使亚马逊成为该指数的明智之举。简而言之,你不必是库存分割的粉丝,就能明白零售和可能的机构所有权的增加如何让亚马逊变得更有价值。</blockquote></p><p> Your legacy begins now, Jassy. A stock split makes more sense than you probably think.</p><p><blockquote>你的遗产从现在开始,贾西。股票分割比你想象的更有意义。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/07/26/stock-split-watch-is-amazon-next/\">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":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/07/26/stock-split-watch-is-amazon-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162276557","content_text":"Key Points\n\nAmazon reports earnings on Thursday, making that an ideal time to announce a stock split.\nThere are only three other U.S.-exchange-listed stocks trading at higher price points than Amazon.\nThis will be new CEO Andy Jassy's first earnings call as the e-commerce giant's helmsman. A stock split would be a great way to set himself apart from Jeffrey Bezos.\n\nThe chatter calling for Amazon.com (NASDAQ:AMZN)to execute a stock split is diminishing, but that's surprising. The stock continues to rise, making thearguments for a lower share pricevia a split all the more tantalizing.\nThere are also a couple of good reasons why Amazon should announce a stock split as soon as later this week. You might think these bookkeeping moves are silly zero-sum games, and that's fair. However, a lot of other market watchers see an Amazon split as the key to attracting even more retail investors while also making life easier for options traders. Let's see why Amazon could be the next major stock to declare a stock split.\nAmazon is rocking\nIt's good to be Amazon. The e-tail king was doing just fine before the pandemic shifted e-commerce into an even higher gear. The38% increase in net salesthat Amazon posted last year was its heartiest top-line gain in nine years.\nThings aren't slowing down in 2021. Revenuesoared 44%during the first three months of this year.\nInvestors are paying attention. Amazon held up better than most growth stocks during the correction earlier this year. It enters this trading week within 3% of the all-time high it hit two weeks ago.\nThere are only three U.S.-exchange-listed stocks trading at higher price points than the roughly $3,700 that Amazon is fetching as of Monday morning. Amazon's market cap is more than double those of the three higher-priced stocks combined. It's time for a stock split.\nThe clock is rolling\nAmazon reports its second-quarter results after market close on Thursday. Stock splits are often announced during an earnings release, whether the report itself is positive or negative.\nAdding to the likelihood of a stock split is that CEO Jeff Bezos officially stepped down as CEO earlier this month. If new CEO Andy Jassy wants to break the mold, there is no easier move than declaring the stock split that Bezos never cared to execute.\nA stock split is a zero-sum game. A single share of Amazon at $3,700 would be the same thing as 50 shares at $74. However, it's not easy to trade options on a $3,700 stock. We're not just talking about throwing speculators a bone, as there are plenty of conservative risk-management tools available for long-term Amazon investors through the options market.\nStock splits may not seem to matter as much as they did just a few years ago. Investors can buy fractional shares through a growing number of brokers. Zero-commission trading makes it easier than ever to buy a couple of shares at a time. However, there is still a natural attraction to low stock prices.\nA lower stock price would also make Amazon a no-brainer addition to the Dow Jones Industrial Average the next time the archaic but still relevant index shakes up its 30 members. In short, you don't have to be a fan ofstock splitsto see how an increase in retail and possibly institutional ownership can make Amazon even more valuable.\nYour legacy begins now, Jassy. A stock split makes more sense than you probably think.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177450771,"gmtCreate":1627258688693,"gmtModify":1631891675187,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Ouch","listText":"Ouch","text":"Ouch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177450771","repostId":"1167624311","repostType":4,"isVote":1,"tweetType":1,"viewCount":3151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177313420,"gmtCreate":1627180275460,"gmtModify":1631891675192,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177313420","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://www.laohunote.com/m/news/2153938547?lang=zh_CN&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报时会对下一代iPhone说些什么?也许比平时更多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果盈利预览:最近缺乏季度预测可能会导致高管们在周二下午讨论业绩时透露有关下一次 iPhone 发布的更多暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能会使苹果在六月季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这一流行病可能会给通常伴随苹果公司 6 月份季度电话会议的猜测游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常是第三财季收益中最重要的花絮,苹果<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>定于周二下午发布报告,是该公司对 9 月份季度收入的展望和评论,这可以为该公司在下一次智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在财年的最后几天推出新产品线,而疲软的指引可能表明发布将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这次的问题是,苹果在疫情期间推迟了一年多才发布正式的展望,目前尚不清楚该公司何时或是否会恢复这种做法。相反,苹果一直在提供“方向性见解”,以提供一些迹象,表明其业绩如何与前几个季度相比,但众所周知,该公司对 iPhone 发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.</p><p><blockquote>Monness, Crespi, Hardt & Co. 分析师 Brian White 写道:“我们预计 iPhone 13 的上市时间最终将成为[第四财季]的决定因素,因此我们预计该公司将提供更详细的方向性评论。”</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好,即将到来的发布引起了人们的极大兴趣。巴克莱银行分析师蒂姆·朗 (Tim Long) 写道:“iPhone 12 周期一直很强劲,但我们认为接下来的两个周期可能会充满挑战,2022 财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的 6 月份季度传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>由于消费者正在等待下一代 iPhone 的发布,但该公司仍有望在其智能手机业务方面实现大幅增长。该公司不仅受益于与疫情早期的轻松比较,而且还应该收获异常促销的无线行业的回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益:</b>FactSet 追踪的分析师预计苹果每股收益为 1.01 美元,高于去年同期的 65 美分。Estimize 从对冲基金、学者和其他人那里众包预测,平均预期每股收益为 1.16 美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入:</b>FactSet 共识评级总收入为 732.6 亿美元,高于去年同期的 596.9 亿美元。在 Estimize 上,平均估计为 773.8 亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面,FactSet调查的分析师预计iPhone收入为341.9亿美元,iPad收入为71.7亿美元,Mac收入为78.6亿美元,服务收入为162.6亿美元,可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动:</b>苹果股价在过去五份财报中有四份出现下跌,但随着道琼斯工业平均指数上涨 32%,该股在过去 12 个月中上涨了 60%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>在 FactSet 追踪的 44 位关注苹果股票的分析师中,33 位给予买入评级,9 位给予持有评级,2 位给予卖出评级,平均目标价为 157.88 美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么要注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的 iPhone 业务有望创下至少三年来第二高的增长率,仅次于上一季度的增长率。FactSet 追踪的分析师预计 iPhone 收入将达到 342 亿美元,同比增长 29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大型 iPhone 促销活动,试图与竞争对手 AT&T Inc. 的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon 首席财务官 Matthew Ellis 在公司财报看涨期权上表示:“整个季度的势头都在增强,我们选择促销活动的时机是为了充分利用经济复苏和客户活动的增加。”Verizon 约 20% 的消费者现在使用支持 5G 的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出,升级的数量甚至可能不是最重要的因素,因为他对去年iPhone运营商交易的分析发现,它们有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>他根据对去年补贴的分析写道:“如果基本型号是免费的,消费者似乎愿意每月支付几美元来升级到高端型号。”</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师大卫·沃格特 (David Vogt) 也对进入第三财季报告的业务感到乐观,他指出电信行业出现了积极的迹象,例如“积极的促销”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出,需求对苹果来说可能不是大问题,因为由于供应限制困扰更广泛的电子行业及其他领域,该公司的整体上涨空间被“限制”。苹果在其盈利看涨期权上解决了这些问题,预计 6 月份季度将产生 30 亿至 40 亿美元的负收入影响,预计主要影响 Mac 和 iPad 业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是,在回归家庭以外更正常的活动的情况下,这两个部分是如何更普遍地维持的。苹果的 Mac 和 iPad 是那些需要新硬件来支持远程工作和上学的人的热门选择,但分析师将关注个人电脑繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA 分析师安吉洛·齐诺 (Angelo Zino) 写道:“虽然苹果将不得不在 [6 月季度] 以及此后的几个季度应对非常困难的流行病比较,但我们看到这两个类别在短期内都会带来一些有利因素。”“随着全球经济全面重新开放,我们看到企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的彩色iMac系列和强大的iPad Pro的第一个需求指标,这两款产品都在春季推出,并采用了该公司定制的M1芯片。</blockquote></p><p></p>","source":"lsy1603348471595","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>What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报时会对下一代iPhone说些什么?也许比平时更多</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报时会对下一代iPhone说些什么?也许比平时更多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果盈利预览:最近缺乏季度预测可能会导致高管们在周二下午讨论业绩时透露有关下一次 iPhone 发布的更多暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能会使苹果在六月季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这一流行病可能会给通常伴随苹果公司 6 月份季度电话会议的猜测游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常是第三财季收益中最重要的花絮,苹果<a href=\"https://laohu8.com/S/AAPL\">$(苹果)$</a>定于周二下午发布报告,是该公司对 9 月份季度收入的展望和评论,这可以为该公司在下一次智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在财年的最后几天推出新产品线,而疲软的指引可能表明发布将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这次的问题是,苹果在疫情期间推迟了一年多才发布正式的展望,目前尚不清楚该公司何时或是否会恢复这种做法。相反,苹果一直在提供“方向性见解”,以提供一些迹象,表明其业绩如何与前几个季度相比,但众所周知,该公司对 iPhone 发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.</p><p><blockquote>Monness, Crespi, Hardt & Co. 分析师 Brian White 写道:“我们预计 iPhone 13 的上市时间最终将成为[第四财季]的决定因素,因此我们预计该公司将提供更详细的方向性评论。”</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好,即将到来的发布引起了人们的极大兴趣。巴克莱银行分析师蒂姆·朗 (Tim Long) 写道:“iPhone 12 周期一直很强劲,但我们认为接下来的两个周期可能会充满挑战,2022 财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的 6 月份季度传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>由于消费者正在等待下一代 iPhone 的发布,但该公司仍有望在其智能手机业务方面实现大幅增长。该公司不仅受益于与疫情早期的轻松比较,而且还应该收获异常促销的无线行业的回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益:</b>FactSet 追踪的分析师预计苹果每股收益为 1.01 美元,高于去年同期的 65 美分。Estimize 从对冲基金、学者和其他人那里众包预测,平均预期每股收益为 1.16 美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入:</b>FactSet 共识评级总收入为 732.6 亿美元,高于去年同期的 596.9 亿美元。在 Estimize 上,平均估计为 773.8 亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面,FactSet调查的分析师预计iPhone收入为341.9亿美元,iPad收入为71.7亿美元,Mac收入为78.6亿美元,服务收入为162.6亿美元,可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动:</b>苹果股价在过去五份财报中有四份出现下跌,但随着道琼斯工业平均指数上涨 32%,该股在过去 12 个月中上涨了 60%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>在 FactSet 追踪的 44 位关注苹果股票的分析师中,33 位给予买入评级,9 位给予持有评级,2 位给予卖出评级,平均目标价为 157.88 美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么要注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的 iPhone 业务有望创下至少三年来第二高的增长率,仅次于上一季度的增长率。FactSet 追踪的分析师预计 iPhone 收入将达到 342 亿美元,同比增长 29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大型 iPhone 促销活动,试图与竞争对手 AT&T Inc. 的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon 首席财务官 Matthew Ellis 在公司财报看涨期权上表示:“整个季度的势头都在增强,我们选择促销活动的时机是为了充分利用经济复苏和客户活动的增加。”Verizon 约 20% 的消费者现在使用支持 5G 的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出,升级的数量甚至可能不是最重要的因素,因为他对去年iPhone运营商交易的分析发现,它们有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>他根据对去年补贴的分析写道:“如果基本型号是免费的,消费者似乎愿意每月支付几美元来升级到高端型号。”</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师大卫·沃格特 (David Vogt) 也对进入第三财季报告的业务感到乐观,他指出电信行业出现了积极的迹象,例如“积极的促销”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出,需求对苹果来说可能不是大问题,因为由于供应限制困扰更广泛的电子行业及其他领域,该公司的整体上涨空间被“限制”。苹果在其盈利看涨期权上解决了这些问题,预计 6 月份季度将产生 30 亿至 40 亿美元的负收入影响,预计主要影响 Mac 和 iPad 业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是,在回归家庭以外更正常的活动的情况下,这两个部分是如何更普遍地维持的。苹果的 Mac 和 iPad 是那些需要新硬件来支持远程工作和上学的人的热门选择,但分析师将关注个人电脑繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA 分析师安吉洛·齐诺 (Angelo Zino) 写道:“虽然苹果将不得不在 [6 月季度] 以及此后的几个季度应对非常困难的流行病比较,但我们看到这两个类别在短期内都会带来一些有利因素。”“随着全球经济全面重新开放,我们看到企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的彩色iMac系列和强大的iPad Pro的第一个需求指标,这两款产品都在春季推出,并采用了该公司定制的M1芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">MarketWatch</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.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172021882,"gmtCreate":1626921894046,"gmtModify":1631891675195,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172021882","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171292584,"gmtCreate":1626745243848,"gmtModify":1631891675198,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171292584","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179544222,"gmtCreate":1626568099066,"gmtModify":1631891675201,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179544222","repostId":"1198202103","repostType":4,"isVote":1,"tweetType":1,"viewCount":3351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170916574,"gmtCreate":1626399333298,"gmtModify":1631891675207,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Oohhh","listText":"Oohhh","text":"Oohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170916574","repostId":"1156481169","repostType":4,"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147043364,"gmtCreate":1626322900858,"gmtModify":1631891675207,"author":{"id":"3586405138306399","authorId":"3586405138306399","name":"LinSay","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586405138306399","idStr":"3586405138306399"},"themes":[],"title":"","htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147043364","repostId":"2151751740","repostType":4,"isVote":1,"tweetType":1,"viewCount":3924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}