Re: [新闻] 投资人最关心苹果2,500亿美元现金怎么用

楼主: VirgilAeneid (维吉尔)   2017-05-03 05:14:21
营收超过预期,但是iPhone销售不佳,
苹果盘后下跌
143.85 -3.66 (-2.48%)
After hours: 5:20PM EDT
第三季财报目标比预期低,
iPhone卖不够好,
iPad销售下滑13%,
Mac销售上升4%,
但是Apple Pay,App Store... 之类大概赚更多,
苹果本身整体体质应该还大致OK,
问题是
iPhone卖不好的话,
台湾瓶盖会有压力的.
http://goo.gl/LmepNR
Apple iPhone sales disappoint
Apple (AAPL) earnings are out and it’s a beat on earnings but a miss on
sales.
In its fiscal second quarter, Apple reported earnings per share of $2.10 on
revenue of $52.9 billion. iPhone sales totaled 50.8 million during the
quarter.
Wall Street analysts were looking for earnings of $2.02 per share on revenue
of $53.1 billion, according to Bloomberg. iPhone sales were expected to hit
51.4 million.
Average selling price for iPhone hit $655 during the quarter, less than the
$666 expected by Wall Street.
Following earnings shares of the company were down about 1.5%.
Apple said it expected third quarter revenue to come in between $43.5-$45.5
billion, less than expectations for third quarter guidance to be near $45.7
billion.
The company also raised its dividend 10.5% to $0.63 per share, and boosted
its share buyback authorization to $210 billion. The company said it plans to
return $300 billion to shareholders by the end of March 2019. S&P’s Howard
Silverblatt noted that at $13.2 billion annually, Apple is now the world’s
largest dividend payer.
In addition to its 50.8 million iPhones sold, which was down 1% from the same
quarter last year, iPad sales fell 13% to 8.9 million units, while Mac sales
rose 4% to 4.2 million units.
Apple, which has in recent quarter touted its services business, reported
revenue from this unit of $7.04 billion during the quarter, up 18% against
last year. The company’s “Other Products” segment, which includes Beats,
Apple TV, and Apple Watch, among other things, reported revenue of $2.87
billion, up 31% against last year.
“We are proud to report a strong March quarter, with revenue growth
accelerating from the December quarter and continued robust demand for iPhone
7 Plus,” said Tim Cook, Apple’s CEO, who added that, “we’re thrilled with
the strong momentum of our Services business, with our highest revenue ever
for a 13-week quarter.”
The second quarter is typically one of Apple’s softest quarters, coming
after its big holiday quarter and lacking any major product announcements.
Yahoo Finance’s Dan Howley said ahead of the report that because most
observers are focused on the next iPhone model, expected to come out this
fall, Tuesday’s earnings would be “almost a non-issue.”
Howley added that, “The iPhone 8, or iPhone 10 or iPhone X, whatever Apple
decides to call it, is expected to launch what analysts call a supercycle, a
massive increase in sales due to consumers trading in their older handsets
for a new device that many predict will be a major improvement over the
iPhone 7 and 7 Plus.”
The fairly limited market reaction following these results backs up this
analysis.
At $788 billion, Apple is the world’s largest public company by market cap.

※ 引述《ss910126 (Yukino my wife)》之铭言:
: 1.原文连结(超过一行或过长必须缩网址):
: https://udn.com/news/story/6811/2436280
: 2.原文内容:
: 即将于2日美股盘后发布上季财报的苹果公司,届时也将公布所积累的庞大现金,预料将
: 超越2,500亿美元,这数字不仅高于零售业者沃尔玛和日用品大厂宝碱公司(P&G)加总起
: 来的市值,甚至比英国和加拿大两国相加的外汇存底还要多。
: 华尔街日报报导,苹果坐拥的庞大现金逾九成都来自海外,如此也已成了美国总统川普关
: 注的焦点,因当局已针对汇回海外获利的企业提出削减企业税和一次性减税的利多政策,
: 而这也使苹果可能要透过斥资并购,或发放更多股利的压力渐增。
: 苹果光是过去逾四年半所积累的现金就已倍增,去年最后三个月还曾创下一小时内进帐约
: 360万美元的纪录。
: 截至去年12月止,苹果累积的总现金、约当现金和证券共为2,460.9亿美元。苹果以往也
: 和其他美国大型公司一样,将多数现金置于海外,而非存于国内、作为须缴税的海外获利
: 。
: 苹果执行长库克今年曾表示,若美国政府实行税改,他乐意将现金汇回国内。但目前苹果
: 并未公布相关计画。其中可能方式为发放一项特别股利,嘉惠美国知名投资人“股神”巴
: 菲特执掌的波克夏公司等大股东。
: 此外,苹果的庞大金库也引燃投资人对苹果收购自驾车或娱乐公司等新发展方向的期望。
: 华尔街日报报导指出,既拥有2,500亿美元的雄厚现金,苹果可以买下电动车大厂特斯拉
: 和影音串流业者Netflix还有余。这些余下的资金还能偿还部分债务,或扩大美国制造,
: 以回应川普去年吁美企在美国建厂的要求。
: 苹果不管用上述哪种方式来撒钱,感觉其坐拥的现金还是远超过其需求。美国乔治城大学
: 财金教授平科维兹(Lee Pinkowitz)表示:“若这是为了未雨绸缪而存的资金,那苹果
: 根本是在为千年大水灾作准备。”
: 3.心得/评论(必需填写满20字):
: 疴,我这个人不贪心,分我0.1趴就好,或是拿来买台股,让他破10万点
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※ 文章网址: https://www.ptt.cc/bbs/Stock/M.1493759664.A.F72.html
楼主: VirgilAeneid (维吉尔)   2017-05-03 06:08:00
俗话跟经验都说: "期待越高,受伤越大"这种基本人性反应是血淋淋的.

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