财报周快结束了,
七巨头只剩NVDA 还没公布财报,
其实NVDA 不用公布财报也知道是超级好的财报,
所以现在已经可以就这轮财报来讨论了,
先说结论,
欧印那指ETF 就对了
其实财报前就已经能够猜到六巨头的财报会不错,
除了特斯拉的财报 早就可以预测到不好,
开奖出来也的确跟事情预测的财报差不多一样,
就是六巨头营收都成长也都超出预测的数字,
甚至AMD QCOM也都是开出很好的财报,
当然个股财报好坏跟股价涨跌没有正相关性,
但是时间拉长后股价还是要跟财报营收成正相关性,
所以总体而言,
整个大科技集团还是继续营收成长继续大赚钱,
所以我还是继续欧印那指ETF,
我相信之前大科技股被杀过头了,
应该会慢慢涨回来
目前七巨头分成几个集团,
NVDA 跑在最前面,
第二领先集团是MSFT GOOG,
最后一名是特斯拉,
七巨头中除了特斯拉之外,
另外六巨头还是很明显的成长股格局,
也就是营收一直两位数百分比成长,
好吧!
你可以说苹果有点像是价值股成长缓慢了
再来说说苹果的部分,
我个人看法之前有说过了,
https://www.ptt.cc/bbs/Stock/M.1712522015.A.F37.html
在AI硬件这块苹果还是没有掉队,
Mac 的大幅营收成长可以看出来,
至于手机这块 就不要放太大期待,
手机好几年前就已经是成熟市场, 已经饱和了,
除非有划世代的手机运用 像是非常实用的AI手机应用,
不然就是现在这副鸟样 一只手机用了三四年以上,
当然安卓阵营目前搭上AI手机主题,
有一些安卓换机潮的现象,
至于苹果的手机研发情况 我就不清楚了,
不过我觉得过几年后苹果抓住新的趋势,
比方说 AI 软件应用与 edge AI 成熟之后,
苹果还是能成为成长强劲的成长股
※ 引述《andylu1207 (andylu1207)》之铭言：
: 原文标题：Apple announces largest-ever $110 billion share buyback as iPhone sale
: s drop 10%
: 原文连结：https://reurl.cc/Zeb3eV
: 发布时间：5/2/2024
: 记者署名：Kif Leswing
: 原文内容:
: KEY POINTS
: Apple's fiscal second-quarter earnings were slightly higher than Wall Street exp
: ectations, but showed overall revenue down 4%, and iPhone sales falling 10%.
: The iPhone maker announced that its board had authorized $110 billion in share r
: epurchases, the largest in company history.
: Apple CEO Tim Cook told CNBC that quarterly sales suffered from a difficult comp
: arison to the year-earlier period.
: Apple shares climbed 7% in extended trading on Thursday after the iPhone maker r
: eported fiscal second-quarter earnings that topped estimates and announced an ex
: panded stock buyback program.
: Apple announced that its board had authorized $110 billion in share repurchases,
: a 22% increase over last year's $90 billion authorization. It's the largest buy
: back in history, ahead of Apple's previous repurchases, according to data from B
: irinyi Associates.
: However, overall sales fell 4% and iPhone sales fell 10% year over year during t
: he quarter, which Apple attributed to a tough comparison versus last year.
: Here's how Apple did versus LSEG consensus estimates in the quarter ended March
: 30:
: -EPS: $1.53 vs. $1.50 estimated
: -Revenue: $90.75 billion vs. $90.01 billion estimated
: -iPhone revenue: $45.96 billion vs. $46.00 billion estimated
: -Mac revenue: $7.5 billion vs. $6.86 billion estimated
: -iPad revenue: $5.6 billion vs. $5.91billion estimated
: -Other Products revenue: $7.9 billion vs. $8.08 billion estimated
: -Services revenue: $23.9 billion vs. $23.27 billion estimated
: -Gross margin: 46.6% vs. 46.6% estimated
: Apple did not provide formal guidance, but Apple CEO Tim Cook told CNBC's Steve
: Kovach that overall sales would grow in the "low single digits" during the June
: quarter.
: Apple posted $81.8 billion in revenue during the year-ago June quarter and LSEG
: analysts were looking for a forecast of $83.23 billion.
: On an earnings call with analysts, Apple finance chief Luca Maestri said the com
: pany expected the current quarter will deliver double-digit year-over-year perce
: ntage growth in iPad sales. What's more, he said the Services division is foreca
: st to continue growing at about the current high rate it's achieved during the p
: ast two quarters.
: Apple reported net income of $23.64 billion, or $1.53 per share, down 2% from $2
: 4.16 billion, or $1.52 per share, in the year-earlier period.
: Cook told CNBC that sales in the fiscal second quarter suffered from a difficult
: comparison to the year-earlier period, when the company realized $5 billion in
: delayed iPhone 14 sales from Covid-based supply issues.
: "If you remove that $5 billion from last year's results, we would have grown thi
: s quarter on a year-over-year basis," Cook said. "And so that's how we look at i
: t internally from how the company is performing."
: revenue, which was significantly better than the $15.25 billion in sales expecte
: d by FactSet analysts, potentially quelling investor worries the iPhone maker ma
: y have been losing market share to local competitors such as Huawei.
: "I feel good about China. I think more about long term than to the next week or
: so," Cook said.
: Cook told CNBC that iPhone sales grew in China during the quarter, which "may co
: me as a surprise to some people."
: In addition to the buyback authorization, Apple said it would pay a 25-cent divi
: dend, a 1-cent increase.
: Correction: Cook said that Apple has "big plans to announce" at its iPad product
: event next week and at the Worldwide Developers Conference in June. An earlier
: version misstated the context of the plans.
: 翻译：
: 苹果的第二财季盈利略高于华尔街预期，但整体收入下降4%，iPhone销量则下降了10%。苹
: 果宣布其董事会已授权进行1,100亿美元的股票回购，这是公司历史上最大的回购计划。苹
: 果CEO提姆· 库克告诉CNBC，季度销售受到与去年同期相比的困难因素的影响。
: 苹果在周四公布第二财季盈利超出预期后，其股票在盘后交易中上涨了7%，并宣布扩大了股
: 票回购计划。苹果宣布其董事会已授权进行1,100亿美元的股票回购，较去年的900亿美元授
: 权增加了22%。根据Birinyi Associates的数据，这是有史以来最大的回购，超过了苹果以
: 往的回购。
: 然而，整体销售额在本季度同比下降了4%，iPhone销量同比下降了10%，苹果将这归因于与
: 去年同期的艰难比较。
: 以下是截至3月30日的第二季度苹果与LSEG共识预测相比的表现：
: -每股盈利：1.53美元 vs. 预估1.50美元
: -营收：907.5亿美元 vs. 预估900.1亿美元
: -iPhone收入：459.6亿美元 vs. 预估460.0亿美元
: -Mac收入：750亿美元 vs. 预估686亿美元
: -iPad收入：560亿美元 vs. 预估591亿美元
: -其他产品收入：790亿美元 vs. 预估808亿美元
: -服务收入：239亿美元 vs. 预估232.7亿美元
: -毛利率：46.6% vs. 预估46.6%
: 苹果未提供正式指引，但苹果CEO提姆· 库克告诉CNBC的史蒂夫· 科瓦奇，整体销售额在6月
: 度将以“低位数字”的增长率增长。
: 苹果在去年6月季度实现了818亿美元的收入，LSEG分析师预计苹果将达到832.3亿美元的预
: 测。
: 在与分析师的盈利电话会议上，苹果财务主管卢卡· 马埃斯特里表示，公司预计当前季度iP
: d销售将同比实现双位数增长。此外，他表示，服务部门预计将继续以过去两个季度的高增
: 长率增长。
: 苹果的净收入为236.4亿美元，每股1.53美元，较去年同期的241.6亿美元，每股1.52美元下
: 降了2%。
: 库克告诉CNBC，苹果的第二季度销售受到了与去年同期的困难比较的影响，当时公司由于基
: 于Covid的供应问题而实现了50亿美元的延迟iPhone 14销售。
: “如果从去年的结果中扣除这500亿美元，我们在同比增长方面将实现增长，”库克说。“
: 这就是我们从公司内部表现的角度来看待它的方式。”
: 收入大幅超出FactSet分析师预期的152.5亿美元的销售额，可能会平息投资者对苹果可能正
: 在失去市场份额的担忧，例如华为等本地竞争对手。
: “我对中国感到很满意。我更多地考虑长期，而不是下周或更短的时间，”库克说。
: 库克告诉CNBC，iPhone销售在本季度在中国增长，这“可能会令一些人感到意外”。
: 除了回购授权外，苹果还表示将支付25美分的股利，增加了1美分。
: 更正：库克表示，苹果将在下周的iPad产品活动和6月的全球开发者大会上“宣布重大计划
: ”。早期版本错误地说明了计划的内容。
: 心得/评论：
: Apple销售下滑 直接开启回购都能喷成这样了
: SMCI 和 AMD 财报也没多烂直接被送下去
: 这个礼拜真刺激
: