苹果亚马逊同日公布业绩，财报难消投资者疑虑？

美港电讯2021-10-28

财报季备受瞩目的一周仍在继续，盘后，苹果、亚马逊两大科技巨头都将发布财报。尽管投资者预计大多数大型科技公司将显示强劲的利润，但许多人也将关注这些公司能否维持这种增长的迹象。外界也将关注有关供应瓶颈的任何预测，比如影响全球许多行业的芯片短缺，以及他们对近期消费价格飙升的可持续性的看法。已经有一些迹象表明，科技公司可能需要跨越一个很高的门槛，才能实现绩后上涨。英特尔(INTC.O)和推特(TWTR...

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doubts?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/64e577feae5978e96d4dffff94522680","symbols_score_info":{"AAPL":0.9,"AMZN":0.9},"content_text":"财报季备受瞩目的一周仍在继续，盘后，苹果、亚马逊两大科技巨头都将发布财报。\n尽管投资者预计大多数大型科技公司将显示强劲的利润，但许多人也将关注这些公司能否维持这种增长的迹象。外界也将关注有关供应瓶颈的任何预测，比如影响全球许多行业的芯片短缺，以及他们对近期消费价格飙升的可持续性的看法。\n已经有一些迹象表明，科技公司可能需要跨越一个很高的门槛，才能实现绩后上涨。英特尔(INTC.O)和推特(TWTR.N)在本周公布令人失望的业绩后，股价大幅下跌。\n苹果\n\n公布时间：10月28日盘后\n2021财年Q4预期：营收846.7亿美元，EPS1.23美元\n10月28日公布财报的苹果自然是本周财报密集发布之际的一大焦点，华尔街普遍预期，苹果营收为846.7亿美元，每股收益为1.23美元。相比之下，去年第四季度的收益为每股73美分，营收为647亿美元。作为对比，苹果6月当季业绩超出华尔街收入预期近100亿美元，收益超出预期约30%。\n投资者普遍关注的问题，会是芯片短缺给苹果公司带来的影响究竟有多大。\n(1)零部件短缺影响仍将持续\n苹果首席财务官Luca Maestri三个月前就曾警告称，零部件短缺的问题正在加剧，这可能会对本季度iPhone和iPad的销售产生影响。最近也不断有关于iPhone 13缺货的报道，据报道，这与新款手机高端版本使用的摄像头模块供应紧张有关。\n而此番言论果然应验，据业内报道，苹果公司将iPhone 13的生产目标从之前的9000万部削减了约1000万部。虽然长期的收入影响被认为相对较小，对产量的削减肯定会在短期内影响收入。摩根士丹利分析师Chaterjee就预测，iPhone每减产500万台，将使得苹果每股收益减少10美分，换句话说，本次减产意味着苹果公司的每股收益可能下降0.20美元，由目前的$1.84减少到$1.64。考虑到苹果一年前的每股收益为1.68美元，这会让该公司处于增长极低甚至没有增长的危险之中。\n华尔街预测，本季苹果的营收可能仅增长6.5%，而由于芯片短缺，接下来的几个季度仍将难逃困境。这凸显了苹果服务业务的重要性，该业务目前占苹果总收入的近30%。投资者自然希望在周四这些领域能有更多的，具备说服力的表态。\n苹果最近发布了一系列新产品，包括升级版的iphone、Mac、iPad和AirPods，这应该有助于提振本季的业绩。但由于苹果似乎不太可能改变其在新冠疫情时期不提供季度业绩指引的做法，对假日季的担忧仍将存在。\n(2)华尔街苹果坚定多头：财报难消投资者疑虑\n摩根士丹利分析师Katy Huberty一直是华尔街最具影响力的苹果多头之一，她告诉投资者，本周的财报不太可能让围绕目前苹果的质疑彻底消散，也不太可能成为该股的催化剂。\n需要明确的是，Huberty预计本次财报业绩将再次超出普遍预期。她预计营收将达到882亿美元，比预期高出30多亿美元。她还预计iPhone、iPad和Mac都将继续保持强劲势头。\n市场普遍认为，iPhone 9月当季营收为412亿美元；iPad收入88亿美元；Mac电脑91亿美元；可穿戴设备、家居和配件94亿美元，服务77亿美元。\nHuberty在一份研究报告中写道：“投资者将更关注本季对未来前景的预测，因为9月份的业绩只包括iPhone 13出货量的一小部分。”“尽管最近有关供应链的报道都是负面的，但我们对12月财季前景持乐观态度，不过，我们预计苹果不会提供正式的营收指引区间。”\nHuberty还指出，苹果App Store业务模式的潜在变化以及iPhone增长的可持续性仍然存在“许多重要问题”。\n她写道：“鉴于苹果股价仅比其52周高点低5%，我们认为投资者更有可能等待这些问题得到解决或澄清，然后才可能重新进场。”\n“因此，尽管我们仍然看好苹果明年的财季前景，并预计对财报业绩的预期将提高，但我们并不认为财报本身会是股价上扬的重要催化剂。”\n亚马逊\n\n公布时间：10月28日盘后\n2021Q3业绩预期：营收1115亿美元。\n亚马逊将于10月28日公布第三季度业绩。外界普遍预计，这家电子商务巨头第三季度的净销售额将在1060亿美元至1120亿美元之间，或为1115亿美元。同比增长10%至16%。\n第三季度营业收入预计在25亿美元至60亿美元之间，去年同期为62亿美元。\n在公司第二季度财报电话会议上，亚马逊首席财务官Brian Olsavsky进一步强调了亚马逊的营收增长率，他表示：“自5月15日以来，不将Prime Day纳入计算的情况下，我们的年增长率已降至15%左右。我们第三季度的营收预期增长在10%到16%之间，这反映了我们的增长态势依旧不太乐观。”\n此外，Olsavsky还表示，亚马逊预计“同比增速的放缓趋势，将在未来几个季度持续下去。”\nMonness Crespi Hardt分析师Brian White预计，AMZN将达到分析师预测的1110亿美元收入(意味着同比增长15%)，每股收益9.05美元。\n该分析师补充称，考虑到Prime Day是在第二季度(6月)举行的，而不是传统的7月时间，该公司很可能会在第三季度经历首次连续两个季度营收都出现环比下降的情况。\nWhite对亚马逊持看涨态度，股票评级为“买入”，目标价为4500美元(上涨34.9%)。\n至于亚马逊的云服务业务——亚马逊网络服务(Amazon Web services， AWS)，怀特预计，第三季度AWS的收入将达到154亿美元，同比增长33%。(参见TipRanks上分析师的热门股票)\nWhite看涨，将亚马逊股票评级为“买入”，目标价为4500美元(意味着当前股价理论上还有34.9%的上行空间)。\n至于亚马逊的云服务业务——亚马逊网络服务，White预计，第三季度亚马逊网络服务的收入将达到154亿美元，同比增长33%。\n第二季度，亚马逊网络服务营收148亿美元，同比增长37%，占公司总营收1130.8亿美元的13%。此外，该公司管理层在第二季度收益电话会议上表示，目前亚马逊网络服务“年运营额预计为590亿美元，高于去年同期的430亿美元。”这也反映了该业务的上升趋势。\nWhite还对亚马逊在电子商务、Alexa、数字媒体和广告等不同领域的增长均持乐观态度。然而，这位分析师警告称，随着“亚马逊继续大举投资业务，以实现快速增长，该公司的盈利能力将难以避免地远低于其长期潜力。”\n华尔街分析师普遍看好亚马逊，对其给予“买入”评级的共有31家分析机构及投行，共识评级为“强烈买入”。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":854254035,"gmtCreate":1635464815558,"gmtModify":1635465127475,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579135726453814","authorIdStr":"3579135726453814"},"htmlText":"顾虑","listText":"顾虑","text":"顾虑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854254035","repostId":1149588880,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":854235693,"gmtCreate":1635461996254,"gmtModify":1635461996507,"author":{"id":"3564108727353086","authorId":"3564108727353086","name":"Tummy","avatar":"https://static.tigerbbs.com/2633c0a0e18cf8c352931eb48340a8fe","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3564108727353086","authorIdStr":"3564108727353086"},"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854235693","repostId":1149588880,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":854238132,"gmtCreate":1635461821777,"gmtModify":1635461822005,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Tome","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854238132","repostId":1149588880,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":854659309,"gmtCreate":1635456077481,"gmtModify":1635456130667,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854659309","repostId":1149588880,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":854631463,"gmtCreate":1635440117500,"gmtModify":1635440117627,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"htmlText":"没问题的","listText":"没问题的","text":"没问题的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854631463","repostId":1149588880,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6363939,"gmtCreate":1635464826291,"gmtModify":1635464826326,"authorId":3579135726453814,"author":{"id":3579135726453814,"idStr":"3579135726453814","authorId":3579135726453814,"name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":854631463,"type":1,"supId":0,"prevId":0,"content":"[得意]","text":"[得意]","html":"[得意]"},{"id":6362846,"gmtCreate":1635460732528,"gmtModify":1635460732562,"authorId":4090235052856760,"author":{"id":4090235052856760,"idStr":"4090235052856760","authorId":4090235052856760,"name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":854631463,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":38,"commentSize":5,"repostSize":0,"favor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