骏马啸西风的个人主页 - 老虎社区

骏马啸西风

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IP属地：北京

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骏马啸西风

02-23

哈哈，笑死‌[哟哟] ‌

传阿里云员工效仿“Sora式作息”，阿里云辟谣：假的

骏马啸西风

2023-02-03

准备抄底‌[财迷] ‌

苹果四季度收入跌幅六年最大，iPhone销售2020年来首降，大中华区收入超预期

骏马啸西风

2022-10-21

‌$富途控股(FUTU)$ ‌$老虎证券(TIGR)$‌难兄难弟啊‌[笑哭] ‌

骏马啸西风

2021-09-23

看涨还是看跌？[贱笑]

搜狗号发布停运公告，“鹅狗合并”进入倒计时

骏马啸西风

2021-09-23

搜狗并入腾讯开启倒计时。。。

搜狗号发布停运公告，“鹅狗合并”进入倒计时

骏马啸西风

2020-12-07

$台积电(TSM)$ 教科书的房间看电视

骏马啸西风

2020-12-02

$Twitter(TWTR)$ 测试一下

骏马啸西风

2020-10-19

tty

骏马啸西风

2020-10-19

$Cyber-Ark Software(CYBR)$ u1

骏马啸西风

2020-10-19

啊？

骏马啸西风

2020-10-19

啊？

骏马啸西风

2020-10-19

$Cyber-Ark Software(CYBR)$ test

骏马啸西风

2020-08-22

真有意思

发个3连图

骏马啸西风

2020-08-22

oh my god~

真有意思~

骏马啸西风

2020-08-15

上传个图片

图片有上传吗

上传个图片

骏马啸西风

2020-08-15

心情不好

为啥心情这个不好？

骏马啸西风

2020-07-09

$老虎证券(TIGR)$ 哈哈，使用老虎证券PC版发来贺电~

骏马啸西风

2020-02-27

买啥啥跌~

最近为何这么惨？买啥啥跌~哎

骏马啸西风

2019-12-03

什么时候回本???????

真是够了，一直炒一直亏！！！

什么时候回本???????

骏马啸西风

2019-05-22

$搜狗(SOGO)$ 什么时候回本？

去老虎APP查看更多动态

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class=\"title\">\n传阿里云员工效仿“Sora式作息”，阿里云辟谣：假的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 18:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2024-02-22/doc-inaixiwi6300967.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，一张阿里云通义千问研究员的工作日程在网上流出。网传图片显示，该员工从早上九点起开始忙碌至晚上十点，随后又在凌晨叫醒同事讨论新想法。作息规律与近日流出的Sora一线研究员Jason wei高度相似。故此，业界传言阿里云通义千问效仿Sora一线员工作息，强化工作强度。对此，阿里云方面辟谣称，“假的，绝对不可能有这样的事。”</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-02-22/doc-inaixiwi6300967.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-02-22/doc-inaixiwi6300967.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117101120","content_text":"今日，一张阿里云通义千问研究员的工作日程在网上流出。网传图片显示，该员工从早上九点起开始忙碌至晚上十点，随后又在凌晨叫醒同事讨论新想法。作息规律与近日流出的Sora一线研究员Jason wei高度相似。故此，业界传言阿里云通义千问效仿Sora一线员工作息，强化工作强度。对此，阿里云方面辟谣称，“假的，绝对不可能有这样的事。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622601704,"gmtCreate":1675415325909,"gmtModify":1675415327971,"author":{"id":"3440457460386701","authorId":"3440457460386701","name":"骏马啸西风","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440457460386701","authorIdStr":"3440457460386701"},"themes":[],"htmlText":"准备抄底‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"准备抄底‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"准备抄底‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622601704","repostId":"2308000870","repostType":2,"repost":{"id":"2308000870","kind":"highlight","pubTimestamp":1675379599,"share":"https://www.laohu8.com/m/news/2308000870?lang=&edition=full","pubTime":"2023-02-03 07:13","market":"us","language":"zh","title":"苹果四季度收入跌幅六年最大，iPhone销售2020年来首降，大中华区收入超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2308000870","media":"华尔街见闻","summary":"苹果上个季度收入1171.5亿美元，分析师预期1211.4亿美元。","content":"<html><head></head><body><p>周五，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前跌近4%。周四美股盘后，苹果发布了2023财年一季报（即2022自然年第四季度业绩）。在年末最重要的消费电子产品购物季，苹果财报全面逊于预期。总营收同比跌超5%为2019年以来首次同比下滑，也是2016年以来的六年季度跌幅最大。EPS同比跌近11%，iPhone收入跌超8%、Mac收入跌近29%、可穿戴产品收入跌超8%，均逊于预期。</p><p><img src=\"https://static.tigerbbs.com/7ffa90610402ef76a8c455887e598118\" tg-width=\"449\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>但大中华区、iPad收入均超预期，服务收入再创新高，股价盘后跌超4%后转涨。苹果表示，随着中国经济在2022年12月份重新放开，预计需求将更加强劲，这也符合华尔街的共识预期。</p><p>周四苹果涨近4%，连涨三日至去年11月23日以来的逾两个月新高，2023年迄今累涨16%，2022年曾跌约27%，好于纳指同期约33%的跌幅。但苹果较去年3月创下的52周高点179.61美元下跌16%，其还在去年1月成为唯一一家市值突破3万亿美元的美国上市公司。</p><p>苹果去年11月曾罕见预警，疫情下的生产干扰或影响高端iPhone手机出货量，不少分析师因此下调了对该财季的预期。覆盖苹果的38位分析师中，有11人建议“强力增持”、21人建议“买入”、6人建议“持有”，没有人建议卖出。平均目标价170.88美元，还有13%的升幅空间。</p><p><b>总营收跌超5%为六年最大季度降幅和疫情来首次下滑， iPhone收入2020年下旬来首降</b></p><p>财报显示，苹果第一财季总营收1171.5亿美元，远逊于市场预期的1211亿美元，同比跌5.5%，既是2019年以来首次同比下滑，也是2016年以来的六年季度跌幅最大。</p><p>EPS为每股收益1.88美元，逊于市场预期的1.94美元，同比大跌10.9%。净利润近300亿美元，同比跌13.4%，逊于市场预期的跌超10%，上年同期净利润曾同比增20%。</p><p><img src=\"https://static.tigerbbs.com/fb767afcee1a7630e517eef1b74da57f\" tg-width=\"500\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>其中，“拳头产品”iPhone销售额657.8亿美元，逊于预期的683亿美元，同比跌8.2%，<b>是2020年三季度以来首次同比回落，主要由于去年四季度的高端旗舰手机生产被疫情中断。</b></p><p>此前IDC数据显示，iPhone在去年四季度的出货量同比下降14.9%，从2021年第四季度的8500 万部降至7230万部。iPhone 是苹果最大的收入来源，占2023财年第一财季总收入的56%。</p><p>但有分析称，iPhone收入的8%降幅仍然低于<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的同期降幅20%，与全球竞争对手相比，苹果在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机收入方面可能表现相对较好。</p><p><b>服务收入再创新高，同比增6.4%为公司四季度史上最慢，库克归咎宏观环境和供应链掣肘</b></p><p>近年来公司收入增长的引擎支柱——服务业务收入207.7亿美元，同比增6.4%至历史新高，略好于市场预期的206.7亿美元，但同比增幅仍是苹果年末节假日购物季历史上的最低值，2021自然年四季度的服务收入增幅曾高达24%<b>。服务收入占总营收的比重从近三成降至17.7%。</b></p><p>去年三季度、即苹果2022财年第四财季包括App Store在内的服务收入曾同比增5%，为该公司史上最低单季增速，CFO曾归咎于外汇汇率影响，以及数字广告和游戏业务放缓。</p><p><img src=\"https://static.tigerbbs.com/a0f4e75ca153792af9e1245bb54e82e8\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>财报公布前就有媒体指出，投资者越发担心苹果的服务业务增长放缓，因为在iPhone已成为更成熟的产品后，服务是苹果业务多元化的重要领域。一些分析师将苹果的服务业务视为消费者需求的先行指标。也就是说，服务业务比iPhone销售更早反映消费者需求的形势。</p><p>CEO库克解释称，美元强势、iPhone 14 Pro和Max高端系列的生产问题和整体宏观经济环境，是上季度财报不佳的原因。而苹果活跃设备安装量超过20亿创新高，所有主要产品类别均创历史新高。加拿大、墨西哥、西班牙、以及其他多地（的收入）创新高。</p><p><b>Mac收入季度同比骤降29%，但iPad收入同比增30%，大中华区收入同比跌7%但超预期</b></p><p>其他硬件产品中，Mac电脑销售额77.4亿美元，远逊市场预期的96.3亿美元，同比跌28.7%。上年同期（2021自然年四季度）曾同比增25%成为增幅最好的业务，受益于自研M1芯片的采用。</p><p>iPad平板电脑销售额94亿美元，好于预期的77.8亿美元，同比增29.7%，上年同期的收入曾同比降14%，因为疫情之下的供应链受限。</p><p>包括无线耳机、智能手表和智能音箱在内的可穿戴设备、家居产品和配件的收入为134.8亿美元，逊于预期的153.2亿美元，同比跌8.3%。</p><p><img src=\"https://static.tigerbbs.com/903d9e3edd6d874c4e63a2d9f95ca7ab\" tg-width=\"500\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>分地区来看，贡献了苹果近五分之一年收入的大中华区收入为239.1亿美元，显著高于分析师预期的218亿美元，但同比跌7.3%，环比增近55%。美洲、欧洲、日本和其他亚太地区营收均下滑。</p><p><b>苹果再度未给出下季度指引，分析师预计2023财年第二财季收入同比增不足1%</b></p><p>苹果整体季度毛利率为42.96%，基本符合预期。季末的现金及其等价物为205.4亿美元，同比下跌45% ，逊于市场预期的299.1亿美元。</p><p><b>苹果继续没有给出2023自然年一季度业绩指引，</b>自2020年欧美新冠疫情爆发以来便不再发布指引，理由是疫情制造了不确定性。分析师目前预计苹果在2023年第二财季实现低于1%的同比收入增长，至980亿美元。</p><p>苹果首席财务官Luca Maestri表示，尽管宏观经济环境艰难且供应严重受限，但上一财季在固定汇率基础上实现了公司总收入的增长。当季产生了340亿美元的运营现金流，并向股东返还超 250 亿美元，同时继续投资于公司的长期增长计划。2022自然年，苹果的收入增长超过280亿美元，运营现金流比2021年增加180亿美元。”</p><p>去年10月的2022财年四季报电话会上，他曾警告称，虽然在2022财年表现良好，但2023 财年情况会变得困难，理由是“全球持续存在不确定性”，预计收入同比增长将放缓，主要问题是面临近10个百分点的不利外汇拖累。与疫情期间增长相比，Mac销量也将同比“大幅下降”。</p><p><b>市场关注2023年iPhone需求能否重返增长、AR头显新品、会否加入科技巨头裁员潮</b></p><p>据市场研究公司IDC统计，智能手机市场在去年四季度的出货量下降18%，为有纪录以来最严重降幅。当季个人电脑PC市场下降28%，都对消费电子巨头苹果产生影响。但不少分析师认为，即便在销量萎缩的不咯宏观环境下，苹果的表现也优于其竞争对手。</p><p>投资者想知道，鉴于供应有所改善，去年四季度的iPhone 14 Pro高端型号短缺是否会顺延推动今年一季度的需求增长。分析师预计一季度iPhone销售额略高于980亿美元，同比略有增长。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>证券的分析师Wamsi Mohan指出，四季度供应受限，会令部分iPhone需求在本季度满足，不过，也会有部分需求因年末节假日期间的产品供应不足而彻底消失。</p><p>鉴于苹果大部分销售额来自于海外，市场密切关注去年末美元走强对其销售增长的负面影响，以及全球高通胀和加息时期消费者需求的变动，是否会影响公司高价格硬件的销量增长。</p><p>券商Cowen分析师Krish Sankar认为，供应链挑战基本正常化，但由于宏观因素，苹果正进入需求放缓时期，预计2023年iPhone手机销量将同比减少2%。Wedbush分析师Dan Ives也因为担心苹果遭遇需求“逆风”，将目标价从200美元下调至174美元。但Evercore ISI认为，奢侈品公司的反馈表明中国经济正在迅速反弹，这意味着今年一季度大中华区iPhone销量应该好于预期。</p><p>投资者还关注苹果管理层给出的放缓招聘或裁员信息。由于疫情期间招聘谨慎，苹果暂时避免裁员，Meta、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等其他科技巨头则均宣布了将各裁员逾万人。苹果CEO库克将在2023年降薪40%，令年薪降至4900万美元。</p><p>在2022自然年四季度的财报期内，苹果发布了iPhone 14 Plus和Pro旗舰手机系列、11英寸第四代iPad Pro、12.9英寸的第六代iPad Pro、第十代iPad和第三代Apple TV 4K。今年一季度还发布了搭载更高级自研M2芯片的MacBook Pro笔记本电脑和Mac Mini主机，以及新版HomePod。</p><p>市场普遍预计今年秋季苹果将推出新款iPhone和智能手表Apple Watch，并在今年春季发布期待已久的混合现实头戴设备。知名分析师还预言明年苹果推出可折叠屏的iPad。同时，苹果在印度开设工厂来多元化供应链，希望缓解产业链干扰。</p><p>看好苹果的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring近期表示，消费电子支出背景充满挑战，平板电脑、个人电脑和可穿戴设备在今年面临持续的需求逆风，但苹果模式的底层驱动因素——不断增长的安装基数和单位用户支出——仍然完好无损，苹果生态系统的实力/稳定性被低估。</p><p>上文提到的美国银行分析师Wamsi Mohan称，由于供需都存在问题，iPhone周期将有所减弱，令苹果在2023年上半年面临挑战，下半年将取决于下一个iPhone周期和AR/VR头显的贡献。由于美元走强和数字广告增长放缓，他预计苹果的服务收入将放缓。</p></body></html>","source":"wallstreetcn_api","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>苹果四季度收入跌幅六年最大，iPhone销售2020年来首降，大中华区收入超预期</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果四季度收入跌幅六年最大，iPhone销售2020年来首降，大中华区收入超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-03 07:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3681080><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，苹果盘前跌近4%。周四美股盘后，苹果发布了2023财年一季报（即2022自然年第四季度业绩）。在年末最重要的消费电子产品购物季，苹果财报全面逊于预期。总营收同比跌超5%为2019年以来首次同比下滑，也是2016年以来的六年季度跌幅最大。EPS同比跌近11%，iPhone收入跌超8%、Mac收入跌近29%、可穿戴产品收入跌超8%，均逊于预期。但大中华区、iPad收入均超预期，服务收入再创新高，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3681080\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/87ad13f51b015d3957b73ac685d44c22","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3681080","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308000870","content_text":"周五，苹果盘前跌近4%。周四美股盘后，苹果发布了2023财年一季报（即2022自然年第四季度业绩）。在年末最重要的消费电子产品购物季，苹果财报全面逊于预期。总营收同比跌超5%为2019年以来首次同比下滑，也是2016年以来的六年季度跌幅最大。EPS同比跌近11%，iPhone收入跌超8%、Mac收入跌近29%、可穿戴产品收入跌超8%，均逊于预期。但大中华区、iPad收入均超预期，服务收入再创新高，股价盘后跌超4%后转涨。苹果表示，随着中国经济在2022年12月份重新放开，预计需求将更加强劲，这也符合华尔街的共识预期。周四苹果涨近4%，连涨三日至去年11月23日以来的逾两个月新高，2023年迄今累涨16%，2022年曾跌约27%，好于纳指同期约33%的跌幅。但苹果较去年3月创下的52周高点179.61美元下跌16%，其还在去年1月成为唯一一家市值突破3万亿美元的美国上市公司。苹果去年11月曾罕见预警，疫情下的生产干扰或影响高端iPhone手机出货量，不少分析师因此下调了对该财季的预期。覆盖苹果的38位分析师中，有11人建议“强力增持”、21人建议“买入”、6人建议“持有”，没有人建议卖出。平均目标价170.88美元，还有13%的升幅空间。总营收跌超5%为六年最大季度降幅和疫情来首次下滑， iPhone收入2020年下旬来首降财报显示，苹果第一财季总营收1171.5亿美元，远逊于市场预期的1211亿美元，同比跌5.5%，既是2019年以来首次同比下滑，也是2016年以来的六年季度跌幅最大。EPS为每股收益1.88美元，逊于市场预期的1.94美元，同比大跌10.9%。净利润近300亿美元，同比跌13.4%，逊于市场预期的跌超10%，上年同期净利润曾同比增20%。其中，“拳头产品”iPhone销售额657.8亿美元，逊于预期的683亿美元，同比跌8.2%，是2020年三季度以来首次同比回落，主要由于去年四季度的高端旗舰手机生产被疫情中断。此前IDC数据显示，iPhone在去年四季度的出货量同比下降14.9%，从2021年第四季度的8500 万部降至7230万部。iPhone 是苹果最大的收入来源，占2023财年第一财季总收入的56%。但有分析称，iPhone收入的8%降幅仍然低于三星的同期降幅20%，与全球竞争对手相比，苹果在智能手机收入方面可能表现相对较好。服务收入再创新高，同比增6.4%为公司四季度史上最慢，库克归咎宏观环境和供应链掣肘近年来公司收入增长的引擎支柱——服务业务收入207.7亿美元，同比增6.4%至历史新高，略好于市场预期的206.7亿美元，但同比增幅仍是苹果年末节假日购物季历史上的最低值，2021自然年四季度的服务收入增幅曾高达24%。服务收入占总营收的比重从近三成降至17.7%。去年三季度、即苹果2022财年第四财季包括App Store在内的服务收入曾同比增5%，为该公司史上最低单季增速，CFO曾归咎于外汇汇率影响，以及数字广告和游戏业务放缓。财报公布前就有媒体指出，投资者越发担心苹果的服务业务增长放缓，因为在iPhone已成为更成熟的产品后，服务是苹果业务多元化的重要领域。一些分析师将苹果的服务业务视为消费者需求的先行指标。也就是说，服务业务比iPhone销售更早反映消费者需求的形势。CEO库克解释称，美元强势、iPhone 14 Pro和Max高端系列的生产问题和整体宏观经济环境，是上季度财报不佳的原因。而苹果活跃设备安装量超过20亿创新高，所有主要产品类别均创历史新高。加拿大、墨西哥、西班牙、以及其他多地（的收入）创新高。Mac收入季度同比骤降29%，但iPad收入同比增30%，大中华区收入同比跌7%但超预期其他硬件产品中，Mac电脑销售额77.4亿美元，远逊市场预期的96.3亿美元，同比跌28.7%。上年同期（2021自然年四季度）曾同比增25%成为增幅最好的业务，受益于自研M1芯片的采用。iPad平板电脑销售额94亿美元，好于预期的77.8亿美元，同比增29.7%，上年同期的收入曾同比降14%，因为疫情之下的供应链受限。包括无线耳机、智能手表和智能音箱在内的可穿戴设备、家居产品和配件的收入为134.8亿美元，逊于预期的153.2亿美元，同比跌8.3%。分地区来看，贡献了苹果近五分之一年收入的大中华区收入为239.1亿美元，显著高于分析师预期的218亿美元，但同比跌7.3%，环比增近55%。美洲、欧洲、日本和其他亚太地区营收均下滑。苹果再度未给出下季度指引，分析师预计2023财年第二财季收入同比增不足1%苹果整体季度毛利率为42.96%，基本符合预期。季末的现金及其等价物为205.4亿美元，同比下跌45% ，逊于市场预期的299.1亿美元。苹果继续没有给出2023自然年一季度业绩指引，自2020年欧美新冠疫情爆发以来便不再发布指引，理由是疫情制造了不确定性。分析师目前预计苹果在2023年第二财季实现低于1%的同比收入增长，至980亿美元。苹果首席财务官Luca Maestri表示，尽管宏观经济环境艰难且供应严重受限，但上一财季在固定汇率基础上实现了公司总收入的增长。当季产生了340亿美元的运营现金流，并向股东返还超 250 亿美元，同时继续投资于公司的长期增长计划。2022自然年，苹果的收入增长超过280亿美元，运营现金流比2021年增加180亿美元。”去年10月的2022财年四季报电话会上，他曾警告称，虽然在2022财年表现良好，但2023 财年情况会变得困难，理由是“全球持续存在不确定性”，预计收入同比增长将放缓，主要问题是面临近10个百分点的不利外汇拖累。与疫情期间增长相比，Mac销量也将同比“大幅下降”。市场关注2023年iPhone需求能否重返增长、AR头显新品、会否加入科技巨头裁员潮据市场研究公司IDC统计，智能手机市场在去年四季度的出货量下降18%，为有纪录以来最严重降幅。当季个人电脑PC市场下降28%，都对消费电子巨头苹果产生影响。但不少分析师认为，即便在销量萎缩的不咯宏观环境下，苹果的表现也优于其竞争对手。投资者想知道，鉴于供应有所改善，去年四季度的iPhone 14 Pro高端型号短缺是否会顺延推动今年一季度的需求增长。分析师预计一季度iPhone销售额略高于980亿美元，同比略有增长。美国银行证券的分析师Wamsi Mohan指出，四季度供应受限，会令部分iPhone需求在本季度满足，不过，也会有部分需求因年末节假日期间的产品供应不足而彻底消失。鉴于苹果大部分销售额来自于海外，市场密切关注去年末美元走强对其销售增长的负面影响，以及全球高通胀和加息时期消费者需求的变动，是否会影响公司高价格硬件的销量增长。券商Cowen分析师Krish Sankar认为，供应链挑战基本正常化，但由于宏观因素，苹果正进入需求放缓时期，预计2023年iPhone手机销量将同比减少2%。Wedbush分析师Dan Ives也因为担心苹果遭遇需求“逆风”，将目标价从200美元下调至174美元。但Evercore ISI认为，奢侈品公司的反馈表明中国经济正在迅速反弹，这意味着今年一季度大中华区iPhone销量应该好于预期。投资者还关注苹果管理层给出的放缓招聘或裁员信息。由于疫情期间招聘谨慎，苹果暂时避免裁员，Meta、亚马逊、谷歌、微软等其他科技巨头则均宣布了将各裁员逾万人。苹果CEO库克将在2023年降薪40%，令年薪降至4900万美元。在2022自然年四季度的财报期内，苹果发布了iPhone 14 Plus和Pro旗舰手机系列、11英寸第四代iPad Pro、12.9英寸的第六代iPad Pro、第十代iPad和第三代Apple TV 4K。今年一季度还发布了搭载更高级自研M2芯片的MacBook Pro笔记本电脑和Mac Mini主机，以及新版HomePod。市场普遍预计今年秋季苹果将推出新款iPhone和智能手表Apple Watch，并在今年春季发布期待已久的混合现实头戴设备。知名分析师还预言明年苹果推出可折叠屏的iPad。同时，苹果在印度开设工厂来多元化供应链，希望缓解产业链干扰。看好苹果的摩根士丹利分析师Erik Woodring近期表示，消费电子支出背景充满挑战，平板电脑、个人电脑和可穿戴设备在今年面临持续的需求逆风，但苹果模式的底层驱动因素——不断增长的安装基数和单位用户支出——仍然完好无损，苹果生态系统的实力/稳定性被低估。上文提到的美国银行分析师Wamsi Mohan称，由于供需都存在问题，iPhone周期将有所减弱，令苹果在2023年上半年面临挑战，下半年将取决于下一个iPhone周期和AR/VR头显的贡献。由于美元走强和数字广告增长放缓，他预计苹果的服务收入将放缓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662844657,"gmtCreate":1666358715180,"gmtModify":1666358717897,"author":{"id":"3440457460386701","authorId":"3440457460386701","name":"骏马啸西风","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440457460386701","authorIdStr":"3440457460386701"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ ‌</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>‌难兄难弟啊‌<a href=\"\">[笑哭]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ ‌</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>‌难兄难弟啊‌<a href=\"\">[笑哭]&nbsp;</a>‌","text":"‌$富途控股(FUTU)$ ‌$老虎证券(TIGR)$‌难兄难弟啊‌[笑哭] ‌","images":[{"img":"https://static.tigerbbs.com/af44ea7613a2c1378ee0ad479c39f04c","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662844657","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":863616420,"gmtCreate":1632385165860,"gmtModify":1632385165860,"author":{"id":"3440457460386701","authorId":"3440457460386701","name":"骏马啸西风","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440457460386701","authorIdStr":"3440457460386701"},"themes":[],"htmlText":"看涨还是看跌？[贱笑]","listText":"看涨还是看跌？[贱笑]","text":"看涨还是看跌？[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863616420","repostId":"1168663376","repostType":4,"repost":{"id":"1168663376","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632382701,"share":"https://www.laohu8.com/m/news/1168663376?lang=&edition=full","pubTime":"2021-09-23 15:38","market":"hk","language":"zh","title":"搜狗号发布停运公告，“鹅狗合并”进入倒计时","url":"https://stock-news.laohu8.com/highlight/detail?id=1168663376","media":"老虎资讯综合","summary":"腾讯或将在本周正式宣布收购搜狗。","content":"<p>美港电讯APP 9月23日讯，9月22日，<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>旗下搜狗内容开放平台“搜狗号”发布公告称，因公司业务调整，平台于2021年9月22日17时停止运营和服务。即日起至2021年10月22日17时前，平台提现限额将会开放，用户可随时提取在平台的全部余额。</p>\n<p>此前9月18日，搜狗浏览器论坛管理员发布了搜狗浏览器论坛下线通告，将于2021年10月18日停止服务。搜狗浏览器和搜狗号相继停运，标志着<a href=\"https://laohu8.com/S/00700\">腾讯</a>与搜狗的合并进入倒计时。</p>\n<p>据界面新闻报道，腾讯或将在本周正式宣布收购搜狗。合并之后，搜狗大部分业务及产品将被关停，不再以独立品牌方式运营，而是整合进腾讯信息流内容服务平台“看点”，双方对接工作已经进行数月。</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>搜狗号发布停运公告，“鹅狗合并”进入倒计时</title>\n<style 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href=\"https://laohu8.com/S/SOGO\">搜狗</a>旗下搜狗内容开放平台“搜狗号”发布公告称，因公司业务调整，平台于2021年9月22日17时停止运营和服务。即日起至2021年10月22日17时前，平台提现限额将会开放，用户可随时提取在平台的全部余额。</p>\n<p>此前9月18日，搜狗浏览器论坛管理员发布了搜狗浏览器论坛下线通告，将于2021年10月18日停止服务。搜狗浏览器和搜狗号相继停运，标志着<a href=\"https://laohu8.com/S/00700\">腾讯</a>与搜狗的合并进入倒计时。</p>\n<p>据界面新闻报道，腾讯或将在本周正式宣布收购搜狗。合并之后，搜狗大部分业务及产品将被关停，不再以独立品牌方式运营，而是整合进腾讯信息流内容服务平台“看点”，双方对接工作已经进行数月。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c66a396a093cbdddf3b52e98d81963f3","relate_stocks":{"00700":"腾讯控股","SOGO":"搜狗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168663376","content_text":"美港电讯APP 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15:38","market":"hk","language":"zh","title":"搜狗号发布停运公告，“鹅狗合并”进入倒计时","url":"https://stock-news.laohu8.com/highlight/detail?id=1168663376","media":"老虎资讯综合","summary":"腾讯或将在本周正式宣布收购搜狗。","content":"<p>美港电讯APP 9月23日讯，9月22日，<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>旗下搜狗内容开放平台“搜狗号”发布公告称，因公司业务调整，平台于2021年9月22日17时停止运营和服务。即日起至2021年10月22日17时前，平台提现限额将会开放，用户可随时提取在平台的全部余额。</p>\n<p>此前9月18日，搜狗浏览器论坛管理员发布了搜狗浏览器论坛下线通告，将于2021年10月18日停止服务。搜狗浏览器和搜狗号相继停运，标志着<a href=\"https://laohu8.com/S/00700\">腾讯</a>与搜狗的合并进入倒计时。</p>\n<p>据界面新闻报道，腾讯或将在本周正式宣布收购搜狗。合并之后，搜狗大部分业务及产品将被关停，不再以独立品牌方式运营，而是整合进腾讯信息流内容服务平台“看点”，双方对接工作已经进行数月。</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>搜狗号发布停运公告，“鹅狗合并”进入倒计时</title>\n<style 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href=\"https://laohu8.com/S/SOGO\">搜狗</a>旗下搜狗内容开放平台“搜狗号”发布公告称，因公司业务调整，平台于2021年9月22日17时停止运营和服务。即日起至2021年10月22日17时前，平台提现限额将会开放，用户可随时提取在平台的全部余额。</p>\n<p>此前9月18日，搜狗浏览器论坛管理员发布了搜狗浏览器论坛下线通告，将于2021年10月18日停止服务。搜狗浏览器和搜狗号相继停运，标志着<a href=\"https://laohu8.com/S/00700\">腾讯</a>与搜狗的合并进入倒计时。</p>\n<p>据界面新闻报道，腾讯或将在本周正式宣布收购搜狗。合并之后，搜狗大部分业务及产品将被关停，不再以独立品牌方式运营，而是整合进腾讯信息流内容服务平台“看点”，双方对接工作已经进行数月。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c66a396a093cbdddf3b52e98d81963f3","relate_stocks":{"00700":"腾讯控股","SOGO":"搜狗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168663376","content_text":"美港电讯APP 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href=\"https://laohu8.com/S/SOGO\">搜狗</a>旗下搜狗内容开放平台“搜狗号”发布公告称，因公司业务调整，平台于2021年9月22日17时停止运营和服务。即日起至2021年10月22日17时前，平台提现限额将会开放，用户可随时提取在平台的全部余额。</p>\n<p>此前9月18日，搜狗浏览器论坛管理员发布了搜狗浏览器论坛下线通告，将于2021年10月18日停止服务。搜狗浏览器和搜狗号相继停运，标志着<a href=\"https://laohu8.com/S/00700\">腾讯</a>与搜狗的合并进入倒计时。</p>\n<p>据界面新闻报道，腾讯或将在本周正式宣布收购搜狗。合并之后，搜狗大部分业务及产品将被关停，不再以独立品牌方式运营，而是整合进腾讯信息流内容服务平台“看点”，双方对接工作已经进行数月。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c66a396a093cbdddf3b52e98d81963f3","relate_stocks":{"00700":"腾讯控股","SOGO":"搜狗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168663376","content_text":"美港电讯APP 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