Apple Stock Could Rise From Strength In This Key Segment_老虎社区_美港股上老虎

Apple Stock Could Rise From Strength In This Key Segment

TheStreet2021-04-14

Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock. Third-...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

pennylks
·2021-04-15
🍎
回复
1
举报
SSVC
·2021-04-15
Nice Appreciate your response and comments Thanks
回复
4
举报
收起
- deeplearning:
  done, please like and reply~
  2021-04-15
  回复
  举报
- Acella:
  😀
  2021-04-15
  回复
  举报
- SSVC:
  [强][握手]
  2021-04-15
  回复
  举报
查看更多 1 条评论
KydenC
·2021-04-14
Good!
回复
1
举报
JavierLee
·2021-04-14
like and comment pls
回复
点赞
举报
Irene104
·2021-04-14
Good
回复
3
举报
收起
- Edmund870:
  ...
  2021-04-14
  回复
  举报
Nivlek
·2021-04-14
New product coming soon. [得意]
回复
2
举报
2d90086a
·2021-04-14
Upup!
回复
1
举报
JamesNgHS
·2021-04-14
Buy
回复
2
举报
Jeph
·2021-04-14
Leggo
回复
3
举报
收起
- ChemGoh:
  Cant wait
  2021-04-14
  回复
  举报
- Jeph:
  Me too
  2021-04-14
  回复
  举报
- AT2020:
  GReat
  2021-04-14
  回复
  举报
查看更多 1 条评论
Never ever f
·2021-04-14
Love apple !
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1120508319?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-04-14 16:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1120508319","market":"us","top_or_hot":-1,"title":"Apple Stock Could Rise From Strength In This Key Segment","media":"TheStreet","content":"<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">网页链接</a>\n\n</div>\n","source":null,"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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","article_id":"1120508319","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","pubTimestamp":1618387670,"sourceInfo":null,"weMediaInfo":null,"summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"苹果股票可能会从这一关键板块的强势中走高","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9},"content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","kind":null,"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":344763118,"gmtCreate":1618444233434,"gmtModify":1634292942746,"author":{"id":"3555215639459584","authorId":"3555215639459584","authorIdStr":"3555215639459584","name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3555215639459584"},"htmlText":"🍎","listText":"🍎","text":"🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344763118","repostId":1120508319,"repostType":2,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344737223,"gmtCreate":1618442908062,"gmtModify":1634292959261,"author":{"id":"3574906731000207","authorId":"3574906731000207","authorIdStr":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574906731000207"},"htmlText":"Nice Appreciate your response and comments Thanks&nbsp;","listText":"Nice Appreciate your response and comments Thanks&nbsp;","text":"Nice Appreciate your response and comments Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/344737223","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4038834,"gmtCreate":1618446131589,"gmtModify":1635738734634,"authorId":3574295750075516,"author":{"id":3574295750075516,"authorId":3574295750075516,"name":"deeplearning","avatar":"https://static.tigerbbs.com/d2aba15d86bd565c323909be00778983","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":0,"prevId":0,"content":"done, please like and reply~","text":"done, please like and reply~","html":"done, please like and reply~"},{"id":4041702,"gmtCreate":1618469015842,"gmtModify":1635738511837,"authorId":3563150446821026,"author":{"id":3563150446821026,"authorId":3563150446821026,"name":"Acella","avatar":"https://static.tigerbbs.com/2712c4bb0bfbec4d2773e012189db3bc","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":0,"prevId":0,"content":"😀","text":"😀","html":"😀"},{"id":4041981,"gmtCreate":1618472912562,"gmtModify":1635738495165,"authorId":3574906731000207,"author":{"id":3574906731000207,"authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":4038834,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":4041984,"gmtCreate":1618472933347,"gmtModify":1635738494842,"authorId":3574906731000207,"author":{"id":3574906731000207,"authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344737223,"type":1,"supId":4041702,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"}],"langContent":"EN"},{"id":344804347,"gmtCreate":1618392652489,"gmtModify":1634293268145,"author":{"id":"3568891514747061","authorId":"3568891514747061","authorIdStr":"3568891514747061","name":"KydenC","avatar":"https://static.tigerbbs.com/80d84946aef477bc8aa11431b6dd130d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568891514747061"},"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344804347","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344177423,"gmtCreate":1618392061662,"gmtModify":1634293273134,"author":{"id":"3574312668716152","authorId":"3574312668716152","authorIdStr":"3574312668716152","name":"JavierLee","avatar":"https://static.tigerbbs.com/e9e2b1208cd4e22ee8db123af7ee28e5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574312668716152"},"htmlText":"like and comment pls","listText":"like and comment pls","text":"like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344177423","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344176810,"gmtCreate":1618391678630,"gmtModify":1634293275447,"author":{"id":"3579485832735627","authorId":"3579485832735627","authorIdStr":"3579485832735627","name":"Irene104","avatar":"https://static.tigerbbs.com/51a81271b5c1b4f1ca7b728f547fc3ba","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3579485832735627"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/344176810","repostId":1120508319,"repostType":2,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4032855,"gmtCreate":1618391739834,"gmtModify":1635739098457,"authorId":3573876606079351,"author":{"id":3573876606079351,"authorId":3573876606079351,"name":"Edmund870","avatar":"https://static.tigerbbs.com/dc8e73fa1f2be455e27f1ea087e2108c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344176810,"type":1,"supId":0,"prevId":0,"content":"<p>...</p>","text":"<p>...</p>","html":"<p>...</p>"}],"langContent":"EN"},{"id":344159055,"gmtCreate":1618389719877,"gmtModify":1634293291656,"author":{"id":"3574990000560529","authorId":"3574990000560529","authorIdStr":"3574990000560529","name":"Nivlek","avatar":"https://static.tigerbbs.com/d41f4149425ab3638407f5a060aa3b14","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574990000560529"},"htmlText":"New product coming soon.&nbsp;[得意]&nbsp;","listText":"New product coming soon.&nbsp;[得意]&nbsp;","text":"New product coming soon. [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344159055","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":344123608,"gmtCreate":1618389131204,"gmtModify":1631890278509,"author":{"id":"3581472743019515","authorId":"3581472743019515","authorIdStr":"3581472743019515","name":"2d90086a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581472743019515"},"htmlText":"Upup!","listText":"Upup!","text":"Upup!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344123608","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":344120117,"gmtCreate":1618388986939,"gmtModify":1634293297021,"author":{"id":"3578081112787999","authorId":"3578081112787999","authorIdStr":"3578081112787999","name":"JamesNgHS","avatar":"https://static.tigerbbs.com/d376e6c6de6c7a29c3c4c33de7a7198d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578081112787999"},"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344120117","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344184760,"gmtCreate":1618388274250,"gmtModify":1634293306161,"author":{"id":"3574834957835877","authorId":"3574834957835877","authorIdStr":"3574834957835877","name":"Jeph","avatar":"https://static.tigerbbs.com/6d84ddcaae60f793877f3447bc18beda","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574834957835877"},"htmlText":"Leggo","listText":"Leggo","text":"Leggo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/344184760","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4032465,"gmtCreate":1618388344366,"gmtModify":1635739123120,"authorId":3577351762187878,"author":{"id":3577351762187878,"authorId":3577351762187878,"name":"ChemGoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344184760,"type":1,"supId":0,"prevId":0,"content":"Cant wait","text":"Cant wait","html":"Cant wait"},{"id":4032471,"gmtCreate":1618388362458,"gmtModify":1635739122572,"authorId":3574834957835877,"author":{"id":3574834957835877,"authorId":3574834957835877,"name":"Jeph","avatar":"https://static.tigerbbs.com/6d84ddcaae60f793877f3447bc18beda","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344184760,"type":1,"supId":4032465,"prevId":0,"content":"Me too","text":"Me too","html":"Me too"},{"id":4032504,"gmtCreate":1618388549923,"gmtModify":1635739120720,"authorId":3567830819209184,"author":{"id":3567830819209184,"authorId":3567830819209184,"name":"AT2020","avatar":"https://static.tigerbbs.com/468bfa3dd7cae23eaf245b3c5e1de6ea","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344184760,"type":1,"supId":0,"prevId":0,"content":"GReat","text":"GReat","html":"GReat"},{"id":4071651,"gmtCreate":1618810218360,"gmtModify":1635736315763,"authorId":3577351762187878,"author":{"id":3577351762187878,"authorId":3577351762187878,"name":"ChemGoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3574834957835877,"repliedAuthor":{"id":3574834957835877,"authorId":3574834957835877,"name":"Jeph","avatar":"https://static.tigerbbs.com/6d84ddcaae60f793877f3447bc18beda","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":344184760,"type":1,"supId":4032465,"prevId":4032471,"content":"Gooooo","text":"Gooooo","html":"Gooooo"}],"langContent":"EN"},{"id":344186458,"gmtCreate":1618388108174,"gmtModify":1634293308530,"author":{"id":"3555043402922696","authorId":"3555043402922696","authorIdStr":"3555043402922696","name":"Never ever f","avatar":"https://static.tigerbbs.com/52501d43721648c944a019db9c767c5d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3555043402922696"},"htmlText":"Love apple !","listText":"Love apple !","text":"Love apple !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344186458","repostId":1120508319,"repostType":4,"repost":{"id":"1120508319","pubTimestamp":1618387670,"share":"https://www.laohu8.com/m/news/1120508319?lang=&edition=full","pubTime":"2021-04-14 16:07","market":"us","language":"en","title":"Apple Stock Could Rise From Strength In This Key Segment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120508319","media":"TheStreet","summary":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. Th","content":"<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.</p>\n<p>Third-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.</p>\n<p>Apple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b822ed28699ac4889f20c09ed050e12\" tg-width=\"1208\" tg-height=\"598\"><span>Figure 1: MacBook Pro 13\"</span></p>\n<p><b>Industry-wide themes in PC</b></p>\n<p>At the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.</p>\n<p>It is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:</p>\n<blockquote>\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n</blockquote>\n<p>From the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:</p>\n<ul>\n <li>Lenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;</li>\n <li>Despite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;</li>\n <li>Apple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.</li>\n</ul>\n<p><b>How Apple stock could benefit</b></p>\n<p>The Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.</p>\n<p>However, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccacd426c33df7f30fe998d6e8fc224\" tg-width=\"880\" tg-height=\"492\"><span>Figure 2: Mac revenue growth since fiscal 2019.</span></p>\n<p>Should Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.</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>Apple Stock Could Rise From Strength In This Key Segment</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: 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\">\nApple Stock Could Rise From Strength In This Key Segment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-...</p>\n\n<a href=\"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/apple-stock-could-rise-from-strength-in-this-key-segment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120508319","content_text":"Industry-wide growth of over 30% in first quarter shipments, pricing power and market share gain. This key product segment could impress investors in the earnings season and boost Apple stock.\nThird-party research data on calendar first quarter personal computing sales has started to pour in. Depending on who is asked,IDCorGartner, PC shipments have increased by an impressive 32% to 55% in the March period.\nApple stock could benefit from what I believe will likely be outstanding Mac segment revenue growth that might reach 50% in fiscal second quarter, if not more.\nFigure 1: MacBook Pro 13\"\nIndustry-wide themes in PC\nAt the personal computer industry level, the first three months of 2021 have benefitted primarily from dismal sales in the comparable 2020 quarter. Keep in mind that January through March of last year marked the initial stages of the COVID-19 crisis, and PC sales fell off a cliff at first.\nIt is against a lowered bar that first quarter 2021 PC shipments have likely dazzled. To be fair, however, easy comps do not fully explain why recent sales have impressed. IDC’s research manager elaborates:\n\n “Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume. [In addition, although not reflected in unit shipment numbers], the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices.”\n\nFrom the preliminary data provided by the research companies, here is what else we know about computer sales in Q1:\n\nLenovo continues to lead the industry, with 24% to 25% of market share, followed closely by Windows-based peers HP and Dell;\nDespite holding the number 3 position in the market, Dell may have been the relative loser in first quarter device shipments;\nApple remains a distant fourth-place player in the PC arena, although its market share seems to have increased by at least one percentage point to 8%.\n\nHow Apple stock could benefit\nThe Mac accounted for only 10% of Apple’s fiscal 2020 total revenues, and an even lower 8% during the more normalized 2019 period. Therefore, it is fair to say that PC sales probably do not carry as much weight in determining Apple stock price as does the iPhone, for example.\nHowever, the Mac may have performed extraordinarily well this time. In revenue growth terms, I believe that fiscal second period will likely be the best quarter for the segment in the past decade, at the very least. See graph below.\nFigure 2: Mac revenue growth since fiscal 2019.\nShould Mac growth reach my projection above, for example, I estimate that the segment alone could be responsible for about 6 percentage points of top-line increase to the entire company’s sales. This is the type of performance that might catch investors’ attention, and maybe nudge Apple shares higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":20,"commentSize":10,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}