Apple iPhone production may surprise to upside, Morgan Stanley says_老虎社区_美港股上老虎

Apple iPhone production may surprise to upside, Morgan Stanley says

seekingalpha2021-12-22

Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to "more normalized levels." ...

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SSVC
·2021-12-23
Ok Appreciate your comments and response Thanks
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Gerberas
·2021-12-23
Ok
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PKLim
·2021-12-23
Great
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ylplim
·2021-12-23
Ok
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WilliamFish
·2021-12-23
O
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- WilliamFish:
  ok
  2021-12-23
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Calvin_GKH
·2021-12-23
[Like]
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3
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- Calvin_GKH:
  [666]
  2021-12-23
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CK11
·2021-12-23
Good.
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2
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- soosoo:
  ok
  2021-12-23
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supergrowth
·2021-12-23
Awesome
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- thatsy:
  Let's go
  2021-12-23
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KF73
·2021-12-23
Good!
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4
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- angskk:
  ok
  2021-12-23
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phantom74
·2021-12-23
Like
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3
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- supergrowth:
  loke
  2021-12-23
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Chris82
·2021-12-23
Latest
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3
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Sling1331
·2021-12-23
Good
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3
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- JayTan:
  reply back thks
  2021-12-23
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Chal
·2021-12-23
ok
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3
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- Chal:
  ok
  2021-12-23
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kianhua84
·2021-12-23
Oo
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5
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- kianhua84:
  o
  2021-12-23
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SPOT_ON
·2021-12-23
Apple 🍎 go go go
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- SPOT_ON:
  👍 👍 👍 👍
  2021-12-23
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- BellaEng:
  😀
  2021-12-23
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YMF808
·2021-12-23
Good news
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- LifeLearner:
  agreed
  2021-12-23
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- YMF808:
  yes
  2021-12-23
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HoSeyLiao48
·2021-12-23
[Like] [Call] [Call] [Bless]
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5
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- tracywoon:
  [Miser] [Miser]
  2021-12-23
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Renzo Piano
·2021-12-23
[Surprised]
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Ahkuih
·2021-12-23
[Like]
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- Ahkuih:
  Ok
  2021-12-23
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sinneDteo
·2021-12-23
Good luck everyone
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- Yappy:
  same same
  2021-12-23
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In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":691569473,"gmtCreate":1640221438747,"gmtModify":1640221473602,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Ok Appreciate your comments and response Thanks&nbsp;","listText":"Ok Appreciate your comments and response 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