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published in(发表于) 2016/4/25 8:41:17
Urgent iPhone7 save shipments, Apple stock fell for the bear unit,

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Urgent iPhone7 save shipments, Apple stock fell for the bear unit-iPhone, Apple, iPhone7-IT information

Principal parts supplier Qualcomm under a quarter on the impact of declining, Apple shares closed at 105.68 dollars on Friday, have fallen to under the bull/bear line.

According to Friday's closing price of Apple shares had been hit on April 28, 2015 's 52-week high of $ 134.54 fell by more than 21%. Under the United States securities markets, the widespread view, when a company's share price down 20% from recent highs above and believe that the stock price of the company has entered a bear market.

Apple on Wednesday would be 2016 fiscal second-quarter earnings release date pushed back 24 hours, to United States Eastern time, after the market close on April 26, 2016. Prior to that, the company plans to United States Eastern time on April 25, 2016 (April 26 Beijing time) reported.

Apple's website investor relations Channel Announces earnings release date-sensitive information, but did not make any explanation for this. United States financial news channel CNBC explained said, Apple's delay in issuing the results is due to participate in the company's long-term Director, who died earlier this week in Silicon Valley legend bier·kangbeier (Bill Campbell) memorial service.

Often companies will postpone the release of earnings reports, but there is no delay in issuing the results by several companies, like Apple, raised market concerns. Businesses had deferred earnings, usually because the internal audit time exceeded expectations, or some other unforeseen reason.

For Apple, the second quarter is very important for a quarter. Many investors are worried that engine as Apple's performance, iPhone shipments will be slowing significantly in the previous quarter.

IPhone shipments decline

Apple's earnings report, the company likes to market "sales record" of the phrase. That's indeed the case. In the last five fiscal quarters, Apple and earnings press releases related to the use of the phrase. Under Apple, but the company's earnings released on Tuesday, the company may have to find a new phrase to describe his performance.

The headquarters is located in United States, California, tech giant had already warned investors, do not look forward to the company's second-quarter results again reached record levels. Performance expectations provided by Apple in January this year suggested that the company when revenue will be between $ 50 billion to $ 53 billion, well below the $ 58 billion a year earlier.

Thomson Reuters survey, analysts ' current average estimate of the market, Apple's second-quarter revenue to $ 52 billion, representing a decline of 10.4%; earnings per share of $ 2 trillion, representing a drop of 14%.

Although many factors led to Apple's fiscal second-quarter earnings will fall, but the main reason is the iPhone shipments fell. IPhone is now Apple's flagship product, accounting for more than half of the company's revenue share. A year ago, iPhone business account for Apple's overall revenue of nearly 70%.

In view of this, iPhone shipments decline, will surely give Apple material impact on performance.

Market analysts ' current average estimate, Apple iPhone shipments to 50 million units in the fiscal second quarter, well below the 61 million a year earlier. Jackdaw market research company Research Chief Analyst Jane Dawson (Jan Dawson) said, "If the iPhone last quarter shipments beyond market expectations, this will benefit the stock but if lower-than-expected, will lead to the further decline in Apple's stock price. ”

Upgrade cycles get longer

Market research firm BTIG analyst woerte·pixike (Walter Piecyk) thought that the Apple iPhone shipments more important than the data in the reports, was the company's performance expectations for this quarter. He said, "most people have long expected Apple's performance will fall know iPhone shipments will decline. But market attention will focus on this quarter's performance expectations. ”

Thomson Reuters survey, market analysts currently expect, Apple this quarter will decline, but would be much slower compared with the previous quarter. They are now expected, Apple's revenue to $ 47.5 billion in the current fiscal quarter, down 4.5%.

Get rid of slowdown in global smartphone market that changes in the environment as a whole, investors worried that Apple is another reason for the decline, consumers upgraded iPhone long time. Piseco said, "the reason why we are worried about the Apple quarter results are iPhone user upgrade cycle starts to get long. ”

Issues of current concern of investors, is iPhone shipments fell just short and long-term illnesses will become Apple's smart phone business.

Analysts noted that Dawson, iPhone shipments at the beginning of the end of 2014 and 2015 there had been declines, but soon returned to growth. Promoting iPhone shipment growth of China's market demand.

Today, China has now become the second-biggest market. But with economic growth slowing, as well as the smart-phone market saturated, Apple's fourth-quarter revenue growth in the Chinese market has fallen to 14%.

Market analysts point out that counting on China to continue to promote the iPhone shipments surged, has become less realistic.

Piseco said, "is expected from now on, every quarter, business problems, China will be one of the main problems in the Apple earnings call. Apple's India business is booming, but investors are more concerned about the Chinese business will last long. ”

Apple has now turned its attention to the world's second-largest smartphone market in India. But Apple is currently in India has not been large developments in the market, only about 2% of the market share.

No other product line highlights

The analysts believe that dropped beyond the iPhone, even Apple's newly released iPad Pro, can't get investors excited. He said that "iPad shipments have been in decline. If new products to turn iPad sales decline, does not come as a surprise. ”

In the context of global PC market 10% decline in the first quarter, Apple's Mac business has also raised investors ' interest. As for Apple's latest product line Apple Watch, there are signs that shipments of the product in the last quarter has been in trouble.

Investment firm ITG Investment Research senior analyst Matthew Goodman (Matthew Goodman) is expected, Apple Watch shipments in the second quarter compared with the previous quarter, down 40%.

The analysts said, although the cheapest version of the Apple Watch price by $ 50 to help boost sales in the near future, but even global markets closely follow market prices in North America, Apple Watch a quarter of global sales up to 3.1 million dollars.

Industry currently is widely expected, the latest generation of smartphones iPhone7 listing will greatly boost Apple stock.

Apple's share price in the past 12 months have been nothing, United States analysts, it is now put on Apple stock at the time.


急等iPhone7拯救出货量,苹果股价几跌为熊股 - iPhone,苹果,iPhone7 - IT资讯

受主要配件供应商高通上一财季业绩下滑的影响,苹果股价周五报收于105.68美元,已跌至牛熊分界线之下。

按照周五的收盘价计算,苹果股价已较2015年4月28日创出的52周高点134.54美元下跌了21%以上。根据美国证券市场的普遍观点,当一家企业的股价较近期高点下跌20%以上时,便认为这家公司的股价已经步入熊市。

苹果本周三将公司2016财年第二财季财报的发布时间推后24小时,至美国东部时间2016年4月26日收盘后。此前,该公司计划于美国东部时间2016年4月25日(北京时间4月26日)发布财报。

苹果在官方网站的投资人关系频道中宣布了财报发布日期变动的消息,但并未对此做出任何解释。美国财经新闻频道CNBC对此解释称,苹果推迟发布财报,是因为要参加公司长期董事、本周初逝世的硅谷传奇人物比尔·康贝尔(Bill Campbell)的追悼会。

虽然经常有企业会推迟发布财报,但没有几家公司推迟发布财报会像苹果一样引发市场的关注。企业推迟发布财报,通常是因为内部审计时间超出了预期,或者是其它一些未预见到的原因。

苹果而言,第二财季是非常重要的一个季度。许多投资人都担心,作为苹果业绩的发动机,iPhone出货将会在上一财季出现显著的放缓。

iPhone出货下滑

苹果的财报中,该公司喜欢市场“创营收记录”这一短语。事实也确实如此。在过去的五个财季中,苹果在与财报相关的新闻公告中均使用了这一短语。不过在苹果下周二发布该公司财报时,该公司可能不得不寻找一个新短语,来描述自己的业绩。

这家总部位于美国加利福尼亚州的科技巨头此前已警告投资人,不要期待着公司第二财季的业绩再创历史新高。苹果今年1月份提供的业绩预期暗示,该公司当季营收将在500亿美元至530亿美元之间,远低于上年同期的580亿美元。

汤森路透的调查数据显示,市场分析师当前平均预计,苹果第二财季营收将为520亿美元,较上年同期下滑10.4%;每股收益为2美元,较上年同期下滑14%。

虽然众多的因素导致苹果第二财季业绩将出现下滑,但主因还是iPhone出货量出现下滑。iPhone目前是苹果的旗舰产品,占据了公司营收的大半份额。上年同期,iPhone业务曾占据了苹果整体营收的近70%。

鉴于此,iPhone出货量的下滑,肯定将会给苹果业绩构成重大影响。

市场分析师当前平均预计,苹果第二财季iPhone出货量将为5000万部,远低于上年同期的6100万部。市场调研公司Jackdaw Research首席分析师简·道森(Jan Dawson)表示,“如果iPhone上一财季的实际出货量超出市场预期,这确实将有利于苹果股价;但如果低于预期,将会导致苹果股价的进一步下滑。”

升级周期变长

市场调研公司BTIG分析师沃尔特·皮西科(Walter Piecyk)认为,苹果财报中比iPhone出货量更重要的数据,是该公司对本财季的业绩预期。他说,“绝大多数人早已预料到苹果业绩将会出现下滑,知道iPhone出货量将会下滑。但市场目前关注的重点将是本财季的业绩预期。”

汤森路透的调查显示,市场分析师当前预计,苹果本财季业绩仍将会出现下滑,但下跌幅度将会较上一财季有所放缓。他们当前预计,苹果本财季营收将为475亿美元,同比下滑4.5%。

除去全球智能手机市场增速放缓这一整体环境的变化,投资人担心苹果业绩下滑的另一个原因,是消费者升级iPhone的时间变长。皮西科表示,“我们对苹果本财季业绩感到担忧的原因,是iPhone用户的升级周期开始变长。”

投资人当前关注的问题,是iPhone出货量的下滑只是短暂的情况,还是将成为苹果智能手机业务的长期顽疾。

分析师道森指出,iPhone出货量在2014年年底和2015年年初曾出现过下滑,但很快又恢复了增长。当时推动iPhone出货增长的是中国市场的需求。

如今,中国市场已成为苹果的第二大市场。但是随着中国经济增速的放缓,以及智能手机市场的饱和,苹果去年第四季度在中国市场的营收增幅已降至14%。

市场分析师指出,指望着中国市场继续推动iPhone出货量的大幅增长,已变得不切合实际。

皮西科表示,“预计从现在开始的每一个财季,中国业务问题将会是苹果财报电话会议中的主要问题之一。虽然苹果在印度的业务也在蓬勃发展,但投资人当前更关心中国业务能够维持多久。”

苹果目前把注意力已经转向了全球第二大智能手机市场印度。但是苹果目前在印度市场仍未有大的发展,只占据了该市场约2%的份额。

其它产品线无亮点

该分析师认为,除去iPhone之外,即便是苹果刚发布不久的iPad Pro,也无法让投资人感到兴奋。他说,“iPad出货量一直处于下滑之中。如果新产品能够扭转iPad的销售颓势,丝毫也不会让人感到吃惊。”

在全球PC市场第一季度下滑10%的背景下,苹果的Mac业务同样也不会引发投资人的兴趣。至于苹果最新的产品线Apple Watch,已有迹象表明该产品的出货量在上一财季也已陷入了困境。

投资公司ITG Investment Research高级分析师马修·古德曼(Matthew Goodman)预计,Apple Watch第二财季的出货量可能较上一财季下滑40%。

该分析师称,虽然最廉价版的Apple Watch在近期降价50美元能够有助于提升销量,但即便是全球市场紧随北美市场进行降价,Apple Watch上一财季在全球的销量也最多为310万块。

业内人士当前普遍预计,最新一代智能手机iPhone7的上市将极大的提振苹果股价。

苹果股价在过去12个月一直碌碌无为,美国分析师认为,目前正是建仓苹果股票之时。






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