投資人最關心蘋果2,500億美元現金怎麼用 - 股票

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營收超過預期,但是iPhone銷售不佳,
蘋果盤後下跌

143.85 -3.66 (-2.48%)
After hours: 5:20PM EDT

第三季財報目標比預期低,
iPhone賣不夠好,
iPad銷售下滑13%,
Mac銷售上升4%,
但是Apple Pay,App Store... 之類大概賺更多,
蘋果本身整體體質應該還大致OK,
問題是
iPhone賣不好的話,
台灣瓶蓋會有壓力的.

http://goo.gl/LmepNR
Apple iPhone sales disappoint

Apple (AAPL) earnings are out and it’s a beat on earnings but a miss on
sales.

In its fiscal second quarter, Apple reported earnings per share of $2.10 on
revenue of $52.9 billion. iPhone sales totaled 50.8 million during the
quarter.

Wall Street analysts were looking for earnings of $2.02 per share on revenue
of $53.1 billion, according to Bloomberg. iPhone sales were expected to hit
51.4 million.

Average selling price for iPhone hit $655 during the quarter, less than the
$666 expected by Wall Street.

Following earnings shares of the company were down about 1.5%.

Apple said it expected third quarter revenue to come in between $43.5-$45.5
billion, less than expectations for third quarter guidance to be near $45.7
billion.

The company also raised its dividend 10.5% to $0.63 per share, and boosted
its share buyback authorization to $210 billion. The company said it plans to
return $300 billion to shareholders by the end of March 2019. S&P’s Howard
Silverblatt noted that at $13.2 billion annually, Apple is now the world’s
largest dividend payer.

In addition to its 50.8 million iPhones sold, which was down 1% from the same
quarter last year, iPad sales fell 13% to 8.9 million units, while Mac sales
rose 4% to 4.2 million units.

Apple, which has in recent quarter touted its services business, reported
revenue from this unit of $7.04 billion during the quarter, up 18% against
last year. The company’s “Other Products” segment, which includes Beats,
Apple TV, and Apple Watch, among other things, reported revenue of $2.87
billion, up 31% against last year.

“We are proud to report a strong March quarter, with revenue growth
accelerating from the December quarter and continued robust demand for iPhone
7 Plus,” said Tim Cook, Apple’s CEO, who added that, “we’re thrilled with
the strong momentum of our Services business, with our highest revenue ever
for a 13-week quarter.”

The second quarter is typically one of Apple’s softest quarters, coming
after its big holiday quarter and lacking any major product announcements.

Yahoo Finance’s Dan Howley said ahead of the report that because most
observers are focused on the next iPhone model, expected to come out this
fall, Tuesday’s earnings would be “almost a non-issue.”

Howley added that, “The iPhone 8, or iPhone 10 or iPhone X, whatever Apple
decides to call it, is expected to launch what analysts call a supercycle, a
massive increase in sales due to consumers trading in their older handsets
for a new device that many predict will be a major improvement over the
iPhone 7 and 7 Plus.”

The fairly limited market reaction following these results backs up this
analysis.

At $788 billion, Apple is the world’s largest public company by market cap.



※ 引述《ss910126 (Yukino my wife)》之銘言:
: 1.原文連結(超過一行或過長必須縮網址):
: https://udn.com/news/story/6811/2436280
: 2.原文內容:
: 即將於2日美股盤後發布上季財報的蘋果公司,屆時也將公布所積累的龐大現金,預料將
: 超越2,500億美元,這數字不僅高於零售業者沃爾瑪和日用品大廠寶鹼公司(P&G)加總起
: 來的市值,甚至比英國和加拿大兩國相加的外匯存底還要多。
: 華爾街日報報導,蘋果坐擁的龐大現金逾九成都來自海外,如此也已成了美國總統川普關
: 注的焦點,因當局已針對匯回海外獲利的企業提出削減企業稅和一次性減稅的利多政策,
: 而這也使蘋果可能要透過斥資併購,或發放更多股利的壓力漸增。
: 蘋果光是過去逾四年半所積累的現金就已倍增,去年最後三個月還曾創下一小時內進帳約
: 360萬美元的紀錄。
: 截至去年12月止,蘋果累積的總現金、約當現金和證券共為2,460.9億美元。蘋果以往也
: 和其他美國大型公司一樣,將多數現金置於海外,而非存於國內、作為須繳稅的海外獲利
: 。
: 蘋果執行長庫克今年曾表示,若美國政府實行稅改,他樂意將現金匯回國內。但目前蘋果
: 並未公布相關計畫。其中可能方式為發放一項特別股利,嘉惠美國知名投資人「股神」巴
: 菲特執掌的波克夏公司等大股東。
: 此外,蘋果的龐大金庫也引燃投資人對蘋果收購自駕車或娛樂公司等新發展方向的期望。
: 華爾街日報報導指出,既擁有2,500億美元的雄厚現金,蘋果可以買下電動車大廠特斯拉
: 和影音串流業者Netflix還有餘。這些餘下的資金還能償還部分債務,或擴大美國製造,
: 以回應川普去年籲美企在美國建廠的要求。
: 蘋果不管用上述哪種方式來撒錢,感覺其坐擁的現金還是遠超過其需求。美國喬治城大學
: 財金教授平科維茲(Lee Pinkowitz)表示:「若這是為了未雨綢繆而存的資金,那蘋果
: 根本是在為千年大水災作準備。」
: 3.心得/評論(必需填寫滿20字):
: 痾,我這個人不貪心,分我0.1趴就好,或是拿來買台股,讓他破10萬點

All Comments

Frederic avatarFrederic2017-05-06
股票買回多買點每股盈餘就超過預期了(茶)
Sandy avatarSandy2017-05-07
其實沒差,i7賣的好不好影響都很有限了,市場期待
的是下半年的i8,感覺蘋果股價就算拉回整理幾天之
後又會再創新高(真正要大回檔除非i8上市後賣不好)
Robert avatarRobert2017-05-09
俗話跟經驗都說: "期待越高,受傷越大"
Sandy avatarSandy2017-05-12
這種基本人性反應是血淋淋的.
Edwina avatarEdwina2017-05-16
AMD的情況也類似,Ryzen上市前所有的利空影響都有
限,因為有Ryzen這個大利多保護,但Ryzen真的上市
後就會變的很脆弱,因為預期太高了......所以i8上
市前蘋果也是百毒不侵的
Robert avatarRobert2017-05-20
股市反應未來,i8除非創下天量,台股供應商反應即將
Kristin avatarKristin2017-05-25
完畢,不過蘋果我也是看會續漲,因為銷售端應該還是
Poppy avatarPoppy2017-05-27
上市後較容易反應,但應該會先壓低出貨~
Belly avatarBelly2017-06-01
出貨→吃貨
Susan avatarSusan2017-06-01
完了。
Enid avatarEnid2017-06-06
蘋果每次賣不好都是準備下次大賣 股市買未來
Tom avatarTom2017-06-09
Howley講的大家想的差不多 還有第三季財報目標下滑
畢竟是傳統淡季沒辦法 還是老生常談 持續聚焦i8
Kama avatarKama2017-06-10
分析師都已經把淡季效應估進去預期,
Hedda avatarHedda2017-06-11
但是出來的卻比預期的還低才是重點.
Caitlin avatarCaitlin2017-06-12
不必過度解讀 實際上其他服務項目的獲利卻優於預期
僅只在於i7銷量下降而已 不然實際銷量跟ASP都低於
預期 怎麼eps卻可以優於預期
而且i7銷量 根據財務長表示 還原後是持平表現 雖然
不知道實情如何
Adele avatarAdele2017-06-16
沒有過度解讀.我不是說蘋果整體大致還OK.
但是iPhone銷售量問題絕對是警訊,對台灣影響也大.
Zenobia avatarZenobia2017-06-19
Apple Pay,App Store,Apple Music就算營收大增
Edith avatarEdith2017-06-20
對台灣也什麼幫助.但是iPhone少賣,台灣就受傷了.
Kristin avatarKristin2017-06-24
那個財力真的厚到好可怕,哪天蘋果獨立建國大概也不
會很驚訝了
Adele avatarAdele2017-06-24
最近拉成這樣就是預期會更好啊...看晚上表現了
Audriana avatarAudriana2017-06-28
達到財測或數據略差一點要搭配近期走勢評估
Joseph avatarJoseph2017-06-29
股利不用發 拿錢繼續做研發順便償債較好