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苹果股价暴跌 机构:iPhone在中国面临需求下滑的潜在风险
作者:admin 发布于:2018-12-01 11:50

美东时间12日周一,苹果低开低走,开盘跌超2.6%,早盘一度跌破193.80美元,创今年7月31日以来盘中新低,日内跌幅扩大到5%以上,最终收跌5.04%,收报194.17美元,同样收创7月31日以来新低。苹果供应商股价集体重挫。Lumentum收跌32.98%,Universal Display收跌13.07%,凌云半导体收跌13.86%,Synaptics收跌8.21%,Qorvo收跌6.38%。
 
On Monday, 12 U.S. Eastern Time, Apple opened lower, falling more than 2.6%. At one time, it fell below $193.80 in early trading, a new intraday low since July 31. The intraday decline expanded to more than 5%. Finally, it closed down 5.04%. It closed at $194.17, a new low since July 31. Shares of Apple suppliers plunged collectively. Lumentum fell 32.98%, Universal Display 13.07%, Lingyun Semiconductor 13.86%, Synaptics 8.21% and Qorvo 6.38%.
 
 
 
苹果大跌拖累,信息技术板块在标普500各板块中领跌,跌幅超过3.5%,标普500当天收跌1.97%,道指收跌602.12点,跌幅2.32%,纳指收跌206.03点,跌幅2.78%。
 
Apple was dragged down by a sharp fall, with the IT sector leading the decline of more than 3.5% in S&P 500, 1.97% in S&P 500, 602.12 points in the Dow, 2.32% in the Dow and 206.03 points in the Nasdaq, or 2.78%.
 
 
 
 
 
本周一盘前,两家苹果供应商Lumentum和Japan Display下调了各自的业绩预期。摩根大通下调苹果目标价,花旗因看衰iPhone XR业绩而大幅下调一家苹果供应商的目标价。
 
Before Monday's session, two Apple suppliers, Lumentum and Japan Display, cut their performance expectations. JPMorgan Chase lowered Apple's target price, while Citigroup sharply lowered an Apple supplier's target price as it looked down on the XR performance of the iPhone.
 
 
 
技术供应商Lumentum下调了公历今年第四季度的业绩前景,其CEO Alan Lowe表示,公司的一大客户要求大幅削减产品的出货量。
 
Alan Lowe, CEO of Lumentum, a technology supplier, downgraded its fourth quarter performance outlook in the Gregorian calendar, saying that one of the company's major customers was demanding substantial cuts in product shipments.
 
 
 
虽然Lowe没有明确到底是哪位客户,但市场迅速将目光对准苹果。因为Lumentum为iPhone新品提供面部识别功能FaceID和增强现实技术的前置摄像头生产组件。在截至于公历今年二季度的2018财年报告中,Lumentum将苹果列为最大客户,苹果相关业务占该司营业收入的30%。因此,Lowe的表态被市场视为暗示苹果业绩不佳。
 
Although Lowe didn't know which customer it was, the market quickly focused on Apple. Because Lumentum makes components for FaceID and front-end cameras that enhance real-world technology for new iPhone products. As for the second quarter of the Gregorian calendar report for fiscal year 2018, Lumentum ranked Apple as the largest customer, accounting for 30% of the company's revenue. As a result, Lowe's position was seen by the market as a hint of Apple's poor performance.
 
 
 
巧的是,北京时间周一,iPhone的显示屏供应商、日本企业Japan Display公布财报显示,连续六个季度亏损,且下调了全年的业绩预期,将全年销售预期增速从此前的10%-12%降至5%-15%,全年预期营业利润率从2%-3%降至1%-2%。
 
Coincidentally, Japan Display, an iPhone display supplier and Japanese company, reported losses for six consecutive quarters on Monday, lowering its annual performance forecast, reducing its annual sales growth rate from 10-12% to 5-15% and its expected operating profit margin from 2-3% to 1-2%.
 
 
 
同在周一盘前,摩根大通分析师Samik Chatterjee本月第二次下调苹果目标价,从270美元降至266美元,保持超配评级不变。本月2日,他将目标价从272美元降至270美元,当时源于担心美元升值令iPhone的外币售价更高。
 
Samik Chatterjee, an analyst at J.P. Morgan Chase, cut Apple's target price for the second time this month from $270 to $266 before Monday's session, keeping the overrated rating unchanged. On February 2, he lowered his target price from $272 to $270, citing fears that the appreciation of the dollar would increase the price of the iPhone's foreign currency.
 
 
 
本周一Chatterjee下调了苹果的盈利预期,认为中国等新兴市场宏观经济环境疲弱和美元走强影响iPhone销售。他将今明两年iPhone的预期销量分别降至2.14亿部和2.18亿部,分别下调了200万部和1000万部,将2019和2020年的预期苹果每股收益(EPS)调降0.1美元。
 
On Monday, Chatterjee downgraded Apple's earnings expectations, arguing that weak macroeconomic conditions in emerging markets such as China and a stronger dollar affected iPhone sales. He cut the expected sales of the iPhone to 214 million units and 218 million units this year and next, down 2 million units and 10 million units respectively, and cut the expected earnings per share (EPS) of Apple by $0.1 in 2019 and 2020.
 
 
 
周一稍早,花旗分析师Atif Malik下调了苹果半导体组件供应商Skyworks Solutions的股票评级,由买入降至负面,将目标价猛砍近27%至85美元。花旗称,调降Skyworks Solutions部分源于,中国市场的智能手机需求更为疲软,10月起预购的iPhone XR销售令人失望,这可能影响Skyworks Solutions明年的产品销售增长。
 
Earlier Monday, Citigroup analyst Atif Malik downgraded Skyworks Solutions, Apple's semiconductor supplier, from buying to negative, slashing its target price by nearly 27% to $85. Citigroup said the cut in Skyworks Solutions was partly due to weaker demand for smartphones in China and disappointing sales of pre-ordered XR iPhones since October, which could affect Skyworks Solutions'product sales growth next year.
 
 
 
另外,机构研究机构Longbow Research也提到iPhone在中国市场可能表现不佳。其认为,iPhone在中国面临需求下滑的潜在风险。
 
In addition, Longbow Research, an institutional research institute, also mentioned that the iPhone may not perform well in the Chinese market. In its view, the iPhone faces a potential risk of falling demand in China.
 
 
 
“iPhone已经开始出现一些风险苗头,iPhone订单同比增速减弱,百度的iPhone搜索趋势也亮起了红灯”,Longbow Research分析师Shawn Harrison在报告中写道,百度的iPhone搜索量“在10月份直线下滑,显示出中国需求萎缩的潜在风险”。
 
"The iPhone has begun to show some signs of risk, with orders slowing down year-on-year, and Baidu's search trend for the iPhone has turned red," Shawn Harrison, an analyst at Longbow Research, wrote in a report that Baidu's search volume for the iPhone "plummeted in October, showing the potential risk of shrinking demand in China."

 


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