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苹果季度营收创纪录,但股价仍下跌

苹果季度营收创纪录,但股价仍下跌

Aaron Pressman 2021-02-01
部分原因是外界尚未看到苹果的下一步行动。

过去的一年里,在投资者的推动下,苹果公司的市值从约1万亿美元提升到近2.4万亿美元,创下了上市公司的最高纪录。

苹果通过重新启动iPhone的销售增长、开发新的订阅服务,以及增加新的硬件产品(例如AirPods)实现了这一目标。

现在的问题是,如果想实现更好的业绩,苹果可以做些什么。

苹果公司在1月27日表示,其假日季度几乎打破了其所有财务记录。收入达到创纪录的1114亿美元,比去年增长了21%,比分析师的预期高出80亿美元。利润也达到了创纪录的288亿美元,增长了29%,在每个地理区域和大多数产品类别的销售总额也是如此。

但是由于苹果的股价在过去一年中已经上涨了80%,包括最近三个月内上涨了24%,人们对该公司的期望甚至更高。

在公布了所有创纪录的业绩后,苹果股价在盘后交易中暴跌超过3%,至137.67美元。最近几天,像GameStop、AMC娱乐(AMC Entertainment)和黑莓(Blackberry)这样陷入困境的公司的疯狂上涨占据了头条新闻,但以苹果公司巨大的股票市值,其3%的盘后跌幅相当于近800亿美元。

这一数字是最近三只牛股总和的两倍。

股价下跌的部分原因是外界尚未看到苹果的下一步行动。报道称,该公司正在研发电动汽车和虚拟现实装备,这两种产品都可能为首席执行官蒂姆•库克及其团队在未来十年内攻占另一个重要市场。

但是,尽管分析师在电话会议上多次敦促,库克在1月27日没有透露任何消息。

库克曾经解释说:“正如大家所知,我们对本季度的增长率有所关注,但最多也就如此。”在回顾了苹果目前产品线的优势之后,他补充道:“当然,我们还有一些不打算披露的新事物,我们认为这些新事物将为公司做出贡献,就像过去曾经出现的其他新事物一样。我们看到了很多机会。”

一周前,库克在福克斯新闻台(Fox News)接受克里斯•华莱士的采访时,受到了更多的抨击。当被问及有关汽车的传言时,库克回答说,他无法置评。

“好吧,你可以。”华莱士回击道。“你当然可以,你可以选择不说,但你是老板。”

“你说得对。”库克承认道。“我选择不说。说的没错。”

要想了解苹果的下一步动作,投资者们只有等待。(财富中文网)

翻译:郝秀

审校:汪皓

过去的一年里,在投资者的推动下,苹果公司的市值从约1万亿美元提升到近2.4万亿美元,创下了上市公司的最高纪录。

苹果通过重新启动iPhone的销售增长、开发新的订阅服务,以及增加新的硬件产品(例如AirPods)实现了这一目标。

现在的问题是,如果想实现更好的业绩,苹果可以做些什么。

苹果公司在1月27日表示,其假日季度几乎打破了其所有财务记录。收入达到创纪录的1114亿美元,比去年增长了21%,比分析师的预期高出80亿美元。利润也达到了创纪录的288亿美元,增长了29%,在每个地理区域和大多数产品类别的销售总额也是如此。

但是由于苹果的股价在过去一年中已经上涨了80%,包括最近三个月内上涨了24%,人们对该公司的期望甚至更高。

在公布了所有创纪录的业绩后,苹果股价在盘后交易中暴跌超过3%,至137.67美元。最近几天,像GameStop、AMC娱乐(AMC Entertainment)和黑莓(Blackberry)这样陷入困境的公司的疯狂上涨占据了头条新闻,但以苹果公司巨大的股票市值,其3%的盘后跌幅相当于近800亿美元。

这一数字是最近三只牛股总和的两倍。

股价下跌的部分原因是外界尚未看到苹果的下一步行动。报道称,该公司正在研发电动汽车和虚拟现实装备,这两种产品都可能为首席执行官蒂姆•库克及其团队在未来十年内攻占另一个重要市场。

但是,尽管分析师在电话会议上多次敦促,库克在1月27日没有透露任何消息。

库克曾经解释说:“正如大家所知,我们对本季度的增长率有所关注,但最多也就如此。”在回顾了苹果目前产品线的优势之后,他补充道:“当然,我们还有一些不打算披露的新事物,我们认为这些新事物将为公司做出贡献,就像过去曾经出现的其他新事物一样。我们看到了很多机会。”

一周前,库克在福克斯新闻台(Fox News)接受克里斯•华莱士的采访时,受到了更多的抨击。当被问及有关汽车的传言时,库克回答说,他无法置评。

“好吧,你可以。”华莱士回击道。“你当然可以,你可以选择不说,但你是老板。”

“你说得对。”库克承认道。“我选择不说。说的没错。”

要想了解苹果的下一步动作,投资者们只有等待。(财富中文网)

翻译:郝秀

审校:汪皓

Over the past year, investors have driven up the value of Apple from around $1 trillion to nearly $2.4 trillion—the highest ever for a public company.

Apple got there by reigniting iPhone sales growth, developing new subscription services, and adding some new hardware products like AirPods.

Now the question is what can Apple do for an encore.

On January 27, the company said its holiday quarter broke nearly every one of its financial records. Revenue of $111.4 billion, up 21% from last year and $8 billion more than analysts had expected, was a record. Profits of $28.8 billion, up 29%, was also a record, as was the sales total in every geographic region and in most product categories.

But with Apple’s stock price already up 80% over the past year, including a 24% rise just in the last three months, expectations have gotten even higher.

After posting all of the record results, Apple’s shares slumped more than 3% in afterhours trading to $137.67. Crazy gains at struggling companies like GameStop, AMC Entertainment, and Blackberry have grabbed headlines in recent days, but with Apple’s titanic stock market value, its 3% afterhours drop is equal to almost $80 billion.

That’s double the total value of all three recent high-flyers combined.

Part of the problem is that Apple’s next big move isn’t yet visible to outsiders. Reports suggest the company is working on electric cars and virtual reality gear, each of which could open another significant market for CEO Tim Cook and his team to conquer over the next decade.

But Cook didn't give anything away on January 27, despite a lot of prodding by analysts during a conference call.

“As you know we give some color on the growth rates of the current quarter but not beyond that,” Cook explained at one point. After running through the strengths of Apple’s current product line, the CEO added: “Then of course we’ve got new things that we’re not going to talk about that we think will contribute to the company as well just like other new things have contributed to the company in the past. We see lots of opportunity.”

Cook got a little more pushback when he was interviewed by Chris Wallace on Fox News a week ago. Asked about the car rumor, Cook replied that he could not comment.

“Well, you can,” Wallace shot back. “You may choose not to, but you certainly — you’re the boss.”

“You’re right,” Cook admitted. “I choose not to. Touché.”

To learn about Apple's next chapter, investors will just have to wait.

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