財報週快結束了,
七巨頭只剩NVDA 還沒公佈財報,
其實NVDA 不用公佈財報也知道是超級好的財報,
所以現在已經可以就這輪財報來討論了,
先說結論,
歐印那指ETF 就對了
其實財報前就已經能夠猜到六巨頭的財報會不錯,
除了特斯拉的財報 早就可以預測到不好,
開獎出來也的確跟事情預測的財報差不多一樣,
就是六巨頭營收都成長也都超出預測的數字,
甚至AMD QCOM也都是開出很好的財報,
當然個股財報好壞跟股價漲跌沒有正相關性,
但是時間拉長後股價還是要跟財報營收成正相關性,
所以總體而言,
整個大科技集團還是繼續營收成長繼續大賺錢,
所以我還是繼續歐印那指ETF,
我相信之前大科技股被殺過頭了,
應該會慢慢漲回來
目前七巨頭分成幾個集團,
NVDA 跑在最前面,
第二領先集團是MSFT GOOG,
最後一名是特斯拉,
七巨頭中除了特斯拉之外,
另外六巨頭還是很明顯的成長股格局,
也就是營收一直兩位數百分比成長,
好吧!
你可以說蘋果有點像是價值股成長緩慢了
再來說說蘋果的部分,
我個人看法之前有說過了,
https://www.ptt.cc/bbs/Stock/M.1712522015.A.F37.html
在AI硬體這塊蘋果還是沒有掉隊,
Mac 的大幅營收成長可以看出來,
至於手機這塊 就不要放太大期待,
手機好幾年前就已經是成熟市場, 已經飽和了,
除非有劃世代的手機運用 像是非常實用的AI手機應用,
不然就是現在這副鳥樣 一隻手機用了三四年以上,
當然安卓陣營目前搭上AI手機主題,
有一些安卓換機潮的現象,
至於蘋果的手機研發情況 我就不清楚了,
不過我覺得過幾年後蘋果抓住新的趨勢,
比方說 AI 軟體應用與 edge AI 成熟之後,
蘋果還是能成為成長強勁的成長股
※ 引述《andylu1207 (andylu1207)》之銘言：
: 原文標題：Apple announces largest-ever $110 billion share buyback as iPhone sale
: s drop 10%
: 原文連結：https://reurl.cc/Zeb3eV
: 發布時間：5/2/2024
: 記者署名：Kif Leswing
: 原文內容:
: KEY POINTS
: Apple's fiscal second-quarter earnings were slightly higher than Wall Street exp
: ectations, but showed overall revenue down 4%, and iPhone sales falling 10%.
: The iPhone maker announced that its board had authorized $110 billion in share r
: epurchases, the largest in company history.
: Apple CEO Tim Cook told CNBC that quarterly sales suffered from a difficult comp
: arison to the year-earlier period.
: Apple shares climbed 7% in extended trading on Thursday after the iPhone maker r
: eported fiscal second-quarter earnings that topped estimates and announced an ex
: panded stock buyback program.
: Apple announced that its board had authorized $110 billion in share repurchases,
: a 22% increase over last year's $90 billion authorization. It's the largest buy
: back in history, ahead of Apple's previous repurchases, according to data from B
: irinyi Associates.
: However, overall sales fell 4% and iPhone sales fell 10% year over year during t
: he quarter, which Apple attributed to a tough comparison versus last year.
: Here's how Apple did versus LSEG consensus estimates in the quarter ended March
: 30:
: -EPS: $1.53 vs. $1.50 estimated
: -Revenue: $90.75 billion vs. $90.01 billion estimated
: -iPhone revenue: $45.96 billion vs. $46.00 billion estimated
: -Mac revenue: $7.5 billion vs. $6.86 billion estimated
: -iPad revenue: $5.6 billion vs. $5.91billion estimated
: -Other Products revenue: $7.9 billion vs. $8.08 billion estimated
: -Services revenue: $23.9 billion vs. $23.27 billion estimated
: -Gross margin: 46.6% vs. 46.6% estimated
: Apple did not provide formal guidance, but Apple CEO Tim Cook told CNBC's Steve
: Kovach that overall sales would grow in the "low single digits" during the June
: quarter.
: Apple posted $81.8 billion in revenue during the year-ago June quarter and LSEG
: analysts were looking for a forecast of $83.23 billion.
: On an earnings call with analysts, Apple finance chief Luca Maestri said the com
: pany expected the current quarter will deliver double-digit year-over-year perce
: ntage growth in iPad sales. What's more, he said the Services division is foreca
: st to continue growing at about the current high rate it's achieved during the p
: ast two quarters.
: Apple reported net income of $23.64 billion, or $1.53 per share, down 2% from $2
: 4.16 billion, or $1.52 per share, in the year-earlier period.
: Cook told CNBC that sales in the fiscal second quarter suffered from a difficult
: comparison to the year-earlier period, when the company realized $5 billion in
: delayed iPhone 14 sales from Covid-based supply issues.
: "If you remove that $5 billion from last year's results, we would have grown thi
: s quarter on a year-over-year basis," Cook said. "And so that's how we look at i
: t internally from how the company is performing."
: revenue, which was significantly better than the $15.25 billion in sales expecte
: d by FactSet analysts, potentially quelling investor worries the iPhone maker ma
: y have been losing market share to local competitors such as Huawei.
: "I feel good about China. I think more about long term than to the next week or
: so," Cook said.
: Cook told CNBC that iPhone sales grew in China during the quarter, which "may co
: me as a surprise to some people."
: In addition to the buyback authorization, Apple said it would pay a 25-cent divi
: dend, a 1-cent increase.
: Correction: Cook said that Apple has "big plans to announce" at its iPad product
: event next week and at the Worldwide Developers Conference in June. An earlier
: version misstated the context of the plans.
: 翻譯：
: 蘋果的第二財季盈利略高於華爾街預期，但整體收入下降4%，iPhone銷量則下降了10%。蘋
: 果宣布其董事會已授權進行1,100億美元的股票回購，這是公司歷史上最大的回購計劃。蘋
: 果CEO提姆· 庫克告訴CNBC，季度銷售受到與去年同期相比的困難因素的影響。
: 蘋果在周四公布第二財季盈利超出預期後，其股票在盤後交易中上漲了7%，並宣布擴大了股
: 票回購計劃。蘋果宣布其董事會已授權進行1,100億美元的股票回購，較去年的900億美元授
: 權增加了22%。根據Birinyi Associates的數據，這是有史以來最大的回購，超過了蘋果以
: 往的回購。
: 然而，整體銷售額在本季度同比下降了4%，iPhone銷量同比下降了10%，蘋果將這歸因於與
: 去年同期的艱難比較。
: 以下是截至3月30日的第二季度蘋果與LSEG共識預測相比的表現：
: -每股盈利：1.53美元 vs. 預估1.50美元
: -營收：907.5億美元 vs. 預估900.1億美元
: -iPhone收入：459.6億美元 vs. 預估460.0億美元
: -Mac收入：750億美元 vs. 預估686億美元
: -iPad收入：560億美元 vs. 預估591億美元
: -其他產品收入：790億美元 vs. 預估808億美元
: -服務收入：239億美元 vs. 預估232.7億美元
: -毛利率：46.6% vs. 預估46.6%
: 蘋果未提供正式指引，但蘋果CEO提姆· 庫克告訴CNBC的史蒂夫· 科瓦奇，整體銷售額在6月
: 度將以“低位數字”的增長率增長。
: 蘋果在去年6月季度實現了818億美元的收入，LSEG分析師預計蘋果將達到832.3億美元的預
: 測。
: 在與分析師的盈利電話會議上，蘋果財務主管盧卡· 馬埃斯特里表示，公司預計當前季度iP
: d銷售將同比實現雙位數增長。此外，他表示，服務部門預計將繼續以過去兩個季度的高增
: 長率增長。
: 蘋果的淨收入為236.4億美元，每股1.53美元，較去年同期的241.6億美元，每股1.52美元下
: 降了2%。
: 庫克告訴CNBC，蘋果的第二季度銷售受到了與去年同期的困難比較的影響，當時公司由於基
: 於Covid的供應問題而實現了50億美元的延遲iPhone 14銷售。
: “如果從去年的結果中扣除這500億美元，我們在同比增長方面將實現增長，”庫克說。“
: 這就是我們從公司內部表現的角度來看待它的方式。”
: 收入大幅超出FactSet分析師預期的152.5億美元的銷售額，可能會平息投資者對蘋果可能正
: 在失去市場份額的擔憂，例如華為等本地競爭對手。
: “我對中國感到很滿意。我更多地考慮長期，而不是下周或更短的時間，”庫克說。
: 庫克告訴CNBC，iPhone銷售在本季度在中國增長，這“可能會令一些人感到意外”。
: 除了回購授權外，蘋果還表示將支付25美分的股利，增加了1美分。
: 更正：庫克表示，蘋果將在下周的iPad產品活動和6月的全球開發者大會上“宣布重大計劃
: ”。早期版本錯誤地說明了計劃的內容。
: 心得/評論：
: Apple銷售下滑 直接開啟回購都能噴成這樣了
: SMCI 和 AMD 財報也沒多爛直接被送下去
: 這個禮拜真刺激
: