w********2
发帖数: 16371 | 1 居然街上很多人预测周末共卖8m，我觉得是扯淡了
也可能就又不宣布了 |
b******1
发帖数: 2270 | 2 别忘了今年加上了中国市场，就算是800万也不算是进步。 |
s********y
发帖数: 403 | 3 应该会控制供应量的，估计最多比去年多个1m。一下子卖太多以后还怎么玩。 |
T**y
发帖数: 1024 | 4 老大讲讲是不是买点货？
过去一年，做空一次，做多两次，运气不错。
【在 w********2 的大作中提到】
: 居然街上很多人预测周末共卖8m，我觉得是扯淡了
: 也可能就又不宣布了
|
H*****l
发帖数: 1257 | 5 900万，打脸爽不？
【在 w********2 的大作中提到】
: 居然街上很多人预测周末共卖8m，我觉得是扯淡了
: 也可能就又不宣布了
|
w********2
发帖数: 16371 | 6 我以为5s备货会不足
9m 太厉害了
【在 H*****l 的大作中提到】
: 900万，打脸爽不？
|
w****j
发帖数: 6262 | 7 中国市场出了多少台？感觉一两百万台没问题。
【在 b******1 的大作中提到】
: 别忘了今年加上了中国市场，就算是800万也不算是进步。
|
w********2
发帖数: 16371 | 8 Shope’s view on “sell-through” versus “sell-in” are in sharp contrast
to the view of Peter Misek of Jefferies & Co., who reiterated a Hold rating
on the shares this morning, and a $425 price target, writing that his review
of Apple’s supply chain suggest to him total sell-through was only 6.5
million, with another 2.5 million of iPhone 5C units merely sold into non-
Apple retail stores:
We believe there are 2.5M of 5c units sitting on shelves in the launch
countries. We think a more apples-to-apples comparison would be comparing
our estimate of 6.5M to consensus expectations of ~6M and last year’s 5M+.
While 6.5M is still better than expectations and likely reflects larger
initial iPhone 5s stockpile; China and NTT DoCoMo; and iPhone 4s upgraders,
it is not the enormous upside that the headlines make it appear. We still
see upside to CQ3 consensus estimates but risk to CQ4 consensus estimates. |
