b********n
发帖数: 38600 | 1 Still confused by Apple's shocking announcement that it would halt its
quarterly reporting of iPhone unit sales?
Don't be.
Overnight, Longbow analyst Shawn Harrison published the latest bearish note
on the "neutral" rated Apple, warning that the iPhone story "is showing
cracks with contacts now citing weaker iPhone orders year over year and
Baidu iPhones search trends highlighting a red flag."
Longbow was also the latest firm to sound a warning about the company’s
most important product line, noting that Baidu iPhone searches "fell off a
cliff for October, indicating potential risk of faltering China demand", a
key market for the Cupertino company, which is expected to derive 20% of its
2018 revenue from China.
Additionally, Harrison said he expects sharp iPhone production cuts to hit
suppliers, specifically noting read through for companies with >10% exposure
to Apple like Skyworks, Qorvo, Broadcom, and ON Semiconductor. Ominously,
he added that while the total revenue of Taiwan’s major Apple suppliers
rose 15% in October, "we expect a sharp reversal in this dynamic."
Well, Longbow was right because just a few hours after the note was
published, Apple stock dropped below $200 after Lumentum Holdings (LITE) cut
its fiscal second quarter outlook as "one of its largest Industrial and
Consumer customers" for laser diodes for 3D sensing asked to "meaningfully
reduce shipments" for previously placed orders.
While LITE didn’t name the customer, shares of Apple extended their decline
after LITE released its statement. According to Bloomberg, Apple is LITE’s
biggest customer. As a result of the guidance cut, LITE stock tumbled as
much as 31%, while AAPL stock was 2.5% lower, and back under $200, its $1
trillion market cap now a distant memory. | b********n
发帖数: 38600 | 2 I'm sure the next iPhone OS update will slow all older phones down even more
. | e*********9
发帖数: 1 | 3 资本家真是无耻
more
【在 b********n 的大作中提到】
: I'm sure the next iPhone OS update will slow all older phones down even more
: .
| w***u
发帖数: 60 | 4 dow -1.57％
aapl -4.43％
咱就是歪嘴！ |
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