分析师苹果正经历一个灾难性季度

发布时间：2020-06-29 17:00:03 阅读：次来源：PA6厂家

元器件交易网讯 3月13日消息，据外媒报道，美国投资研究公司Wedge Partner分析师Brian Blair称苹果正经历一个灾难性的季度。

他得到一些关于苹果的好消息和坏消息。

首先是坏消息。他说苹果正在经历一个相当糟糕的季度。

在晨财经周刊Barron的报告中，Blair警告说苹果公布财报后股票可能会崩盘。下面是部分报告内容：

“我们意识到苹果三月公布财报时可能并不那么轻松，所有供应链都直指iPhone手机弱点和苹果组件的缺陷。为什么呢？”

·在高端智能手机市场继续放缓

·低端智能手机市场增长，而苹果在该市场毫无竞争力

·中移动销量只在短期内比较高

·iPhone 5C需求继续疲软

·手机更新存在缺陷，大屏手机预计今年秋推出

但Blair说当股票崩盘时，是买进的好机会，因为苹果打算发布一波杀手级产品，将股票重新拉回来。

他呼吁苹果推出移动支付、iTV、iWatch、大屏iPhone 6和一些新的笔记本电脑。

分析师长期以来预测的这些产品，到目前为止没有一款推出。库克承诺今年将推出新产品，所以这些产品中可能会有一款最终变成现实。（元器件交易网董蕾译）

外媒原文如下：

Analyst Brian Blair at Wedge Partners has some bad news and some good news about Apple.

First, the bad news. He says Apple is having a terrible quarter right now.

In a report picked up at Barron"s, Blair warns that the stock could crash after Apple reports earnings:

“We recognize the potential for a hiccup when the company reports March quarter earnings. All signs in the supply chain point to softness for iPhone and weakness generally for Apple components. Why?”

Continued slowdown in the high-end smartphone market. Smartphone growth at the low end where Apple doesn"t compete. Lofty expectations for near-term China Mobile iPhone sales. Continued soft demand for the iPhone 5C. Phone upgrade weakness, with a larger-screen iPhone expected this Fall.

As bad as it sounds, Blair takes these lemons and makes lemonade out of it.

He says that when the stock crashes, it"s going to be a buying opportunity because Apple is about to unleash a wave of killer products that will send the stock back to the moon.

He"s calling for mobile payments, an iTV, an iWatch, the iPhone 6 with a bigger screen, and some sort of new laptop.

A word of caution: Analysts have been predicting those product lines for a long time, and so far we"ve gotten none of them. Cook has promised new products this year, so maybe one of them will finally materialize.