KinsonLai
2020-04-09T09:37:40+00:00
[url]https://www.reuters.com/article/us-apple-iphone/goldman-predicts-36-drop-in-iphone-shipment-says-time-to-sell-apple-shares-idUSKBN21Z1QW[/url]
Goldman predicts 36% drop in iPhone shipment, says time to sell Apple shares
3 MIN READ
(Reuters) - Goldman Sachs said on Friday it expects iPhone shipment to drop 36% during the current quarter due to coronavirus-related lockdowns around the world and downgraded Apple Inc stock to “sell”.
Apple shares fell 1.6% to $282.13 on Friday morning, bucking a 1.5% rise for the benchmark S&P 500.
苹果股票周五微跌1.6%至282.13刀，标普500指数升了1.5%
The Goldman analysts also lowered their price target for the stock by 7% to $233 in its report forecasting the drop in iPhone demand for the quarter ending in June, Apple’s fiscal third quarter.
G预测截止4月底股票将降7%至233刀。
The brokerage noted that average selling prices for consumer devices are likely to decline during a recession and remain weak well beyond the point when units recover.
G说由于经济衰退 iphone价格很有可能会下跌，并持续疲软
“We do not assume that this downturn results in Apple losing users from its installed base. We simply assume that existing users will keep devices longer and choose less expensive Apple options when they do buy a new device,” Goldman Sachs analysts said in a note.
“我们认为经济衰退并不会让苹果流失用户基础，他们只是在短期内不会考虑换手机，或者要换的话也会买个便宜点的iphone。”G说
Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia, which holds Apple shares, said he expects a significant drop in iPhone sales, but 36% seemed “extreme.”
P反对，说股票虽然会下跌，但不会跌36%这么多。
“I view some of that as deferred demand...I think some of that will come back in succeeding quarters,” Tuz said.
P说销量下跌只是暂时的，下个季度肯定会涨回来。
A Goldman “sell” rating is relatively rare. Of the stocks in the investment bank’s global equity coverage universe, 15% have sell ratings, compared with 46% “buy” and 39% “hold.”
在G的各类股票评级中，卖出只占很少一部分，达15%；46%是买，39%继续持有。
Of the 40 analysts covering Apple shares, 30 have “buy” or “strong buy” ratings, seven have “hold” ratings, and three have “sell”, according to Refinitiv.
40个分析师评价不尽相同，30个评价为买入，7个持有，3个卖出。
Earlier this week, Apple released a smaller iPhone priced at $399, lowering the starting price for the company’s smartphone line to broaden its appeal among budget-conscious customers.
这周苹果发布了一款小手机，售价399刀。为了吸引预算有限的消费者的注意力，苹果故意把价格定得非常低。
Goldman said it does not expect the company to launch the upcoming iPhone models until early November, as limited global travel could impede Apple’s final engineering and production process.
G说由于全球供应链影响，在今年11月前苹果都不会采用新模具。
Since the S&P 500 hit an all-time high on Feb. 19, Apple shares are down about 13% against a 16% decline for the overall index.
2.19，由于标普500指数在达到了新高，苹果股票跌了13%，所有指数跌了16%。
Goldman predicts 36% drop in iPhone shipment, says time to sell Apple shares
3 MIN READ
(Reuters) - Goldman Sachs said on Friday it expects iPhone shipment to drop 36% during the current quarter due to coronavirus-related lockdowns around the world and downgraded Apple Inc stock to “sell”.
Apple shares fell 1.6% to $282.13 on Friday morning, bucking a 1.5% rise for the benchmark S&P 500.
苹果股票周五微跌1.6%至282.13刀，标普500指数升了1.5%
The Goldman analysts also lowered their price target for the stock by 7% to $233 in its report forecasting the drop in iPhone demand for the quarter ending in June, Apple’s fiscal third quarter.
G预测截止4月底股票将降7%至233刀。
The brokerage noted that average selling prices for consumer devices are likely to decline during a recession and remain weak well beyond the point when units recover.
G说由于经济衰退 iphone价格很有可能会下跌，并持续疲软
“We do not assume that this downturn results in Apple losing users from its installed base. We simply assume that existing users will keep devices longer and choose less expensive Apple options when they do buy a new device,” Goldman Sachs analysts said in a note.
“我们认为经济衰退并不会让苹果流失用户基础，他们只是在短期内不会考虑换手机，或者要换的话也会买个便宜点的iphone。”G说
Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia, which holds Apple shares, said he expects a significant drop in iPhone sales, but 36% seemed “extreme.”
P反对，说股票虽然会下跌，但不会跌36%这么多。
“I view some of that as deferred demand...I think some of that will come back in succeeding quarters,” Tuz said.
P说销量下跌只是暂时的，下个季度肯定会涨回来。
A Goldman “sell” rating is relatively rare. Of the stocks in the investment bank’s global equity coverage universe, 15% have sell ratings, compared with 46% “buy” and 39% “hold.”
在G的各类股票评级中，卖出只占很少一部分，达15%；46%是买，39%继续持有。
Of the 40 analysts covering Apple shares, 30 have “buy” or “strong buy” ratings, seven have “hold” ratings, and three have “sell”, according to Refinitiv.
40个分析师评价不尽相同，30个评价为买入，7个持有，3个卖出。
Earlier this week, Apple released a smaller iPhone priced at $399, lowering the starting price for the company’s smartphone line to broaden its appeal among budget-conscious customers.
这周苹果发布了一款小手机，售价399刀。为了吸引预算有限的消费者的注意力，苹果故意把价格定得非常低。
Goldman said it does not expect the company to launch the upcoming iPhone models until early November, as limited global travel could impede Apple’s final engineering and production process.
G说由于全球供应链影响，在今年11月前苹果都不会采用新模具。
Since the S&P 500 hit an all-time high on Feb. 19, Apple shares are down about 13% against a 16% decline for the overall index.
2.19，由于标普500指数在达到了新高，苹果股票跌了13%，所有指数跌了16%。