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蘋果公司第三財季利潤增21% @ 2012-07-25T08: Back Hot News
Keyword:蘋果 財報
Concept:蘋果IPHONE
導語:蘋果將於本周二發布第三季度財報。華爾街分析師和投資者認為,蘋果本季表現可能會低於預期,原因包括IPHONE4S銷量下滑,IPAD登陸中國較晚,新IPHONE遲遲不上市等。
蘋果財報即將揭曉,受到IPHONE新舊機種交替、IPAD登陸較晚等因素的影響,市場不看好蘋果上季獲利,但展望下半年,多款蘋果新品將齊步問世,市場仍寄於厚望。
電子下游族群第2季業績出爐,其中市場原本期待最高的「蘋果派」,尤其是蘋果業績純度愈高的供應鏈,6月業績低於預期的狀況愈多。從首季財報到第2季業績,蘋果光「失靈」的頻率大增,當下半年市場都期待蘋果新品IPHONE 5、MINI IPAD上市,帶旺業績,但包括搶單,以及蘋果新品確定的上市時程,仍將對旺季效應造成干擾,今年下半年,蘋果單並非供應鏈的旺季效應保證書!
法人表示,蘋果第2季因為IPHONE 4S庫存升高,以及新IPAD銷售不如預期而產生衰退,至於蘋果第3季的業績因為IPHONE 5延宕,處於新舊產品轉換時期,蘋果公布財報後,對於第3季業績的說明是全球科技廠關注重點。

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