{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"AAPL FY2022Q1\u696d\u7e3e\u5206\u6790\u53ca\u4f30\u503c\u8a08\u7b97\uff0c\u8edf\u786c\u517c\u5099 - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/631454\">AAPL FY2022Q1\u696d\u7e3e\u5206\u6790\u53ca\u4f30\u503c\u8a08\u7b97\uff0c\u8edf\u786c\u517c\u5099<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var 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22Q1\u6536\u5165716\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u95779.2%\uff0c\u8d85\u51fa\u5e02\u5834\u9810\u671f\u7684677\u5104\u7f8e\u5143\u3002\u539f\u672c\u4e4b\u524d\u5e02\u5834\u7d71\u8a082021Q4\u5168\u7403\u667a\u80fd\u624b\u6a5f\u5e02\u5834\u540c\u6bd4\u50c5\u589e\u95771%\uff0c\u540c\u6642\u860b\u679c\u7684\u5e02\u5834\u4efd\u984d\u5f9e23%\u4e0b\u964d\u523022%\uff0c\u6240\u4ee5\u7531\u6b64\u63a8\u7b97\u4e0b\uff0c\u5e02\u5834\u9810\u8a0822Q1 iPhone\u51fa\u8ca8\u91cf\u51fa\u73fe\u540c\u6bd4\u4e0b\u6ed1\uff0c\u4e0d\u904e\u6191\u8457iPhone 13 Pro\u53caPro Max\u7684\u63a8\u51fa\uff0c\u5e36\u52d5\u6574\u9ad4\u51fa\u8ca8\u5747\u50f9\u4e0a\u5347\uff0c\u6240\u4ee5\u624b\u6a5f\u6536\u5165\u5728\u7f3a\u8ca8\u7684\u5f71\u97ff\u4e0b\u4ecd\u80fd\u8d85\u51fa\u5e02\u5834\u9810\u671f\u3002 Mac\u696d\u52d9\u6536\u5165109\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957725.1%\uff0c\u8d85\u51fa\u5e02\u5834\u768495.3\u5104\u7f8e\u5143\uff0c\u4e3b\u8981\u4f86\u81ea\u65bc\u65b0\u6b3e\u7684Mac\u5e36\u52d5\u3002\u5176\u5be6PC\u5e02\u5834\u672c\u8eab\u662f\u5728\u75ab\u60c5\u4e0b\u53d7\u60e0\u7684\u90e8\u5206\uff0c\u800c\u96a8\u8457\u75ab\u60c5\u9010\u6f38\u5e73\u7a69\uff0c\u6574\u500bPC\u5e02\u5834\u5728\u904e\u53bb\u5e7e\u500b\u5b63\u5ea6\u7684\u9ad8\u589e\u9577\u5df2\u7d93\u4e0d\u518d\u5b58\u5728\uff0c\u4f46Mac\u5728PC\u5e02\u5834\u4e2d\u4ecd\u80fd\u7372\u5f9725%\u7684\u9ad8\u589e\u901f\uff0c\u7684\u78ba\u8868\u73fe\u51fa\u773e\uff0c\u672a\u4f86\u5728PC\u5e02\u5834\u7684\u4f54\u6709\u7387\u6709\u671b\u7e7c\u7e8c\u63d0\u5347\u3002 iPad\u696d\u52d9\u6536\u516572\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u6ed114.1%\uff0c\u4f4e\u65bc\u5e02\u5834\u9810\u671f\u768481\u5104\u7f8e\u5143\u3002 iPad\u696d\u52d9\u662f\u5404\u9805\u696d\u52d9\u4e2d\u552f\u4e00\u4f4e\u65bc\u5e02\u5834\u9810\u671f\u7684\uff0c\u5176\u5be6iPad\u8ddfMac\u4e00\u6a23\uff0c\u672c\u8eab\u90fd\u662f\u53d7\u60e0\u75ab\u60c5\u7684\u7d05\u5229\uff0c\u4e4b\u524d\u5e7e\u500b\u5b63\u5ea6\u90fd\u6709\u6301\u7e8c\u7684\u9ad8\u589e\u9577\uff0c\u4f46\u96a8\u8457\u75ab\u60c5\u5f71\u97ff\u7684\u6e1b\u5f31\uff0c\u6574\u500b\u5e73\u677f\u5e02\u5834\u9700\u6c42\u7aef\u51fa\u8ca8\u56de\u843d\uff0c\u518d\u52a0\u4e0a\u96f6\u90e8\u4ef6\u77ed\u7f3a\u7684\u5f71\u97ff\u4e0b\uff0ciPad\u696d\u52d9\u4e5f\u5728\u672c\u5b63\u5ea6\u9304\u5f97\u516b\u500b\u5b63\u5ea6\u4ee5\u4f86\u7684\u9996\u6b21\u540c\u6bd4\u4e0b\u6ed1\u3002 \u53ef\u7a7f\u6234\u7b49\u7522\u54c1(Apple Watch, AirPods) \u6536\u5165147\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957716.6%\u3002 AirPods3\u767c\u4f48\uff0c\u5c0d\u660e\u986f\u5e36\u52d5\u9019\u500b\u696d\u52d9\u7684\u6536\u5165\u3002 \u860b\u679c\u96fb\u8996\u3001\u97f3\u6a02\u3001\u5065\u8eab\u7b49\u8a02\u95b2\u670d\u52d9\u6536\u5165\u65b9\u9762\uff0c\u540c\u6bd4\u589e\u9577\u4e86 24%\u3002\u4e0d\u50c5\u662f\u9019\u500b\u5b63\u5ea6\uff0c2021 \u5e74\u5168\u5e74\u670d\u52d9\u6536\u5165\u6bd4\u75ab\u60c5\u671f\u9593\u7684 2020 \u5e74\u4e5f\u589e\u52a0\u4e86 27%\uff0c\u9019\u8aac\u660e\u7528\u6236\u5c0d\u5728\u7dda\u670d\u52d9\u7684\u8a02\u95b2\u662f\u6709\u7c98\u6027\u7684\uff0c\u800c\u4e14\u9010\u6f38\u8d70\u5411\u5927\u773e\u5316\u3002\u500b\u4eba\u8a8d\u70ba\u5c31\u7b97\u4e4b\u5f8c\u75ab\u60c5\u7d50\u675f\u4e26\u4e0d\u4ee3\u8868\u201d \u9060\u7a0b\u670d\u52d9 \u201c\u578b\u696d\u52d9\u7684\u7d50\u675f\uff0c\u6240\u4ee5\u8a02\u95b1\u670d\u52d9\u662f\u672a\u4f86\u860b\u679c\u696d\u7e3e\u4e3b\u8981\u63a8\u52d5\u529b\u4e4b\u4e00\u3002\u4e14\u8a72\u696d\u52d9\u6bdb\u5229\u6f64\u7387\u975e\u5e38\u9ad8\u9ad8\uff0872% vs \u786c\u4ef6 38%\uff09\uff0c\u52a0\u4e0a\u4eca\u5b63\u7684\u670d\u52d9\u6536\u5165\u7684\u4f54\u6bd4\u589e\u52a0\u90fd\u5e36\u52d5\u6574\u9ad4\u6bdb\u5229\u7387\u660e\u986f\u4e0a\u5347\u3002 \u4f30\u503c\u53ca\u7e3d\u7d50 PE\u4f30\u503c\u904e\u53bb2\u5e74\u7684\u5340\u9593\u662f24\u500d-33\u500d\uff0c\u73fe\u50f9$171\u70ba27.6\u500d\uff0c\u5c6c\u65bc\u4e2d\u4f4d\u6578\uff0c\u4f30\u503c\u5408\u7406\u3002 DCF\u4f30\u503c\uff0c\u8b1b\u4e0b\u6211\u5c0d\u860b\u679c\u672a\u4f86\u7684assumption, \u96d6\u7136\u7ba1\u7406\u5c64\u7121\u63d0\u4f9b\u9810\u671f\u6307\u5f15\uff0c\u4f46\u6211\u5f15\u7528\u7d9c\u5408\u5e02\u5834\u5c0d\u5b83\u7684FY2022\u9810\u671f\u589e\u9577\u5927\u7d048%\uff0c\u6211\u518d\u4fdd\u5b88\u9810\u8a08\u4e4b\u5f8c\u6bcf\u5e745%\u589e\u9577\uff0c\u61c9\u8a72\u4e0d\u904e\u4efd\u5427? \u518d\u4f86\u7dad\u6301\u4e00\u76f4\u4ee5\u4f86FCF\/ revenue ratio 25%, \u5408\u7406\u80a1\u50f9\u8a08\u7b97\u51fa\u4f86\u5f8c\u662f$171\uff0c\u5927\u5bb6\u53ef\u53c3\u8003\u4e0b\uff0c\u4ee5\u4e0a\u4f30\u7b97\u7121\u8003\u616e\u5230\u860b\u679c\u672a\u4f86\u6709\u671b\u5728AR\/VR\u3001\u6c7d\u8eca\u7b49\u9818\u57df\u7684\u767c\u5c55\uff0c\u5982\u6210\u529f\u7684\u8a71\u71df\u6536\u589e\u9577\u4e00\u5b9a\u4e0d\u6b625%\u7684\u3002 \u4ee5\u4e0a\u5167\u5bb9\u4e0d\u69cb\u6210\u6295\u8cc7\u8cb7\u8ce3\u5efa\u8b70\u3002"}