Apple iPhone production may surprise to upside, Morgan Stanley says

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Apple iPhone production may surprise to upside, Morgan Stanley says

seekingalpha2021-12-22

Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to "more normalized levels." ...

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Comment（127）

Bryonie
·2021-12-26
Good company
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2
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Edwintan2
·2021-12-23
How it may surprise?
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SSVC
·2021-12-23
Ok Appreciate your comments and response Thanks
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1
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Williamw
·2021-12-23
Ok
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1
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Gerberas
·2021-12-23
Ok
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MOON88
·2021-12-23
Buy and hold apple
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5
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sylarspock
·2021-12-23
Go go go! AAPL to the moon .
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1
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PKLim
·2021-12-23
Great
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3
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- sylarspock:
  Yeah agree
  2021-12-23
  Reply
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LWZ2218
·2021-12-23
Buy Buy Buy
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3
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ylplim
·2021-12-23
Ok
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2
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- LWZ2218:
  Yeah
  2021-12-23
  Reply
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在於我們是
·2021-12-23
Please like [Smile]
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2
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Nebhol
·2021-12-23
Like
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1
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Akyl
·2021-12-23
Great 👍
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2
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WilliamFish
·2021-12-23
O
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4
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- WilliamFish:
  ok
  2021-12-23
  Reply
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JeJu
·2021-12-23
Like
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1
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claratan
·2021-12-23
Nice
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1
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EHG
·2021-12-23
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1
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Calvin_GKH
·2021-12-23
[Like]
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4
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- Calvin_GKH:
  [666]
  2021-12-23
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Gackky
·2021-12-23
they have secured enough seeds to plant more apple trees ..[Cool]
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ASMH
·2021-12-23
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In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9009349826,"gmtCreate":1640528733796,"gmtModify":1676533524618,"author":{"id":"3586074983708406","authorId":"3586074983708406","name":"Bryonie","avatar":"https://static.tigerbbs.com/40e9091aa418c1a4602b3db85fa8cf56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586074983708406","authorIdStr":"3586074983708406"},"htmlText":"Good company&nbsp;","listText":"Good company&nbsp;","text":"Good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009349826","repostId":1122126959,"repostType":2,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000594789,"gmtCreate":1640226288960,"gmtModify":1676533509635,"author":{"id":"3573801537393103","authorId":"3573801537393103","name":"Edwintan2","avatar":"https://static.tigerbbs.com/8830f8b4a1a6f38017261ab94cbec014","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3573801537393103","authorIdStr":"3573801537393103"},"htmlText":"How it may surprise?","listText":"How it may surprise?","text":"How it may surprise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000594789","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":691569473,"gmtCreate":1640221438747,"gmtModify":1676532425510,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574906731000207","authorIdStr":"3574906731000207"},"htmlText":"Ok Appreciate your comments and response Thanks&nbsp;","listText":"Ok Appreciate your comments and response Thanks&nbsp;","text":"Ok Appreciate your comments and response Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/691569473","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9000247476,"gmtCreate":1640221272429,"gmtModify":1676533508590,"author":{"id":"3572240910775763","authorId":"3572240910775763","name":"Williamw","avatar":"https://static.tigerbbs.com/ecafced5a6c16b176940098e09cf69b6","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572240910775763","authorIdStr":"3572240910775763"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000247476","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":691582069,"gmtCreate":1640220930593,"gmtModify":1676532425358,"author":{"id":"4088042299382830","authorId":"4088042299382830","name":"Gerberas","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4088042299382830","authorIdStr":"4088042299382830"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/691582069","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9000256568,"gmtCreate":1640218713056,"gmtModify":1676533508077,"author":{"id":"3575859659136593","authorId":"3575859659136593","name":"MOON88","avatar":"https://static.tigerbbs.com/f09b0d1b368ce9762e9af5a440d99d98","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3575859659136593","authorIdStr":"3575859659136593"},"htmlText":"Buy and hold apple","listText":"Buy and hold apple","text":"Buy and hold apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000256568","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000251760,"gmtCreate":1640218542595,"gmtModify":1676533508038,"author":{"id":"3582677817626222","authorId":"3582677817626222","name":"sylarspock","avatar":"https://static.tigerbbs.com/af2ee7f5466dab8465d661a72c047672","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582677817626222","authorIdStr":"3582677817626222"},"htmlText":"Go go go! AAPL to the moon .&nbsp;","listText":"Go go go! AAPL to the moon .&nbsp;","text":"Go go go! AAPL to the moon .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000251760","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":691593373,"gmtCreate":1640218008509,"gmtModify":1676532424237,"author":{"id":"3572491001882551","authorId":"3572491001882551","name":"PKLim","avatar":"https://static.tigerbbs.com/fd59d359589b55bc6c2e8e1c92a14009","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3572491001882551","authorIdStr":"3572491001882551"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/691593373","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":100018812,"gmtCreate":1640218551823,"gmtModify":1663241485438,"authorId":3582677817626222,"author":{"id":3582677817626222,"idStr":"3582677817626222","authorId":3582677817626222,"name":"sylarspock","avatar":"https://static.tigerbbs.com/af2ee7f5466dab8465d661a72c047672","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":691593373,"type":1,"supId":0,"prevId":0,"content":"Yeah agree ","text":"Yeah agree ","html":"Yeah agree "}],"langContent":"CN"},{"id":9000250045,"gmtCreate":1640217581850,"gmtModify":1676533507769,"author":{"id":"3577518888738299","authorId":"3577518888738299","name":"LWZ2218","avatar":"https://static.tigerbbs.com/f53fe88ba02bdf3f307a8e715043f7e2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3577518888738299","authorIdStr":"3577518888738299"},"htmlText":"Buy Buy Buy","listText":"Buy Buy Buy","text":"Buy Buy Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000250045","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":691503871,"gmtCreate":1640217195595,"gmtModify":1676532423809,"author":{"id":"3563675736404555","authorId":"3563675736404555","name":"ylplim","avatar":"https://static.tigerbbs.com/4ef6ead2631f24786db50f3b63cf3109","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3563675736404555","authorIdStr":"3563675736404555"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/691503871","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":100018625,"gmtCreate":1640217590683,"gmtModify":1663241479038,"authorId":3577518888738299,"author":{"id":3577518888738299,"idStr":"3577518888738299","authorId":3577518888738299,"name":"LWZ2218","avatar":"https://static.tigerbbs.com/f53fe88ba02bdf3f307a8e715043f7e2","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.55%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":691503871,"type":1,"supId":0,"prevId":0,"content":"Yeah","text":"Yeah","html":"Yeah"}],"langContent":"CN"},{"id":9000222215,"gmtCreate":1640216877600,"gmtModify":1676533507671,"author":{"id":"3580638845558081","authorId":"3580638845558081","name":"在於我們是","avatar":"https://static.tigerbbs.com/400933d41d715fa2dc89a42f82e63f64","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3580638845558081","authorIdStr":"3580638845558081"},"htmlText":"Please like [Smile]&nbsp;","listText":"Please like [Smile]&nbsp;","text":"Please like [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000222215","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000226207,"gmtCreate":1640216723055,"gmtModify":1676533507642,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000226207","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000265370,"gmtCreate":1640215580328,"gmtModify":1676533507417,"author":{"id":"4087134384226650","authorId":"4087134384226650","name":"Akyl","avatar":"https://community-static.tradeup.com/news/729fa63ccba161ab17b5ceba58217197","vip":1,"crmLevel":3,"crmLevelSwitch":1,"idStr":"4087134384226650","authorIdStr":"4087134384226650"},"htmlText":"Great 👍&nbsp;","listText":"Great 👍&nbsp;","text":"Great 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000265370","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":691240432,"gmtCreate":1640215388317,"gmtModify":1676532423164,"author":{"id":"3584440700668924","authorId":"3584440700668924","name":"WilliamFish","avatar":"https://static.itradeup.com/news/78ded0486115bfde72a2c4335fa410ff","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584440700668924","authorIdStr":"3584440700668924"},"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/691240432","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7081911,"gmtCreate":1640215394578,"gmtModify":1640215394578,"authorId":3584440700668924,"author":{"id":3584440700668924,"idStr":"3584440700668924","authorId":3584440700668924,"name":"WilliamFish","avatar":"https://static.itradeup.com/news/78ded0486115bfde72a2c4335fa410ff","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":691240432,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":9000266085,"gmtCreate":1640215238514,"gmtModify":1676533507340,"author":{"id":"3586678960137089","authorId":"3586678960137089","name":"JeJu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586678960137089","authorIdStr":"3586678960137089"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000266085","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000263791,"gmtCreate":1640214753446,"gmtModify":1676533507244,"author":{"id":"3573731928321338","authorId":"3573731928321338","name":"claratan","avatar":"https://static.tigerbbs.com/9c6bbdac9048ff2e4b740f272576e2be","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573731928321338","authorIdStr":"3573731928321338"},"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000263791","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000269455,"gmtCreate":1640214518906,"gmtModify":1676533507165,"author":{"id":"3586941861951066","authorId":"3586941861951066","name":"EHG","avatar":"https://static.tigerbbs.com/28e4734e50f795c3218330cbb6c3e9a0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586941861951066","authorIdStr":"3586941861951066"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000269455","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":691259065,"gmtCreate":1640214179921,"gmtModify":1676532422910,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/691259065","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7081676,"gmtCreate":1640214189588,"gmtModify":1663239072027,"authorId":3583232588242926,"author":{"id":3583232588242926,"idStr":"3583232588242926","authorId":3583232588242926,"name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":691259065,"type":1,"supId":0,"prevId":0,"content":"[666]","text":"[666]","html":"[666]"}],"langContent":"CN"},{"id":9000284801,"gmtCreate":1640213919183,"gmtModify":1676533507082,"author":{"id":"3574326723774097","authorId":"3574326723774097","name":"Gackky","avatar":"https://static.tigerbbs.com/5898b44bf5a31bf2b9d4e37227ed8177","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574326723774097","authorIdStr":"3574326723774097"},"htmlText":"they have secured enough seeds to plant more apple trees ..[Cool]&nbsp;","listText":"they have secured enough seeds to plant more apple trees ..[Cool]&nbsp;","text":"they have secured enough seeds to plant more apple trees ..[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000284801","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9000285813,"gmtCreate":1640213694877,"gmtModify":1676533507049,"author":{"id":"3586939439858903","authorId":"3586939439858903","name":"ASMH","avatar":"https://static.tigerbbs.com/c8c22c3127769d9bb7b4e8d291d98433","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586939439858903","authorIdStr":"3586939439858903"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000285813","repostId":1122126959,"repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://ttm.financial/m/news/1122126959?lang=&edition=fundamental","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone production may surprise to upside, Morgan Stanley says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":616,"commentSize":127,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}