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大和:苹果首财季业绩大幅超出预期,目标价上调至310美元
Ge Long Hui· 2026-02-09 09:18
股票频道更多独家策划、专家专栏,免费查阅>> 责任编辑:山上 2月9日,大和发表研报指,苹果去年12月底止首财季业绩大幅超出预期,营收按年增长16%至1438亿美 元,远超预期,高出预测值50亿美元;每股收益为2.84美元,超出预期17美分。强劲的表现使渠道库存 降至低位,其供应链面临限制。今年3月底止苹果第二财季营收指引显示,收入料录按年13%至16%强 劲增长。该行注意到三个主要问题:存储器供应量;存储器成本;对中国市场的销售。尽管被多次问 及,苹果CEO库克除了第二季指引外,不愿对存储器问题发表评论。 该行将今年9月底止财年营收预期从4550亿美元上调至4660亿美元,每股收益预期从8.26美元上调至8.47 美元;将2027财年的营收预期从4820亿美元上调至4890亿美元,每股收益预期从9.12美元上调至9.13美 元。该行认为,苹果最大的优势在于其庞大且强大的生态系统,虽然对2026年下半年及2027年的存储器 供应状况有所担忧,但苹果应能胜过竞争对手。因此,该行将其目标价从300美元上调至310美元,维 持"跑赢大市"评级。 ...
X @BSCN
BSCN· 2025-12-23 17:11
RT BSCN (@BSCNews)📣 Meet the platform that has single-handedly driven activity in the @BNBChain ecosystem in 2025...@fourdotmemezh is the go-to launch platform for $BNB ecosystem participants and its monthly revenue has exceeded $5 million despite a wider market pullback.We've made the ultimate guide to this popular platform so you can understand what it is, how it works, and how to get started ⬇️https://t.co/kFAcTJWSFC ...
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BSCN· 2025-12-23 09:50
RT BSCN (@BSCNews)🔷 A full guide to the hottest mini-apps in the @ton_blockchain ecosystem...Platforms like...@hamster_kombat@notcoin@CatizenAIand others... have taken over the $TON ecosystem in the past few months/years.We've built a list of the hottest platforms so you can stay on top of this crazy L1's world ⬇️https://t.co/UeYCcX57S4 ...
X @BSCN
BSCN· 2025-12-23 02:49
🔷 A full guide to the hottest mini-apps in the @ton_blockchain ecosystem...Platforms like...@hamster_kombat@notcoin@CatizenAIand others... have taken over the $TON ecosystem in the past few months/years.We've built a list of the hottest platforms so you can stay on top of this crazy L1's world ⬇️https://t.co/UeYCcX57S4 ...
X @Sui
Sui· 2025-12-19 22:01
The sixth SheSuiTR Space features Sui Foundation ecosystem lead @chowtato for a live, unrecorded conversation on building in Web3.SheSuiTR (@sheissui):You’re invited to the 6th SheSuiTR meetup ✨In the sixth Space of our series highlighting inspiring women pushing the boundaries of Web3, our guest is @chowtato -Ecosystem Lead at @suifoundation 🌟We’ll talk about everything from her Web3 journey to the behind-the-scenes of https://t.co/fmm9rvP1XD ...
X @Sei
Sei· 2025-12-19 20:36
Sei Network Overview - Sei is infrastructure for modern markets, providing a clear operating view of the Sei ecosystem [1] - The Sei Market Infrastructure Grid maps security, capital, and access into a unified framework for enterprises and institutions [1] Enterprise Adoption - Enterprise adoption on Sei is compounding, leading to a coordinated market system [2] - This system includes capital, distribution, and infrastructure that reinforce one another across the ecosystem, forming an enterprise adoption flywheel [2]
Protecting Colombia’s endangered wildlife with Project SPARROW
Microsoft· 2025-12-19 17:31
We are here at the Magdalena River, one of the most endangered ecosystems in Colombia. There is less than 15 percent left of its original 4,000 square kilometers. Many species only live here, so if these forests disappear, they will disappear from the world.We cannot solve a problem if we cannot measure it. We know that for biodiversity experts to work, they need data. They need to go into the field, install new camera traps, install new acoustic devices, and then come back, sometimes finding out that the c ...
X @Sei
Sei· 2025-12-18 21:23
Market Opportunity - Korea is a globally important market for Sei Foundation [1] - Korea presents a massive opportunity for the Sei ecosystem due to its sophisticated user base, strong technical talent, and culture of early adoption [1] Company Focus - Sei Foundation expects its position to continue to expand in Korea [1]
X @Token Terminal 📊
Token Terminal 📊· 2025-12-18 16:57
Despite increasing competition from stablecoin-first chains, @trondao continues to command ~25% market share in the stablecoin market.Launching a chain is easy, but building an ecosystem is hard. https://t.co/MW2Glu9IB4 ...
X @Solana
Solana· 2025-12-17 22:07
RT boopable (winter arc in progress) (@boopable)I didn’t plan on writing this, But Breakpoint was too good not to write about...Breakpoint is described as a conference, but after attending my first one it's so much more than that.It’s one of the few times the Solana ecosystem actually gathers in one place, and you get to see what this community really looks like when it’s all together.What stood out most wasn’t the talks themselves, but everything that happened around them.The conversations in the hallways, ...