2016年4月30日 星期六

亞馬遜股價大漲9.57% Jeff Bezos身價暴增

蘋果股價不如預期重挫,亞馬遜卻大漲9.57% 。
Jeff Bezos再度站在正確的產業趨勢這邊。
亞馬遜 28 日公布 2016 年第一季財報,營收 291 億美元,相較去年同期的 227 億美元成長 28%;去年同期淨虧 5,700 萬美元,但該季淨利達 5.13 億美元轉虧為盈,EPS 每股盈餘也有 1.07 美元。 Thompson Reuters…
FINANCE.TECHNEWS.TW|作者:財經新報

Google is working on a computer you inject into your eyeball. Google 黑科技:將電子裝置植入眼球矯正近視


The Independent
It will even include a radio



這在加拿大似乎已經有人申請了。

Inside 硬塞的網路趨勢觀察
據國外媒體報導, Google 日前申請了一項新專利技術,該技術能把一個能從液態變固態的微電子裝置直接嵌入人類眼球,進而達到矯正用戶視力的目的。

2016年4月29日 星期五

Apple 公司 真的只會買回市面股票?沒投資新技術、產品? CEO Tim Cook 待遇太好?

我不太相信:Apple 公司 真的只會買回市面股票?沒投資新技術、產品? CEO Tim Cook 待遇太好?

Robert Reich
Apple's earnings are dropping and its shares are now trading below where they were in the summer of 2014.
That’s because Apple hasn’t been investing adequately in new technologies. It’s been coasting on global sales of iPhones and related products it periodically upgrades.
So what’s Apple’s strategy for turning this around? Apparently nothing. It just announced it’s spending $35 billion to buy back its shares of stock.
Over the past several years Apple has spent $117 billion buying back itself. Stock buybacks reduce the number of outstanding shares so each remaining share is worth more. But it’s a steroid with no lasting effect, because the remaining shares won’t hold their value unless Apple provides far more value to its consumers.
Meanwhile, Apple’s CEO, Tim Cook, raked in in $10.3 million in 2015, up from $9.2 million in 2014.
What do you think?
Apple said in a proxy filing that it exceeded maximum performance goals…
WSJ.COM|由 JOSH BECKERMAN 上傳

Facebook shares hit new all-time high as Street cheers earnings

And Facebook stock price is about 90 times its annual earnings (the stock market's overall ...



CNN
If Facebook keeps this up, Mark Zuckerberg's company could one day be worth more than Apple, Google and other Corporate America giants.
MONEY.CNN.COM|由 PAUL R. LA MONICA 上傳

2016年4月28日 星期四

億萬富豪Icahn清倉所持蘋果股份 Apple Just Plunged After Billionaire Carl Icahn Sold His Stake

彭博商業周刊 / 中文版
【即時頭條】億萬富豪Icahn清倉所持蘋果股份
億萬富豪Carl Icahn(見圖)周四表示,他已經賣出了全部所持蘋果股票,這距離他首次披露所持蘋果股份已經過了去將近三年。
Icahn對CNBC表示,他在2月份時出售了手中剩餘大部分股份。截至紐約時間下午2:11,蘋果股價下跌1.7%,市值降至大約5270億美元。截至周三的年內迄今跌幅超過7%。
根據2月份披露的監管文件。去年第四季度,Icahn出售了700萬股蘋果股票,剩餘持倉降至4580萬股,價值48億美元。他選擇降低倉位的時機恰逢蘋果股價今年開始下跌前夕,下跌主因投資人擔憂智能手機市場日趨飽和且中國市場難以持續推動蘋果的銷售成長。
在2013年8月份披露所持蘋果股份之後,Icahn就曾敦促蘋果行政總裁庫克從該公司高額的現金儲備中拿出更多錢來回饋投資人。蘋果此後加大了股票回購併增加了派息,這幫助推動其股價在2014年錄得了38%的漲幅。事情到了2015年開始變得不同,蘋果股價下跌了4.6%。(彭博社新聞)


Bloomberg
WOW.

Icahn, who first disclosed his stake in Apple Inc. almost three years ago,…
BLOOMBERG.COM

Alphabet Earnings Miss Forecasts, as a Key Google Ad Metric Stumbles.Google parent Alphabet scrutinizing 'other bets'

Alphabet Earnings Miss Forecasts, as a Key Google Ad Metric Stumbles

April 22, 2016

谷歌一季度业绩低于预期,股价大跌

科技2016年4月22日Google is in trouble with European regulators. Wall Street is not thrilled with it either.






谷歌(Google)与欧洲监管机构矛盾不断。华尔街也对其兴致索然。
The Silicon Valley company, which reorganized itself into a holding company called Alphabet last year, fell short of earnings and revenue forecasts on Thursday when it reported first-quarter results.
周四公布今年一季度业绩时,去年重组成名为Alphabet的控股公司的谷歌,利润和营收均不及早前的预测。
Revenue was up 17 percent to $20.26 billion. Net income was $4.2 billion, with earnings excluding certain items coming in at $7.50 a share, compared with analyst expectations of $7.96.
今年一季度收入202.6亿美元,增加17%。净收益42亿美元,除去特定项目的每股盈利为7.50美元,低于分析人士预期的7.96美元。
As soon as the news was out, the stock fell $40, or about 5 percent.
消息一出,公司股价下挫40美元,跌幅约为5%。
One culprit for the disappointing report: aggregate cost per click, a crucial measure of Google’s advertising business, fell 9 percent from 2015.
业绩令人失望的一大元凶是:作为谷歌广告业务关键的衡量指标,平均每点击成本比2015年下降9%。
Nearly all of Alphabet’s revenue and all its profits come from the core Google search and advertising business. Revenue from what the company calls “Other Bets” was $166 million, more than double what it was in the first quarter of 2015. But losses for Other Bets rose to $802 million from $633 million.
Alphabet几乎所有收入和全部盈利都来自核心的谷歌搜索和广告业务。源自“其他赌注”的收入为1.66亿美元,比去年同期增加一倍多。但其他赌注的亏损也从6.33亿美元升至8.02亿美元。
Aside from the troubles in Europe — antitrust authorities there said this week that the company was unfairly using its Android mobile software to promote its products over those of rivals — the last year has been generally sweet for Google fans.
欧洲反垄断机构本周表示,Alphabet利用其Android移动软件推销自身的产品,不正当地打压竞争对手。不过,抛开在欧洲的麻烦,去年总体上对谷歌的追捧者来说相当甜蜜。
The company brought in Ruth Porat from Morgan Stanley as chief financial officer, a sign it wanted to rein in spending. The results for the second quarter of 2015 offered evidence that the core advertising business was succeeding on mobile, igniting one of the largest one-day jumps in capitalization for a Nasdaq stock ever. A reorganization in the fall that separated the core business from the ambitious “moonshots” was met with approval by investors and analysts.
该公司从摩根士丹利(Morgan Stanley)挖来了露丝·波拉特(Ruth Porat)担任首席财务官。这一迹象表明它想控制开支。2015年二季度的业绩证明,核心的广告业务正在移动端取得成功,促成了纳斯达克史上名列前茅的市值单日增幅。去年秋天,公司将核心业务和雄心勃勃的“登月”项目分离,而这一重组得到了投资者和分析人士的一致支持。
Euphoria cannot last forever, though, and recently some headaches have emerged. An inability to release new products has plagued an acquisition, the thermostat company Nest. Bought for $3.2 billion in early 2014, Nest has struggled to expand its product line amid corporate infighting.
但欢乐不会永远持续下去,最近便出现了一些令人头疼的问题。无法发布新产品的情况困扰着被其收购的温控器企业Nest。这家公司于2014年初被谷歌以32亿美元纳入旗下,却因企业内斗而无力扩充产品线。
Another question hanging over Google is its ventures in cloud computing. This is the growth market where Amazon is far ahead and Microsoft is mounting an aggressive challenge.
笼罩在谷歌头顶的另一个问题是其在云计算领域的尝试。在这个成长型市场,亚马逊(Amazon)遥遥领先,微软(Microsoft)也正在发起咄咄逼人的挑战。
Google is far behind at No. 3, or perhaps even No. 4 after IBM, said John R. Rymer, an analyst at Forrester Research. Last fall, Google hired Diane Greene, an industry veteran, to run all of its cloud businesses.
弗雷斯特研究公司(Forrester Research)的分析师约翰·R·里默(John R. Rymer)称,谷歌远远落后,目前处在第三位,甚至是IBM之后的第四位。去年秋天,谷歌请来业内资深人士戴安·格林(Diane Greene)负责所有云业务
“This is their third try to really become a cloud powerhouse,” Mr. Rymer said. “They certainly seem more serious this time, but we’ll have to see if they move beyond digital natives to airlines, utilities, trucking companies, governments — the enterprises where the real money is.”
“这是他们第三次尝试真的变成一个云巨头,”里默说。“这一次他们看上去的确更认真,但他们是否会从数字原住民发展到航空、电力、载重汽车运输、政府这些真正赚钱的领域,还有待观察。”
翻译:陈亦亭

Google parent Alphabet scrutinizing 'other bets'



SAN FRANCISCO — Google parent Alphabet is scrutinizing its "other bets," those speculative businesses that are now run separately from Google's lucrative advertising business.
"We continue to rationalize our portfolio of products to ensure we efficiently and effectively," Alphabet Chief Financial Officer Ruth Porat said during the first-quarter earnings call on Thursday, hinting that poor performers may find themselves on the chopping block.
Other products or projects are not escaping scrutiny either.
"In certain areas where we have had multiple teams developing different approaches to a similar technology, we have been evaluating how to rationalize these approaches, enabling us to increase investments around a smaller, more focused set of opportunities," she said.
The remarks came as growing losses from the tech giant’s investments in speculative new businesses overshadowed Google's booming advertising business and caused the company to miss Wall Street forecasts.
Revenue from "other bets" doubled to $166 million, primarily generated by smart gadget maker Nest, life sciences research organization Verily and speedy Internet provider Fiber. But the operating loss widened to $802 million from $633 million, spooking investors.
Recent reports suggest Alphabet is taking a hard look at certain investments such as robotics.
Porat reminded analysts that other bets are "pre-revenue."
"We continue to invest across these opportunities, doing so in a disciplined way," she said.

2016年4月27日 星期三

Blame 26% decline in China's sales for lion's share of Apple's loss;德語媒體:蘋果過分依賴中國市場

Blame 26% decline in China's sales for lion's share of Apple's loss

Apple's sales in China tumbled in the second quarter after currency headwinds hurt Hong Kong sales, the company said in Tuesday's earnings.
"The vast majority of the weakness sits in Hong Kong," Apple CEO Tim Cook told analysts in an earnings call. "The Hong Kong dollar being pegged to the U.S. dollar, and therefore it carries the burden of strength of U.S. dollar. And that has driven tourism, trade and international shopping down significantly compared to what it was in the year ago." 
The company reported quarterly earnings and revenue that missed analysts' expectations, with revenue declining year-over-year in every region. But China saw the biggest share of declines: Greater China sales, once the tech giant's fastest growing market, fell to $12.49 billion in the second quarter, the company said, a 26 percent year-over-year decline.
Excluding Hong Kong and Taiwan, mainland China saw sales decline 11 percent on a reported basis, and 7 percent on a constant currency basis, Cook said. But people need to look under the numbers, Cook said, as LTE adoption increases and more Apple stores open in the region.
"When I look at the larger picture, I think China is not weak as is talked about," Cook said. "I see China as ... a lot more stable than what I think is the common view of it. We remain really optimistic about China."
Chief financial officer Luca Maestri said the business in China was "better than the numbers might suggest."
"We had significant inventory channel reductions and currency weakness which affected our reported revenue," Maestri said in an earnings call. "Keep in mind that we were up against an extremely difficult year-ago compare when our mainland China revenue grew 81 percent. We remain very optimistic about the China market over the long-term, and we are committed to investing there for the long run."
But speaking in January, Cook warned that the company had seen "some signs of economic softness" in the Greater China region.
That business segment, which includes mainland China, Taiwan and Hong Kong, is a key area of growth for the U.S. tech giant, but Cook acknowledged in January that it had been something of a "turbulent environment." China has seen its pace of economic expansion slowing in recent quarters, and its stock markets have taken investors on a roller coaster ride during that time.
"Something's wrong in China," Gene Munster, managing director and senior research analyst at Piper Jaffray, wrote in a research note after the earnings. "Guidance appear negatively impacted by a sharp deceleration in China ... Overall we see few bright spots in the March report and June guide."
Beyond macroeconomic factors, Apple's position in China is under fire by domestic firms, and it could even see the government in Beijing crack down on its success in the country.
Speaking with CNBC earlier this week, billionaire Chinese entrepreneur Jia Yueting said Apple is "outdated," and charged that it has not been innovating at a sufficient pace.
"One of the most important reasons [for slowing sales] is that Apple's innovation has become extremely slow," he said. "For example, a month ago Apple launched the iPhone SE. From an industry insider's perspective, this is a product with a very low level of technology...We think this is something they just shouldn't have done."
Cook admitted in the earnings call that the smartphone market was not growing but attributed it to a passing "overhang of the macroeconomic environment in many different places in the world."
And Cupertino, California-based Apple could face increased scrutiny from Beijing, which has sought to exercise control over many other U.S. tech companies.
"I'd be very surprised in five years' time if we see Apple having the kind of access to the Chinese consumer that they presently enjoy," Ian Bremmer, founder and president of the Eurasia Group, told CNBC's "Squawk Box" on Monday.
But Cook has continued to sound an optimistic note on China throughout that time. Tuesday's report showed what Cook called "tremendous" success of Apple Pay in China, for instance. Drexel Hamilton analyst Brian White said even after the earnings, he was looking forward to new geographic opportunities in certain Chinese cities.
"Beyond the short-term volatility, we remain very confident about the long-term potential about the China market and the large opportunities ahead of us, and we are maintaining our investment plans," Cook said in January, adding that he does not "subscribe to the doom and gloom kind of predictions."
—CNBC's Josh Lipton contributed to this report.


德語媒體:蘋果過分依賴中國市場

蘋果週二公佈最新財報,其營收創下13年以來最低紀錄。德語媒體分析認為,除了孤注一擲地投注精力在其明星產品iPhone外,過分依賴陰晴不定的中國市場也是蘋果公司的重大失誤。
Australien Sydney Apple Store
(德國之聲中文網)蘋果週二公佈2016年第二財季業績,該公司營收13年來首次出現下滑。《世界報》分析了箇中原因認為,蘋果最大的失誤是在iPhone這項單一產品上傾盡資源,而過度依賴中國市場則是蘋果的第二大錯誤。
該報寫道:"蘋果太過依賴陰晴不定的中國市場作為其增長動力。該公司執行長庫克早已宣布,中國很快將成為蘋果最重要的市場。如今的中國已是全球最大智能手機市場。蘋果去年超過半數的銷售增長皆仰仗中國。最新季度中,蘋果在中國的營收佔整體營收近四分之一。"
德國《明星》周刊也認為,蘋果過於依賴"混亂"的中國市場。該報指出,沒有一個市場如同中國市場這般,iPhone等蘋果產品被視為身份象徵,與此同時也沒有一個市場的競爭如此激烈。
"在中國,越來越細緻、精良的產品互相削價競爭,這是各企業迄今在本國內難以想像的情況。包括小米機在內的許多品質不輸iPhone的手機,在中國的要價極低。而且隨時都有其它智能手機製造商加入市場。"
Ein Mann benutzt ein Apple iPad und ein iPhone
德語媒體指出,蘋果產品在中國被視為地位象徵
《世界報》指出,庫克曾經多次造訪中國,以提高其重要性。中國不斷增長的中產階層將為蘋果帶來更多買家。根據該公司的內部預測,截至2020年,中國的中產階層人數將增加至5億人。
然而,作者筆鋒一轉指出,"幾乎沒有一個市場像中國那樣難以捉摸"。"蘋果在過去幾週內也有過親身經歷。中國監管機構強迫該公司,中止半年前在中國推出的電子書和影片在線銷售。"
"iPhone 6在中國上市時也經歷了推遲,原因是未取得所需的許可。據蘋果的說法,中國政府甚至要求蘋果向其公開作業系統的原始碼,但遭到該公司拒絕。"
"從蘋果的財報看來,該公司在中國的運營如同在坐過山車。去年前三個月,蘋果在華營收還增加了70%,但今年初開始卻萎縮了26%。"作者提出疑問:"在中國做生意究竟有多少可預測性?蘋果最終得向中國政府做出多少讓步?該公司是否又願意讓步?"文章最後還特意點出,谷歌在2010年退出了中國市場,Facebook和推特在中國都被封鎖。
摘編自其他媒體的內容,不代表德國之聲的立場或觀點
  • 日期 27.04.2016
  • 作者 張筠青(摘編)

2016年4月26日 星期二

Car making should be left to established carmakers, not tech firms (The Economist)

Ford's CEO says the company has a "working assumption" that Apple is developing a car. Last year we wrote that the tech firm should steer clear of the motoring industry and stick to what it knows best

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