p*********e
发帖数: 217 | 1 新浪科技讯 北京时间1月6日午间消息，美国拉斯维加斯国际消费电子展(以下简称
“CES”)将在下周拉开帷幕，花旗集团分析师格伦·杨(Glen Yeung)在一份研究报告中
称，英特尔(微博)将成为本届CES展会上的焦点。
首先，大量Ultrabook超轻薄笔记本电脑新品将在CES展会上纷纷亮相，这些产品均
搭载英特尔处理器，启动速度更快，采用固态硬盘——这也是所谓的“Wintel”联盟挑
战苹果Macbook Air的利器。
格伦表示，根据他与PC供应链的讨论，所有重要PC厂商都在进行Ultrabook的设计
工作。他还指出，其中一些新设计会在本届CES展会上亮相，它们的性能相比第一代
Ultrabook设计有了显著提升，例如电池续航能力更强，芯片性能更优。
此外，英特尔称之为“Medfield”的片上系统(SOC)架构也将在此次CES大展上备受
关注。这个架构专门为手机设计。格伦表示，市场对“Medfield”架构的初期表现反应
良好，这让他“深受鼓舞”，“对英特尔在手机领域的潜力充满信心。”
但格伦也指出，英特尔第一季度销售额恐怕会让投资者感到失望。据他预测，英特
尔第一季度销售额将环比下降11%，远高于下跌6.5%的平均预期。他还表示，从与PC供
应链的讨论不难看出，由于硬盘短缺和市场需求疲软，第一季度英特尔产品产量将低于
以往同期水平。但格伦认为华尔街已经预料到市场需求疲软。
格伦维持对英特尔股票的“买入”评级，并称该股票今年应该会有一个不错的开局
。他说，尽管年中会因季节性因素的影响，产品销售可能出现低迷，但随着Ultrabook
的热销以及“Silvermont”片上系统架构的推出，英特尔股票也将跟着反弹。格伦说：
“鉴于2012年英特尔产品前景、估值水平适度以及良好的股息收益率，我们十分看好该
公司股票。” | p*********e
发帖数: 217 | 2 Shares of Apple skidded 3.6%, to $501.75, amid growing uncertainty about
whether Apple can continue its pace of trendsetting innovation. The stock's
latest fizzle was attributed to a report in The Wall Street Journal that
says Apple decreased parts orders for its iPhone 5.
That came after Citi analyst Glen Yeung last month said that cuts to Apple's
orders from its suppliers, while inconclusive, "bring into question the
strength of iPhone 5 and refocus investors onto risks in the Apple story." | p****t
发帖数: 1787 | 3 it seems that apple has been churning out new products ( not necessarily
better) at a faster pace. so could it be that they are planing on iphone 6
which transpires to reduced demand for ipnone 5 parts? | p*********e
发帖数: 217 | 4 Apple 'Cuts Are Real': Glen Yeung
Apple's sales are "good, not great," says Glen Yeung, Citigroup
semiconductor analyst.
On day that Apple shares dipped below $500 for the first time in months,
Citigroup analyst Glen Yeung said that the stock might be exhibiting signs
of being range-bound.
On CNBC's "Fast Money," Yeung said that the oft-cited issue of demand wasn't
clear.
"We can't be sure, but what I can say is: Demand isn't great. Maybe it's
just good," he said. "What we can also say is, a year ago or two years ago,
Apple had open field running with no competition, and now they have
competition."
Samsung, one smartphone maker with strong sales of its Galaxy line, was
likely to post record profits in the fourth quarter, it said. (Read More:
Why Samsung Shares Are Headed for Another Bumper Year)
Yeung also said that reports citing Apple's reduced orders from suppliers
were accurate.
"From our perspectives, those cuts are real," he said. "I think it's still
unclear why they're cutting."
Regardless of the reason for the lower orders, Yeung said that profit
margins would remain an issue.
"For a company that now faces competition but who has 75-plus percent of the
global profit pool in handsets, you've got to figure that's going to be
hard for them to sustain," he said.
Yeung's team at Citi downgraded Apple to "neutral" from "buy" on Dec. 17,
lowing its price target to $575 per share from $675.
For the near future, Yeung said, Apple shares might be heading nowhere.
"Generally speaking, when a tech stock is coming under margin pressure,
after that big pullback, it's a sideways stock for some time here, and we
think that's probably the case for Apple for a while."
【在 p****t 的大作中提到】
: it seems that apple has been churning out new products ( not necessarily
: better) at a faster pace. so could it be that they are planing on iphone 6
: which transpires to reduced demand for ipnone 5 parts?
| w*****u
发帖数: 4768 | 5 ultrabook 没啥意思，顶多也就是蚕食一下自己原有的PC市场 |
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