AAPL的ER：再显华尔街MM之黑

这是周刊昨日受到的第一版ER消息：很明显rev miss了而且guidance below不少，昨日盘后第一时间苹果股价跌倒过51.+，恐怕也是因为这个报表实在（除了可以做账的EPS超过外）都没有亮点（rev和guides双不好）：有什么理由涨？要换成别的（入前日yhoo，才miss一点点，大跌20%），早就奔40多了，可是一分钟以后，周刊接到的同一家的news就有了稍微变化。

Apple Computer (AAPL) Tops Q3 EPS, Guides Below
07-19-2006 04:31:55 PM

Apple Computer (Nasdaq: AAPL) reports Q3 EPS of $0.54, (0.44 consensus ) Revenues were $4.37 billion vs. $4.40 billion consensus.

Apple sees Q4 EPS between $0.49-0.51 versus the $0.52 consensus. The company sees Q4 revenues between $4.5-4.6 billion versus the $4.94 billion consensus.

如下，这份news改动了一些，标题就加了slightly这样的字眼了：昨日看marketwatch和yhoo上的新闻，压根儿连miss的字样或者below的字样都没有，完全是造好。今天早上美林和高盛两家霸王级机构还霸王硬上弓upgrade了苹果：苹果股价从昨日收盘的54.1愣是张到了61＋，真TMD的黑啊！

Apple Computer (AAPL) Tops Q3 EPS by 10c, Guides Q4 Slightly Below Consensus
07-19-2006 04:32:55 PM

Apple Computer (Nasdaq: AAPL) reports Q3 EPS of $0.54, 10 cents better than estimates.(0.44) Revenues were $4.37 billion vs. $4.40 billion consensus. These results compare to revenue of $3.52 billion and a net profit of $0.37 per diluted share, in the year-ago quarter.

Apple shipped 1,327,000 Macintosh computers and 8,111,000 iPods during the quarter, representing 12 percent growth in Macs and 32 percent growth in iPods over the year-ago quarter.

Apple's CEO, Steve Jobs said, "We're thrilled with the growth of our Mac business, and especially that over 75 percent of the Macs sold during the quarter used Intel (Nasdaq: INTC) processors."

Apple sees Q4 EPS between $0.49-0.51 versus the $0.52 consensus. The company sees Q4 revenues between $4.5-4.6 billion versus the $4.94 billion consensus.


写完之后发现周刊在今年年初就已经有过类似的感慨了：

从IBM，AAPL，EBAY等看华尔街MM之操纵 (图)

2006-01-18 18:37:28

http://blog.wenxuecity.com/blogview.php?date=200601&postID=6125