The market value of apple is more than 2 trillion US dollars! A number of A-share companies in the industrial chain have made considerable achievements

U.S. local time on August 19, Apple’s share price rose strongly after the opening, with the highest increase of 1.38%, and its total market value also exceeded $2 trillion. However, by the end of the day, Apple’s share price had narrowed to 0.13%, with a market value of about $1.98 trillion.

recently, Apple’s stock price has soared, which is closely related to the company’s performance exceeding market expectations. After the U.S. stock market closed on July 30 EST, Apple released a quarterly earnings report that exceeded market expectations. According to the financial report, Apple’s third quarter revenue was $59.685 billion, up 11% year-on-year; net profit was $11.253 billion, up 12% year-on-year. Both financial indicators exceeded market expectations.

on July 31, Apple’s share price soared by more than 10%, and its total market value increased by $174.587 billion compared with the previous trading day. Apple’s total market value also surpassed Saudi Aramco to become the world’s largest listed company. Apple’s closing price rose in 10 of 14 trading days from July 31 to August 19 local time. Apple’s share price has risen 58.50% this year, according to wind data. Tiktok, China, 6 tiktok, August, President Trump signed an executive order on 6 July. The overseas version of mobile apps and WeChat were threatening the national security of the United States. It will be prohibited from any transaction to any overseas American version of WeChat or its Chinese parent company after 45 days, and the threat of

to the US national security will be threatened. Forty five days after the promulgation of the executive order, U.S. individuals or entities that violate this provision will face sanctions, the executive order said. But as for how to define the so-called “transaction”, the U.S. Secretary of commerce should make it clear 45 days after the executive order is issued.

on August 7, U.S. local time, Apple shares fell 2.27%. On August 9, Guo Mingzhen, an analyst at Tianfeng international, issued a research paper, saying that according to the administrative order, Apple may be forced to remove wechat from the global app store due to the prohibition of apple from doing business with wechat. However, due to the lack of a clear definition of the scope of the ban, it is also possible that the U.S. government only requires apple to remove wechat from the US app store. Among Apple’s hardware products, the iPhone is most affected by the US government’s blocking of wechat.

Guo Mingzhen predicts that under optimistic circumstances, Apple will only remove wechat from the app store in the United States. If this is the case, it will have a negative impact on wechat users in the United States. It is estimated that iPhone shipment will be reduced by 3% – 6%, while the annual shipment of other Apple hardware devices, including airpods, iPad, apple watch and MAC, will be reduced by less than 3%.

However, CITIC Securities believes that even if the policy of banning wechat in the United States is finally implemented, the scope of its prohibition is only in the United States rather than in the world. The sales share of Apple mobile phones in the United States is as high as 44%. It is difficult for us consumers to switch to other brands, which has a greater impact on the market sentiment of apple and related industrial chains.

Apple confirmed that the launch of the new iPhone in the second half of this year will be delayed by several weeks compared with last year. But the outside world is optimistic about Apple’s new machine replacement cycle. CICC has previously pointed out that Apple’s innovation efforts and pricing strategies for the iPhone 12 are positive. From the perspective of the supply chain, the magnitude and timing of stock preparation tend to be optimistic. From the second half of 2020 to 2021, the iPhone 12 may bring the strongest iPhone cycle in recent years.

Apple’s delayed launch of iPhone 12 will delay the order. Previously, a person from a company in Apple’s iPhone supply chain told zhongzhengjun that the third quarter of last year was the peak period of Apple’s iPhone shipment, which is usually the peak season of Apple’s supply chain. Apple’s iPhone 12 has been delayed for several weeks this year, so orders for the iPhone supply chain in the third quarter of this year will be delayed. It is expected that the supply chain companies will have a good performance in the fourth quarter and the first quarter of next year.

CITIC Securities continues to be optimistic about China’s leading companies with large customer order taking ability and precision manufacturing ability, leading technology advantages, rich management experience and global layout in the industrial chain.

from the perspective of performance, wind data shows that as of the evening of August 19, 13 companies of A-share Apple concept company have released semi annual reports and 2 companies have released semi annual performance express reports. All 15 companies achieved profits in the first half of the year, of which 10 companies’ net profit attributable to shareholders of listed companies increased year-on-year.

in addition, from the perspective of stock price, wind data shows that since this year, 30 of the 42 Apple concept stocks in a share have risen, and 8 of them have increased by more than 50%.

on August 11, zhongzhengjun learned from three Apple iPhone supply chain companies in China that Apple had not lowered its iPhone 12 shipping target guidelines. On August 18, an iPhone supply chain company once again told zhongzhengjun that Apple had not lowered its iPhone 12 shipping target guidelines. Huawei mate40 concept machine exposed, Kirin 1020 + curved surface full-scale screen, beauty hanging on iPhone 12

Author: zmhuaxia