伯恩斯坦：小幅提高对苹果(AAPL.O)Q3的预期 预计Q4动力与阻力同在

能源价格一直是美国CPI上涨的主要因素，但当能源价格下跌时，通胀仍然居高不下。有分析称，这其中真正的原因是食品饮料成本的不断增加。汽油价格实际在俄乌冲突近一年之前就开始上涨，食品和饮料价格亦是如此。当汽油价格飙升时，人们可以减少开车以节省一些钱，但无论食品价格涨多高，要减少养家糊口就要困难得多。分析还称，为了让股市真正扭转当前的下跌趋势，食品和饮料价格需要下跌，消费者才能继续消费。此外，与货币政策相比，财政政策对通胀的影响更大。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/406/w800h406/20220718/3b3a-debbe3f0c8c56a99a392fc04e8577351.jpg"]},"commentid":"live:finance-152-2744466:0","compere_id":0,"creator":"mingyu@staff.sina.com.cn","mender":"mingyu@staff.sina.com.cn","create_time":"2022-07-18 23:36:01","update_time":"2022-07-18 23:36:14","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"159945","key":"u80fdu6e90"},{"market":"cn","symbol":"sh000807","key":"u98dfu54c1u996eu6599"},{"market":"fund","symbol":"515170","key":"u98dfu54c1u996eu6599"},{"market":"fund","symbol":"159843","key":"u98dfu54c1u996eu6599"},{"market":"global","symbol":"hf_rb","key":"u6c7du6cb9"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-07-18\/doc-imizirav4248767.shtml","docid":"mizirav4248767"}","old_live_cid":"0","tab":"","tag":[{"id":"8","name":"其他"},{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-07-18/detail-imizirav4248767.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2744465,"zhibo_id":152,"type":0,"rich_text":" 【伯恩斯坦：小幅提高对苹果(AAPL.O)Q3的预期 预计Q4动力与阻力同在】伯恩斯坦分析师Toni Sacconaghi小幅提高了他对Q3的预期，原因是该季度供应好于预期、中国需求健康，但被不断增加的汇率阻力抵消。他预测服务业务将增长12%，主要受广告业艰难竞争和应用商店增长乏力影响。他预计苹果Q4有相互冲突的力量在发挥作用。一方面，若制造业在Q4更加良性，苹果可能在Q4实现胜预期的环比增长，这也得益于部分库存补充。另一方面，消费者日益疲软和汇率不利因素可能拖累业绩。他怀疑，任何指出Q4较上年同期增长至少达到个位数的评论都可能被视为利好。