129756342046406250_74Hexun homepage established mobile phone version of the stock/fund market for micro-blogging news blog live small company stocks the major new share placements by gem new third sector brokers New York themesBulletin deal prompted the financial calendar of earnings release memo block trade in thousands of shares of financial market Center collection of funds flowing to new share purchase financing Twitter pioneer financial management training in the daily limit of the unit gather Forum hexun.com stock > body font size print RSSMarch 07, 2012 from: financial investment author: Mei Jing Wen Mei Jing rivers and Lakes there is: master retreat debut, means some sort of magic power developed. Absolute dominant Apple tablet computers, March 7, at 10 o'clock (local time) will be officially launched next-generation iPad whichWill set off a new wave of Apple.
In a-shares, now and in the future before "Apple stocks" will usher in a new round of Carnival. IPad3, set off a wave of a-share Apple concept on March 7 (local time) for Apple fans around the world is a day worth cheering: Apple will be located in the United States grass of San Francisco Art Center of newGeneration iPad release, Apple storms will hit again, the a-share market related stocks will once again benefit from the Apple. Apple benefit four seas since Apple first open mobile Internet era "touch revolution", its popular products, stock prices are soaring, has set a record high. Recently, Apple's market value exceeded $ 500 billion for the first time,For the United States sixth worth over US $ 500 billion in the history of the company.
In a-shares
tera gold, Apple stocks have also become the focus of attention of all funds, especially newly-listed ring XL electronic (601,231 shares) amounted to An Jie technology (002635, unit), and even attracted to body heat-holding. "A stock market related stocksApple has great impact, whether it be Apple market value exceeds US $ 500 billion, or iPad3, coming soon, the good will drive a-share market of Apple stocks rose.
"Anthony Peng ping an securities analyst said. Recently, dual introduced in Apple's stock price soared and iPad3 stimulated by positive news, the a-share market Apple cyclone blew a share,Stocks have risen. Among them, the total $ 2.305 billion worth of contracts signed with ZTE Yu Shun electronics (002289, unit) drag racing six consecutive daily limit, again covering the daily limit yesterday. Ring XL electronic subject of capital concern since listing, up 53% from the first day, 9 days after listing in the daily limit of three. Furthermore, LEYBOLD high-tech Electron (000823, unit) stocks such as deep tianma, a trend also is excellent.
Industry insiders said, new products such as iPad and iPhone market
tera gold, will be sent to its industrial chain links to good, all domestic listed companies will benefit. Industrial long chain opportunities last month, Apple announced 156 suppliers list for the first time, included the AppleFruit suppliers list a-share listed companies only have An Jie technology company (002594, unit) two, also including the headquarters in China listed on the Hong Kong Exchange Company Kunshan long AAC technology and non-listed company Tianjin Lishen Lan Si technology. Song acoustic (002241, unit) set precision (002475, unit) the two listed companies are generally consideredIs Apple's suppliers. On the a-share market, Apple stocks team is much larger. Specifically, LEYBOLD high-tech (002106, unit) Yu Shun electronics electron is mainly engaged in production of touch screen; aluminum clouds of Liyuan metal (002182, stock) and jinli technology (002464, unit) provided case materials; telling holdings (000829, unit) aishide (002416, stock) and suning appliance (002024, unit) for Terminal sales; changyuan Group (600,525, unit) mainly provides circuit protection components for Apple products, spread Bo Rui (600,880, unit) and depending on the network (300,104, unit) is mainly engaged in software APP forShould be. Song acoustic provide miniature microphone for Apple Bluetooth audio products. New ring of Asahi Kasei electronic supplies for Apple iPhoneiPadMacbook WiFi wireless module products required for full range of network cards and other products. China Unicom (600,050 unit) as a service operator, is also a popular Apple Sales mainOne of the beneficiaries.
Furthermore the precision of a subsidiary for Apple to offer iPad connector product; desay battery (000049, shares) owned by blueway consists mainly of power management. Obviously, the industry chain of the most popular is the touch screen. Love building stock Zhu Zhiyong told reporters: "the current economic situation still face uncertainty, the electronicProduct sales will have a certain impact. By contrast, Apple products are unique, on this are more optimistic about the market, so the performance of listed companies of certainty involved in Apple production chain is higher and non-intervention is mainly seen on the orders of the company. Such as touch screens
tera gold, while Apple's supplier of listed companies are not directly, but global smart phone and TabletHot, also make the surge in domestic demand for touch screens, ZTE now (000063, unit) companies such as Huawei smartphone sales and popular. Therefore, domestic touch screen manufacturer LEYBOLD gaokeoufeiguang (002456, unit) Yu Shun electronics and other stocks will also benefit. "In addition to touch screen, Apple's new product launch also led LCD PanelBatteries, as well as some of the industry's rapid growth. Such as battery packs, the same as selling brings its strong growth in demand for mobile terminals, which brings a great opportunity to the appropriate enterprise, xwoda (300,207, unit) of desay battery and so on. Disclosure of listed companies and related announcements are also displayed, mobile computer connector manufacturers state the precision, increases120%~150%; cell phone song acoustic electro-acoustic devices increase to 80%~100%.
Need to match the performance and valuation, Outlook investor participation in Apple stocks operations, should pay attention to what issues? Zhu, Zhiyong pointed out: "stocks Outlook towards more under the influence of corporate orders or performance,After all the concept after the hype, the market will eventually return to measurable results, with the support of good performance, stocks in order to persistently strong. LEYBOLD-tech before, because performance is less than market expectations led to share price decline. "CIC securities to an industry analyst also noted that:" domestic Apple production in the entire industry chain in the low end of the company, if the performance is not up toTo market expectations, their performance can only be a Flash in the Pan, Outlook is unsustainable. "It is understood that China Apple industry chain in the whole industry chain in the low end of the company, profit only Apple-2% of output value, Taiwan is about 5% per cent, industrial chains, baseband processor memory chip IC, and LCD touch screen cost is relatively high, in the distribution of profits, AppleTake the largest share.
From the historical law, company is alternative to low-end of Apple industry chain is highly likely. "A-shares in current Apple relative industrial chain company valuations are still high, behind if performance is difficult to support, does not exclude the possibility of valuation fixed. You know, even if the Apple share price as high as $ 500, but its value is not high compared with profit."These analysts further added. It is learned that Apple only 15 times times last year's earnings. In contrast, Google trades at 21 times times last year, standard and poor's 500 index earnings to 14 times.
However, standard and poor's index of 500 stocks, only a very small number of company's profit growth to match with Apple. IPad3 new big pushMeasurement in the next generation iPad product to determine before the release date, new market for iPad3 may feature a bold speculation.
Following is a functional prediction of market participants for iPad3. Speculation a higher resolution display iPad3 is promoted to full 2048x1536 pixel high screen resolutionLevel of the Qing dynasty, and used sharp IGZO (Indium Gallium zinc oxide) Panel displays the effect than the iPad2 has a mass of lifting. Retina retina screen. In addition, because the resolution upgrade, brightness requirements are higher, may be equipped with a pair of LED luminotron. Retina display panel switches (IPS) technology to achieve a standard LCDMonitor a broad perspective. This means that you can use almost any way effects for holding can be gorgeous. Great for sharing photos with friends, or in control while playing a driving class and flight games. Not only that, Retina display renders contrast screen 4 times in the past times, bright and dark light to a more stable, everything looks more beautiful.Speculated the second upgrade of Apple system version is affected by so many fans sought after, most benefited is also home of the iOS system. Upcoming Apple iPad3 may upgrade in System. The upgrade in addition to improvements in system versions, will also increase in functionality, just like on the Apple iPhone 4S miningSiri Assistant speech in which there is likely to be, in addition to higher resolution makes the built-in software improvements, therefore we believe that Apple iPad3 system and built-in software is different from the works of previous generations of Apple iPad2. Wall Street Journal speculated that three (blog, Twitter) News confirmed: iPad3 support4G LTE, including United States carriers Verizon and ATT. News that the two United States carriers it would sell support 4G network technology, the next generation iPad, while relying on your own 4G network for the next generation iPad with 4G wireless Internet service. Which mobile network will set off a new wave of investment. 4G network is the communications industry in the future development ofTrend series Apple iPad Tablet for 4G network application will be the future direction of development of a mobile terminal, so as to keep pace with the times. Optimization of speculate that four more hardware watch now flagship phone has dual-core 1.5 GHz and the iPad2 or dual core 1G CPU, more screens, more cool effects, CPU upgrades are necessary.
Dual-core it should be said that last year a mainstream, is the benchmark for tablet computers last year, and this year, quad-core should be a sign of this configuration, and vane is bound to lead to flat market this year. From the the iPad1 iPad2, processor upgrades for performance improvements provided an important guarantee of the tablet. Currently AndroID Tablet has four nuclear age, and if iPad3 full HD Retina display is bound to upgrade the processor, Apple's summary of the Conference in the past, iPad3 is likely made of Samsung Apple quad-core processor A6. Apple's main competitor product features competition Amazon Kindle FirE Kindle Fire's biggest advantage is price. It is hard to imagine the Tablet PC price will be $ 200. Of course, its specifications are not superior, feels very slow at times, but that's a good price of product experience. Another key feature is the ability to access Amazon Kindle Fire Prime and streaming video services. Apple have ITunes, ultra low cost flat rate but do not have their own proprietary services.
Kindle Fire Amazon raised their own Silk Browser browser, the browser through buffer structure to improve Internet speed, but the result is really good or debate. ASUS Transformer Prime tRansformer Prime with Nvidia quad-core processor, in theory, its processor core than iPad chip more than two cores. But Prime's best feature is its detachable keyboard makes it being a virtual notebook, pick up Eee keyboard base, battery life for up to 18 hours, even if the user does not supplyTo ease of use. Prime running the Ice Cream Sandwich, effective balance between the Smartphone and Tablet PC user interface.
Ice Cream Sandwich is it has a real advantage for the time to prove it. ASUS Padfone Padfone may be ASUS gimmick stuff, but IASUS should trust, Padfone concept, after all, more daring than the Transformer concept. Padfone using the Tablet components, screen size bigger. As with the Transformer, Padfone carry Eee keyboard base, variable notebook. Padfone configure a stylus headset with BluetoothConnect with the Tablet/phone, when the phone and the base connection, users will be able to answer the phone. Samsung Galaxy Note 10.1 Galaxy Note 10.1 the main advantage is the S-Pen stylus, very easy on the big screen. S-Pen stylus has improved, the top "Eraser", ease ofImproved. Ice Cream Sandwich operating system running. As with a lot of competitive products, Galaxy Note 10.1 configuration 2 million pixel high quality front-facing camera. IPad2 does not have this feature, hope the iPad3 solves this problem, missing front camera has become an obstacle to high quality video chat.RIM launched the PlayBook after 2.0 RIM upgrades the software, PlayBook runs very smooth. From the deep integration to social networking contacts and calendar to calendar visual clues, RIM has to show her attention to detail. Recently, RIM published Mobile Fusion services, The PlayBook supports their e-mail, which changes the IT Manager's views on the RIM.
RIM recently launched send "kill" command to delete data, but does not delete the personal information, is a major step towards the right direction for RIM. ==== ===== Hua Rong hexun blogger discussion: if I were two sessions, on behalf of my fiveProposal for "live" hundred up to real time interpretation of market trend analyst: exposure in March the hottest stocks solemnly reminded of Shenzhen Stock Exchange on the old shareholders, a researcher at the last straw on Wednesday revealed that overwhelmed the market collapse of the a shares can withstand external market opportunities hidden in what sectors? Old clients: market were mixed depending on who's face?
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