TSMC actually did another thing after announcing its Q18 profit forecast.

It's just that they didn't choose to make as much noise as the announcement of profit forecasts.

It's low-key.

FROM NOW ON, WE WILL UPGRADE THREE 7NM LITHOGRAPHY PRODUCTION LINES INTERNALLY AND ACCELERATE THE NT$200 BILLION 5NM WAFER FAB PLAN.

There is no indication of any direction, such as an increase in orders, such as a possible increase in profit expectations.

However, after being discovered by a careful analyst on Wall Street, it silently spread to the circle, allowing more people to conduct a certain analysis of this news that did not have a clear direction.

Afterward, Wall Street analyst Katie Hughes wrote on her social media:

"When we are looking forward to the sharp rise in sales of Apple's new iPhone X, TSMC has felt from the cancellation of large-scale orders that the expected sales of iPhone X products will be much lower than our expectations.

Other analysts sent notes to their clients.

"According to the current market reaction and TSMC's response measures, we have reason to believe that the so-called 'exciting' and 'proud' product of the iPhone X has failed in the market, and TSMC has set its sights on Xiaomi Y, a product that performs very well in the market;

As a result, Apple's downward trend is expected to continue. ”

In short, not very optimistic about Apple.

To be honest, about the handling of the big wave time at night, the whole world is actually about the same, idle eggs hurt, or seem to hurt eggs.

Therefore, the relevant news of Wall Street analysts and the news that TSMC did not disclose to the outside world have become the second wave of hot spots.

"THREE NEW 7NM LITHOGRAPHY PRODUCTION LINES? AT PRESENT, THERE ARE 7NM PRODUCT SERIES IN THE WORLD, AND IT SEEMS THAT ONLY HUAXIA'S XIAOMI IS SUCCESSFULLY COMMERCIALIZED. ”

"Is it fair to say that TSMC will take the initiative to embrace Xiaomi, which is performing better and better in the market?"

"TSMC should have a hunch that its profit expectations are too low and choose to open up more business possibilities. ”

"Apple, it's a real pill!"

"Cook Bitter F. ”

"Let's hope Apple can respond more positively!"

“......”

I've already had a wave of apples, so this time, I didn't target apples much, but the feeling of disappointment was overflowing between the lines.

............

............

At lunch, Lu An learned about TSMC's public news from the news of smart screening on his mobile phone, which was not too surprising.

No comments were made, and no particular attention was paid to how things went, and after all, the Apple building had already collapsed once, and the second crumbling collapse was also reasonable.

In the morning, when I went shopping, I was especially happy with the blingbling items.

From Central to Causeway Bay, it's almost impossible to miss a single big-name jewellery store.

Not only that, but each family has selected several representative works to take away.

It's only a thousand and 20 million, a small amount of pocket money, and it is difficult for Lu An to raise his eyelids.

Yan Yan was very concerned about Xiao Lu Mi's thoughts, "Xiao Lu Mi, why are you buying so much jewelry?"

"Good looking, blingbling. ”

Xiao Lu riddle answered as a matter of course.

This sentence made Lu An raise his eyelids and look at Xiao Lu Miri, he didn't know what kind of medicine she was selling in her gourd, he remembered very well that when he counted the greeting gifts he received, he had diamond gifts, and he was disgusted by Xiao Lu Miri.

In the afternoon, Yan Yan took Lu An and Xiao Lu Mi to visit some small streets and alleys that are not much paid attention to, and experienced some unique cultural ...... in Hong Kong

............

............

On Sunday night, the day after TSMC announced its negative profit forecast, China time, Morgan Stanley, a top investment bank on Wall Street, lowered its forecast for iPhone sales in 1Q18.

That's 24 million to 32 million, which is lower than the previous average of 43 million units.

Note that this is an expectation for the sales of Apple's entire iPhone lineup.

In other words, Morgan Stanley didn't even think about lowering its sales forecast for the iPhone X alone.

Morgan Stanley analysts also said: "We expect Apple to report a report that is in line with expectations for the quarter, but for the first quarter of next year, our consensus is to lower the ............"

Morgan Stanley's influence in Wall Street investment banks is unknown.

The minimum global sales forecast of 24 million for the entire quarter will have a considerable impact on Apple's stock price, Apple's investment, and so on.

Most importantly, Apple was once the number one company by market capitalization.

That's right, after six consecutive days of decline, Apple's market capitalization is already lower than Amazon, Google, and Microsoft.

Even after a slow and steady stock price this week, Apple's market value has been in the process of falling.

The consensus of most investment banks around the world, not just Wall Street, is that Apple must release some strong boost if it wants to change its current very ugly stock market performance.

For example, the publication of quarterly financial reports.

Obviously, now is not the time to calculate the profit for the quarter.

And only at the end of last month, the financial results for the third quarter of '17 were announced.

Then the rest is up to Apple's board of directors to decide.

Therefore, the dismal profit forecast announced by TSMC can be regarded as adding a handful of frost to Apple's market value, and it has directly entered the cold winter.

The related heat for two consecutive days naturally sparked heated discussions in the Huaxia Continent.

Some financial news channels have spared no effort to report, inviting experts, scholars, and professors from all walks of life to conduct a series of analyses on Wall Street, TSMC, and so on.

Anyway, the financial channel doesn't do this kind of thing.

Some experts said that based on past experience, Apple may make a major announcement next Monday - something the whole world knows.

Some professors also said that they are still optimistic about Apple's future, because Apple is an excellent technology company and has the ability to deal with such a situation. – This is also something that the whole world knows.

Anyway, the so-called financial report is to quote a lot of useless professional terms to analyze some simple truths.

The summary is just one sentence.

Eggs are useless.

"Apple's stock price has fallen, TSMC's dismal profit expectations, why is it all related to Xiaomi Y? Is it because I use Xiaomi Y?"

"Don't go upstairs, I'll use it too!"

"Wait, my Xiaomi Y Premium Edition is on its way!"

I just want to know if Apple is still saved, and I also bought 100 shares of Apple's shares!"

"I caught a big tyrant, and I was able to speculate in U.S. stocks, more than 13,000 US dollars for 100 shares, a lot of money. ”

“......”

Huaxia netizens have a major feature, the crooked building skills are very, very good, they can be pulled from the left to the right in minutes, and there is no sense of disobedience at all.

According to all the news, Apple may already be preparing to make a big move.

But it's really hard to say what will happen before the big admissions effect.

............

............

Monday, November 20th.

Early in the morning, Yan Yan went to the University of Hong Kong to finish all the affairs of the school.

Lu An is going to take Xiao Lu Mi to visit Tan Benhe at the right time, and if the time is convenient, he may also go to No. 2 Tim Mei Road in Admiralty to visit Ms. Lin Cheng.

Routinely looked at the relevant messages on the phone.

Lu An muttered.

"Apple is going to make a big move. ”

"But let's see it collapse twice!"

Lu An's intuition told him that Apple would probably languish for a long, long time because of the existence of Xiaomi Y.

No boost in the news will turn things upside down.

Therefore, he also has a little other thoughts, but it is not yet time to sit and watch it rise Zhu Lou, sit and watch it collapse, and watch it collapse for the second time!

=========

The second shift in a hurry, my head exploded, and my mother was mentally retarded.

Broken bowls.

PS: Push the book "Literary Masters: The Chinese Craze", if you like it, you can take a look.