Elon Musk Wowed By Apple's Biggest Stock Buyback — Will Tesla Follow Suit Or Remain Stuck In 'Category 5' Storm?
Elon Musk Wowed By Apple's Biggest Stock Buyback — Will Tesla Follow Suit Or Remain Stuck In 'Category 5' Storm?
Apple Inc. (NASDAQ:AAPL) reported a modest beat on its quarterly earnings and issued June-quarter revenue guidance that wasn't as bad as feared. The stock, however, took off thanks to the company's generous shareholder return plan. Apple hiked its quarterly dividend by 4.17% and announced its biggest-ever stock buyback, which surprised even Tesla's Technoking.
蘋果公司（納斯達克股票代碼：AAPL）報告稱，其季度收益略有增長，併發布了6月季度收入指引，但沒有人們擔心的那麼糟糕。但是，該股的騰飛要歸功於該公司慷慨的股東回報計劃。蘋果將季度股息提高了4.17％，並宣佈了有史以來最大規模的股票回購，這甚至令特斯拉的Techniking感到驚訝。
What Happened: News of Apple's massive $110 billion stock buyback program was posted online by global capital markets commentator The Kobeissi Letter. The iPhone maker's largesse toward shareholders caught the eye of Tesla CEO Elon Musk. He simply replied "Wow" to the post by The Kobeissi Letter.
發生了什麼：全球資本市場評論員《Kobeissi Letter》在網上發佈了有關蘋果大規模1,100億美元股票回購計劃的消息。這家iPhone製造商對股東的慷慨解囊引起了特斯拉首席執行官埃隆·馬斯克的注意。他只是對《Kobeissi Letter》的帖子回覆了 “哇”。
The Kobeissi Letter replied to Musk saying there's a trend of big tech companies ramping up buybacks, with U.S. stock repurchases expected to cross $1 trillion for the first time ever this year. "All eyes are on Tesla..." it added.
科貝西信函回覆馬斯克說，大型科技公司有加大回購力度的趨勢，預計今年美國股票回購量將首次突破1萬億美元。它補充說：“所有人的目光都集中在特斯拉身上...”
Big tech stock buybacks are ramping up and total US stock buybacks are set to cross $1 trillion for the first time ever this year.
— The Kobeissi Letter (@KobeissiLetter) May 3, 2024
All eyes are on Tesla...
大型科技股回購正在加大，今年美國股票回購總額將首次突破1萬億美元。
— Kobeissi Letter (@KobeissiLetter) 2024 年 5 月 3 日
所有人的目光都集中在特斯拉身上...
Tesla's Buyback Dilemma: In 2022, Tesla faced pressure from investors to initiate buybacks to lift its stock price. Musk mentioned in October 2022 that a $5 billion to $10 billion buyback for 2023 was discussed "extensively" by the board. However, the capital-intensive nature of the electric vehicle industry necessitates constant investment in production.
特斯拉的回購困境：2022年，特斯拉麪臨來自投資者的壓力，要求其啓動回購以提振股價。馬斯克在2022年10月提到，董事會 “廣泛” 討論了2023年50億至100億美元的回購。但是，電動汽車行業的資本密集型性質要求對生產進行持續的投資。
Currently, Tesla is navigating a "Category 5 storm" of waning demand and fierce competition, making capital preservation even more crucial.
目前，特斯拉正在經歷需求減弱和激烈競爭的 “五類風暴”，這使得資本保值變得更加重要。
Cook Draws Some Flak: Not everyone is applauding Apple's buyback plan. Some social media users criticized CEO Tim Cook for prioritizing numbers and investor appeasement over innovation.
庫克遭到一些抨擊：並非所有人都對蘋果的回購計劃表示讚賞。一些社交媒體用戶批評首席執行官蒂姆·庫克將數字和投資者的安撫置置於創新之上。
One user commented, "Tim Cook will go down as one of the worst CEOs in history I predict. What happens when you replace a 'visionary' product-centric CEO with a numbers-focused CEO only concerned about profits & share price? Innovation stagnates as there is 0 risk tolerance or vision 4 future."
一位用戶評論說：“我預測蒂姆·庫克將成爲歷史上最差的首席執行官之一。當你用只關心利潤和股價的注重數字的首席執行官取代 “有遠見” 的以產品爲中心的首席執行官時，會發生什麼？由於風險承受能力爲0或願景4的未來，創新停滯不前。”
'Mag 7' Pressure? Alphabet became the latest "Magnificent Seven" company to initiate a dividend policy, leaving only Amazon and Tesla as holdouts in this elite group. Microsoft said it returned $8.4 billion to shareholders in the form of share repurchases and dividends in the third quarter, while Facebook parent Meta Platforms also announced in February that, for the very first time, it will be rewarding its shareholders with dividends.
'Mag 7' 壓力？Alphabet成爲最新一家啓動股息政策的 “科技七巨頭” 公司，在這個精英群體中只剩下亞馬遜和特斯拉作爲抵制者。微軟表示，它在第三季度以股票回購和分紅的形式向股東返還了84億美元，而Facebook的母公司Meta Platforms也在2月份宣佈，它將首次向股東發放分紅。
Price Action: Apple shares added 6.03% to $183.46 in after-hours trading, according to Benzinga Pro data.
價格走勢：根據Benzinga Pro的數據，蘋果股價在盤後交易中上漲6.03％，至183.46美元。
Photo by Frederic Legrand – COMEO on Shutterstock
攝影：弗雷德裏克·羅格朗 — Shutterstock 上的 COMEO
譯文內容由第三人軟體翻譯。