Qualcomm Could Make $4 Billion Selling 5G Parts to Apple

未来三年高通或可通过向苹果出售5G配件赚到40亿美元

—in the next few years. That’s according to Bank of America.

这是美国银行(Bank of America)的预测。

Here’s the math behind that projection: Each Qualcomm (QCOM) 5G modem costs about $20, and Apple (AAPL) will start making all its iPhone 5G compatible next year.

以下是这一预测的数学依据：高通(Qualcomm, QCOM)每个5G调制解调器的价格约为20美元，而苹果(Apple, AAPL)明年将开始为其所有iPhone手机配备5G功能。

But there is still some uncertainty about whether that holds up. The introduction of 5G iPhones next year is widely expected, but Apple hasn’t confirmed anything yet. Instead, Apple has been talking about its newly released slate of iPhones and increased subscription offerings.

但是，关于这一预测能否成为现实还存在一些不确定性。虽然市场普遍预计苹果明年会推出带有5G功能的iPhone，但苹果尚未确认任何消息，反而一直在谈论其新发布的iPhone系列和订户数量增加。

Costco Shares Have Risen 45% So Far This Year

今年目前为止好市多累计上涨45％

It hasn’t, of course, been a good year for all retailers, with department and some grocery stores, in particular, taking it on the chin. So why has Costco been so strong? Well, its model—“big-box, low-cost,” along with “sell-almost everything to very-loyal customers”—just works really well. And it hasn’t been hit hard by internet competitors.

当然，对于所有零售商、尤其是百货公司和一些杂货店来说，今年并不是一个好年头。那么为什么好市多(Costco, COST)的表现如此强劲？原因在于该公司作为大型超市采用低价策略的运营模式，再加上该公司能够向忠诚度极高的消费者销售几乎所有类别的商品，这些策略非常奏效。而且好市多也尚未受到互联网竞争对手的沉重打击。

Investors will get more details on how the company is faring today after the close when Costco (COST) reports earnings. Wall Street is expecting more good news: And sales are projected to keep rising.

好市多将于今日（12月12日）收盘后公布财报，投资者将获得有关公司经营情况的更多详细信息。华尔街的预期是该公司的销售额会继续增长。

Tesla’s Main Factory Will Produce 1,000 Model Ys

特斯拉的主要工厂将生产1000辆Model Y

—each week, starting next year. That’s according to Baird’s Brian Kallo. He recently toured Tesla’s Fremont, California, plant with investors. The newly unveiled Cybertruck might have dominated the headlines recently, but the Model Y is a crucial car for Tesla.

Baird分析师布莱恩·卡洛(Brian Kallo)认为，特斯拉(Tesla, TSLA)的主要工厂将从明年开始每周生产1000辆Model Y。卡洛最近和投资者一起参观了特斯拉位于加利福尼亚州弗里蒙特的工厂。该公司新近推出的Cybertruck可能占据了头条新闻，但Model Y才是特斯拉的关键产品。

That’s because the Model Y is a smaller-size sport-utility vehicle—a very important part of the auto market. And importantly for investors, Kallo thinks the Model Y will make Tesla (TSLA) more profitable.

这是因为Model Y是一款较小型的SUV——这种车型在汽车市场中占据非常重要的一部分。对于投资者而言更重要的是，卡洛认为Model Y能够提高特斯拉的盈利能力。

翻译 | Anqi

版权声明：

《巴伦》(barronschina) 原创文章，未经许可，不得转载。英文版见2019年12月12日报道“1,000 Model Y Teslas a Week, and Two More Numbers to Know”。

（本文内容仅供参考，投资建议不代表《巴伦》倾向；市场有风险，投资须谨慎。）