彭博报道，中国对 iPhone 的禁令很可能从政府部门扩大到国企，进而影响普通民众购买苹果产品的意愿 Apple stock historically performs well ahead of a new iPhone event. But it's not every year that China torpedoes the pre-launch hype. Ahead of the expected iPhone 15 launch next week, America's most valuable company is feeling the heat from the tit- for-tat tech trade war between the U.S. and China that's hurting plenty of other firms, too. Beijing ordered government officials not to use Apple's iPhones, or other foreign-branded devices, for work, The Wall Street Journal reported Wednesday. The restrictions could also be extended to include state-owned companies, Bloomberg reported Thursday. It's still a relatively small group, and would only be an at-work ban, but it's not hard to imagine consumers feeling under pressure to follow their government's lead. As if by magic, Chinese consumers have a ready-made alternative should they want to jump ship. Smartphone rival Huawei released its new high-speed phone last week, and it's been in high demand. The partial ban and the Huawei launch combine to ramp up the risks for Apple for China--a key market which has accounted for about 18% of Apple's revenue over the past five years. Investors are realizing the significance. The tech giant's shares tumbled 3.6% Wednesday, and could be set for another day of losses. The stock has climbed an average of 8% in the period between June quarter earnings and the September iPhone announcement since 2016, Citi analysts noted last month. It needs a miracle for history to repeat itself this year--the shares are now largely flat since the day after earnings, and look set to move lower. Any further extensions to China's ban could impact the stock long after next week's launch.
彭博报道，中国对 iPhone 的禁令很可能从政府部门扩大到国企，进而影响普通民众购买苹果产品的意愿 Apple stock historically performs well ahead of a new iPhone event. But it's not every year that China torpedoes the pre-launch hype. Ahead of the expected iPhone 15 launch next week, America's most valuable company is feeling the heat from the tit- for-tat tech trade war between the U.S. and China that's hurting plenty of other firms, too. Beijing ordered government officials not to use Apple's iPhones, or other foreign-branded devices, for work, The Wall Street Journal reported Wednesday. The restrictions could also be extended to include state-owned companies, Bloomberg reported Thursday. It's still a relatively small group, and would only be an at-work ban, but it's not hard to imagine consumers feeling under pressure to follow their government's lead. As if by magic, Chinese consumers have a ready-made alternative should they want to jump ship. Smartphone rival Huawei released its new high-speed phone last week, and it's been in high demand. The partial ban and the Huawei launch combine to ramp up the risks for Apple for China--a key market which has accounted for about 18% of Apple's revenue over the past five years. Investors are realizing the significance. The tech giant's shares tumbled 3.6% Wednesday, and could be set for another day of losses. The stock has climbed an average of 8% in the period between June quarter earnings and the September iPhone announcement since 2016, Citi analysts noted last month. It needs a miracle for history to repeat itself this year--the shares are now largely flat since the day after earnings, and look set to move lower. Any further extensions to China's ban could impact the stock long after next week's launch. seekingalpha 发表于 2023-09-07 10:21
芯片股陪伴拼多多
Apple stock historically performs well ahead of a new iPhone event. But it's not every year that China torpedoes the pre-launch hype.
Ahead of the expected iPhone 15 launch next week, America's most valuable company is feeling the heat from the tit- for-tat tech trade war between the U.S. and China that's hurting plenty of other firms, too.
Beijing ordered government officials not to use Apple's iPhones, or other foreign-branded devices, for work, The Wall Street Journal reported Wednesday. The restrictions could also be extended to include state-owned companies, Bloomberg reported Thursday.
It's still a relatively small group, and would only be an at-work ban, but it's not hard to imagine consumers feeling under pressure to follow their government's lead.
As if by magic, Chinese consumers have a ready-made alternative should they want to jump ship. Smartphone rival Huawei released its new high-speed phone last week, and it's been in high demand.
The partial ban and the Huawei launch combine to ramp up the risks for Apple for China--a key market which has accounted for about 18% of Apple's revenue over the past five years. Investors are realizing the significance. The tech giant's shares tumbled 3.6% Wednesday, and could be set for another day of losses.
The stock has climbed an average of 8% in the period between June quarter earnings and the September iPhone announcement since 2016, Citi analysts noted last month. It needs a miracle for history to repeat itself this year--the shares are now largely flat since the day after earnings, and look set to move lower.
Any further extensions to China's ban could impact the stock long after next week's launch.
其实中国销量降低对苹果是非常有限的， 主要还是芯片将来会不好销售，但是整体影响不大。
世界是充满竞争的，竞争反而能使大家进步，获利的反而是用户
挺好。
苹果和特斯拉天天跟我党混，没有经历过我党的无产阶级专政的资本家，总觉得可以在中国市场分一杯羹，这种公司，就应该让他尝尝镰刀斧头的厉害。
中国政府应该建议公务人员及其家属减少使用苹果以及特斯拉，同时严禁苹果或特斯拉产品进入敏感地带（比如禁止进入或横穿长安街和南京路及其延长线，禁止驶入任何长江黄河珠江松花江干支流桥梁或者上跨下穿铁路桥梁），违者罚款或没收。
外交部可以说，被禁止的区域仅仅只占中国所有领土的千分之一不到，并不影响消费者使用，仅仅为了国家安全和反间谍需要。但估计可以打消99%的人买苹果或特斯拉的念头。比如在北京，如果禁止特斯拉进入或横穿（上跨下穿）长安街以及其延长线（从通州到首钢），我倒要看看你怎么开车从故宫去天坛。
苹果和Tesla不一样，Tesla在中国造创造就业，苹果搬去越南之类的，禁了也就禁了。
Tesla明智的话制造和市场都要逐渐移出中国。中国自己的电动车已经起来了，很快就不需要Tesla这条鲶鱼了。
微软是在中国混得最好的外企了吧？bing能用，windows也是主流
你这个添出新高潮了。
中国市场巨大，库克头疼了。