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对冲基金经理:如果iPhone价格过高,苹果将继续面临困难。_我的网站

一 | 对冲基金经理丹•奈尔斯(DanNiles)认为,苹果的麻烦远不止是中国销量的下降。华尔街在很大程度上忽视了其他问题。在科技领域享有盛誉的奈尔斯警告说,iPhone的高价格将导致苹果今年的股价进一步下跌。”他周三对CNBC的“贸易国”表示:“iPhone的销量正在急剧下降。

二 | (ECNS) -- Nearly 300 young football players from seven countries took a break from the inaugural "Hope Cup" Greater Bay Area U17 International Youth Football Invitational Tournament to experience traditional Lingnan culture in Foshan, Guangdong Province. The tournament brought together eight U17 teams from China, France, the UK, Serbia, Thailand, the Republic of Korea and New Zealand. During a break in the competition, players visited the Foshan Hongsheng Memorial Hall, where they watched lion dances and Choy Li Fut kung fu performances. Under the guidance of local masters, they practiced the southern Chinese martial art, known for its combination of power and flexibility. Participants also sampled the Cantonese dessert double-layered milk pudding in the Lingnan Tiandi area and strolled through the historic district, exploring traditional architecture. The tour also included a walk through a creative industrial park transformed from old factories, where players viewed graffiti art and trendy cultural products. Running from Aug. 8 to 14 in Guangzhou, the tournament was guided by the Guangdong Provincial Sports Bureau and organized by the Guangdong Football Association. (By Tang Yuxian)
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三 | ”中国的人均国内生产总值是1万美元,印度的人均国内生产总值是2000美元,所以我们不能向这些市场出售高达1000美元的手机。奈尔斯将赌注押在苹果身上,他说,他相信这个问题会产生“雪球”效应。他指出,iPhone销量的下滑将对苹果的服务业务造成比华尔街预期的更大的损害。”iPhone是苹果服务业务背后的驱动力,但它有滞后效应。那么,如果iPhone销量下降,像Apple Care或Apple Musis这样的服务如何销售呢?这就是苹果的问题所在。苹果将继续失去市场份额,这最终将导致其服务业务受损。“苹果上周发布了前所未有的盈利警告,警告称国际贸易紧张正在侵蚀其利润,导致其股价下跌10%。苹果的股价在过去一周上涨了8%,但在过去三个月下跌了29%。根据奈尔斯的说法,苹果的盈利预警并不令人惊讶。去年8月,他在接受《贸易国》采访时预测,苹果将受到国际贸易紧张的不利影响。现在他想知道为什么苹果的首席执行官蒂姆·库克没有提出这个问题。”人们忘记的一件事是,在过去的一个季度,苹果18%的收入来自中国市场。事实上,中国市场是其业务的驱动力。因此,我认为目前的贸易争端确实令人担忧。Nells说,除非苹果降低iPhone的价格,否则苹果将面临一个巨大的困境。”情况越来越糟,而不是越来越好,所以你不想拥有股票,”他说。苹果还没有发表评论。
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Published on:10:47:35
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