賣不好?蘋果拋震撼彈:不再公開銷量 - 股票
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By Charlie
at 2018-11-02T13:04
at 2018-11-02T13:04
Table of Contents
1.原文連結:https://www.chinatimes.com/realtimenews/20181102001324-260410
2.原文內容:
蘋果iPhone靠高價賺入大把鈔票,但外界質疑銷售數字下滑、光環不再的聲浪始終不斷。
蘋果今天震撼性宣布,日後將不會在季度財報中提供iPhone、iPad和Mac的銷量,更加深
外界對蘋果有意迴避揭露成長疲弱的猜疑。
蘋果財務長梅斯特里(Luca Maestri)在今天的財報會議上宣佈,蘋果從本季開始,將不
會在季度財報中提供iPhone、iPad和Mac的個別銷量。這標誌著蘋果報告數據的方式發生
了重大變化,將使估計iPad、Mac和iPhone產品銷量變得更加困難。蘋果之所以做出這樣
的改變,可能是因為它的單位銷售額在下降,而收入卻在增長;例如,本季iPhone的銷量
4690萬支持平,但iPhone的收入增長了29%,也就是說,成長動能歸功於高價策略。
蘋果拋出不再公開銷量讓市場分析師震驚,但也認為,蘋果希望投資人減少對iPhone銷量
數字的關注,把更多注意力放在蘋果整體營運表現,有其道理。分析師認為,蘋果可能得
花好幾季的時間,才能驗證這種新方式是否能獲得投資人認同。
(中時電子報)
3.心得/評論:
果粉應該關注蘋果賺多少錢
而不是在注意銷量 這觀念要改進!!
所以蘋果從此以後 不再需要跟大家報備
哀鳳高價化 銷量一定是減少的
想必很多低毛利率的蘋概股 注定是吃鱉了
--
2.原文內容:
蘋果iPhone靠高價賺入大把鈔票,但外界質疑銷售數字下滑、光環不再的聲浪始終不斷。
蘋果今天震撼性宣布,日後將不會在季度財報中提供iPhone、iPad和Mac的銷量,更加深
外界對蘋果有意迴避揭露成長疲弱的猜疑。
蘋果財務長梅斯特里(Luca Maestri)在今天的財報會議上宣佈,蘋果從本季開始,將不
會在季度財報中提供iPhone、iPad和Mac的個別銷量。這標誌著蘋果報告數據的方式發生
了重大變化,將使估計iPad、Mac和iPhone產品銷量變得更加困難。蘋果之所以做出這樣
的改變,可能是因為它的單位銷售額在下降,而收入卻在增長;例如,本季iPhone的銷量
4690萬支持平,但iPhone的收入增長了29%,也就是說,成長動能歸功於高價策略。
蘋果拋出不再公開銷量讓市場分析師震驚,但也認為,蘋果希望投資人減少對iPhone銷量
數字的關注,把更多注意力放在蘋果整體營運表現,有其道理。分析師認為,蘋果可能得
花好幾季的時間,才能驗證這種新方式是否能獲得投資人認同。
(中時電子報)
3.心得/評論:
果粉應該關注蘋果賺多少錢
而不是在注意銷量 這觀念要改進!!
所以蘋果從此以後 不再需要跟大家報備
哀鳳高價化 銷量一定是減少的
想必很多低毛利率的蘋概股 注定是吃鱉了
--
Tags:
股票
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